- Deloitte (Los Angeles, CA)
- …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to travel up to ... 25%, on average, based on the work you do and the clients and industries/sectors you serve Preferred + Advanced degree such as Masters of Tax, JD, and/or LLM + Previous Big 4 or large CPA firm experience + Solid understanding and experience with federal tax… more
- BD (Becton, Dickinson and Company) (San Diego, CA)
- …BD. The Software Architect acts as a principal architectural and technical advisor , collaborating with experienced and opinionated engineers across the division to ... strong focus on Identity and Access Management (IAM)** . Acts as principal architectural advisor with **IAM leadership** . The Sr. Staff Software Engineer acts as a… more
- Bank of America (Los Angeles, CA)
- …The Senior Business Manager role is a key contributor to a Financial Advisor team in creating strategy and ensuring execution related to multiple metrics and ... assignments, projects and key initiatives, and overall team client service strategy. Requires a thorough knowledge of the Merrill...must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support +… more
- Air Force Materiel Command (Edwards AFB, CA)
- …purpose of this position is to perform fuel testing and technical advisor responsibilities to determine, validate and manage all fuel requirements. Responsibilities ... and staff study reports Performs as the fuel testing and technical advisor responsible to determine, validate and manage all fuel requirements Applies authenticated… more
- JPMorgan Chase (Palo Alto, CA)
- …financial firms. Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality support and innovative financial ... to a team that values strong relationships and exceptional client service will directly impact our clients' financial well-being through tailored solutions… more
- Ensono (Los Angeles, CA)
- …reshape how our world runs. As an expert technology adviser and managed service provider with cross-platform certifications, Ensono empowers our clients to keep up ... development, direct prospecting, partner and alliance management, and third-party advisor engagement, aligning with Ensono's business objectives and growth targets.… more
- World Insurance Associates, LLC. (Fresno, CA)
- …payroll & HR solutions. Insurance Sales Producer - Commercial Lines Client Advisor Position Overview World's Client Advisors bring risk management solutions to ... be willing to become each client's trusted risk management advisor and bring the entire World platform to each...from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …who's excited about trading operations and eager to grow into a Financial Advisor career path. This role blends hands‑on trading responsibilities with a structured ... with operational processes related to portfolio oversight, account administration, and client service workflows Why This Role Is a Great Opportunity + A clearly… more
- T. Rowe Price (San Francisco, CA)
- …group strives to build strong long-term relationships through outstanding customer service and a comprehensive suite of investment management solutions to our ... to expand and deepen TRP's significant presence in the advisor sold market by expanding our relationship with financial...and deepen relationships with existing advisors. + Prospect new advisor relationships with the goal of directly driving sales… more
- GE HealthCare (CA)
- …both remote and onsite support. + Maintain up-to-date knowledge of modality products, service expertise, and tools to maintain "field advisor " status. + Utilize ... Technical Support Engineer I (TSE I) drives customer satisfaction through Service Excellence by providing technical support and counsel both remote and… more