- City National Bank (Irvine, CA)
- TRUST ADVISOR *WHAT IS THE OPPORTUNITY?* Focus is to avail COIs, bank clients, and prospects of City National Bank (CNB)/Royal Bank of Canada (RBC) fiduciary ... or investment business. Partner with Business Development colleagues (Banker, Financial Advisor , Portfolio Manager, etc.) to ensure proposed new relationships are… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Michelle Espejo with Robert Half Financial Services is recruiting for a Lead Advisor at a Thriving Wealth Management Firm. This is a full-time permanent role ... relationships and implementing holistic strategies + Advise on investments, estate, tax , insurance, and retirement planning + Prepare and present tailored financial… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …Manager / Senior Wealth Manager A leading independent Registered Investment Advisor is seeking experienced and client-focused professionals to join its dynamic ... Key Responsibilities Client Relationship Management + Serve as a trusted advisor to high-net-worth clients, delivering personalized financial planning and investment… more
- Robert Half Finance & Accounting (CA)
- …Michelle Espejo with Robert Half Financial Services is recruiting for a Senior Wealth Advisor at a RIA. This is a full-time permanent role based in Marin County ... competitive perks. Responsibilities: + Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- Description A respected independent SEC Registered Investment Advisor is expanding its Wealth Management team and seeking both Managers and Senior Managers who are ... and grow within the firm. Key Responsibilities: + Serve as a trusted advisor to high-net-worth clients. + Deliver tailored financial planning and investment advisory… more
- KeyBank (CA)
- …and Key's product set. Sr. Payments Advisors serve as the client's trusted advisor for cash management solutions to develop, manage and retain profitable client ... turn prospects into clients. + Serve as the trusted advisor for clients with cash management needs to develop,...solutions - such as ERP, A/R and A/P Automation, Tax Automation, Expense Management, etc. (required) + Experience with… more
- Southern California Edison (Rosemead, CA)
- Join the Clean Energy Revolution Become an Accounting Advisor at Southern California Edison (SCE) and build a better tomorrow. In this job, you'll play a crucial ... activities in accordance with US GAAP. As an Accounting Advisor , your work will help power our planet, reduce...Analyzes and prepares a multitude of reports for financial, tax , and regulatory purposes + Performs financial analysis and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description As an Advisor , you will manage the day-to-day operations of client service teams, providing analytical, operational, and administrative support across ... Freedom Analysis + Conduct advanced financial analysis on topics such as tax loss harvesting, equity compensation, and risk management + Review and approve… more
- Cardinal Health (Sacramento, CA)
- …Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax , financial plans and policies of the organization, establishes and ... maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Finance Operations is responsible for the oversight and overall performance of the following core financial processes.… more
- Cardinal Health (Sacramento, CA)
- …Finance Operations contributes to Cardinal Health_** Finance oversees the accounting, tax , financial plans and policies of the organization, establishes and ... maintains fiscal controls, prepares and interprets financial reports, oversees financial systems and safeguards the organization's assets. Finance Operations is responsible for the oversight and overall performance of the following core financial processes.… more