- Bank of America (Beverly Hills, CA)
- …7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE ACT Registration; ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… 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 ... payables, receivables, cashiering and night audit. + Prepare the financial statements within the time frames supplies in the...results in order to assist and advise the General Manager and the Omni Corporate Team. + Maintain balance… more
- JPMorgan Chase (Palo Alto, CA)
- …CFP + 5 plus years of practice as a trusts & estates lawyer, tax advisor , or financial planner + Self-starter with natural curiosity for individual planning and ... group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals...closely with Advisors without daily contact with a direct manager + Strong presentation skills in one-on-one and group… more
- City National Bank (Los Angeles, CA)
- …efforts, formulating strategic direction, recommending improvements, and acting in a trusted- advisor relationship with key stakeholders. WHAT WILL YOU DO? * Perform ... and risk. Independently (with minimal oversight) develop and maintain trusted advisor relationships, including at the senior leadership level and with external… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- …San Francisco is seeking a Client Associate to serve as a key relationship manager and trusted advisor to a select group of ultra-high-net-worth individuals and ... firm is known for delivering white-glove service across wealth management, financial planning, lending strategy, and family office services. Interested in learning… more
- KBR (El Segundo, CA)
- …(PEO). Responsibilities: + Provides expert advice to the Government Program Manager and Senior Space Force leadership regarding acquisition strategies, contracting, ... selections + Demonstrated experience with Air Force contracting and Air Force financial management + Serves as team lead for acquisition and systems engineering… more
- BMO Financial Group (San Diego, CA)
- …the customer. Advises customers on products and strategies that meet their financial objectives. Identifies and makes referrals to other business groups. Supports ... consistent service to customers/clients and prospects. + Acts as a trusted advisor to senior leaders for making business decisions and implementing strategic… more
- Disney Entertainment (Glendale, CA)
- …plans + Responsible for leading the preparation and review of the Station's quarterly financial statements + Act as a business advisor and key business partner ... a key leader who will work closely with the KABC Station President/General Manager on developing, implementing and supporting a clear strategic vision for our… more
- Stanford University (Stanford, CA)
- …work. + Lead team-wide strategic projects from start to finish, acting as project manager , senior leader and advisor from scoping the project and setting goals, ... change organizations, and change the world. The Admissions and Financial Aid department of the Stanford Graduate School of...prioritize and realize the future of GSB Admissions and Financial Aid. The Director will also lead the team… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …families, offering a comprehensive suite of services including investment management, financial and retirement planning, lending strategy, and bespoke family office ... the client experience and operational efficiency. Position Overview The Client Services Manager will serve as a primary point of contact for designated client… more