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
- ...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- ...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
- NerdWallet is seeking a Senior Financial Analyst to serve as a strategic thought partner in financial planning and analysis. This role involves leading financial modeling efforts, managing budgets, and tracking performance against key KPIs while working cross-functionally...SuggestedRemote jobFlexible 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...Suggested$93.2k - $170.9k
PowerToFly is looking for a Financial Modeler to join its team in California, Missouri. The role involves supporting clients in decision-making through financial modeling and strategic planning. Candidates should have a bachelor's degree in a relevant field and at least...- 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...
- 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...
$80k - $95k
Addison Group is seeking an experienced financial planning and analysis professional to support budgeting and reporting processes. This full-time position offers a transformational role within the finance team, enabling data-driven decisions across the organization. The...Full time- 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...
- State of California is seeking an experienced Investment Officer II for the Private Equity team at the State Teachers' Retirement System. This role demands investment expertise in evaluating new partnerships and managing a diverse portfolio. Ideal candidates should have...
$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...$150k - $170k
Senior Financial Benefit Consultant The Senior Financial Benefit Consultant is a senior‑level individual contributor responsible for leading... ...of all financial data and reporting. Client Consulting & Strategic Partnership Serve as the financial subject‑matter expert for...Remote jobLocal area$45.9k - $75.9k
...provides advice and guidance regarding financial solutions that are in the best interests... ...needs (e.g. everyday banking, retail investments, lending solutions, home financing (including... ...into customer conversations to provide strategic advice.Organizes work information to...Contract workPart timeLocal areaImmediate startDay shift- 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...
- ...industry. This role offers the opportunity to work on complex analytical projects, develop technical expertise, and contribute to strategic business decisions alongside experienced actuarial and business leaders. What You’ll Do Perform actuarial analyses, modeling, and...
- Stronger Consulting is looking for a specialized consultant with expertise in nonprofit mergers and related financial institutions. The ideal candidate should have substantial experience advising on organizational transitions, a solid understanding of SBA requirements,...
$95k - $135k
...Shift: Day EP Wealth Advisors (EPWA) is a wealth management... .... Consult with the Financial Planning Manager for... ..., estate planning, investment strategies, and more.... ...systems and databases. Strategic Involvement & Support... ...Qualifications Certified Financial Planner designation. 3-7 years...Full timeTemporary workWork at officeLocal areaFlexible hoursShift work- Joby Aviation in California is looking for a Financial Analyst to partner with the Engineering team and provide critical financial analysis and support. The ideal candidate will possess 5+ years of experience in a finance-related field, a strong educational background in...
$66.88k - $97.76k
The University of California, Riverside is seeking a Financial Analyst to perform analysis, reporting, and auditing for University Extension. This role involves developing reports and auditing financial data to ensure compliance with organizational KPIs. Candidates should...$64k - $65k
Savvas Learning Company is looking for a Financial Analyst to support leadership teams across various functions, including sales and marketing. Key responsibilities include delivering sales performance reports, assisting in sales forecasting, and providing analytics support...- 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...
- 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
- ...lead product area reporting in California. You will manage P&L ownership, drive process automation, and mentor analysts to enhance financial operations. Ideal candidates will have a Bachelor's degree in accounting/finance, with at least 3 years of relevant experience,...
- 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
$130k - $155k
AssetMark is seeking experienced Business Consultants to provide expert advice and solutions to clients in the financial services industry. This role involves close collaboration with the sales team to enhance client relationships and improve business performance. Candidates...- T45 Labs, based in Santa Clara, CA, is seeking a part-time Business Operations and Financial Analyst for a hybrid consulting role. This vital position supports both corporate operations and portfolio companies, responsible for constructing financial models, data validation...Part timeFor contractors
- ...The role requires excellent problem-solving skills, strong communication, and the ability to work independently and collaboratively within teams. Proficiency in Oracle systems, SQL, and financial reporting are essential for this position. #J-18808-Ljbffr 6AM City, LLC
- ...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
- ...aspects of fund accounting, financial reporting, and controls, while... ...serving as a key partner to investment, operations, and senior... ...administrators, auditors, and tax advisors to ensure accurate, timely,... ...and tax filings Provide strategic financial insights and analysis...
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