- Equitable (Irvine, CA)
- Financial Professional - CA, Irvine (5113) ( 240000BO ) **Primary Location** : UNITED STATES-CA-Irvine **Organization** : Equitable Advisors **Description** ... successful completion of PEP, you will be eligible to become a 20 th Edition Financial Professional and, in that role, you can choose to be compensated in one of… more
- Bankers Life (Riverside, CA)
- Financial Services Professional - Hybrid Experience Location: Riverside, CA, United States Job Category: Financial Representative Posted: 13-Jul-2023 Job ... Trust Services Wealth Management - Retirement Solutions As a Bankers Life Financial Services Professional Expect To: 1. Build - Develop a client base by growing… more
- Thrivent Financial (Irvine, CA)
- …part of the communities where clients live, work and worship. Whether you're a seasoned financial professional or looking for a career change, you could be a ... Thrivent Financial Advisor Meaningful work. Rewarding career. Make an...medical plans. + Ongoing support, training and opportunity for professional growth. + Well-being programs to help you manage… more
- Equitable (Irvine, CA)
- …and supervision. In addition, the District Manager will exemplify the successful financial professional profile by maintaining a sound, profitable personal and ... Financial Sales Manager - CA, Irvine, LA, Ventura...can look forward to the opportunity for a satisfying professional future. Equitable Advisors is a dynamic and growing… more
- Bankers Life (Riverside, CA)
- …Services - Trust Services Wealth Management - Retirement Solutions As a Bankers Life Financial Services Professional Expect To: 1. Build - Develop a client base ... positions within local branch structure. What makes a great Financial Services Professional ? 1. Informative - Ability to present complicated concepts effectively… more
- TIAA (Irvine, CA)
- …Sedentary Work **Career Level** 7IC + 3+ years of client service or financial sales experience preferred + Professional designation strongly desired: CLU, ChFC, ... The Financial Consultant provides in person and virtual counseling...participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products… more
- Southern California Institute of Technology (Anaheim, CA)
- …institution and contribute to the success of our students. If you are a dedicated financial professional with a passion for education, we encourage you to apply. ... Position Description The Associate Controller plays a pivotal role in ensuring the financial health and compliance of the institution. Working closely with the CFO… more
- Edward Jones (Oceanside, CA)
- **Job Overview** **If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... services industry + Financial services and/or sales experience + Financial services registration, licensing, or certification + Professional and/or military… more
- Southern California Institute of Technology (Anaheim, CA)
- …questions, inquiries and requests from students and parents. + Exercise independent professional judgement to counsel students on financial aid packages based ... + Bachelor's degree or higher + At least 5 years of professional experience in financial aid. Preferably in a managerial or leadership role at an accredited… more
- ATS Automation (Irvine, CA)
- …diploma or degree specializing in accounting, finance or equivalent. + A professional financial designation such as Chartered Accountant (CA), Chartered ... Controller is responsible for division risk management responsibilities including financial , legal, and overall business performance. The Divisional Controller is… more
- Edwards Lifesciences (Irvine, CA)
- …operational excellence in managing the work of US Sales Training and professional education areas within Surgical BU including financial budget responsibilities. ... Oversee the professional development of the individuals on the team through coaching, educational/development resources, and general leadership. Develop a robust talent development plan in alignment with functional growth strategies of the department +… more
- Sedgwick (Orange, CA)
- …meaningful, each and every day. It's having support for your mental, physical, financial and professional needs. It means sharpening your skills and growing ... diverse and comprehensive benefits to take care of your mental, physical, financial and professional needs. **ARE YOU AN IDEAL CANDIDATE?** We are looking for… more
- EFI Global (Anaheim, CA)
- …diverse and comprehensive benefits to take care of your mental, physical, financial , and professional needs.** **ESSENTIAL RESPONSIBLITIES MAY INCLUDE** + ... to customers that caring counts(R). Each of our more than 700 professional engineers, fire investigators, architects and scientists was selected for their technical… more
- Sedgwick (Orange, CA)
- …meaningful, each and every day. It's having support for your mental, physical, financial and professional needs. It means sharpening your skills and growing ... claims to the excess carrier; responds to requests of directions in a professional and timely manner. + Communicates claim activity and processing with the claimant… more
- Sedgwick (Brea, CA)
- …meaningful, each and every day. It's having support for your mental, physical, financial and professional needs. It means sharpening your skills and growing ... client. + Maintains contact with the client on claims and promotes a professional client relationship; makes recommendations to client as suggested by the claim… more
- DT Professional Services (Corona, CA)
- Job Summary: DT Professional Services seeks a full-time, Business Line Director - Professional Services in a hybrid capacity in Corona, CA. The ideal candidate ... for Technology Services products and services. The Business Line Director - Professional Services is responsible for executing the growth plans of the business… more
- Sedgwick (Orange, CA)
- …meaningful, each and every day. It's having support for your mental, physical, financial and professional needs. It means sharpening your skills and growing ... medical claims and/or defined period medical claims. + Maintains professional client relationships. **ADDITIONAL FUNCTIONS and RESPONSIBILITIES** + Performs other… more
- Sedgwick (Orange, CA)
- …meaningful, each and every day. It's having support for your mental, physical, financial and professional needs. It means sharpening your skills and growing ... your career. And it means working in an environment that celebrates diversity and is fair and inclusive. A career at Sedgwick is where passion meets purpose to make a positive impact on the world through the people and organizations we serve. If you are… more
- Deloitte (Costa Mesa, CA)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional Engineer ... Preferred: + Advanced degree such as Masters of Tax, JD, and/or LLM + Experience with tax technical research (eg, CCH, Hein, Lexis, RIA, etc.) + Experience with Federal or State and Local C&I + Experience with sustainability technologies or environmental… more
- Deloitte (Costa Mesa, CA)
- …role and business approval: + Licensed attorney + Enrolled Agent + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Professional ... Engineer Preferred: + Big 4 or large CPA firm experience + Advanced degree such as MST, MAcc, LLM, or JD + Proven leadership skills demonstrating strong judgment, problem-solving, and decision-making abilities + Demonstrated effective research, and verbal and… more