- Umpqua Bank (Sacramento, CA)
- …Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. We are part of a communitybank,and this individual should be integrated into their ... questions, and providing ongoing support and education. + Manage time and expenses for optimal productivity and results. +...preferred and/or applicable professional credentials such as CFA, CIMA, CFP , CWS, CEPA, or AIF, required. + 5+ years… more
- Charles Schwab (San Diego, CA)
- …the SWAI strategy. Essential skills include: + CWS(R) or CPWA designation required + CFP (R) or CFA designation required + Active and valid FINRA Series 7 license ... working directly with clients highly preferred Please note; as part of the selection process for this position, internal...company match and Employee stock purchase plan + Paid time for vacation, volunteering, and 28-day sabbatical after every… more
- Healthcare Services Group, Inc. (Los Angeles, CA)
- …quality control and in-servicing staff to meet HCSG standards is an essential part of the Manager's responsibility and includes touring the kitchen several times per ... or successfully complete an approved Conference of Food Protection ( CFP ) Food Protection Manager (FPM) course within the first...able to be at work as scheduled and on time . + Compliance with COVID-19 Vaccination Policies, as required… more
- CIBC (Newport Beach, CA)
- …arrangement (proportion of on-site and remote work) will be discussed at the time of your interview._** **How you'll succeed** The Private Banking Advisor's specific ... degree or certification including MBA, JD, formal credit training, CFP , CFA, CTFA or CPA preferred. + Series 7,...Account, Life Insurance, Disability, and Other Insurance Plans, Paid Time Off (including Sick Leave, Parental Leave, and Vacation),… more
- Guardian Life (Sacramento, CA)
- …Excellent Relationship Management/Client Relations skills. + Demonstrate abilities in time management; including managing multiple projects and meeting strict ... deadlines. + Professional designation such as CLU, ChFC or CFP preferred. **Education** + Bachelor's degree required **Salary Range** $90,000 - $105,000 The salary… more
- Deloitte (San Diego, CA)
- …practice, you will spend at least half (potentially 100%) of your time serving non-profit clients including health care providers or plans, private foundations, ... charities, higher educational institutions and other non-profit organizations. Your time will be focused on providing tax compliance and...up for success in your role and career. As part of the Tax-Exempt practice, you will interact with… more
- Aristotle Capital Management (Newport Beach, CA)
- …6 months of being hired. + Series 6, 63, or 66: strongly desired. + CFA, CFP or MBA (or progress towards), desired. + Clean U4/5. + Natural interest in financial ... Matching + A culture that values inclusivity + Paid time off, including annual Employee Volunteer Day + Life,...fees and objectives can be found in their ADV Part 2, which is available upon request. We have… more
- Atria Wealth Solutions (Dublin, CA)
- …Tuition reimbursement Emotional Health: + Employee Assistance Program (EAP) + PTO for part - time and full- time positions + Paid holidays Personal Development: ... Advisor experience preferred + Advanced Industry Designations preferred - such as CFP , ChFC, CRPC, RICP, CFF + Excellent working knowledge of financial institution… more
- Edward Jones (Fresno, CA)
- …other investment firm, serving over eight million clients. Our financial advisors are a valued part of our firm, and we credit much of our success to their unique ... law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses;...licenses preferred + Preferred additional professional designations such as CFP (R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM)… more
- Guardian Life (Sacramento, CA)
- …have** + Juris Doctor (JD) law degree required + CPA preferred + CFP /CLU/ChFC preferred + Expert knowledge of tax planning, exit planning, business succession, ... career, surrounded by diverse colleagues with high ethical standards. **Inspire Well-Being** As part of Guardian's Purpose - to inspire well-being - we are committed… more