- Charles Schwab (Irvine, CA)
- …+ Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients. ** Preferred Qualifications** + Five ... the finance industry together. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining...or more years working directly with clients in the financial services industry highly preferred **In addition… more
- IBM (San Jose, CA)
- …Business and IT Strategy, Technology & Operational Management, and Financial Performance Management. **Your role and responsibilities** The Executive Customer ... Success Advisor (CSA) will be responsible for providing consultative guidance...and application of cloud, public cloud, technology services, and financial management including budgeting, cost allocations, capital & operating… more
- Southern California Edison (Pomona, CA)
- …the Clean Energy Revolution Become a ERP Organizational Change Management - Senior Advisor at Southern California Edison (SCE) and build a better tomorrow. In this ... effort goes beyond a system upgrade-it's a fundamental redesign of our core financial processes. Our goal is to streamline operations, enhance data accuracy, and… more
- Humana (Sacramento, CA)
- …to address healthcare opportunities and challenges with technology-enabled solutions. As an Advisor in our team, you'll enable Humana leaders as they leverage modern ... data spreadsheets + Readiness to work mostly East Coast hours ** Preferred Qualifications** + Technology and/or digital transformation experience + Health insurance,… more
- Palo Alto Networks (Santa Clara, CA)
- …account with over 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities - just to name a ... _** **Your Career** In the role of SecOps Transformation Advisor , you will be a vital part of our...where applicable (Major/Strategic and/or Large Enterprise accounts), with a preferred focus on complex cybersecurity solutions + Proficiency in… more
- Cardinal Health (Sacramento, 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 the organization's assets. … more
- BMO Financial Group (San Francisco, CA)
- …. + Experience dealing with HNW clients and equivalent knowledge base. + Certified Financial Planner is preferred . + Broad knowledge of all facets of wealth ... of holistic advice and solutions designed to meet the client's specific financial planning needs. Coordinates and integrated team of subject matter experts to… more
- Cardinal Health (Sacramento, CA)
- …Operations 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...Bachelor's degree in related field, or equivalent work experience, preferred + 4+ years of experience in related field,… more
- University of Southern California (Los Angeles, CA)
- …AdvisorApply (https://usc.wd5.myworkdayjobs.com/ExternalUSCCareers/job/Los-Angeles-CA/College- Advisor \_REQ20140656/apply) Rossier School of Education Los Angeles, ... setting. College Advisers assist students with their college searches, applications, financial aid, and enrollment. They also host presentations, workshops, and… more
- Cardinal Health (Sacramento, CA)
- …to the Marketing and Sales teams. + Understand Product and Category strategy, financial objectives, and Pricing expectations. + Manage the execution of a wide ... analysis as needed to support business opportunities. + Data analysis and financial modeling, applying analytics and data visuals to extract insights and effectively… more