- H&R Block (Novato, CA)
- …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 ... manage tax statements and returns for businesses and clients. The Senior Client Advisor - Small Business and Tax will also provide advice on financial… more
- Citigroup (San Francisco, CA)
- …wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access...at the center of everything we do. As a Senior Wealth Advisor , you will partner closely… more
- Citigroup (San Francisco, CA)
- …wealth management in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to ... our Citigold(R) and Citigold(R) Private Client segments. Senior Wealth Advisors have access...at the center of everything we do. As a Senior Wealth Advisor , you will partner closely… more
- JPMorgan Chase (San Francisco, CA)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ultra-high ... firms. Embrace the challenge of shaping the future of client service and make your mark by delivering high-quality...of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning,… more
- Deloitte (San Francisco, CA)
- …solution designs that deliver measurable and durable impact. A Specialist Leader serves as a senior advisor for the firm and for our clients by leveraging deep ... platforms. Our delivery models are tailored to meet each client 's unique requirements. Recruiting for this role ends 10/17/2025...sales pursuits as a pursuit lead or subject matter advisor . Participate in the oral presentation of the proposal… more
- Citigroup (San Francisco, CA)
- …Is an acknowledged authority both within and outside area of expertise. Typically a small number of people within the business that provide the same level of ... skills required in order to negotiate internally, often at a senior level. Some external communication is typically required. Provides advanced judgment… more
- S&P Global (San Francisco, CA)
- …management practices. + **Advisory** : to embed our analytics into client -facing engagements across finance, supply chain, and risk transformation programs. You'll ... + Partner with consultants to embed our tools into client engagements, positioning our solutions as a differentiator in...renewals and new opportunities. + Act as a trusted advisor to consulting partners, providing market insights and helping… more