• Customer Care Energy Advisor

    ICF (Sacramento, CA)
    Description **Energy Advisor ** ** Location: Remote (Must be based in Pacific Standard Time zone)** To support our growth, we are seeking candidates with a strong ... **Quality of life:** Flexible workplace arrangements, work-life balance. + ** Investment of community:** Donation matching, volunteer opportunities. + ** Investment… more
    ICF (08/29/25)
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  • Financial Advisor

    BMO Financial Group (Santa Monica, CA)
    Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of ... continually enhance the client experience. + Introduces clients to investment strategies and works with clients to develop a...between stakeholders. + Follows through on the risk and compliance processes and policies to ensure we safeguard our… more
    BMO Financial Group (08/14/25)
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  • Financial Service Sales Assistant

    Umpqua Bank (Irvine, CA)
    … direction from clients. Series 7 licensed employees provide limited decision-making investment decisions. + Coordinate and assist Financial Advisor (s) with ... the Role:** Provide administrative & operational support for one or more Financial Advisor (s) and serve as a liaison between Financial Advisor (s) and their… more
    Umpqua Bank (08/23/25)
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  • Lead Client Services Officer

    City National Bank (Los Angeles, CA)
    …based upon their objectives, risk tolerance, time horizon, financial status, and other investment needs in compliance with FINRA regulations and CNS policies and ... SERVICES OFFICER* WHAT IS THE OPPORTUNITY? Oversee the City National Securities Investment Relationship Officers and Assistant Investment Officers supporting the… more
    City National Bank (08/07/25)
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  • Tax Manager - Real Estate

    Deloitte (Los Angeles, CA)
    …Deloitte Tax Managers use their experience in accounting and taxation to provide compliance and consulting services to Real Estate Investment Trusts, Real Estate ... of Subchapter K, partnership allocation methodologies, and Real Estate Investment Trust qualification rules? Are you looking for an...Tax group, you will provide federal tax consulting and compliance services to clients in the Real Estate industry… more
    Deloitte (08/21/25)
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  • Merrill Market Supervision Manager

    Bank of America (Newport Beach, CA)
    …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
    Bank of America (08/02/25)
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  • Tax Senior, Private Equity

    Deloitte (Costa Mesa, CA)
    …As a Tax Senior, you will utilize your prior experience to provide tax compliance and advisory services to investment management clients. You will assist clients ... + Experience with Subchapter K, partnership allocation methodologies, and the tax compliance process for investment partnerships + Bachelor's degree in… more
    Deloitte (08/20/25)
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  • Merrill Market Client Relationship Manager

    Bank of America (Walnut Creek, CA)
    …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
    Bank of America (08/29/25)
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  • Merrill Market Client Relationship Manager

    Bank of America (San Diego, CA)
    …Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth ... planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client… more
    Bank of America (07/29/25)
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  • Tax Manager - Private Equity

    Deloitte (Sacramento, CA)
    …As a Tax Manager, you will utilize your prior experience to provide tax compliance and advisory services to investment management clients. You will assist ... papers, allocations, and tax filings + Preparing and leading client meetings on compliance and advisory projects related to tax planning opportunities, and the tax… more
    Deloitte (08/18/25)
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