- H&R Block (Cupertino, CA)
- **557326BR** **Title:** Associate Client Advisor - Small Bus & Tax **What you'll do ** **:** Applies principles of accounting to analyze financial ... Excel including ability to use macros, pivot tables, and query **Posting Title:** Associate Client Advisor - Small Bus & Tax **Sponsored Job:** \#LI-KM2… more
- H&R Block (Redwood City, CA)
- **524379BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to ... about their lives, careers, businesses and money, you'll build client relationships that will grow stronger every year. Joining...stronger every year. Joining **Block Advisors** as a **Tax Advisor ** means you'll serve clients with diverse tax and… more
- H&R Block (Cupertino, CA)
- **524719BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to ... about their lives, careers, businesses and money, you'll build client relationships that will grow stronger every year. Joining...stronger every year. Joining **Block Advisors** as a **Tax Advisor ** means you'll serve clients with diverse tax and… more
- JPMorgan Chase (San Francisco, CA)
- Unlock your potential as a Client Associate at JP Morgan Advisors, where you'll be at the heart of delivering exceptional wealth management services to ... make your mark by delivering high-quality support and innovative financial solutions. As a Client Associate within the JPMorgan Advisors team, you will play a… more
- JPMorgan Chase (Palo Alto, CA)
- …scope allow us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business ... their clients. You will establish, maintain, and build relationships while delivering exceptional client service. In this role you will have extensive client … more
- JPMorgan Chase (Mountain View, CA)
- …offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JPMorgan Wealth Management, you will have the ... opportunity to provide exceptional client service, operational marketing, and administrative support. You will...Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made… more
- BlackRock (San Francisco, CA)
- …important?** The team's guiding principles are to: + Serve as a trusted advisor by providing unbiased advice on portfolio issues and multi-asset solutions + Deliver ... flexible framework using a dynamic approach to investment solutions that adapts to client needs + Take ownership of implementation and performance, by focusing on… more
- ADP (Pleasanton, CA)
- ADP is hiring a **Sales Representative, Small Business Services.** + _Are you ready to build a rewarding future? Uncapped commissions, lavish incentive trips, and ... set appointments, gather leads from established business partners, assess client or prospect needs to present the best ADP...+ **Collaborate** **Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal… more
- Bank of America (Redwood City, CA)
- …helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists. ... Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or transactional activities, and… more
- Randstad US (San Bruno, CA)
- …providing us with the insights necessary to think beyond the status quo. You'll oversee small project teams consisting of other engineers who will look to you as a ... trusted advisor , a subject matter expert who provides guidance and...necessary to think beyond the status quo. You'll oversee small project teams consisting of other engineers who will… more
- BlackRock (San Francisco, CA)
- …relationships, USWAs mandate is to deliver One BlackRock to retail advisor practices. **Role Description:** BlackRock Portfolio Design Specialist/C is a ... Associate /VP eligible role in US Wealth Advisory. The team...+ Implement customized portfolio solutions in conjunction with the advisor 's investment goals + Deliver fiduciary and investment insights… more