• Senior Financial Advisor

    Robert Half Finance & Accounting (Mountain View, CA)
    …values-driven financial advisory firm is seeking a dedicated and experienced Senior Financial Advisor to join its team. This role is focused on managing and ... Key Responsibilities Client Relationship Management + Serve as the primary advisor for a portfolio of high-net-worth clients. + Maintain regular communication… more
    Robert Half Finance & Accounting (07/27/25)
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  • Wealth Advisor , Schwab Wealth Advisory…

    Charles Schwab (Los Angeles, CA)
    …problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration and ... on site in the specified locations. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining...Qualifications:** + Bachelor's degree + Active FINRA Series 7 license + _(May be obtained with a 120-day condition… more
    Charles Schwab (07/18/25)
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  • Service Advisor

    Airport Marina Honda (Los Angeles, CA)
    …Manager before being promoted again. Another example was one of our current Finance Managers started in Sales. We advocate "Promote Within" as much as possible. ... High school diploma or equivalent * Valid commercial driver's license & clean driving record * Accredited training in...& clean driving record * Accredited training in service advisor skills, customer satisfaction and quality control * Automotive… more
    Airport Marina Honda (06/28/25)
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  • Investment Advisor

    Navy Federal Credit Union (San Diego, CA)
    …services to achieve the financial client's goals as a registered representative/ advisor /agent of Navy Federal Investment Services (NFIS) and subsidiaries, or ... of NASAA Series 63/65 or 66 registration required + Life & Health Insurance License preferred (or the ability to obtain within 90 days of hire) + Effective… more
    Navy Federal Credit Union (07/29/25)
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  • Financial Consultant Partner

    Charles Schwab (Los Gatos, CA)
    …creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As a Financial Consultant Partner (FCP), you are in the ... desire to grow under the mentorship of a seasoned advisor , this could be the role for you. **What...**Required Qualifications:** + A valid and active Series 7 license is required ( _license may be obtained under… more
    Charles Schwab (08/01/25)
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  • Enterprise Applications Analyst

    AeroVironment (Simi Valley, CA)
    …in subject matters pertaining to both technology and the business + Serves as a "trusted advisor " to the BU and functions as a key point of contact for BU & DBT ... + Bachelor's degree in the field of Computer Science, Finance and/or related field is required or equivalent combination...or a person to be approved for an export license by the governing agency whose technology comes under… more
    AeroVironment (07/24/25)
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  • Cost Accountant, Sr.

    AeroVironment (Simi Valley, CA)
    …key control requirements including Sarbanes Oxley. + Act as an active financial advisor to the Operations management team. Support Operations staff in developing and ... Qualifications (Required Skills & Experience):** + Bachelor's degree in Finance or related field is required or equivalent combination...or a person to be approved for an export license by the governing agency whose technology comes under… more
    AeroVironment (07/29/25)
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  • GCB Sr. Relationship Manager (Middle Market - Los…

    Bank of America (Los Angeles, CA)
    …include serving as the primary point of contact or trusted advisor and acquiring, deepening, and maintaining profitable relationships, collaborating with teammates, ... Pipeline Management + Undergraduate degree desired: Majors in business, finance or economics preferred. MBA desirable **Required Skills** +...& 63 (Must obtain SIE, series 7 & 63 license within 180 days of start date) _The following… more
    Bank of America (07/31/25)
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  • Data & Reporting Analyst

    Eliassen Group (Sacramento, CA)
    …lead level position that is responsible for managing simple to complex software license compliance data and reporting to maximize resources in various departments or ... members on software licensing effectiveness. + Become a trusted software licensing advisor through the creation of business partnership. + Provide software licensing… more
    Eliassen Group (07/24/25)
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  • Senior Project Manager (Cost Reimbursement Review)

    Harris & Associates (Irvine, CA)
    …in a suitable home office. Who We Are Our Municipal + District Finance team functions in a dynamic, high-energy environment where meeting deadlines is crucial. ... Licensed Engineer in California with ability to obtain Nevada license preferred + A minimum of 10 years of...and Nevada as needed. + Ability to cultivate trusted advisor relationships through quality technical service and effective interactions.… more
    Harris & Associates (05/13/25)
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