NewRegistered Financial Advisor - San Francisco Human AgencyRegistered Financial Advisor - San FranciscoSan Francisco, CARemoteYou work closely with investment leadership to refine the thesis, translate macro trends into client-facing insights, and ensure the advice you give is grounded in the fund's strategy and performance. 5+ years of experience in financial advisory, wealth management, or a related field where you've advised individuals or families on portfolio construction, risk management, and financial strategy.
Senior Wealth Advisor Columbia Banking System IncSenior Wealth AdvisorWalnut Creek, CAThe Senior Wealth Advisor is expected to consistently maintain and build a book of business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. They also must have the ability to grow and manage a large book of business encompassing business development, financial planning, asset management, pipeline management, and a high-level understanding of most client financial considerations.
Financial Solutions Advisor Registration Candidate - Diablo Market Bank of America CorpFinancial Solutions Advisor Registration Candidate - Diablo MarketPleasant Hill, CA$28.85–$33.65 / hourAcknowledge Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients.
AWM | Private Bank | Regional Lending Advisor, Vice President - San Francisco The Goldman Sachs Group IncAWM | Private Bank | Regional Lending Advisor, Vice President - San FranciscoSan Francisco, CA$85,000–$270,000 / yearThe Vice President, Capital Markets (Securities-Based Lending) will play a critical role in delivering market-based financing solutions to high net worth and ultra-high net worth clients. The role partners closely with Private Wealth Advisors, underwriting, and risk partners to originate, structure, and manage sophisticated securities-based lending solutions while maintaining a strong control and risk discipline.
Financial Solutions Advisor Registration Candidate - Mira Vista Financial Center Bank of America CorpFinancial Solutions Advisor Registration Candidate - Mira Vista Financial CenterRichmond, CA$28.85–$33.65 / hourAcknowledge Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC, Safe Act/Loan Originators and FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients.
Financial Solutions Advisor Registration Candidate- Silicon Valley Market Bank of AmericaFinancial Solutions Advisor Registration Candidate- Silicon Valley MarketMountain View, CaliforniaOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Financial Solutions Advisor Registration Candidate- North Bay Market Bank of America CorpFinancial Solutions Advisor Registration Candidate- North Bay MarketSan Rafael, CASkills Client Experience Branding Client Solutions Advisory Investment Management Pipeline Management Referral Management Client Management Customer and Client Focus Portfolio Management Prospecting Referral Identification Business Acumen Executive Presence Oral Communications Risk Management Trading. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I you will typically progress into the next role Financial Solutions Advisor Stage II where you will continue to practice the skills youve learned by growing and deepening relationships within a portfolio of clients.
Part-Time Beauty Advisor - Sephora Kohl's CorpPart-Time Beauty Advisor - SephoraPleasant Hill, CA$17.95–$23.35 / hourAs Beauty Advisor, you will drive sales through an authentic passion for beauty and engage clients by identifying their needs with a consultative approach and ensure an excellent overall client experience. Build strong client loyalty and influence clients by identifying their needs and suggesting products to drive sales, including the opportunity to upsell products.
Client Advisor, Cartelligent - Car Buying, Solved CartelligentClient Advisor, Cartelligent - Car Buying, SolvedSausalito, CaliforniaYou will guide each client through their journey, from their first inquiry to a successful purchase or lease, and will be responsible for building relationships that drive referrals and client retention. This role is for a highly motivated inside sales professional with impeccable communication skills who is ready to own a dynamic process from start to finish.
NewSales Advisor - Dyson Home ActionLink Services LLCSales Advisor - Dyson HomeDanville, CA$24–$26 / hourActionLink is on the lookout for a dynamic Part-Time Sales Advisor to join our Dyson Home Team as an in-store expert at Costco in Danville! The Talent We are Searching For: Experience: Retail sales, product demonstration or customer service; that''''s a great start!
Service Advisor Marin County FordService AdvisorNovato, CaliforniaThe responsibilities of a Service Advisor include greeting customers, listening to their needs, and scheduling appointments as needed. By working at a Ford dealership, you can be a part of a brand that honors the past, and is invested in the future.
Sales Operations Specialist, Advisor Sales AssetMark, Inc.Sales Operations Specialist, Advisor SalesConcord, CA$60,000–$70,000 / yearNurture, groom and enhance dashboards in Salesforce and CRM Analytics delivering actionable insights and critical data to accurately measure sales goals and KPIs achievement. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.
