Account Advisor

Job DescriptionJob DescriptionFP&A/Strategic Finance LeadLocation: San Francisco Bay Area*About the CompanyWe believe it should be easy for pet parents to do the right thing. At Pawlicy Advisor, personalized advice from the most trustworthy experts ensures pets get the best care possible.Pawlicy Advisor is a fast-growing, venture-backed startup focused on...

Job DescriptionJob DescriptionWe’re looking for an experienced, engaging, highly organized, tech-savvy, Executive Assistant preferably with startup or tech experience to join our team. Our current team has expanded and so has the workload! You will manage a wide variety of administrative tasks and projects from conference planning and logistics to...

Job DescriptionJob DescriptionIs this You?Are you a great listener and problem-solver; tech-savvy and a licensed Property/Casualty insurance agent who loves helping people and their pets? Then we want to hear from you! About This RoleWe’re seeking a licensed P&C Insurance Agent, preferably with pet insurance experience, to join our team and help our...

Job DescriptionJob DescriptionWe’re looking for an experienced, engaging, highly organized, tech-savvy, Administrative Assistant preferably with startup or tech experience to join our team. Our current team has expanded and so has the workload! You will manage a wide variety of administrative tasks and projects from conference planning and logistics to...

Judson Group has been retained by a growing independently held RIA in the search for an Associate Wealth Advisor. This individual will be supporting the firms Senior Advisors with financial planning responsibilities while taking on lead client responsibilities as appropriate. The ideal candidate will have experience handling complex client transactions,...

Judson Group has been retained by a growing independently held RIA in the search for an Associate Wealth Advisor. This individual will be supporting the firm’s Senior Advisors with financial planning responsibilities while taking on lead client responsibilities as appropriate. The ideal candidate will have experience handling complex client transactions,...

Judson Group has been retained by a growing independently held RIA in the search for an Associate Wealth Advisor. This individual will be supporting the firm’s Senior Advisors with financial planning responsibilities while taking on lead client responsibilities as appropriate. The ideal candidate will have experience handling complex client transactions,...

Reference Number: HRJ7514 Location: San Francisco, California Judson Group has been retained by a female founded RIA with a business owner and tech executive client focus in it’s search for an Associate Wealth Advisor . This individual will support the firm advisors and other team members by providing comprehensive financial planning with existing and...

Job DescriptionJob DescriptionClient Advisor/Fiduciary AdvisorSouth Pasadena, CALos Angeles, CANewport Beach, CAISCs team of Financial Services Recruiters is partnering with a leading and highly ranked Multi-Family Office & Trust Company on a Client Advisor opportunity. They are looking to add key players to their West Coast offices as they continue to grow...

The ideal candidate for this role will be someone who enjoys building relationships and who is committed to providing an excellent client experience. This candidate will also have a positive attitude, be team oriented, and understand the importance of 100% accountability. The Associate Advisor is part of a team that directly manages a defined portfolio of...

The ideal candidate for this role will be someone who enjoys building relationships and who is committed to providing an excellent client experience. This candidate will also have a positive attitude, be team oriented, and understand the importance of 100% accountability. The Associate Advisor is part of a team that directly manages a defined portfolio of...

The ideal candidate for this role will be someone who enjoys building relationships and who is committed to providing an excellent client experience. This candidate will also have a positive attitude, be team oriented, and understand the importance of 100% accountability. The Associate Advisor is part of a team that directly manages a defined portfolio of...

As a Customer Advisor you bring our mission to life by making meaningful connections with our senior aged customers and their care takers. You will assist with a wide variety of call types including billing, account support, conversational troublesho Advisor, Customer Experience, Health, Retail, Customer, Support

Position Type: Regular Your Opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. When you join us as an Advisor Services Associate, you're starting your career with the industry leader in providing...

Job DescriptionJob DescriptionSpecific Responsibilities include:· Review daily cash and position reconciliations and resolve breaks with brokers, traders, prime brokers and fund administrators.· Provide day-to-day operations support for trading.· Review trading allocations amongst accounts.· Prepare and distribute daily trade files to appropriate...

Attention to details, organization, and good analytical skills are essential to this role Minimum 5 years’ experience in General Accounting or financial audit Experience in monthly close activities or financial audit in a deadline-driven environment ERP systems experience, bonus point for Oracle EBS and/or SAP Excellent in Excel and data analytics Strong...

SUMMARY This Senior Accountant role is part of the U.S. Controllership team. This role will be reporting to the Director, U.S. Controllership, and be part of a great team who values flexibility, excellence, integrity, and work-life balance. We are a global company with teams across the US, EUCAN, ICON, and other regions. This role will be responsible for the...

Job DescriptionJob Description SummaryThe Education Sales Specialist is responsible for the overall B&M sales growth and retail partners' brand training in the San Francisco/Bay Area (West Bay and East Bay), CA RegionThis is a Part-time, Contract-to-hire role. Roles & Responsibilities•          Reports to Regional Account Executive...

Envestnet is seeking a passionate and talented Revenue Accountant I to join our Finance team. Envestnet is transforming the way financial advice and wellness are delivered. Our mission is to empower advisors and financial service providers with innovative technology, solutions, and intelligence to make financial wellness a reality for everyone. Since our...

Description***Please apply here and contact Michelle Espejo via LinkedIn or Email for fastest consideration for this opportunity.Join the forefront of financial innovation with our client, a global independent investment management powerhouse, as they expand their newly established office with a vibrant and dynamic team. Enjoy a competitive compensation...