Search jobs > Santa Clara, CA > Financial planner
A company is looking for a Financial Advisor & Planner for Brokerage / Premier Accounts.Key Responsibilities : Provide high-level service to clients, retaining assets and gaining additional assets through communication and educationManage client relationships through phone and email communication, act as a liaison between clients and internal departments, and provide financial planningCoordinate with operational teams for client-related administrative issues and potentially assist in training new hiresQualifications : Bachelor's Degree or higher in business, finance, or related fieldFINRA Series 7, 63, and 65 FINRA registrations required within corporate-established timelinesFINRA Fingerprinting required
Financial Advisor Planner
A company is looking for a Financial Advisor & Planner for Brokerage/Premier Accounts. Key Responsibilities:Provide high-level service to clients, retaining assets and gaining additional assets through communication and educationManage client relationships through phone and email communication, act ...
Financial Aid Advisor
The Financial Aid Advisor performs a variety of duties related to processing the financial aid eligibility determination for student financial aid applications, to maintain records and to assist students by providing information. Working independently, the Financial Aid Advisor is primarily responsi...
Technical Project Manager (capital equipment)
To take on complex and challenging projects and succeed as a team. ...
Senior Project Manager - Pennsylvania
A company is looking for a Senior Project Manager. ...
VP, Financial Consultant- Fremont, CA
As a Financial Consultant at Schwab, you will beprocured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting r...
SAP Business Analyst - OTC
Title: SAP Business Analyst - OTC (Toy Industry). Experience: Minimum of 10-12 years of experience as an SAP Business Analyst with a strong focus on OTC processes, including experience with SAP SD (Sales and Distribution) module. Analyze and document OTC processes, including order management, credit...
SAP SD Techno-Functional Business Analyst
We're looking for a Business Solutions Analyst to join our team. Manage business partners through excellent documentation, communication and interpersonal skills. Bachelor's/Master's degree in Business, Sales, Finance with required SAP experience or equivalent military experience required. ...
AppleCare BPR Project Manager, Logistics
As a BPR Project Manager you will plan, mobilize, and implement mid to large scale projects, ensuring system changes are thoroughly tested and organizations are ready for process changes. You will be the prime mover of your projects including prioritization, technological solutions and architectural...
Sr. Project Manager - e-STORAGE
Likewise, sinceentering the project development business in 2010, Canadian Solar has developed, built, and connected over 9 GWp of solar power projects and over 3 GWh of battery storage projects across the world. Currently, the Company has approximately 700 MWp of solar power projects in operation, ...
Junior M&O Project/Program Manager
Minimum of 3 years full-time paid professional experience in Project/Construction Management of projects, preferably in educational facility construction projects or public agency projects, involved in all phases of the construction projects, including pre-construction activities and planning, monit...