- 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 ... your dependents + 401(k) with employer matching + Paid time off, including an annual Employee Volunteer Day +...fees and objectives can be found in their ADV Part 2, which is available upon request. We have… more
- UCLA Health (Los Angeles, CA)
- …research while supporting excellence in nutrition care and patient service. _*This is a part - time , per diem role which may convert to career*_ Hourly Per Diem ... or Nutrition and Dietetic Technician + Registered (NDTR) certification + ANSI- CFP food safety certification required (ServSafe, Prometric, NRFSP, 360 Training) +… more
- Edward Jones (Berkeley, 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