7 Wealth Management jobs in Sacramento.

Hiring now: Retirement Plan Services @ Allworth F, Registered Client Service @ Ameriprise, Dir Of Wealth Biz Oversig @ Citizens, Client Service Associate @ State Stre.Explore more at jobswithgpt.com.

🔥 Skills

Wealth Management (3) Business Oversight (3) Control (3) Asset Management (2) Risk Management (2) Financial Institution (2) Retirement Planning (1) Investment Advising (1) 401(k) Management (1) Administrative Support (1)

đź“Ť Locations

Sacramento (5) Folsom (1) Roseville (1)
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Allworth Financial

Retirement Plan Services Associate Folsom
Skills & Focus: Retirement Planning, Investment Advising, 401(k) Management, Administrative Support, Data Management, Scheduling, Salesforce, Client Management, Invoice Generation, Customer Service
About the Company: Allworth Financial is an independent investment financial advisory firm that specializes in retirement planning, investment advising, and 401(k) management wit…
Experience: Minimum of 2 years of administrative support experience preferred
Salary: $50,000 to $56,000 annually
Type: Non-Exempt
Benefits: Extensive benefits package including medical, dental, vision insurance, healthcare savings accounts, flexible working a…

Ameriprise Financial

Registered Client Service Associate Roseville
Skills & Focus: financial planning, client support, investment research, trades, client interactions, documentation, marketing events, administrative duties, data analysis, multi-priority management
About the Company: We’re a diversified financial services leader with more than $1 trillion in assets under management and administration as of 2022. Our team of 20,000 people ad…
Experience: 3 - 5 years relevant experience
Salary: $27.45 - $37.06 / hour
Type: Full time
Benefits: Competitive and comprehensive benefits program including vacation time, sick time, 401(k), health, dental and life insu…

Citizens

Director of Wealth Business Oversight & Control Sacramento
Skills & Focus: wealth management, risk management, internal controls, governance framework, investment oversight, compliance, auditing standards, stakeholder communication, regulatory requirements, critical thinking
About the Company: Citizens is committed to fostering an inclusive culture that enables colleagues to bring their best selves to work every day and where all are expected to be t…
Experience: 10+ years of proven experience working with internal auditing, internal controls, or risk management roles at a financial institution at enterprise level.
Salary: $201,000 - $250,000 per year
Type: Full Time
Benefits: Comprehensive medical, dental and vision coverage, retirement benefits, maternity/paternity leave, flexible work arrang…
Director of Wealth Business Oversight & Control Sacramento
Skills & Focus: Wealth Management, Asset Management, Business Oversight, Control, Financial Solutions, Investment Strategies, Client Relations, Regulatory Compliance, Risk Management, Team Leadership
About the Company: Citizens is a financial institution committed to providing banking services and financial solutions.
Experience: Professional
Type: Full Time
Benefits: Citizens is committed to providing benefits, resources and programming to support the whole you.
Director of Wealth Business Oversight & Control Sacramento
Skills & Focus: Wealth Management, Business Oversight, Control, Financial Institution, Risk Management, Compliance, Investment Strategy, Performance Evaluation, Stakeholder Engagement, Regulatory Adherence
About the Company: Citizens is committed to providing benefits, resources and programming to surface healthy habits and support the whole you, across all aspects of your life.
Experience: Professional
Type: Full Time
Benefits: We’re committed to providing benefits, resources and programming to surface healthy habits and support the whole you, a…

State Street

Client Service Associate Sacramento
Skills & Focus: client relationships, client satisfaction, investment operations, project management, communication, team collaboration, performance, reconciliation, problem solving, financial services
About the Company: State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. We help clients safeguard and steward the inv…
Experience: 0-2 years related industry experience including operational experience
Salary: $41,600 - $66,560 Annual
Type: Full-time
Benefits: Generous medical care, insurance and savings plans, flexible Work Programs, development programs and educational suppor…

Citizens

Director of Wealth Business Oversight & Control Sacramento
Skills & Focus: Wealth Management, Asset Management, Business Oversight, Control, Financial Institution, Diversity, Inclusion, Career Growth, Supportive Culture, Client Relationship
About the Company: Citizens is a leading financial institution dedicated to providing a diverse, inclusive, and high-performing culture.
Experience: Professional
Type: Full Time
Benefits: We’re committed to providing benefits, resources, and programming to support the whole you across all aspects of your l…