1,357 Results for

Consulting Jobs in Monte Vista, CA

Jobs

Financial Advisor Edward Jones Investments

Aurora, IL

Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). • Deeply understand clients’ and prospective clients’ needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals.

30+ days ago

PAS Physician Advisor (Level of Care / Admission Status Review) R1 RCM Inc

$150,075–$199,070.29 / year

We are the one company that combines the deep expertise of a global workforce of revenue cycle professionals with the industrys most advanced technology platform, encompassing sophisticated analytics, AI, intelligent automation, and workflow orchestration. The Admission Status Review (ASR) team of physician advisors within PAS proactively reviews cases concurrently and post-discharge to ensure compliant admission status, which increases compliance and reduces the risk of exposure to denials.

30+ days ago

Financial Planner Velvet Ledger Workforce

Buffalo Grove, Illinois

Utilizing our exclusive and proprietary planning software, you will assist with data input and development of comprehensive retirement plans and assist the Lead Advisor and the teams clients with a broad range of other financial planning needs and calculations. Your role as a Lead Planner / Service Advisor will require you to handle a wide range of financial planning responsibilities as well as maintaining trusting, supportive, and strong relationships with the client base.

30+ days ago

Financial Advisory Analyst Armory Group, LLC

Chicago, IL

While we regularly work with healthy or growing companies, what makes us relatively unique from other middle market investment banks is our reputation as one of the pre-eminent financial advisors for middle-market companies navigating complex situations or facing unique financial challenges, including raising rescue or turnaround capital for those operating in cyclical industries, undergoing turnaround or experiencing one-time events impacting performance. As a result of our work, we have been recognized with many national “deal of the year” awards from top industry organizations including M&A Advisor, with the 2021, 2022, 2024 and 2025 Turnaround Refinancing of the Year in the $100 million to $1 billion category and 2022 Boutique Investment Bank of the Year.

30+ days ago

Associate, Tax Equity Advisors, BDO Capital Advisors BDO USA PC

Chicago, IL

$125,000–$175,000 / year

Job Summary: The Associate, BDO Capital Advisors supports tax equity, tax credit transfer, and other project finance transactions across renewable energy, infrastructure, housing, community development, and historic preservation. This role supports transaction execution by performing financial and business due diligence, reviewing and analyzing data room materials, summarizing key findings, and assisting with client deliverables.

30+ days ago

Salesforce Product Manager, Associate - SpiderRock Advisors COO Product Team BlackRock Inc

Chicago, IL

$112,000–$140,000 / year

The team partners closely with business stakeholders, technology partners, and product leadership to enhance Salesforce and related business applications, delivering capabilities that improve operational effectiveness, data-driven decision making, and user experience. To help you stay energized, engaged and inspired, we offer a wide range of benefits including a strong retirement plan, tuition reimbursement, comprehensive healthcare, support for working parents and Flexible Time Off (FTO) so you can relax, recharge and be there for the people you care about.

5 days ago

Sr ProServe Account Executive - Financial Services, NAMER FINANCIAL SERVICES Amazon.com Inc

Chicago, IL

As ProServe's customer facing relationship owner you'll be primarily focused on understanding and defining business outcomes for customers by building trust, identifying applicable AWS Professional Services offerings, and creating proposals and securing customer signoff of SOW's. We pioneered cloud computing and never stopped innovating - that's why customers from the most successful startups to Global 500 companies trust our robust suite of products and services to power their businesses.

30+ days ago

Financial Planning Associate-Huntsville, AL RK Partners

Chicago, Illinois

This newly created role offers the opportunity to combine comprehensive financial planning, portfolio management, investment operations, and meaningful client interaction while taking increasing ownership within a growing practice. An established and rapidly growing wealth management practice is seeking an experienced Planning Specialist to serve as a true second chair to the lead Wealth Advisor.

23 days ago

Chief Financial Officer (CFO) USA Clinics Group

Northbrook, IL

$225,000–$300,000 / year
Quick Apply

In addition to traditional financial leadership responsibilities, this individual will lead the financial evaluation and implementation of emerging technologies, including Artificial Intelligence (AI), automation, predictive analytics, and business intelligence solutions that improve efficiency, reduce costs, and support scalable growth. Founded by Harvard-trained physicians with a vision of offering patient-first care beyond the hospital settings, we’ve grown into the nation’s largest network of outpatient vein, fibroid, vascular, and prostate centers, with 170+ clinics across the country.

9 days ago

Vice President - Financial Restructuring, Chicago Houlihan Lokey

Chicago, Illinois

As a Vice President in our Financial Restructuring Group you will lead execution on a variety of transactions, including debtor- and creditor-side engagements ranging from capital markets and refinancing transactions to M&A and broad restructurings. With uniquely deep industry expertise, broad international reach, and a partnership approach rooted in trust, the firm provides innovative, integrated solutions across mergers and acquisitions, capital solutions, financial restructuring, and financial and valuation advisory.

30+ days ago

Advisor - Chicago Brighton Jones

Chicago, IL

$85,000–$135,000 / year
Full time

Leverages internal and external resources to achieve client objectives in such areas as Investment Management, Estate Planning, Tax Planning, Risk Management and General Planning; Works with Tax, Investments and Estate Planning to determine additional levels of detail required for the client's situation. Presents ideas and concepts in an organized and effective manner; attends client meetings and is expected to effectively present specific planning topics; ensures all client related action items are communicated and memorialized in the CRM.

