- Robert Half Finance & Accounting (San Ramon, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Financial Planner at a growing wealth management firm in San Ramon. This is a ... to wealth management, focusing on delivering meaningful, personalized guidance-not just financial results. You'll gain exposure to all facets of financial… more
- Edward Jones (San Ramon, 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...State insurance licenses will be required. + As an associate , you are required to complete ongoing training offered… more
- Edward Jones (Oakland, CA)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop...mutual trust, respect, feedback, and accountability. + As an associate , you are required to complete ongoing training offered… more
- Umpqua Bank (Walnut Creek, CA)
- …CEPA, or AIF, required. + 5+ years of experience as an investment executive, financial advisor , certified financial planner, investment advisor ... people. Together for business. Together for better. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work within a… more
- IBM (San Jose, CA)
- …Security Strategy Risk and Compliance. Ability to demonstrate to be C-Suite Advisor (beyond IT). Experience working across diverse teams to facilitate solutions. ... Experience working with Security practitioners. Readiness to travel up to 75%. IBM is committed to creating a diverse environment and is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without… more
- Raymond James Financial, Inc. (Walnut Creek, CA)
- …including setup and maintenance. + May participate in live meetings with the Financial Advisor and their respective client(s). + Manages budgeting and tracking ... Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative...of Financial Advisor expenses. + Creates reports to… more
- JPMorgan Chase (Oakland, CA)
- …interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Wealth Advisor in Chase Wealth Management, you ... will offer comprehensive financial planning and advice to individuals and families. Your...Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made… more
- IBM (San Jose, CA)
- …able to understand client challenges, offer strategic guidance, and act as a trusted advisor . This is a Sell & Deliver role that requires expertise across Microsoft ... demand generation ~3x of signing targets. Be a trusted advisor to our clients, LAP to drive Azure or...studies. Establish client value propositions that tie key strategic, financial , and operational metrics directly to near and long-term… more
- BeOne Medicines (Emeryville, CA)
- **General Description:** The Associate Director, Internal Audit, plays a vital role in supporting the VP of Internal Audit by spearheading strategic partnerships ... enhance organizational integrity and operational performance. This role oversees financial , compliance, and operational audits, manages audit communications, and… more
- Bank of America (Walnut Creek, CA)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... Wealth Management Client Associate Walnut Creek, California **Job Description:** Merrill Wealth...other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients… more
- Bank of America (San Jose, CA)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... Wealth Management Client Associate (FP) San Jose, California **Job Description:** Merrill...other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients… more
- US Bank (Walnut Creek, CA)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... items beyond specified authority to the assigned Private Wealth Management Advisor or respective specialist. Works proactively to identify potential problems,… more
- NetApp (San Jose, CA)
- …data services, storage systems, and software. As a Strategy & Operations Senior Associate , you will join a highly entrepreneurial team, including alumni from top ... the storage market, products, and technologies + Experience in building trusted advisor relationships and influencing others, working effectively with people at all… more
- Deloitte (San Jose, CA)
- …reporting and planning, while also positioning tax and legal as a strategic business advisor for the digital era. We specialize in tax and legal and can effectively ... + Contract & Commercial Management (CCM) Certification Program + Certified Financial Analyst (CFA) + PMI Agile Certified Practitioner (Project Management… more
- Bank of America (Brentwood, CA)
- …At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run ... families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working… more
- Bank of America (Oakland, CA)
- …At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible ... and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an… more
- Nutanix (San Jose, CA)
- …legal and regulatory obligations. You will report to the Senior Director, Associate General Counsel, who values building rapport and camaraderie, emphasizing the ... knowledge of revenue recognition principles to structure agreements that optimize financial outcomes, collaborating closely with the Finance team. + Develop and… more
- San Jose State University (San Jose, CA)
- …SWC's executive leadership team, the Director will be responsible for the financial and operational integrity of a nationally accredited healthcare, counseling, and ... manages more than $18 million in capitated revenue. Reporting directly to the Associate Vice President for Health, Wellness, and Student Services, the Director will… more
- Alameda Health System (San Leandro, CA)
- …with appropriate local resources. Serves as client advocate to secure services and financial benefits. 7. Reviews all the patients in his/her caseload in the ... - coordinates denials with the attending physician, and the UR physician advisor . Prepares case reports; documents treatment plan, progress notes and discharge… more
- Umpqua Bank (Walnut Creek, CA)
- …+ Bachelor's Degreeor equivalent work experience, preferred + Certified Trust and Financial Advisor (CTFA) designation or JD degree, preferred + ... independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Umpqua, we believe the best way forward is… more