- Atria Wealth Solutions (Dublin, CA)
- …comply with all applicable compliance and regulatory standards. + Provide on-going financial planning , sales, and career coaching and mentoring employees. + ... 24 or Series 9/10 Securities Registrations equivalent required. + Previous Financial Advisor experience preferred + Advanced Industry Designations preferred… more
- Stanford Health Care (Palo Alto, CA)
- …investments and operations within the organization. This includes budgeting, forecasting, financial planning , and performance analysis to ensure that ... the portfolio, ensuring alignment with corporate objectives. + Lead comprehensive financial planning , budgeting, and long-term forecasting processes. + Provide… more
- Providence (Irvine, CA)
- …Role:** As the Executive Finance Director at Providence, you'll be a pivotal advisor to our leadership team, spearheading the transformation of our labor and ... in Seattle, you will collaborate with key decision-makers to influence financial performance and shape organizational standards. Your leadership will drive projects… more
- PNC (Los Angeles, CA)
- … financial solutions ranging from investment management and wealth planning to trust administration and private foundation management. AMG draws individuals ... client solutions and strategies, including lending, investment management, estate/retirement planning and trust administration. PNC Private Bank takes a team… more
- AbbVie (Irvine, CA)
- …or Finance and/or CPA/CMA *Preferred: Multi-division experience and knowledge of the financial planning systems (Longview and BPC) and process Additional ... The primary objective of this position is to provide financial leadership for the Month end, Plan, LBE, LRP... leadership for the Month end, Plan, LBE, LRP planning and DSO / Balance Sheet processes. The position… more
- Bank of America (Irvine, CA)
- …7, 63/65 or 66 or equivalent; must maintain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE ACT ... Ability to make sound decisions by having a deep understanding of financial planning best practices and policies/procedures + Ability to identify client needs… more
- Google (Mountain View, CA)
- …quantitative field, or equivalent practical experience. + 4 years of experience in financial planning and analysis (FP&A), consulting, or a related function, or ... and reporting support. Ads Finance is part of Google's Financial Planning & Analysis organization, providing ...processes, the Finance organization is an important partner and advisor to the business. The US base salary range… more
- Palo Alto Networks (Santa Clara, CA)
- …highly motivated and experienced Senior Manager, FP&A to join our team and lead financial planning and analysis for our Network Security Division (NetSec). This ... to drive business performance. + **Business Partnership:** Serve as a trusted financial advisor , strategic partner and provide thought leadership. Collaborate… more
- City National Bank (Beverly Hills, CA)
- …this person creates in-depth sales proposals, generates investment analysis and financial planning materials and prepares portfolio reviews for Entertainment ... to provide tailored advice in collaboration with client team. Utilize planning capabilities and develop solutions across investments including brokerage, trust and… more
- Bank of America (Beverly Hills, CA)
- …7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE ACT Registration; ... its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment… more