- Robert Half Finance & Accounting (Mountain View, CA)
- …+ Discretionary Bonus + Profit Sharing About the Firm: Join a thriving, independent Registered Investment Advisor (RIA) and financial planning firm ... by over $100 million in AUM in just the last year-demonstrating exceptional investment performance and continued client trust. The Role: The Client Service Associate… more
- Thrivent Financial (Lakewood, CA)
- …and prospects. The Associate reports to and is employed/contracted by the Financial Advisor . Thrivent Investment Management Inc. is the sponsor for FINRA ... Organization/Business Overview: Big Island So Cal Group is an independent financial services practice of Thrivent Financial. We take...in this position will be focused on securities and investment advisory products and services as well as fixed… more
- BlackRock (San Francisco, CA)
- …to financial intermediaries, such as wirehouses, broker-dealers, private banks, independent advisors, family offices, and Registered Investment Advisors ... for delivering results. . Strong financial services background with knowledge of investment rends and advisor practices. . Outstanding ability to articulate… more
- Citigroup (San Francisco, CA)
- …experience + Experience in the Financial Services industry, specifically within Investment Banking + Independent , self-motivated professional who thrives in ... The Equity Capital Markets (ECM) Investment Banking Vice President is a senior level...of this role is to act as a strategic advisor to our clients by facilitating equity capital formation.… more
- Northrop Grumman (San Diego, CA)
- …technical leader for the program engineering team, and also serves as technical advisor and delegate to the program manager. The chief engineer ensures that all ... product line and advocate for IRAD and tech development investment + Develop and maintain product value stream IRAD...+ Support ITAR/Export compliance and classification guidance as Technical Advisor (TA) (ITC role) for the product line +… more
- JPMorgan Chase (Los Angeles, CA)
- …across JPMorgan Securities on utilizing life insurance solutions to meet client investment , wealth transfer and income planning needs around the Goals Based Advice ... support to advisors. You will utilize life insurance solutions to meet client investment , wealth transfer, and income planning needs. Your role will involve building… more
- Deloitte (Los Angeles, CA)
- …to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing ... family offices, and closely-held business owners. We provide comprehensive, independent , and objective wealth transfer planning advice, and help clients… more
- Meta (Menlo Park, CA)
- …partners, helping them solve their toughest challenges and operate with an independent and objective perspective. We take a uniquely long-term view towards our ... act as both a financial business partner and strategic advisor to the leadership team.This role will offer you...Product and Business leads 3. Drive nuanced return on investment and impact frameworks across investment areas… more
- Humana (Sacramento, CA)
- …to the VP, Membership and Plan Services, they will serve as a trusted advisor and will be responsible for multi-year strategic and portfolio planning and operational ... through Monthly Business Review + Drives monthly, quarterly and yearly investment planning and opportunity assessment + Builds and maintains strong relationships… more
- ESPN, Inc. (Burbank, CA)
- …future. As forward-looking Human Resources professionals, we are the champions of this investment . The Human Resources team does so much more than just support our ... promote organizational and employee effectiveness. This role will also serve as an advisor to business leaders regarding HR policies and processes (eg, merit and… more
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