- Edward Jones (Elk Grove, CA)
- …the skills, systems and business practices you need to succeed in our client -first business model. The new financial advisor compensation program includes ... at a professional crossroads, a career as a financial advisor may be the right change for you. Financial...contribute to the firm's purpose. They deeply understand the client 's goals and why they are important to accelerate… more
- WestPac Wealth Partners - San Diego, CA (San Diego, CA)
- …medical professionals, professional athletes, and individuals seeking personal financial solutions . Fortune Magazine recently recognized WestPac Wealth Partners in ... advocate for your clients; commitment to enhance, enrich, and serve the client base *Implement cutting-edge financial strategies to grow and develop long-lasting,… more
- New York Life - Roseville (Sacramento, CA)
- …financial security and peace of mind through our insurance, annuity, and investment solutions . We act with integrity and humanity in all our interactions with our ... 6/1/19. For methodology, please see http://fortune.com/fortune500/ Responsibilities *Assess each client 's potential life and financial needs to create an… more
- Morgan Stanley (San Francisco, CA)
- …other materials for client meetings Review and take appropriate action on client account alerts OTHER Partner with Financial Advisor (s) in developing a ... POSITION SUMMARY: Client Service Associates provide exceptional service to our...provide exceptional service to our clients and support Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teams… more
- Crowe LLP (Los Angeles, CA)
- …direct, and monitor multiple client engagements as well as serve as a business advisor to the client Research and consult on complex tax matters Work with ... we continuously invest in innovative ideas, such as AI-enabled insights and technology-powered solutions , to enhance our services. Join us at Crowe and embark on a… more
- Stantec (Los Angeles, CA)
- …for budget forecasting, invoice review, and achieving financial goals. Serving as a trusted advisor to the client . Pro-actively identifying client needs and ... potential program delivery risks and challenges. Lead and be actively engaged with client relationship building and maintenance. Leading and overseeing the work of a… more
- Houlihan Lokey, Inc. (Los Angeles, CA)
- Business Unit: Capital Solutions Industry: No Industry Overview Houlihan Lokey, Inc. (NYSE:HLI) is a global investment bank with expertise in mergers and ... acquisitions, capital solutions , financial restructuring, and financial and valuation advisory. Houlihan...intellectual rigor are hallmarks of the firm's commitment to client success across its advisory services. The firm is… more
- Johnson Controls (San Diego, CA)
- …knowledge Business/financial management expertise Acts as a Strategic Partner, Trusted Advisor Proven sales and/or client relationship management experience ... JCI. The Business Development Director creates customer demand for service partnership-based solutions that allow customers to achieve their mission and long term… more
- Milestone Technologies, Inc. (Fremont, CA)
- …and stakeholders. Lead pre-sales efforts, including proposal development, technical presentations, and client negotiations. Act as a trusted advisor to clients, ... growing ahead of the market. The company specializes in providing solutions across Application Services and Consulting, Digital Product Engineering, Digital… more
- Pigment (San Francisco, CA)
- …for product enhancements Minimum Qualifications: -6 years of experience as a Solution Architect or a similar technical, client -facing role -Comfort and ... scale. We connect people, data, and processes in one intuitive, feature-rich solution , empowering every team-from Finance to HR-to build, adapt, and align strategic… more
