- TIAA (Los Angeles, CA)
- The Advisor Consultant will manage a defined territory (set by geography and/or Advisor segmentation), performing external sales functions. The Advisor ... investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of… more
- TIAA (Los Angeles, CA)
- … investment manager of TIAA, offers a comprehensive range of outcome-focused investment solutions designed to secure the long-term financial goals of ... RIA and Family Office. + Presents the enterprise's Alternative capabilities to Financial Advisors and Investors to attract new clients and reach operational… more
- Robert Half Finance & Accounting (San Rafael, CA)
- …this team, you will support the business and its clients as a wealth manager, investment advisor , consultant , and constant partner in helping clients achieve ... Our client is a nationally known but very localized independent registered investment advisory firm with about $12B in AUM. Approximately 150 employees serve… more
- JPMorgan Chase (San Francisco, CA)
- …in Practice Management Behaviors of Business Development, Business Management, Financial Planning, Investment Strategy, Relationship Management and Service. ... management behaviors. Other attributes include, helping advisors with advice on the proper investment strategies to help clients meet their financial goals, tips… more
- TIAA (Pasadena, CA)
- …**Preferred Qualifications** : + Bachelor's Degree + 5+ years of experience in financial services + Prior advisor / consultant experience + Knowledge of ... landscape and develop recommendations that help them work towards well defined financial objectives. The Advisory Consultant partners with their team to grow… more
- WSP USA (Sacramento, CA)
- …an immediate opening for a highly skilled, motivated, and experienced **Lead Consultant , Transit & Rail** for our growing **San Francisco, Oakland, or Sacramento, ... Northern California Transportation Business Line and serve as a trusted client advisor on large scale, complex passenger rail transit projects and programs involving… more
- BMO Financial Group (San Francisco, CA)
- …timely solutions. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new initiatives, ... identifying needs, analysing potential options and assessing expected return on investment . + Recommends business priorities, advises on resource requirements and… more
- Equitable (San Francisco, CA)
- …CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)) Professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University, Equitable ... Advisors, LLC (NY, NY ###), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment ...and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor . Annuity and insurance products offered… more
- Autodesk (San Francisco, CA)
- …ID #** 24WD77829 **Responsibilities** : Conduct quantitative analyses of information involving investment programs or financial data of public or private ... such as amounts, sources, or timing. Acts as an advisor on business and financial planning, including...Flow) model, etc. + Experience utilizing in-depth knowledge of investment metrics and concepts including Return on Investment… more
- Deloitte (San Francisco, CA)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... identify process improvements and opportunities for new services. The Senior Consultant will ensure accurate, timely completion of deliverables. The ideal candidate… more
- Autodesk (San Francisco, CA)
- …to lead software, workflow, and curriculum adoption with new customers to earn trusted advisor status. We ask that you can develop and test different systems and ... inform AEX strategy. + Manage the team's quarterly budget and assess investment and sponsorship opportunities. **Minimum Qualifications** + 5+ years of experience… more
- Amazon (Santa Monica, CA)
- …defined. Make tradeoffs between short term customer needs and long term strategic investment . - Implement and track metrics to record the success and quality of ... effective working relationships with your Vendors; be a trusted advisor and a business advocate. - Deliver timely, accurate,...questions quickly, and with high quality. - Play a " consultant " role with oversight of key strategic activities that… more