- The Walt Disney Company (Anaheim, CA)
- …have an incredible new opportunity launching in both our Orlando and California markets - Our Member Experience Advisor role **!** If you have experience ... this may be the role for you. As a ** Member Experience Advisor ** , you'll...building connections and delivering results. You'll need: + Proven experience in financial services and advising affluent… more
- JPMorgan Chase (Irvine, CA)
- …2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor ...Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities… more
- Volunteers of America Los Angeles (North Hollywood, CA)
- …rates + Experience preparing high school students for admission and financial aid to post-secondary schools + Professional or personal experience in ... Project Advisor Location:North Hollywood, CA Job ID:3513 Salary:$25.94 -...option information and application assistance, college entrance examination information, financial aid advising and application assistance to ensure successful… more
- Zions Bancorporation (Irvine, CA)
- …communication abilities. + Showcase exceptional analytical and presentation skills. + Experience with financial planning software preferred with the ability ... employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families...We are currently in search of a dedicated Wealth Advisor to join our team of bank partners in… more
- American Heart Association (Irvine, CA)
- …American Heart Association has an excellent opportunity for a **Mission Advancement Advisor ** within our Western States territory! This position can be home-based ... (formerly Twitter), and at heart.jobs. **Responsibilities** This role is a critical member of the fundraising team, responsible for securing donations of $100,000 or… more
- Thrivent Financial (Lakewood, CA)
- … advisor o ur products and services, and Thrivent Financial + Previous administrative/secretarial experience desired Competencies + Planning/Organizing + ... of Thrivent clients and their families. Responsibilities may include working with a Financial Advisor to develop and implement business and marketing plans to… more
- Bank of America (Ontario, CA)
- …supporting business objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial ... significant matters. The **Market Supervision Manager** (MSM) is a member of the Market Leadership Team, along with the...activities, and conduct of market personnel + Manages day-to-day Financial Advisor (FA) business needs, while ensuring… more
- CDM Smith (Irvine, CA)
- …and compliance with industry standards. This role also serves as the main financial advisor and leadership partner to our transportation leadership team. Our ... can act as the subject matter expert for the financial operations and main advisor to the...in lieu of a degree. **Preferred Qualifications:** * Previous experience leading the financial functions (P&L, budget… more
- BMO Financial Group (Newport Beach, CA)
- …experience in finance, accounting and business law. + 15+ years of relevant experience in negotiating and structuring financial transactions. + Minimum of 15 ... policies. The Managing Director, Group Manager is a critical member of the Southern California divisional leadership team. They...years in financial services industry experience in a corporate lending environment with solid achievements… more
- Deloitte (Costa Mesa, CA)
- …Risk Management (QRM) group is seeking a Risk Manager with extensive experience in supporting complex deals and contract structuring, drafting customized contractual ... role will span two functions: i) as a key member of a specialized pursuit team, supporting Operate pursuits...legal, finance and delivery to act as a strategic advisor to help optimize deal flow along with sales… more
- Parker Hannifin Corporation (Irvine, CA)
- …overall leadership of the Irvine finance team. This position serves as the primary advisor to the FSD Irvine staff on financial programs and systems, providing ... to shape the future of aviation in partnership with our customers. As a member of our team, you are instrumental in fulfilling our mission: 'Enabling Engineering… more
- BMO Financial Group (Newport Beach, CA)
- …experience in finance, accounting and business law. + 15+ years of relevant experience in negotiating and structuring financial transactions. + Minimum of 15 ... practices in the process. + Acts as a trusted advisor to senior leaders for making business decisions and...years in financial services industry experience in a corporate lending environment with … more
- BMO Financial Group (Newport Beach, CA)
- …in our Emerging Middle Market Group. The ideal candidate has 10+ years of experience calling on companies generating $10MM - $50MM in revenue and has established ... top decile overall client satisfaction. The Regional Manager is a critical member of the Southern California divisional leadership team. They will develop and… more
- Deloitte (Costa Mesa, CA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... If you have a passion for renewable energy and sustainability and have relevant experience , Deloitte Tax LLP ("Deloitte Tax") may be the place for you! Experience… more
- Parker Hannifin Corporation (Irvine, CA)
- …to shape the future of aviation in partnership with our customers. As a member of our team, you are instrumental in fulfilling our mission: 'Enabling Engineering ... team performance to project objectives. Serves as a technical advisor on major projects. Projects at this level are...the job typically acquired through 7-9 years of related experience . . Has thorough in-depth knowledge of engineering domain… more
- BMO Financial Group (Newport Beach, CA)
- …and systems and effectively trouble shooting to ensure a high-quality client experience . + May coordinate closing with closing department, clients and attorneys. + ... are met or exceeded. + Acts as a trusted advisor to assigned business/group. + Influences and negotiates to...for internal/external stakeholders. + Participates in the development of financial models and other analytical tools to assist clients… more
- JPMorgan Chase (Newport Beach, CA)
- …offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in...package including base salary determined based on the role, experience , skill set and location. Those in eligible roles… more
- Deloitte (Costa Mesa, CA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... If you have a passion for renewable energy and sustainability and have relevant experience , Deloitte Tax LLP ("Deloitte Tax") may be the place for you! Experience… more
- BMO Financial Group (Newport Beach, CA)
- …compliance with Bank Policies & Procedures. + Participates in the development of financial models and other analytical tools to assist clients in evaluating capital ... and effectively trouble shooting to ensure a high-quality client experience . + Serves as a daily escalation resource to...are met or exceeded. + Acts as a Credit Advisor to sale team and our bank customers. +… more
- Deloitte (Costa Mesa, CA)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer + GRI Certification + ... for sustainability or environmental, social & governance ("ESG") and have relevant experience in C&I or environmental sciences, Deloitte Tax LLP's ("Deloitte Tax")… more