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Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority™ solutions, through Bank of America and Merrill to meet their financial needs.
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Engages in community events that provide financial education and literacy opportunities in the communities TCU serves. Manages member relationships and loyalty through use of TCU's Client Relationship Management tool (CRM), focusing on activities related to achieving members' financial goal(s.
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Senior Financial Analyst - Logistics and Warehouse Summary: Our client is a global wine making and distribution business that is in rapid growth mode. As part of their strategic growth plans, we are looking to place a Senior Financial Analyst who will have responsibilities that include but will not be limited to: Work with the business to ensure appropriate controls and processes are in place that supports the completeness/accuracy/relevance & timeliness of logistics & RSS overheads information to accurately measure the cost.
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Redwood Credit Union is a not-for-profit financial institution that believes in people over profits. We offer a competitive total rewards package including a wide range of medical, dental, vision, financial, and other benefits.
$33 an hourFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Minimum of 5 years as a CFO (or equivalent, such as financial vice president/VP of finance) in privately held companies within the USA. B2B CFO® offers a dynamic platform for seasoned financial professionals like you to excel in strategic business advisory and sell/buy services for privately held companies.
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Customer Experience Specialist (Advisor) - Job Details. Customer Experience Specialist (Advisor) Full Time Entry Level Store Associates You are in for some awesome perks (Part-time and Full-time benefits based on your role and tenure.
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Interpret financial reports provided by clients, and within accounting software. Utilize accounting software and systems to prepare financial reports, ensuring adherence to accounting standards such as GAAP.
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The Commercial Finance Analyst is responsible for supporting the Trinchero Family Estates Sales Execution group (for assigned Zone/Region) related to day-to day coordination and management of financial activities.
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Bachelors degree in finance, business, or related field and Minimum three (3) years Financial Planning & Analysis experience, or directly related business experience. Supports Financial Statement Analysis of business partners (e.g., suppliers, customers, co-packers, acquisition targets) by using software systems (Internet, Bloomberg, and D&B), annual reports, and/or interviews; determining the financial status (viability) of business partners; and assessing risk implications.
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The Seasonal Beauty Advisor supports the leadership team through a focus on performance (service/retail sales and in-store events), people (guest service), and process (operating procedures and compliance standards.
$24.5 an hourFull-timeExpandApply NowActive JobUpdated 9 days ago - UpvoteDownvoteShare Job
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This is a full-time on-site role for a Service Advisor at Vallejo Nissan in Vallejo, CA. As a Service Advisor, you will be responsible for providing excellent customer service, handling aftersales inquiries, ensuring customer satisfaction, and maintaining effective communication with customers.
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The Financial Controller will be responsible for managing financial statements, analyzing financial data, overseeing financial reporting, and accounting functions to support the organization's financial health and sustainability.
$65 an hourPart-timeExpandApply NowActive JobUpdated 6 days ago - UpvoteDownvoteShare Job
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As a Service Advisor you will be responsible for initiating automotive services and repairs by ascertaining vehicle performance problems and service requests; verifying warranty and service contract coverage; developing estimates; writing repair orders; maintaining customer records.
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Works under direction of the Career Advisor Coordinator to facilitate timely completion of tasks to sustain daily operations and complete special projects, and assists program team members as necessary.
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Nestled in the heart of California's wine country, our esteemed brokerage firm is seeking a dedicated and experienced Financial Advisor to join our team in Napa. We are a prominent player in the financial services industry, renowned for our comprehensive wealth management solutions and commitment to helping clients achieve their financial goals.
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Title: financial advisor Company: Core Group Resources in American Canyon, CA
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