Merrill Financial Solutions Advisor
2 weeks ago
Merrill Financial Solutions Advisors play a critical role in helping high-net-worth clients achieve their financial goals. As a key member of our team, you will be responsible for building and maintaining relationships with existing clients, as well as identifying and acquiring new business opportunities. Your expertise in investment advisory services, coupled with your ability to communicate effectively with clients, will be essential in driving growth and revenue for our organization.
Key Responsibilities:- Develop and implement comprehensive financial plans for high-net-worth clients, taking into account their unique needs and goals.
- Build and maintain strong relationships with existing clients, fostering trust and confidence through regular communication and ongoing support.
- Identify and pursue new business opportunities, leveraging your network and expertise to drive growth and revenue.
- Stay up-to-date on industry trends and developments, applying this knowledge to provide expert advice and guidance to clients.
- A competitive salary and incentives program, reflecting your performance and contributions to our organization.
- Opportunities for professional growth and development, including training and mentorship programs.
- A dynamic and supportive work environment, with a team of experienced professionals who are passionate about delivering exceptional results.
- A comprehensive benefits package, including health, dental, and vision coverage, as well as retirement savings and other perks.
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Merrill Financial Solutions Advisor
3 weeks ago
Brea, California, United States Bank of America Full timeJob Description:Merrill Financial Solutions Advisors work with high-net worth clients to identify their financial needs and develop personalized investment strategies. They review clients' financial goals and recommend investment advisory services that align with those goals.Key Responsibilities:Provide tailored advice to clients through reviews and...
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Oracle Financials Functional Solution Architect
4 weeks ago
Brea, California, United States E-Solutions, Inc. Full timeRole: Oracle Financials Functional Solution ArchitectLocation: Remote (with occasional travel to client locations)Job Description:We are seeking a highly experienced Oracle EBS financial module specialist to join our team at E-Solutions, Inc. as a Financial Solutions Architect.The ideal candidate will have a deep understanding of Oracle EBS financial...
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Oracle Financials Functional Solution Architect
4 weeks ago
Brea, California, United States E-Solutions, Inc. Full timeJob Title: Oracle Financials Functional Solution ArchitectJob Summary:We are seeking an experienced Oracle Financials Functional Solution Architect to join our team at E-Solutions, Inc. The ideal candidate will have a strong background in Oracle EBS financial modules and a proven track record of designing and implementing financial solutions in complex...
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Oracle Financials Functional Solution Architect
4 weeks ago
Brea, California, United States E-Solutions INC Full timeJob DescriptionRole: Oracle Financials Functional Solution ArchitectLocation: Brea, CA (Preference to LA region - Need to be at client location 2 weeks a month)Job Description:As a seasoned Oracle EBS financial module expert, you will design and implement financial solutions in complex environments. With 15+ years of experience, you will develop and document...
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Oracle Financials Solution Architect
4 weeks ago
Brea, California, United States Acunor Infotech Full timeOracle Financials Solution ArchitectAcunor Infotech is seeking a highly skilled Oracle Financials Solution Architect to join our team. As a key member of our financial solutions team, you will be responsible for designing and implementing financial solutions in complex environments.Key Responsibilities:Develop and document functional specifications, system...
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Oracle Financials Solution Architect
4 weeks ago
Brea, California, United States Acunor Inc Full timeJob Title: Oracle Financials Solution ArchitectAcunor Inc is seeking a highly skilled Oracle Financials Solution Architect to join our team.Key Responsibilities:Design and implement financial solutions in complex environments with 15+ years of relevant experience and deep expertise in Oracle EBS financial modules.Develop and document functional...
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Oracle Financials Functional Solution Architect
4 weeks ago
Brea, California, United States Inficare Full timeJob DescriptionAs a Senior Oracle EBS Financial Solutions Expert at Inficare, you will be responsible for designing and implementing financial solutions in complex environments. With 15+ years of experience in Oracle EBS financial modules, you will develop and document functional specifications, system design, and configuration settings.Implementation and...
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Financial Planning Assistant
3 weeks ago
Brea, California, United States California Wealth Transitions Full timepbAbout California Wealth Transitions/b/ppWe are a Hybrid Broker Dealer/Registered Investment Advisory firm with offices in Brea, CA and San Diego, CA. Our focus is on providing highly personalized financial planning and wealth management services to families going through a wealth transition./ppbJob Summary/b/ppThe Financial Planning Assistant will...
