NewFinancial Manager (Tax) IntuitFinancial Manager (Tax)Claremont, CA$32.50–$36 / hourPassionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States.
NewFinancial Expert (Tax) IntuitFinancial Expert (Tax)Diamond Bar, CA$32.50–$36 / hourPassionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Overview\n Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States.
Financial Solutions Advisor - Northern Inland Empire Area Bank of America CorpFinancial Solutions Advisor - Northern Inland Empire AreaCorona, CA$70,000–$80,000 / yearAcknowledge 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. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
NewChief Financial Officer (CFO) Coastal Wave RecruitingChief Financial Officer (CFO)Rancho Cucamonga, CaliforniaDescription The Chief Financial Officer (CFO) serves as a strategic business partner to the CEO and executive leadership team, providing financial leadership to support the Company's continued growth, operational excellence, and long-term value creation. The CFO will oversee all finance, accounting, treasury, financial planning and analysis (FP&A), tax, risk management, and information systems functions while helping drive strategic initiatives across manufacturing, supply chain, distribution, and commercial operations.
Financial Planning Advisor Southern California EdisonFinancial Planning AdvisorRosemead, CAAs part of the Corporate Finance - Operational Finance organization, you will collaborate closely with SCE's operating units by performing financial analysis, providing decision support and approvals, developing short- and long-term financial forecasts, and assisting with regulatory filings. Additionally, you will play a key role in coordinating and supporting the creation of operational plans and budgets, preparing monthly forecasts and variance analyses, and identifying cost-saving opportunities.
University Administration Financial Aid Advisor (Onsite) West Coast University IncUniversity Administration Financial Aid Advisor (Onsite)Irvine, CAUA Financial Aid Advisors support students beginning their education at West Coast University (WCU) and those actively attending by providing support to ensure that students are properly packaged for each academic year as needed for all WCU locations. A successful UA Financial Aid Advisor will enjoy working collaboratively in a fast-paced environment, be detail oriented with strong follow-up skills, communicate in a friendly and compassionate manner and thrive in an environment where new tasks and projects are available to grow their skillset.
Wealth Strategist JobotWealth StrategistPasadena, CA$150,000–$175,000 / yearAs a modern multi-family office, we provide comprehensive wealth management services—including investment management, tax strategy, estate planning, and financial planning—to a select group of successful individuals and families. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewController JobotControllerPomona, CA$130,000–$160,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Career Services Advisor, Senior - Financial Services Practice University of Southern CaliforniaCareer Services Advisor, Senior - Financial Services PracticeLos Angeles, CA$80,010.17–$103,786.08 / yearLean into Marshall Career Service's strategic value of relationship-centered, actively leaning into building positive relationships with students; maintain relationships with student clubs and their leaders, take opportunities to attend club events and be visibly present, and lean into communication during times of conflict. USC has excellent benefits, including health benefits for staff and their family with access to the renowned university medical network; eligibility for retirement plans with employer contributions*; tuition benefits for staff and their family; free Professional Development classes; central Los Angeles location with easy access to commuter trains, buses and free tram pick up services; discounts to sporting and other campus events.
Financial Planning, Senior Advisor Southern California EdisonFinancial Planning, Senior AdvisorRosemead, CAChampions the implementation of risk management and internal controls processes, including assessment and monitoring current internal controls to ensure they are adequately designed and operating effectively in compliance with accounting, organizational, and regulatory policies. As part of the Operational Finance organization, you will partner closely with SCE's operating units to develop short- and long-term financial forecasts, support operational planning and budgeting, evaluate financial performance, and contribute to regulatory filings.
Estate Planning Attorney JobotEstate Planning AttorneyIrvine, CA$125,000–$175,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. 2. Develop and implement estate plans, including drafting and executing wills, trusts, powers of attorney, and other estate planning documents.
Financial Advisor - First City Credit Union LPL Financial ServicesFinancial Advisor - First City Credit UnionPasadena, CAThis employment opportunity at TruStage located at First City Credit Union in Pasadena, CA would allow you to join First City Credit Union as a Financial Advisor working for TruStage and associated with LPL Financial. The Investment Program at First City Credit Union supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life.
Team Based Financial Advisor - Mountain Financial Group - Irvine, CA Thrivent Financial for LutheransTeam Based Financial Advisor - Mountain Financial Group - Irvine, CAIrvine, CA$70,000–$90,000 / yearA diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, Thrivent offers advice, insurance, investments, banking and generosity products and programs. Whether you're a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you're: Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce).
Merrill Advisor Development Program - Financial Advisor: Greater Orange County Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Greater Orange County MarketNewport Beach, CA$80,000–$90,000 / yearThe 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 FINRAShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Financial Solutions Advisor - Northwest Houston Area Bank of AmericaFinancial Solutions Advisor - Northwest Houston AreaCypress, CaliforniaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Senior Wealth Advisor Columbia BankSenior Wealth AdvisorIrvine, 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.
Salinas Financial Group ProducifyXSalinas Financial GroupManhattan Beach, CaliforniaBeyond the office, our team is deeply invested in giving back, proudly supporting organizations such as Alex’s Lemonade Stand and Beads of Courage, reflecting our belief in making a difference both in our clients’ lives and in the communities we serve. Prior Experience: Former TV and film producer who led the television division at Overbrook Entertainment, founded by Will Smith, bringing high-level production and leadership experience into her financial services career.
Design Process Support Advisor Edison InternationalDesign Process Support AdvisorPomona, CAIn this role, you'll represent design personnel on cross-functional teams addressing departmental, technical and policy matters, while contributing to major corporate and operational initiatives, provide guidance to process development teams by identifying design and process issues, as well as recommending solutions and managing related documentation and training. Obtains management approval for on-going projects and conducts tracking, analysis and resolution of project cost, scope, resource and schedule issues, ensuring commitment on detailed work plans, including contingency and communication plans.
Financial Solutions Advisor - Lake Forest, IL Bank of AmericaFinancial Solutions Advisor - Lake Forest, ILLake Forest, CaliforniaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Risk & Forecasting Advisor Southern California EdisonFinancial Risk & Forecasting AdvisorIrwindale, CAYou will assess the creditworthiness of large commercial customers and energy market participants, develop forecasting models that support strategic planning, and work directly with executive-level customer representatives to secure financial assurances that mitigate credit risk and safeguard company assets. Incident Management Team Expected Participation: Employees are expected to support emergency response and/or business continuity efforts, including readiness to serve on an Incident Management Team (IMT) when needed.