• Associate/Vice President, US Wealth Advisory Model…

    BlackRock (San Francisco, CA)
    …wholesaler (external) + Strong financial services background with knowledge of investment trends and advisor practices + Exceptional verbal and written ... Advisory business manages the firm's relationships with US retail investors and financial advisors. Representing a full suite of strategies from Model Portfolios,… more
    BlackRock (08/26/25)
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  • Tax Manager - Private Wealth

    Deloitte (San Francisco, CA)
    …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Bachelor's ... help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable… more
    Deloitte (08/20/25)
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  • Funds Transfer Pricing Manager

    BMO Financial Group (San Ramon, CA)
    …supports their development, and manages poor performance. + Acts as a trusted advisor to assigned business/group. + Provides structural market risk advice on funds ... and best sequence for execution of business/group strategy. + Conducts independent analysis and assessment to resolve strategic issues. + Ensures alignment… more
    BMO Financial Group (08/19/25)
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  • Tax Senior - Private Wealth

    Deloitte (Los Angeles, CA)
    …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable… more
    Deloitte (08/18/25)
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  • JP Morgan Wealth Management, Vice President,…

    JPMorgan Chase (Palo Alto, CA)
    …CFP + 5 plus years of practice as a trusts & estates lawyer, tax advisor , or financial planner + Self-starter with natural curiosity for individual planning and ... group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals...need to learn about the various products and platforms ( investment , banking and lending) available to our advisors across… more
    JPMorgan Chase (07/12/25)
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  • Senior Manager, Charitable Consulting - Southern…

    Charles Schwab (Los Angeles, CA)
    **Your opportunity** DAFgiving360 (TM) is an independent nonprofit organization created to increase charitable giving in the US We offer a donor-advised fund program ... pivoting when necessary. + Partnering with marketing, charitable strategists, and Schwab Advisor Services to develop and deliver relevant content that is on message… more
    Charles Schwab (09/04/25)
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  • SME Operations Research Analyst

    Advanced Automation Corporation (Mountain View, CA)
    …due diligence tools for the evaluation of potential funding projects. M. Build financial models to assess technology investment decisions and assist in program ... of the following duties: A. Serve as a Technical Advisor in DIU solicitation activities only when a signed...K. Leverage support from subject matter experts to perform independent reviews and detailed technical assessments of commercial technology… more
    Advanced Automation Corporation (06/11/25)
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  • Associate General Counsel - Bank Regulatory

    US Bank (Los Angeles, CA)
    …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... Bank to serve as a trusted legal and business advisor . Successful candidates for positions in the US Bank...the group. Meaningful collaboration, participation in the community, and investment in the development of the Law Division are… more
    US Bank (08/01/25)
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  • Director, Correspondent Banking SVP

    BMO Financial Group (Los Angeles, CA)
    …or exceeded. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new initiatives, ... market competitors, client needs and business growth opportunities. + Conducts independent analysis and assessment to resolve strategic issues. + Develops the… more
    BMO Financial Group (08/29/25)
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  • Site Finance Head

    Takeda Pharmaceuticals (Thousand Oaks, CA)
    …member of the Site Leadership Team, responsible for leading all financial activities including business partnering, planning, forecasting, investment decision ... statutory compliance at the Thousand Oaks Manufacturing Site. You will provide independent , strategic financial guidance to support site, operational, and… more
    Takeda Pharmaceuticals (08/20/25)
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