- Robert Half Finance & Accounting (San Francisco, CA)
- Description Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Senior Wealth Advisor at a RIA. This is a full-time permanent role ... based in Marin County with a Hybrid schedule. Our client is a client-first financial services firm dedicated to delivering comprehensive wealth management and … more
- Citigroup (San Francisco, CA)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our ... at the center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth team to meet the financial needs of… more
- Citigroup (San Francisco, CA)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our ... at the center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth team to meet the financial needs of… more
- Robert Half Finance & Accounting (Marin County, CA)
- Description Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Wealth Advisor at a respected RIA in Marin County. This is a full-time, ... with a hybrid schedule. Join an independent firm that delivers holistic wealth management focused on financial well-being, personal fulfillment, and long-term… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …here and please reach out to Jennifer Fukumae on LinkedIn for quicker consideration. Role: Senior Wealth Advisor Location: San Francisco; hybrid (2 days in ... benefits We're excited to partner with a nationally recognized wealth management and financial advisory firm that...their continued success, they are looking to add a Senior Wealth Advisor to their… more
- BMO Financial Group (San Francisco, CA)
- …of holistic advice and solutions designed to meet the client's specific financial planning needs. Coordinates and integrated team of subject matter experts to ... Leads / assists with creation business proposals or presentations (eg relationship plans, financial plans and reviews) + Leads Annual Client Review with team members… more
- Citigroup (San Francisco, CA)
- …communication skills required in order to negotiate internally, often at a senior level. Developed communication and diplomacy skills are required in order to ... and anticipate clients' needs, following up with effective products and financial solutions + Maximize revenue generation whilst achieving at least minimum… more
- City National Bank (San Francisco, CA)
- … ADVISOR SENIOR * WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for ... clients, prospects and colleagues on a regular basis providing asset management, financial planning, and brokerage services advice. Less experienced Financial … more
- Bank of America (San Francisco, CA)
- …Specialist to support the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, ... results focused and effective. **Job Description:** The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client… more
- Bank of America (Pleasanton, CA)
- …Growth Practice (EGP) Senior Relationship Manager** for supporting the Merrill Financial Advisor (FA) team to further develop and enhance existing client ... other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates...client onboarding and resolving escalations + Partners with the Financial Advisor (FA) team and/or Senior… more
- City National Bank (San Francisco, CA)
- …you will do * Work with Senior Wealth Strategist and Wealth Strategist in developing integrated estate and financial plans for H/UHNW clients through ... financial advisors, and COIs. In collaboration with the Senior Wealth Strategists and Wealth ...months of employment * CEPA - Certified Exit Planning Advisor within one year of employment *Skills and Knowledge*… more
- JPMorgan Chase (San Francisco, CA)
- …Advisors we have been helping high-net-worth individuals and families build and manage their wealth for more than 50 years. Led by an exclusive group of Investment ... JP Morgan Advisors offers clients a broad suite of transactional, wealth management and investment advisory services. Our Investment Professionals-among the most… more
- Wells Fargo (San Francisco, CA)
- …(https://www.wellsfargojobs.com/career-areas/) . **In this role you will:** + Assist Financial Advisor (s) with sales, service, and operational related ... **About this role:** Wells Fargo is seeking a Senior Registered Client Associate in Wealth ...via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account… more
- KeyBank (San Francisco, CA)
- …of the Americas - New York, New York 10019 **ABOUT THE JOB:** The senior banker will source, pitch and execute transactions in Financial Services industry. ... the origination, execution and closing of M&A transactions. + Establish Trusted Advisor relationship with important corporate and private equity clients to drive… more
- BlackRock (San Francisco, CA)
- …a plus, but not required** **Minimum 3+ years sales experience within asset management, wealth management, or the financial industry more broadly is a must.** ... **About this role** **Business Description** **BlackRock's US Wealth Advisory business manages the firm's relationships with US retail investors and financial … more
- Citigroup (San Francisco, CA)
- …generation. + Anticipate events in a client's life and business which have significant financial implications. + Serve as a trusted advisor to clients who ... The Senior Banker SAFE Act is a strategic professional...frequently seek strategic advice regarding financial matters. + Build relationships with client families that… more
- BlackRock (San Francisco, CA)
- **About this role** **Business Description** BlackRock's US Wealth Advisory business manages the firm's relationships with US retail investors and financial ... to deliver One BlackRock to third-party intermediaries like RIAs and Financial Advisors from Wirehouse, Regional and Independent Broker Dealers. **Role(s)… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …private equity firm is building out their Partner Services function and hiring a Senior Tax Advisor to the team. The ideal candidate will have excellent ... basis Risk Management + Identifying and managing risks to the family's wealth , including insurance and asset protection strategies. Estate Planning + Preparing for… more
- BMO Financial Group (San Francisco, CA)
- …achieved or exceeded. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new ... We are seeking a Vice President-level Senior Relationship manager in our Diversified Industries Group...One Client focus across all lines of business including Wealth , Retail, Small Business, and Capital Markets. Facilitates growth… more
- BMO Financial Group (San Francisco, CA)
- …experience, identifies gaps, issues and best practices. + Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic ... the integrated BMO OneClient focus across all lines of business including Wealth , Retail, Small Business, and Capital Markets. Facilitates growth initiatives for the… more