- Guardian Life (Sacramento, CA)
- …laws (inclusive of NAIC). + 3-5 years of broker-dealer and registered investment advisor compliance experience, with experience at an insurance-affiliated ... supporting the Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose, priorities, and values.… more
- Deloitte (San Francisco, CA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Bachelor's ... help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable… more
- Anywhere Real Estate (San Francisco, CA)
- …this leader will bring a strong combination of strategic insight, financial rigor, and cross-functional collaboration to support growth across all segments ... + **Strategic Sourcing & Evaluation** + Identify acquisition and investment opportunities aligned with Anywhere's strategic goals. + Build relationships… more
- Citigroup (Loma Linda, CA)
- …partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + ... of product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions. +… more
- Bank of America (Newport Beach, 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
- Citigroup (Riverside, CA)
- …partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + ... or similar financial planning software preferred + Basic understanding of investment and financial planning strategies preferred + Must be a self-starter,… 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
- SanDisk (Milpitas, CA)
- …impact + Work with leaders to identify, evaluate, and prioritize strategic investment opportunities, assessing financial impact and return on investment ... will be comfortable with ambiguity, and adept at communicating complex financial information to senior executives. You must possess strong leadership qualities,… more
- Intuit (Mountain View, CA)
- …team is critical in driving business growth and profitability through strategic, financial and operational leadership. **What you'll bring** You are a seasoned ... 1+ years of supervisory responsibility + Experience in FP&A, management consulting or investment banking or similar roles + Ability to lead teams to deliver… more
- Intuit (Mountain View, CA)
- …team is critical in driving business growth and profitability through strategic, financial and operational leadership. As part of Intuit's bold strategic vision, the ... lead in new frontiers by helping mid-market businesses thrive through innovative financial platforms and services. The Mid-Market segment is a critical growth area… more