- Columbia Bank (Sacramento, CA)
- Sr Financial Planner Wealth Management Portland, Oregon Hillsboro, Oregon Tacoma, Washington Sacramento, California Los Angeles, California San Diego, ... and support our broader purpose. Think of us as financial partners, because atColumbia, we believe the best way...data gathering, plan creation and presentation. Works to identify financial information and deliver financial guidance based… more
- Robert Half Finance & Accounting (Danville, CA)
- …Michelle Espejo with Robert Half Financial Services is recruiting for an Financial Planner at a Thriving Wealth Management. This is a full-time permanent ... balance a true priority. What You'll Do + Partner with Senior Advisors to shape financial planning and investment strategies + Lead client meetings and manage… more
- WSP USA (Rancho Cordova, CA)
- **This Opportunity** WSP is currently initiating a search for a Full-Time ** Sr . Federal Planner ** with the potential to work out of our **Huntsville, AL;** **San ... Force, Army, Navy, Marine Corps clients, including National Guard and Reserves. The Senior Federal Planner will provide technical leadership for site analyses,… more
- Columbia Bank (Sacramento, CA)
- …or AIF, required. + 5+ years of experience as an investment executive, financial advisor, certified financial planner , investment advisor Representative, or ... for business. Together for better. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work within a team structure to… more
- Deloitte (Sacramento, CA)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as master's in ... to keep you buzzing! Work you'll do: As a Senior on our Strategic Partnership Solutions team you will:...plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate,… more
- Deloitte (Sacramento, CA)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as Masters of Tax, ... have an exciting opportunity for you as a Tax Senior on our growing team! Recruiting for this role...to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from… more
- Deloitte (Sacramento, CA)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as MST, JD, or ... May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will...make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and… more
- Deloitte (Sacramento, CA)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, ... we have an exciting opportunity for you as a Senior Tax Consultant on our growing team! Recruiting for...on June 1, 2026 Work You'll Do As a Senior Tax Consultant, you will work within an engagement… more
- Deloitte (Sacramento, CA)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, ... for this role ends on May 31st 2026. What you'll do As a Senior within the Sustainability: Renewable Energy practice, you will advise clients on tax issues… more
- Deloitte (Sacramento, CA)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, ... Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior Consultant within the Business Tax Services group, you will be a valuable member of tax… more
- Jacobs (Sacramento, CA)
- Our Northwest Aviation Team is seeking a Senior Aviation Planner and Project Manager to lead aviation teams in conducting comprehensive planning for northwest ... and budgets and manage project delivery to meet client expectations and Jacobs financial goals. * Lead or assist with the preparation of competitive bid proposals… more
- BMO Financial Group (Walnut Creek, CA)
- …High Net Worth (HNW/UHNW) clients to help meet their long-term financial objectives. Leverages specialized knowledge and experience to partner collaboratively with ... provide clients with comprehensive wealth planning advice and solutions encompassing financial , tax, succession, philanthropic, will, estate and trust planning in… more
- Jacobs (Sacramento, CA)
- …of contingency plans with stakeholders to assure work readiness if work and financial plans require adjustment. * Highlights issues such as actual cost or resource ... methods and techniques. * Advanced data analysis, benchmarking, monitoring and business/ financial analysis skills including knowledge of varied analytical methods. *… more
- L3Harris (Sacramento, CA)
- …sea and cyber domains in the interest of national security. Job Title : Senior Associate, Cost and Rates Planning Job ID: 28954 Job Location: Sacramento, CA; Canoga ... other Friday off Job Description: We are seeking a Senior Associate to join the Cost and Rates Planning...(EAC) forecasts throughout the year, analyzing results for management, financial modeling, supporting the annual submission of a Forward… more
- Rincon Consultants (Sacramento, CA)
- …junior staff and engaging in peer-to-peer mentorship and engagement with senior mentors + Oversee subconsultants, including preparation of subconsultant work orders ... Investigator + Experience working under the direction of an environmental planner + Experience/working relationships with local Native American groups + Experience… more