- JPMorgan Chase (San Francisco, CA)
- …CFP + 7 plus years of practice as a trusts & estates lawyer, tax advisor , or financial planner + Knowledge of issues relating to securities-based compensation ... & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities (operating… 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 ... & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities (operating… more
- Experian (Costa Mesa, CA)
- … advisor to North American business unit leaders, translating financial insights into actionable strategies across product, sales, marketing, and operations. ... We also assist millions of people to realize their financial goals and help them save time and money....environments. + MBA, CFA, CPA, or equivalent advanced degree preferred . Benefits/Perks: + Comprehensive executive level total rewards package… more
- Google (Mountain View, CA)
- …By applying to this position you will have an opportunity to share your preferred working location from the following: **Mountain View, CA, USA; New York, NY, USA** ... quantitative field, or equivalent practical experience. + 4 years of experience in financial planning and analysis, consulting, or a related function, or an advanced… more
- US Bank (Walnut Creek, CA)
- …bodies, ensuring regulatory standards are met - Has a deep understanding of the Financial Advisor 's business model, needs and key drivers as well as the ... 65/or 66 registrations and life, variable life, health and disability licenses ** Preferred Skills/Experience** - Strong knowledge of the financial services… more
- CGI Technologies and Solutions, Inc. (Los Angeles, CA)
- …Subject Matter Expert (SME) with a strong background in Payroll and CPA-level financial expertise to join our CGI team to lead and support ERP implementations ... deep expertise in ERP implementations, payroll operations, and CPA-level financial insight will directly support mission-critical government and enterprise… more
- The Walt Disney Company (Burbank, CA)
- …performance data. The ideal candidate is a proven practitioner with deep financial modeling expertise in EPM Solutioning and passionate about elevating financial ... through system demos, prototypes, and workshops that align with Disney's financial data, processes, and planning requirements. + Focus on designing process,… more
- KeyBank (Newport Beach, CA)
- …Managers work in strong partnership with Relationship Managers to provide comprehensive financial advice and solutions that enable the clients to meet their ... financial objectives and utilize the full breadth of Key's...Participates in call preparation. + Serves as the trusted advisor the clients and prospects. Establishes strong credibility with… more
- Bank of America (Los Angeles, 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
- GAF (San Diego, CA)
- …to go above and beyond. + Network & Advise: Become a trusted advisor by continuously networking, both with existing customers and potential new ones. Build ... strong relationships with contractors and customers, becoming their go-to advisor . + Problem-Solving: Thrive in an environment where your problem-solving skills lead… more