- Kestra Financial (Palo Alto, CA)
- …funds, annuities, insurance, and managed accounts. Location Palo Alto, California Job Type: Full - time Salaried Pay: $50,000.00 - $60,000.00 per year Base plus ... bonuses, 401(k), Health, Dental, Vision, and Life Insurance, Paid time off, Tuition reimbursement Tools and training for lead...both client and prospect workflow + Communicate client requests to the Financial Advisor . +… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …the full depth of financial planning and applying that knowledge directly to client families. Over time , this position offers the potential for a long-term ... Financial Planner. This is a rare opportunity to learn directly from a seasoned advisor with 16 years of experience at top wirehouses and now the Managing Director… more
- Paychex (Anaheim, CA)
- …that benefit organizations you care about. Note: The benefits described apply to full - time employees. Benefits for part- time , contract, and intern roles ... and services by developing new clients and increasing the client base to increase profits in the Human Resource...is for candidates who reside in PST or MST time zones . - Subject to change based on… more
- NTT America, Inc. (Sacramento, CA)
- …basis + Mitigate future risks by addressing them early on + Utilize the trusted advisor position to influence the client + Assessment of escalation situation + ... solutions in the context of project budget, risk and time line. The Enterprise Architect also participates in functional...team + Generation of follow up business through existing client relationships **B. Project delivery support** + Ability to… more
- Citigroup (Los Angeles, CA)
- …**Job Family Group:** Private Client Coverage **Job Family:** Private Banker ** Time Type:** Full time **Primary Location:** Los Angeles California ... and cannot be executed on their behalf. + Maintain full understanding of client goals and risk...United States **Primary Location Full Time Salary Range:** $200,000.00 - $300,000.00… more
- Citigroup (Costa Mesa, CA)
- …**Job Family Group:** Private Client Coverage **Job Family:** Private Banker ** Time Type:** Full time **Primary Location:** Costa Mesa California ... and cannot be executed on their behalf. + Maintain full understanding of client goals and risk...United States **Primary Location Full Time Salary Range:** $200,000.00 - $500,000.00… more
- Grant Thornton (Los Angeles, CA)
- … to make recommendations on business and process improvement and serve as a business advisor to client + Other duties as assigned You have the following ... As the Income/Franchise Tax Manager, you'll deliver a full range of tax planning, consulting, and compliance...and resources to thrive in your role to meet client needs and help you achieve more, confidently. Your… more
- Kyndryl (Sacramento, CA)
- …client CXOs and be seen as the 'go to' person and a trusted advisor by senior executives + Leading C-level client interactions and consulting initiatives, ... profitable growth, leveraging our comprehensive capabilities to build strong client relationships, and leading your team to success. This...the US is $159,240 to $286,560 based on a full - time schedule.** **Your actual compensation may vary… more
- Oracle (Sacramento, CA)
- …people, processes, and technology, taking pride in accomplishing your mission for the client with time to spare, and thriving in a collaborative environment ... more, nothing less. You will work as a trusted advisor for the client , delivering with quality,...of experience in Consulting with Oracle EPM Cloud. 3-5+ full cycle implementations of Oracle EPM Cloud You are:… more
- Parexel (Sacramento, CA)
- …a timely manner with an understanding of issues which may impact project profitability and client satisfaction + Acts as a trusted advisor to clients, often on ... industry * Meet new situations and learn all the time . In fact, one of the key characteristics you'll...skills and relationships at the most senior levels within client organizations. A Senior/Vice President Technical must have a… more