Strategic Financial Planner & Investment Advisor
Bank of America ATM
Bank of America is seeking a Financial Advisor to provide clients with tailored solutions aimed at achieving their financial objectives. The role emphasizes the ability to build strong client relationships and effectively manage client requests for banking and investment products. The ideal candidate will hold the necessary licenses and have experience in the financial services industry. The position offers a competitive salary and benefits in a dynamic working environment. #J-18808-Ljbffr Bank of America
- Centene Corporation is seeking an innovative Associate Actuary to drive strategic initiatives focused on Quality and Affordability. This role allows remote work anywhere in the Continental United States and offers a unique opportunity to build independent valuation models...SuggestedRemote job
- ...seeking a talented Finance professional to take ownership of financial modeling and forecasting in a fast-paced environment. This remote... ...degree in finance-related fields. With a focus on budgeting, strategic planning, and process automation, the ideal candidate will...SuggestedRemote job
- A leading diagnostics company is seeking a Senior Financial Analyst to support financial planning and reporting. The role includes providing analysis for strategic decision-making, leading financial metrics reporting, and building financial models. Required qualifications...Suggested
- ...seeking candidates who model our values: invest in every relationship, lead with... ...required to serve as a credible, trusted advisor to clients. A minimum of 3-5 years of hands... ...multiple AXIS modules. Prior experience in a strategic, client-facing role (e.g., Customer...Suggested
$85.3k - $152.79k
...Corporate Development Associate to evaluate acquisitions, strategic investments, and partnerships. This role involves working with leaders... ...investment banking or corporate development and excellent financial modeling skills. The role offers exposure to senior leadership...Suggested$100k
...Corporate Development Associate to drive key transactions and strategic decisions. This role requires strong analytical skills and the... ...Responsibilities include executing M&A transactions, leading financial modeling, preparing materials for executive leadership, and supporting...$156k - $184k
...The Role We're looking for a Manager, Strategic Finance to join our Finance team at Quo... ...in developing and shaping our business, financial strategy, and executing against high‑impact... ...5+ years of relevant experience in investment banking, management consulting, VC/PE,...Flexible hours$140k - $170k
...significantly to client strategy while managing a portfolio of commercial loans. This role offers a collaborative environment, exposure to strategic banking decisions, and the opportunity for career growth within a growing organization. Target compensation ranges from $140,000...$115k - $120k
Interior Logic Group, Inc. is seeking a Senior Financial Analyst to deliver financial analysis and support strategic decision-making for finance and operations. You will develop and maintain models, analyze performance, and provide insights to drive improvements. The position...- Drive topline strategic financial planning with a long-term and product-focused lens Partner with Product Marketing, Product Management, GTM to deliver data‑driven analysis Build and scale workflows and automation pipelines Own financial reporting on key business metrics...
- A financial services company is seeking a Financial Analyst to analyze financial data and offer investment-related guidance. Responsibilities include financial performance analysis, developing models for strategic decisions, and preparing financial reports. Ideal candidates...
- Mytra, Inc. is seeking a Senior Financial Analyst to serve as a business partner across the company. You will drive the annual planning and budgeting process and lead the finance side of cost reduction initiatives. Key responsibilities include building Mytra's integrated...
- ...Product, Technology & Analytics organization. You will build scalable financial models, deliver executive-ready insights, and partner with finance, product, and engineering leaders to shape investment decisions and roadmaps. You will develop dashboards using Tableau/...Remote job
- Child Care Resource Center, Inc in California is seeking a Sr. FP&A Analyst to oversee financial planning and analysis. This role will ensure the organization’s financial health and provide insights to senior leadership. The ideal candidate should have over 5 years of experience...
$70k - $80k
Bank of America is seeking a financial advisor to guide clients in achieving their financial goals. Responsibilities include developing financial plans and recommending investment strategies. Qualified candidates will have licenses such as Series 7 & 66 and must possess...Work at office- A consumer goods company based in California is seeking a Financial Analyst to support annual budgets, long-range financial plans, and forecast updates. This role involves partnering with business leaders to analyze performance and deliver actionable recommendations. The...
- ...reporting tools that enable executive visibility and informed decisions. You will partner with Finance, HR, Operations, and procurement to align headcount, investments, and operating cadence, delivering clear narratives for leadership and the board. #J-18808-Ljbffr J.D. PowerRemote job
$6,031 - $7,547 per month
CAL FIRE is seeking a Finance and Budget Support Analyst in Amador County. The role involves providing financial analysis and budget support within a classic state government framework, reporting to the ANALYST II classification. This position is in an in-office work setting...Work at office$63.75k - $85k
TKO is seeking a Risk Analyst in California, responsible for operational and analytical support in the development of TKO's Risk Management program. The role involves managing insurance-related matters and liaising with brokers and carriers to ensure optimal coverage. Candidates...- ...decisions, and drive annual planning and forecasting cycles. You will provide financial insights to leaders and collaborate with product and engineering teams to align initiatives with strategic goals. Strong modeling and data analysis skills, plus comfort with SQL and...
- A leading real estate firm in Orange County, CA is seeking a Real Estate Financial Analyst. This role involves comprehensive financial analysis, strategic reporting, and complex financial modeling to support senior leadership in decision-making. The ideal candidate will...
- ...provide specialized administrative, fiscal, consultative and analytical support for the division. The role supports budget development, financial analysis, and the presentation of financial projections. The incumbent will lead or coordinate complex, long-term projects and...
- Jobtailor is hiring a senior product leader to orchestrate AI and core platform services across operating units, ensuring a unified enterprise AI platform. You will translate strategy into execution, identify gaps, and drive governance to resolve conflicts with product ...
$155.6k - $306.8k
PowerToFly is seeking a Manager in Investment Wealth Management to drive transformation initiatives and help define strategic priorities for organizations. In this role, you will lead various projects, utilizing your expertise in consulting and investment management. Ideal...$86.4k - $243k
Tesla Motors, Inc. is seeking an IT Planning Analyst in California, MO to improve operational processes related to IT investments. The candidate will gather requirements, manage purchase requests, and track equipment delivery, while also providing analysis support. Ideal...- Jobtailor in the United States seeks a technically strong investment banking/consulting professional to tackle due diligence, value creation, and transformation efforts for complex financial and operational challenges. You will build three-statement models, TWCFs, DCFs...
- ...Senior Financial Analyst, FP&A Our client, a publicly traded and rapidly growing diagnostics company, is seeking a Senior Financial Analyst to support strategic financial planning and reporting. Location This position is hybrid in South San Francisco, CA, with in‑office...Work at officeLocal area3 days per week
- ...expand and enhance wealth management offerings, including investment advice, financial planning, retirement income, and participant guidance.... ...Compliance, Legal, Marketing, and Operations to deliver strategic solutions. Monitor industry trends, regulatory changes,...
- Alto Pharmacy, part of Fuze Health, is seeking a Finance Analyst to enhance our Pharmacy Operations. You will prepare financial forecasts, collaborate with operations teams, and maintain financial models critical for budgeting and variance analysis. The ideal candidate...Flexible hours
$144k - $152k
...Role Overview As our key Senior Financial Analyst (FP&A), you will be the primary engine... ...punches above our weight class. We are strategic partners to every functional department... ...least 4+ years of experience in FP&A, investment banking, or strategic finance. Experience...Remote workShift work
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