- Bank of America (San Diego County, CA)
- …exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). * Obtained ... your insurance licenses. Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Skills: * Advisory * Account Management * Client Experience Branding * Customer and Client Focus * Oral Communications * Issue Management *… more
- Deloitte (Los Angeles, CA)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as MST, MAcc, LLM, or JD, ... or related field + Experience with tax technical research (eg, CCH, Hein, Lexis, RIA, etc.) + Experience with Federal or State and Local C&I + Experience with sustainability technologies or environmental sciences + Previous Big 4 or large CPA or law firm… more
- E&J Gallo (Modesto, CA)
- …from business review to activation and optimization. Collaborate with the Marcomm Planner to develop IMP briefs and supervise the creation of activation briefs. ... Your contributions will be vital in shaping the Brand Strategic Positioning (BSP), identifying optimal consumer design targets, and defining brand positioning. Manage the A&P budget for assigned brands, overseeing creative and communication strategies,… more
- Hoffman Construction Company (Sunnyvale, CA)
- …such as Prolog, Procore, E-Builder, Bluebeam, Microsoft Project, and Primavera Project Planner (P6). + Experience with design software such as AutoCAD, Revit and ... Navisworks. + Training in design and construction document reading, design specifications, survey theory and techniques. + Experience in organizing technical data in a neat and accurate method. Familiar with CSI specification system for construction. +… more
- Breakthru Beverage Group (Richmond, CA)
- …needed in report building and tracking (ROI, execution, etc.) + Manage Activity Planner programs monthly + Develop and manage in-market surveys for key initiatives + ... Other duties, as assigned by the jobholder's supervisor, may also be required. Qualifications + Bachelor's degree in related field and/or equivalent training and work experience + Proficient PC skills using MS Office and other various computer programs… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …track record of engaging directly with high-net-worth clients. + Certified Financial Planner (CFP) designation is a must. + Exceptional ability to manage multiple ... high-profile client relationships and seamlessly coordinate across teams for superior outcomes. Interested or even just curious? Reach out to Michelle Espejo via LinkedIn or email for fastest consideration. I recruit for similar roles and am happy to connect,… more
- Providence (Burbank, CA)
- …from your first day + 401(k) plan with employer matching & complementary retirement planner + Generous paid time off for vacation, sick days and holidays + Tuition ... reimbursement & student loan forgiveness programs + Wellness & mental health assistance programs + Back-up child & elder care to help with care disruptions for your family + Voluntary benefits, like pet, auto and home insurance, and more! **Required… more
- KIK Consumer Products (Ontario, CA)
- …safe and efficient manner. * Reviews work planning and scheduling with the production planner . * Ensures quality of work adhering to all safety standards. * Ensure ... that equipment availability is adequate to meet the production plan. * Works with plant or production supervision to ensure any operator performed maintenance duties are facilitated. * Works with the Maintenance Manager to ensure all maintenance craft… more
- Deloitte (Los Angeles, CA)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, JD, ... and/or LLM + Previous Big 4 or large CPA firm experience The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure… more
- Deloitte (Sacramento, CA)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as Masters of Tax, JD, ... and/or LLM + Solid understanding with accounting for income taxes in accordance to ASC740 + Previous Big 4 or large CPA firm experience + Strong management experience + Excellent research and writing skills + Excellent presentation and communications skills… more