- UL, LLC (San Diego, CA)
- UL Solutions is currently seeking a Technical Sales Executive to grow our BESS advisory business in North America (US). As a member of the sales team, you will ... The role can be remote in the US. + Grow UL's renewables advisory services portfolio, including Independent Engineering to renewable developers, utilities,… more
- Bank of America (Sacramento, CA)
- …needs and asset thresholds + Manages risk proactively in every aspect of business , product, and service transaction leveraging available tools **The Advisor ... + Client Management + Client Solutions Advisory + Relationship Building + Advisory + Business Development + Fraud Management + Pipeline Management +… more
- Zions Bancorporation (Irvine, CA)
- …Bankers **_Responsibilities:_** + Serves as senior market leader with respect to the wealth advisory services business , ensuring that a full range of ... Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks...procedures, and regulations. + Coordinate the development of new Advisory business and engage with the team… more
- Grant Thornton (San Jose, CA)
- …colleagues across Advisory Business Lines (ABLs) and with other Grant Thornton Service Lines (eg, Audit Services and Tax Services ) + Meet or exceed ... the opportunity to grow and contribute to our clients' business needs by helping them understand their business...firm), which exclusively provides non-attest offerings, including tax and advisory services . In 2025, Grant Thornton formed… more
- Wheeler Accountants LLP (San Jose, CA)
- …Accountants, LLP is a full- service accounting firm providing tax, accounting, audit, and business advisory services . We are a top-rated firm located in ... your typical CPA firm. Yes, we provide tax, attestation, consulting, and client accounting services to a wide range of clients― but we do it differently. We've got… more
- Siemens (Fresno, CA)
- …team. PTI is our trusted advisor that takes a holistic approach, providing business advisory , technical consulting, and simulation software solutions. This role ... Maintaining relationships with clients to ensure satisfaction, analyzing clients' business requirements and identifying opportunities for further business .… more
- Wells Fargo (San Francisco, CA)
- …Accounts (IRA) **About this role:** Wells Fargo is seeking a Senior Lead Fiduciary Advisory Specialist - Estate Services Working at Wells Fargo | Jobs and ... & Trust (BL&T)** unlocks access to Wells Fargo Bank products and services to high-net-worth and ultra-high-net-worth individuals and families based on needs related… more
- Wells Fargo (Yuba City, CA)
- …mortgage, retirement, and investment services , then partner closely with peers in Business Banking Advisory Services , Mortgage and Wealth and Investment ... + 3+ years of experience in a licensed financial services position + Customer service focus with...service digital banking options + Experience using strong business acumen to provide financial services consultation… more
- Wells Fargo (San Diego, CA)
- …mortgage, retirement, and investment services , then partner closely with peers in Business Banking Advisory Services , Mortgage and Wealth and Investment ... * 3+ years of experience in a licensed financial services position * Customer service focus with...service digital banking options * Experience using strong business acumen to provide financial services consultation… more
- Palo Alto Networks (CA)
- …capabilities, maintaining delivery quality, driving revenue and utilization, supporting business development, and advancing service innovation. Working closely ... Assessment offering and own the delivery success of the service line in North America. This includes overseeing a...across Unit 42 and Palo Alto Networks to refine services , contribute to thought leadership, and elevate SOC capabilities… more