- Southern California Edison (Tulare, CA)
- Join the Clean Energy Revolution Become a Planning Advisor at Southern California Edison (SCE) and build a better tomorrow. In this job, you'll be responsible ... and designing or contributing to the success of large-scale projects. As a Planning Advisor , your work will help power our planet, reduce carbon emissions and… more
- Bank of America (Carmel, CA)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Honolulu/Merrill-Experienced-Financial- Advisor \_24007333) **Job Description:** Merrill Wealth Management is a leading… more
- Edward Jones (Fresno, CA)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide...FINANCIAL PLANNER (TM) and/or CRPC (TM) or Chartered Retirement Planning Counselor (TM) Read More About Skills/Requirements **Awards &… more
- JPMorgan Chase (Fresno, CA)
- …best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning ... skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated...key partners + Demonstrated ability and commitment to goals-based planning and advice + A valid and active Series… more
- US Bank (Carmel, CA)
- …what you excel at-all from Day One. **Job Description** The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance ... applicable state insurance license Preferred Skills/Experience - Considerable knowledge in financial planning , including but not limited to goals based planning ,… more
- CDM Smith (Fresno, CA)
- …compliance with company policies and procedures. This role will be an advisor to business leaders for matters regarding talent initiatives, employee relations, ... employment, compensation, benefits, employee relations, engagement, workforce and succession planning , employee development, performance management, organizational development, HRIS, recruitment… more
- Deloitte (Fresno, CA)
- …assist in client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client. The ... business owners. We provide comprehensive, independent, and objective wealth transfer planning advice, and help clients make more informed, strategic decisions… more
- Deloitte (Fresno, CA)
- …are relevant for public and private companies, including tax compliance, tax planning , tax controversy, and tax research. Responsibilities Will Include: + Performing ... work papers. + Coordinating with client's tax and finance departments on tax planning and compliance data gathering. + Performing detailed review of income tax… more
- Deloitte (Fresno, CA)
- …lead client meetings on compliance and consulting projects related to tax planning opportunities and the tax implications of transactions to the client. ... business owners. We provide comprehensive, independent, and objective wealth transfer planning advice, and help clients make more informed, strategic decisions… more
- Deloitte (Fresno, CA)
- …NFTS service offering has been developed and built as a result of a tax planning idea, a marketplace driver, or a technological innovation - all with the purpose of ... have always had the work-hard/play-hard mentality. NFTS service lines provide tax planning for the largest organizations across all industries. In the Strategic… more
- Air National Guard Units (Fresno, CA)
- …Officer of the Logistics Readiness Squadron/Flight. Functions as the technical advisor as well as the supervisor of logistics readiness operations including ... but not limited to: readiness; logistics planning ; resource management; supply and transportation support; procedures and systems; etc. Provides training to unit… more
- Deloitte (Fresno, CA)
- …NFTS service offering has been developed and built as a result of a tax planning idea, a marketplace driver, or a technological innovation - all with the purpose of ... have always had the work-hard/play-hard mentality. NFTS service lines provide tax planning for the largest organizations across all industries. In the Strategic… more
- Deloitte (Fresno, CA)
- …leading teams, delivering work and designing the work effort + Emerging business advisor , Project/Workstream Manager, Leader of others, sales support. + You will be ... our leadership team which means you will be required to help with the strategic planning and growth of our practice by actively participating in the sales process. +… more
- Scholastic (Fresno, CA)
- …building strong customer relationships to maintain Fair rebooking rates. Sharp planning skills will minimize cancellations and optimize event schedules, ensuring ... and influencers within customer organizations. + Act as a trusted advisor to customers, providing expert guidance, product recommendations, and solutions to… more
- Deloitte (Fresno, CA)
- …efficient tax function that enhances the core responsibilities of compliance, reporting and planning , while also positioning tax as a strategic business advisor ... for the digital era. We specialize in tax and can effectively address a corporate tax function's unique needs, requirements and obligations. As technology specialists, we help clients make appropriate technology choices for both direct and indirect taxes… more
- Deloitte (Fresno, CA)
- …is relevant for public and private companies and range from tax planning to tax compliance, controversy and risk management, specialized services including research ... + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such… more