- RGP (Santa Ana, CA)
- …with the expectation to **transition into a full-time role based on mutual fit.** The Accounting Manager will oversee core accounting operations, support strategic ... ensuring compliance with nonprofit contract terms, grant allocations, and fund restrictions. Collaborate cross-functionally to support financial reporting, budgeting,… more
- Ace Hardware (Visalia, CA)
- …opportunities to help Children's Miracle Network Hospitals and the Ace Helpful Fund through the Ace Foundation. + Employee discounts on Ace merchandise (including ... of diversity and leveraging the skills and talents of all people to the mutual advantage of each individual and the organization. The company is committed to the… more
- Ace Hardware (Visalia, CA)
- …your choice, opportunities to help Children's Miracle Network Hospitals and the Ace Helpful Fund through the Ace Foundation + Ace invests in every employee we hire, ... of diversity and leveraging the skills and talents of all people to the mutual advantage of each individual and the organization. The company is committed to the… more
- BlackRock (San Francisco, CA)
- …**Requirements:** + Undergraduate degree and 0-4 years of work-related experience in the mutual fund industry or a corporate legal practice. + Understanding of ... the 1940 Act/ mutual fund regulatory environment preferred. + Excellent communication and organizational skills and rigorous attention to detail. + Ability to… more
- Columbia Bank (Irvine, CA)
- …+ Service clients through researching and resolving problems. + Provide quote information and mutual fund trade entry. Equity trades can be entered by Series 7 ... licensed employees. Accept unsolicited mutual fund and money market investment direction from clients. Series 7 licensed employees provide limited… more
- BlackRock (San Francisco, CA)
- …firm-wide growth aspirations and priorities. Our team combines operations professionals with Mutual Fund /ETF backgrounds and change specialists to drive scale ... home and improve their financial well-being. BlackRock is the #1 Exchange Traded Fund (ETF) provider globally with over $3 trillion in assets under management. With… more
- BlackRock (San Francisco, CA)
- …or CFA preferred + Minimum 3+ years as an experienced Model, ETF, or mutual fund wholesaler (external) + Strong financial services background with knowledge of ... a full suite of strategies from Model Portfolios, iShares ETFs, and mutual funds to Alternatives, SMAs and sub-advisory relationships USWAs mandate is to… more
- BMO Financial Group (Sacramento, CA)
- …needs and provides solutions though the sales of managed products and services (eg mutual funds, mutual fund wrap accounts, ETF wrap accounts, insurance, ... annuities, retirement savings plans, and other similar products). Provides other solutions indirectly through referrals to business partners. + Supports the achievement of sales and performance targets for new asset sales, joint appointments, fee-based sales,… more
- Robert Half Finance & Accounting (Buellton, CA)
- …accounts, trades, and settlements of stocks and bonds, and real estate and mutual fund transactions from third-party managers. Evaluates enterprise contracts for ... financial terms and conditions. Contributes to strategic initiatives such as new acquisitions, working capital optimization, or exit readiness. Serves as a point of contact for audit activities, tax filings, and compliance documentation. Provides detailed… more
- Charles Schwab (Newport Beach, CA)
- …Exhibits wealth management and investment products expertise including equities, fixed income, mutual fund and retirement plans; equity compensation plans, stock ... options and annuities + Results driven, highly motivated self-starter who possesses integrity, a strong work ethic, and a passion for helping clients plan for their financial goals and objectives + Demonstrates a bias for action and a commitment to achieving… more
