Investment Advisor Jobs in California
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Search Results - Investment Advisor Jobs in California
Career Group-Los Angeles
Unlock Your Potential at a Premier Investment Firm!
Job Title: Temporary Administrative Assistant
Company: Confidential Investment Advisor
Location: Century City, Los Angeles
Pay Rate: $20-25/hour
Duration: 4 months
Schedule/Hours...
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Robert Half-Los Gatos
If interested, please contact Yuzo Shimura on LinkedIn at Robert Half
Title: Associate Investment Advisor
Location: Los Gatos, San Jose (Onsite 5 days a week, flexible to 4 days)
Salary: $70-100k base salary + Revenue Sharing (Depends...
roberthalf.com -
Cetera Financial Group-San Diego
Cetera Financial Group (CFG) is seeking a Senior Investment Solution Specialist to play a key role in integrating newly acquired firms and assets onto our award-winning investment advisory platform, My Advice Architect, currently representing...
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Regal Executive Search-Newport Beach
data review.
Qualifications:
• Bachelor’s degree required (Finance, Business, or Economics preferred).
• 5-10+ years of relevant experience working with high-net-worth individuals; preferably with a Registered Investment Advisor (RIA), investment...
appcast.io -
Paulson Investment Company, LLC-San Jose
Paulson Investment Company, LLC is a boutique investment banking, wealth management, execution services, and retail brokerage and advisory firm focused on the micro to mid-cap (public & private) markets. We provide a broad range of investment...
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Knowhirematch-San Francisco
sophisticated advice to clients on regulatory and compliance matters affecting registered investment companies.
Guide clients on adhering to federal regulations, particularly under the Investment Company Act and Investment Advisers Act, and assist with complex...
resume-library.com -
Allocator Jobs-Newport Beach
and evaluating private equity co-investments. You will fill a new role that sits on a team of eight people in Pacific Private Fund Advisors LLC, a SEC registered investment advisor wholly owned by Pacific Life.
How you’ll help move us forward:
• Diligence...
appcast.io -
Robert Half-San Jose
assets for market suitability.
• Execute buy/sell orders per investment strategy.
• Oversee client accounts based on risk tolerance.
• Conduct quarterly performance reviews and client outreach.
• Track market movements and create performance summaries...
roberthalf.com -
Soteriare-San Francisco
Senior Investment Manager - Private Wealth Management
Apply locations San Francisco, CA time type Full time posted on Posted 8 Days Ago job requisition id 2103029
Job Description:
The Department
Strategic Advisers, LLC. (SAI) is a registered...
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Cetera Investment Services LLC-San Diego
California Coast Credit Union
The Financial Advisor is responsible for providing financial planning, financial advice and investment management to serve the needs of the bank’s consumer and business customers. The Financial Advisor assesses...
mindmatch.ai -
Capstone Search Group-San Francisco
for driving new revenue growth by partnering with health insurance brokers, benefit consultants, general agencies, and registered investment advisors.
• Conduct proper discovery, create an up-front contract, handle objections, and close employer business...
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Social Capital Resources-Santa Clara
knowledge of SEC and FINRA broker-dealer regulation and regulatory environment
• Trade Surveillance experience is a must
• Must have working knowledge of Investment Advisors Act of 1940
• Experience with Mutual Funds
• Familiarity within a regulatory, legal...
mindmatch.ai -
Jordan Park Group-San Francisco
Lead Python Full Stack Engineer
San Francisco, California
We are looking for an exceptional software engineer in San Francisco to support the growth of our investment advisory firm. This is an opportunity to work alongside individuals who...
appcast.io -
Robert Half-San Francisco
Please contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.
Our client is a respected independent registered investment advisor (RIA) firm that specializes in tailored investment management strategies...
roberthalf.com -
Pernini Legal, LLC-San Francisco
in registered investment companies(link removed)>
• Familiarity with the Investment Company Act and Investment Advisers Act is necessary.
• Exposure to exchange-traded funds, variable insurance products, business development companies, investment advisers...
jobvertise.com -
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