NewWealth Advisory Accountant LHH USWealth Advisory AccountantWalnut Creek, CA$145,000–$165,000 / yearThis individual will collaborate closely with Wealth Advisors, Financial Advisors, Certified Public Accountants, Enrolled Agents, Money Managers, investment professionals, estate planning specialists, and client service teams. This Wealth Advisory Accountant will support a relationship-driven organization operating within the wealth management and financial advisory industry, serving individuals, families, executives, and business owners with diverse financial planning needs.
NewSenior Associate - Wealth Planning Specialist ASPIRIANT LLCSenior Associate - Wealth Planning SpecialistSan Francisco, CARather than working directly with clients, the Senior Associate will help design and evolve our wealth planning platform, developing tools and insights that advisors rely on every day to ensure we deliver a consistent, high-quality, intimate client experience. The Senior Associate partners closely with the Practice (e.g., the firm’s client-facing professionals) and participates with Client Service Operations, Technology, Compliance and other departments to solve complex challenges, improve how the firm operates and bring new ideas into practice.
NewManager, UKG KPMGManager, UKGSan Francisco, CA$153,710–$267,030 / yearDevelop high quality work products utilizing both qualitative and quantitative data as directed (written briefings, status reports, issues risks logs) for presentation to clients and demonstrate problem solving skills through critical thinking, intellectual curiosity, intellectual rigor and questioning when breaking down and analyzing complex issues and framing approaches for potential solutions. If you're looking for a firm with a strong team connection where you can be your whole self, have an impact, advance your skills, deepen your experiences, and have the flexibility and access to constantly find new areas of inspiration and expand your capabilities, then consider a career in Advisory.
NewMechanical Engineering Manager LuxusMechanical Engineering ManagerSan Diego, CA$135,000–$165,000 / yearKeywords: Mechanical Manager, Mechanical Engineering, Plumbing Design, Revit MEP, AutoCAD, EnergyPro, HVAC Design, AEC Industry, San Diego Engineering Jobs, Project Management, PE License, Building Systems, Commercial Construction, Residential Design, Title 24. Client Relationship Management: Act as a primary technical consultant to retain and grow existing client partnerships, attending high-stakes meetings and translating client needs into engineering realities.
NewAccount Manager - State Farm Agent Team Member Candice Kistner - State Farm AgentAccount Manager - State Farm Agent Team MemberPalo Alto, CABy accepting employment with a State Farm agent and/or successfully completing any licensing or training programs required by a State Farm agent, you are not guaranteed, promised or given any form of selection preference, should you choose to leave the agent’s employment and pursue the opportunity of becoming an independent contractor agent for State Farm Insurance Companies. Pride in working for the top 1% of all 19,400 State Farm Agents in the United States of America (Exotic Qualifier, President's Club Qualifier, Chairman's Circle Qualifier, many, many, many times over.
NewManager, Business Optimization (Global Logistics) Profit Recovery PartnersManager, Business Optimization (Global Logistics)Santa Ana, CA$120,000–$160,000 / yearWe partner with FORTUNE 1000 corporations, leading law firms, private equity firms, and private enterprises across North America to design, implement, and sustain transformative cost-reduction strategies. Win as a team- lead a small team of direct reports responsible for their own projects from start to finish and assisting with analysis, work product creation and client presentation support.
NewAccount Manager - State Farm Agent Team Member Art Holland - State Farm AgentAccount Manager - State Farm Agent Team MemberSan Jose, CAAs Account Manager - State Farm Agent Team Member for Art Holland - State Farm Agent, you are vital to our daily business operations and customers’ success. Please review our website below, and if you think our office is a good fit, and you are ready to embark on an exciting career in insurance sales, we want to hear from you! www.artholland.net.
NewRelationship Manager Commercial Bank of CaliforniaRelationship ManagerSan Jose, CA$100,000–$150,000 / yearIn alignment with CBC’s commitment to life wealth and community impact, you will represent the organization at civic and community events, strengthening our presence and building meaningful connections. You will proactively engage with clients to understand their financial goals, provide tailored guidance, and identify opportunities to deepen relationships through deposit, lending, and treasury services.
NewAssistant Kitchen Manager ENTRE COMALES LLCAssistant Kitchen ManagerSan Jose, CAEntre Comales is a new restaurant located in the heart of downtown San Jose, CA, dedicated to bringing authentic Mexican and Salvadoran cuisine to our community. The ideal candidate will have a strong background in food service management, with skills in food preparation, team management, and kitchen operations.
