- Financial Partners Credit Union (Long Beach, CA)
- **Position** : Financial Consultant **Requisition ID:** : 1564 **Job Summary:** As a Financial Consultant at our credit union, you will play a pivotal ... members' financial literacy and engagement with the credit union's services . + **Documentation and Compliance:** Ensure meticulous completion of all necessary… more
- Charles Schwab (Carlsbad, CA)
- …helping us "challenge the status quo" and transform the finance industry together. As a Financial Consultant Partner (FCP), you are in the heart of the action, ... of employment_ ) **Preferred Qualifications:** + 3+ years of Financial Services Industry Experience + Strong written...plans for practice clients in partnership with your Sr. Financial Consultant (s) + Ability to uncover and… more
- Charles Schwab (Seal Beach, CA)
- …with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of ... of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients...volunteering, and a 4-week sabbatical after 5 years of service _ + _Paid parental leave and family building… more
- Penske Automotive (Santa Ana, CA)
- **Crevier BMW, a Penske Automotive Group dealership, is looking for an experienced Financial Services Consultant to join our team and deliver extraordinary ... on our organization and customers every day. As a Financial Services Consultant , you will...well as the benefits of financing, insurance and extended service programs. + Accountability: Understand and comply with all… more
- PNC (San Diego, CA)
- …through digital banking that includes money management tools. As a WorkPlace Banker - Financial Sales Consultant , you will work in an outbound sales capacity, ... may be performed remotely, at manager's discretion. PNC Organizational Financial Wellness is a collaborative business segment that delivers comprehensive… more
- PNC (San Diego, CA)
- …and solutions to clients and consumers. As a Relationship Manager I - Financial Wellness Consultant you will develop and uncover collaborative relationships with ... may be performed remotely, at manager's discretion. PNC Organizational Financial Wellness is a collaborative business segment that delivers comprehensive… more
- Deloitte (Los Angeles, CA)
- …for this role ends on October 4th, 2024. Work you'll do As a Workday Student Financial Aid Consultant on our Human Capital team, you will: + Identify business ... and supporting implementations as it relates to Workday Student Financial Aid + Organize and deliver services on a cross-section of projects + Appeal to wide… more
- Warner Music Group (Los Angeles, CA)
- …company that retains the creative spirit of a nimble independent. **Job Title:** Financial Business Development Analyst ( Consultant ) **A little bit about our ... other strategic projects. **Here you'll get to:** + Manage financial and strategic analysis of all Global Catalog deals...which supports the independent community, as well as artist services division WMX. In addition, WMG counts film and… more
- Charles Schwab (Fresno, CA)
- …Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and ... financial consulting, look no further than Schwab's Investment Consultant role. **What you have** **What you have** +...**Preferred Qualifications:** + 2 years of experience in the financial services industry + Ability to leverage… more
- TIAA (Pasadena, CA)
- …**Preferred Qualifications** : + Bachelor's Degree + 5+ years of experience in financial services + Prior advisor/ consultant experience + Knowledge of ... develop recommendations that help them work towards well defined financial objectives. The Advisory Consultant partners with...7IC **Required Qualifications:** + 3+ years of experience in financial services + FINRA Series 7 and… more
- The Walt Disney Company (Glendale, CA)
- The Member Consultant II is a key role dedicated to delivering exceptional financial services and support to our credit union members. This position involves ... Sales and Service Member program, processing a wide range of financial transactions, and proactively identifying changes in members' banking needs to recommend… more
- Deloitte (Los Angeles, CA)
- Real Estate Technology-Maximo Techno-Functional Senior Consultant Unlocking financial performance and enterprise value We work as trusted advisors to CFO's, ... other key executives to advise, implement, and deliver as-a service solutions, improving finance, and real estate operations, and...ends on 1/31/25 Work you'll do As a Senior Consultant , you'll work with diverse global clients across… more
- Deloitte (Los Angeles, CA)
- Real Estate Technology - TRIRIGA Techno-Functional Senior Consultant Unlocking financial performance and enterprise value We work as trusted advisors to CFO's, ... other key executives to advise, implement, and deliver as-a service solutions, improving finance, and real estate operations, and...and other solutions. Work you'll do As a Senior Consultant you will: + Identify opportunities for efficiencies in… more
- Magellan Health Services (Beale AFB, CA)
- …assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and ... + Provides personal financial counseling and management services directly to service members and their...(AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). Must have over a… more
- Equitable (San Francisco, CA)
- …make a positive impact on the futures of individuals and businesses by offering financial services and products that address their evolving financial needs ... CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)) professional and Chartered Financial Consultant (ChFC). In partnership with Columbia University, Equitable… more
- Cargomatic (San Francisco, CA)
- …quality, and accessibility across finance-focused data projects + Act as a financial data consultant within the company, offering insights and guidance ... and freight transportation industry, dedicated to delivering data-backed, efficient, and reliable services to our customers. As we continue to grow, we're looking… more
- Robert Half Management Resources (Carlsbad, CA)
- Description A Management Resources client is seeking a highly skilled, experienced Senior Financial Analyst consultant with robust NetSuite expertise to join our ... provide more detailed and accurate reporting to management. Provide financial planning and analysis support to various functional leaders...Time Off (CTO) received varies based on years of service and is pro-rated based on the hours worked… more
- Robert Half (Los Angeles, CA)
- …of internship + Technical Skills Desired of an entry-level Internal Audit and Financial Advisory Consultant : + Advanced verbal and written communication skills, ... public accounting firm and does not issue opinions on financial statements or offer attestation services . JOB...opinions on financial statements or offer attestation services . JOB LOCATION CA PRO LOS ANGELES Protiviti (www.protiviti.com… more
- Deloitte (Costa Mesa, CA)
- Oracle EBS & PeopleSoft Financials Senior Consultant Today's chief financial officers (CFOs) and financial executives are being asked to improve business ... leaders like yourself to help pave the way for our clients and Oracle service line development. For our clients, our Oracle Financials Senior Consultants reduce cost… more
- Deloitte (San Diego, CA)
- Oracle Cloud Financials Consultant Today's chief financial officers (CFOs) and financial executives are being asked to improve business performance and ... leaders like yourself to help pave the way for our clients and Oracle service line development. For our clients, our Oracle Cloud Financials Consultants reduce cost… more