Wealth Management Associate
4 weeks ago
At Wealth Architects, we are seeking a highly motivated and detail-oriented Associate Wealth Architect to join our team. As a key member of our advisory team, you will play a critical role in supporting our Wealth Architects and clients in wealth management and financial planning.
Key Responsibilities:- Support the advisory team in managing client relationships and providing exceptional service.
- Assist in gathering data, creating drafts for family goals and priorities, and developing financial plans.
- Conduct account mapping and financial model drafting, as well as perform special request analyses for clients.
- Prepare materials for client meetings, work with team members to ensure thorough preparation, and attend client meetings to take detailed notes.
- Ensure clients have Investment Policy Statements and work with Wealth Architects and the Investment Department to put IPSs in place and keep them current.
- Review daily transaction summaries, since inception reports, and quarterly reports for assigned client relationships.
- Communicate with the Client Services team on account administration and interact with other professional advisors to facilitate client-planning work.
- Assist with special projects and contribute to the training and development of fellow Associate Wealth Architects.
- Bachelor's degree in business, accounting, finance, economics, or a related field.
- 0-5 years of experience in the financial-services industry, preferably with an independent registered advisory firm.
- Series 65 license preferred; pursuing or willing to pursue CFP, CFA, EA, JD, Masters, or PhD.
- Proficiency in Microsoft Office programs and experience with CRM, document management, and portfolio management software.
- A dynamic and entrepreneurial work environment.
- Opportunities for professional growth and development.
- A competitive salary and benefits package.
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Wealth Architect Associate
3 weeks ago
Mountain View, California, United States Wealth Architects Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Wealth Architect Associate to join our team. As a Wealth Architect Associate, you will work closely with our Wealth Architects and clients to provide exceptional service and support in wealth management and financial planning.Key ResponsibilitiesSupport Wealth Architects and clients in...
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Senior Account Relationship Manager
1 month ago
Mountain View, California, United States Gable Search Group Full timeAbout the RoleThis is a home-office-based position with approximately 25% travel to visit clients and attend conferences.Account Relationship Manager – Donor-Advised FundsAbout the Employer: Our client, a top provider of technology and managed services for Donor-Advised Funds (DAFs) used by financial institutions, is seeking a West Coast-based Account...
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Account Relationship Manager
3 days ago
Mountain View, California, United States Gable Search Group Full timeAbout the RoleThis is a home-office-based position with approximately 25% travel to visit clients and attend conferences.Job OverviewAs an Account Relationship Manager, you will be the West Coast ambassador, introducing yourself to financial advisors, assessing their needs, and conducting educational sessions like lunch-and-learns and webinars. Your goal is...
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Digital Asset Manager Associate
20 hours ago
Mountain View, California, United States HH Global Full timeJob Title: Digital Asset Manager AssociateAt HH Global, we are seeking a highly organized and detail-oriented Digital Asset Manager Associate to join our team. As a key member of our digital asset management team, you will be responsible for coordinating and managing the lifecycle of digital assets, including usage rights, metadata, and availability.Key...
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Digital Asset Manager Associate
2 days ago
Mountain View, California, United States HH Global Full timeAbout the RoleWe are seeking a highly organized and detail-oriented Digital Asset Manager Associate to join our team at HH Global. As a key member of our cross-functional team, you will be responsible for managing high-quality digital static photography deliverables for our client, a leader in the tech industry.Key ResponsibilitiesAsset Management:...
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Sales Associate
2 weeks ago
Mountain View, California, United States World Market Full timeJob SummaryWe are seeking a highly motivated and customer-focused Sales Associate to join our team at World Market. As a Sales Associate, you will be responsible for providing exceptional customer service, maintaining visual standards, and delivering curbside orders to our customers.Key ResponsibilitiesProvide exceptional customer service, utilizing World...
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Sales Associate
4 weeks ago
Mountain View, California, United States World Market Full timeJob SummaryWe are seeking a highly motivated and customer-focused Sales Associate to join our World Market team. As a Sales Associate, you will be responsible for providing exceptional customer service, maintaining visual standards, and delivering curbside orders to our customers.Key ResponsibilitiesAssist customers in a friendly and efficient manner,...
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Sales Associate
1 month ago
Mountain View, California, United States Spencer Gifts Full timeJob Summary:We are seeking a highly motivated and customer-focused Sales Associate to join our team at Spencer Gifts. As a Sales Associate, you will play a key role in supporting the Store Management Team in the setup, merchandising, and maintenance of our seasonal store.Key Responsibilities:Support the Store Management Team in the setup, merchandising, and...
