- Robert Half Finance & Accounting (Danville, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for an Associate Advisor at a Thriving Wealth Management. This is a full-time ... can make a real impact for high-net-worth clients. As an Associate Advisor , you'll take ownership of client relationships, drive financial planning initiatives,… more
- Catholic Funeral & Cemetery Services (Concord, CA)
- Sales Associate - Family Service Advisor Location: Queen of Heaven Cemetery & Funeral Center - Lafayette, CA Do you want to use your sales skills to do something ... more meaningful? We are looking for a Sales Associate to join our team for pre-need sales, as...life, and excel at your work? As our Sales Associate , you will be the primary contact for families… more
- Columbia Bank (Walnut Creek, CA)
- Senior Wealth Advisor Wealth Management Irvine, California Sacramento, California Santa Rosa, California Eugene, Oregon Los Angeles, California Medford, Oregon San ... Together for business. Together for better. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work within a team structure… more
- Edward Jones (Fairfield, CA)
- …If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to ... estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your...State insurance licenses will be required. + As an associate , you are required to complete ongoing training offered… more
- Edward Jones (Berkeley, 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...mutual trust, respect, feedback, and accountability. + As an associate , you are required to complete ongoing training offered… more
- Robert Half Finance & Accounting (Danville, CA)
- …Michelle Espejo with Robert Half Financial Services is recruiting for a Lead Advisor at a Thriving Wealth Management. This is a full-time permanent role based ... clients to deliver strategies that truly make an impact. The lead advisor owns the client relationships and is responsible for managing to-do's, preparing… more
- H&R Block (Lafayette, 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. ... the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident… more
- Kohl's (Pleasant Hill, CA)
- About the Role As Beauty Advisor , you will drive sales through an authentic passion for beauty and engage clients by identifying their needs with a consultative ... more), SAVINGS & RETIREMENT BENEFITS (401k, Flexible Spending Accounts and associate discount programs with Kohl's partners), INSURANCE PROGRAMS (Life Insurance for… more
- H&R Block (Lafayette, CA)
- …well-being, and financial wellness needs. + Medical coverage - allows eligible associate well-being programs including mental health support and coaching + 401k ... the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident… more
- Walmart (Concord, CA)
- …to plan for and drive sales improve the service experience and elevate associate engagement utilizing hand held technology and systems to make immediate business ... decisions related to services safety alerts new product information product application and training adapting to new tools and encouraging others to use them. Be an Owner Communicates equipment tools and supplies needs to TBC Lead tracking and monitoring… more
- JPMorgan Chase (Lafayette, CA)
- …investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will be tasked with delivering ... through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available through Chase… more
- Bank of America (Walnut Creek, CA)
- Wealth Management Client Associate Walnut Creek, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Walnut-Creek/Wealth-Management-Client- Associate \_25037401) **Job Description:** Merrill Wealth Management is a leading… more
- The Clorox Company (Oakland, CA)
- …to ensure BU inventory strategies align with enterprise goals + Serve as a strategic advisor to BU IBP Leads as well as GMs, BU LTs, and Global Capabilities Leaders, ... bringing recommendations on where and how to pursue improvements, and guiding them on implementation. + Act as a thought partner to IBP, Marketing, Finance, and Customer teams to ensure inventory plans are integrated and aligned. + Coach and support team… more
- The Clorox Company (Oakland, CA)
- …of Clorox's Business Units. This person is the insights integrator and key strategic advisor to the business. This role reports to BU Marketing Leader and represents ... the holistic voice of consumer through integrated consumer, brand, shopper, product, competitive and marketplace insights. Embedded Insights Lead grows and leverages BU Knowledge Base, develops and directs Learning Plan to deliver BU's topline, profit,… more
- Zions Bancorporation (Walnut Creek, CA)
- …, you will lead with insight and influence-serving as a strategic advisor to commercial clients while driving revenue growth through thoughtful, solution-based ... and emerging technologies to position yourself as a trusted advisor and thought leader. + Build and maintain strong...and with each other. Our workplace culture values each associate 's unique experiences, background and perspectives and provides a… more
- Bank of America (Oakland, CA)
- …year of sales experience, has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I) or ... to work weekends and/or extended hours as needed **Desired Qualifications:** + Associate 's Degree or Bachelor's Degree in business, finance or a related field… more
- Compass Group, North America (Concord, CA)
- …management planning. The role has a significant impact on associate safety, operational resilience, and risk mitigation. **Key Responsibilities** ... + Partner with Operations, HR, and Risk to strengthen associate security (facility, driver, and route safety) + Recommend...to align EHSS initiatives + Serve as a trusted advisor to senior leadership on safety, security, and crisis… more
- Columbia Bank (Walnut Creek, CA)
- …Degreeor equivalent work experience, preferred + Certified Trust and Financial Advisor (CTFA) designation or JD degree, preferred + 10+years'experiencein trust ... a 401(k)-retirement savings plan with employer match for qualifying associate contributions, an employee assistance program, life insurance, disability insurance,… more