- Deloitte (San Francisco, CA)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred : + Advanced degree such as master's in science ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- Deloitte (Sacramento, CA)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred : + Advanced degree such as master's in science ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- Thrivent Financial (Irvine, CA)
- …drive total sales growth. + Inform and communicate with leadership team regarding financial advisor progress toward development and sales goals. + Facilitate ... partners to stay informed of best practices or changes that directly impact new financial advisor launch. Market Leadership: + Work with the Community Engagement… more
- Deloitte (Los Angeles, CA)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred : + Advanced degree such as MST, MAcc, LLM, or ... to execute work streams, such as cost segregation studies and tax equity financial modeling (eg, hypothetical liquidation at book value) + Identify potential issues… more
- Deloitte (Sacramento, CA)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as MST, JD, or LLM ... clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving… more
- Deloitte (San Jose, CA)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred : + Advanced degree such as Masters of Tax, JD, ... and/or LLM + Solid understanding with accounting for income taxes in accordance to ASC740 + Previous Big 4 or large CPA firm experience + Strong management experience + Excellent research and writing skills + Excellent presentation and communications skills… more
- Deloitte (San Diego, CA)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, JD, ... and/or LLM + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring new technology solutions + Experience with accounting for income taxes in accordance to ASC740 + Previous Big 4 or large CPA firm… more
- Deloitte (San Diego, CA)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, JD, ... and/or LLM + Strong organizational and time management skills with a demonstrated ability to work independently and manage multiple, competing priorities + Experience working in a virtual and/or global environment + Passion for leveraging technology and… more
- JPMorgan Chase (San Francisco, CA)
- …Relationship Manager within JPMorgan Advisors, you will be a vital member of the Financial Advisor 's team. Your role will involve close collaboration with ... for advisors and their affluent clients. Utilizing your in-depth knowledge of the Financial Advisor role, you will build strong relationships with clients,… more
- Raymond James Financial, Inc. (Sacramento, CA)
- …with financial advisors to drive department sales objectives and to increase financial advisor utilization within a specific territory. * Works closely with ... large audiences. * Meets specific objectives related to in-person financial advisor interaction as communicated from management....applied) or ability to obtain within 90 days. * Preferred : CAIA, CFP, CFA, CIMA, or MBA **Travel Requirements**… more