- Meta (Burlingame, CA)
- **Summary:** Support the growing space of Wearables AI Products through strategic investment and ROI analyses **Required Skills:** Finance Business Operations ... Associate, Wearables Responsibilities: 1. Understand, impact, and influence business investment decisions through detailed financial analysis 2. Provide hands-on… more
- Breakthru Beverage Group (Richmond, CA)
- …mission. Must always adhere to the established business rules. Must embrace and support BBG's Reliability Model. Serves as the local market expert on customers, ... documents to emphasize brand building activities/elements + Identify local market and investment opportunities by leveraging key sales drivers + Develop and provide… more
- Raymond James Financial, Inc. (San Diego, CA)
- …This essential role helps to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other ... Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office. + Onboards new clients, opens… more
- Breakthru Beverage Group (Commerce, CA)
- …mission. Must always adhere to the established business rules. Must embrace and support BBG's Reliability Model. Serves as the local market expert on customers, ... documents to emphasize brand building activities/elements + Identify local market and investment opportunities by leveraging key sales drivers + Develop and provide… more
- Bank of America (Temecula, CA)
- …needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job ... least one year experience in the investments industry, including investment training and in-depth knowledge of investment ...and as such affirms in policy and practice to support and promote the concept of equal employment opportunity,… more
- Wells Fargo (San Jose, CA)
- …+ Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services + Identify client needs and goals for ... business, mortgage, retirement, and investment services, then partner closely with peers in Business...protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced… more
- K1 (Manhattan Beach, CA)
- …build relationships with executives at exceptional companies that are identified as investment candidates for the fund. Analysts develop an expansive knowledge of a ... opportunities for existing portfolio companies; + Developing and executing on investment theses within enterprise software; + Conducting proprietary market research… more
- City National Bank (Los Angeles, CA)
- …April 30, 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los Angeles, Orange County, ... DC and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client...than $11 million in charitable contributions to nonprofits that support the communities it serves. *City National Bank does… more
- Wells Fargo (San Diego, CA)
- …* Maintain deep knowledge and understanding of Wells Fargo's banking, credit and investment financial solutions and services * Identify client needs and goals for ... business, mortgage, retirement, and investment services, then partner closely with peers in Business...protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced… more
- Intuit (Mountain View, CA)
- …business, this individual will be responsible for driving strategic discussions on investment , growth, and operational execution. We work in a highly collaborative ... you'll bring** + 8-10+ years of experience from strategic finance, FP&A, investment banking, or management consulting + Highly motivated, self-starter with ability… more