Senior Wealth Advisor
2 weeks ago
At Charles Schwab, we're committed to empowering our employees' personal and professional success. As a Senior Wealth Advisor, you'll have the opportunity to make a meaningful impact on the lives of our clients, working as a fiduciary within a dedicated team to deliver an exceptional client experience.
Key Responsibilities:- Provide personalized investment advice to clients, leveraging a vast array of products to help them achieve their financial goals.
- Work collaboratively with a team of experienced professionals to deliver exceptional client service and support.
- Mentor junior team members, sharing your expertise and knowledge to help them grow and develop in their careers.
- Stay up-to-date on industry trends and developments, applying your knowledge to provide innovative solutions for our clients.
- A competitive salary and bonus structure, with opportunities for professional growth and development.
- A comprehensive benefits package, including health, dental, and vision insurance, as well as a 401(k) plan with company match.
- A hybrid work and flexibility approach, balancing our commitment to workplace flexibility with the need to serve our clients.
- Opportunities for professional development, including tuition reimbursement and paid time for vacation, volunteering, and sabbatical leave.
We're looking for a highly motivated and experienced professional who is passionate about delivering exceptional client service and making a meaningful impact in the financial services industry. If you're looking for a challenging and rewarding career opportunity, we encourage you to apply.
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Senior Wealth Advisor
3 weeks ago
Huntington Park, California, United States Charles Schwab Full timeUnlock Your Potential as a Senior Wealth AdvisorAt Charles Schwab, we're committed to empowering our employees' personal and professional success. As a Senior Wealth Advisor, you'll have the opportunity to make a meaningful impact on the lives of our clients, working as a fiduciary within a dedicated team to deliver an exceptional client experience.Key...
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Honda Service Advisor
1 day ago
Huntington Beach, California, United States Norm Reeves Auto Group Full timeService Advisor - HondaJoin Norm Reeves Honda in Huntington Beach as a Service Advisor and be part of a dynamic team that delivers exceptional customer experiences. As a Service Advisor, you will play a crucial role in creating a seamless and satisfying experience for our guests.Key Responsibilities:Greet guests and communicate effectively to understand...
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Vice President, Client Advisor
3 weeks ago
Menlo Park, California, United States The Whittier Trust Company Full timeAbout the RoleWe are seeking a highly skilled and experienced Vice President, Client Advisor to join our team at The Whittier Trust Company. As a key member of our client services team, you will be responsible for managing high net worth clients and developing new business opportunities.Key ResponsibilitiesManage a portfolio of high net worth clients,...
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Intensive Care Unit Nurse
3 weeks ago
Huntington Beach, California, United States American Medical Staffing Full timeEmpowering Your Career in Intensive CareAt American Medical Staffing, we understand the importance of finding the right fit for your professional journey. As a seasoned RN - ICU, you have a wealth of experience and skills to share. We invite you to explore our agency contract positions in Huntington, West Virginia, where you can leverage your expertise to...
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Executive Vice President, Client Solutions
3 weeks ago
Menlo Park, California, United States Whittier Trust Full timeAbout Whittier TrustWhittier Trust is a leading multi-family office providing customized investment solutions for high-net-worth individuals and their families. Our team of dedicated professionals delivers exceptional client service and tailored solutions for complex family situations.Job SummaryWe are seeking a seasoned professional to join our team as a...
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Senior Consultant, Customer Experience Advisory
2 weeks ago
Menlo Park, California, United States Genesys Cloud Services, Inc. Full timeAbout the RoleWe are seeking a highly skilled Senior Consultant to join our CX Advisory and Transformation Consulting practice at Genesys Cloud Services, Inc. As a Senior Consultant, you will play a pivotal role in aiding our customers with their experience transformation.Key ResponsibilitiesEnsure client success with Experience Index deliverables and all...
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Head of Investor Relations
4 weeks ago
Menlo Park, California, United States CyberCoders Full timeJob Title: Head of Investor RelationsThis is an exciting opportunity for a senior candidate with extensive capital formation experience to join our team at CyberCoders.Key Responsibilities:Build relationships with prospective fund investorsSupport the fund in its next fund raise, targeting $500m+Support and coach the IR teamHelp with investor reports,...
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iOS Software Engineer
2 weeks ago
Menlo Park, California, United States PTR Global Full timeJob Title: iOS DeveloperAt PTR Global, we are seeking an experienced iOS Developer to join our team. As a senior iOS Developer, you will be responsible for designing, developing, and maintaining our hybrid App for Client's Wealth Management.Key Responsibilities:Develop and maintain custom Cordova plugins, including hooksPerform annual maintenance on the...
