- Thrivent Financial (Costa Mesa, CA)
- …policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and investment advisory ... licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit… more
- Charles Schwab (San Mateo, CA)
- …record of success + 10 years of experience with wealth management - financial planning and investment planning **Preferred Qualifications** + CFP(R) designation ... (SWA). The successful candidate will build trusting relationships with local Financial Consultants and Wealth Advisors, providing education and support to their… more
- Comerica (San Diego, CA)
- …obtain background data on corporate or personal finances, family relationships, investment objectives and financial planning; listen, profile, gather information ... accredited university + 10 years of sales experience in personal trust, investment or financial products + 5 years of experience developing and executing sales… more
- Intuit (San Diego, CA)
- …related to business growth and profitability. Help drive capital allocation through investment ROI evaluations + Financial Planning and Analysis: Develop and ... business, this individual will be responsible for driving strategic discussions on investment , growth, and operational execution. We work in a highly collaborative… more
- IBM (San Francisco, CA)
- …a pivotal role in translating our product development efforts into tangible financial outcomes, driving critical investment decisions, and navigating a dynamic ... is an internally focused role with high executive visibility, emphasizing data-driven financial insights to support our internal teams in maximizing business growth… more
- Meta (Menlo Park, CA)
- …**Minimum Qualifications:** Minimum Qualifications: 7. 10+ years of experience in Financial Planning, Investment Banking or Management Consulting 8. ... and manage issues related to data center strategy, design, cost profile, financial reporting & forecasting, and planning, such as resource prioritization and… more
- Banc of California (Santa Ana, CA)
- …and federal) and Community Reinvestment Act (CRA) + Strong understanding of financial markets, investment instruments, and regulatory frameworks + Exceptional ... is committed to its local communities by supporting organizations that provide financial literacy and job training, small business support, affordable housing, and… more
- BeOne Medicines (Emeryville, CA)
- …dynamic team. The ideal candidate will possess a robust background in financial technology, investment management, regulatory compliance, and risk management. ... This role will be pivotal in shaping the future of our financial strategies and ensuring the successful integration of cutting-edge technology solutions to… more
- City National Bank (Studio City, CA)
- …-in Technology, Communication, Business, Accounting, Education, or relevant area * Financial reporting knowledge for investment & portfolio management systems ... gain/loss, dividends, Interest (taxable vs non-taxable) and portfolio value * Financial accounting experience for recording investment purchases, sales and… more
- Eliassen Group (Sacramento, CA)
- …remote team. You will play a crucial role in developing and maintaining our investment platform's front office tools. While financial services experience is a ... + Experience with other JavaScript libraries and frameworks. + Understanding of financial markets and investment platforms. + Experience with Agile development… more
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