- Bank of America (Newport Beach, CA)
- …supporting business objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial ... sales practice activities, and conduct of market personnel + Manages day-to-day Financial Advisor (FA) business needs, while ensuring adherence to the… more
- H&R Block (Cupertino, CA)
- …including assisting with client onboarding, accurate and timely recording of financial transactions, financial statement generation, sales tax filing, bank ... Day to day, you'll + Process various forms of financial information and materials and enter financial ...bookkeeping and payroll information in order for the Tax Advisor to complete an accurate tax return + Provide… more
- Bank of America (Napa, CA)
- …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 ... and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an… more
- Robert Half Finance & Accounting (Orinda, CA)
- Description Job Posting: Financial Planning Associate - Wealth Management A well-established, people-first wealth management firm in the East Bay is seeking a ... passionate and detail-oriented Financial Planning Associate to join its collaborative... lives. About the Firm This fee-only Registered Investment Advisor manages approximately $500 million in assets and is… more
- Bank of America (Los Angeles, CA)
- …Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators and outside legal counsel + ... the Market Strategy Plans. The PWCRM partners closely with advisor teams to deliver a branded client service model...for facilitating the supplemental compensation contract process between the Financial Advisors and Client Associate on an… more
- The County of Los Angeles (Los Angeles, CA)
- …and assisting with consumer complaints, real estate fraud, identity theft, and elder financial abuse. We also strive to keep people housed and in mitigating ... outcome through our consumer protection programs, including Small Claims Advisor , dispute resolution and mediation programs, immigration legal services, eviction… 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. + ... FINANCE INDUSTRY - ENTRY LEVEL REGIONAL SALES ASSOCIATE Dunham & Associates Holdings, Inc. and its...subsidiaries (collectively, "Dunham") is a thought leader in the financial services industry. The way we work is a… more
- Capital One (Sacramento, CA)
- …are committed to helping customers leverage our tools to lower the stress of financial management and increase the profitability of the bottom line. We aspire to ... become a trusted advisor , an informed teacher, and a concierge to guide...geographic market and is responsible for achieving revenue and financial objectives for their markets. You will put your… more
- GE HealthCare (CA)
- …knowledge of modality products, service expertise, and tools to maintain "field advisor " status. + Utilize the GEHC escalation process as needed, working closely ... the modality. + Within project engagement, act as a change agent/ field " advisor " in areas such as product serviceability and reliability, quality trend analysis,… more
- Omni Hotels (Los Angeles, CA)
- …Pavilion, MOCA and numerous other entertainment destinations. Currently ranked #1 by Trip Advisor for Best Downtown Hotels in Los Angeles, the Omni Los Angeles ... The Power of One, the practice of empowering every associate to do their best to ensure our guests...payables, receivables, cashiering and night audit. + Prepare the financial statements within the time frames supplies in the… more