- HUB International (Encino, CA)
- …families, and businesses. We help our clients evaluate their risks and develop solutions tailored to their needs. We believe in empowering our employees to learn, ... HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose FINRA Broker-Dealer: The Chief Compliance Officer, will… more
- NTT America, Inc. (Sacramento, CA)
- …of our team, you'll collaborate with clients to understand their unique financial needs, architect innovative solutions , and lead implementations that optimize ... enhance decision-making, and propel organizational growth. **What You Will Do** ** Financial ** **Solution Design:** Craft tailor-made SAP solutions that align… more
- Palo Alto Networks (Santa Clara, CA)
- …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 ... she will serve as a key confidante and trusted advisor to the Senior Director of Revenue Operations and...Operations on revenue accounting, key finance projects and related financial system matters and initiatives. He or she will… more
- JPMorgan Chase (Long Beach, CA)
- …everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive ... teams develop deep, personal relationships with clients to provide goals-based financial planning advice and to deliver sophisticated products and solutions… more
- San Francisco Federal Credit Union (San Francisco, CA)
- …experience across phone, video, chat, and email channels. * Provide creative financial solutions that strengthen member loyalty and retention. * Ensure ... digital relationships with prospects and members to identify unmet financial needs and present tailored product solutions ....members reach life goals. * Act as a trusted advisor by conducting holistic financial consultations with… more
- CVS Health (San Diego County, CA)
- …screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching. + **Benefit solutions that address the different ... about transforming health care. As the nation's leading health solutions company, we reach millions of Americans through our...you are excited about beauty! As the primary beauty advisor to our customers, you will provide friendly, knowledgeable… more
- Oracle (Sacramento, CA)
- …their time with the client, at their location, serving as trusted technical advisor .high quality, integrated solutions within constraints of time and budget. ... The tech lead is expected to perform as an advisor to the customer, provide guidance and direction, and...using our standard templates and tools and can provide solutions adhering to best practices. **Client relationship management:** You'll… more
- Deloitte (San Jose, CA)
- …are critical to businesses. Your contributions can help clients improve financial performance, accelerate new digital ventures, and fuel growth through innovation. ... engineering capabilities to build, deploy, and operate integrated/verticalized sector solutions in software, data, AI, network, and hybrid cloud infrastructure.… more
- Aegon Asset Management (CA)
- …businesses. These include 1) World Financial Group, including Transamerica Financial Advisors, 2) Protection Solutions and Savings & Investments, comprised ... of life insurance, annuities, employee benefits, retirement plans, and Transamerica Investment Solutions , and 3) Financial Assets, which includes legacy blocks… more
- BMO Financial Group (Berkeley, CA)
- …a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that are tailor made for ... + Acts as the primary client contact to uncover financial needs and provide meaningful solutions in...to develop strong customer relationships; acts as client's trusted advisor and primary point of contact. + Proactively works… more