Regional Director, Independent Advisors (Remote/In-Territory Eligible) - Northern California Dimensional Fund AdvisorsRegional Director, Independent Advisors (Remote/In-Territory Eligible) - Northern CaliforniaCARemoteJust as important, the Regional Director must have a strong business development and client service orientation and understand the issues and challenges Advisors face in building a client-centric, fee-based business. • Present Dimensional Fund Advisors investment capabilities, investment theory and performance to Financial Advisors, branch offices, company conferences and industry functions.
Senior Advisor Programs Manager AssetMark, Inc.Senior Advisor Programs ManagerConcord, CA$105,000–$120,000 / yearOwn content creation, working with the Director of Business Consulting, Director of Advisor Marketing, and the Business Consultant, delivering the programs to advisors, managing requirements for the program from beginning to end. Superior oral and written communication skills; strong sense of emotional intelligence with the ability to work effectively with people at all levels of the organization to create buy-in and a sense of teamwork.
Automotive Service Advisor Volvo Cars Walnut CreekAutomotive Service AdvisorDublin, CaliforniaCompensation based on hourly + bonus for ELR + hours sold + CSI, estimated range: $108,000 to $168,000 per year + benefits. Take ownership of the customer's experience by carrying out those additional assignments that allow the dealership to leave a positive impression with the customer.
Residential Energy Specialist | Senior Sales Advisor | San Francisco DcbelResidential Energy Specialist | Senior Sales Advisor | San FranciscoSan Francisco, CAOur flagship product, the Ara Home Energy Station, is a wall mounted device that gives everyone ownership over their energy supply by using solar power to charge their EV and home, unlocking their EV's battery for backup power (V2H), and optimizing the energy flow between their solar panels, EVs, backup battery and the grid. dcbel at the leading edge of the residential energy revolution, enabling decentralized energy consumption and production through its vertically integrated suite of energy hardware and software products, and their supporting infrastructure.
Marketing Advisor CompassMarketing AdvisorSan Francisco, CA$65,000–$75,000 / yearCreate strategic marketing plans in tandem with the Compass platform that will allow our customers to maximize the effectiveness of their budgets against tactics that will work toward achieving their marketing goals and grow their business; this includes branding, print advertising, digital, social, direct mail, video, paid media, etc. Liaise between the company's design team and agents to communicate and coordinate the delivery of larger projects and all associated materials (photography, copywriting, overall content development, etc), while establishing cohesion between the Compass brand and the marketing/advertising deliverables of our agents.
Senior Home Lending Advisor, San Rafael, CA JPMorgan Chase Bank, N.A.Senior Home Lending Advisor, San Rafael, CASan Rafael, CAFull timeJoin our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Sustainability data advisor Watershed Technology IncSustainability data advisorSan Francisco, CAYoull work directly with customers as a trusted advisor, leading measurement sessions and delivering advisory services that unlock the full value of our platform - enabling our customers to gain clear, reliable insights into their sustainability impact and achieve their sustainability goals. Deliver services that accelerate customer success, helping customers set up their measurements to meet sustainability goals, serving as a trusted partner in emissions verifications, and providing specialized advisory to optimize their data and methodologies.
Volkswagen Marin Service Advisor IndiGO Auto GroupVolkswagen Marin Service AdvisorSan Rafael, CA$65,000–$250,000 / yearindiGO Auto Group is an industry thought leader representing 30 timelessly modern franchised dealerships in eight US markets, including Houston, TX, Rancho Mirage, CA, Palm Springs, CA, Riverside, CA, Marin, CA, Redwood City, CA, St. Louis, MO, San Francisco, CA, Sugar Land, TX, Fort Collins, CO, and most recently Little Rock, AR. Here is what an ordinary day of work may look like: Greet customers and carefully record the customers concerns to generate an accurate work order.
Automotive Service Advisor Midas WALNUT CREEK 1823Automotive Service AdvisorWalnut Creek, CaliforniaJob Description: Help promote the Midas name and services, analyze vehicle service needs, effectively communicate those needs to the customer; and ensure that quality services are performed on the vehicle in a timely yet thorough manner. auto, automotive mechanic, mechanics, tech, technician, journeyman, jobber, R&R, master, experienced, service writer, service advisor Compensation: $35,000.00 - $60,000.00 per year .
Wealth Advisor - Nuvision Federal Credit Union LPL FinancialWealth Advisor - Nuvision Federal Credit UnionWalnut Creek, CaliforniaA Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66.
Wealth Advisor - Mechanics Bank LPL FinancialWealth Advisor - Mechanics BankOakland, CaliforniaA Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66.
