- Columbia Bank (San Diego, CA)
- …of experience as an investment executive, financial advisor, certified financial planner , investment advisor Representative, or wealth manager. + Strong marketing ... to be the best our industry has to offer a client. + Occasional travel . **Job Location(s):** Ability to work fully onsite at posted location(s). This posting is… more
- Marriott (Anaheim, CA)
- …of Event Planning and Operations in his/her absence. Serves as the event planner 's primary contact (following turnover) on property and is responsible for his/her ... sick leave where applicable), life insurance, group disability insurance, travel discounts, adoption assistance, paid parental leave, health savings account… more
- Deloitte (Sacramento, CA)
- …competing priorities + Demonstrated effective verbal and written communication skills + Ability to travel up to 25%, on average, based on the work you do and the ... Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as master's in science of… more
- Deloitte (Costa Mesa, CA)
- …for real estate funds - Experience working in a fast-paced, team environment + Ability to travel up to 25%, on average, based on the work you do and the clients and ... Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, JD,… more
- Deloitte (Los Angeles, CA)
- …partnership experience + Demonstrated effective verbal and written communication skills + Ability to travel up to 25%, on average, based on the work you do and the ... Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as master's in science of… more
- Deloitte (Los Angeles, CA)
- …multiple, competing priorities + Experience with Microsoft Office Suite, especially Excel + Ability to travel up to 25%, on average, based on the work you do and the ... Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as MST, MAcc, LLM, or JD,… more
- Deloitte (Los Angeles, CA)
- …and tax research + Strong managerial experience with budgets, people and projects + Ability to travel up to 25%, on average, based on the work you do and the clients ... Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, JD,… more
- Deloitte (Sacramento, CA)
- …compliance, federal tax accounting and provisions, tax analysis, and tax research + Ability to travel up to 25%, on average, based on the work you do and the clients ... Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as Masters of Tax, JD,… more
- Deloitte (San Jose, CA)
- …economics, or related field + 3+ years' experience in related field + Ability to travel up to 25%, on average, based on the work you do and the clients ... Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, JD,… more
- Deloitte (Costa Mesa, CA)
- …partnerships + Bachelor's degree in Accounting, Finance, or other business-related field + Ability to travel up to 25%, on average, based on the work you do and the ... Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as Masters of Tax, JD,… more