- Robert Half Finance & Accounting (Orinda, CA)
- Description Paraplanner - Learn the Right Way to Build Financial Plans That Matter Orinda, CA (Hybrid) $70,000-$105,000 DOE + Bonus + Outstanding Retirement ... LinkedIn for fastest consideration! Are you early in your financial planning career and want to learn from a...that actually does it right? Join a boutique, fee-only wealth management firm that's known for its deep relationships,… more
- US Bank (Los Angeles, CA)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... and lenders. The successful candidate will be a trusted advisor who collaborates closely with the various business lines...the US Bank Law Division and business teams in Wealth Corporate, Commercial and Institutional Banking and across the… more
- JPMorgan Chase (Los Angeles, CA)
- …extensive network and resources to position the firm as a strategic advisor . The Business Development team collaborates across the Global Banking franchise, ... to investor clients across private equity, strategics, family offices, and sovereign wealth funds, and is uniquely positioned to generate opportunities across M&A… more
- Coinbase (Sacramento, CA)
- …as we build the emerging onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a very specific candidate. We want ... power of crypto and blockchain technology to update the financial system. We want someone who is eager to...in the most efficient manner. * Be a trusted advisor , listen and empathize so the customer knows they… more
- Cherry Bekaert (Sacramento, CA)
- …+ Facilitate resolutions on complex audit and accounting issues + Review financial reporting and ensure client deliverables are provided in a timely manner. ... consultant, both internally and externally + Be a trusted advisor to a client and begins to identify opportunities...providing you and your family with a measure of financial protection. **About Cherry Bekaert** Cherry Bekaert, ranked among… more
- Anywhere Real Estate (San Jose, CA)
- …and experienced strategist who will help to own both external partnerships and financial modeling for our suite of companies. Successful individuals in this role can ... a programmatic approach for ongoing partner success. * Company Financial Planning: Support the build of high-impact roadmap and...each of its companies are locally staffed, with a wealth of experience in settlement services. We operate in… more
- LTD Global (Livermore, CA)
- About the organization A well-established, community-focused financial institution headquartered in the Bay Area, known for its personalized banking services and ... commitment to local communities. The organization offers a full range of financial products including personal and business banking, mortgage lending, and wealth… more
- Comerica (San Jose, CA)
- …Business Development Officer The Business Development Officer (aka Small Business Advisor /SBA) role will be responsible for increasing the Bank's profitability by ... in Business, Economics, Finance or equivalent work experience + 7 years of experience financial lending + 7 years of experience business development + 2 years of… more
- Comerica (San Mateo, CA)
- …lending needs up to 100K (future will be up to $250K) The trusted advisor will be committed to new business development, conducting quality conversations to build ... University OR 4 years of relevant experience + 3 Years in Consumer/Business financial services sales experience + 1 Year experience with utilizing Microsoft Office… more
- Deloitte (San Diego, CA)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... dedicated to serving non-profit clients, and others also specialize in Private Wealth or Corporate business tax services. Deloitte's Global Center for Excellence in… more