- Merck & Co. (Redwood City, CA)
- …budgets for Onsite IT Support Product expenses, prioritizing cost-effectiveness and service qualityLeadership in IT Projects for Enhanced Services : Engage ... commitment to delivering exceptional customer experiences and ongoing improvementOverall Professional Competencies Business & Financial acumen: Demonstrates… more
- Fidelity TalentSource LLC (Palo Alto, CA)
- …acquire series 65/66 upon hireFinancial services experience preferably in financial planningDegree and/or other professional certifications such as CFP are ... you obtain one The Purpose of Your RoleThe Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity.… more
- Option Care Health (Redwood City, CA)
- …Care's scope of services and effectively instructs patients about related financial obligations for care and service charges.Attends and completes required ... training modules, in- services , and continuing education to maintain competency and ...services , and continuing education to maintain competency and professional licensure for demonstrated knowledge regarding the care and… more
- Creative Financial Staffing (Oakland, CA)
- …SKILLS AND ABILITIES 5+ years of progressive accounting. Prior law firm or professional services industry a plus. 5+ years of direct supervisory experience ... team members, which includes but is not limited to hiring, training , assignment of work, performance evaluation, discipline, termination and salary administration.… more
- Bankers Life (Pleasanton, CA)
- Financial Services Professional -...you the skills and knowledge necessary for success. Our Financial Service Professionals help their clients live ... better your career, then consider joining our team of Financial Professionals. Our award-winning training equips you...Wealth Management - Retirement Solutions As a Bankers Life Financial Services Professional Expect To:… more
- Deloitte (San Jose, CA)
- …LLP and sector-specific training . The Team As global leaders in providing professional services to the Investment Management industry, Deloitte Tax LLP works ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns,...partners, principals, and employees providing a spectrum of tax services to a broad range of Investment Management companies.… more
- ServiceNow, Inc. (Santa Clara, CA)
- …when called upon. + In conjunction with Sales Personnel and Professional Services , conduct transition briefing - communicate commitments, expectations, ... IT Datacenter technologies, DevOps, and enterprise architecture initiatives for service modeling, discovery, event management/AIOps, cloud automation, and orchestration… more
- Bankers Life (Pleasanton, CA)
- … - Trust Services Wealth Management - Retirement Solutions As a Bankers Life Financial Services Professional Expect To: 1. Build - Develop a client base ... positions within local branch structure. What makes a great Financial Services Professional ? 1. Informative...you the skills and knowledge necessary for success. Our Financial Service Professionals help their clients live… more
- Edward Jones (Scotts Valley, CA)
- …Financial services and/or sales experience + Financial services registration, licensing, or certification + Professional and/or military career ... practice. **Job Overview** **If you find yourself at a professional crossroads, a career as a financial ...successful financial advisor?** + An interest in financial services /markets and how they work +… more
- Edward Jones (Watsonville, CA)
- …would make you a successful financial advisor?** * An interest in financial services /markets and how they work * Love of learning and challenges, ... **Job Overview** **READY** If you find yourself at a professional crossroads, a career as a financial ...you see yourself ** * Learning to be a financial advisor through our comprehensive training program?… more
- San Jose State University (San Jose, CA)
- …system (On-Base) and running queries from PeopleSoft Compensation Classification: Student Services Professional III Anticipated Hiring Range: $5,025/month CSU ... Time, Student Services Job Summary The Online Programs Coordinator and Financial Aid Counselor performs functions under the general supervision of the Associate… more
- San Jose State University (San Jose, CA)
- …system (OnBase) and running queries from PeopleSoft Compensation Classification: Student Services Professional III Anticipated Hiring Range: $5,025/month - ... Time, Student Services Job Summary The Special Programs Coordinator and Financial Aid Counselor performs functions under the general supervision of the Associate… more
- Stanford Health Care (Palo Alto, CA)
- …+ Serves as the subject matter expert of the team; responsible for identifying training needs among the Financial Counseling staff, completing or arranging the ... training as appropriate. + Provides feedback to the Financial Counseling manager regarding Financial Counselors skill...financial clearance for a patient's visit or referral (pre- service or at time of service ). Checks… more
- San Jose State University (San Jose, CA)
- …etc.) + Experience in written communication skills Compensation Classification: Student Service Professional II Anticipated Hiring Range: $4,610/month CSU Salary ... - Academic Professionals of California, Probationary, Full Time, Student Services Job Summary The Financial Aid Advisor...or a job‑related field + Two (2) years of professional experience in one of the student services… more
- Bank of America (San Jose, CA)
- …& 65 in lieu of 66) licenses. * Has two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded ... including investment training and in-depth knowledge of investment products and services ) * Is a self-starter who efficiently manages time and capacity. * Sets… more
- Thrivent Financial (Pleasanton, CA)
- …part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a ... Pension, 401(k) and retiree medical plans. + Ongoing support, training and opportunity for professional growth. +...in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary… more
- TIAA (Palo Alto, CA)
- …Skills and Qualifications:** + 3+ years of client service or financial sales experience preferred + Professional designation strongly desired: CLU, ChFC, ... During your initial period of employment, you will receive training on TIAA's products and the role will be...plans). **Company Overview** TIAA is the leading provider of financial services in the academic, research, medical,… more
- Bank of America (San Jose, CA)
- …demanding environment. * A bachelor's degree, or 1-2 years' experience working in the financial service industry and/or a sales environment where goals were met ... Financial Solutions Advisor Development Program- Consumer Investments- Greater...center locations nationwide. From day one, you will receive training from our-award winning **Academy at Bank of America**… more
- Bank of America (San Jose, CA)
- …and services . + Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded. ... + At least three years' experience working in the financial service industry and/or a sales environment...where goals were met or exceeded. + Achieved additional professional designations such as Certified Financial Planner… more
- Stanford University (Stanford, CA)
- …and implement solution. Ensure effective andefficient delivery and integration of all financial services for area of responsibility. + Design an effective ... Senior Financial Analyst 4 (Hybrid Opportunity) **School of Humanities...cycle. The ideal candidate has a passion for customer service , is proactive and a dependable self-starter with strong… more
