• Finance Industry Sales - Entry Level

    Dunham & Associates Investment Counsel, Inc. (San Diego, CA)
    …Holdings, Inc. and its subsidiaries (collectively, "Dunham") is a thought leader in the financial services industry. The way we work is a direct reflection of ... Essential Functions: + Establish and maintain current and potential client and financial advisor relationships through proactive cold calls and webinars. +… more
    Dunham & Associates Investment Counsel, Inc. (08/29/25)
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  • Finance Manager (Hybrid)

    UCLA Health (Los Angeles, CA)
    …and success + Build relationships with cost centers and become their trusted financial advisor Salary Range: $92,600 - $202,200/annually. Please note that the ... Make a significant impact on a world-class health organization. Ensure the financial strength and health of a dynamic healthcare leader. Take your professional… more
    UCLA Health (08/14/25)
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  • Cost Accountant, Sr.

    AeroVironment (Simi Valley, CA)
    …to key control requirements including Sarbanes Oxley. + Act as an active financial advisor to the Operations management team. Support Operations staff in ... causes of variances, recommend process improvements, and ensure accurate financial reporting. **Position Responsibilities:** + Drives accounting process within the… more
    AeroVironment (07/29/25)
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  • Tax Senior - Strategic Partnership Solutions

    Deloitte (Sacramento, 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 (08/26/25)
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  • Wealth Management Client Associate

    Bank of America (Santa Clarita, CA)
    …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities… more
    Bank of America (08/29/25)
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  • Administrative Assistant

    Robert Half Office Team (San Diego, CA)
    …Position Summary The Administrative & Investment Assistant supports the CEO (a senior financial advisor and firm owner) and the Advisory Associate across a ... wide range of responsibilities, including executive support, family office services , investment operations, and client service . This...Industry experience is a plus in wealth management or financial services sector. * Ability to perform… more
    Robert Half Office Team (08/08/25)
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  • Director, Business Development - NWPS

    Raymond James Financial, Inc. (Sacramento, CA)
    …at weekly meetings. + Maintains activity logs using Salesforce to create and maintain financial advisor profile levels and data on current and proposed sales ... plan specialist advisors in territory. + Assists with educating financial advisors on the benefits of offered services... financial advisors on the benefits of offered services for their clients through individual or group meetings… more
    Raymond James Financial, Inc. (07/26/25)
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  • Tax Manager - Renewable Energy

    Deloitte (Los Angeles, CA)
    …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... streams, such as cost segregation studies and tax equity financial modeling (eg, hypothetical liquidation at book value) +...this important Strategic Growth Offering are based in various service lines across tax. Business Tax Services … more
    Deloitte (08/23/25)
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  • Private Wealth Client Associate

    Bank of America (San Francisco, CA)
    …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... and effective **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
    Bank of America (08/30/25)
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  • Private Wealth Client Associate

    Bank of America (Los Angeles, CA)
    …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... and effective. **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key… more
    Bank of America (08/29/25)
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