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
$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...Suggested$85.3k - $152.79k
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...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,...SuggestedFlexible 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...- 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...
- ...organization’s risk programs and tolerance policies. You will educate and direct all areas of potential risk, align initiatives with strategic goals, and collaborate with CHLAMG on shared risk and claims management to protect operational assets. This role requires senior...
- 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...
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- ...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$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- ...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...
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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...- 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...- 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...
$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- 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
- Jobtailor seeks an FP&A professional to drive long‑term financial planning with a product focus. You will partner with Product Marketing, Product Management, and GTM to deliver data‑driven analysis and scalable workflows. The role owns reporting on key metrics and delivers...
- ...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,...
$110k - $150k
...a journey to deliver a step‑change in financial sophistication and rigor to support Canva... ...a strong investor narrative. With a strategic mindset, deep financial and business acumen... ...Have experience in FP&A, consulting, investment banking, or a rotational finance program...Rotational programFull timeWork at officeLocal areaFlexible hours- ...Investment Banking - Mid-Cap Investment Banking - Analyst Posted Mar 15 | Full-time | California... ...and drive growth within a leading financial institution. As an Analyst in the Mid-... ...&A and capital markets transactions or strategic client dialogue Keeping abreast of key...Full timeWork experience placement
- The University of California seeks a Director of Budget, Financial Planning & Institutional Strategy to lead the College's financial planning, budgeting, and resource allocation processes. This full-time position requires an advanced degree and 10+ years of relevant experience...Full time
- A leading financial services company is seeking an experienced accountant to prepare, review, and analyze financial statements related to infrastructure assets. The ideal candidate will have a Bachelor's degree in Accounting or Finance, strong analytical skills, and proficiency...
- A community college in California is looking for a Budget Supervisor to manage the Budget Development & Analysis Unit. This role involves preparing and monitoring the annual budget for the California Air Resources Board and providing various budget reports. Candidates should...
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