• Wealth Management Specialist (FP)

    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 ... leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is… more
    Bank of America (08/14/25)
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  • Senior Manager, FP&A - Cloud Delivered Security…

    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 ... account with over 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities - just to name a… more
    Palo Alto Networks (08/02/25)
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  • Wealth Management Specialist

    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; ... leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is… more
    Bank of America (07/16/25)
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  • CFO

    Robert Half Finance & Accounting (Fresno, CA)
    …guidance to support the organization's long-term goals. Responsibilities: * Serve as a financial advisor to the leadership team and Board of Directors, offering ... Half is looking for an experienced and mission-driven Chief Financial Officer (CFO) to join a leading non-profit organization... health and sustainability of the organization's programs and services . The CFO will act as a strategic partner… more
    Robert Half Finance & Accounting (08/13/25)
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  • Wealth Relationship Manager

    Citigroup (Loma Linda, CA)
    …partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + ... equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:** **Primary Location:** Loma Linda… more
    Citigroup (08/29/25)
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  • Wealth Relationship Manager

    Citigroup (Riverside, CA)
    …partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + ... or equivalent experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:** Full time **Primary Location:**… more
    Citigroup (07/09/25)
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  • Director of Finance - Waldorf Astoria

    Hilton (Beverly Hills, CA)
    …Ensure compliance with all Generally Accepted Accounting Principles \(GAAP\) + Serve as financial advisor to hotel management and ownership + Monitor and approve ... of the hotel in the hotel's continuing effort to deliver outstanding guest service and financial profitability\. An unforgettable experience awaits you in one… more
    Hilton (07/26/25)
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  • Tax Senior

    Deloitte (Los Angeles, CA)
    …Attorney + Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Ability to travel up to 25%, on ... Tax LLP made up of a number of tax service offerings. Each NFTS service offering has...+ Experience serving clients or directly working within the financial services industry + Solid experience in… more
    Deloitte (09/01/25)
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  • Tax Senior - Global Information Reporting

    Deloitte (San Francisco, CA)
    …tax regimes contributing to global tax transparency? Would you like to understand financial services and products across an array of industries (banking, asset ... financial industry. Responsibilities will include: + Providing advisory services to financial institutions on the areas...Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial… more
    Deloitte (08/20/25)
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  • Tax Manager - Nat'l Federal Tax Services…

    Deloitte (Los Angeles, CA)
    …estate, telecom, technology, healthcare, media & entertainment, energy, retail, and financial services that frequently involve asset management, venture capital, ... with Up-C clients on an on-going basis during periodic service periods during the year. + Develop an understanding...Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial… more
    Deloitte (08/23/25)
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