Senior Banking Jobs in East Palo Alto, CA
Oliver James Associates Ltd.
Palo Alto, CA
My client offers External Auditors exposure to long-term, strategic consulting engagements within highly technical areas, enabling them to develop strong and diverse A&F skillsets. Technical Proficiency: Excellent desktop skills, with advanced Microsoft Excel capabilities (e.g., macros, pivot tables) preferred.
Oliver James Associates Ltd.
Palo Alto, CA
My client offers External Auditors the exposure to long term, strategic consulting engagements within highly technical areas, that enables them to develop strong & diverse A&F skillsets. Technical Proficiency: Excellent desktop computer skills, with advanced Microsoft Excel capabilities (e.g., macros, pivot tables) preferred.
Morgan Stanley
Menlo Park, CA
Establishes and cultivates trusting relationships with new and existing clients, proactively helping them understand their investments and planning strategies, often with guidance and input from team members. Thoroughly understands and utilizes the firm’s financial planning tools to analyze complex financial information and lead presentations in partnership with the Financial Advisors / Private Wealth Advisors.
Sheppard Mullin Richter & Hampton LLP
$235000 - $390000 YEAR
Menlo Park, CA
Our Private Wealth and Fiduciary litigators represent clients in cases involving claims of breach of fiduciary duty, fiduciary misconduct and fraud, misfeasance and malfeasance in estate administration, investment mismanagement, financial elder abuse, and will and trust contests. Our Private Wealth and Fiduciary Litigation Team includes some of the most successful trial attorneys in the country in disputes over private wealth, most notably involving trusts, decedents’ estates and conservatorships or adult guardianships.
Mariner
Menlo Park, CA
Collaborate with a wealth advisor team to prepare and provide comprehensive wealth management advice to high-net-worth clients through thoughtful, comprehensive wealth management and customized investment portfolios. The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values.
Sunrise Senior Living
$18.65 - $23.35 HOUR
San Mateo, CA
See Sunrise Senior Living Terms & Conditions at https://c-5885-20221207-www-sunriseseniorliving-com.i.icims.com/terms-and-conditions and Privacy Policy at https://c-5885-20221207-www-sunriseseniorliving-com.i.icims.com/privacy-policy and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions. Provide support in the day-to-day operations of the dining room while maintaining a high quality, positive, and safe physical and social environment for residents and fellow team members.
Sunrise Senior Living
$18.65 - $23.35 HOUR
San Mateo, CA
See Sunrise Senior Living Terms & Conditions at https://c-5885-20221207-www-sunriseseniorliving-com.i.icims.com/terms-and-conditions and Privacy Policy at https://c-5885-20221207-www-sunriseseniorliving-com.i.icims.com/privacy-policy and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions. Selected candidates will be offered competitive compensation based on geographic location of community/office, skills, experience, qualifications, and certifications/licenses (where applicable).
Bank of America
Palo Alto, CA
Key responsibilities include building relationships with Advisor teams, clients, prospects, and centers of influence, performing technical analyses of clients' estate and financial information, and developing planning strategies while focusing on the bank's ability to implement those strategies with clients' Advisors where appropriate. Demonstrates advanced technical knowledge across a broad range of wealth planning topics such as trust and estate planning, income and wealth transfer tax planning, investments, retirement planning and cash flow modeling, sale of business entities, and philanthropic planning.
Sunrise Senior Living
$18.65 - $23.35 HOUR
San Mateo, CA
See Sunrise Senior Living Terms & Conditions at https://c-5885-20221207-www-sunriseseniorliving-com.i.icims.com/terms-and-conditions and Privacy Policy at https://c-5885-20221207-www-sunriseseniorliving-com.i.icims.com/privacy-policy and SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions. The Server is responsible for providing timely and professional meal service to residents and guests, bussing and resetting tables, general cleaning, and completing assigned side work while adhering to all food safety and sanitation requirements and maintaining a safe and orderly work environment.