Service Advisor The Pape Group, IncService AdvisorSan Leandro, CA$27.20–$39.44 / hourAs our Service Advisor, you will ensure that all service department work orders are opened, maintained, proofed, and closed in the most efficient way possible, all while ensuring you provide an excellent experience for our customers. Progressive Vacation Plans, Sick Leave & Paid Holidays - Members receive 80 hours of vacation (First year is prorated for new hires based on start date), 1 hour of sick leave for every 40 hours worked, and 7 paid holidays each year.
Comfort Advisor and Service Tech One Hour Heating & Air Conditioning of Vallejo, CAComfort Advisor and Service TechVallejo, CAFull timeOur commitment to customer satisfaction and quality service has earned us a loyal customer base and a positive work environment where employees thrive and grow. In this exciting hybrid role, you'll provide exceptional service and solutions to our valued customers, ensuring their comfort and satisfaction.
Service Advisor, San Jose Lucid Group IncService Advisor, San JoseSan Jose, CA$30–$41 / hourCompensation Range: The compensation range for this position is specific to the locations listed below and is the range Lucid reasonably and in good faith expects to pay for the position taking into account the wide variety of factors that are considered in making compensation decisions, including job-related knowledge; skillset; experience, education and training; certifications; and other relevant business and organizational factors. You will greet clients promptly, consult with technicians, accurately document client concerns for diagnosis and repair, and explain all service options to clients, including time and cost estimates.
Comfort Advisor and Service Tech One Hour Heating & Air Conditioning Franchising SPE LLCComfort Advisor and Service TechVallejo, CA$59,000–$120,000 / yearConduct in-home consultations to assess customer needs and recommend HVAC solutions • Perform routine maintenance and repairs on heating and cooling systems • Provide clear and accurate estimates for service and installation work • Educate customers on energy efficiency and system operation • Maintain accurate records of service calls and customer interactions • Collaborate with team members to ensure timely service delivery • Stay updated on industry trends and best practices • Deliver exceptional customer service and build lasting relationships. High school diploma or equivalent HVAC certification preferred Proven experience in HVAC service and installation Strong communication and interpersonal skills Valid drivers license and clean driving record Ability to work independently and as part of a team Detail-oriented with excellent problem-solving skills Customer-focused mindset and a positive attitude Willingness to participate in ongoing training and development.
Audi Marin Service Advisor IndiGO Auto GroupAudi Marin Service AdvisorSan Rafael, CA$65,000–$250,000 / yearindiGO Auto Group is an industry thought leader representing 30 timelessly modern franchised dealerships in eight US markets, including Houston, TX, Rancho Mirage, CA, Palm Springs, CA, Riverside, CA, Marin, CA, Redwood City, CA, St. Louis, MO, San Francisco, CA, Sugar Land, TX, Fort Collins, CO, and most recently Little Rock, AR. Here is what an ordinary day of work may look like: Greet customers and carefully record the customers concerns to generate an accurate work order.
Sales & Service Advisor Rolling Stock 'Powered by Big Brand Tire & Service'Sales & Service AdvisorSan Francisco, CAFull time1–3 years of experience in automotive service sales, retail automotive, and strong customer service + transferable sales background. Genuine career growth — with progression into Service Manager or Management , evidenced by hundreds of team member promotions.
Northern California Branch Advisor Support Equitable Financial Life Insurance CompanyNorthern California Branch Advisor SupportSan Francisco, CA$50,000–$65,000 / year419865'',''true'',''419865'',''false'',''Submission for the position: Northern California Branch Advisor Support - (Job Number: 260000EC)'',''false'',''419865'',''false'',''true'',''Northern California Branch Advisor Support'',''260000EC'',''UNITED STATES-CA-San Francisco'',''UNITED STATES-CA-San Francisco'','''','''',''Equitable'',''Equitable'',''Full-time'',''Full-time'',''!*! Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
Senior Wealth Advisor Columbia BankSenior Wealth AdvisorWalnut Creek, CAThe Senior Wealth Advisor is expected to consistently maintain and build a book of business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. They also must have the ability to grow and manage a large book of business encompassing business development, financial planning, asset management, pipeline management, and a high-level understanding of most client financial considerations.
Comfort Advisor - Electrician MISTER SPARKYComfort Advisor - ElectricianFremont, CAFull timeCustomers love us for our reliable service and transparent pricing, while our technicians thrive in a supportive environment that rewards performance and invests in career growth. Mister Sparky in Fremont, CA is looking for a driven and customer-focused Comfort Advisor – Electrician to join our energetic team!
