Strategic Financial Consultant
4 days ago
Rival Sourcing LLC is seeking a Strategic Financial Consultant to join our team. As a Private Wealth Management Expert, you will be responsible for managing and maintaining relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience.
The ideal candidate will be a proactive, energetic and entrepreneurial business builder who thrives and excels in a competitive industry. They will have a proven sales success and strong business acumen, with the ability to communicate with clarity and have exceptional presentation skills.
The Financial Services Professional will be responsible for driving business results and acquiring new assets, both from existing client base and new client acquisition. They will advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs.
The successful candidate will have six plus years of work experience in the Private Banking or Financial Services industry, with a Bachelor's degree required and an MBA, JD, CFA, or CFP preferred. They will also have Series 7 & 66 licenses required for the position.
Rival Sourcing LLC offers a dynamic and credible professional environment with a strong community presence and an established network. The company is committed to providing exceptional client experiences and delivering holistic goals-based planning approaches.
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Underwriting Consultant
5 days ago
Walnut Creek, California, United States CNA Financial Corporation Full timeJob DescriptionYou have a clear vision of where your career can go. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential.Job SummaryCNA's Commercial Middle Markets team provides standard lines commercial property and casualty...
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Financial Planning and Analysis Specialist
2 months ago
Walnut Creek, California, United States Kaiser Permanente Full timeJob Summary:Kaiser Permanente is seeking a highly skilled Financial Planning and Analysis Specialist to join our team. As a key member of our financial operations team, you will be responsible for providing financial and operational consulting services to our medical center administrative, ancillary, inpatient, primary, and specialty care departments.Key...
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Financial Consultant
1 week ago
Walnut Creek, California, United States GFI - Partnership Full timeJob OverviewGFI - Partnership is seeking a highly motivated and results-driven Financial Educator to join our remote team. As a key member of our sales team, you will be responsible for converting pre-screened leads and fostering relationships with past clients to generate repeat business.Key ResponsibilitiesDevelop risk management strategies for each...
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Senior Financial Consultant
4 days ago
Walnut Creek, California, United States Rival Sourcing LLC Full timeJob SummaryRival Sourcing LLC is seeking a highly skilled Senior Financial Advisor to join our team. As a key member of our Private Wealth Management group, you will be responsible for managing and maintaining relationships with clients, driving business results, and advising clients on their overall balance sheet.Key ResponsibilitiesClient Relationship...
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Senior Financial Consultant
2 weeks ago
Walnut Creek, California, United States Rival Sourcing LLC Full time{"Job Title": "Senior Financial Advisor", "Job Description": "Key ResponsibilitiesAs a Senior Financial Advisor, you will be responsible for managing and maintaining relationships with clients by earning their trust, thoroughly understanding their needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client...
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Wealth Management Consultant
3 weeks ago
Walnut Creek, California, United States The Ladders Full timeJob TypeFull-timeDescriptionThe Wealth Management Consultant plays a pivotal role in delivering exceptional service to clients while actively pursuing opportunities to attract new clientele. This position emphasizes leadership, guiding team members towards their professional growth and success.Key Responsibilities:1. **Business Development** - Engage with...
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Corporate Financial Director
4 weeks ago
Walnut Creek, California, United States Build Group Full timeCorporate Controller Job DescriptionThe Corporate Controller plays a key leadership role in the company, overseeing the division's corporate accounting department and ensuring compliance with generally accepted accounting principles. This role is responsible for designing adequate and effective control procedures, preparing monthly and quarterly financial...
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Underwriting Consultant
5 days ago
Walnut Creek, California, United States CNA Full timeJob SummaryCNA is seeking a highly skilled Underwriting Consultant to join our team. As an Underwriting Consultant, you will be responsible for reviewing applications and financial requirements to determine the acceptability of risk in accordance with CNA's guidelines and standards. You will also be responsible for understanding pricing components and rating...
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Business Risk Consultant
2 weeks ago
Walnut Creek, California, United States Factory Mutual Insurance Company Full timeJob Title: Business Risk ConsultantOverview:Factory Mutual Insurance Company is a leading provider of property insurance solutions to the world's largest businesses. Our team of experts helps clients mitigate risks and maintain business continuity through cutting-edge loss-prevention engineering, risk management skills, and tailored risk transfer...
