Wealth Management Jobs in Santa Clara
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Search Results - Wealth Management Jobs in Santa Clara
Creative Planning-Santa Clara
The Wealth Manager works directly with clients to develop and implement strategies to address their financial, investment, insurance, tax and estate planning needs. They are responsible for business development and client retention.
The Wealth...
mindmatch.ai -
New York Life-Santa Clara
such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business solutions.
Human guidance
When you join New York Life, you’re joining...
talentnest.com -
Paulson Investment Company, LLC-Santa Clara
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...
mindmatch.ai -
Soteriare-San Francisco, 39 mi from Santa Clara
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...
appcast.io -
DataDasher-Santa Clara
Company Description
DataDasher is a Silicon Valley based and venture-backed enterprise software startup that specializes in using artificial intelligence and cutting-edge software to revolutionize the Private Wealth Management space. Our innovative...
mindmatch.ai -
Robert Half-San Jose, 4 mi from Santa Clara
Please contact Jennifer Fukumae via LinkedIn for fastest consideration for this opportunity.
Join a rapidly expanding Wealth Management Firm that has grown by $400 million in recent years! We're seeking a dynamic Client Service Advisor to join...
roberthalf.com -
International Search Consultants-Santa Clara
Our client is a well-established, Multi Family Office specializing in comprehensive wealth management services for high-net-worth individuals and families. With a focus on delivering personalized solutions, they offer a range of services, fiduciary...
mindmatch.ai -
Lenox Advisors-Santa Clara
is continually looking for ambitious, experienced Sales Professionals, who will be responsible for developing new client opportunities across the wealth management spectrum including insurance, asset management, risk management, estate planning, retirement...
mindmatch.ai -
Savvy Search Solutions, LLC-Santa Clara
extra hours when the team is working on a specific deal
Requirements:
7+ years of EA experience supporting multiple executives
• MUST HAVE GREAT JOB STABILITY!!!!
• Must come from the financial services industry, preferably VC, PE, Wealth Management...
mindmatch.ai -
Private Family Office-Santa Clara
proactively.
• Flexibility to work extended hours when necessary and occasional travel.
• Knowledge of wealth management, real estate, and investment practices is highly desirable.
Personal Attributes:
• Exceptional judgment and decision-making abilities...
mindmatch.ai -
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