Field Service Parts Advisor - Emeryville, CA Rivian Automotive IncField Service Parts Advisor - Emeryville, CAEmeryville, CA$29.21–$33.43 / hourRemains flexible and responsive to changing conditions Great attitude with a high-energy personality, excellent customer service skills, and able to multi-task and thrive in a fast-paced environment Basic mathematic skills to prepare and transact estimates and payments Physical exertion may be required to perform occupational tasks (sitting for 8 or more hours in a day, standing for up to two hours at a time for 8 or more hours a day, walking, bending, kneeling, twisting, carrying, reaching, stretching, pushing, pulling, and lifting up to 85 lbs) Frequent use of hands for purposes of grasping and using tools correctly, entering data, writing communications, or calling customers or internal partners Ability to see, read and interpret documents such as governmental regulations, safety rules, operating and maintenance instructions or schematics Minimum age of 21 Must be available for a regular schedule of 40 hours a week, including weekends and holidays, according to business need. Understands all pay types (Goodwill, Customer Pay, Internal, etc.) and use cases The ability and willingness to learn and gain an understanding of Rivian's maintenance scheduling Explain services and provide an exceptional customer experience Utilize a forklift in required areas for transporting and organization of parts The ability and willingness to learn about Rivian's safety requirements List and explain the 5S stages and methodology Provide exceptional service to all customers using Rivian Guiding Principles Qualifications High School Diploma, GED, or other recognized high school equivalency credential preferred Ability to prepare and disseminate effectively organized and coherent business communication while practicing established business norms Strong communication, organizational and time management skills.
Revenue Management Advisor II RealPage, Inc.Revenue Management Advisor IISan Francisco, CARemote$94,700–$161,300 / yearLead regular performance measurement analysis and reporting to senior management regarding financial results, revenue management adoption behavior, leasing velocity and market conditions. The Revenue Management Advisor II provides strategic insight and advice to customers from both a Revenue Management and general operations perspective.
Future Service Advisor Lithia Motors IncFuture Service AdvisorWalnut Creek, CA$64,500–$161,800 / yearThis is a performance driven position, eligible for short-term and/or long-term incentives as part of total compensation, which includes Commissions off Individual Sales, Individual Gross Profit, and Bonuses based on Individual Manufacturer Approvability, Customer Pay Labor per RO, and Flat Rate Hours. We create simple, transparent, and convenient customer experiences throughout the vehicle-ownership lifecycle by leveraging our hundreds of store locations and our key adjacencies - Driveway, DFC, and GreenCars.
Service Technician/Advisor - Part Time Trek Retail CorporationService Technician/Advisor - Part TimeOakland, CaliforniaYou’ll troubleshoot repairs and service all kinds of bikes on the spot and install the awesome accessories customers select for their new bike! Because you’ll constantly be speaking with customers to evaluate issues and recommend repairs, we value fantastic hospitality skills above prior shop experience.
Automotive Service Advisor Midas CONCORDAutomotive Service AdvisorConcord, CaliforniaAs one of the largest destinations for automotive services, Midas is dominating the industry in developing career paths and building relationships within the communities they serve. Our customers love us for our commitment to quality and integrity, while our employees appreciate a supportive work environment that encourages growth and teamwork.
Service Advisor/Writer Automotive World IncService Advisor/WriterBerkeley, CAFull timeIf so, we want you to join our team at Berkeley Minicar, an independently owned auto shop serving the East Bay Area, Berkeley community for over 40 years. If you're ready to take your automotive service career to the next level and become part of a respected and trusted team, we want to hear from you!
DESIGN ADVISOR Serena & Lily Inc.DESIGN ADVISORPalo Alto, CA$24–$28 / hourSerena & Lily, lifestyle and home furnishings brand, is seeking Associates/Design Advisors for our storefront in Palo Alto, CA. Proactively clientele using S&L leads to provide an enhanced customer experience for all customers including members of our Trade Program.
Parts Advisor III Rivian Automotive IncParts Advisor IIIRedwood City, CA$22.72–$33.43 / hourRemains flexible and responsive to changing conditions Great attitude with a high-energy personality, excellent customer service skills, and able to multi-task and thrive in a fast-paced environment Basic mathematic skills to prepare and transact estimates and payments Physical exertion may be required to perform occupational tasks (sitting for 8 or more hours in a day, standing for up to two hours at a time for 8 or more hours a day, walking, bending, kneeling, twisting, carrying, reaching, stretching, pushing, pulling, and lifting up to 85 lbs) Frequent use of hands for purposes of grasping and using tools correctly, entering data, writing communications, or calling customers or internal partners Ability to see, read and interpret documents such as governmental regulations, safety rules, operating and maintenance instructions or schematics Minimum age of 21 Must be available for a regular schedule of 40 hours a week, including weekends and holidays, according to business need. Understands all pay types (Goodwill, Customer Pay, Internal, etc.) and use cases The ability and willingness to learn and gain an understanding of Rivian's maintenance scheduling Explain services and provide an exceptional customer experience Utilize a forklift in required areas for transporting and organization of parts The ability and willingness to learn about Rivian's safety requirements List and explain the 5S stages and methodology Provide exceptional service to all customers using Rivian Guiding Principles Qualifications High School Diploma, GED, or other recognized high school equivalency credential preferred Ability to prepare and disseminate effectively organized and coherent business communication while practicing established business norms Strong communication, organizational and time management skills.
