- NFP (San Rafael, CA)
- …important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor , consultant , and constant partner in helping clients achieve their ... aspirations. For more information on Wealthspire Advisors, please visit www.wealthspire.com. This is a hybrid position with in-office flexibility 2-3 days a week. Summary: As a member of the client service team, this role primarily supports the Advisors in all… more
- Fidelity Investments (Sunnyvale, CA)
- Job Description: Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a ... providing investment solutions and growing relationships with a dedicated local advisor . The Expertise We're Looking For Effectively utilizing Fidelity's guidance… more
- Pacific Premier Bank (San Diego, CA)
- …knowledge of client needs and challenges and thereby serve as a more effective consultant and advisor in such areas as unique financing needs, challenges and ... opportunities that demand specialized knowledge and experience. Scrutinizes customer and potential customer information provided for evidence of irregularities, discrepancies and fraud. Effectively negotiates credit pricing, terms and conditions with the… more
- Stantec (Los Angeles, CA)
- …invoice review, and achieving financial goals. Serving as a trusted advisor to the client. Pro-actively identifying client needs and programmatic initiatives ... Leading and overseeing the work of a multi-disciplinary team and sub consultant team. Provide key technical guidance on projects and programs, providing strategic… more
- International SOS Government Medical Services (Fresno, CA)
- …reviews and other duties requiring medical expertise. Serves as a professional advisor to physician colleagues from medical schools, graduate training programs in ... treatment, rehabilitative, and diagnostic modalities. Refers selected cases to consultant specialists when necessary. Renders emergency medical/surgical/mental health services… more
- Walmart, Inc. (San Francisco, CA)
- …make an impact by: Managing strategic accounts: Serve as a strategic consultant /account manager - accountable for driving business growth across a portfolio of ... including gross merchandise value (GMV) and contribution profit. Being a trusted advisor : Develop strong and trusting relationships with partners. Serve as the… more
- University of California San Diego (San Diego County, CA)
- …preference for rehire. All layoff applicants should contact their Employment Advisor . Special Selection Applicants : Apply by 07/29/2025. Eligible Special Selection ... complex clinical problems and communicates directly with the attending physician. Consultant and liaison for patients and their families with attending physicians,… more
- University of California San Diego (San Diego County, CA)
- …preference for rehire. All layoff applicants should contact their Employment Advisor . Special Selection Applicants : Apply by 7/30/2025. Eligible Special Selection ... directly with the attending physician, fellows and residents. The NP is a consultant and liaison for patients and their families with attending physicians, house… more
- Frontall USA (Burlingame, CA)
- …the Role: As a Sales Account Executive, or officially designated Logistics Consultant , you will execute full sales lifecycle processes from pre-work, detailed ... to identify the needs of prospective clients and perform as a trusted advisor for their forwarding needs. Key Responsibilities: Seek out new clients and establish… more
- Neuberger Berman (CA)
- The Advisor Consultant is responsible for creating new relationships and managing existing ones with Financial Advisors at Merrill Lynch, Morgan Stanley, UBS, ... Wells Fargo, Raymond James, LPL, and Ameriprise. The goal of the Advisor Consultant is to increase sales and revenue of Neuberger Berman mutual funds, SMAs,… more
