- Abbott (Alameda, 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 ... with enterprise architecture standards. **Core Responsibilities:** + Serve as a trusted advisor to global leaders and stakeholders in shaping strategic plans and … 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 ... strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving during their lifetime and… more
- Robert Half Finance & Accounting (Orinda, CA)
- …meaningful impact in clients' financial lives. About the Firm This fee-only Registered Investment Advisor manages approximately $500 million in assets and is ... to professional development. The firm provides comprehensive financial planning and investment management services, always acting in the best interest of its… more
- Bank of America (Los Angeles, 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
- Anywhere Real Estate (San Francisco, CA)
- …+ **Strategic Sourcing & Evaluation** + Identify acquisition and investment opportunities aligned with Anywhere's strategic goals. + Build relationships ... and valuation scenarios (DCF, precedent transactions, public comps). + Prepare investment memos and present recommendations to executive leadership and board… more
- Citigroup (Loma Linda, CA)
- …Money Guide Pro, or NaviPlan Select, or similar financial planning software preferred . + Basic understanding of investment and financial planning strategies ... specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals to provide holistic financial solutions. + Provide… more
- CBRE (Sacramento, CA)
- …Americas Consulting team. This role is ideal for a strategic advisor with deep expertise in organizational design, process mapping/governance, and enterprise ... distill findings into concise benchmarking reports that guide client investment and operating decisions + Facilitate partner interviews, design workshops,… more
- Citigroup (Riverside, CA)
- …Word) and experience using NaviPlan Select or similar financial planning software preferred + Basic understanding of investment and financial planning strategies ... product specialists, intuitively recognize and understand a client's banking, credit and investment needs and goals in order to provide holistic financial solutions.… more
- Stantec (Los Angeles, CA)
- …in the region. You will need to wear several hats, be a trusted advisor , strategist, consultant, analyst, change agent and coach. Sit alongside and collaborate with ... and expertise to help develop creative solutions. - Serve as a trusted advisor to leaders by presenting multiple perspectives and challenging the status quo. -… more
- Google (Mountain View, CA)
- …in Financial Planning and Analysis, Consulting, or a related function. ** Preferred qualifications:** + Master's degree or PhD in Business, Finance, Economics, ... You will develop sophisticated financial models and Return on Investment (ROI) frameworks to provide an understanding of key...processes, the Finance organization is an important partner and advisor to the business. The US base salary range… more
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