- Oracle (Sacramento, CA)
- …as C or C+Bonus: Experience in a Chief Architect or Technical Advisor role in a fast-paced, matrixed organizations **Responsibilities** 1. Technical Expertise ... prioritization, project planning, and follow-through. 4. Leadership & Soft Skills Trusted advisor to senior tech leaders. Able to mentor engineers and drive… more
- Columbia Bank (Santa Barbara, CA)
- Private Client Advisor Wealth Management South Jordan, Utah Bellevue, Washington Seattle, Washington Sacramento, California Greenwood Village, Colorado Los Angeles, ... Together for business. Together for better. **About the Role:** Our Private Client Advisor will work with the high and ultra-high net wealth individual, non-profit… more
- M&T Bank (Los Angeles, CA)
- …solutions of the firm.Work closely with Client Managers, Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, ... manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of...Doctor) M&T Bank is committed to fair, competitive, and market -informed pay for our employees. The pay range for… more
- Wells Fargo (Los Angeles, CA)
- **About this role:** Wells Fargo is seeking an Associate Bank Financial Advisor (LO) in Wealth and Investment Management as part of Wells Fargo Advisors. Learn ... function + Review basic or tactical client goals and risk tolerance, assess investment profile, and evaluate client financial needs related to lower risk tasks and… more
- Citigroup (San Francisco, CA)
- The Financial Advisor is a strategic professional who stays abreast of developments within own field and contributes to directional strategy by considering their ... family. **Responsibilities:** + Responsible for providing a wide variety of financial and investment services to an Ultra high Net Worth client base in the United… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …have the freedom to build your practice with full firm support. Job Title: Financial Advisor Location: San Ramon, CA | On-site (initially 5 days a week for training; ... client relationships through proactive communication and ongoing support. + Monitor market performance and client portfolios, recommending adjustments as needed. +… more
- Oracle (Sacramento, CA)
- …Responsibilities: . Customer Advocacy & Executive Engagement o Serve as a trusted advisor to CISOs and other security executives in all industry sectors across ... order to account for variations in knowledge, skills, experience, market conditions and locations, as well as reflect Oracle's...Pre-tax commuter and parking benefits 7. 401(k) Savings and Investment Plan with company match 8. Paid time off:… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …with minimal turnover and a clear career path to becoming a Lead Advisor . Enjoy bonuses and a lucrative Profit Sharing program. Some Responsibilities: + Partner ... and analyze client financial information. + Develop financial plans, investment policies, and portfolio reports. + Implement and monitor...if not actively looking and just curious about the market . Robert Half is the world's first and largest… more
- SAP (Palo Alto, CA)
- …strategy of SAP. This enables customers to safeguard their existing SAP ERP investment while benefiting from a new level of flexibility - tailoring the software ... & Advisory team (DCAA) in NA. The Cloud Architect Advisor works predominantly in the pre-sales phase as a...planning (ERP) software, SAP has evolved to become a market leader in end-to-end business application software and related… more
- Insight Global (San Francisco, CA)
- …the advice of CFAs, CPAs and JDs into the client relationship. Our target market is high-net-worth Individuals with assets in excess of $3M. This role works with ... individuals and businesses to meet long-term investment and financial goals including retirement and estate planning with a strong emphasis on tax reduction. Once a… more