- 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 ... priorities and best sequence for execution of business/group strategy. + Conducts independent analysis and assessment to resolve strategic issues. + Coordinates and… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …Jennifer Fukumae at Robert Half Finance and Accounting is partnering with an 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)
- …fund wholesaler (external) + Strong financial services background with knowledge of investment trends and advisor practices + Exceptional verbal and written ... the largest and fastest growing firms. (2) As a sole practitioner and independent business owner covering a specific territory, identify and drive Model Sales… more
- Deloitte (San Francisco, 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
- 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
- Advanced Automation Corporation (Mountain View, CA)
- …shall perform any combination of the following duties: A. Serve as a Technical Advisor in DIU solicitation activities only when a signed NDA is on file. This ... stakeholders. K. Leverage support from subject matter experts to perform independent reviews and detailed technical assessments of commercial technology and their… more
- 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 (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
- Envista Holdings Corporation (Brea, CA)
- …eg, top company leaders, broad employee base, Board of Directors, shareholders & investment community, and potentially customers or partners. + Act as a trusted ... advisor to executives and leadership team members of Envista's...deliver the best possible patient care. Envista became an independent company in 2019. We brought with us the… more