- Robert Half Finance & Accounting (Berkeley, CA)
- …LinkedIn Requirements . Over 5 years of extensive experience in holistic financial planning, with a proven ability to lead and foster client relationships, ... with a client with an exciting opportunity for a Lead Advisor in the East Bay, Bay...proposition to potential clients, positioning us as their trusted financial advisor . . Proactively offers recommendations aligned… more
- Amazon (East Palo Alto, CA)
- Description Amazon Web Services (AWS) is seeking a Deal Lead for the Strategic Customer Engagements (SCE) team to help our customers accelerate out of their ... provider. These opportunities range across industry verticals, such as Financial Services, Telecommunications, Media & Entertainment, Energy, Healthcare Life… more
- JPMorgan Chase (Palo Alto, CA)
- …the opportunity to take your career to the next level. As a Market Team Lead in the US Private Bank, you are responsible for advising families on building, ... their wealth. You will use your knowledge of investments, financial planning, credit and banking to advise current clients...in the short, medium and long term through a holistic goals based planning approach while strictly adhering to… more
- JPMorgan Chase (San Francisco, CA)
- …As a Wealth Planner in JP Morgan Advisors, you will be a vital member of the Financial Advisor 's team. You will work in close partnership with the Financial ... that address the needs of our clients + Create, lead and implement the strategy to effectively uncover client's...to goals-based planning + Gather in-depth information to create financial plan through a holistic approach, Utilizing… more