- ADP (CA)
- ADP is hiring a ** Sales Representative for R&D Tax Credits.** + _As a sales professional, are you ready to help businesses capture significant financial ... units. **Collaborate** **Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal...of successfully selling into the business community, preferably in Tax Credit sales + 30-40% travel; in-person… more
- Wolters Kluwer (Sacramento, CA)
- …drive qualified sales leads to be sold by the Wolters Kluwer Corporate Indirect Tax sales team + Executes overall go to market strategy for assigned Channel ... schedule, and amazing benefits. **What You'll be Doing:** The ** Sales Channel & Affiliates Manager for Indirect Tax...financial targets and critical milestones + Serves as trusted advisor to Channel Partners for Wolters Kluwer lines of… more
- Edward Jones (Fairfield, CA)
- …If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to ... building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Wealth Advisor / Lead Wealth Advisor A nationally recognized, purpose-driven wealth management firm is seeking experienced and client-focused ... Analysis. + Provide strategic recommendations across investment management, estate planning, tax planning, and risk management. + Review and approve trades,… 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 ... new clients into Key by utilizing consultative and strategic sales skills. Sr. Payments Advisors also develop strategy and...turn prospects into clients. + Serve as the trusted advisor for clients with cash management needs to develop,… more
- 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
- US Bank (Rancho Palos Verdes, CA)
- …Day One. **Job Description** This position is designed to be a developmental Financial Advisor at the Associate level. Under the guidance and in partnership with a ... senior advisor , this advisor will learn and develop...meet the customer/prospect's particular financial status, objectives, risk tolerance, tax exposure, and the like. Develops an expertise and… more
- ADP (San Dimas, CA)
- **ADP is hiring a Data History Conversion Services Advisor .** In this position you will play a lead role in analyzing, presenting, scoping and securing data history ... business needs. Develop and maintain effective relationships and support for ADPs Sales , Implementation and Services teams We strive for every interaction to be… more
- ADP (San Francisco, CA)
- Applications for this posting will be accepted until 9/5/25 ADP is hiring a ** Sales Representative for R&D Tax Credits.** + **As a sales professional, are ... here. **Collaborate Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal...sales role, responsible for gaining access and self-generating sales pipeline. Tax Credits experience is a… more
- Deloitte (San Francisco, CA)
- …and creative Indirect Tax professional who likes solving complex state and local indirect tax issues within sales & use and excise tax ? Are you ready ... consulting/compliance engagements. + Acting as a trusted business advisor to clients on a variety of issues including... to clients on a variety of issues including sales & use and excise tax overpayment… more