- Swell Recruit (Glendale, CA)
- …Engagement: Cultivate and maintain robust client relationships, serving as a trusted advisor . Lead audit engagements for a diverse client portfolio, ensuring timely ... regulatory requirements, and internal policies. Conduct reviews of audit workpapers, financial statements, and reports to ensure accuracy and completeness. Team… more
- Jamie Grayem (Pasadena, CA)
- FINANCIAL ADVISOR $75,000-90,000 Base Salary + Quarterly Production Bonus + Full Benefis MUST HAVE 7/66 (63/65) This position is subject to SAFE Act registration ... 65 in lieu of 66) licenses. Has two years' experience working in the financial service industry and/or a sales environment where goals were met or exceeded… more
- Harrison Gray Search and Consulting LLC (Los Angeles, CA)
- …and expand the firm while servicing client relationships. Responsibilities The Wealth Advisor /Certified Financial Planner can expect to focus on the following ... utilizing professional networking and direct solicitation. Qualifications The Wealth Advisor /Certified Financial Planner position typically requires the… more
- Boutique Recruiting (Los Angeles, CA)
- …Competitive hourly wage Comprehensive medical benefits 401(k) and access to a financial advisor Fantastic PTO Uniforms Provided Family-owned business with strong ... retention and a team of experienced professionals Onsite role with limited commute expectation Apply now! #LI-CM1 more
- Appian Corporation (Los Angeles, CA)
- …industry pioneer. We are seeking an Account Executive to lead Commercial / Financial Services Sales across the United States. This role is responsible for navigating ... perform client discovery, communicate ROI and build business value A trusted advisor to both customers and colleagues to leverage multiple stakeholders throughout… more
- Morgan Stanley (Sherman Oaks, CA)
- …Client Service Associates provide exceptional service to our clients and support Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teams ... Two or more years of industry experience preferred Knowledge/Skills Knowledge of financial services products, including but not limited to equities, bonds, options,… more
- Credit Union of Southern California (Los Angeles, CA)
- …is a transitional position who provides support to the branch operations division as a financial advisor as a team member of the Retail Support Team. The key ... of experience in member / customer service environment. Working experience in a financial / credit union environment. Familiar with Symitar or other similar banking… more
- CVS Health (Los Angeles, CA)
- …Seek out customers to ensure they have a world class beauty advisor experience. Provide personalized sales service based on customer needs, productive upselling ... competitive mix of pay and benefits - investing in the physical, emotional and financial wellness of our colleagues and their families to help them be the healthiest… more
- Cetera Financial Group, Inc. (El Segundo, CA)
- … financial advisors and financial institutions. Cetera is an independent financial advisor network and a leading provider of retail services to the ... of retail independent broker-dealers encompassing, among others, Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions,and Cetera Financial … more
- Nonprofit Finance Fund (Los Angeles, CA)
- …We do this by providing nonprofits with access to capital, strategic financial consulting, and advocacy, so they advance community health, wealth and well-being. ... total rewards. This role will serve as a trusted advisor to the CEO, COO, and Executive Team on...trusted partnerships across all levels, serving as a credible advisor to senior leadership Navigates complex, ambiguous environments with… more
- Delta Solutions & Strategies (Los Angeles, CA)
- …management documents, developing standard plans and operating instructions/procedures, financial management, developing and maintaining IMS and critical path ... exist. Participate in conferences and meetings as an FMS subject matter expert advisor to the senior program team. Assist in managing and tracking FMS manpower… more
- The Hartford Financial Services Group, Inc. (Los Angeles, CA)
- …low strategy, territorial and agency sales plans, etc.) Acts as a trusted advisor and solution provider to Brokers and Agents Qualifications: 3+ years of P&C ... Middle Market Broker-facing Carrier Underwriting experience required Demonstrated success in developing and maintaining solid relationships with all internal and external business partners Excellent communication, interpersonal and presentation skills An… more
- SevenRooms (Los Angeles, CA)
- …go-live: including live product demonstrations, follow-ups, agreement signing, etc. Trusted Advisor : Build relationships with your partners and always advocate for ... in your overall career development and advancement. SevenRooms also provides financial support for continuing education, certifications, or participation in external… more
- H&R Block (Beverly Hills, CA)
- …that will grow stronger every year. Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business services needs year-round. ... service needs. We assist our clients in reaching their financial goals year-round. It would be even better if...help associates plan for their unique health, wellbeing and financial wellness needs. Employee Assistance Program with Health Advocate.… more
- CVS Health (Beverly Hills, CA)
- …Beauty Sales Consultant, you are excited about beauty! As the primary beauty advisor to our customers, you will provide friendly, knowledgeable sales service to ... out customers to ensure they have a fantastic beauty advisor experience through personalized sales service based on customer...and benefits - investing in the physical, emotional and financial wellness of our colleagues and their families to… more
- INVIZ (Santa Monica, CA)
- …Studios, with blockbuster filmmaker Michael Bay acting as Chief Creative Advisor , Invisible is uniquely focused on building billion dollar entertainment franchises ... our operations, we seek a strategic and results-driven Chief Financial Officer (CFO) to lead our financial ...Chief Financial Officer (CFO) to lead our financial strategy with a primary focus on mergers and… more
- Macy's (Los Angeles, CA)
- …place to work. Job Overview As a Cosmetic Sales colleague, also known as a Beauty Advisor , your focus is to support the Beauty needs of our customers to drive sales. ... Annual merit review Employee Assistance Program with mental health counseling and legal/ financial advice Access the full menu of benefits offerings here. What You… more
- City National Bank (Los Angeles, CA)
- …and analysis; provides product documentation and training; and serves as technical advisor on matters concerning the designated product and/or product line. WHAT ... subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic… more
- University of Southern California (Arcadia, CA)
- …satisfaction, and quality indicators. Assists in the collection and reporting of financial indicators including case mix, LOS, cost per case, excess days, resource ... and/or outcome indicators as determined by the director. Communicates with Financial Counselor to facilitate covered day reimbursement certification for assigned… more
- WELLNEST EMOTIONAL HEALTH & WELLNESS (Los Angeles, CA)
- …development and implementation process, analyzing data, and support proforma financial projections, budgeting, and project spending reports. Maintains a keen ... the Executive Team's long-term goals. Serves as a strategic advisor to executives on cross-departmental projects, opportunities for cross-collaboration, process… more
