Manager of Savings and Investments Jobs in Walnut Creek, CA
A Manager of Savings and Investments in the banking industry is primarily responsible for overseeing the savings and investment portfolios of clients. They guide clients in making the most profitable financial decisions, developing investment strategies while also ensuring that they meet regulatory compliance standards. They monitor and analyze market trends, execute investment transactions and manage associated risks. They are also involved in fostering client relationships, providing financial advice and presenting investment opportunities.
Important skills for this role include strong analytical abilities, decision-making skills, a deep understanding of financial markets, and excellent communication skills. Familiarity with investment and portfolio management software is also an advantage. Certifications such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Certified Investment Management Analyst (CIMA) can enhance credibility and expertise. Prior to becoming a Manager of Savings and Investments, an individual may have roles such as Financial Analyst, Investment Advisor, or Portfolio Manager.
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 6 days ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 6 days ago
Prepare and present detailed financial reports for internal leadership, tax equity investors, and lenders....
- Fremont, CA (21 miles from Walnut Creek, CA)
- 8 days ago
- Fremont, CA (21 miles from Walnut Creek, CA)
- 8 days ago
The Utility Energy Asset Manager plays a pivotal role in the success and optimization of Tesla's expanding portfolio of utility-scale battery storage projects. This position serves as the main...
2026 Corporate & Investment Banking Associate Program (California) - Early Careers
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 12 days ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 12 days ago
A trusted partner to our clients, we provide corporate and transaction banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading...
Investment Consultant - San Francisco, CA
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 12 days ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 12 days ago
Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm...
Lead Alternative Investment Consultant
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 12 days ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 12 days ago
About this role: Wells Fargo is seeking a Lead Alternative Investment Consultant (Lead Wealth Investment Consultant) in the Alternative Investments group as part of Wealth & Investment Management...
Investment Consultant -Presidio Heights
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 14 days ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 14 days ago
Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the...
Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the...
Investment Banking Associate, Technology - San Francisco
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 16 days ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 16 days ago
Ideal candidates must also possess: Excellent analytical and presentation skills Knowledge of basic accounting and financial concepts; ability to analyze and value businesses Experience in Investment...
Asset Manager - Vice President
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 18 days ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 18 days ago
The Northern California VP Asset Manager is a critical position within the retail real estate team. Together with the Asset Management team they're responsible for managing the relationship with,...
Wealth Management Advisor - Walnut Creek, CA
- Walnut Creek, CA
- 19 days ago
- Walnut Creek, CA
- 19 days ago
Wealth Management Advisor Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically...
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 20 days ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 20 days ago
Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management....
Sr. Infrastructure Asset Manager
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 30+ days ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 30+ days ago
Our Company Changing the world through digital experiences is what Adobe's all about. We give everyone-from emerging artists to global brands-everything they need to design and deliver exceptional...
VP Investment Banker - Software
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 60+ days ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 60+ days ago
Banking ------------------------------------------------------ Time Type: Full time ------------------------------------------------------ Primary Location: San Francisco California United States -...
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 90+ days ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 90+ days ago
Employer: DWS Group Title: Asset Manager Real Estate - Commercial Location: San Francisco Job Code: #LI-LV2 #LI-03 About DWS: Today, markets face a whole new set of pressures but also a whole lot...
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 90+ days ago
- San Francisco, CA (19 miles from Walnut Creek, CA)
- 90+ days ago
POSITION SUMMARY: The Investment Consultant - Relationship Manager on a FA/PWA team is responsible for the development, maintenance, and oversight of relationships with new and existing clients....
Demographic Data for Walnut Creek, CA
Moving to Walnut Creek, CA? Find some basic demographic data about Walnut Creek, CA below.
Manager of Savings and Investments Online Courses and Training Opportunities
Salary for Manager of Savings and Investments Jobs in Walnut Creek, CA
Required or preferred licenses and certifications for Manager of Savings and Investments positions.
Highest Education Level
Manager of Savings and Investmentss in Walnut Creek, CA offer the following education backgroundQualifications / Skill Sets
The following top skills are often required or desired to land a Manager of Savings and Investments position
- Estate Planning
- Presentation
- Accruals
- Acquisitions
- Revenue Recognition
- Commercial Real Estate
- Client Relationships
- Private Equity
- Asset Allocation
- Certified Financial Planner
- Reimbursement
- Series 65 Licensed
- Relationship Management
- Financial Statement Analysis
- Nationwide Mortgage Licensing System & Registry
- BSA
- Private Banking
- Freddie Mac
- Fannie Mae
- OFAC
- Mortgage Processing
- Financial Services
- Wealth Management
- Capital Markets
- Investment Banking
- Valuation
- Financial Statements
- Investment Management
- Portfolio Management
- Financial Planning
- Financial Modeling
- Due Diligence
- Asset Management
- Financial Analysis
- Real Estate
- Risk Management
- Finance
- Strategy Development
- Relationship Management
- Business Development
- Negotiation
- Written Communication
- Documentation
- Accounting
- Mentoring
- Collaboration
- Reporting
- Interpersonal Skills
- Policy Development
- Bachelor's Degree
- Regulations
- Problem Solving
- Microsoft Excel
- Sales
- Research Skills
- Organization
- Leadership
- Communication Skills
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