- Guardian Life (Sacramento, CA)
- …laws (inclusive of NAIC). + 3-5 years of broker-dealer and registered investment advisor compliance experience, with experience at an insurance-affiliated ... Law Department's Mission to be a trusted advocate and advisor to drive strategic solutions that advance Guardian's purpose,...part of a collaborative Compliance Legal Team? As a Senior Compliance Analyst, Park Avenue Securities, and Park Avenue… more
- Charles Schwab (Irvine, CA)
- …us "challenge the status quo" and transform the finance industry together. As a Sr . Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining ... a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …DETAILS SENIOR CORPORATE TAX ACCOUNTANT 115K-130K+BONUS+AMAZING BENEFITS Well established private/ investment foundation with over 13B in AUM is seeking a strong ... Sr . Tax Accountant to join their dynamic team. This...balance, career path and excellent benefits. About the Position Senior Tax Accountant has significant responsibilities in tax compliance,… more
- Bank of America (Los Angeles, CA)
- Sr . Relationship Manager - Middle Market (Aerospace, Defense and Space Technologies) Los Angeles, California **To proceed with your application, you must be at least ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Los-Angeles/ Sr -Relationship-Manager Middle-Market--Aerospace--Defense-and-Space-Technologies-\_25037441) **Job Description:** At Bank of America, we… more
- Columbia Bank (San Diego, CA)
- Sr Financial Planner Wealth Management Portland, Oregon Hillsboro, Oregon Tacoma, Washington Sacramento, California Los Angeles, California San Diego, California ... required. + 5+ yearsof relevant wealth planning experience. Some experience as a Financial Advisor is required. + Series 7, 65 or 66, required and Insurance license… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Senior Client Associate - Family Office A highly respected multi-family office is seeking a Senior Client Associate to join its San Francisco-based ... ultra-high-net-worth families with a comprehensive suite of services, including investment management, financial planning, lending strategies, and bespoke family… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Senior Client Associate - Wealth Management A highly respected multi-family office is seeking a Senior Client Associate to join its San ... serves ultra-high-net-worth clients with a full suite of services including investment management, financial planning, lending strategy, and bespoke family office… more
- LinkedIn (Mountain View, CA)
- …we plan, operate, and scale. As part of this transformation, we're seeking a Senior Director of Finance Technology to lead the evolution of our finance systems ... greater velocity, precision, and scale across LinkedIn. **What You'll Do** As the Senior Director of Finance Technology, you will: + **Set a multi-year technology… more
- Microsoft Corporation (San Francisco, CA)
- …in developing, sharing, and promoting mutually beneficial, long-term, customizable joint investment plans to grow sales and partner impact, leveraging deep ... and maintains status as a thought leader and trusted advisor to the assigned account's C-level business decision makers...is important for the customer by establishing return on investment (ROI) models, key customer benefits, etc. Envisions a… more
- Evolent (Sacramento, CA)
- …Stay for the culture. **What You'll Be Doing:** Evolent is looking for a Senior Director, Finance - FP&A & Strategy to join our team of Finance professionals ... stakeholders at all levels. + Act as a strategic advisor , building trusted relationships with business leaders and providing...a trusted SME and thought partner to Finance and Senior Leadership. + Drive strategic initiatives and solve complex… more