- Raymond James Financial, Inc. (Rolling Hills Estates, CA)
- …branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and ... and client-specific reporting as needed for review by the financial advisor . + Creates and maintains records...Creates and maintains records and files utilizing Client Relationship Management (CRM) software. + Assists Financial Advisors… more
- T. Rowe Price (San Francisco, CA)
- …the advisor sold market by expanding our relationship with financial advisors across segments into the alternative investment space. Combining entrepreneurial ... to help people thrive in an evolving world. As a premier global asset management organization with more than 85 years of experience, we provide investment solutions… more
- University of Southern California (Los Angeles, CA)
- …and possibly a Graduate Residential College/Community Coordinator + Serve as primary advisor or co- advisor (with GRCC) to community council while supporting ... of Southern California Department of Public Safety + Maintain office management information and supplies + Maintain building/community rosters and have accurate… more
- City National Bank (Los Angeles, CA)
- …in RBC Rochdale investment services. Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with ... new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare...Qualifications** * Bachelor's Degree * Minimum 5 years of financial experience preferably in Investment Management *… more
- Bank of America (Tarzana, CA)
- …_At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible ... and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an… more
- World Insurance Associates, LLC. (Fresno, CA)
- …bring value to clients + Must be willing to become each client's trusted risk management advisor and bring the entire World platform to each client (P&C, ... World Insurance Associates ("World") is a unique financial services organization with a global network of...Advisor Position Overview World's Client Advisors bring risk management solutions to businesses and individuals. Your primary focus… more
- Palo Alto Networks (Santa Clara, CA)
- …with consistent definitions, ensuring Palo Alto Networks has a single view of the financial and business facts to support management decisions. Team Leader: Lead ... 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities -...she will serve as a key confidante and trusted advisor to the Senior Director of Revenue Operations and… more
- Deloitte (San Jose, CA)
- …You'll gain exposure to a variety of industries, business models and financial accounting areas, helping your career growth and professional development. Recruiting ... Lead IPO readiness and execution engagements, including project planning, stakeholder management , and delivery of key milestones. + Strengthen client relationships… more
- KeyBank (CA)
- …team members to both deliver comprehensive solutions to our clients and achieve team's financial and risk management goals This position may be located in Los ... IPG** About the Job The Senior Relationship Manager serves as the Trusted Advisor for clients and prospects who are primarily active commercial real estate owners,… more
- Palo Alto Networks (Santa Clara, CA)
- …insights to drive business performance. + **Business Partnership:** Serve as a trusted financial advisor , strategic partner and provide thought leadership to the ... an individual contributor role with future potential for expansion into team management . **Your Impact** + ** Financial Modeling & Analytics:** Develop and… more
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