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Senior Financial Planning Specialist
3 weeks ago
Brea, California, United States California Wealth Transitions Full timeCalifornia Wealth Transitions (CWT) is a Hybrid Broker Dealer/Registered Investment Advisory (RIA) firm with a strong presence in the financial industry.As a rapidly growing firm with over $800 million in assets under management, CWT provides highly personalized financial planning and wealth management services to over 600 families.Our approach is to...
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Field Solutions Architect
3 weeks ago
Brea, California, United States ViewSonic Full timeJob Title: Field Solutions ArchitectViewSonic is seeking a highly skilled Field Solutions Architect to provide pre-sales field support to our product team. As a key member of our sales team, you will work closely with Field Sales and Product Development personnel to identify customer needs and advise on technical issues.Key Responsibilities:Drive and manage...
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Financial Planning Assistant
1 month ago
Brea, California, United States California Wealth Transitions Full timeAbout California Wealth TransitionsWe are a Hybrid Broker Dealer/Registered Investment Advisory (RIA) firm with two offices in Brea, CA and San Diego, CA. Our focus is on providing highly personalized financial planning and wealth management services to over 600 families going through a wealth transition.About the RoleThe Paraplanner will collaborate with...
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Field Solutions Architect
3 weeks ago
Brea, California, United States ViewSonic Full timeJob SummaryWe are seeking a highly skilled Field Solutions Architect to provide pre-sales field support to our product team. As a key member of our sales team, you will work closely with Field Sales and Product Development personnel to identify customer needs and advise on technical issues.Your primary focus will be on assisting the field sales team in...
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Field Solutions Architect
4 weeks ago
Brea, California, United States ViewSonic Corporation Full timeJob Title: Field Solutions ArchitectJoin ViewSonic Corporation as a Field Solutions Architect and take on a challenging role that requires technical expertise and excellent communication skills. As a key member of our sales team, you will provide pre-sales field support to our product team, working closely with Field Sales and Product Development personnel...
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Senior Financial Systems Architect
4 weeks ago
Brea, California, United States MethodHub Full timeSenior Financial Systems ArchitectMethodHub is seeking a highly experienced Senior Financial Systems Architect to join our team. As a key member of our financial operations team, you will be responsible for designing and implementing financial solutions in complex environments.Key Responsibilities:Develop and document functional specifications, system...
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Senior Financial Systems Architect
3 weeks ago
Brea, California, United States MethodHub Full timeAs a seasoned Financial Systems Architect at MethodHub, you will leverage your expertise in Oracle EBS financial modules to design and implement complex financial solutions.Key Responsibilities:Develop and document functional specifications, system design, and configuration settings for Oracle EBS financial systems.Implement and configure Oracle EBS...
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Financial Leadership Position
3 weeks ago
Brea, California, United States Danaher Corporation Full timeWe are a global leader in near-patient testing, where accurate and reliable decisions need to be made. Our company, HemoCue, is proud to work alongside a community of six fellow Diagnostics Companies at Danaher.The Accounting Lead for HemoCue is responsible for leading and supervising an accounting team responsible for producing accurate and timely...
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SAP Financial Analyst
4 weeks ago
Brea, California, United States HMG America Full timeHMG America LLC is a leading provider of business solutions and IT consulting services. We are seeking a highly skilled SAP Financial Analyst to join our team in Brea, CA.Job Summary:The successful candidate will provide expertise in SAP FICO modules and integration with other SAP modules and external systems. They will support the business during...
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Senior Financial Analyst
3 weeks ago
Brea, California, United States enVista Full timeJob Summary:The Senior Financial Analyst will support the global finance efforts, working closely with Director Finance, commercial and operations team in the respective countries, and shared service center in North America. This role will deliver accurate monthly financial statements and forecasts according to local statutory and U.S. GAAP, and provide...
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Customer Service Representative
4 weeks ago
Brea, California, United States American First Credit Union Full timeJob Title: Member Service RepresentativeAmerican First Credit Union is a leading financial institution in Orange County, seeking a highly skilled Member Service Representative to join our team.Job Summary:We are looking for a dedicated and customer-focused individual to provide exceptional service to our members through various communication channels,...
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Technical Product Manager
2 weeks ago
Brea, California, United States ViewSonic Corporation Full timeJob DescriptionRole OverviewThe Product Manager will be responsible for the overall success of assigned category, developing, managing, and strategizing all activities to achieve goals of market positioning, revenue, market share, and profitability.Key ResponsibilitiesRecommend new product opportunities through market analysis, industry/technology trends,...