Mutual Fund Jobs in California
1 - 15 of 43
Search Results - Mutual Fund Jobs in California
Potomac-Alameda (CA)
will support and grow Potomacs tactical investment strategies and mutual fund business to financial intermediaries at Broker Dealers like LPL, Cambridge, and Cetera via TAMPs throughout our industry like MWP, Envestnet, OPS, Altruist, etc.
Qualifications...
mindmatch.ai -
3 similar jobs: San Jose, Sonoma, Santa Rosa
Ascensus-San Francisco
Ability to discuss Fiduciary [3(21)] Solutions, including various mutual fund share classes and impact on plan/cost
• Ability to discuss in detail operating expenses of investment products, impact of certain share classes on overall “cost” of services...
appcast.io -
Potomac-Santa Clara
will support and grow Potomacs tactical investment strategies and mutual fund business to financial intermediaries at Broker Dealers like LPL, Cambridge, and Cetera via TAMPs throughout our industry like MWP, Envestnet, OPS, Altruist, etc.
Qualifications...
mindmatch.ai -
5 similar jobs: San Francisco, Hayward, Sunnyvale, Fremont, San Mateo
Knowhirematch-San Francisco
fund documentation.
Draft, review, and refine disclosures, agreements, and various legal documents for investment products like mutual funds, ETFs, and other financial offerings.
Collaborate with internal teams to ensure seamless client service across...
resume-library.com -
Talently-San Jose
or CFA required
Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning
Depth of experience working with high net worth or ultra-high net worth clients
Mastery of various...
mindmatch.ai -
Desjardins Financial Security Independent Network - Rexdale #278-Ontario
Desjardins financial centre in Etobicoke as an Advisor/Broker for life insurance, living benefits, group insurance and a full range of mutual and/or segregated funds.
Desjardins is a team that prides ourselves on our excellent company culture, our very clean...
talentnest.com -
Kestra Financial Independent Advisor-Palo Alto (CA)
years of experience in the financial services industry allowing for a good understanding of broker / dealer operations and financial services industry, including but not limited to: equities, bonds, options, mutual funds, annuities, insurance...
resume-library.com -
Acura Solutions-Delhi (CA)
periodic portfolio reviews and recommend suitable investment products.
2. Investment Advisory & Wealth Planning:
• Provide advisory services on equity, debt, mutual funds, structured products, alternate investments, and insurance.
• Assist clients...
jobvertise.com -
INSPYR Solutions-Los Angeles
trust relationships,
propriety mutual funds, security sales and trading, and insurance activities.
T. audits including network, NT, Internet, applications, telecommunications, general controls, security
Administration and contingency planning.
BASIC...
resume-library.com -
Parametric Portfolio Associates LLC.-San Francisco
of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
• Technically proficient and quick learner of new and updated platforms
• Detail oriented with superior...
appcast.io -
Equitable Advisors-Beverly Hills (CA)
across the country employing approximately 4,300 financial professionals - providing services of financial, retirement, estate planning strategies’, asset allocation, annuities; life insurance and mutual funds as well as fee based managed accounts...
mindmatch.ai -
CFA Institute-Los Angeles
structuring
• Provide support on international tax issues as needed
Qualifications
• Minimum of a Bachelor's Degree required
• Minimum of 7 years of experience within a Big 4 accounting firm or equivalent industry experience focused on mutual fund tax...
appcast.io -
2 similar jobs: San Diego, San Jose
Equitable Advisors-Alameda (CA)
across the country employing approximately 4,300 financial professionals - providing services of financial, retirement, estate planning strategies’, asset allocation, annuities; life insurance and mutual funds as well as fee based managed accounts...
mindmatch.ai -
3 similar jobs: Hayward, Santa Rosa, San Jose
Morgan Stanley & Co.-Palo Alto (CA)
to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
• Technically proficient and quick learner of new and updated platforms
• Detail oriented with superior organizational skills and ability to prioritize
• Expert knowledge...
appcast.io -
Robert Half-Glendora (CA)
is required
• Familiarity with year-end financial statements is a plus
• CPA certification, on track to become a CPA, or CPA eligible is a MUST
• Experience with mutual funds is a plus
• Proficiency in general ledger system is required
• Skills...
roberthalf.com -
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