• Senior Wealth Advisor

    Umpqua Bank (Walnut Creek, CA)
    …as CFA, CIMA, CFP, CWS, CEPA, or AIF, required. + 5+ years of experience as an investment executive , financial advisor , certified financial planner, ... people. Together for business. Together for better. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work within a… more
    Umpqua Bank (07/26/25)
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  • Financial Analysis & Regulatory Support,…

    Southern California Edison (Pomona, CA)
    Join the Clean Energy Revolution Become a Financial Analysis & Regulatory Support, Senior Advisor at Southern California Edison (SCE) and build a better ... our planet, reduce carbon emissions, and create cleaner air for everyone. As a Financial Analysis & Regulatory Support, Senior Advisor , your work will help power… more
    Southern California Edison (06/11/25)
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  • Advisor Consultant

    Neuberger Berman (CA)
    …This is accomplished through relationship building via individual and group financial advisor meetings, client events, and conferences. **Responsibilities** + ... The Advisor Consultant is responsible for creating new relationships...for creating new relationships and managing existing ones with Financial Advisors at Merrill Lynch, Morgan Stanley, UBS, Wells… more
    Neuberger Berman (05/21/25)
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  • Business Transformation & Value Advisor…

    Amazon (San Francisco, CA)
    …and business value analysis - Develop C-level engagement strategies, executive narratives, ROI investment justifications, deal structures, solution ... strategies and helping prioritize strategic pursuits - Directly engage with customer executive teams, helping articulate the strategic and financial benefit of… more
    Amazon (06/20/25)
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  • Wealth Management, Life Insurance Specialist,…

    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 ... tools, and thought leadership are designed to help strengthen our client's financial health and achieve peace of mind in retirement by offering tax-advantaged… more
    JPMorgan Chase (07/09/25)
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  • Sales Executive - LoopNet Digital…

    CoStar Realty Information, Inc. (San Francisco, CA)
    Sales Executive - LoopNet Digital Advertising - San Francisco, CA Job Description **CoStar Group (NASDAQ: CSGP)** is a leading global provider of commercial and ... global team to reach our goals. As a **Sales Executive ** with LoopNet you will be part of a...frequency, reach and brand efficacy and highlighting return on investment using our proprietary analytic tools and reporting capabilities.… more
    CoStar Realty Information, Inc. (07/09/25)
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  • Financial Analyst 2

    Intuit (Mountain View, CA)
    …CG services growth, driving business growth and profitability through strategic financial and operational leadership. The individual will also be a trusted ... advisor to the Expert Network leadership team, influencing strategic...team, influencing strategic decisions on resource allocation and ensuring financial rigor and accountability across initiatives to maximize ROI… more
    Intuit (07/17/25)
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  • Principal Financial Analyst

    Intuit (Mountain View, CA)
    …related to business growth and profitability. Help drive capital allocation through investment ROI evaluations + Financial Planning and Analysis: Develop and ... business, this individual will be responsible for driving strategic discussions on investment , growth, and operational execution. We work in a highly collaborative… more
    Intuit (08/04/25)
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  • Merrill Market Supervision Manager

    Bank of America (Newport Beach, CA)
    …when the Market Executive should be directly involved + Monitor advisor and client activity including financial transactions to ensure compliance with ... supporting business objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial… more
    Bank of America (08/02/25)
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  • Merrill Market Client Relationship Manager

    Bank of America (Walnut Creek, CA)
    …+ Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises ... Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel +… more
    Bank of America (05/30/25)
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