- City National Bank (Los Angeles, CA)
- …Assistant Investment Officers and licensed representatives in client servicing, business development , retention, and portfolio management efforts. Assist ... client servicing and transaction processing. WHAT WILL YOU DO? * Open Investment Advisory Program accounts and work directly with clients, Financial Advisors and CNS… more
- AECOM (Los Angeles, CA)
- …, or related degree program + 4 years of relevant current planning experience processing development entitlements or demonstrated equivalency of experience ... and resilient solutions throughout the project lifecycle - from advisory , planning , design and engineering to program...Buildings & Places ** Business Group:** DCS **Strategic Business Unit:** West **Career Area:** Planning **Work… more
- Deloitte (Costa Mesa, CA)
- …and sector-specific trainings. + Preparing and leading client meetings on compliance and advisory projects related to tax planning opportunities, and the tax ... in partnership taxation, and advising on important tax and business issues? If you're a tax professional who wants...utilize your prior experience to provide tax compliance and advisory services to investment management clients. You will assist… more
- Deloitte (Sacramento, CA)
- …and tax filings + Preparing and leading client meetings on compliance and advisory projects related to tax planning opportunities, and the tax implications ... or other business -related field + 5+ years' experience providing tax planning services or preparing and reviewing client work papers and income tax returns… more
- Bank of America (Bakersfield, CA)
- …managing client portfolios and driving growth + Proven relationship building and business development skills Desired Skills: + Bachelor's degree or higher ... its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment… more
- Burns & McDonnell (Walnut Creek, CA)
- …Planning & Market Assessment + Financial Analysis & Rates + Utility Investment Planning + Renewable Energy + Energy Asset Advisory + Zero Emissions ... is responsible for the successful sale and execution of management and advisory consulting engagements. This role requires subject matter expertise in at least… more
- Rincon Consultants (Ventura, CA)
- …and professional networks to position Rincon as a thought leader in urban forestry. ** Business Development and Leadership** + Lead development of Rincon's ... encouraging collaboration and solution-oriented thinking. + Lead urban forestry business development efforts, including proposal preparation and client… more
- US Bank (San Diego County, CA)
- …Strong presentation abilities + Strong relationship management, sales, and new business development skills + Well-developed analytical and problem-solving skills ... of the world's Most Admired Companies. With a diversified business mix and industry leading debt ratings, US Bank...The Wealth Management Advisor position is the investment, investment planning , and insurance products lead on the Wealth Management… more
- Cherry Bekaert (Sacramento, CA)
- … Advisory LLC are members of Allinial Global, an accountancy and business advisory global association. Visit us at https://careers.cbh.com/ and follow us ... for writing NMTC Allocation Applications for the portfolio of client community development entities (CDEs) and manage the grant writing and applications process for… more
- The County of Los Angeles (Los Angeles, CA)
- …of Economic Opportunity (DEO) is LA County's central economic and workforce development hub helping residents connect to new career pathways, start and certify ... a business , and access life-changing opportunities. We're working to advance...instructions for their implementation. + Provides consultation in the development of new plans, systems and policies. + Analyzes… more