- Stanford University (Stanford, CA)
- …promote the office. Responsibilities will include but are not limited to:** ** 1 ) evaluating our portfolio of technology disclosures, 2) preparing marketing materials ... or an equivalent amount of time monthly.** **This recruitment is for a 1 -year-term position, with the possibility of extension. To be considered, please submit your… more
- Equitable (Los Angeles, CA)
- …needs + **Client Service and Implementation** : Analyze and organize client data , ensure confidentiality, prepare and implement appropriate products & services + ... such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach… more