Strategic Financial Consultant
3 weeks 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
4 weeks 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 Operations Consultant
2 weeks ago
Walnut Creek, California, United States Kaiser Permanente Full timeWe are seeking a highly skilled Financial Operations Consultant to join our team at Kaiser Permanente. As a key member of our organization, you will play a critical role in serving as a financial and operational consultant for a portfolio of medical center administrative, ancillary, inpatient, primary and/or specialty care departments.
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Financial Consultant
4 weeks 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
3 weeks 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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Underwriting Consultant
4 weeks 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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Financial Analyst
3 weeks 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 Planning Specialist
4 weeks 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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Financial Planning Manager
2 weeks ago
Walnut Creek, California, United States Hoxton Circle Full timeSenior Financial Analyst RoleAt Hoxton Circle, we are seeking a skilled Senior Financial Analyst to play a key role in supporting various business units and partnering with company leaders to develop and manage revenue and expense forecasts and weekly cash projections.Key Responsibilities:Develop and Maintain Accurate Forecasts: Utilize financial analysis...
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Environmental Health and Safety Consultant
1 month 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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Senior Medical Writing Consultant
3 weeks 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
3 weeks 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
3 weeks 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...
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Senior Geologist Consultant
1 month ago
Walnut Creek, California, United States Environmental Resources Management Full timeJob Title: Senior Geologist ConsultantWe are seeking a highly skilled Senior Geologist Consultant to join our team at Environmental Resources Management. As a key member of our Site Investigation & Remediation technical team, you will be responsible for providing project management and senior technical assistance on site investigation, remediation, and...
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Senior Financial Analyst
3 weeks ago
Walnut Creek, California, United States The Arcticom Group Full timeThe Arcticom Group is a U.S.-based network of commercial and industrial mechanical services companies that provide HVACR service, maintenance, and installation services throughout North America.As a Senior Financial Analyst, you will be responsible for supporting the different operating companies of TAG in a finance analyst role.You will work with operating...
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Senior Geologist Consultant
1 month ago
Walnut Creek, California, United States Environmental Resources Management Full timeJob Title: Managing Consultant, Engineer/Geologist – Site Investigation & RemediationWe are seeking a highly skilled and experienced Managing Consultant, Engineer/Geologist – Site Investigation & Remediation to join our Contaminated Site Management technical team in Walnut Creek, CA.Key Responsibilities:Manage and provide technical expertise on site...
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Senior Geologist Consultant
1 month ago
Walnut Creek, California, United States ERM Full timeSenior Geologist ConsultantERM is seeking a highly skilled Senior Geologist Consultant to join our Site Investigation & Remediation technical team in California. As a senior-level professional, you will provide project management and technical assistance on site investigation, remediation, and environmental construction projects for clients locally and...
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Financial Manager
4 weeks ago
Walnut Creek, California, United States Novogradac & Company Full timeFinancial Forecasting Manager RoleThe Financial Forecasting Manager at Novogradac & Company will oversee a variety of assignments, including financial forecasting and mixed-finance transaction structuring. This role requires minimal supervision and emphasizes supervising and mentoring Staff and Senior Accountants, strengthening and developing client...
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Risk Management Specialist
4 weeks ago
Walnut Creek, California, United States Factory Mutual Insurance Company Full timeJob SummaryWe are seeking a highly skilled Risk Management Specialist to join our team at Factory Mutual Insurance Company. As a Risk Management Specialist, you will be responsible for providing business risk consulting services to current and potential clients.Key ResponsibilitiesMeet and present to senior client management to develop a sound understanding...
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Chief Financial Officer
3 weeks ago
Walnut Creek, California, United States Central Garden & Pet Full timeJob DescriptionThe Chief Financial Officer - Pet Segment will be responsible for overseeing all financial fiduciary responsibilities for the Pet organization. This includes financial reporting, analysis, budgeting, business planning, and accuracy of Pet financial statements, internal controls, and financial diligence of potential acquisitions.Key...
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Senior Risk Consultant
4 weeks ago
Walnut Creek, California, United States AXA Group Full timeJob SummaryWe are seeking a highly skilled Senior Risk Consultant to join our team at AXA XL Risk Consulting. As a Senior Risk Consultant, you will be responsible for providing consulting services for property and natural hazards in the US. This role requires a robust technical background and practical experience to identify and mitigate property and Nat Cat...