Financial advisor jobs in Santa Clara, CA - Page 2Create job alerts

Enterprise Account Executive Our client helps enterprises plan smarter, drive outcomes and lead transformation with one single Intelligent Planning Platform. Trusted by thousands of leading organizations, over the last 28 years we have designed our Product with enterprise planning agility in mind...

At SteelPeak Wealth, we operate with a growth mindset. We are seeking Bay Area-based advisors who are ready to join an RIA that surrounds them with resources and talent so they can focus on what they do best – taking care of clients and growing assets. You would be our first hire in the Bay Area ...

POSITION SUMMARY: Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individuals in this role build trusted relationships. Leading with a ...

Our Mission At Palo Alto Networks everything starts and ends with our mission: Being the cybersecurity partner of choice, protecting our digital way of life. Our vision is a world where each day is safer and more secure than the one before. We are a company built on the foundation of challenging ...

... advising clients on the tax liabilities and disclosures - Manage FULL-CYCLE, IN-HOUSE TAX ... and financial reporting. A combination of Big 4 public accounting and industry experience is ...

Key Responsibilities: · Advise clients on international tax compliance, including U.S. and foreign ... Qualifications: · Bachelor's degree in Accounting, Finance, or a related field (CPA, EA, JD ...

Advise on a broad range of legal matters including commercial agreements, corporate governance ... Work closely with the finance, sales, and operations teams to structure deals, transactions, and ...

Knowledge about the BPS industry, analysts, deal advisors, product partner eco-system, and ... finance, HR, Risk & Compliance, Transition, Transformation, Quality, and Delivery amongst others

... IT, Marketing, Finance, Business Operations, Manufacturing and Engineering. We specialize in ... Advise management on unsuitable equipment, appliances, and apparatuses. • Order electrical ...

Supported by advisors with critical market insights and investors with expansive industry expertise ... Series A financing round. The Role Base5 Genomics has developed a full stack solution with ...

Adeia supports personal well-being, builds financial security, and enables employees to share in our collective success. Rewards include: • Competitive compensation (salary, equity, and bonuses ...

Proven track record for consistently meeting or exceeding financial and/or other quantitative targets, as well as qualitative goals * Ability to learn complex technical / scientific information and ...

Robust Maternity & Paternity Leave / EAP / Paid Holidays / PTO / Interactive Breakroom Financial Wellness : Deferred Compensation Plan / 401k w/ Employer Contribution / Employee Referral Bonus ...

Production planning, logistics, purchasing, and finance services issue resolution * Managing upside requests from Customers and working with Factory to support their requests * Die loading and ...

Experience with PeopleSoft Financials and the ability to handle confidential information professionally.

You will be offering financial products like IUL's, Annuities, Life Insurance, etc. to people who have reached out requesting more information. We don't hire International Candidates