- Citigroup (Riverside, CA)
- …partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + ... and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. +...excellent discovery and profiling skills. + Anticipate the complex financial needs of the client and offer solutions through… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …guidance on accounting policies, procedures, and best practices. + Serve as a financial advisor to the CEO, providing data-driven insights for decision-making. + ... are looking for an experienced Accounting Manager to oversee and optimize financial operations within our organization. The ideal candidate will bring expertise in… more
- Deloitte (Los Angeles, CA)
- …Attorney + Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Ability to travel up to 25%, on ... team with some of the most diverse backgrounds in the industry - financial analysts, developers, business analysts, attorneys and accountants? This is the place for… more
- Deloitte (San Francisco, CA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... regimes contributing to global tax transparency? Would you like to understand financial services and products across an array of industries (banking, asset… more
- Dunham & Associates Investment Counsel, Inc. (San Diego, CA)
- …Essential Functions: + Establish and maintain current and potential client and financial advisor relationships through proactive cold calls and webinars. + ... subsidiaries (collectively, "Dunham") is a thought leader in the financial services industry. The way we work is a...a multi-billion-dollar firm. We work with close to 1,400 Financial Advisors across all 50 states. Dunham & Associates… more
- UCLA Health (Los Angeles, CA)
- …and success + Build relationships with cost centers and become their trusted financial advisor Salary Range: $92,600 - $202,200/annually. Please note that the ... significant impact on a world-class health organization. Ensure the financial strength and health of a dynamic healthcare leader....are part of the team who manages the budgeting, financial planning and operational finance for a $3 billion… more
- AeroVironment (Simi Valley, CA)
- …to key control requirements including Sarbanes Oxley. + Act as an active financial advisor to the Operations management team. Support Operations staff in ... causes of variances, recommend process improvements, and ensure accurate financial reporting. **Position Responsibilities:** + Drives accounting process within the… more
- Bank of America (Irvine, CA)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible… more
- Deloitte (Sacramento, CA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- Deloitte (Los Angeles, CA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more