- Applied Materials (Santa Clara, CA)
- …updating, and maintaining internal accounting policies in IQMS + Help ensure policy accuracy by understanding transaction flows and internal controls + Conduct ... preliminary research on accounting topics to support policy development and interpretation + Support finance system updates...and following the prompts to speak to an HR Advisor . This contact is for accommodation requests only and… more
- Applied Materials (Santa Clara, CA)
- …more about careers at Applied. **JOB DESCRIPTION** The Senior Manager, M&A Finance & Policy is responsible for assisting with all phases of the M&A deal cycle from ... including purchase price accounting, accounting memos, intangible valuation, accounting policy alignment, impairment testing, and other relevant accounting standards.… more
- Bank of America (Newport Beach, CA)
- …effective. **Job Description:** This job is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client relationships. ... client onboarding and resolving escalations + Assists the Financial Advisor team and/or Senior Business Managers in developing and...factor prohibited by law, and as such affirms in policy and practice to support and promote the concept… more
- Wells Fargo (Beverly Hills, CA)
- …. **In this role you will:** + Assist Financial Advisor (s) colleagues with service and operational related activities such as ... via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes +… more
- Bank of America (San Francisco, CA)
- …and effective. **Job Description:** The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. He ... all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement,...factor prohibited by law, and as such affirms in policy and practice to support and promote the concept… more
- Thrivent Financial (Lakewood, CA)
- …clients and their families. Responsibilities may include working with a Financial Advisor to develop and implement business and marketing plans to acquire, ... Associate reports to and is employed/contracted by the Financial Advisor . Thrivent Investment Management Inc. is the sponsor for...by applicable local, state , or federal law. This policy applies to all employees and job applicants. Thrivent… more
- Snap Inc. (Los Angeles, CA)
- …. The Legal & Policy Team is Snap's dedicated in-house law firm, policy consultant, lobbyist, thought partner, and all-around advisor . This team helps Snap ... product, IP, commercial transactions, corporate governance, employment, acquisitions, litigation, and policy , and social impact. We value the power of diversity, as… more
- Bank of America (San Jose, CA)
- …**Job Description:** This job is responsible for working with Financial Advisor (FA) teams to provide comprehensive financial planning solutions. Key ... must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support +...factor prohibited by law, and as such affirms in policy and practice to support and promote the concept… more
- Wells Fargo (Los Angeles, CA)
- …. **In this role you will:** + Assist Financial Advisor (s) with sales, service and operational related activities such as ... via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information and/or quotes,… more
- Bank of America (Newport Beach, CA)
- …objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial, and reputational risks. ... the Market Executive should be directly involved + Monitor advisor and client activity including financial transactions to ensure...factor prohibited by law, and as such affirms in policy and practice to support and promote the concept… more