- H&R Block (Colma, CA)
- …that will grow stronger every year. Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business services needs year-round. ... + Provide tax preparation, tax audit support and tax planning year-round + Create confidence in our clients by...experience + Experience completing individual tax returns + Tax planning and audit support + Ability to effectively communicate… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …resources that empower you to deliver exceptional client outcomes. If you're an experienced advisor looking for a role where you can make an immediate impact and ... What You'll Do + Provide strategic advice and comprehensive financial planning across investments, retirement, insurance, and debt management + Develop personalized… more
- Bank of America (Glendale, CA)
- Financial Solutions Advisor - Wilson-Glendale Financial Center Glendale, California **To proceed with your application, you must be at least 18 years of age.** ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Glendale/Financial-Solutions- Advisor --Wilson-Glendale-Financial-Center\_25048179) **Job Description:** The following laws or regulations restrict… more
- SAP (Palo Alto, CA)
- …and customer outcomes at scale. **Key Responsibilities** + Act as the go-to advisor for HANA Cloud migrations and transformation engagements. + Guide customers on ... use business insight more effectively. Originally known for leadership in enterprise resource planning (ERP) software, SAP has evolved to become a market leader in… more
- Bank of America (Hemet, CA)
- Financial Solutions Advisor - Southern Inland Empire Hemet, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Hemet/Financial-Solutions- Advisor Southern-Inland-Empire\_25048012) **Job Description:** The following laws or regulations… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …with minimal turnover and a clear career path to becoming a Lead Advisor . Enjoy bonuses and a lucrative Profit Sharing program. Some Responsibilities: + Partner ... reach out to Michelle Espejo via email or LinkedIn. Requirements + 2+ years of financial planning experience in a RIA + Must be at least already in the CFP program… more
- City National Bank (Los Angeles, CA)
- * ADVISOR II - FOREIGN EXCHANGE* WHAT IS THE OPPORTUNITY? This colleague is responsible for meeting sales goals by servicing existing foreign exchange clients, ... vacation, sick and volunteer time * Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support… more
- Cardinal Health (Sacramento, CA)
- …of business including Medicare, Medicaid, and various commercial markets. The Advisor of Managed Care-National Accounts is responsible for regional retail (chain) ... knowledge, preferred + Ability to combine broad business perspective with strategic planning and critical thinking + Shows solid judgement and decision-making skills… more
- Oracle (Sacramento, CA)
- …Responsibilities: . Customer Advocacy & Executive Engagement o Serve as a trusted advisor to CISOs and other security executives in all industry sectors across ... leave 12. Adoption assistance 13. Employee Stock Purchase Plan 14. Financial planning and group legal 15. Voluntary benefits including auto, homeowner and pet… more
- SAP (Palo Alto, CA)
- …Digital Cloud Architecture & Advisory team (DCAA) in NA. The Cloud Architect Advisor works predominantly in the pre-sales phase as a subject matter expert, acting ... use business insight more effectively. Originally known for leadership in enterprise resource planning (ERP) software, SAP has evolved to become a market leader in… more