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Dm Stone jobs - Redwood City, CA

Viewing 1 - 10 of 19 jobs

  • Banking/investment operations

    Dm Stone - San Carlos, CA

    Growing financial services firm is looking for operations personnel. Must have experience in banking or investments back office with great attention to detail, able to handle high volume transaction processing, and work at a fast pace.

    30+ days ago from Net-Temps

  • Portfolio Counselor (CFP) - Asset Management

    Dm Stone - Menlo Park, CA

    Job Description - Portfolio Counselor (CFP) Portfolio Counselors are the client relationship managers, providing investment guidance and advice through phone conversations, email and face to face meetings. They learn about clients'...

    30+ days ago from Net-Temps

  • Personal Bankers - Private Banking - SF Bay Area

    Dm Stone - Palo Alto, CA

    Prestigious bank is seeking professionals with strong customer service and operations skills, as well as good common sense, to join their Personal Banking staff at various branches on the SF Peninsula and South Bay area. Hours are...

    30+ days ago from Net-Temps

  • Brokerage Sales Assistant - Large Producer

    Dm Stone - Palo Alto, CA

    National brokerage firm (wire house) is seeking a sales assistant with strong experience supporting a major producer and working with high net worth clientele. Traits needed include excellent communication skills (written and oral),...

    30+ days ago from Net-Temps

  • Salaried Financial Consultants - No Book Required

    Dm Stone - Palo Alto, CA

    Job Description: Openings in Cupertino/SJ, Roseville and Palo Alto (locals only, please); also Portland Oregon. Our client, a prominent national brokerage firm, is currently seeking Series 7 and 66 licensed Financial Consultants. As a...

    30+ days ago from Net-Temps


    Dm Stone - Fremont, CA

    PLEASE NOTE CLIENT HAS OPENINGS IN THE FOLLOWING CITIES: BRENTWOOD, LIVEMORE, SAN JOSE, FREMONT, HAYWARD, CENTRAL VALLEY AND SOUTHERN CALIFORNIA Responsible for providing financial planning strategies for clients by assessing the client?s...

    16 days ago from Net-Temps


    Dm Stone - Oakland, CA

    Great opportunity for CPA with financial services industry experience who is excited to leverage their experience to segue into the growing clean energy industry. This is a "hands-on" role that includes both accounting and operational...

    10 days ago from Net-Temps


    Dm Stone - San Jose, CA

    Responsible for proactively identifying and evaluating risks and controls, completing regulatory compliance analysis and research, identifying issues and/or areas for improvement in efficiency or effectiveness, and working with management...

    30+ days ago from Net-Temps


    Dm Stone - Santa Clara, CA

    Responsible for coordination and maintenance of brokerage operations activities and administration. You will act as the operational expert and addresses operational issues to ensure they are resolved in an efficient and cost-effective...

    19 days ago from Net-Temps


    Dm Stone - San Ramon, CA

    Responsible for managing large, complex, cross-enterprise projects related to technology, products, processes and/or procedures. Interact with senior management throughout the Bank to communicate, create alignment, obtain decisions, and/or...

    30+ days ago from Net-Temps