- Charles Schwab (Pleasanton, CA)
- …with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of ... of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients... futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust,… more
- DataRobot (Sacramento, CA)
- …AI that makes sense for their business - today and in the future. The Vice President , AI Technical Success is an executive leader responsible for defining and ... As a key member of the Customer Success leadership team, the VP partners cross-functionally with Account Management, Professional Services, Product, and Engineering… more
- PennyMac (Westlake Village, CA)
- …aspirations of homeownership through the complete mortgage journey. A Typical Day The Executive Vice President of AI Business Strategies will be a strategic and ... PENNYMAC Pennymac (NYSE: PFSI) is a specialty financial services firm with a comprehensive mortgage platform...Business Strategies will act as a strategic advisor and consultant , working closely with business leaders to identify opportunities… more
- Equitable (Irvine, CA)
- …+ **Personalized Coaching** : Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable ... designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic … more
- Covr Financial Technologies (San Francisco, CA)
- CA - VP , Regional Insurance Consultant REPORTS TO: Chief Revenue Officer DEPARTMENT: Sales, National Sales Team FLSA STATUS: Exempt WORK SCHEDULE: M-F, hours ... salary $72,000 plus uncapped monthly incentive bonus INTERNAL JOB TITLE REFERENCE: VP , Regional Insurance Consultant LOCATION: This position is located remotely… more
- Charles Schwab (Los Angeles, CA)
- …and transform the finance industry together. As a Schwab Senior Wealth Consultant at Charles Schwab you are responsible for providing high-touch service, on-going ... advice to clients in the context of a dedicated relationship. The Senior Wealth Consultant works across a wide spectrum of investment needs to help clients manage… more
- Citigroup (Glendale, CA)
- …product launches. A PC will also work closely with their assigned Financial Advisors to conceptualize, propose, and review tailored investment portfolios for Citi ... market movements. A PC will also conduct product benchmarking assessments for financial instruments in the Citi Global Wealth platform to determine performance… more
- Equitable (San Francisco, CA)
- …+ **Personalized Coaching** : Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable ... designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic … more
- BRIDGE Housing Corporation (San Diego, CA)
- …Director of Development, working with the Business Development team or with the Senior Vice President of Development for RFP, identify and test feasibility of ... accurately reflect the project budget and financing plan. Work with financial consultant . + Obtain financing for completion of the development, including… more
- Anywhere Real Estate (San Diego, CA)
- …setting strategic goals for franchisees. + Build brand engagement in partnership with Vice President and Brand Leadership **.** + Ensuring that brand leadership ... The **Senior Growth Consultant ** , **Coldwell Banker** is responsible for driving...Identifying and escalating movement within franchise servicing profiles to Vice President for review and approval +… more