• Financial Counselor Lead

    Stanford Health Care (Palo Alto, CA)
    …America) **This is a Stanford Health Care job.** **A Brief Overview** The Financial Counselor Coordinator is responsible for screening uninsured and underinsured ... programs to cover medical expenses. Information is gathered through a patient financial interview which includes a review of hospital charges, the patient's… more
    Stanford Health Care (06/17/24)
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  • Bilingual Financial Counselor

    Compass Family Services (San Francisco, CA)
    …to diversity, equity, inclusion and belonging / Resourceful Position Description: The Financial Counselor helps San Francisco families who are struggling ... programs to support their clients to obtain and maintain housing stability. + Lead financial literacy workshops. + Create a financial literacy resource bank… more
    Compass Family Services (03/27/24)
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  • Financial Coach

    HUB International (San Francisco, CA)
    …Conduct client meeting with the goal to communicate, educate, and engage employees on financial literacy resources. + Recruit, build and lead clients to achieve ... currently owned by a group of investors led by lead investor Hellman & Friedman, one of the world's...funds of all time. **Position Summary:** The HUB FinPath Financial Coach works with employees by analyzing the employees'… more
    HUB International (04/25/24)
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  • Merrill Financial Solutions Advisor - East…

    Bank of America (Oakland, CA)
    …business-related field. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Merrill Financial Solutions Advisor - East Bay & Associates...**Desired Qualifications:** + Proven ability to partner and promote lead generation. + Experience balancing investment management, sales activities,… more
    Bank of America (04/20/24)
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  • Merrill Experienced Financial Advisor

    Bank of America (San Francisco, CA)
    …client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles,...strongly preferred + Proven ability to partner and promote lead generation. + Experience balancing investment management, sales activities… more
    Bank of America (05/31/24)
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  • Protective Services Worker - Public Conservator…

    City and County of San Francisco (San Francisco, CA)
    …services that support and protect people, families, and communities. From financial , nutritional and employment support to child and adult protective services, ... types of applications and forms related to placement, legal, financial , and medical issues. + Documents cases in a...Sciences(BBS); OR + Possession of a valid Professional Clinical Counselor (LPCC) license issued by the California Board of… more
    City and County of San Francisco (06/20/24)
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  • JD Edwards Supply Chain - Manager

    Deloitte (San Francisco, CA)
    JD Edwards Supply Chain - Manager Today's chief financial officers (CFOs) and financial executives are being asked to improve business performance and ... with top decision makers at key clients; organize and lead pursuit teams; participate and lead aspects...proposal pricing strategies. + People Development: Perform role of counselor and coach; provide input and guidance into the… more
    Deloitte (06/19/24)
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  • M&A IT Strategy and Diligence Manager

    Deloitte (San Francisco, CA)
    …will end on 9/11/2024 Work you'll do As an IT Strategy Manager, you will lead and deliver complex client engagements that help refine the client's IT strategy with a ... and developing add-on sales opportunities. + Performing role of counselor and coach; actively participate in staff recruitment and...at least 10+ IT diligence projects for strategic or financial clients. + Minimum of a Bachelor's degree and… more
    Deloitte (06/13/24)
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  • Oracle Cloud Finance - Manager

    Deloitte (San Francisco, CA)
    Today's chief financial officers (CFOs) and financial executives are being asked to improve business performance and shareholder value, along with operational ... with top decision makers at key clients; organize and lead pursuit teams; participate and lead aspects...proposal pricing strategies. + People Development: Perform role of counselor and coach; provide input and guidance into the… more
    Deloitte (06/13/24)
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  • Oracle Cloud Supply Chain Management Manager

    Deloitte (San Francisco, CA)
    Today's chief financial officers (CFOs) and financial executives are being asked to improve business performance and shareholder value, along with operational ... with top decision makers at key clients; organize and lead pursuit teams; participate and lead aspects...proposal pricing strategies. * People Development: Perform role of counselor and coach; provide input and guidance into the… more
    Deloitte (06/13/24)
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  • Tax Legal Business Associate Manager TTC

    Deloitte (San Jose, CA)
    …and serve clients holistically. + People Development: Perform role of counselor and coach; participate in the staffing process and retention activities. ... + Business Development: Develop and maintain contacts, organize and lead pursuit teams; contribute to business development. Qualifications Required: + Ability to… more
    Deloitte (05/19/24)
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