Investment Advisor

Job Title: Investment AdvisorWe are seeking an experienced Investment Advisor to join our team at Innova Solutions. As an Investment Advisor, you will be responsible for managing the financial assets of our clients, providing expert advice on investment strategies, and building strong relationships with our clients.Key Responsibilities:Manage the financial...

About the RoleThis is a home-office-based position with approximately 25% travel to visit clients and attend conferences.Job OverviewAs an Account Relationship Manager, you will be the West Coast ambassador, introducing yourself to financial advisors, assessing their needs, and conducting educational sessions like lunch-and-learns and webinars. Your goal is...

About the RoleThis is a home-office-based position with approximately 25% travel to visit clients and attend conferences.Account Relationship Manager – Donor-Advised FundsAbout the Employer: Our client, a top provider of technology and managed services for Donor-Advised Funds (DAFs) used by financial institutions, is seeking a West Coast-based Account...

Job Title: Associate Wealth ArchitectAt Wealth Architects, we are seeking a highly motivated and detail-oriented Associate Wealth Architect to join our team. As a key member of our advisory team, you will play a critical role in supporting our Wealth Architects and clients in wealth management and financial planning.Key Responsibilities:Support the advisory...

About the RoleWe are seeking a highly skilled Talent Acquisition Manager to join our team at Intuit. As a key member of our People and Places team, you will play a critical role in driving a high-performing organization in a growth-oriented global company.Key ResponsibilitiesPartner with business leaders to deeply understand and advise on current and future...

About the RolePure Storage is seeking an accomplished Chief of Staff to support our General Manager. As a trusted advisor and strategic partner, you will play a critical role in driving business outcomes and empowering the Product Organization.Key ResponsibilitiesDrive and track portfolio strategy and execution with engineering, GTM, and other G&A...

Job SummaryWe are seeking a highly motivated and detail-oriented Wealth Architect Associate to join our team. As a Wealth Architect Associate, you will work closely with our Wealth Architects and clients to provide exceptional service and support in wealth management and financial planning.Key ResponsibilitiesSupport Wealth Architects and clients in...

About the RoleWe are seeking a dynamic leader to oversee the implementation of our electric vehicle (EV) charging program. This role involves comprehensive planning, detailed reporting, active customer engagement, and administrative management of EV charging installations across a diverse property portfolio.The successful candidate will collaborate with EV...

About Haus Analytics Inc.Haus Analytics Inc. is a pioneering decision science platform that empowers businesses to make data-driven decisions in a world where data sharing and personal identifiable information (PII) are restricted.Our platform leverages frontier causal inference-based econometric models to run experiments and provide actionable insights to...

Chief of Staff to General ManagerPure Storage is seeking an accomplished Chief of Staff to support our General Manager in driving strategic initiatives and operational excellence across the Product Organization and GTM teams.Key Responsibilities:Drive and track portfolio strategy execution with engineering, GTM, and other G&A teamsEstablish a discipline...

About the RolePure Storage is seeking a highly skilled and experienced Chief of Staff to join our team. As a key member of our leadership team, you will provide strategic support to our General Manager and drive the execution of key initiatives across the organization.Key ResponsibilitiesDrive and track portfolio strategy & execution with both engineering as...

Job Title: Chief of Staff to General ManagerWe are seeking an accomplished Chief of Staff to our General Manager, who will provide strategic and operational support to drive business growth and success.Key Responsibilities:Drive and track portfolio strategy and execution with both engineering and GTM organizationSupport the GM in setting and communicating...

About the RoleWe are seeking a dynamic leader to lead all aspects of the implementation of our electric vehicle (EV) charging program. This role involves comprehensive planning, detailed reporting, active customer engagement, and administrative management of EV charging installations across a diverse property portfolio.Key ResponsibilitiesFocus on delivering...

About the RoleWe are seeking a dynamic leader to spearhead the implementation of our electric vehicle (EV) charging program.This role involves comprehensive planning, detailed reporting, active customer engagement, and administrative management of EV charging installations across a diverse property portfolio.Additionally, you will collaborate with EV...

Job Title: Investment AdvisorWe are seeking an experienced Investment Advisor to join our team at Innova Solutions. As an Investment Advisor, you will be responsible for managing the financial assets of our clients, providing expert advice on investment opportunities, and developing strategies to achieve their financial goals.Key Responsibilities:Manage...

Job Title: Investment AdvisorWe are seeking an experienced Investment Advisor to join our team at Innova Solutions. As an Investment Advisor, you will be responsible for managing the financial assets of our clients, providing expert advice on investment opportunities, and developing strategies to achieve their financial goals.Key Responsibilities:Manage...

4 out of 5 of our Advisors are veterans or military spousesWho we are:First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth.What our Advisors do: Directly engage...

4 out of 5 of our Advisors are veterans or military spouses Who we are: First Command is committed to helping military families get their financial lives squared away. As we continue to expand our advisor force, we are seeking leaders who have internal drive, entrepreneurial mindsets and a desire for professional growth. What our Advisors do:  Directly...

Overview As members of the People and Places team, we are stewards of Intuit's greatest strategic asset: Our People. Our mission is to drive a high performing organization in a growth oriented global company. Our vision is to inspire the world’s top talent to innovate and make a difference. Intuit is experiencing extraordinary growth across our...

Job DescriptionJob DescriptionOur client, a rapidly scaling tech company, is revolutionizing the way users engage with local news and community-driven content. By building partnerships with local content creators and publishers, they are reshaping how communities stay informed. As a leader in the tech industry, the company is looking for a experienced...

Senior AccountantDue to growth. The Senior Accountant is responsible for the overall deliverables for their clients Quarterly financials, monthly cash flow and daily disbursements. Mentoring and reviewing work of staff accountant when position is available. Direct client contact for processing client's bills and setting up new accounts for service. KEY...

Investment Advisor OpportunityWe are seeking a skilled Investment Advisor to join our team at Innova Solutions. As a key member of our wealth management team, you will be responsible for providing expert financial guidance to our clients.Key Responsibilities:Develop and implement personalized investment strategies for clientsConduct thorough financial...

Join Our Team of Financial AdvisorsAt First Command Financial Services, Inc., we're committed to helping military families achieve their financial goals. As a Financial Advisor, you'll play a critical role in coaching military families on how to build a holistic financial plan, including savings, investments, and insurance.Key Responsibilities:Partner with...

General Description: Responsible for independently and proactively managing assigned Premier in Client Tiers 2 and 3 (HNW & Affluent). Activities include, but are not limited to renewal marketing, handling client questions and requests, and completing an annual client review with thorough risk assessment of current and future exposures. Required to perform...