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Financial Analyst
4 days ago
Walnut Creek, California, United States The Arcticom Group Full timeFinancial Analyst RoleThe Arcticom Group is seeking a skilled Financial Analyst to support its operating companies in a finance analyst role.As a Financial Analyst, you will work with operating company leaders to develop and maintain revenue and expense forecasts, along with weekly cash forecasting.You will gain an in-depth understanding of the business unit...
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Financial Director
3 weeks ago
Walnut Creek, California, United States Tandym Group Full timeFinancial Controller Job DescriptionTandym Group is seeking a seasoned Financial Controller to oversee all financial activities, ensuring compliance with regulatory requirements, optimizing financial processes, and providing strategic insights to drive business growth.Key Responsibilities:Financial Operations: Oversee the financial operations of the company,...
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Chief Financial Officer
2 weeks ago
Walnut Creek, California, United States Central Garden & Pet Full timeJob Summary The Chief Financial Officer - Pet Segment will serve as a strategic advisor to the President of Pet Products, providing financial guidance and oversight to drive business growth and profitability. This role will be responsible for leading the financial planning and analysis function, developing and implementing financial strategies, and ensuring...
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Financial Planning Specialist
1 week ago
Walnut Creek, California, United States Kaiser Permanente Full timeJob Summary:This role is responsible for providing financial and operational consulting services to a portfolio of medical center departments. The ideal candidate will have a strong understanding of healthcare operations and be able to analyze complex data to drive business decisions.The Financial Planning Specialist will work closely with clinical...
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Senior Consultant
3 weeks ago
Walnut Creek, California, United States CBIZ Full timeJob Title: Senior ConsultantCBIZ is seeking a highly skilled Senior Consultant to join our team. As a Senior Consultant, you will be responsible for providing expert advice and guidance to clients in the area of financial services.Key Responsibilities:Review and provide feedback on consultant work productManage all aspects of project completion, including...
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Environmental Health and Safety Consultant
2 weeks ago
Walnut Creek, California, United States Environmental Resources Management (ERM) Full timePrincipal Consultant, Environmental Health and SafetyERM is seeking a seasoned Principal Consultant, Environmental Health and Safety to join our Safety Services team and contribute to a wide range of projects across various industries.As a leader in the field of environmental health and safety, ERM is committed to helping organizations deliver sustainable,...
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Financial Analyst
2 weeks ago
Walnut Creek, California, United States HF&H Consultants, LLC Full timeJob SummaryWe are seeking a highly skilled Bookkeeper to join our team at HF&H Consultants, LLC. As a Bookkeeper, you will be responsible for performing a variety of accounting and financial tasks, including general ledger maintenance, accounts payable and receivable, and payroll administration.The successful candidate will have a strong background in...
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Senior Geologist Consultant
1 month ago
Walnut Creek, California, United States ERM Full timeSenior Geologist ConsultantWe are seeking a highly skilled Senior Geologist Consultant to join our Site Investigation & Remediation technical team in Walnut Creek or Sacramento, CA. As a Senior Geologist Consultant, you will provide project management and technical assistance on site investigation, remediation, and environmental construction projects for...
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Senior Medical Writing Consultant
4 days ago
Walnut Creek, California, United States CBIZ Full timeCBIZ is seeking a Senior Medical Writing Consultant to join our team. As a key member of our financial services team, you will be responsible for consulting in the area of medical writing and financial analysis. Your expertise will be essential in managing all aspects of project completion, including conducting solid analysis and participating in business...
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Senior Consultant
4 days ago
Walnut Creek, California, United States CBIZ Full timeJob SummaryCBIZ is seeking a Senior Consultant to join our team. As a Senior Consultant, you will be responsible for consulting in area of expertise, management of work and review of engagement product, and conduct solid analysis; deliver solutions for internal and external clients.Key ResponsibilitiesReview Consultant work product and provide...
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Financial Services Expert
4 days ago
Walnut Creek, California, United States Fidelity Investments Full timeInvestor Center RoleAs a Financial Consultant at Fidelity Investments, you will work closely with our clients to provide personalized guidance and planning, helping to extend the reach of our brand. We offer a supportive environment with an open architecture product platform and top-notch training.Key ResponsibilitiesEngage face-to-face with clients to...