- Fidelity TalentSource LLC (Dublin, CA)
- Job Description: Financial Services Representative Have a passion for helping people? Join our team of Financial Services Representative where you ll have ... of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training...What to expect\u2026In your first year as a new Financial Services Representatives, your onboarding leader will support you… more
- Fidelity TalentSource LLC (San Jose, 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 ... create complex financial plans, then join a team that is a...engage face-to-face with your customers, offering guidance and personalized planning , while helping extend the reach of the firm's… more
- Fidelity TalentSource LLC (San Jose, CA)
- …We re Looking ForEffectively utilizing Fidelity s guidance tools, you engage in financial planning discussions by presenting solutions and service offerings that ... Job Description:Investment Consultant You joined the financial services industry to make a difference in...your sound judgment, keen knowledge of products, and Fidelity\u2018s planning tools. Instead of spending your time sourcing new… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …Certified Financial Planner (CFP) studies. Responsibilities: + Evaluate client financial planning materials for accuracy + Participate in client meetings, ... prepare notes, and follow-up actions + Enter data into financial planning software + Collaborate with Advisors to develop client strategies + Prepare client… more
- San Jose State University (San Jose, CA)
- …and procedures to achieve goals and priorities. + Demonstrated record of successful financial planning , budgeting, and fiscal management including the ability to ... Senior Associate Vice President for Facilities, Development and Operations...of real estate development including property assessment, project feasibility, planning , financial , real estate transaction, and development… more
- Cadmus (Oakland, CA)
- **Overview** **What You'll Be Doing** Cadmus is seeking a Quantitative Energy Associate to join the Energy Services Division. The Energy Division team at Cadmus ... of focus for this position are: + Establishing the financial value of energy efficiency, renewable energy, and load...support of cost effectiveness for program evaluation and resource planning . Candidates should have interest and knowledge in the… more
- Robert Half Finance & Accounting (San Ramon, CA)
- … stability and resilience. Key Responsibilities: + Validate and evaluate client-based financial planning materials. + Engage in client meetings, compile summary ... Yuzo Shimura on LinkedIn at Robert Half Title: Senior Associate Advisor Location: San Ramon; Hybrid Salary: $90k-$110k +...notes, and manage resulting actions. + Input data into financial planning software and cultivate client strategies… more
- Grant Thornton LLP (San Jose, CA)
- Tax Transfer Pricing Senior Associate As the Tax Transfer Pricing Senior Associate , a national business line role, you'll be responsible for the preparation and ... may include: Leading client engagements from start to finish, which includes planning , executing, directing, and completing tax and transfer pricing projects and… more
- KPMG (Santa Clara, CA)
- **Business Title:** Tax Associate , State and Local Tax | Multiple Locations Summer/Fall 2025 **Requisition Number:** 115798 - 13 **Function:** Tax Services **Area of ... as a firm. KPMG is currently seeking a Tax Associate to join our State & Local Tax practice....(income/franchise, sales/use, excise and property tax) including compliance, consulting, planning and controversies + Assist clients with business tax… more
- Northrop Grumman (Sunnyvale, CA)
- …Analyst (PCA), Contracts Analyst, Pricing Analyst, Rates Analyst, Budget Analyst, Financial Planning Analyst, Accounting Analyst, Scheduling Analyst, or an ... Northrop Grumman brings informed insights and software-secure technology to enable strategic planning . We're looking for innovators who can help us keep building on… more
- KPMG (Santa Clara, CA)
- **Business Title:** Tax Associate , Business Tax Services - Commercial Japanese Practice | Santa Clara Summer/Fall 2025 **Requisition Number:** 118058 - 13 ... as a firm. KPMG is currently seeking a Tax Associate for our Commercial Japanese practice in Business Tax...a full spectrum of corporate tax services, including compliance, planning and research + Prepare corporate tax returns for… more
- Robert Half Finance & Accounting (Pleasanton, CA)
- …advisor (RIA) firm that specializes in providing comprehensive wealth management and financial planning services to both individuals and organizations. Key ... please contact Yuzo Shimura on LinkedIn at Robert Half Title: Client Service Associate Location: Pleasanton Salary: 75k-85k About the Company: The company is a… more
- Huntington Ingalls Industries (Mountain View, CA)
- …choices; wellness resources; employee assistance programs; Savings Plan Options (401(k)); financial planning tools, life insurance; employee discounts; paid ... Who we are: HII - Mission Technologies is seeking an Acquisition and Business/ Financial Management Specialist in the Mountain View, CA area who will aid the… more
- San Jose State University (San Jose, CA)
- …telecommute as scheduled) Job Summary Under the general direction of the Senior Associate Vice President of Finance and Business Services, the University Bursar ... in order to provide exceptional customer service in all aspects of Student Financial Services and University Collections. Manage all phases of the Student Accounts,… more
- San Jose State University (San Jose, CA)
- …Faculty hiring and appointments using applicable campus applications. + Confers with Associate Dean, MS Finance Program Director, and appropriate campus offices ... reports related to school's budgets. + Proficient in SJSU applications: (eg Financial Transaction Services (FTS), Common Finance System (CFS), SJSU@Work, MySJSU,… more
- Walmart (Sunnyvale, CA)
- …horizontal interconnectedness inside the team within global tech and across product, finance , and business cross functional partner groups. + Creates avenues for ... improving associate 's engagement and opportunities to grow, learn and innovate....that meet business objectives and ensure compliance. + Monitoring financial data and recommending solutions + Coordinating with the… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- … financial analyses on a wide range of investment, tax, estate and financial planning topics + Perform general research in areas of investments, income ... in assets under management. They are seeking a new Associate Wealth Advisor to join the team. Responsibilities include:...tax planning , estate planning , impact of recent regulations, and financial … more
- Renesas (San Jose, CA)
- Staff Mergers & Acquisition Specialist Job Description As a Corporate Development M&A Associate at Renesas Electronics America Inc., you will play a pivotal role in ... the fit of opportunities relative to Renesas' internal strategic goals. 2. ** Financial Modeling:** Utilize financial modeling and forecasting techniques to… more
- San Jose State University (San Jose, CA)
- …At-Will, Full Time, Marketing/Communications Job Summary Reporting to the Senior Associate Vice President for University Marketing and Communications (SAVP), the ... Direct projects submitted through project request form or alternative methods to Senior Associate Vice President, UMC and leadership team to assign to members of UMC… more
- H&R Block (Pleasanton, CA)
- …returns (individual, trust, partnership) + 5+ years of experience in accounting, finance , bookkeeping or tax + Experience conducting virtual tax interviews + ... Experience with tax planning and audit support + Sales and/or marketing experience...help associates plan for their unique health, wellbeing and financial wellness needs. + **Employee Assistance Program** with Health… more
