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The Portfolio Management Associate Director works with the Financial Advisor / Private Wealth Advisor to create customized investment plans for clients, creates reporting on investment activity and performance, and communicates effectively with clients regarding their accounts, market conditions, and economic trends.
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Makes asset allocation recommendations to the team and sets up the portfolio in conjunction with the Financial Advisor / Private Wealth Advisor. The Portfolio Management (PM) Associate Director is a vital part of the Wealth Management team who assists Financial Advisors / Private Wealth Advisors with the development and execution of investment strategies based on client goals.
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The Senior Wealth Advisor focuses on deepening relationships with an established base of high net worth clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals.
$300,000 a yearFull-timeExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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The Wealth Management Analyst focuses on servicing clients by understanding their investment objectives and working in partnership with the Financial Advisor / Private Wealth Advisor to deliver solutions.
$95,000 a yearFull-timeExpandApply NowActive JobUpdated 7 days ago - UpvoteDownvoteShare Job
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Engages in interactive dialogue with clients and prospects to determine investment objectives, current portfolio status, risk tolerance, and other information necessary to craft comprehensive financial strategy in conjunction with the Financial Advisor / Private Wealth Advisor.
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Patelco Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor Associate to join its growing team providing retirement and investment services to its member base in San Jose CA and the surrounding areas.
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Certifications:Certification in Estate Planning (e.g., Certified Trust and Financial Advisor - CTFA) preferred. 2-8 years of experience practicing in the areas of estate planning and wealth management at a reputable law firm.
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As a Senior Wealth Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers.
$70,000 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Working independently, the Financial Aid Advisor is primarily responsible for the document verification and need analysis of financial aid documentation related to the financial aid application, and awarding process for all San Jose State University applicants.
$6,556 a monthFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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As the Construction Management Advisor (CMA) in ENGIE, Distributed Energy Solution (DES) you will oversee ENGIE’s construction sites and subcontractors, provide baseline/milestone/look-ahead schedule, ensuring site safety practices, and uphold quality assurance/control measures are provided for the installations.
$172,500 a yearFull-timeExpandApply NowActive JobUpdated 4 days ago - UpvoteDownvoteShare Job
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OVERVIEW - The Product Specialist is responsible for executing the Customer Experience and sales strategy on behalf of Kering Beauté. It perfectly complements Kering's existing portfolio, and immediately gives Kering Beauté a significant presence.
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This position supervises the Office of Admission and Financial Aid, which includes the positions of Director of Admissions, Financial Aid Advisor, Admissions Counselors, and Data Processor.
$172,400 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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The Customer Service Advisor (CSA) often begins as a Pick-n-Pull Greeter and can work their way up through Part Sales, Parts Specialist and eventually a store Sales Lead through positive work ethics and evaluations.
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Supporting monthly morning meetings; Department Wide Meetings, Store Wide Meetings, and Out of Home-base Meetings in conjunction with management and work collaboratively. Support and execute action plans based on market calendar to maximize sales, including executing presell launches and events in stores while partnering with management.
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Our client, one of the most respected Commercial Real Estate and Property Management companies is actively growing its commercial portfolio in Northern California focused on developing modern and sustainable properties needs a strong, financial minded Senior Property Manager for a property with active facilities and space management.
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wealth management financial advisor portfolio product specialist jobs Title: specialist in Sunnyvale, CA
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