Senior Wealth Management Advisor

Job Description:This position will cover branches through the South Bay area.The Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies intended to plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy.Expertise...

Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experts helps clients pursue their financial goals through personalized advice and guidance.We are seeking a highly skilled Wealth Management Specialist to join our...

Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team specializes in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.We...

Job Description:Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Our team of experts helps clients pursue their financial goals through personalized advice and guidance.We are seeking a highly motivated and detail-oriented Wealth Management...

About this role:We are seeking a Client Associate in Wealth and Investment Management to support our Financial Advisors in providing exceptional service to clients. As a Client Associate, you will be responsible for assisting with service and operational related activities, facilitating client requests, and establishing and servicing client accounts.Key...

Job DescriptionAt Bank of America, we're committed to helping our clients achieve their financial goals. As a Wealth Management Summer Analyst, you'll play a critical role in supporting our clients and developing your skills in wealth management.Key ResponsibilitiesAssist with client service opportunities, including client onboarding and account...

We are seeking a seasoned Senior Legal Advisor to join our team at Arbitrum Inc. as we continue to drive innovation in the blockchain space.The ideal candidate will have a strong background in corporate law, with a focus on emerging technologies and a passion for blockchain.This is a unique opportunity to advise on virtually every aspect of our business,...

Senior Tax ManagerOur client is a top-tier U.S. venture capital firm with a 50+ year history of investing in early-stage companies. With over $6 billion in committed capital and a new fund raised as recently as 2024, they focus on investments in technology, healthcare, and healthcare IT.LOCATION: Palo Alto 4 days per week.Job Responsibilities:This is a newly...

About RivianRivian is a pioneering electric vehicle manufacturer dedicated to creating a sustainable future. Our mission is to keep the world adventurous forever, and we're committed to protecting the environment for future generations.Job SummaryWe're seeking a highly skilled Senior Pre-Owned Inventory Advisor to join our team at Rivian. As a key member of...

We are seeking a highly skilled Senior Tax Manager to join our team at Safeguard Global Recruiting. This individual will be responsible for managing all aspects of tax compliance for our prestigious venture capital firm.This role reports to the VP of Finance and offers a significant opportunity for the incumbent to contribute substantially to our clients'...

Tax Compliance for Investment Funds & General Partner Entities: Assist the VP of Finance with managing all aspects of the tax compliance lifecycle, which includes the following: • Tax workpapers preparation • Packages (including Schedule K2/3) as prepared by external tax advisor • Quarterly tax estimates for the General Partner entities • Annual...

Senior Tax Manager (Venture Capital/Asset Management/Private Equity)We are seeking a highly skilled Senior Tax Manager to join our team at Safeguard Global Recruiting. This role will be responsible for providing tax compliance services to our clients in the venture capital and asset management industries.Key Responsibilities:Manage all aspects of tax...

Senior Associate Attorney - Mergers and AcquisitionsWe are seeking a highly skilled and experienced Senior Associate Attorney to join our Mergers and Acquisitions team in our Silicon Valley office. As a key member of our team, you will work closely with our top-tier international firm to advise clients on high-stakes, high-value acquisitions and cross-border...

We are seeking a highly skilled and organized Executive Personal Assistant to provide exceptional support to our Founder. As a key member of our team, you will be responsible for managing the Founder's schedule, coordinating travel arrangements, and handling various administrative tasks to ensure the smooth operation of our business.Key...

About the RoleWe are seeking a highly skilled Senior Associate Attorney to join our Mergers and Acquisitions practice in Silicon Valley. As a key member of our team, you will work closely with top-tier international clients on high-stakes, high-value acquisitions, including cross-border transactions.Key ResponsibilitiesSupport the growth plan of our Silicon...

Job Summary:We are seeking a highly skilled Senior Business Development Manager to lead the development and success of partnerships and business development of Ad Tech at HP Development Company, L.P. The ideal candidate will have a deep understanding of ad tech and HP's value proposition, and be able to effectively articulate that value to our clients.Key...

Service Advisor Job DescriptionAt Swickard Auto Group, we're revolutionizing the car-buying experience with hospitality. As a Service Advisor, you'll be the critical link between customers and service technicians, ensuring a smooth and positive experience throughout the vehicle service process.Responsibilities:Customer Service and Communication: Greet...

Executive Personal AssistantWe are seeking a highly skilled and trustworthy Executive Personal Assistant to support our Founder in driving company success.Key Responsibilities:Draft and edit correspondences, reports, and other formal documentsPlan and schedule appointments, meetings, and eventsProvide exceptional customer service to onsite guests and service...

Service Advisor Job DescriptionAt Swickard Auto Group, we're revolutionizing the car-buying experience with hospitality. As a Service Advisor, you'll be the critical link between customers and service technicians, ensuring a smooth and positive experience throughout the vehicle service process.Responsibilities:Customer Service and Communication: Greet...

Job Title: Senior Living Sales and Marketing DirectorAt Oakmont Senior Living, we are seeking a highly motivated and experienced Sales and Marketing Director to join our team. As a key member of our leadership team, you will be responsible for developing and implementing a comprehensive sales and marketing strategy to drive occupancy and revenue growth.Key...