NewTax Senior Associate Quix Recruitment Group LtdTax Senior AssociateSan Francisco, CAJob Description Quix Recruitment is excited to collaborate with a prestigious Big 4 professional services firm to recruit for a Tax Senior Associate role within their Tax Line of Service, based in the Cayman Islands. Expertise in compliance and consulting for investment partnerships, including hedge funds, mutual funds, private equity, and venture capital funds.
NewBusiness Development Associate Liberty Group, LLC.Business Development AssociateOakland, CASupport Office Manager in welcoming guests (parking, refreshments, directing them to meeting rooms, alerting required staff), provide backup for all incoming calls, and assist with Liberty Group office and building maintenance matters as needed. This job description is meant to describe the general nature and level of work being performed; it is not intended to be construed as an exhaustive list of all responsibilities, duties, and skills required for the position, and in no way states or implies that these are the only duties to be performed by the employee occupying this position.
NewTax Partner - UHNW (Los Angeles) Mercer AdvisorsTax Partner - UHNW (Los Angeles)Los Angeles, CA$212,500–$250,000 / yearIdentify planning opportunities and risks arising from business transactions, concentrated positions, real estate, carried interests, equity compensation, major charitable gifts, residency changes, and cross-border exposure (foreign trusts, PFICs, GILTI, FATCA/FBAR) bringing in specialists when the issue calls for deeper expertise. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.*.
NewAttorney (Estate Planning Strategist) - (Bay Area, Orange County, San Diego) Mercer AdvisorsAttorney (Estate Planning Strategist) - (Bay Area, Orange County, San Diego)Orange, CARemote$90,000–$130,000 / yearToday, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.*. For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team.
NewSenior Tax Associate (California) Mercer AdvisorsSenior Tax Associate (California)San Francisco, CA$90,000–$105,000 / yearToday, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.*. For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team.
NewManaging Partner, Estate Planning - UHNW (Los Angeles) Mercer AdvisorsManaging Partner, Estate Planning - UHNW (Los Angeles)Los Angeles, CA$255,000–$300,000 / yearToday, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.*. We are a team of world-class fiduciary professionals delivering integrated advice across investments, financial planning, estate strategy, tax strategy, and more with the aim of making every client feel like our only client.
NewManaging Partner, Estate Planning - UHNW (Orange County) Mercer AdvisorsManaging Partner, Estate Planning - UHNW (Orange County)Newport Beach, CA$255,000–$300,000 / yearToday, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.*. We are a team of world-class fiduciary professionals delivering integrated advice across investments, financial planning, estate strategy, tax strategy, and more with the aim of making every client feel like our only client.
NewManaging Partner, Estate Planning - UHNW (San Francisco) Mercer AdvisorsManaging Partner, Estate Planning - UHNW (San Francisco)San Francisco, CA$300,000–$450,000 / yearToday, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.*. We are a team of world-class fiduciary professionals delivering integrated advice across investments, financial planning, estate strategy, tax strategy, and more with the aim of making every client feel like our only client.
NewEstate Planning Partner, UHNW (Los Angeles, CA) Mercer AdvisorsEstate Planning Partner, UHNW (Los Angeles, CA)Los Angeles, CA$212,500–$250,000 / yearDesign and implement comprehensive estate plans incorporating advanced wealth transfer techniques, including irrevocable trusts (GRATs, IDGTs, ILITs, SLATs, CRTs, QPRTs), revocable trusts, wills, powers of attorney, healthcare directives, and funding-related documents. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.*.
NewEstate Planning Partner, UHNW (San Francisco) Mercer AdvisorsEstate Planning Partner, UHNW (San Francisco)San Francisco, CA$250,000–$400,000 / yearDesign and implement comprehensive estate plans incorporating advanced wealth transfer techniques, including irrevocable trusts (GRATs, IDGTs, ILITs, SLATs, CRTs, QPRTs), revocable trusts, wills, powers of attorney, healthcare directives, and funding-related documents. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.*.
NewEstate Planning Partner, UHNW (Orange County) Mercer AdvisorsEstate Planning Partner, UHNW (Orange County)Newport Beach, CA$212,500–$250,000 / yearDesign and implement comprehensive estate plans incorporating advanced wealth transfer techniques, including irrevocable trusts (GRATs, IDGTs, ILITs, SLATs, CRTs, QPRTs), revocable trusts, wills, powers of attorney, healthcare directives, and funding-related documents. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron's for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients' best interests — always.*.