- Wells Fargo (Pasadena, CA)
- …Essentials (SIE) exam co-requisite is required. + Obtaining and/or maintainingappropriate Financial Industry Regulatory Authority (FINRA) license (s) may be ... be a dynamic leader with strong coaching skills, deep financial product knowledge, and a proven ability to influence... product knowledge, and a proven ability to influence advisor behavior and business outcomes. The Market Growth Director… more
- Wells Fargo (Sacramento, CA)
- …regulatory standards, maintaining active FINRA Obtaining and/or maintaining appropriate Financial Industry Regulatory Authority (FINRA) license (s) is required ... in loan volume and product adoption. This role involves partnering with Financial Advisors and internal stakeholders to deliver tailored lending solutions, optimize… more
- Bank of America (Los Angeles, CA)
- …Specialist or Senior level depending on experience of the candidate and needs of the Financial Advisor Team. The Trainee is a non-exempt position for a hire ... The Trainee role allows EGP Specialist to become fully license and require the appropriate designations before taking on...all sales and service activities. They work with the Financial Advisor and/or team Senior Business Manager… more
- Wells Fargo (Irvine, CA)
- …(https://www.wellsfargojobs.com/career-areas/) . **In this role you will:** + Assist Financial Advisor (s) with sales, service, and operational related ... to clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information… more
- JPMorgan Chase (Cupertino, CA)
- …and organization. Unlock your potential and help set new standards in financial services. As the Business Development Consultant within JP Morgan Wealth Management, ... implementation of new business development strategies, products, and services to Financial Advisors and Field Leaders in collaboration with cross-functional teams. +… more
- JPMorgan Chase (San Jose, 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
- Battelle Memorial Institute (Oceanside, CA)
- …the Human Performance (HP) and POTFF teams, and serves as an advisor on injury prevention, rehabilitation, and program administration, including equipment reviews, ... and identifying opportunities for improvement + Serve as an advisor to the HP program Manager and/or Coordinator in...accompanying, respective settings + Current, full, active, and unrestricted license as a Physical Therapist in any US State,… more
- ServiceNow, Inc. (Santa Clara, CA)
- …Model Context Protocol), and establish frameworks for cost optimization, forecasting, and financial governance. As a trusted technical advisor , you'll present to ... your cloud architecture and FinOps expertise to design solutions that bring financial accountability and intelligent optimization to our AI and cloud investments.… 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
- AeroVironment (Simi Valley, CA)
- …control requirements including Sarbanes Oxley. + Function as an active member and financial advisor to Operations management team. Support Operations staff in ... developing and interpreting financial and non- financial performance measurements. + Monitors...or a person to be approved for an export license by the governing agency whose technology comes under… more