- Stanford Health Care (Palo Alto, CA)
- …America) **This is a Stanford Health Care job.** **A Brief Overview** The Financial Counselor Coordinator is responsible for screening uninsured and underinsured ... programs to cover medical expenses. Information is gathered through a patient financial interview which includes a review of hospital charges, the patient's… more
- HUB International (San Jose, CA)
- …Conduct client meeting with the goal to communicate, educate, and engage employees on financial literacy resources. + Recruit, build and lead clients to achieve ... currently owned by a group of investors led by lead investor Hellman & Friedman, one of the world's...funds of all time. **Position Summary:** The HUB FinPath Financial Coach works with employees by analyzing the employees'… more
- Bank of America (San Jose, CA)
- …business-related field. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Merrill Financial Solutions Advisor - Silicon Valley Capital Market...**Desired Qualifications:** + Proven ability to partner and promote lead generation. + Experience balancing investment management, sales activities,… more
- Bank of America (San Jose, CA)
- …client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles,...strongly preferred + Proven ability to partner and promote lead generation. + Experience balancing investment management, sales activities… more
- Deloitte (San Jose, CA)
- …strategies and roadmaps that clients can utilize to deliver business value + Develop financial models depicting both the financial obligation and future value of ... and development in a variety of ways, including: + Engagement Management: Lead engagement planning and budgeting; mobilize and manage engagement teams; define… more
- Deloitte (San Jose, CA)
- JD Edwards Supply Chain - Manager Today's chief financial officers (CFOs) and financial executives are being asked to improve business performance and ... with top decision makers at key clients; organize and lead pursuit teams; participate and lead aspects...proposal pricing strategies. + People Development: Perform role of counselor and coach; provide input and guidance into the… more
- Deloitte (San Jose, CA)
- Oracle Cloud SCM - Senior Consultant Today's chief financial officers (CFOs) and financial executives are being asked to improve business performance and ... with top decision makers at key clients; organize and lead pursuit teams; participate and lead aspects...proposal pricing strategies. + People Development: Perform role of counselor and coach; provide input and guidance into the… more
- Deloitte (San Jose, CA)
- Today's chief financial officers (CFOs) and financial executives are being asked to improve business performance and shareholder value, along with operational ... with top decision makers at key clients; organize and lead pursuit teams; participate and lead aspects...proposal pricing strategies. + People Development: Perform role of counselor and coach; provide input and guidance into the… more
- Deloitte (San Jose, CA)
- …will end on 9/11/2024 Work you'll do As an IT Strategy Manager, you will lead and deliver complex client engagements that help refine the client's IT strategy with a ... and developing add-on sales opportunities. + Performing role of counselor and coach; actively participate in staff recruitment and...at least 10+ IT diligence projects for strategic or financial clients. + Minimum of a Bachelor's degree and… more
- Deloitte (San Jose, CA)
- Today's chief financial officers (CFOs) and financial executives are being asked to improve business performance and shareholder value, along with operational ... with top decision makers at key clients; organize and lead pursuit teams; participate and lead aspects...proposal pricing strategies. * People Development: Perform role of counselor and coach; provide input and guidance into the… more
- Deloitte (San Jose, CA)
- …and serve clients holistically. + People Development: Perform role of counselor and coach; participate in the staffing process and retention activities. ... + Business Development: Develop and maintain contacts, organize and lead pursuit teams; contribute to business development. Qualifications Required: + Ability to… more