- Stanford University (Stanford, CA)
- Director, Private Capital Institute, Stanford Law School, Executive Education **School of Law, Stanford, California, United States** Administration Post Date Nov 14, ... Law School for posting, and is exempt from the hiring freeze. **Director, Private Capital Institute, Stanford Law School, Executive Education** The Private … more
- Southern California Edison (Rosemead, CA)
- Join the Clean Energy Revolution Become a Data Scientist, Advisor at Southern California Edison (SCE) and build a better tomorrow. In this job, you'll partner ... positions within the Company is ensuring the protection of all its physical, financial and cybersecurity assets, and properly accessing and managing private … more
- HUB International (Encino, CA)
- …growth, dynamic company. This position is supporting HUB International's Retirement & Private Wealth (RPW) SEC registered investment advisor and limited purpose ... of business insurance, employee benefits, risk services, personal insurance, retirement, and private wealth management products and services. With over $5 billion in… more
- Deloitte (Sacramento, CA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Bachelor's ... need to talk about a career with Deloitte's growing Private Wealth practice! Recruiting for this role ends on...papers and tax returns, as well prepare and lead client meetings on compliance and consulting projects related to… more
- Oracle (Sacramento, CA)
- …years of experience in business development, sales, or relationship management within private equity, investment banking, or financial services. Existing network ... Development Lead to drive revenue growth by building relationships with greenfield Private Equity firms. The ideal candidate will have a strong understanding of… more
- Deloitte (Sacramento, CA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... client . The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of...make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and… more
- Sands Investment Group (Los Angeles, CA)
- …for our advisory team to invest, aligning with their professional and financial goals. Successful candidates will: Identify and cultivate relationships with real ... Manage the full deal cycle from outreach to closure, ensuring the quality of client and capital request deliverables, with support from leadership along the way as… more
- EFI Global (Irvine, CA)
- …consulting services firm serving a variety of industries in both the public and private sectors. Over the last four decades, we have grown from a boutique firm ... performing assignments in a timely manner and within the financial constraints of budgetary requirements and contractual obligations. **ESSENTIAL FUNCTIONS… more
- JPMorgan Chase (Palo Alto, CA)
- …suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients ... make your mark by delivering high-quality support and innovative financial solutions. As a Client Associate within... meetings + Serve as a liaison between the Financial Advisor team, branch management, compliance and… more
- US Bank (Los Angeles, CA)
- …internal teams (Trust Officers, Investment Consultants, Operations, Private Wealth Advisor ) to facilitate timely account setup. + ** Client Relationship ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...you excel at-all from Day One. **Job Description** The Private Wealth New Accounts Opening Manager leads the team… more