- Unknown (San Diego, CA)
- Associate Vice President and Wealth Advisor About the Company Premier investment advisor & manager Industry Investment Management Type Privately Held About the ... Role The Company is seeking Wealth Advisor Associates / Associate Vice Presidents to join its...to HNW/UHNW client service or financial planning. A CFP(R) certification or coursework completion is strongly preferred, as is… more
- Unknown (San Clemente, CA)
- Senior Wealth Advisor About the Company Fast-growing independent investment advisory firm Industry Investment Management Type Privately Held About the Role The ... Company is in search of a Senior Wealth Advisor to join their team. The successful candidate will... position at the company should have a CFP certification , which is preferred, and a minimum of 3… more
- Unknown (San Francisco, CA)
- …continuous improvement in accounting processes and systems, and serve as a key advisor to the CFO and executive leadership on accounting matters. Candidates should ... controls, compliance, and reporting frameworks. A bachelor's degree in Accounting, Finance , or a related discipline is required, and professional credentials such… more
- Southern California Edison (Pomona, CA)
- Join the Clean Energy Revolution Become a Distribution Project Controls, Senior Advisor at Southern California Edison (SCE) and help build a better tomorrow. In this ... dollars in annual investments across Transmission & Distribution. As a Senior Advisor , you will partner closely with Substation Leadership, Operational Finance ,… more
- Robert Half Finance & Accounting (San Ramon, CA)
- Description Jennifer Fukumae with Robert Half Finance & Accounting is partnering with a well-established and growing wealth management firm in San Ramon to identify ... an experienced Financial Advisor who is exploring their next career move. This...could be a strong next step. Requirements + CFP(R) certification required + 5+ years of experience in financial… more
- Robert Half Finance & Accounting (San Ramon, CA)
- Description Lead Advisor - Wealth Management About Us We are a growing wealth management firm dedicated to helping successful individuals, families, and businesses ... approach to wealth planning. The Role As a Lead Advisor , you'll play a key role in supporting senior...client engagement + Support for FINRA exams and CFP certification + Collaborative team culture and work-life balance Requirements… more
- H&R Block (San Mateo, CA)
- …It would be even better if you also had + CPA or Enrolled Agent certification + Experience completing complex tax returns + 5+ years of experience in accounting, ... finance , bookkeeping or tax + Experience conducting virtual tax interviews that create confidence in clients + Tax planning and audit support experience + Sales… more
- Intuit (San Diego, CA)
- …aligned with organizational growth. + Stakeholder Leadership: Serve as the trusted advisor to the finance organization. Influence decision-making at senior ... **Overview** Intuit's Finance team drives business growth and profitability through...Preferred Qualifications + Master's degree (MBA) or a professional certification (CPA, PMP). + Experience with Oracle ERP and… more
- IHG (Santa Monica, CA)
- …in finance , Accounting, or a related field. + Professional accounting or finance designation or certification preferred + In-depth knowledge of GAAP and the ... For more information visit RegentSantaMonicaBeach.com. **Job Summary:** As the Director of Finance , you will provide financial leadership to the business. You will… more
- ServiceNow, Inc. (Santa Clara, CA)
- …for cost optimization, forecasting, and financial governance. As a trusted technical advisor , you'll present to Engineering, Finance , and executive stakeholders, ... Working alongside cloud engineers, data scientists, AI platform teams, and Finance leadership, you'll architect the systems and strategies that enable AI… more
