- USAA (Alhambra, CA)
- …sales strategies through training and sustainment activities designed to increase specialist effectiveness to meet member needs and business goals. We offer ... to enhance product and service offerings to members and increase specialist product knowledge. Identifies and coordinates the life-cycle training needs of… more
- Wells Fargo (Newport Beach, CA)
- …this role:** Wells Fargo is seeking a Divisional Financial Advisor Recruiting Specialist to join our Advisor Recruiting team within Wealth and Investment Management. ... Advisors channels. As part of Advisor Recruiting, the Divisional Recruiting Specialist is responsible for supporting the recruitment of quality, experienced… more
- Deloitte (Costa Mesa, CA)
- Tired of Tax Compliance and Busy Season? You've earned your stripes as a tax specialist and tapped into the world of cutting-edge tax technology. You are not an ... Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as master's in science of… more
- Deloitte (Costa Mesa, CA)
- Tired of Tax Compliance and Busy Season? Are you a tax specialist with experience in federal/tax and or partnership tax compliance who is frustrated with the ... Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as master's in science of… more
- BMO Financial Group (Newport Beach, CA)
- …requirements. + Operates at a group/enterprise-wide level and serves as a specialist resource to senior leaders and stakeholders. + Applies expertise and thinks ... Experience dealing with HNW clients and equivalent knowledge base. + Certified Financial Planner is preferred. + Broad knowledge of all facets of wealth management.… more
