- Bank of America (Beverly Hills, CA)
- …66 or equivalent; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE ACT Registration; ADV-2B ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- City National Bank (Los Angeles, CA)
- …on City National Securities products and systems. Provide middle office support to Financial Advisors, Investment Relationship Officers, Assistant Investment ... and supervision of the Program accounts. * Provide back-up support for client inquiries when Financial Advisors...authorities and of City National Securities and the CNS Advisor Product * Maintain a proactive commitment to established… more
- Applied Materials (Santa Clara, CA)
- …to execute to BU strategic plan/commitment and influence the outcome + Provide support and financial / business insights to Business Management on deal ... health and wellbeing of our employees. We're committed to providing programs and support that encourage personal and professional growth and care for you at work,… more
- City National Bank (Los Angeles, CA)
- …and coding, performing unit testing, and providing on-call technical and business support . The position requires a strong knowledge of development methodologies and ... efforts, formulating strategic direction, recommending improvements, and acting in a trusted- advisor relationship with key stakeholders. WHAT WILL YOU DO? * Perform… more
- Cupertino Electric (San Jose, CA)
- …enable the success of the organization. We do this while minimizing operational and financial impact. **ABOUT THE ROLE** The HR Business Analyst is a member of the ... continuous improvement. The Business Analyst acts as a key advisor and consultant to business leaders, leveraging data-driven insights...as a subject matter expert to provide planning and support for HRIS (eg, Workday, ADP Workforce Now, SAP… more
- BMO Financial Group (Anaheim, CA)
- …**_The mission of Premier Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes next._** A BMO Senior ... partners with multiple branch locations and a team of financial advisors to identify new opportunities and deliver a...focuses on providing you with all the tools and support necessary for your success. + Work with your… more
- General Atomics (San Diego, CA)
- …team in San Diego, CA. Reporting to the Corporate FP&A Director, this role will support all aspects of Financial Planning. This position resides in the Home ... to being a trusted business partner. **DUTIES AND RESPONSIBILITIES:** ** Financial Budgeting & Forecasts** + Support in...and strategy operating as a business partner and trusted advisor to a business group Vice President (s) and/or… more
- Logitech (San Jose, CA)
- …Overview **The Role:** The **Solutions Engineer** is a highly skilled technical advisor responsible for working closely with sales teams, partners, and customers to ... offering an exceptional user experience. In this role, you will support Logitech's Commercial sales segment, providing technical guidance to Inside Sales… more
- Warner Bros. Discovery (Burbank, CA)
- …to lead enterprise-level sourcing strategies, manage complex negotiations, and support category management across production technology spend areas. This role ... will partner closely with WBD technology organizations that support production and post production teams to ensure sourcing...etc. The Senior Manager also serves as a trusted advisor to executives and business leaders, driving innovation, supplier… more
- Robert Half Finance & Accounting (Orinda, CA)
- …+ Assist in developing and maintaining planning processes and procedures. + Support financial advisors with administrative and planning-related tasks. + Stay ... lives. About the Firm This fee-only Registered Investment Advisor manages approximately $500 million in assets and is...the best interest of its clients. Position Overview The Financial Planning Associate will support advisors in… more