- Paychex (San Francisco, CA)
- …Schedules appointments and visiting potential and current referral sources, specifically the financial advisor channel and registered investment advisor ... key stakeholders and decision makers in accordance with the client 's preference on in person or virtual ...classes, tuition reimbursement, 401(k) + employer match, adoption assistance, financial assistance, and much more. + We value your… more
- American Express (Los Angeles, CA)
- …growth-oriented. + Strong financial acumen with the capability to interpret client financial statements, analyze balance sheets, and identify working capital ... influence, and strategic execution. You will operate as a trusted business advisor , partnering directly with C-suite leaders to design tailored financial … more
- American Express (Los Angeles, CA)
- …growth-oriented. * Strong financial acumen with the capability to interpret client financial statements, analyze balance sheets, and identify working capital ... influence, and strategic execution. You will operate as a trusted business advisor , partnering directly with C-suite leaders to design tailored financial … more
- LiveRamp (San Francisco, CA)
- …as a trusted technical advisor to brands, advertisers, agencies, and financial institutions. Build and maintain strong, consultative client relationships to ... ad tech solutions. In this role, you'll act as a trusted technical advisor , owning key accounts from onboarding through expansion. You'll help customers activate… more
- H&R Block (Novato, CA)
- …an exciting time to be a part of H&R Block! What you'll do As a Senior Client Advisor - Small Business and Tax you will apply principles of accounting to analyze ... financial information and prepare financial reports. You...statements and returns for businesses and clients. The Senior Client Advisor - Small Business and Tax… more
- Sharecare (Sacramento, CA)
- …and manage all their health in one place. Our comprehensive and data-driven virtual health platform is designed to help people, providers, employers, health plans, ... as growing and expanding Provider Solutions inside the existing client base. Additionally, and primarily, the individual will be...The Provider Sales Executive will serve as a trusted advisor and subject matter expert on Provider Solutions related… more
- Dorsey & Whitney LLP (Palo Alto, CA)
- …key industries in which we have excellent depth and a history of achieving client success: - Banking and Financial Institutions - Development and Infrastructure ... dynamic and fast paced. We are also seeking candidates with good presentation and client handling skills, and a real desire to develop their career at Dorsey.… more
- Palo Alto Networks (Santa Clara, CA)
- …account with over 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities - just to name a ... cloud security domain. This senior-level consultant will serve as a trusted advisor and key contributor to helping our customers strengthen cybersecurity resilience… more
- Dorsey & Whitney LLP (Costa Mesa, CA)
- …key industries in which we have excellent depth and a history of achieving client success: - Banking and Financial Institutions - Development and Infrastructure ... for infertility, gender-affirming care, behavioral health, and access to virtual providers; dental insurance; vision insurance; 401(k) retirement savings plan;… more
- Dorsey & Whitney LLP (Palo Alto, CA)
- …key industries in which we have excellent depth and a history of achieving client success: - Banking and Financial Institutions - Development and Infrastructure ... for infertility, gender-affirming care, behavioral health, and access to virtual providers; dental insurance; vision insurance; 401(k) retirement savings plan;… more