- JPMorgan Chase (San Francisco, CA)
- …relationships. You will work as part of a team of expert client advisors (bankers, global investment specialists, wealth advisors and lending advisors ... and preparing account reviews + Coordinating with global investment specialists, wealth advisors and lending advisors ' client pitches, meeting agendas and… more
- Perdue Farms, Inc. (Petaluma, CA)
- …and drive improvements in the business unit. Working closely with flock advisors to ensure breeders are in the correct weight range, weight projections ... + Provide Leadership, Training and Coaching to all Flock Advisors to ensure all Perdue Policies and Production Programs...System, Field Visits, and Phone Communications with both Flock Advisors and Contract Producers. + Responsible for the writing… more
- Thrivent Financial (Costa Mesa, CA)
- …as business development, marketing, technology, engagement, and experienced advisors -as you build your business. Desired Characteristics Our culture ... generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside… more
- JPMorgan Chase (Temecula, CA)
- …when, where and how our customers want. You will lead a team of a Financial Advisors who service a wide range of clients, from those just starting to save to those ... obsessed culture + Identify opportunities to attract and recruit Advisors , improve performance of existing Advisors and...and recruit Advisors , improve performance of existing Advisors and ensure talent and performance strategies are in… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …As a Tax Accountant, you'll work closely with senior leadership and external advisors to oversee tax compliance across multiple entities. You'll also contribute to ... tax returns, K-1s, and foreign filings prepared by external advisors + Validate estimated tax calculations and ensure timely...timely payments + Conduct tax research and collaborate with advisors on strategic tax positioning + Serve as the… more
- Edward Jones (Long Beach, CA)
- …be the right opportunity for you. With the same licensing as our Financial Advisors , Associate Financial Advisors work with an established Financial Advisor to ... communities in alignment with firm strategy. Our Associate Financial Advisors are an essential part of the client team,...first. With over 9 million clients and 20,000 financial advisors across the US and Canada, we're proud to… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …The ideal candidate will work closely with senior leadership and external advisors , contributing to the firm's mission of supporting transformative innovation. Key ... + Review tax returns, K-1s, and foreign filings prepared by external advisors . + Validate estimated tax calculations and facilitate timely payments. + Conduct… more
- JPMorgan Chase (San Diego County, CA)
- …abreast of trends and strategies in wealth management and engage with other advisors on client engagement efforts. Your new business generation will come from three ... Recommend customized wealth solutions and the right team of advisors to manage the client's portfolio and serve their...with JP Morgan Wealth Management (primarily Case Wealth Management) advisors on client engagement efforts. + Partner with Chase… more
- Robert Half Finance & Accounting (Orinda, CA)
- …Prepare updated financial plans in advance of meetings and review strategies with advisors . + Research client-specific issues and present findings to the team. + ... document, and maintain financial planning procedures. + Collaborate with clients, advisors , and external professionals as needed. + Participate in special projects,… more
- Bank of America (Redding, CA)
- …and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they ... the centralized team as a Financial Solutions Advisor. The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining… more