- Edward Jones (Granite Bay, CA)
- …Support Team Professional role, you are a critical member of that team along with the financial advisor. You are the first voice a client hears when they call on the ... see them coming a mile away. You and your financial advisor are essential in working together to help...together to help your clients achieve their most cherished financial goals. **Job Overview** **Position Schedule:** Full-Time Branch Address:… more
- Nuveen Investments (Sherman Oaks, CA)
- …base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. ... The Wealth Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations… more
- Lincoln Financial (Sacramento, CA)
- …for supporting integrations and improving processes that extract data needed for financial modeling from Lincoln's primary data repositories and delivering it to our ... closure due to applicant volume. **What's it like to work here?** At Lincoln Financial , we love what we do. We make meaningful contributions each and every day… more
- BMO Financial Group (Los Angeles, CA)
- …Ensures alignment between stakeholders. + Researches and analyzes company and industry financial and operating information. + Performs complex financial modeling ... of client / industry evaluations. + Creates statistical exhibits and financial performance trend analysis for client presentations. + Prepares industry compilations.… more
- CalSTRS (Sacramento, CA)
- …Accountant II State Teachers' Retirement System JC-480900 - Investment Accountant II FINANCIAL ACCOUNTANT II $8,658.00 - $10,758.00 per Month New to State candidates ... are still being considered and do not need to reapply.** The CalSTRS Financial Planning, Accounting, and Reporting Division is seeking a motivated individual to work… more
- Coinbase (Sacramento, CA)
- …as we build the emerging onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a very specific candidate. We want ... power of crypto and blockchain technology to update the financial system. We want someone who is eager to...institutional trading and financing, and build a more innovative financial system. You will work closely with engineering, design,… more
- Robert Half Finance & Accounting (Hawthorne, CA)
- …to join our team in Hawthorne, California. This role is ideal for a financial expert with extensive experience in accounting, financial reporting, and compliance ... receivable, and month-end close processes. * Prepare and analyze budgets, financial reports, and forecasts to support organizational goals. * Ensure compliance… more
- Stanford Health Care (Menlo Park, CA)
- …with the BOSI Business Manager to craft and oversee the annual budget, ensuring financial alignment with our goals. + **Capital Project Set Up:** Take the reins in ... construction vendor invoices and general contractor pay applications, maintaining financial integrity and accountability. + **Ad Hoc Reporting:** Provide analytical… more
- JPMorgan Chase (Los Angeles, CA)
- …Consumer and Community Banking, you will help your clients explore the full financial possibilities their wealth creates. You will be responsible for fostering and ... full breadth of JPMorganChase capabilities addressing the client's full financial picture. As part of a local team, you...and skills** + A minimum of five years of financial services or service sales experience, established high net… more
- JPMorgan Chase (San Francisco, CA)
- …acquire, manage, and retain meaningful relationships with our customers, using your financial knowledge to offer thoughtful solutions to help address their ... financial needs, contributing to the success of the branch....and over the phone, to build lasting relationships, discover financial needs, and tailor product and service recommendations +… more