- Google (Sunnyvale, CA)
- …Google Global Networking, potentially the largest network in the world, makes sound financial investment decisions as it grows its terrestrial and undersea ... equivalent practical experience. + 10 years of experience in Financial Planning and Analysis (FP&A), consulting, or a related...metrics, is used by our leaders to make strategic investment decisions. Working on multiple projects at a time,… more
- Applied Materials (Santa Clara, CA)
- …is a dynamic role that will enable the candidate to lead the BUs financial investment portfolio analysis and resource management in partnership with the ... (ALD). In this role, the candidate will apply conceptual and practical financial expertise to establish and standardize business processes, address complex business… more
- Columbia Bank (Santa Rosa, CA)
- …a high level of individualized service based on comprehensive planning and investment strategies consistent with their individual financial goals and objectives. ... CEPA, or AIF, required. + 5+ years of experience as an investment executive, financial advisor, certified financial planner, investment advisor… more
- CIBC (San Francisco, CA)
- …trust and account administration and/or investments + Experience in personal tax, financial planning or investment management + Strong client service commitment ... prepare well-written correspondence, maintain files for quarterly administrative and investment reviews) + Proactively anticipate and address client needs. Promptly… more
- Aston Carter (Foster City, CA)
- …communicating financial information for clients. This position involves advanced financial and investment planning, budget analysis, and a leadership role ... Business Partner is to conduct quantitative analyses of information that affect investment programs for public or private institutions. This role requires a seasoned… more
- Wells Fargo (Long Beach, CA)
- … Management (WIM)** is one of the United States' leading providers of financial and investment services. Within WIM, the **Trust Services** team offers ... seeks to attract, develop, and retain exceptional rising-senior students to Wealth & Investment Management. Our goal is to build bench strength and deepen our… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …+ Serve as the primary advisor for high-net-worth clients + Deliver comprehensive financial planning and investment advisory services + Develop and refine ... a related field Experience + At least 8 years of experience in financial planning, wealth management, or investment advisory Certifications + CFP(R) designation… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …+ Serve as lead advisor for high-net-worth clients + Deliver comprehensive financial planning and investment advisory services + Develop and adjust ... or related field Experience + Minimum 8 years in financial planning, wealth management, or investment advisory...years in financial planning, wealth management, or investment advisory Certifications + CFP(R) designation required + Series… more
- Aristotle Capital Management (Los Angeles, CA)
- … financial analysis, procurement, or a related field, preferably within an investment management or financial services environment. + Experience working with ... Our Team at Aristotle Who We Are Aristotle is a majority employee-owned investment management organization with offices in Los Angeles, Newport Beach, Boston, and… more
- Wells Fargo (Valencia, CA)
- …+ Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services + Identify client needs and goals ... it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed...for business, mortgage, retirement, and investment services, then partner closely with peers in Business… more