- Fidelity TalentSource LLC (Los Angeles, CA)
- …personal relationships with our clients and that's a key component to the role of the Wealth Management Planning Consultant . The Expertise We re Looking ... As a dedicated team member, using a dynamic and customized approach, this Wealth Management Planning Consultant will help support the long-term… more
- Fidelity TalentSource LLC (Brea, CA)
- …hireCFP certification preferredThe Purpose of Your RoleOur vision for the Regional Planning Consultant is to develop sales associates through collaboration and ... You DeliverProviding subject matter expertise on a broad range of financial planning and investment solutions, including advisory solutions, wealth advisory… more
- Fidelity TalentSource LLC (Los Angeles, CA)
- …outreach, you seek to understand clients goals and objectives and refer them to a wealth management partner based on needs and financial complexitySeries 7 & 63 ... Job Description:Investment Consultant You joined the financial services industry to...your sound judgment, keen knowledge of products, and Fidelity\u2018s planning tools. Instead of spending your time sourcing new… more
- Equitable (Woodland Hills, CA)
- Wealth Management Associate - CA, Woodland Hills (3962) ( 200004CR ) **Primary Location** : UNITED STATES-CA-WOODLAND HILLS **Organization** : Equitable Advisors ... **Description** **Equitable Advisors** is a respected wealth management firm with a proven track...Holistic Financial Coach certification within our specialized Holistic Life Planning platform. We also have management opportunities… more
- KPMG (Los Angeles, CA)
- **Business Title:** Sr Associate, Workday Adaptive Planning Integration Lead **Requisition Number:** 110027 - 8 **Function:** Advisory **Area of Interest:** ... culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading… more
- Deloitte (Costa Mesa, CA)
- …including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management , Insurance, Telecom, Media and Energy & Resources. Our OTT ... June 3, 2024. Work You'll Do As a Senior Consultant , you will help lead and deliver small engagements,...or utility smart grid implementation or utility distribution/ capacity planning + 2 + years of functional and technical… more
- KPMG (Los Angeles, CA)
- …culture. At KPMG, our people are our number one priority. With a wealth of learning and career development opportunities, a world-class training facility and leading ... Workday projects involving strategy, implementation support, and Enterprise Resource Planning (ERP) optimization related to Information Technology (IT) operations,… more
