- Atria Wealth Solutions (Dublin, CA)
- …24 or Series 9/10 Securities Registrations equivalent required. + Previous Financial Advisor experience preferred + Advanced Industry Designations preferred ... Through its relationship with CUSO Financial Services, L. P. (CFS) Patelco Credit Union...Patelco Credit Union is seeking a Manager, Investment Services Program in the Dublin, CA areas. About Patelco Credit… more
- HUB International (San Rafael, CA)
- …Retirement Partners, LLC, a HUB International Company, is a registered investment advisor with over $134B in retirement plan assets under advisement, and $8.5B ... advisors in more than 120 offices throughout the United States, GRP's financial advisors provide investment services to over 9,000 retirement plans with over… more
- Medtronic (Northridge, CA)
- …role overseeing the integrity, accuracy, and compliance of a company's financial reporting to external stakeholders, including investors, regulators, and the public. ... liaison with auditors and regulatory bodies, and serve as a trusted advisor to executive leadership on complex technical accounting matters. The successful Director… more
- H&R Block (Cupertino, CA)
- …including assisting with client onboarding, accurate and timely recording of financial transactions, financial statement generation, sales tax filing, bank ... effective two-way referral method to assist in the overall development of the business services client base serviced by...Day to day, you'll + Process various forms of financial information and materials and enter financial … more
- Proofpoint (Sunnyvale, CA)
- …with business and financial goals. + Act as the principal tax advisor to senior leadership, including the CAO and CFO. + Partner cross-functionally with Legal, ... jurisdictions. The successful candidate will serve as a trusted advisor to the executive team, drive operational excellence, and...FP&A, Treasury, and Corporate Development to advise on global business initiatives and transactions.… more
- CVS Health (Santa Ana, CA)
- …Beauty Sales Consultant, you are excited about beauty! As the primary beauty advisor to our customers, you will provide friendly, knowledgeable sales service to ... + Seek out customers to ensure they have a fantastic beauty advisor experience through personalized sales service based on customer needs, effective upselling… more
- Columbia Bank (Riverside, CA)
- …loans, deposits and core fee income, to support the bank in achieving its overall financial targets. + Serves as a trusted advisor to clients, functions as the ... and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best...**About the Role:** Responsible for being the key banking advisor for Middle Market client relationships. Accountable for prospecting… more
- CalSTRS (Sacramento, CA)
- …offer thriving wellness and sustainability programs, an award-winning employee recognition program , and ongoing training, learning and development opportunities. ... team manages system configuration, integration, reporting, and technical operations for financial , procurement, and related processes. They serve as the go-to… more
- Eliassen Group (Sacramento, CA)
- …opportunity for a Portfolio Manager-Veteran's Affairs. This is a high-visibility position, managing Program Managers, while serving as a strategic advisor to VA ... **Portfolio Manager** **Anywhere** **Type:** Contract-to-Hire **Category:** Program /Project Management **Industry:** Healthcare **Workplace Type:** Remote **Reference… more
- Wells Fargo (Los Angeles, CA)
- **About Wells Fargo** Wells Fargo & Company is a leading financial services company that has approximately $1.9 trillion in assets. We provide a diversified set of ... pillars: Integrated Business Advice, Risk Management, Talent & Leadership Development , and Operational Excellence. **\#LegalDeptJobs** **The Role** The Commercial… more