- Coinbase (Sacramento, CA)
- …as we build the emerging onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a very specific candidate. We want ... and who believes in the power of crypto and blockchain technology to update the financial system. We want someone who is eager to leave their mark on the world,… more
- Bank of America (Monterey, CA)
- …including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth ... personalized advice to clients through reviews and presentations, including assessing financial goals and recommending investment advisory strategies +… more
- JPMorgan Chase (San Francisco, CA)
- …center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting...+ Provide a holistic view of clients' needs and financial coaching beyond investments + Embrace digital… more
- City National Bank (Los Angeles, CA)
- …in the financial markets, and make necessary adjustments to their investment strategies. Communicate strategic shifts in the marketplace. * Team effectively with ... the assets in each account regularly to ensure that investments meet the client's investment objective and...role over a multi-year period. * Strong understanding of financial planning and the investment process including… more
- Bank of America (San Francisco, CA)
- …including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth ... investment , savings and liability management solutions. FSA's demonstrate knowledge of investments and financial markets and apply key principles appropriate… more
- Bank of America (Chico, CA)
- …through reviews and presentations, including partnering with management to assess financial goals and recommending investment advisory strategies + Understands ... client solutions that are best suited for their financial needs, such as core Banking, and Investment...Obtained insurance licenses **Skills:** + Account Management + Client Investments Management + Client Management + Client Solutions Advisory… more
- Intuit (Mountain View, CA)
- …is seeking a highly skilled and motivated Senior Finance Leader of Technology Investments FP&A (internal title Staff Financial Analyst).. This leader will ... presentations to influence decision making)* Lead forecasting, resource planning, and financial management for Technology investments * Lead Technology headcount… more
- Intuit (Mountain View, CA)
- …to influence decision making) + Lead forecasting, resource planning, and financial management for Technology investments + Lead Technology headcount ... a highly skilled and motivated Finance Leader of Technology Investments FP&A. This leader will partner with the senior...leaders with a focus on driving change and providing financial leadership as we execute our Technology investment… more
- Bank of America (San Diego County, CA)
- …of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/La-Jolla/ Financial -Solutions-Advisor Consumer- Investments --Central-San-Diego\_25035520) ... needs and asset thresholds, meeting with clients to review financial and investment goals, building a ...banking and money managed solutions * Recommends banking and investments strategies that align with client financial … more
- Bank of America (Yuba City, CA)
- …of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Yuba-City/ Financial -Solutions-Advisor Consumer- Investments ... needs and asset thresholds, meeting with clients to review financial and investment goals, building a ...banking and money managed solutions + Recommends banking and investments strategies that align with client financial … more