- Bank of America (Tarzana, CA)
- …nurturing strong relationships. * Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives. * Is confident in ... and its clients and abiding by all regulatory requirements Required Qualifications: * Has a minimum of one year...Degree in business, finance, or a related field. * Experience working in a financial center where… more
- Palo Alto Networks (Santa Clara, CA)
- … experience . Public company, revenue recognition, SOX compliance experiences are required . Experience working in a publicly traded, global company with ... 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities -...she will serve as a key confidante and trusted advisor to the Senior Director of Revenue Operations and… more
- City National Bank (Los Angeles, CA)
- …an interest in CNR investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with ... new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare...Qualifications** * Bachelor's Degree * Minimum 5 years of financial experience preferably in Investment Management *… more
- Kestra Financial (Palo Alto, CA)
- …degree preferred but not Required . Business related major a plus. + Previous experience in the independent financial services firm a plus. + Military ... and excel? The Senior Sales Associate reports to the Financial Advisor and is critical in meeting...sensitive projects simultaneously. Certificates, Licenses, Registration + Series 7 required . Series 65/ 66 preferred. Education / Experience… more
- JPMorgan Chase (Cupertino, CA)
- …communication, presentation and stakeholder management abilities. + Knowledge of financial products, services, and regulatory requirements. + Experience ... and organization. Unlock your potential and help set new standards in financial services. As the Business Development Consultant within JP Morgan Wealth Management,… more
- Oracle (Sacramento, CA)
- …role in supporting this growth. The Workload Health team is responsible for financial planning and modeling for specific product families within the broader OCI ... ecosystem. As a trusted advisor to OCI leadership, the team focuses on optimizing...lead a small team of direct reports, managing complex financial projects that span across the product lifecycle. Your… more
- JPMorgan Chase (Hemet, CA)
- …financial planning + Exceptional written skills and strong executive communications experience + Series 7, Series 66 required **Preferred qualifications, ... you will be responsible for supporting the development of Financial Advisors with the delivery of Practice Management concepts...partners in the division and region to support new advisor initiatives and updates + Operate as subject matter… more
- CVS Health (San Diego County, CA)
- …** + Seek out customers to ensure they have a fantastic beauty advisor experience through personalized sales service based on customer needs, effective ... about the retail beauty industry and believes the client experience should be top-notch. Our customers will experience...you are excited about beauty! As the primary beauty advisor to our customers, you will provide friendly, knowledgeable… more
- JPMorgan Chase (Long Beach, CA)
- …teams develop deep, personal relationships with clients to provide goals-based financial planning advice and to deliver sophisticated products and solutions to ... expertise when performing designated supervisory duties to oversee a territory of Financial Advisors. You will be responsible for managing complex, high risk… more
- BlackRock (San Francisco, CA)
- …BlackRock, we are all connected by one mission: to help more and more people experience financial well-being. Our clients, and the people they serve, are saving ... BlackRock's investment solutions + Embrace technology to deliver an exceptional client experience **Qualifications:** + BA/BS required . Advanced degree, CFA, or… more
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