Bank of America
Palo Alto, CA
US - CA - Palo Alto - 3075A Hansen Way (CA5820), US - CA - San Mateo - 101 S ELLSWORTH AVE (CA5818)Pay and benefits informationPay range$70,000.00 - $100,000.00 annualized salary, offers to be determined based on experience, education and skill set. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Intuit Inc.
Mountain View, CA
Portfolio & Account Management: Develop capabilities for proactive risk monitoring, automated collection triggers, customer-level exposure management, and features like Credit Line Increases (CLI) for LOC.● Customer Focus: Conduct in-depth customer research, usability studies, and experiments to deeply understand lending-related customer problems and their critical jobs-to-be-done. ● Experience: 10+ years of product management experience, specifically designing and delivering lending products, ideally within the FinTech or financial services industry with 5+ years of those years in Product Management specifically within the credit risk/lending domain.
Bank of America
San Jose, CA
Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences, helping to create a work community that is culture driven, resilient, results focused, and effective. Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs.
HSBC
Fremont, CA
The final fixed pay offer will depend on the candidate and a number of variables, including but not limited to, role responsibilities, skill set, depth of experience and education, licensing/certification requirements, internal relativity, and specific work location. Conduct full needs assessments with current and potential wealth customers and recommend appropriate banking, investment and insurance products and services to meet individual needs, based on objectives, risk tolerance and proper asset allocations.
Intuit Inc.
Mountain View, CA
Portfolio & Account Management: Develop capabilities for proactive risk monitoring, automated collection triggers, customer-level exposure management, and features like Credit Line Increases (CLI) for LOC.● Customer Focus: Conduct in-depth customer research, usability studies, and experiments to deeply understand lending-related customer problems and their critical jobs-to-be-done. ● Experience: 10+ years of product management experience, specifically designing and delivering lending products, ideally within the FinTech or financial services industry with 5+ years of those years in Product Management specifically within the credit risk/lending domain.
SoftBank Investment Advisers
Menlo Park, CA
About SoftBank Investment Advisers: SoftBank Investment Advisers, the Manager of the SoftBank Vision Funds, seeks to accelerate the AI revolution through investment in market-leading, tech-enabled, private growth-stage companies. As part of the investment team, you will play an active role in diligencing, structuring, and financing transactions in life sciences and the health technology sectors, as well as assisting in our work with portfolio companies.
Intuit
Mountain View, CA
Oversee the development and diversification of financial solutions tailored for Intuit’s customer base, while nurturing skilled product managers, empowering them to develop innovative platform solutions that exceed customer expectations and disrupt market norms. This is a high-stakes position that requires strategic leadership to ensure our fintech solutions not only meet but exceed the financial needs of our global customers, fostering growth and innovation across Intuit.
First United Bank & Trust
San Jose, CA
Skill(s): Proficient reading, writing, grammar, and mathematics skills; proficient interpersonal relations, communicative, and sales skills; moderate computer skills; knowledge of current laws and regulations regarding trust and estate administration; ability to generate a minimum of $50,000 new revenue per year; demonstrated management and supervisory skills; visual and auditory skills; valid driver's license. degree in a related field, or equivalent education and work-related experience normally required; completion of Cannon Trust Schools I, II, and III or equivalent education and work experience; completion of approved trust sales training; Series 7 Brokerage license; Life Insurance license preferred; sales management training; obtain and maintain appropriate Bank Product Knowledge Certification.
Senior Helpers - Pleasanton
Pleasanton, CA
Senior Helpers is the nation's premier provider of in-home senior services ranging from specialized care for those with diseases, such as dementia, Alzheimer's and Parkinson's, to personal and companion care to help individuals looking for a little assistance with daily activities. Founded in 2002 with a vision to help seniors age with dignity despite age-related illnesses and mobility challenges, Senior Helpers has hundreds of franchised and owned businesses that have cared for tens of thousands of seniors.