- 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
- Robert Half Finance & Accounting (Marin County, CA)
- …and great perks. What You'll Do + Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial ... services firm committed to exceptional wealth management and financial planning. With a holistic , client-first approach,...fostering personal well-being. This is a great opportunity to lead client relationships while growing your career in a… more
- US Bank (Los Angeles, CA)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... at-all from Day One. **Job Description** The Wealth Management Advisor (WMA) position is the investment planning and investment...is the investment planning and investment and insurance products lead on the Wealth Management Team. The WMA is… 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
- Umpqua Bank (CA)
- …of balancing business development and asset quality. Provenability to constructively work within ( lead ) a team in effort to deliver holistic , customized banking ... independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Umpqua, we believe the best way forward is… more
- JPMorgan Chase (San Francisco, CA)
- …to offer. As a Market Director within JPMorgan Private Client, you will lead and develop a team of highly skilled, office-based Relationship Managers. These managers ... proven track record in building an omni-channel business aimed at meeting the financial needs of affluent clients. You will be responsible for promoting the delivery… 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
- Google (Sunnyvale, CA)
- …benefits. Learn more about benefits at Google (https://careers.google.com/benefits/) . + Lead Technical Infrastructure (TI) investment strategy and financial ... equivalent practical experience. + 14 years of experience in Financial Planning and Analysis (FP&A), consulting, or a related...processes, the Finance organization is an important partner and advisor to the business. The US base salary range… more
- Microsoft Corporation (Los Angeles, CA)
- …against Microsoft's obligations relative to supporting the partnership, and own the holistic rhythm of business (ROB), priority setting, joint business planning, and ... compliance with guidelines. Responds to feedback from audits and solves past financial reconciliation. + Drafts and shares reports, with guidance from other account… more
- Walmart (Sunnyvale, CA)
- …strategy development, strategic planning, stakeholder consensus building, project management, and financial management. The role requires a deep understanding of the ... decision-making and coordination skills in ambiguous situations. Act as a trusted advisor , influencing stakeholders to act on product and technology matters with an… more
- US Bank (San Francisco, CA)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... Sales & RM, Product, and Strategy teams *Join Sales teams in client meetings, lead strategic dialogues on global transactions needs, and act as a trusted advisor… more
- Danaher Corporation (Carlsbad, CA)
- …objectives. This person will need to be a proven leader and key advisor on future sales initiatives and opportunities. The role requires leading and maintaining ... growth for all product lines within the defined region. Lead a team of regional managers and their associates...performing sales team, focused on extreme urgency and a holistic sense of accountability to the entirety of the… more
- Palo Alto Networks (Santa Clara, CA)
- …account with over 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities - just to name a ... environment, threat landscape and is seen as a strategic advisor - Correlate technical designs with customer experience to...needs or fill a gap in the market - Lead building product roadmap and drive long term product… more
- Palo Alto Networks (Santa Clara, CA)
- …account with over 1,000 eligible items selected by employees, our mental and financial health resources, and our personalized learning opportunities - just to name a ... environment, threat landscape and is seen as a strategic advisor - Correlate technical designs with customer experience to...needs or fill a gap in the market - Lead building product roadmap and drive long term product… more
- Walmart (San Bruno, CA)
- …the value chain to achieve desired outcomes across international markets. Lead cross-functional strategic technology focused initiatives and encourage team to ... with ability to connect seemingly unconnected parties; Influencing styles. To lead discussions with varying viewpoints confidently. Influence diverse audiences using… more