- Cherry Bekaert (Sacramento, CA)
- …and accounting advisory, digital solutions, cybersecurity, tax, benefits consulting, and wealth management . For more details, visit cbh.com/disclosure. Cherry ... resolutions on complex audit and accounting issues + Review financial reporting and ensure client deliverables are provided in...consultant, both internally and externally + Be a trusted advisor to a client and begins to identify opportunities… more
- LTD Global (Livermore, CA)
- … products including personal and business banking, mortgage lending, and wealth management . It distinguishes itself through relationship-based service, local ... About the organization A well-established, community-focused financial institution headquartered in the Bay Area, known for its personalized banking services and… more
- Comerica (San Mateo, CA)
- …into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people ... lending needs up to 100K (future will be up to $250K) The trusted advisor will be committed to new business development, conducting quality conversations to build… more
- CH Robinson (Long Beach, CA)
- …go on to expand their careers with us in Global Compliance, Sales or Account Management , which makes this role a terrific introduction to CH Robinson and a way to ... develop the skill to serve as a custom's trusted advisor , transitioning from the day-to-day data entry fundamentals to...day-to-day data entry fundamentals to true customs brokerage account management of your clients. + Analyze and validate import… more
- CH Robinson (Los Angeles, CA)
- …policies and procedures to maintain compliance. + Serve as a strategic advisor on sanctions risk, transaction-level red flags, and compliance issues related to ... of experience in US and global trade compliance, OFAC regulations, and program management + Strong knowledge of US and international trade laws, export regulations… more
- Comerica (San Jose, CA)
- …into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people ... Business Development Officer The Business Development Officer (aka Small Business Advisor /SBA) role will be responsible for increasing the Bank's profitability by… more
- Deloitte (San Diego, CA)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... dedicated to serving non-profit clients, and others also specialize in Private Wealth or Corporate business tax services. Deloitte's Global Center for Excellence in… more
- Charles Schwab (San Francisco, CA)
- …+ 5 + years of financial services industry experience + Relationship management experience in the private wealth and/or investment management industries ... Charitable Consulting is responsible for long-term sustainable growth, relationship management , a premium client experience and providing timely, relevant charitable… more
- Atria Wealth Solutions (Dublin, CA)
- …24 or Series 9/10 Securities Registrations equivalent required. + Previous Financial Advisor experience preferred + Advanced Industry Designations preferred ... Through its relationship with CUSO Financial Services, L. P. (CFS) Patelco Credit Union...correcting the employees' performance in alignment with Patelco performance management practices. + Conduct regular connect with each employee… more