- San Jose State University (San Jose, CA)
- …general supervision of the Associate Director for Counseling and Advising. The Financial Aid Advisor performs a variety of duties related to processing the ... Financial Aid Advisor Apply now (https://secure.dc4.pageuppeople.com/apply/873/gateway/default.aspx?c=apply&lJobID=535691&lJobSourceTypeID=837&sLanguage=en-us)… more
- Edward Jones (Scotts Valley, CA)
- …**Job Overview** **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
- H&R Block (Cupertino, CA)
- **516101BR** **Title:** Client Advisor -Small Business and Tax **What you'll do ** **:** Apply principles of accounting to analyze financial information and ... and returns for businesses and clients. Provides advice on financial and tax matters and should have an in-depth...skills and is a good communicator. Serves as business advisor to our clients aiming at maximizing engagement and… more
- H&R Block (San Jose, CA)
- **498791BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to ... stronger every year. Joining **Block Advisors** as a **Tax Advisor ** means you'll serve clients with diverse tax and...service needs. We assist our clients in reaching their financial goals year-round. **Job ID:** 498791BR **City:** San Jose… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …have over $4.0 billion in assets under management. They are seeking a new Associate Wealth Advisor to join the team. Responsibilities include: + Prepare agendas, ... reporting system + Assist in the execution of client recommendations + Run financial projections for clients using sophisticated Excel models + Assist advisors in… more
- H&R Block (San Jose, CA)
- …client relationships that will grow stronger each year. Joining H&R Block as a **Block Advisor Accelerated Tax Associate ** means you will have the support of an ... state requirements + High school diploma or equivalent **Posting Title:** Block Advisor Accelerated Tax Associate **Sponsored Job:** \#6552 **Pay Range… more
- Kestra Financial (Palo Alto, CA)
- …the finish line and have a desire to learn, advance, and excel? The Senior Sales Associate reports to the Financial Advisor and is critical in meeting ... client and prospect workflow + Communicate client requests to the Financial Advisor . + Deepen client relationships and establish credibility and rapport both… more
- Morgan Stanley (Palo Alto, CA)
- …needs as examples * Input orders at the direction of clients and/or Financial Advisor (s), discuss reinvestment options and corporate actions with clients at ... Review and take appropriate action on client account alerts *OTHER* * Partner with Financial Advisor (s) in developing a business plan and delivering against a… more
- Morgan Stanley (Menlo Park, CA)
- …needs as examples * Input orders at the direction of clients and/or Financial Advisor (s), discuss reinvestment options and corporate actions with clients at ... Review and take appropriate action on client account alerts *OTHER* * Partner with Financial Advisor (s) in developing a business plan and delivering against a… more
- Menlo School (Atherton, CA)
- The Assistant or Associate Director of Admissions with a focus on outreach and belonging is a full participant in all initiatives related to Menlo School admissions ... student body that is diverse in terms of culture, financial resource, educational backgrounds, identities, life experiences, abilities, skills,...but are not limited to + serving as an advisor or co- advisor ; + engaging in the… 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 San Jose, California **Job Description:** At Bank...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- Dorsey & Whitney LLP (Palo Alto, CA)
- Emerging Companies Associate (#841) Dorsey is seeking an experienced Corporate Attorney to provide support to our Northern California Emerging Companies Practice in ... in salary. Associates are eligible to participate in Dorsey's associate bonus program, subject to the program's conditions and...& Whitney LLP since 1912 as a trusted legal advisor and valued business partner. With locations across the… more
- Stanford University (Stanford, CA)
- OCRO Administrative Associate **Business Affairs, Redwood City, California, United States** Administration Post Date Apr 11, 2024 Requisition # 101783 Stanford is ... of the Chief Risk Officer strives to be a valued partner and advisor to the administration, faculty, and Board-level governing bodies of Stanford, including the… more
- BMO Financial Group (San Ramon, CA)
- …ensure client expectations are met or exceeded. + Acts as a trusted advisor to assigned business/group. + Influences and negotiates to achieve business objectives. + ... matter expert for internal/external stakeholders. + Participates in the development of financial models and other analytical tools to assist clients in evaluating… 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
- ADP (Pleasanton, CA)
- …(HRO).** + **_Are you ready for your next best job where you can elevate your financial future?_** + **_Are you looking to grow your career with a formal career path ... life-long friendships here. + **Collaborate Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal partners, and overall… more
- Umpqua Bank (San Jose, CA)
- …loans, deposits and core fee income, to support the bank in achieving its overall financial targets. + Serve as a trusted advisor to clients, functions as the ... Solution Managers to deepen client relationships. While you maintain a "trusted advisor " role, engaging in dialogue with Executive-level client contacts to assess… more
- Bank of America (San Jose, CA)
- …Service Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators, and outside legal counsel + ... of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model...for facilitating the supplemental compensation contract process between the Financial Advisors and Client Associate on an… more
- Stanford University (Stanford, CA)
- …relationship to the Chair of Medicine and a secondary reporting relationship to the Associate Dean/Chief Financial Officer for the School of Medicine, the **Vice ... serves as the key business leader for the Department of Medicine and senior advisor to the Chair and faculty leadership. The successful candidate will partner with… more
- City of Palo Alto (Palo Alto, CA)
- …of the utilities' annual budget, capital improvement programs, and quarterly financial and performance reports. + Provides guidance and work supervision for ... may perform the following duties: + Acts as technical advisor to other departments on engineering matters. + Provides...+ When assigned, oversees the work of assistant or associate engineers and technicians and reviews and approves their… more