- Equitable (Los Angeles, CA)
- …**Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant ... the power of positive impact, particularly for individuals who build and support our communities. Our specialized team, The Retirement Benefits Group (RBG),… more
- BMO Financial Group (San Francisco, CA)
- …preferred. + Experience dealing with HNW clients and equivalent knowledge base. + Certified Financial Planner is preferred. + Broad knowledge of all facets of ... advice and solutions designed to meet the client's specific financial planning needs. Coordinates and integrated team of subject...day one - for yourself and our customers. We'll support you with the tools and resources you need… 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 ... results-focused individuals who can think independently, work collaboratively, and support our broader purpose. Think of us as ...support our broader purpose. Think of us as financial partners, because at Umpqua, we believe the best… 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 ... centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support , financial coaching and more. Additional details about total… 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 ... a BART-accessible location + Strong emphasis on professional development: firm covers financial education and certifications + Team-first culture with a focus on… more
- L3Harris (Sacramento, CA)
- …(COEs) and provide detailed analysis of monthly performance and forecasts. Provide financial support as required to COE's for special project development ... at complete (EAC) forecasts throughout the year, analyzing results for management, financial modeling, supporting the annual submission of a Forward Pricing Rate… more
- Microsoft Corporation (Mountain View, CA)
- …join our newly formed organization. In this role, you will provide administrative support to Monetization leaders. As an Executive Assistant, you will be helping ... with all levels of support including team communications, strategic calendar management and complex end-to-end headcount/budget management. You will identify … more
- Deloitte (Los Angeles, CA)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as MST, MAcc, LLM, ... streams, such as cost segregation studies and tax equity financial modeling (eg, hypothetical liquidation at book value) +...clients + Develop and mentor team members + Provide support with various internal initiatives and special tax related… more
- Deloitte (San Diego, CA)
- …to become strategic business partners, manage risk, and unlock new levels of financial and operational excellence. Recruiting for this role ends on 12/31/25 Work ... advisory services to enhance operational efficiency, manage risk, and support business growth. + Manage client relationships, drive stakeholder engagement,… more
- Solar Turbines Incorporated (San Diego, CA)
- …acts with a sense of urgency and is diligent in providing timely support to internal clients and external customers. This individual operates in compliance with ... a team structure typically including a Sourcing Specialist, Supply Chain Coordinator/ Planner , Supplier Technical Engineer and reports directly to a Supply Chain… more