- Navy Federal Credit Union (Vacaville, CA)
- …appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/ advisor /agent of Navy ... Overview To provide financial consulting services to assist members and non-members...to grow book of business + Partners with Wealth Advisor in assigned territory to segment book of business… more
- City National Bank (West Hollywood, CA)
- * FINANCIAL ADVISOR SENIOR* WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for ... clients, prospects and colleagues on a regular basis providing asset management, financial planning, and brokerage services advice. Less experienced Financial … more
- Baylor Scott & White Health (Sacramento, CA)
- **JOB SUMMARY** The Financial Advisor II serves as a key financial resource on the corporate Financial Planning & Budgeting team and provides ... presentation skills Intermediate to advanced excel skills Experience with enterprise financial systems (Syntellis Axiom experience preferred ) Experience with… more
- Deloitte (San Diego, CA)
- …Enrolled Agent + Alternative Certification: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred : + Advanced degree such as ... federal and state deferred tax balances. Computing tax depreciation for financial forecasts, tax provision, long-range planning, and cash-tax planning. Assisting… more
- Deloitte (Los Angeles, CA)
- …attorney + Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) Preferred : + Advanced degree such as ... federal and state deferred tax balances; + Computing tax depreciation for financial forecasts, tax provision, long-range planning, and cash-tax planning; + Assisting… more
- Cardinal Health (Sacramento, CA)
- …Finance, or a related field, preferred + 6+ years of relevant experience in financial systems or SAP finance roles, preferred + Deep expertise in SAP FI/CO ... **_What Financial Operating Systems (FOS) contributes to Cardinal Health_**...Strong understanding of finance process integration with OTC, PTP ( preferred ) + Solid knowledge of accounting principles + Excellent… more
- Cardinal Health (San Diego, CA)
- **_What Financial Planning & Analysis contributes to Cardinal Health_** Finance oversees the accounting, tax, financial plans and policies of the organization, ... establishes and maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards...or BS in Finance, Accounting, or related field is preferred , an Advanced Degree is a plus + Intermediate… more
- TIAA (San Francisco, CA)
- …and service solutions. **Key Responsibilities and Duties** + Partners with Advisor Consultant(s) to develop consultative relationships with Financial Advisors, ... **Wealth Distribution Internal Advisor Consultant** The Wealth Distribution Internal Advisor...Funds, Alternatives, DCIO, etc. **Educational Requirements** + University (Degree) Preferred **Work Experience** + 2+ Years Required; 3+ Years… more
- San Francisco Federal Credit Union (San Francisco, CA)
- …role such as Senior Relationship Manager, Digital Banking Consultant, or Virtual Financial Advisor . * Deep expertise in consumer lending, deposit products, ... adoption of online and mobile banking tools and enhancing member confidence in virtual financial services. * Act as a strategic advisor , conducting holistic … more
- Southern California Edison (Alhambra, CA)
- **Join the Clean Energy Revolution** Become a **PI System Senior Advisor (Architect)** at Southern California Edison (SCE) and build a better tomorrow. In this job, ... with other systems, while planning for its future. The PI System advisor works collaboratively with other technology architects, corporate business teams and other… more