- Deloitte (Los Angeles, CA)
- …attorney + Enrolled Agent + Project Management Professional (PMP) + Charged Financial Advisor (CFA) + Professional Engineer Preferred + Advanced degree such as ... MST, MAcc, JD or LLM + Demonstrated sound judgment and instincts in evaluating complex scenarios + Demonstrated effective research, and verbal and written communication skills + Aptitude in MS Project, Word, Excel, and Visio + Previous Big 4 experience +… more
- Columbia Bank (Los Angeles, CA)
- …duties as assigned. **About** **You:** + Bachelor's Degreeor equivalent work experience, preferred + Certified Trust and Financial Advisor (CTFA) designation or ... JD degree, preferred + 10+years'experiencein trust services and team management/supervisory experience, required + 10+ years' experiencein presentations to prospective clients,required + 10+ years'successful sales/client service experience in trust… more
- Walmart (San Bruno, CA)
- …years' experience managing client accounts. 5 years' experience as a strategic advisor working with C-suite clients. ** Preferred Qualifications ** _Outlined ... and RFP responses aligned to client objectives + Serve as a trusted advisor and thought leader in performance and programmatic advertising, including CTV … more
- Deloitte (San Jose, CA)
- …Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer + GRI Preferred + Advanced ... degree such as Masters of Tax, JD, and/or LLM + Strong organizational and time management skills with a demonstrated ability to work independently and manage multiple, competing priorities + Experience working in a virtual and/or global environment + Passion… more
- JPMorgan Chase (Palo Alto, CA)
- …will have the opportunity to work in unison with one or more Home Lending Advisor (s) to create an outstanding customer experience for home buyers. You will rely on ... take complete applications, request documentation from borrowers and review with Home Loan Advisor (s). + Discuss products and pricing at the request of, or in the… more
- Edward Jones (Irvine, CA)
- …visible members of the client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are a continuous learner, have ... are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your… more
- City National Bank (Los Angeles, CA)
- * PREFERRED BANKING RM II* WHAT IS THE OPPORTUNITY? Develops and manages personal banking client relationships with the owners, principals, executive managers and ... financial plans are developed and maintained with the support of Financial Advisor partner. * Ensure that regular, tailored investment and relationships reviews… more
- Thrivent Financial (Irvine, CA)
- …the field training team to enable the development and execution of advisor training deliverables. Foster Growth within Existing Teams: + Support existing practices ... sales growth. + Inform and communicate with leadership team regarding financial advisor progress toward development and sales goals. + Facilitate connections with… more
- University of Southern California (Los Angeles, CA)
- …and possibly a Graduate Residential College/Community Coordinator + Serve as primary advisor or co- advisor (with GRCC) to community council while supporting ... department Programming and Community Building + Serve as primary advisor or co- advisor (with GRCC) to community...> Strong interpersonal and oral and written communication skills. Preferred Experience in addition to the above: > Demonstrated… more
- Deloitte (San Diego, CA)
- …eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred : + Advanced ... degree such as master's in science of tax (MST), JD, or LLM + Previous Big 4 or large CPA firm experience + Transaction and M&A experience + Alteryx experience The wage range for this role takes into account the wide range of factors that are considered in… more