- Sedgwick (Sacramento, CA)
- …Companies Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Account Consultant - Commercial Property **PRIMARY ... basic to highly complex claims within granted authority level including related financial implications, along with financial implications and to mentor Account… more
- Magellan Health Services (Bakersfield, CA)
- …assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and ... + Provides personal financial counseling and management services directly to service members and their...(AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). General Job Information Title… more
- Equitable (Irvine, CA)
- …recommendations and guidance + **Product and Service Consultation** : Discuss financial products and services tailored to clients' unique situations + ... designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic … more
- Principal Financial Group (Fresno, CA)
- …able to develop and maintain community relations. + Chartered Life Underwriter/Chartered Financial Consultant (CLU/ChFC), Certified Financial Planner (CFP) ... and professional level. Together, we're imagining a more purpose-led future for financial services - and that starts with you. Our success depends on the… more
- Cargomatic (San Francisco, CA)
- …quality, and accessibility across finance-focused data projects + Act as a financial data consultant within the company, offering insights and guidance ... and freight transportation industry, dedicated to delivering data-backed, efficient, and reliable services to our customers. As we continue to grow, we're looking… more
- Deloitte (San Jose, CA)
- Oracle Cloud OTM/GTM Sr Consultant Today's chief financial officers (CFOs) and financial executives are being asked to improve business performance and ... effectiveness and efficiency. Deloitte Oracle Cloud Supply Chain Senior Consultant 's help clients delineate strategy and vision, design and...help pave the way for our clients and Oracle service line development. For our clients, our Oracle Cloud… more
- Robert Half (San Francisco, CA)
- …of internship + Technical Skills Desired of an entry-level Internal Audit and Financial Advisory Consultant : + Advanced verbal and written communication skills, ... or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services . JOB LOCATION CA SAN FRANCISCO… more
- US Bank (Inglewood, CA)
- …both reactively and proactively - Experience in the financial services industry preferred **Client Relationship Consultant 4** **Basic Qualifications:** - ... Proactively educates clients on emerging and self- service digital products and services to assist with meeting their financial needs. Leverages available… more
- Sedgwick (San Francisco, CA)
- …as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Training and Development Consultant - Pooling | Police Liability ... your goals while building a fulfilling career as a Training and Development Consultant for our Pooling division. **PRIMARY PURPOSE OF THE ROLE** **:** To consult… more
- Equitable (Los Angeles, CA)
- …designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic ... Services Consultation** : Educate clients on our diverse financial products and services , demonstrating how these...be tailored to meet their unique needs + **Client Service and Implementation** : Analyze and organize client data,… more