Sales & Service Advisor Big Brand Tire & ServiceSales & Service AdvisorNovato, CAFull timeNow in over 10 states and growing fast, we’re serious about two things: delivering world-class service to our customers and being the employer-of-choice by providing endless opportunities for career growth. 1–3 years of experience in automotive service sales, retail automotive, and strong customer service + transferable sales background.
Service Advisor/Writer Volkswagen of OaklandService Advisor/WriterOakland, CAPrior to the start of a repair job, ascertain the correct part numbers on repair orders and help the parts department pull and post the appropriate parts. Deal with customer complaints in a sensible manner by showing empathy and a pleasant attitude to show our commitment to excellent customer service and to increase customer satisfaction and loyalty.
Tax Advisor Heffernan FinancialTax AdvisorWalnut Creek, California$100,000–$140,000 / yearThe Tax Advisor will play a vital role in supporting the financial well-being of our employees and clients by providing accurate, timely, and strategic tax guidance. We’re proud of our strong commitment to philanthropy and giving back, and we support our employees with a comprehensive benefits package designed to promote well-being, growth, and long-term success.
Sales Advisor (Part-time) SézaneSales Advisor (Part-time)San Francisco, CATo tell the story of Sézane is to retrace more than 20 years of defining adventures and bold decisions: choosing to do things differently, choosing people, choosing to act, and above all, choosing to trust in one's convictions - even when that means rethinking what we thought we knew. "I've had the joy of building Sézane alongside you - the first French fashion brand born online, rooted in quality, creativity, and intention.
J.P. Morgan Wealth Management - Private Client Advisor - San Francisco, CA (Financial District and Surrounding Areas) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - San Francisco, CA (Financial District and Surrounding Areas)San Francisco, CAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Sales Advisor (Part-Time) SézaneSales Advisor (Part-Time)San Francisco, CATo tell the story of Sézane is to retrace more than 20 years of defining adventures and bold decisions: choosing to do things differently, choosing people, choosing to act, and above all, choosing to trust in one’s convictions - even when that means rethinking what we thought we knew. "I’ve had the joy of building Sézane alongside you - the first French fashion brand born online, rooted in quality, creativity, and intention.
Practice Innovation Advisor Kirkland & Ellis LLPPractice Innovation AdvisorSan Francisco, CA$153,000–$211,000 / yearUnderstand and address potential risks of emerging technology, working closely with Innovation Enablement and Responsible AI personnel to ethically and effectively deploy new legal technology. Engage with practice group leadership and Knowledge Management attorneys, supporting strategic initiatives and becoming the face of Innovation efforts at practice group meetings and training sessions.
NewJ.P. Morgan Wealth Management - Private Client Advisor - San Francisco, CA and Surrounding Areas JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - San Francisco, CA and Surrounding AreasSan Francisco, CAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
NewTax Advisor - Int Tax and Transaction Tax Services-ICTA-FSO-Manager - Multiple Positions - 1734589 Ernst & Young Global LtdTax Advisor - Int Tax and Transaction Tax Services-ICTA-FSO-Manager - Multiple Positions - 1734589San Francisco, CAMust have at least one of the following: 1) active CPA certification; 2) sufficient coursework/experience requirements (as determined by state Board of Accountancy) to obtain CPA certification within one year of hire; 3) US State Bar license; 4) sufficient coursework/experience requirements (as determined by state Board of Law Examiners) to obtain US State Bar license within one year of hire; or 5) Enrolled Agent certification. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, type Option 2 (HR-related inquiries) and then type Option 1 (HR Shared Services Center), which will route you to EY's Talent Shared Services Team or email SSC Customer Support at ssc.customersupport@ey.com.
J.P. Morgan Advisors - Senior Client Associate - Portland, OR JPMorgan Chase & CoJ.P. Morgan Advisors - Senior Client Associate - Portland, ORSan Francisco, CAProvide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Job responsibilities: Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.