- The ODP Corporation (Sacramento, CA)
- …Lead will quickly build and maintain customer relationships and become a trusted advisor by utilizing provided training to support sales offerings. The Team Lead ... cash handling, cashier, and merchandise error logs, register voids, tax exemption and all related cash office audits. +...and Experience:** + High School diploma or equivalent education preferred + Minimum 1-3 years of experience in related… more
- Charles Schwab (Los Angeles, CA)
- …pivoting when necessary. + Partnering with marketing, charitable strategists, and Schwab Advisor Services to develop and deliver relevant content that is on message ... experience including people leadership, post-graduate degree and/or industry designation preferred . + 5 + years of financial services industry experience… more
- Truist (San Diego, CA)
- …offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax - preferred savings accounts, and a 401k plan to teammates. ... and provide documentation of specific dealer issues. 6. Act as a "Trusted Advisor " to dealer management by being aware of up-to-date industry trends by reading… more
- Southern Glazer's Wine and Spirits (Oakland, CA)
- …comprehensive medical and prescription drug coverage, dental and vision plans, tax -saving Flexible Spending Accounts, disability coverage, life insurance plans, and ... basis + Continually develop key account relationships - become a trusted advisor + Responsible for achieving category objectives, key performance indicators, and… more
- Robert Half Finance & Accounting (Orinda, CA)
- …client records + Track and document tasks using CRM software (Tamarac preferred ) + Coordinate with internal and external professionals on client-specific issues + ... Research, analyze, and assist in retirement planning, tax planning, and more + Support ongoing planning projects...+ Prior experience or coursework in financial planning strongly preferred + Excellent verbal and written communication skills +… more
- WTW (Los Angeles, CA)
- …level colleagues + You will partner with client service teams to become a trusted advisor for clients + You will research various health and welfare compliance and ... tax issues and draft client facing responses to be...a professional services firm, insurance company or legal environment preferred + Foundational to intermediate knowledge of IRC, ERISA,… more
- GAF (Anaheim, CA)
- …Influence the building materials industry; constantly networking to become a trusted advisor to existing and potential customers. Navigate when to defer to a ... Diploma or General Education Degree (GED) Required + Bachelor's Degree Preferred + Multi-channel experience selling roofing materials to distributor, contractor,… more
- Umpqua Bank (Walnut Creek, CA)
- …duties as assigned. **About** **You:** + Bachelor's Degreeor equivalent work experience, preferred + Certified Trust and Financial Advisor (CTFA) designation or ... of trust administration, fiduciary law and federal estate and state tax requirements and issues,required + 10+ years'involvement in professional organizations… more
- SanDisk (Milpitas, CA)
- …long-term strategic plans, annual budgets and forecasting + Become a key advisor to Consumer Executive leadership, providing insights and recommendations to drive ... + Ability to work in a fast-paced, high-growth environment + MBA preferred - Excellent Excel, PowerPoint and modeling skills are assumed **Additional Information**… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …to join its growing team. This role is ideal for a experienced advisor who thrives in a collaborative, service-oriented environment and is passionate about making ... and portfolio reports. + Deliver objective, customized advice across investment, tax , estate, philanthropic, and liability planning. + Collaborate with internal… more