- 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 ... of the world's largest providers of traditional and nontraditional solutions for companies that need financing and investors who...Fund Administration, you will act as a key tax advisor for our US regulated funds' business which is… 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 ... client's financial information while ensuring that clients understand the solutions being provided. + Maintain all appropriate training and continuing education… 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 ... Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional and...at the center of everything we do. As a Senior Wealth Advisor , you will partner closely… 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 ... making a significant impact on our business. As a Senior Home Lending Advisor in Chase Home...also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.… 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, ... and Product Development (Engineering) teams to help keep our solutions the best in the industry. + You will...the team** + 6+ years of experience as a senior sales/systems engineer, or practitioner who planned or implemented… more
- BMO Financial Group (Newport Beach, CA)
- …and care for the client through proactive delivery of holistic advice and solutions designed to meet the client's specific financial planning needs. Coordinates ... of subject matter experts to craft and execute creative solutions for the client. + Develops and executes the...with creation business proposals or presentations (eg relationship plans, financial plans and reviews) + Leads Annual Client Review… more
- Deloitte (Costa Mesa, CA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... to keep you buzzing! Work you'll do: As a Senior on our Partnership Solutions Group, Operational...plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate,… more
- Bank of America (Orange, CA)
- …of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor (CSA I), or Relationship Manager Business Owner Specialist ... Senior Banker Orange, California **Job Description:** At Bank...drive to deliver an experience that improves our clients' financial lives. + Is confident in identifying solutions… 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...calm and professional manner. * Analyze problems and establish solutions in a fast paced environment.Handle stressful situations and… more
- BMO Financial Group (Chino, CA)
- …a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that are tailor made for ... understanding and planning for what comes next._** A BMO Senior Premier Relationship Manager is charged with managing and...+ Acts as the primary client contact to uncover financial needs and provide meaningful solutions in… more
- Wells Fargo (Woodland Hills, CA)
- …attention to detail to thrive in a dynamic environment. + Act as an advisor to senior leadership to develop or influence objectives, plans, specifications, ... to senior leadership on implementing innovative and significant business solutions that are large scale, cross functional, or companywide strategies within… 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, ... key executives to advise, implement, and deliver as-a service solutions , improving finance, shared service and real estate operations,...role ends on 12/15/2024 Work you'll do As a Senior Consultant , you'll work with diverse global clients… 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)...overall technology strategy by analyzing a wide variety of solutions , selecting the most relevant tools/techniques to meet specific… more
- WSP USA (Irvine, CA)
- …+ Collaborate with professionals from a variety of disciplines to provide "trusted advisor " service and future ready solutions for clients. + Exercise ... This Opportunity **WSP in the US is** seeking a ** Senior Vice President, Plumbing Engineer** for our **Los Angeles...suite of benefits focused on a providing health and financial stability throughout the employee's career. These benefits include… more
- JPMorgan Chase (Irvine, CA)
- …for employer immigration sponsorship. JPMorgan Chase & Co., one of the oldest financial institutions, offers innovative financial solutions to millions of ... Be a trusted advisor to our Commercial Bank clients. Manage multiple...cash management products and services. As a Client Service Senior Associate in the Commercial Bank, you will resolve… 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
- 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 ... solutions to some of the world's most well-known and...an experienced SAP treasury transformation and treasury technology delivery Senior Consultant to join our treasury advisory practice to… 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
