- Walmart (Sunnyvale, CA)
- …safety, user experience, and brand alignment + Act as a technical thought partner and advisor to the Director of Agent -Led Engagement and other senior leaders in ... that are timely, personalized, and value-generating. As a **Distinguished Data Scientist for Agent -Led Engagement** , you will serve as the key IC partner to the… more
- Navy Federal Credit Union (San Diego, CA)
- …mixture(s) of insurance /investment products and services to achieve the financial client's goals as a registered representative/ advisor / agent of ... Overview To provide financial consulting services to assist members and non-members...expertise to client investment consultations and servicing of life insurance and full suite of investment products. + Administer… more
- Anywhere Real Estate (Sacramento, CA)
- …leadership team, they are responsible for all aspects of sales, profits, employee and agent relations within their territory. + As a Regional Vice President, you are ... succession. + The bottom line: You will be accountable for overall net agent growth and increased profitability while focusing on all real estate activities within… more
- Anywhere Real Estate (Riverside, CA)
- …Senior Manager supports initiatives that connect our global network, enhance agent education, and promote cross-border collaboration. This person will be expected ... with Immobel to expand platform participation, increase awareness, and enhance agent experience. Oversee referral marketing efforts in collaboration with the brand… more
- BMO Financial Group (Santa Cruz, CA)
- …is a licensed position requiring the SIE, Series 6, 63, Life and Health insurance .** **_The mission of Premier Services is to help mass affluent clientele make real ... financial progress by understanding and planning for what comes...to develop strong customer relationships, acts as client's trusted advisor and primary point of contact. + Proactively works… more
- Deloitte (San Francisco, CA)
- …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
- GE HealthCare (CA)
- …initiatives for the modality. + Within project engagement, act as a change agent / field " advisor " in areas such as product serviceability and reliability, ... knowledge of modality products, service expertise, and tools to maintain "field advisor " status. + Utilize the GEHC escalation process as needed, working closely… more
- Deloitte (Los Angeles, CA)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Ability to travel up to 25%, on average, ... some of the leading hedge and private equity firms, insurance companies, and banks in the world? Want to...of the most diverse backgrounds in the industry - financial analysts, developers, business analysts, attorneys and accountants? This… more
- Deloitte (Costa Mesa, CA)
- …CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... tax services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from every sector of… more
- Deloitte (Sacramento, CA)
- …CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... tax services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from every sector of… more