- Southern California Edison (Ventura, 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 ... to join a high performing team and make a positive impact. As a Planning , Advisor your work will help power our planet, reduce carbon emissions and create… more
- Bank of America (Westlake Village, CA)
- Advisor Development Program Client Associate Westlake Village, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Westlake-Village/ Advisor -Development-Program-Client-Associate\_25047518) **Job Description:** ** Advisor Development Program Client… more
- Thrivent Financial (Newbury Park, CA)
- …of Thrivent in Newbury Park, CA. We are growing and adding an Associate Financial Advisor to our team. As a team, we simplify people's financial lives and maximize ... their opportunities through holistic planning , advice, and consistent execution. Thrivent is a member-owned...to our existing client base by working with Lead Advisor or independently. Position may be responsible for formulating… more
- Bank of America (Westlake Village, 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
- General Dynamics Information Technology (Oxnard, CA)
- …experience **US Citizenship Required:** Yes **Job Description:** Software Developer Sr Advisor Deliver simple solutions to complex problems as a Software Developer ... Sr Advisor at GDIT. Here, you'll tailor cutting-edge solutions to...of real-time systems . Perform hardware and software development planning in the incorporation of modifications into aviation systems… more
- Thrivent Financial (Oxnard, CA)
- …contracts), Series 7 and 66 registrations, and complete Thrivent's comprehensive advisor onboarding program. After onboarding, you'll have control over the income ... incentives based on your success. As a Thrivent Financial advisor , you will: + Build a financial practice guiding...and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify. + Medical, dental,… more
- JPMorgan Chase (Thousand Oaks, 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
- Nuveen Investments (Sherman Oaks, CA)
- **Wealth Management Advisor ** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established ... you aspire to be, you will thrive as an Advisor at TIAA. * Deeply curious with a demonstrated...tremendous pride in your knowledge of investment solutions and planning prowess to diagnose the needs of clients and… more
- H&R Block (Oxnard, 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. ... + Provide tax preparation, tax audit support and tax planning year-round + Create confidence in our clients by...experience + Experience completing individual tax returns + Tax planning and audit support + Ability to effectively communicate… more
- Bank of America (Northridge, CA)
- Financial Solutions Advisor - Balboa Parthenia Financial Center Northridge, California **To proceed with your application, you must be at least 18 years of age.** ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Northridge/Financial-Solutions- Advisor --Balboa-Parthenia-Financial-Center\_25046782) **Job Description:** The following laws or regulations restrict… more
- H&R Block (Oxnard, CA)
- …conducting virtual tax interviews that create confidence in clients + Tax planning and audit support experience + Sales and/or marketing experience What you'll ... bring to the team + Conduct tax interviews with clients and support do it yourself online tax clients through virtual tools (ie, video conferencing, phone, chat, email) + Generate business growth, increase client retention, and offer additional products and… more
- BMO Financial Group (City Of Industry, CA)
- …strategies, offering tailored recommendations to enhance operational efficiency and financial planning . + Attends industry forums and community events, enhancing the ... Bank's brand, staying updated on market trends, and leveraging insights to support sales strategies. + Builds and maintains strong long-term relationships with the bank's high-value and strategic clients, providing strategic advice on financial solutions and… more
- Wells Fargo (Woodland Hills, CA)
- …skills, deep financial product knowledge, and a proven ability to influence advisor behavior and business outcomes. The Market Growth Director will work closely ... Internal Centers of Influence to drive sales results + Drive sales and Advisor participation across a wide range of Wells Fargo Wealth Investment Management products… more
- Edward Jones (Westlake Village, CA)
- …Team Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call on the phone - ... them coming a mile away. You and your financial advisor are essential in working together to help your...+ Taking an active role in the annual business planning process to assist in developing strategies for the… more
- Bank of America (Westlake Village, CA)
- …its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment ... objectives and contributing to market profitability by influencing Financial Advisor business practices to minimize regulatory, financial, and reputational risks.… more
- AeroVironment (Simi Valley, CA)
- …Compensation, Performance, Benefits, and IT teams. Key responsibilities include planning , analyzing, developing, implementing, and monitoring business processes and ... business units, attending meetings, documenting workflows, and serving as a trusted advisor . + **Acts as the subject matter expert (SME) for designated partner… more
- AeroVironment (Simi Valley, CA)
- …partners + Own and manage the Oracle Fusion EPM platform, including Planning , FCCS, ARCS, Allocations, Narrative Reporting, Profitability & Cost, and Data ... technology and the business + Serves as a "trusted advisor " to the BU and functions as a key...business and DBT solution road map to improve strategic planning + Utilizes business analysis techniques and business cases… more
- AeroVironment (Simi Valley, CA)
- …in subject matters pertaining to both technology and the business + Serves as a "trusted advisor " to the BU and functions as a key point of contact for BU & DBT ... Goals and DBT solution road map to improve strategic planning + Utilizes business analysis techniques and business cases...that will help improve the business + Monitors technology planning and deployment progress in line with business vision… more
- Commander, Navy Installations (Ventura, CA)
- …for overall management of the installation FAP. As the acting FAR, serve as SME advisor /consultant to the IDC chair, present cases to the IDC, and chair the CCSM, ... by the CCSM. Coordinate with healthcare providers on safety and supervision planning for children and families affected by problematic sexual behaviors. Serve as… more
- Amgen (Thousand Oaks, CA)
- …for Amgen's Global Medical Affairs customer engagement and digital strategy and planning and is instrumental in shaping the strategic narrative of our prioritized ... enabling operational efficiency. + Serve as a thought partner and advisor to Therapeutic Area and regional leadership, guiding insight-driven and impact-oriented… more