Senior Financial Advisor jobs in California

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FINANCIAL ADVISOR

Dive deep into clients' financial landscapes, analyzing goals, risk tolerance, and current status to chart a course to success. Design bespoke financial plans and investment strategies tailored to each client's unique ambitions an...

CompanyNexus Talent Connect
AddressSan Diego, CA
CategoryAccounting/Finance
Job typeFull-Time
Date Posted 2 months ago See detail

Financial Advisor

Nexus Talent Connect

San Diego, CA

Dive deep into clients' financial landscapes, analyzing goals, risk tolerance, and current status to chart a course to success. Design bespoke financial plans and investment strategies tailored to each client's unique ambitions an...

Senior Financial Analyst

Veracyte

San Diego, CA

Responsibilities: Collaborate with colleagues across FP&A to support annual budgeting, quarterly forecasting, and monthly/quarterly executive-level reporting and analyses Maintain weekly/monthly/quarterly reporting dashboards to...

Associate Financial Advisor / Paraplanner

Farther Finance

San Francisco, CA

Generate andupdate financial plans for prospective clients in planning software. Analyze and recommend investment portfolios for clients. Perform tax impact analysis for client portfolios changes. Coordinate all prospect and cli...

Senior Financial Analyst - AI and Autonomy Business Planning

Zoox

Belmont, CA

Foster City, CAFinance & Strategy - Finance /Full-time /HybridThe Zoox Finance team is responsible for managing multiple aspects of our business, including maintaining short and long-term financial models, financial analysis of st...

SENIOR FINANCIAL ANALYST

California Olive Ranch Inc

Chico, CA

Review and rationalize inputs for annual operating plan and forecasts, ensuring financial plans are linked with Corporate objectives. Ensure all inputs/assumptions are clearly documented and deadlines are effectively met. Establis...

Senior Financial Accounting Analyst

The Walt Disney Company

Santa Monica, CA

Collaboratively lead and project manage implementation of new business initiatives in subscription accounting systems, which involves requirement gathering, coordinating testing efforts across multiple Development teams and requir...

Senior Financial Analyst

Fabfitfun

Los Angeles, CA

Maintain company models and forecasts (revenue, COGS, operating expenses, cash flows, long range plan, 3-statement). Analyze future demand to provide executive team and key stakeholders real-time business updates and demand plann...

Senior Financial Analyst

Compunnel Inc

Campbell, CA

Develop and reconcile forecasts of net income based upon projections naturals, presents results and reports and explains variances.6. Manage and complete monthly analysis of service profitability and units served using cost accoun...

Senior Financial Analyst

Intuit

Mountain View, CA

Our team is comprised of finance professionals who support and enhance Intuit's operating effectiveness, and were looking for a new Senior Financial Analyst to join the team and partner with organizations across the Small Busines...

Financial Advisor

Empower

Los Angeles, CA

Review, coordination, and oversight of income tax accrual process in IFRS, USGAAP, and statutory bases of accounting. Preparation and review of required financial statement analytics in all bases of accounting. Federal and state i...

Senior Financial Analyst

Heffernan Insurance Brokers

Walnut Creek, CA

Assist in the preparation of forecasts and budgets to support strategic decision-making. Prepare and present detailed reports on performance, trends, and analysis. Present findings to management and stakeholders on a regular basis...

Senior Financial Analyst

Epiq

Los Angeles, CA

Complete monthly reporting package from gathering various financial reports from numerous reporting systems to creation of timely and accurate revenue forecasts. Deliver timely monthly forecasts for presentation to executive manag...

Financial Advisor - career shift opportunity

Edward Jones

Oakland, CA

Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For ranking by Great Place to Work and Fortune magazine. Edward Jones ranked No. 35 on the prestigious 2022 list.2022 Fortune's 100 Best Companies to Work...

Financial Advisor - career shift opportunity

Edward Jones Careers

Apple Valley, CA

Paid training - Get registered and licensed and learn how to be a Financial Advisor with the industry's top training program1. Salary for the first four years as you begin to build your practice2. A firm-provided branch office in...