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Rental Car Associate
4 weeks ago
Mountain View, California, United States AutoNation Full timeAutoNation Job PostingJob Title: Rental Car AssociateJob Summary: As a Rental Car Associate at AutoNation, you will be responsible for managing and coordinating the leasing of rental cars to customers. Your duties will include ensuring correct presentation of rental forms and finalization of bills, making customer reservations, and supervising the...
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Retail Sales Associate
4 weeks ago
Mountain View, California, United States CVS Health Full timeJob Title: Store AssociateCVS Health is seeking a Store Associate to join our team. As a Store Associate, you will play a vital role in delivering exceptional customer service and supporting the sales floor operations.Key Responsibilities:Provide outstanding customer service by greeting customers, answering questions, and resolving issues in a timely and...
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Sales Associate
4 weeks ago
Mountain View, California, United States Walmart Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Sales Associate to join our team at Walmart. As a Sales Associate, you will play a key role in providing exceptional customer service and ensuring that our customers have a positive shopping experience.Key ResponsibilitiesProvide excellent customer service by greeting customers, answering...
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Merchandise Sales Associate
2 days ago
Mountain View, California, United States Wal-Mart Stores , Inc. Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Sales Associate to join our General Merchandise team. As a Sales Associate, you will be responsible for providing exceptional customer service, maintaining a clean and organized sales floor, and working collaboratively with colleagues to achieve sales goals.Key ResponsibilitiesProvide...
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Mountain View, California, United States Aurora Technologies Full timeAbout the RoleWe are seeking a skilled C++ software developer to join our team in the development of CANoe, a leading software tool for networking control units in vehicles. As a strategic partner of the automotive industry, we set standards for the development of distributed systems in the automotive sector.Your ResponsibilitiesDevelop software components...
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Seasonal Sales Associate
2 days ago
Mountain View, California, United States World Market Inc Full timeAbout UsWorld Market Inc is a unique marketplace that has been curating inspiring finds for over 60 years. Our stores offer a high-quality assortment of international foods, hand-picked wine and beverages, artisan furniture, and on-trend decor at a great value.What You'll DoAs a Seasonal Sales Associate, you will be responsible for providing exceptional...
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Veterinarian Associate
2 weeks ago
Mountain View, California, United States Alpine Animal Hospital Full timeAssociate Veterinarian OpportunityAlpine Animal Hospital is seeking a part-time or full-time Associate Veterinarian to join our team. As a key member of our veterinary team, you will provide high-quality medical care to our patients and contribute to the overall success of our hospital.Key Responsibilities:Provide exceptional patient care and medical...
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Veterinarian Associate
1 week ago
Mountain View, California, United States Alpine Animal Hospital Full timeJob Title: Associate VeterinarianWe are seeking a skilled and compassionate Associate Veterinarian to join our team at Alpine Animal Hospital. As a key member of our veterinary team, you will provide high-quality medical care to our patients and their families.About the Role:Supports excellence in client experienceWorks collaboratively with HM and Medical...
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Stock Associate
4 weeks ago
Mountain View, California, United States Total Wine & More Full timeAbout the RoleTotal Wine & More is seeking a highly motivated and detail-oriented Stock Associate to join our team. As a Stock Associate, you will play a critical role in ensuring our stores are well-stocked and organized, providing an exceptional customer experience.Key ResponsibilitiesProcess freight and stock shelves to maintain a clean and organized...
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Seasonal Sales Associate
1 week ago
Mountain View, California, United States World Market Inc Full timeAbout UsAt World Market Inc, we're passionate about creating a unique shopping experience for our customers. For over 60 years, we've curated a diverse marketplace filled with inspiring finds for the home decorator, entertainer, and gifter.What We're Looking ForWe're seeking a Seasonal Sales Associate to join our team and help bring our customers a holiday...
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Warehouse Associate
2 days ago
Mountain View, California, United States DoorDash Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Warehouse Associate to join our team at DashMart. As a key member of our warehouse operations, you will be responsible for ensuring the highest quality of service for our customers.Your primary responsibilities will include:Picking and packing orders with accuracy and efficiencyManaging...
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Retail Sales Associate
4 weeks ago
Mountain View, California, United States Ross Stores, Inc. Full timeAbout the RoleWe are seeking a highly motivated and customer-focused Retail Associate to join our team at Ross Stores, Inc. As a Retail Associate, you will play a critical role in ensuring our customers have a positive shopping experience.Key ResponsibilitiesProvide exceptional customer service by greeting customers, answering questions, and resolving issues...