- Southern California Edison (Tulare, CA)
- Join the Clean Energy Revolution Become a Planning Advisor at Southern California Edison (SCE) and build a better tomorrow. In this job, you'll be responsible ... and designing or contributing to the success of large-scale projects. As a Planning Advisor , your work will help power our planet, reduce carbon emissions and… more
- Bank of America (Paso Robles, CA)
- Advisor Development Program - Financial Solutions Advisor Trainee: Paso Robles Financial Center Paso Robles, California **To proceed with your application, you ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Paso-Robles/ Advisor -Development-Program Financial-Solutions- Advisor -Trainee--Paso-Robles-Financial-Center\_25032385) **Job Description:** Merrill Wealth… more
- Bank of America (Carmel, CA)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Honolulu/Merrill-Experienced-Financial- Advisor \_24007333) **Job Description:** Merrill Wealth Management is a leading… more
- Edward Jones (Fresno, CA)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide...FINANCIAL PLANNER (TM) and/or CRPC (TM) or Chartered Retirement Planning Counselor (TM) Read More About Skills/Requirements **Awards &… more
- JPMorgan Chase (Fresno, CA)
- …best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning ... skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated...key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series… more
- US Bank (Carmel, CA)
- …what you excel at-all from Day One. **Job Description** The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance ... applicable state insurance license Preferred Skills/Experience - Considerable knowledge in financial planning , including but not limited to goals based planning ,… more
- Bank of America (Carmel, CA)
- Financial Solutions Advisor - Saratoga, Santa Cruz, Monterey Areas Capitola, California;Salinas, California; Salinas, California; San Jose, California; Saratoga, ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Capitola/Financial-Solutions- Advisor --Saratoga--Santa-Cruz--Monterey-Areas\_25038470) **Job Description:** Please Note that this requisition contains… more
- CDM Smith (Fresno, CA)
- …compliance with company policies and procedures. This role will be an advisor to business leaders for matters regarding talent initiatives, employee relations, ... compensation, benefits, , employee relations, engagement, workforce and succession planning , employee development, performance management, organizational development, HRIS, recruitment… more
- Deloitte (Fresno, CA)
- …assist in client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client. The ... business owners. We provide comprehensive, independent, and objective wealth transfer planning advice, and help clients make more informed, strategic decisions… more
- Burlington (Clovis, CA)
- …role, you'll act as a strategic HR business partner and trusted advisor to regional and store leadership, blending data-driven insights with practical expertise ... **A Day In The Life** + **Strategic Influence** : Act as a trusted advisor to regional and store leadership, leveraging data-driven insights to inform decisions on… more
- Deloitte (Fresno, CA)
- …are relevant for public and private companies, including tax compliance, tax planning , tax controversy, and tax research. Responsibilities Will Include: + Performing ... work papers. + Coordinating with client's tax and finance departments on tax planning and compliance data gathering. + Performing detailed review of income tax… more
- Citigroup (Fresno, CA)
- …wallet share of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. + Anticipate the complex financial ... appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize client events… more
- Deloitte (Fresno, CA)
- …lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client. ... business owners. We provide comprehensive, independent, and objective wealth transfer planning advice, and help clients make more informed, strategic decisions… more
- Deloitte (Fresno, CA)
- …NFTS service offering has been developed and built as a result of a tax planning idea, a marketplace driver, or a technological innovation - all with the purpose of ... have always had the work-hard/play-hard mentality. NFTS service lines provide tax planning for the largest organizations across all industries. In the Strategic… more
- Deloitte (Fresno, CA)
- …leading client meetings on compliance and advisory projects related to tax planning opportunities, and the tax implications of various transactions to the ... days per week + 3+ years' experience providing tax planning services or preparing and reviewing client work papers...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: +… more
- Deloitte (Fresno, CA)
- …NFTS service offering has been developed and built as a result of a tax planning idea, a marketplace driver, or a technological innovation - all with the purpose of ... have always had the work-hard/play-hard mentality. NFTS service lines provide tax planning for the largest organizations across all industries. In the Strategic… more
- Veterans Affairs, Veterans Health Administration (Fresno, CA)
- …ELR, the Deputy Chief will assist in leading the service, overseeing the planning , implementation, and evaluation of education programs to enhance care quality for ... continuous learning and professional growth. Responsibilities DUTIES Function as an advisor , administrator, educator, consultant, and mentor within the Education &… more
- Deloitte (Fresno, CA)
- …leading client meetings on compliance and advisory projects related to tax planning opportunities, and the tax implications of various transactions to the ... Finance, or other business-related field + 5+ years' experience providing tax planning services or preparing and reviewing client work papers and income tax… more
- Deloitte (Fresno, CA)
- …is relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized services including research ... and qualification, partnership allocations, tax compliance, due diligence, acquisition/disposition planning and structuring, and experience with federal tax compliance,… more
- Deloitte (Fresno, CA)
- …as preparing materials and research for consulting projects related to tax planning opportunities. + Coordinating and communicating with client contacts as required ... days per week + 3+ years experience providing tax planning services or preparing client work papers and income...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred +… more