- Fidelity TalentSource LLC (Brea, 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
- Charles Schwab (Brea, 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
- Deloitte (Costa Mesa, 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 (Costa Mesa, 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 (Costa Mesa, 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 (Costa Mesa, 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
- AccentCare, Inc. (Orange, CA)
- Overview Find Your Passion and Purpose as a Hospice Care Consultant Coverage Territory: Orange, CA Reimagine Your Career in Hospice As a medical professional, you ... Years of Experience What You Need to Know Our Investment in You We are committed to offering comprehensive...for patient-facing employees Qualifications Be the Best Hospice Care Consultant You Can Be If you meet these qualifications,… more
- Principal Financial Group (Costa Mesa, CA)
- **What You'll Do** As a **New Business Consultant ** , you'll collaborate closely with local financial professionals and home office partners, to provide a high level ... and Green Card for Employment-Based Immigrants (https://www.uscis.gov/green-card/green-card-eligibility/green-card-for-employment-based-immigrants) ** Investment Code of Ethics** For Principal Global… more
- Charles Schwab (Seal Beach, CA)
- …supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab ... on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and… more
- Charles Schwab (Newport Beach, CA)
- …but is not limited to: retirement planning, education planning, investment management, estate planning, equity compensation, deferred compensation, active investing, ... + _Tuition reimbursement_ + _Health, dental, and vision insurance_ Investment Professionals' Compensation | Charles Schwab (https://www.schwab.com/legal/compensation-advice/ investment -professionals-compensation)… more
- Deloitte (Costa Mesa, CA)
- …the capability to leverage them to the fullest. We are often amazed at how much investment is put into new solutions as compared with the time taken to upskill the ... HR organization itself. After all, it's the HR professionals who are truly impacting and delivering the customer experience. Working with Deloitte enables you to focus on building the culture and capabilities you need to deliver for the future so that they… more
- Deloitte (Costa Mesa, CA)
- …transfer pricing, the section 41 research credit, and the section 48 investment tax credit. Our Federal Tax Controversy specialists serve clients ranging from ... Fortune 100 C-corporations to sophisticated private equity funds and individuals. Our team is committed to leveraging our research and advocacy expertise to achieve the best possible outcomes for our clients. Qualifications Required + 3+ years of tax… more
- Deloitte (Costa Mesa, CA)
- …real estate funds, then we have an exciting opportunity for you as a Senior Tax Consultant on our growing team! Work You'll Do As a Senior Tax Consultant , you ... in accounting and taxation to provide tax compliance and consulting services to investment management clients. You will identify complex tax issues and provide tax… more
- City National Bank (Long Beach, CA)
- …exposure. + May serve as a product specialist acting as a technical consultant to clients and Relationship Managers in various business segments and geographic ... 2024. Founded in 1954, City National provides personalized banking, investment and trust services in select markets including Los...DC and Miami.* In addition, the company and its investment affiliates manage or administer $96.83 billion in client… more
- Siemens (Cypress, CA)
- …and implementing plans to grow, develop, and manage contractor, consultant , developer, and end-user relationships; capitalize on sales opportunities within ... and the standard construction channel + Act as a consultant to multiple levels of the customer's organization by...+ Consult with the customer and determine budgeting and investment requirements. + Position Siemens as an industry leader… more
- Siemens (Cypress, CA)
- …and implementing plans to grow, develop, and manage contractor, consultant , developer, and end-user relationships; capitalize on sales opportunities within ... and the standard construction channel. + Act as a consultant to multiple levels of the customer's organization by...+ Consult with the customer and determine budgeting and investment requirements. + Position Siemens as an industry leader… more
- Siemens (Cypress, CA)
- …and implementing plans to grow, develop, and manage contractor, consultant , authority having jurisdiction, developer, and end-user relationships; capitalize on ... and the standard construction channel. + Act as a consultant to multiple levels of the customer's organization by...+ Consult with the customer and determine budgeting and investment requirements. + Position Siemens as an industry leader… more
- Bechtel Corporation (Riverside, CA)
- …Manufacturing and Technology markets. Our services span from initial planning and investment , through start-up and operations. Core to Bechtel is our Vision, Values ... in communicating project status and updates to Client, legal representatives, consultant staff, residents, and project stakeholders. + Support coordination with… more
- Bechtel Corporation (Riverside, CA)
- …Manufacturing and Technology markets. Our services span from initial planning and investment , through start-up and operations. Core to Bechtel is our Vision, Values ... in communicating project status and updates to Client, legal representatives, consultant staff, residents, and project stakeholders. + Support coordination with… more
