- Wells Fargo (Los Angeles, CA)
- …this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about the ... . **In this role you will:** + Assist Financial Advisor (s) with sales, service and operational related activities such...will initiate the FINRA licensing review process at the time of offer acceptance. For specific FINRA qualification exams… more
- Raymond James Financial, Inc. (Walnut Creek, CA)
- …level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports. + Opens new client ... reports and client-specific reporting as needed for review by the financial advisor . + Creates and maintains records and files utilizing Client Relationship… more
- Google (Mountain View, CA)
- …by our leaders to make strategic company decisions. Working on multiple projects at a time , you are focused on the details while finding creative ways to take on big ... participate in shaping the future of the organization. As part of this role, you will partner with Sales...processes, the Finance organization is an important partner and advisor to the business. The US base salary range… more
- Citigroup (Los Angeles, CA)
- …7, 63/ 66 **Job Family Group:** Private Client Coverage **Job Family:** Private Banker ** Time Type:** Part time **Primary Location:** 300 SOUTH GRAND AVENUE ... business which have significant financial implications. + Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. +… more
- PCI Pharma Services (San Diego, CA)
- …Bridge to thousands of biopharma companies and their patients. **We are PCI.** Our investment is in People who make an impact, drive progress and create a better ... performance and potential optimization, and organizational effectiveness-and acts as a key advisor to leaders across various functions up to senior level. The HR… more
- BMO Financial Group (San Francisco, CA)
- …and qualifications for the role, and may include a commission structure. Salaries for part - time roles will be pro-rated based on number of hours regularly ... their development, and manages poor performance. + Acts as a trusted advisor to senior leaders for business decisions and implementation of strategic initiatives.… more
- SanDisk (Milpitas, CA)
- …quality. Sandisk has two facilities recognized by the World Economic Forum as part of the Global Lighthouse Network for advanced 4IR innovations. These facilities ... long-term strategic plans, annual budgets and forecasting + Become a key advisor to Consumer Executive leadership, providing insights and recommendations to drive… more
- LinkedIn (San Francisco, CA)
- …a solid understanding of the industry, collaborate internally, be a strategic advisor to your clients, and consistently deliver against your sales targets. ... listening and thoughtful discovery to uncover customer's buying motivators, decision criteria, investment propensity and who's who in the buyer's circle + Gain… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …for a Client Service Associate at a growing, client-focused Registered Investment Advisor (RIA). This is a full- time permanent role based in San Mateo ... and wants to make a real impact in people's financial lives. You'll be part of a collaborative, high-performing team that values hard work, integrity, and strong… more
- Applied Materials (Santa Clara, CA)
- …best, brightest, and most talented people in the world who work together as part of a winning team. While virtually every nationality, culture, and background are ... and standardize business processes, address complex business problems, and drive investment decisions for profitable growth. As a key finance business partner,… more