- Edward Jones (Sonoma, CA)
- …volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop...environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to… more
- Columbia Bank (Walnut Creek, CA)
- …CEPA, or AIF, required. + 5+ years of experience as an investment executive, financial advisor , certified financial planner, investment advisor ... turn-key approach to LTC and Insurance solutions. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work within a team… more
- TIAA (Walnut Creek, CA)
- …Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that ... **Wealth Management Advisor ** Supported with a robust array of resources...and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people… more
- JPMorgan Chase (Fairfield, CA)
- Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products ... to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a...impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a… more
- SAP (San Ramon, CA)
- …benefits, and a team that wants you to grow and succeed. Global Sub-Solution Advisor CPQ / Subscription Billing SAP Finance & Quote to Cash **PURPOSE AND ... OBJECTIVES** The Global Sub-Solution Advisor CPQ / Subscription Billing SAP Finance & Quote...across the GTM cycle, multi -year business planning and financial planning process. + Play a key role as… more
- World Wide Technology (San Ramon, CA)
- …doing?** World Wide Technology, Inc. has an opportunity available for a Security Sales Advisor to join our Security Sales team working with Fortune 100 customers in ... and OEM relationships, Creating Value for client account from Idea to Outcome + Lead the selling strategy creating short and long-term plans based on research and a… more
- H&R Block (Lafayette, CA)
- …growth. It is designed to elevate how we work, how we serve, and how we lead in our industry. At H&R Block, we're curious, creative, and always on the move. If ... offerings can help associates plan for their unique health, well-being, and financial wellness needs. + Medical coverage - allows eligible associate well-being… more
- Walmart (Concord, CA)
- …them. Be an Owner Communicates equipment tools and supplies needs to TBC Lead tracking and monitoring returns and special orders operating cash registers processing ... and wallet! -Health benefits include medical, vision and dental coverage - Financial benefits include 401(k), stock purchase and company-paid life insurance -Paid… more
- Bank of America (Walnut Creek, CA)
- …focused and effective. **Job Description:** This job is responsible for supporting the Financial Advisor (FA) team to further develop and enhance existing client ... relationship process, including client onboarding and resolving escalations + Assists the Financial Advisor team and/or Senior Business Managers in developing… more
- Bank of America (Walnut Creek, CA)
- …+ Hires, develops, and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises ... Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel +… more
- BeOne Medicines (Emeryville, CA)
- …Reporting to the GTS Chief of Staff, this role serves as a trusted advisor to GTS leadership, driving financial management, procurement, and vendor governance to ... legal, and accounting teams. **Essential Functions of the job:** ** Financial Management & Governance** + Lead the...the job:** ** Financial Management & Governance** + Lead the development and execution of the GTS long-range… more
- Zions Bancorporation (Walnut Creek, CA)
- …will lead with insight and influence-serving as a strategic advisor to commercial clients while driving revenue growth through thoughtful, solution-based ... Treasury Management professional with a passion for solving complex financial challenges and delivering tailored solutions? We're seeking a high-performing… more
- HUB International (San Ramon, CA)
- …a future that combines a diverse, challenging work environment with financial security and career satisfaction. **Position Summary** The Human Resources Business ... Partner serves as a collaborative advisor /consultant to business leaders, driving human capital strategies that strengthen organizational performance and foster an… more
- JPMorgan Chase (Lafayette, CA)
- …with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, ... with ongoing wealth planning for clients and referral source management and new lead generation + Assist in managing relationship and account reviews, promoting firm… more
- Rincon Consultants (Oakland, CA)
- …and sustain senior-level client relationships, positioning Rincon as a trusted advisor . + Lead business development, including opportunity identification, ... Rincon Consultants is seeking a **Director/Principal** to lead our **Utilities practice** within the **Environmental Planning** and **Natural Resources** teams. This… more
- Compass Group, North America (Concord, CA)
- …audits and maintain driver qualification files in partnership with HR and Safety ** Financial Oversight** + Lead budgeting, forecasting, and reporting + Monitor ... Pacific is seeking a strategic and results-oriented **Senior Fleet Manager** to lead fleet operations across 26 warehouses and manage over 1,500 vehicles. This… more
- APTIM (Concord, CA)
- **Job Overview:** Serve as APTIM's senior program lead for Air Force Civil Engineer Center (AFCEC) and US Army Corps of Engineers (USACE) A/E Environmental Services ... Remediation, you will grow backlog, safeguard margin, and cultivate trusted- advisor relationships with key DoD clients. **Key Responsibilities/Accountabilities:** **Focus… more
- Black & Veatch (Walnut Creek, CA)
- …existing team of Biosolids Process Engineers to drive growth in our biosolids practice. + Lead the delivery of high quality study and design work to act as a ... proposal development, and project interviews * Serving as technical advisor to design teams and clients throughout the project...treatment. * 5 or more years acting in a lead role related to biosolids projects and pursuits. *… more
- Elevance Health (Walnut Creek, CA)
- …and outcomes. May provide clinical consultation and serve as clinical/strategic advisor to enhance clinical operations. May identify cost of care opportunities. ... is designed to advance our strategy but will also lead to personal and professional growth for our associates....+match, stock purchase plan, life insurance, wellness programs and financial education resources, to name a few. Elevance Health… more