- San Francisco Federal Credit Union (San Francisco, CA)
- …Continuing along it highly successful growth trajectory, SFFedCU is seeking a Relationship Advisor for our Golden Gate Branch in San Francisco. The Relationship ... Advisor (RA) serves as a strategic relationship leader and...Who Are You? * Preferred qualifications include Series 7 License and/or NMLS ID. * Bachelor's degree in Business,… more
- Charles Schwab (Sacramento, CA)
- …helping us "challenge the status quo" and transform the finance industry together. Schwab Advisor Services (http://advisorservices.schwab.com/public/ advisor ... supported by leading technology and experienced people to our advisor clients to help them profitably grow, compete, and...required + A valid and active FINRA Series 7 license + A valid and active FINRA Series 63… more
- Navy Federal Credit Union (Vacaville, CA)
- …services to achieve the financial client's goals as a registered representative/ advisor /agent of Navy Federal Investment Services (NFIS) and subsidiaries, or ... to grow book of business + Partners with Wealth Advisor in assigned territory to segment book of business...63/65 or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90… more
- Robert Half Finance & Accounting (San Jose, CA)
- …resume via LinkedIn to JC del Rosario - I'd love to connect! Tax Advisor (CPA/EA) Join a dynamic financial services team dedicated to delivering holistic solutions ... to clients. We're seeking an experienced Tax Advisor to help manage a growing client base and...and advanced tax strategies + Active CPA or EA license + Demonstrated professionalism, integrity, and ability to handle… more
- 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
- Wells Fargo (Pasadena, CA)
- …skills, deep financial product knowledge, and a proven ability to influence advisor behavior and business outcomes. The Market Growth Director will work closely ... Internal Centers of Influence to drive sales results + Drive sales and Advisor participation across a wide range of Wells Fargo Wealth Investment Management products… 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
- AON (Los Angeles, CA)
- …clients. Aon's Global Client Network (AGCN) is comprised of dedicated teams of risk advisor 's throughout the world. The AGCN provides counsel and advice at the local ... collaboration across offices and/or geographies to support multinational risk management/ finance practices on behalf of insureds, brokers, and/or insurers. Required… more
- CBRE (Sacramento, CA)
- …+ Provide consultative advisory services to clients, aiming to become a trusted advisor in HUD multifamily finance . + Collaborate closely with CBRE professionals ... concepts, practices, and procedures associated with commercial real estate finance , including commercial appraising, market analysis, and investment analysis. **What… more
- AeroVironment (San Diego, CA)
- …business units, attending meetings, documenting workflows, and serving as a trusted advisor . + **Acts as the subject matter expert (SME) for designated partner ... for digitalization and automation. + Serves as a "trusted advisor " to the BU and functions as a key...+ Bachelor's degree in the field of Computer Science, Finance and/or related field is required or equivalent combination… more