- Robert Half Finance & Accounting (El Cerrito, CA)
- Description Ren Friedman is seeking a highly skilled and client-focused Senior Tax Advisor to join her clients dynamic and growing advisory team. This position ... gift tax (709) and foundation (990) returns, along with payroll, sales tax , and foreign asset reporting. + Respond to client inquiries related to retirement… 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
- 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
- Edward Jones (Sacramento, 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
- Bank of America (Walnut Creek, CA)
- Wealth Strategies Advisor Palo Alto, California;San Jose, California; Walnut Creek, California **To proceed with your application, you must be at least 18 years of ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Palo-Alto/Wealth-Strategies- Advisor \_25023020-2) **Job Description:** At Bank of America, we are… 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
- Insight Global (San Francisco, CA)
- …A client of Insight Global is looking to bring on a Chinese-Speaking Financial Advisor to manage and grow a portfolio of high-net-worth clients for a rapidly growing ... team. Responsibilities: Onboard new clients and service existing clients. Demonstrate proficiency in sales and integrate the advice of CFAs, CPAs, and JDs into the… more
- Zions Bancorporation (San Diego, CA)
- …These services include personalized investment strategies, financial planning, estate and tax planning, succession planning, and risk management. The primary goal of ... We are currently in search of a dedicated **Wealth Advisor ** to join our team of bank partners in...client relationships, with a proven history of successfully exceeding sales targets. + Process a keen understanding of financial… more