- PIMCO (Newport Beach, CA)
- …leader and trusted advisor to our clients.Role SummaryWe are seeking a Senior Vice President to join our Tax team. The primary responsibilities of the team ... Reporting to the Head of Fund Administration, you will act as a key tax advisor for our US regulated funds' business which is comprised of more than 200 different… more
- City National Bank (Woodland Hills, CA)
- ** FINANCIAL ADVISOR SENIOR ** **WHAT IS THE OPPORTUNITY?** The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of ... clients, prospects and colleagues on a regular basis providing asset management, financial planning, and brokerage services advice. Less experienced Financial … more
- Citigroup (Fullerton, CA)
- …the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) and ... at the center of everything we do. As a Senior Wealth Advisor , you will partner closely...closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients,… more
- JPMorgan Chase (Anaheim, CA)
- Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending ... to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a...making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home… more
- Atria Wealth Solutions (Riverside, CA)
- …Services, LP (CFS) , in its partnership with Altura Credit Union, is seeking a Financial Advisor to assume responsibility for an existing book of business and ... more about Altura Credit Union, visit www.alturacu.com. As a Financial Advisor your responsibilities include, but are...the future of wealth management with the open-minded agility, senior -level access, and expert technology to help get you… more
- Atria Wealth Solutions (Riverside, CA)
- …LLC, CUSO Financial Services, LP (CFS) is helping in their search for a Financial Advisor via this posting on our website. Wescom Financial Services, LLC ... is seeking a Financial Advisor in the Riverside CA area. We value and...the future of wealth management with the open-minded agility, senior -level access, and expert technology to get there. We… more
- Proofpoint (Irvine, CA)
- …**The Role** Proofpoint is seeking an experienced and dynamic Enterprise Security Advisor /Architect to focus on Information Protection (Endpoint DLP, ITM, CASB, Web, ... you bring to the team** + 6+ years of experience as a senior sales/systems engineer, or practitioner who planned or implemented Information Data Protection and/or… more
- BMO Financial Group (Newport Beach, CA)
- …of holistic advice and solutions designed to meet the client's specific financial planning needs. Coordinates and integrated team of subject matter experts to ... Leads / assists with creation business proposals or presentations (eg relationship plans, financial plans and reviews) + Leads Annual Client Review with team members… more
- Raymond James Financial, Inc. (Newport Beach, CA)
- …including setup and maintenance. * May participate in live meetings with the Financial Advisor and their respective client(s). * Manages budgeting and tracking ... of Financial Advisor expenses. * Creates reports to build more practice efficiencies, identify key practice performance metrics, and helps implement processes to… more
- Deloitte (Costa Mesa, CA)
- …an IT Strategy Senior Consultant, you will serve as a trusted advisor to corporate and private equity clients. Deloitte's Senior Consultants are ... M&A IT Strategy and Diligence Senior Consultant The US M&A and Restructuring (M&A/R)...client requirements such as business case, pricing, or complex financial and technical analysis, and interpreting and reporting on… more
- BMO Financial Group (Chino, CA)
- **_The mission of Premier Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes next._** A BMO ... Senior Premier Relationship Manager is charged with managing and...partners with multiple branch locations and a team of financial advisors to identify new opportunities and deliver a… more
- WSP USA (Irvine, CA)
- This Opportunity **WSP in the US is** seeking a ** Senior Vice President, Plumbing Engineer** for our **Los Angeles office.** This position can also be located out of ... the **Irvine office or Riverside office.** **The Senior Vice President** shall provide and participate in decision...professionals from a variety of disciplines to provide "trusted advisor " service and future ready solutions for clients. +… more
- Stantec (Irvine, CA)
- Senior Bridge Engineer - ( 240002A6 ) **Description** When faced with an impasse, do you look to bridge the gap? Our Bridges Team does too. From local bridge ... your career goals. **Your Opportunity** The role of a Senior Structural Engineer is to lead engineering teams on...Structural Engineer will provide direct supervision; act as an advisor and may become actively involved, as required, to… more
- JPMorgan Chase (Irvine, CA)
- Be a trusted advisor to our Commercial Bank clients. Manage multiple relationships with our clients to help provide support for any issues that may arise with the ... complex treasury and cash management products and services. As a Client Service Senior Associate in the Commercial Bank, you will resolve client requests while… more
- Deloitte (Costa Mesa, CA)
- …Performance Oracle EPM Senior Consultant Finance & Performance - Unlocking financial performance and enterprise value We work as trusted advisors to CFO's, ... role ends on 12/15/2024 Work you'll do As a Senior Consultant , you'll work with diverse global clients...Our Finance & Performance team works as a trusted advisor to CFOs, COOs, CIOs, and key executives. We… more
- Deloitte (Costa Mesa, CA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... players. Does this describe your background? If you're a senior leader who wants to play in the big...we have an exciting opportunity for you as a Senior Tax Manager on our growing team! Work you'll… more
- Deloitte (Costa Mesa, CA)
- …in the United States specializing in audit , tax , consulting , and financial advisory services with clients in more than 20 industries. We provide powerful business ... looking for an experienced SAP treasury transformation and treasury technology delivery Senior Consultant to join our treasury advisory practice to help drive growth… more
- Deloitte (Costa Mesa, CA)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... have an exciting opportunity for you as a Tax Senior on our growing team! What You'll Do As...to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from… more
- Deloitte (Costa Mesa, CA)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... we have an exciting opportunity for you as a Senior Tax Consultant on our growing team! Work You'll...on our growing team! Work You'll Do As a Senior Tax Consultant, you will work within an engagement… more
- Deloitte (Costa Mesa, CA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... of experience and knowledgeable industry professionals! What you'll do As a Senior within the Sustainability, Climate and Equity: Renewable Energy practice, you will… more
