- Dunham & Associates Investment Counsel, Inc. (San Diego, CA)
- FINANCE INDUSTRY - ENTRY LEVEL REGIONAL SALES ASSOCIATE Dunham & Associates Holdings, Inc. and its subsidiaries (collectively, "Dunham") is a thought leader in the ... Financial Advisors across all 50 states. Dunham & Associates Investment Counsel, Inc., a subsidiary of Dunham, is an...wealth management solutions and related services. As a Regional Associate , you will be responsible for working with our… more
- Robert Half Office Team (San Diego, CA)
- …Summary The Administrative & Investment Assistant supports the CEO (a senior financial advisor and firm owner) and the Advisory Associate across a wide range ... of responsibilities, including executive support, family office services, investment operations, and client service. This role serves as a key liaison between the… more
- Microsoft Corporation (San Francisco, CA)
- …and removing technical blockers and validating a valid business case for investment and translated technology complexity into business impact + Work with AI ... and hand off to the Digital Account Executive for pursuit. + Be the trusted advisor and use proactive effort to find and understand the Startup/SDC's pain points and… more
- Walmart (San Bruno, CA)
- …Club Product Operations Data Science team, where you will unlock member and associate insights for our product managers. **About the S** **a** **ms Club Product** ... being able to tell a compelling story + Give easy access to voice-of-the-member ; voice-of-the- associate to our product managers; dishing it up in a way that is easy… more
- Humana (Sacramento, CA)
- …goals into practical, scalable technology strategies. Serving as a trusted advisor , this role ensures that infrastructure, networking, and security capabilities are ... thinking and promoting continuous improvement. + Support budgeting and investment planning by providing architectural insights into cost-effective and future-ready… more
- Abbott (Los Angeles, CA)
- …you dream of. + Employees can qualify for free medical coverage in our Health Investment Plan (HIP) PPO medical plan in the next calendar year. + An excellent ... Work On:** + **Customer Relationship & Retention:** Serve as a trusted advisor to established customers, fostering loyalty and achieving retention targets. Enhance… more
- Robert Half Finance & Accounting (Orinda, CA)
- Description A well-established Registered Investment Advisory firm with approximately $500 million in assets under management is seeking a Financial Planning ... Associate to join its collaborative and client-focused team. Known...+ Knowledge of tools such as Holistiplan, fpPathfinder, Schwab Advisor Center, Microsoft Teams, and Zoom is a plus.… more
- Umpqua Bank (Walnut Creek, CA)
- …+ Coordination of business development efforts of sales, administrative and investment staff. + Monitors and coordinates activities to ensure all compliance ... Degreeor equivalent work experience, preferred + Certified Trust and Financial Advisor (CTFA) designation or JD degree, preferred + 10+years'experiencein trust… more