- Mercer Advisors (San Francisco, CA)
- … Consultant (ChFC), Personal Financial Specialist (PFS), Chartered Financial Analyst (CFA), Chartered Investment Consultant (CIC). Series 65 required, ... that fit each client's unique scenario. They're supported by a sophisticated technology platform and a team of experts in portfolio management, financial planning,… more
- US Tech Solutions (Sunnyvale, CA)
- …across Product, Marketing, and Communications teams. **Role Overview:** + We're seeking a Technology Analyst Relations Consultant to manage ... a hybrid model)** **About the Team** + The Client's Analyst Relations (AR) team is a small,...and emerging tech. + Ability to support and coordinate analyst strategy focused on the technology sector.… more