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Head of Investor Relations
1 week ago
Menlo Park, California, United States CyberCoders Full timeJob Title: Head of Investor RelationsWe are seeking a seasoned professional to lead our investor relations efforts and support our fund in its next fund raise, targeting $500m+.Key Responsibilities:Build relationships with prospective fund investorsSupport the fund in its next fund raise, targeting $500m+Support and coach the IR teamHelp with investor...
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Senior Consultant, Customer Experience Advisory
3 weeks ago
Menlo Park, California, United States Genesys Cloud Services, Inc. Full timeAbout Genesys Cloud Services, Inc.Genesys Cloud Services, Inc. is a leading provider of customer experience solutions, empowering organizations to deliver exceptional experiences across every touchpoint. Our cloud-based platform enables businesses to orchestrate billions of customer interactions, driving loyalty and revenue growth.Job DescriptionWe are...
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Field CTO, Chief Evangelist
2 weeks ago
Menlo Park, California, United States vFunction Full timeSeeking a Field CTO, Chief EvangelistvFunction is looking for an experienced technical leader to join our team as a Field Chief Technology Officer (CTO), Chief Evangelist. This high-impact role involves working with the developer community, providing thought leadership, supporting strategic customer and partner engagements, and collaborating closely with the...
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Client Partner, Amazon
5 days ago
Menlo Park, California, United States META Full timeJob Title: Client Partner, AmazonWe are seeking a highly skilled Client Partner to join our team at Meta. As a Client Partner, you will be responsible for building and maintaining strong relationships with our top advertisers, driving revenue growth, and developing executive client influence.Key Responsibilities:Strategic account planning to drive...
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Strategic Operations Partner to CEO
1 month ago
Menlo Park, California, United States GRAIL, Inc. Full timeChief of Staff to CEOThis pivotal role serves as the Chief of Staff to GRAIL's CEO, working in close collaboration with the company's leadership team to drive strategic initiatives and ensure seamless executive operations. This hybrid position requires an onsite presence in Menlo Park, CA, three days a week, including Tuesdays and Thursdays, offering the...
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Client Partner, Amazon
3 weeks ago
Menlo Park, California, United States META Full timeJob Title: Client Partner, AmazonWe are seeking a highly skilled Client Partner to join our team at Meta. As a Client Partner, you will be responsible for building and maintaining strong relationships with our top advertisers, driving revenue growth, and developing executive client influence.Key Responsibilities:Strategic account planning to drive...
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Sales Associate
2 weeks ago
Canoga Park, California, United States Venus ET Fleur LLC Full timeAbout UsVenus ET Fleur LLC is a custom rose atelier that combines the romantic tradition of sending flowers with stylish design. We specialize in lush, customizable arrangements that are everlasting roses, maintaining freshness for over a year. Each personalized hand-delivery or shipment arrives opulently encased in a Parisian-inspired keepsake hatbox,...
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Financial Planning Director
3 weeks ago
Menlo Park, California, United States Quicken Full timeDirector, Financial Planning & AnalysisA critical member of the G&A leadership team, reporting to the Chief Financial Officer, is sought to lead the planning, forecasting, and analysis functions of the finance team. This role will have a highly visible position across the organization while leading a small team.Key Responsibilities:Planning: Drive the...
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Chief Financial Planning Officer
1 week ago
Menlo Park, California, United States OSI Engineering Full timeDirector, Financial Planning & AnalysisA key member of the OSI Engineering G&A leadership team, reporting to the Chief Financial Officer, is sought to lead the planning, forecasting, and analysis functions of the finance team. This role will have a highly visible impact across the organization while leading a small team.Responsibilities:Planning: Drive the...
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Client Partner, Amazon
3 weeks ago
Menlo Park, California, United States META Full timeJob SummaryMeta is seeking a seasoned Client Partner to drive strategic growth and client success. As a key member of our Global Business Group, you will be responsible for building and maintaining strong relationships with top advertisers, leveraging your expertise in platform mastery and client business acumen to deliver impactful solutions.Key...
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Financial Planning Director
3 weeks ago
Menlo Park, California, United States OSI Engineering Full timeJob Title: Director, Financial Planning & AnalysisJoin OSI Engineering, a leading Fin Tech company, as we seek a highly skilled Director of Financial Planning & Analysis to lead our finance team.Job Summary:This is a critical role that will drive the overall financial planning process, including the Annual Plan, quarterly forecasts, and multi-year...
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Menlo Park, California, United States Department Of Energy Full timeJob SummaryWe are seeking a highly skilled Interdisciplinary General Engineer/Physical Scientist to join our team at the Department of Energy. As a senior safety and health advisor, you will be responsible for overseeing the management of safety and environmental stewardship.Key ResponsibilitiesDevelop and evaluate short- and long-term safety goals,...