Financial Advisor - Tustin, CA - Market 28, Region 076

Edward Jones

Tustin, CA

Edward Jones has earned a spot on the Fortune 100 Best Companies to Work For ranking by Great Place to Work and Fortune magazine. Edward Jones ranked No. 35 on the prestigious 2022 list.2022 Fortune's 100 Best Companies to Work...

Financial Advisor

Edward Jones Careers

Redding, CA

Paid training - Get registered and licensed and learn how to be a Financial Advisor with the industry's top training program1. Salary for the first four years as you begin to build your practice2. A firm-provided branch office in...

M&A Accounting Operations Senior Financial Analyst

Autodesk

San Francisco, CA

Job Requisition ID # 23WD74349 Responsibilities Support M&A Accounting Operations Manager to integrate acquired entities into the Autodesk ecosystem in the most efficient and automated manner Analyze accounting, reporting and proc...

Senior Financial Analyst, Corporate Accounting

Autodesk

San Francisco, CA

Job Requisition ID # 24WD74759 The Corporate Accounting team is seeking a well-rounded, strong performer who will be a key contributor to the worldwide close process. These projects include information systems improvements as well...

Senior Guest Advisor

Gamestop

San Jose, CA

$18.05 - $20.80 an hour

Selling Passion: Enjoy active selling, including exploring and creating guest needs and closing the sale. Utilize GameStops Solution Selling Tablet to serve each guests needs. Demonstrate a passion for exceeding goals. Provide w...

Senior Client Financial Analyst

Gallagher

Glendale, CA

So, even if you feel that you're close but not an exact match, we encourage you to apply.Responsibilities: Key responsibilities include:Compiling pertinent census data and/or financial information as required to prepare RFP, Analy...

DoD Financial Audit Remediation Senior Consultant

Guidehouse

San Diego, CA

US Citizenship and an active SECRET federal security clearance. Bachelors Degree. TWO (2) years of Department of Defense experience in accounting, auditing, Audit Remediation, finance, internal controls or other Federal Financial...

Senior Manager, Financial Accounting - Remote

Shiseido

Campbell, CA

Ensure the Company is JSOX Compliant by providing governance over internal controls and policies. Create and update Company Accounting and Finance policies. Coordinate JSOX and Operational Audits with Internal and External Auditor...

Advisor Development Program - Financial Solutions Advisor Trainee: Seaside Financial Center

Bank Of America

Seaside, CA

In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills youve learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. Pursuant to the S...

Advisor Development Program - Financial Solutions Advisor Trainee: Alum Rock Financial Center

Bank Of America

San Jose, CA

In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills youve learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. Pursuant to the S...

Senior Manager, Financial Systems

The Walt Disney Company

Glendale, CA

Design and deliver high-quality, effective program management processes, including the partnering to create road maps, strategy and defining project scope, schedule and budget. Innovate and implement scalable project facilitation...

Senior Assistant Financial Controller

Oracle

Rocklin, CA

Support the External Reporting team in preparing the quarterly reports.+ Collaborate with Global Finance Organizations including, Global Business Finance, Tax, Treasury and Legal.+ Responsibility for the preparation and audit mana...

Senior Operations Financial Analyst

Operations And Supply Chain

Cupertino, CA

Specific responsibilities will include (but are not limited to): - Performing corporate credit assessments to drive strategic sourcing decisions - Engaging with supplier C-suite executives to lead in-depth financial reviews that r...

Advisor Development Program - Financial Solutions Advisor Trainee: Oso / Marguerite Financial Center

Bank Of America

Mission Viejo, CA

Additionally, you ll be equipped with the expertise to support them with personal investing tools and resources.This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees e...

Advisor Development Program - Financial Solutions Advisor Trainee: East Anaheim Financial Center

Bank Of America

Anaheim, CA

Additionally, you ll be equipped with the expertise to support them with personal investing tools and resources.This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees e...

Senior Cyber Security Advisor - SOC Incident Response

Prime Healthcare

Ontario, CA

One or more current, applicable professional/technical certifications, such as Certified Information Systems Auditor (CISA), Certified Information Security Manager (CISM), Certified Security Compliance Specialist (CSCS), Certified...