- Fidelity TalentSource LLC (Pasadena, CA)
- Job Description: Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a ... which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. The Expertise… more
- Fidelity TalentSource LLC (Los Angeles, CA)
- Job Description:Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and ... The Skills You BringAbility to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in… more
- Fidelity TalentSource LLC (Los Angeles, CA)
- …clients and that's a key component to the role of the Wealth Management Planning Consultant . The Expertise We re Looking ForFINRA Series 7 & 63 licensed; Series 65 ... member, using a dynamic and customized approach, this Wealth Management Planning Consultant will help support the long-term objectives of our most sophisticated… more
- Fidelity TalentSource LLC (Los Angeles, CA)
- …Fidelity thought leadership, plan analytics, etc.In partnership with Consultant Relations, building productive long-term relationships with consultants and/or ... to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients money. Join… more
- Kohler Co. (West Hollywood, CA)
- **Sr. Design Sales Consultant ** _Work Mode: Onsite_ **Creative. Knowledgeable. Personable. Is this you?** Join our dynamic team of design mavens, sales ... West Hollywood, CA 90048 **Opportunity** The Sr. Design Sales Consultant is results driven and responsible for driving top-line...our products and services. We understand that it takes investment in our associates' development to make that happen.… more
- Kohler Co. (Los Angeles, CA)
- **Design Sales Consultant - Culver City** _Work Mode: Onsite_ Join the Kohler Team to open its next Kohler Signature Store location in Houston, Texas! This is an ... traffic to key trade industry clients. The Design Sales Consultant is results driven and responsible for driving top-line...our products and services. We understand that it takes investment in our associates' development to make that happen.… more
- TIAA (Pasadena, CA)
- Supported with a robust array of resources and solutions, The Wealth Management Advisory Consultant is part of a team who partners with clients to identify their ... that help them work towards well defined financial objectives. The Advisory Consultant partners with their team to grow their collective book through client… more
- Principal Financial Group (Los Angeles, CA)
- **What You'll Do** As a **Financial Consultant II** , you will get the opportunity to help our customers live their best lives by providing investment advisory ... education services in a call center environment to more complicated investment needs or sophisticated investors. Here are a few examples of the kinds of things… more
- Elevance Health (Woodland Hills, CA)
- **Financial Consultant Lead/Manager** **Location:** Open to any Pulse Point location. Must be within a 50-mile radius of an open access Pulse Point location. The ... **Financial Consultant Manager** is responsible for leading the process of...expense performance, rate of return, depreciation, working capital and investment . + Provides detailed analysis and reporting for leadership,… more
- Elevance Health (Woodland Hills, CA)
- **Financial Consultant Manager** **Location:** Elevance Health operates in a Hybrid Workforce Strategy, providing various levels of flexibility while also ensuring ... onsite will be discussed as part of the hiring process. The **Financial Consultant Manager** is responsible for leading the process of preparation and interpretation… more
- Arup (Los Angeles, CA)
- Graduate Cost Advisory Consultant (Available 2024) **Americas Region** ** ** **LOS0000PV** **Requisition #** **A Future with purpose** At Arup we're dedicated to ... professional experience (design, construction, development, owner/public sector, technical consulting, investment banking, management consulting, etc); Excellent presentation and writing… more
- TIAA (Los Angeles, CA)
- …8IC **Required Qualifications** + Minimum 5 years' experience in the investment management industry specifically within business development in the Alternative ... Series 63 **Preferred Qualifications** + 7+ years' experience in the investment management industry specifically within business development in the Alternative… more
- Deloitte (Los Angeles, CA)
- …local tax issues? Are you intrigued by the tax considerations specific to investment management, private equity, real estate and/or hedge fund clients? If you are ... 31, 2024. What You'll Do As a Tax Senior Consultant , you will be a valuable member on engagements...compliance services to a diverse client base in the investment management industry. You will grow your technical knowledge… more
- Elevance Health (Woodland Hills, CA)
- …and expense performance, rate of return, depreciation, working capital and investment . * Provides detailed analysis and reporting for leadership, working closely ... with company internal and external auditors. * Works with business partners to identify and implement strategic projects that support company goals. * Leads M&A and other system integration projects. * Responsible for enterprise or business unit processes… more
- Kohler Co. (West Hollywood, CA)
- …Explore exciting career opportunities with us, including roles like Associate Design Sales Consultant , Design Sales Consultant , Sr. Design Sales Consultant , ... our products and services. We understand that it takes investment in our associates' development to make that happen....development to make that happen. So, we offer ongoing investment in each individual's personal development and the opportunity… more
- Deloitte (Los Angeles, CA)
- …+ CCIM (Certified Commercial Investment Member) + Licensed Texas Senior Property Tax Consultant + Ability to travel up to 10%, on average, based on the work you ... and possible savings opportunities. Work you'll do: As a Property Tax Senior Consultant within the Multistate Tax Services group, you will be a valuable member… more
- Equitable (Los Angeles, CA)
- …CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)) Professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University, Equitable Advisors offers ... ###), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an… more
- Mizuho Corporate Bank (Los Angeles, CA)
- …procedures. 9. May serve as a product specialist acting as a technical consultant to clients and Relationship Managers in various business segments and geographic ... Americas, EMEA and Asia. Mizuho Americas is a leading provider of corporate and investment banking services to clients in the US, Canada, and Latin America. Through… more
- ICF (Los Angeles, CA)
- …+ **Quality of life:** Flexible workplace arrangements, work-life balance + ** Investment of the community:** Donation matching, volunteer opportunities + ** ... Investment in you:** Tuition reimbursement, access to professional development...field and to monitor progress towards program goals on contractor/ consultant participation and the completion of eligible projects. +… more
- ICF (Los Angeles, CA)
- …greater ICF to provide comprehensive advisory services include strategic, investment , and portfolio management, operational planning; market development; policy ... industry experience and advanced consulting and analytical skills. As an IE/OE Consultant , you will utilize your deep energy storage experience along with our… more
