- Fidelity TalentSource LLC (Thousand Oaks, CA)
- Job Description: Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a ... which will allow your focus to remain where it matters most: providing investment solutions and growing relationships with a dedicated local advisor. The Expertise… more
- Fidelity TalentSource LLC (Santa Monica, CA)
- Job Description:Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and ... The Skills You BringAbility to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in… more
- Segal (Glendale, CA)
- …to service client needs. Performing as the primary or secondary consultant on Health Practice projects related to financial/actuarial modeling, pricing/rating or ... a privately owned, leading North American employee benefit, human resources and investment management consulting firm with over 80 years of history providing trusted… more
- Segal (Los Angeles, CA)
- …initiatives targeting existing and prospective clients in the Public Sector market.The Consultant guides client service teams and plays a proactive role in mentoring ... a privately owned, leading North American employee benefit, human resources and investment management consulting firm with over 80 years of history providing trusted… more
- Charles Schwab (Seal Beach, CA)
- …us "challenge the status quo" and transform the finance industry together._ As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and ... rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. **In addition to the salary range, this role is also… more
- Insight Global (Los Angeles, CA)
- …Committee, including monthly report of investment returns, draft meeting agendas, investment consultant reports, and any ad hoc materials. Ensure all new ... Job Description Employee works directly with the CIO and Investment Associate, and will have contact with the Trustees, Plans CEO, COO, investment consultants, … more
- Palo Alto Networks (Los Angeles, CA)
- …in their investment with Palo Alto Networks. As our Solutions Consultant Manager, you are the technical leader for your District Solutions Consulting team. ... just to name a few! **Your Career** The Solutions Consultant Manager is the evolution of the traditional Sales...key business imperatives and maximize the value of their investment with Palo Alto Networks. You will champion our… more
- Palo Alto Networks (Los Angeles, CA)
- …in their investment with Palo Alto Networks. As a Solutions Consultant you provide technical leadership and expertise and guidance in your customer's security ... just to name a few! **Your Career** The Solutions Consultant is the evolution of the traditional Sales Engineering...key business imperatives and ensuring value realization of their investment with Palo Alto Networks. You evangelize our industry… more
- Palo Alto Networks (Los Angeles, CA)
- …in their investment with Palo Alto Networks. As a Solutions Consultant you provide technical leadership and expertise and guidance in your customer's security ... push boundaries and help us all evolve, together. **Your Career** The Solutions Consultant is the evolution of the traditional Sales Engineering role, aligning how… more
- TIAA (Pasadena, CA)
- Supported with a robust array of resources and solutions, The Wealth Management Advisory Consultant is part of a team who partners with clients to identify their ... that help them work towards well defined financial objectives. The Advisory Consultant partners with their team to grow their collective book through client… more
- CBRE (Los Angeles, CA)
- Associate, Client Care - CBRE Investment Management Job ID 176731 Posted 26-Aug-2024 Service line REI Segment Role type Full-time Areas of Interest Investment ... of America, New York City - New York - United States of America CBRE Investment Management CBRE Investment Management is a leading global real assets … more
- City National Bank (Los Angeles, CA)
- **REGULATORY RELATIONS CONSULTANT ** **WHAT IS THE OPPORTUNITY?** Responsible for training and managing a team that will coordinate end-to-end regulatory activity ... with a financial institution such as a broker/dealer and/or registered investment adviser. + For Wealth Management Compliance roles, experience working within… more
- Deloitte (Los Angeles, CA)
- Full Time Tax Consultant - Mergers & Acquisitions Managing taxes is a critical part of an effective business strategy. As a tax consultant , you'll join our team ... role. Recruiting for this role ends on 12/15/24 Work you'll do As a tax consultant , you will work directly with clients, building a relationship as a trusted tax… more
- Deloitte (Los Angeles, CA)
- Senior Consultant - Payments Fraud Analytics and Data Science What you'll do Our practitioners have the opportunity to engage a diverse and challenging portfolio of ... money service businesses. Recruitment for this role ends 12/31/24. As a Senior Consultant , you will have opportunities to: + Apply data science, machine learning,… more
- Deloitte (Los Angeles, CA)
- Senior Consultant , Operations and Technology Transformation, Insurance, Tech/Functional What we do Operations and Technology Transformation delivers market leading ... sectors including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & Resources. Our… more
- Deloitte (Los Angeles, CA)
- Consultant , Operations and Technology Transformation, Guidewire Application Developer What we do Operations and Technology Transformation delivers market leading ... sectors including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & Resources. Our… more
- Deloitte (Los Angeles, CA)
- Operations & Technology Transformation Senior Consultant , Guidewire Data Migration - ETL Developer What we do Operations and Technology Transformation delivers ... sectors including Health Care & Life Sciences, Digital Banking & Payments, Investment & Wealth Management, Insurance, Telecom, Media and Energy & Resources. Our… more
- Financial Partners Credit Union (Long Beach, CA)
- **Position** : Financial Consultant **Requisition ID:** : 1564 **Job Summary:** As a Financial Consultant at our credit union, you will play a pivotal role in ... financial status, risk tolerance, and life stages to offer tailored non-deposit investment solutions. Regularly review and adjust plans to align with changing goals… more
- University of Southern California (Los Angeles, CA)
- … Investment DirectorApply (https://usc.wd5.myworkdayjobs.com/ExternalUSCCareers/job/Los-Angeles-CA University-Park-Campus/Alfred-E-Mann-Institute-- Investment ... a board seat for the USC company after the investment has been made). . Work closely with VCs,...years Preferred Skills: Experience at another endowment/foundation, pension fund, consultant or fund of funds in both public and… more
- Robert Half (Los Angeles, CA)
- JOB REQUISITION Internal Audit Strategy & Technology Enablement Senior Consultant LOCATION LOS ANGELES ADDITIONAL LOCATION(S) NEW YORK CITY JOB DESCRIPTION You ... for an Internal Audit Strategy & Technology Enablement Senior Consultant to join our grow ing team . What...We offer eligible employees a company 401(k) savings and investment plan with an employer match of 50% on… more
