- Bank of America (Monterey, CA)
- …business-related field. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Merrill Financial Solutions Advisor - Silicon Valley Market San...(CRPC) is a plus. + Obtained insurance licenses is preferred . **Skills:** + Account Management + Client Investments… more
- Bank of America (Bakersfield, CA)
- …client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles,...skills Desired Skills: + Bachelor's degree or higher strongly preferred + Proven ability to partner and promote lead… more
- Robert Half Finance & Accounting (Orinda, CA)
- …firm with several hundred million dollars under management is seeking an Associate Financial Planner to join its collaborative and client-centered team. Known ... planning or services, or relevant academic coursework toward a CERTIFIED FINANCIAL PLANNER (TM) designation. + Excellent verbal and written communication… more
- Fluor (Oxnard, CA)
- …* Work with the project team to develop a master schedule using the Last Planner System. * Work closely with our customers as well as our engineering and ... and field execution * Experience using Lean Construction principles and the Last Planner System for schedule management * Solid understanding of QA/QC processes and… more
- Northrop Grumman (Los Angeles, CA)
- …offers the 9/80 work schedule. **What You'll Get to Do** **:** The ** Planner /Scheduler** will be hired directly into our Scheduling Center of Excellence and placed ... while facilitating compliance and focusing on program execution. The ** Planner /Scheduler** is responsible for coordinating with engineering and operations teams… more
- Amazon (Cupertino, CA)
- …Owner of project communication. Agile Methodology. Daily stand ups. Bi-weekly task planner for team and Sprint planner . Capital project delivery. Operational ... the definition and development of distributed systems based micro services system. Preferred Qualifications - Master's degree Amazon is an equal opportunity employer… more
- JPMorgan Chase (San Diego County, CA)
- …that acts as the day-to-day manager of the client's investment assets + A Financial Planner for certain clients + An Insurance Specialist for certain clients ... identify the banker's best wealth management prospects, uncover the prospect's financial needs and objectives, and recommend appropriate wealth management solutions.… more
- Umpqua Bank (Sacramento, CA)
- …or AIF, required. + 5+ years of experience as an investment executive, financial advisor, certified financial planner , investment advisor Representative, or ... and support our broader purpose. Think of us as financial partners, because at Umpqua, we believe the best...other duties as assigned. **About** **You:** + Bachelor's degree preferred and/or applicable professional credentials such as CFA, CIMA,… more
- Robert Half Finance & Accounting (Orinda, CA)
- …passionate about personal finance and on the path to becoming a CERTIFIED FINANCIAL PLANNER (TM) professional. Whether you're enrolled in a CFP(R) program ... in an office environment + Prior experience or coursework in financial planning strongly preferred + Excellent verbal and written communication skills + Strong… more
- L3Harris (Sacramento, CA)
- …at complete (EAC) forecasts throughout the year, analyzing results for management, financial modeling, supporting the annual submission of a Forward Pricing Rate ... (COEs) and provide detailed analysis of monthly performance and forecasts. Provide financial support as required to COE's for special project development work. +… more