• Client Service Associate - Boutique

    Robert Half Finance & Accounting (San Francisco, CA)
    …to $120K(Stretch) + Bonus This position will be supporting an independent Financial Advisor with 30+ years of experience who finds satisfaction in educating clients ... and empowering them to pursue their goals and live their financial dreams. Her team firmly believe that becoming a partner in their client's lives will help them find the strategies to achieve financial independence. + Process new account paperwork + Resolve… more
    Robert Half Finance & Accounting (04/16/24)
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  • Portfolio Manager Associate

    City National Bank (Houston, TX)
    **PORTFOLIO MANAGER ASSOCIATE ** **WHAT IS THE OPPORTUNITY?** Implement proprietary strategies and asset allocation for City National Rochdale Financial Advisors and ... long-term investment strategies and approaches to achieve investment goals for clients. ** Wealth Management Division: City National Rochdale** As a member of City… more
    City National Bank (03/11/24)
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