- Robert Half Finance & Accounting (San Francisco, CA)
- …Services Division is partnering with a high-growth, relationship-centered firm to identify a Lead Advisor . The Opportunity This is a high-profile role for a ... who blends technical depth with strong emotional awareness. As a Lead Advisor , you'll partner closely with advisors and clients to deliver customized,… more
- Robert Half Finance & Accounting (San Ramon, CA)
- Description Lead Advisor - Wealth Management About Us We are a growing wealth management firm dedicated to helping successful individuals, families, and ... provide a holistic, strategic approach to wealth planning. The Role As a Lead Advisor , you'll play a key role in supporting senior advisors and managing client… more
- Kohl's (Santa Rosa, CA)
- About the Role As Beauty Lead Advisor , you will drive sales through an authentic passion for beauty and engage clients by identifying their needs with a ... consultative approach. You will maintain expert knowledge of top beauty brands, execute merchandise sets, replenishment and visual standards according to Sephora at Kohl's standards and ensure an excellent overall client experience. What You'll Do + Build… more
- Kohl's (La Habra, CA)
- About the Role As Beauty Lead Advisor , you will drive sales through an authentic passion for beauty and engage the team and clients by identifying their needs ... with a consultative approach. You will maintain expert knowledge of top beauty brands, execute merchandise sets and support replenishment and visual standards. You will guide the team to meet Sephora at Kohl's standards and ensure an excellent overall client… more
- Intuit (San Diego, CA)
- **Overview** Come join Intuit as a Lead SOX Risk Advisor within the SOX Risk and Compliance Organization (SRCO). SRCO is a newly established function, in the ... control design decisions while balancing business objectives and risk mitigation. + Lead with an extreme sense of ownership and forward-looking mindset to drive… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …and growing wealth management firm in San Ramon to identify an experienced Financial Advisor who is exploring their next career move. This role is ideal for a ... client-focused advisor who enjoys building long-term relationships, delivering thoughtful financial...within a collaborative, values-driven firm. If you're a Financial Advisor in the East Bay considering a new platform… more
- Thrivent Financial (Newbury Park, CA)
- …This position provides support to our existing client base by working with Lead Advisor or independently. Position may be responsible for formulating and ... team members to develop recommendations. Serves as a resource to Lead Advisor and clients in handling, researching, and communicating inquiries regarding their… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …work culture with minimal turnover and a clear career path to becoming a Lead Advisor . Enjoy bonuses and a lucrative Profit Sharing program. Some ... via email or LinkedIn for additional information or questions. Lead Financial Planner | Thriving RIA | Mountain View...Responsibilities: + Partner with Lead Advisors: Attend meetings, gather data, create and present… more
- UCLA Health (Los Angeles, CA)
- …will drive the vision for collaboration between UCLA and CIII. The Executive Advisor will lead key initiatives, navigate complex institutional and external ... strategic, and highly influential leader to serve as the Executive Advisor for Biomedical Research Partnerships managing the relationship between UCLA and… more
- Deloitte (Costa Mesa, CA)
- …and report status. + Business Development: Participate in sales pursuits as a pursuit lead or subject matter advisor . Participate in the oral presentation of the ... Dynamics CRM Technical Architect & Delivery Lead (Specialist Leader) Our Deloitte Sales & Service...Specialist Leader at Deloitte, you serve as a senior advisor to both the firm and our clients, leveraging… more