- Lincoln Financial (Sacramento, CA)
- …clear path to financial security, with products including annuities, life insurance , group protection, and retirement plan services . With our 120-year track ... deferred compensation plans for senior leaders, along with company owned life insurance policies (COLIs). It also leads our financial wellness education… more
- Walmart (Sunnyvale, CA)
- …your scope includes evaluating the outputs of tools invoked by the agent , such as personalized recommendations, summary generation, or proactive suggestions, where ... platform teams to ensure that measurement drives improvement, and that the agent 's behaviors align with quality, safety, and relevance at every step.… more
- Extra Space Storage (Woodland, CA)
- …This role ensures the facility meets high cleanliness standards, maintains financial accuracy through effective reporting and controls, and consistently delivers ... + **Paid Time Off** accrued throughout the year, increasing with years of service + **Generous 401(k) match with Traditional and/or ROTH choices.** + Affordable… more
- BMO Financial Group (San Francisco, CA)
- …opportunities to improve share of wallet, acquire new customers, and provide full financial services to customers. + Ensures alignment between stakeholders. + ... services , products, and processes. + Fulfills sales and service activities for the customer in accordance with approved...recommendations. + Communicates goals, plans, and assignments to achieve financial and customer service goals. + Leads… more
- Mastercard (San Carlos, CA)
- …and geographies. We work with the biggest names in tech, ecommerce and financial services to leverage Mastercard's technological capabilities to solve partner ... and networks combine to deliver a unique set of products and services that help people, businesses and governments realize their greatest potential._ **Title… more
- BMO Financial Group (Santa Clara, CA)
- …privacy, and act in their best interest. + Keeps current with the wider financial services marketplace, the legal and regulatory environment, and our commitment ... Delivers exceptional service to BMO customers and prospects. Identifies customer...of retail investments and lending products. + Experience in financial services is an asset. + Confident… more
- 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...If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor… more
- Deloitte (Los Angeles, CA)
- …Proven problem-solving capabilities + Experience serving clients or directly working within the financial services industry + Solid experience in financial ... some of the leading hedge and private equity firms, insurance companies, and banks in the world? Want to...of the most diverse backgrounds in the industry - financial analysts, developers, business analysts, attorneys and accountants? This… more
- Zions Bancorporation (Irvine, CA)
- Zions Bancorporation is one of the nation's premier financial services companies operating as a collection of great banks under local brands and management teams ... a specialized division within the bank that offers comprehensive financial services to affluent, high-net-worth individuals, families,...role. + Series 7, 63, 65 and General Lines Insurance Agent licenses required. + CFP(R) preferred… more
- Huntington Ingalls Industries (San Diego, CA)
- …choices; wellness resources; employee assistance programs; Savings Plan Options (401(k)); financial planning tools, life insurance ; employee discounts; paid ... 7,000 professionals worldwide delivers all-domain expertise and advanced technologies in service of mission partners across the globe. Mission Technologies is… more