- Robert Half Finance & Accounting (San Ramon, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Financial Planner at a growing wealth management firm in San Ramon. This is a ... to wealth management, focusing on delivering meaningful, personalized guidance-not just financial results. You'll gain exposure to all facets of financial… more
- Kestra Financial (Palo Alto, CA)
- …the finish line and have a desire to learn, advance, and excel? The Senior Sales Associate reports to the Financial Advisor and is critical in meeting ... client and prospect workflow + Communicate client requests to the Financial Advisor . + Deepen client relationships and establish credibility and rapport both… more
- Edward Jones (Redwood City, CA)
- …volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop...State insurance licenses will be required. + As an associate , you are required to complete ongoing training offered… more
- Stanford University (Stanford, CA)
- Associate Director - School Financial Operations **School of Medicine, Stanford, California, United States** Finance Post Date May 19, 2025 Requisition # 106480 ... The Associate Director for School Operations reports to the Assistant Dean, Financial Controller and acts as a strategic advisor and thought partner to… more
- IBM (San Jose, CA)
- …Security Strategy Risk and Compliance. Ability to demonstrate to be C-Suite Advisor (beyond IT). Experience working across diverse teams to facilitate solutions. ... Experience working with Security practitioners. Readiness to travel up to 75%. IBM is committed to creating a diverse environment and is proud to be an equal-opportunity employer. All qualified applicants will receive consideration for employment without… more
- IBM (San Jose, CA)
- …able to understand client challenges, offer strategic guidance, and act as a trusted advisor . This is a Sell & Deliver role that requires expertise across Microsoft ... demand generation ~3x of signing targets. Be a trusted advisor to our clients, LAP to drive Azure or...studies. Establish client value propositions that tie key strategic, financial , and operational metrics directly to near and long-term… more
- JPMorgan Chase (Menlo Park, CA)
- …interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth ... Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made...not available in all states. Chase is a leading financial services firm, helping nearly half of America's households… more
- BeOne Medicines (San Mateo, CA)
- **General Description:** The Associate Director, Internal Audit, plays a vital role in supporting the VP of Internal Audit by spearheading strategic partnerships ... enhance organizational integrity and operational performance. This role oversees financial , compliance, and operational audits, manages audit communications, and… more
- Bank of America (San Jose, CA)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... Wealth Management Client Associate (FP) San Jose, California **Job Description:** Merrill...other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …with Robert Half Financial Services is recruiting for a Client Service Associate at a growing, client-focused Registered Investment Advisor (RIA). This is a ... Hybrid schedule. This RIA helps individuals and families reach financial wellness with care and clarity. This role is...and wants to make a real impact in people's financial lives. You'll be part of a collaborative, high-performing… more
- Dorsey & Whitney LLP (Palo Alto, CA)
- Emerging Companies Associate (#841) - Palo Alto Dorsey & Whitney LLP is seeking an experienced Corporate Attorney to provide support to our Northern California ... in salary. Associates are eligible to participate in Dorsey's associate bonus program, subject to the program's conditions and...& Whitney LLP since 1912 as a trusted legal advisor and valued business partner. With locations across the… more
- Dorsey & Whitney LLP (Palo Alto, CA)
- Technology Commerce Associate or Of Counsel (#932) - Palo Alto Dorsey & Whitney LLP is seeking a Technology Commerce Associate or Of Counsel with at least six ... & Whitney LLP since 1912 as a trusted legal advisor and valued business partner. With locations across the...a history of achieving client success: - Banking and Financial Institutions - Development and Infrastructure - Energy &… more
- NetApp (San Jose, CA)
- …data services, storage systems, and software. As a Strategy & Operations Senior Associate , you will join a highly entrepreneurial team, including alumni from top ... the storage market, products, and technologies + Experience in building trusted advisor relationships and influencing others, working effectively with people at all… more
- Deloitte (San Jose, CA)
- …reporting and planning, while also positioning tax and legal as a strategic business advisor for the digital era. We specialize in tax and legal and can effectively ... + Contract & Commercial Management (CCM) Certification Program + Certified Financial Analyst (CFA) + PMI Agile Certified Practitioner (Project Management… more
- US Foods (Tracy, CA)
- …all available tools and information to learn and help execute as a trusted financial advisor * Manage working capital and review balance sheet health quarterly ... _1. Own the execution of Area finance strategy_ * Advisor on long-term business financial and strategic...External: Customers **WORK ENVIRONMENT** * **Onsi** **t** **e:** The associate in this role is expected to perform assigned… more
- Bank of America (Sunnyvale, CA)
- …At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run ... families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working… more
- Nutanix (San Jose, CA)
- …legal and regulatory obligations. You will report to the Senior Director, Associate General Counsel, who values building rapport and camaraderie, emphasizing the ... knowledge of revenue recognition principles to structure agreements that optimize financial outcomes, collaborating closely with the Finance team. + Develop and… more
- Walmart (Sunnyvale, CA)
- …decisions in dealing withprogram risks related to forecasts budgets and milestones Financial Management Requires knowledge of Financial Management tools and ... the ROI of future programs Define measures andmilestones for tracking financial performance of programs Technology Landscape Awareness Requires knowledge of… more
- Alameda Health System (San Leandro, CA)
- …with appropriate local resources. Serves as client advocate to secure services and financial benefits. 7. Reviews all the patients in his/her caseload in the ... - coordinates denials with the attending physician, and the UR physician advisor . Prepares case reports; documents treatment plan, progress notes and discharge… more
- Zoom (San Jose, CA)
- …addenda. Prepare and negotiate partner and channel agreements, business associate agreements, and professional services agreements. Handle statements of work, ... creation of contract templates, playbooks, guides, and policies. + Being a trusted advisor and business partner across the company by assisting and advising the… more