- Robert Half Finance & Accounting (Mill Valley, CA)
- …with the firm's holistic wealth philosophy. Financial Planning & Investment Advisory + Develop and implement financial plans covering retirement, tax, estate, ... investment, and risk management. + Continuously monitor and adjust client portfolios...of experience in financial planning, wealth management, or investment advisory . Certifications & Licensing + Certified Financial Planner (TM)… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …to high-net-worth clients. + Deliver tailored financial planning and investment advisory services. + Assist in developing and executing financial plans across ... retirement, tax, estate, and risk management. + Support senior advisors in client acquisition...5 years of experience in financial planning or investment advisory . + CFP(R) designation required. + Strong interpersonal and… more
- Deloitte (Los Angeles, CA)
- …45V Clean Hydrogen Tax Credit + Preparation of tax returns and provide advisory services related to the modeling and structuring of renewable energy tax equity ... eligibility for various fact patterns + Collaborate with member firms, including Advisory and Consulting, to execute work streams, such as cost segregation studies… more
- Deloitte (San Jose, CA)
- …45V Clean Hydrogen Tax Credit + Preparation of tax returns and provide advisory services related to the modeling and structuring of renewable energy tax equity ... materials to perform benefit calculations + Collaborate with member firms, including Advisory and Consulting, to execute work streams, such as valuation studies, tax… more
- Ventura County (Ventura, CA)
- …supervision, performs professional library work involving reference assistance, readers' advisory , public contact and program coordination. THE POSITION: Ventura ... and materials. + Provides librarian services including reference, reader's advisory , educational support, research and literature appreciation. + Creates… more
- Huron Consulting Group (San Francisco, CA)
- …with a long-term focus on identifying the key areas for improvement and/or risk mitigation to maximize enterprise value. We provide these services across all ... to both US-based and multi-national organizations. Solution Offerings: * Financial Advisory to Debtor or Creditor Constituencies * Interim Management and/or Chief… more
- Ankura (Los Angeles, CA)
- …minimum experience in client facing consulting roles (investment banking, financial advisory , or consulting) + CPA (or technical/ GAAP accounting expertise), FP&AC, ... response. Ankura Consulting Group, LLC is an independent global expert services and advisory firm that delivers services and end-to-end solutions to help clients at… more
- Bank of America (San Francisco, CA)
- …of one year of financial services industry or sales experience **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and Client Focus ... * Oral Communications * Issue Management * Client Solutions Advisory * Pipeline Management * Active Listening * Attention...Management * Active Listening * Attention to Detail * Risk Management * Policies, Procedures, and Guidelines * Client… more
- Amentum (Sacramento, CA)
- …supporting the US Department of Justice (DOJ) in providing specialized training, advisory and mentoring services to host nations under the Criminal Division's ... to assist in the management of violent extremist and high- risk offenders **REQUIRED SKILLS AND QUALIFICATIONS:** + Minimum 7...to: a) identify additional information needs; b) assess offender risk ; c) create and update a case plan; d)… more
- Bank of America (Downey, CA)
- …goals. Job expectations include effectively balancing sales performance, operational risk , and client relationship care by leveraging specialized expertise. ... services. + Bilingual Spanish skills. **Skills:** + Client Management + Client Solutions Advisory + Customer and Client Focus + Referral Identification + Risk … more