30+ days ago

Financial Institutions - Senior UW Specialist Specialty (Remote/Hybrid) The Hanover Insurance Group Inc

Chicago, IL

Remote

This highly visible, market-facing role is designed for an underwriting professional with demonstrated experience underwriting Asset Managers, including RIAs, private fund managers, and other investment management firms and a proven ability to cultivate strong agency and broker relationships. Can identify types of coverages including gaps in coverages typically provided within given operations, can explain coverages and correlating exposures and controls to agents to complete our value-added proposition.

30 days ago

Client Advisor with Competitive Drive Chicagoland

Chicago, Illinois

We welcome individuals from business development-oriented organizations with uncapped earnings potential, including those from Medical Device, Education (teachers, administrators), Logistics, Solar, Payroll Services, Tech Business Development, Real Estate, Auto Rental and others. Prior Experience: Graduated from Illinois State University with a B.S. in Marketing and has held roles at every level of Northwestern Mutual’s leadership track, including Assistant Regional Director at the company’s Milwaukee headquarters.

13 days ago

Senior Director, Healthcare Decision Support & Financial Performance Advisory Huron Consulting Services

Chicago, Illinois

Remote

The successful candidate is a strategic healthcare finance and analytics leader who connects enterprise strategy, financial performance, operational improvement, data, and technology into actionable transformation programs. This leader is equally credible in the boardroom, with finance and operational executives, and alongside analytics and technology teams, helping clients convert data into insight and insight into measurable value.

6 days ago

Financial Advisor Edward D Jones & Co LP

$45,000–$100,000 / year

Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.

30+ days ago

Financial Planning Internship Program Chicagoland

Chicago, Illinois

Top 10 College Unit Director, was promoted to Assistant Regional Director at the Milwaukee Home Office in 2012, earned recognition as an Ingram’s 40 Under 40 recipient, and was named Managing Partner of Northwestern Mutual. Kevin Pabst is a former Michigan State University hockey player and Economics graduate who interned from 2011 to.

13 days ago

Energy Advisor (Energy Manager / Outreach Engineer) Nexant Inc

Oak Brook, IL

As an Energy Advisor (Energy Manager / Outreach Engineer) with Resource Innovations, you will serve as a senior strategic and technical advisor to commercial and industrial customers, helping organizations identify, prioritize, and advance high-value energy efficiency and facility optimization initiatives. You will be expected to navigate complex customer organizations to identify, engage, and influence key decision-makers, overcome barriers, and build a strong pipeline of actionable energy efficiency projects that deliver measurable energy savings and value to customers.

5 days ago

Energy Advisor- Commercial Sales energyby5

Chicago, Illinois

Successful candidates must be self-starters and entrepreneurs who are committed to delivering superior energy advice to companies that are faced with a variety of complex energy challenges that include volatile market prices, reliability, and the need to meet aggressive carbon reduction targets. Sales Presentations: You will compose and deliver compelling sales presentations, effectively communicating the benefits of energy products and services to potential clients, while maintaining an executive-level presence.

30+ days ago

Director of Advisor Recruiting RK Partners

Chicago, Illinois

The Director of Advisor Recruiting will lead the firm's efforts to attract experienced financial advisors and advisory teams while developing strategic relationships that may lead to succession, enterprise partnership, or M&A opportunities. This is a high-impact opportunity for an accomplished business development professional who knows the financial advisor landscape, can build credibility with successful advisors and business owners, and is motivated by the opportunity to directly influence growth—and participate meaningfully in the value they create.

14 days ago

Advisor, Client Accounting & Advisory Services Aprio Technologies, Inc.

Chicago, IL

$110,900–$172,200 / year

Aprio, LLP and Aprio Advisory Group, LLC, operate in an alternative business structure, with Aprio Advisory Group, LLC providing non-attest tax and consulting services, and Aprio, LLP providing CPA firm services. Atlanta, GA / Austin, TX / Boston, MA / Charlotte, NC / Chicago, IL / Dallas, TX / Denver, CO / Fort Lauderdale, FL / Houston, TX / Nashville, TN / Philadelphia, PA / Phoenix, AZ / Raleigh, NC / Rockville, MD / Washington, D.C. Client Accounting Services - Professional Services CAS /.

30+ days ago

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Consulting Jobs in Monte Vista, CA

Financial Advisor Edward Jones Investments

PAS Physician Advisor (Level of Care / Admission Status Review) R1 RCM Inc

Financial Planner Velvet Ledger Workforce

Financial Advisory Analyst Armory Group, LLC

Associate, Tax Equity Advisors, BDO Capital Advisors BDO USA PC

Salesforce Product Manager, Associate - SpiderRock Advisors COO Product Team BlackRock Inc

Sr ProServe Account Executive - Financial Services, NAMER FINANCIAL SERVICES Amazon.com Inc

Financial Planning Associate-Huntsville, AL RK Partners

Chief Financial Officer (CFO) USA Clinics Group

Vice President - Financial Restructuring, Chicago Houlihan Lokey

Advisor - Chicago Brighton Jones

Financial Institutions - Senior UW Specialist Specialty (Remote/Hybrid) The Hanover Insurance Group Inc

Client Advisor with Competitive Drive Chicagoland

Senior Director, Healthcare Decision Support & Financial Performance Advisory Huron Consulting Services

Financial Advisor Edward D Jones & Co LP

Financial Planning Internship Program Chicagoland

Energy Advisor (Energy Manager / Outreach Engineer) Nexant Inc

Energy Advisor- Commercial Sales energyby5

Director of Advisor Recruiting RK Partners

Advisor, Client Accounting & Advisory Services Aprio Technologies, Inc.

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