Financial Planning / Advising job openings in the Concord, California area
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Job listings, help wanted ads and employment postings (last updated on Saturday, November 21)
Series 7 Retail BrokerMonster.com CA-Walnut Creek, Alamo Capital Series 7 License Broker Walnut Creek, CA & Las Vegas, NV About Alamo Capital Alamo Capital is a broker dealer located in Walnut Creek, California. We specialize in tax free investing for 22 years. Our aim is to provide timely and efficient executions of investment transactions for our retail, institutional and wholesale clientele. Our stock commissions are extremely competitive. Orde … MORE INFO |
Condominium Analyst UnderwriterMonster.com CA-Concord, Job Description: Manage all status calls and underwriting questions for technician level inquiries, Analyze new condominium project requests and post action conditions for project eligibility, enter and maintain accurate information in the Condo Projects database. Emphasis on customer service and customer relations, Minimum 1 year mortgage banking experience such as condominium analyst, junior und … MORE INFO |
Financial Analyst - Great Working EnvironmentMonster.com CA-San Ramon, Job Description: This Financial Analyst Position Features: great working environment working with great people great opportunity Great Pay Immediate need for financial analyst seeking great working environment, working with great people and great opportunity. Business Objects, performing moderately complex financial analysis in support of short range financial planning, exercising judgment in sele … MORE INFO |
Investment Consultant - CitigroupMonster.com CA-Oakland, Job Description Brief Description of the Organization Personal Wealth Management (PWM) provides financial planning and wealth management services via our Citibank branch-based advisors and centralized service centers. PWM will lead efforts to dramatically expand our personal wealth management capabilities and provide customers with simple, transparent solutions. The goal for CPWM is to lead the in … MORE INFO |
State Farm Insurance Agent & Financial Services AdvisorMonster.com CA-Oakland, State Farm Insurance is looking to establish new insurance agents in the following area: OAKLAND METROPOLITAN AREA START YOUR OWN BUSINESS, BECOME A STATE FARM AGENT AND BUILD A SUCCESSFUL BUSINESS ON A WELL ESTABLISHED FOUNDATION (STATE FARM - RANKED 31st ON THE FORTUNE 500 LIST OF COMPANIES) Working hard for someone else’s gain? As a State Farm Agent, you run your own business, have your own sta … MORE INFO |
Business Development (Consultant)Monster.com CA-Emeryville, Location: East Bay, CA Duration: 6 months temp-to-perm Job Description: Take a leading role in supporting the worldwide diagnostics business. Conduct business and financial review of business development opportunities, merger and acquisitions (M & A) candidates, partnering arrangements, etc. Lead due diligence teams for potential collaboration partnerships or M & A opportunities. Responsible for b … MORE INFO |
Front End B2B Collections - Immediate NeedMonster.com CA-Oakland, Job Description: Well known bank is looking for seasoned B2B Collectors to call on delinquent accounts. Great opportunity that is temp to hire. Competitive pay. Banking experience a must! You can view all of our jobs online at http://www.appleone.com/?sc=11&id=500247 Job Experience: Familiarity with Bankruptcy (Chapter 7 & 11) huge plus! Loss mitigation background is a plus … MORE INFO |
Business Development & Relationship Manager for Life Insurance SalesMonster.com CA-Oakland, JOB TITLE: Business Development & Relationship Manager for Life Insurance Sales DATE PREPARED: November 2009 DEPARTMENT : Life SUPERVISOR: CEO, Executive Vice President & Vice President of Life Department GENERAL PURPOSE OF THE POSITION: The focus of this role is new client development as well as managing relationships between SML and high net worth individuals, multigenerational families and “cen … MORE INFO |
Tax - International Transfer Pricing - DirectorMonster.com CA-San Francisco, Tax Director “ National Transfer Pricing “ International Accounting Firm Position Summary: The Tax Director in the National Transfer Pricing group is responsible for the delivery of a full range of tax and transfer pricing services for multiple clients in a wide variety of industries within our International Accounting Firm. Responsibilities include interacting closely with clients to provide tran … MORE INFO |
Director, FinanceMonster.com CA-San Francisco, Job Description This position is responsible for leading and developing 2 teams that provide complete financial management and decision support for critical business partners: International Inbound Logistics including the Trade Compliance organization and Corporate Facilities & Services. The 2 teams consist of 6 employees, including 2 managers. As a key leader in the Corporate Operations finance t … MORE INFO |
Investment Consultant - CitigroupMonster.com CA-San Francisco, Job Description Brief Description of the Organization Personal Wealth Management (PWM) provides financial planning and wealth management services via our Citibank branch-based advisors and centralized service centers. PWM will lead efforts to dramatically expand our personal wealth management capabilities and provide customers with simple, transparent solutions. The goal for CPWM is to lead the in … MORE INFO |
Financial Representative / Financial AdvisorMonster.com CA-San Francisco, Financial Representative The offers a personalized approach to uncovering financial solutions tailored to each client's individual needs. Financial representatives with the Northwestern Mutual Financial Network provide expert guidance and innovative solutions to help meet a client's financial goals and objectives at every life stage. They offer exclusive access to insurance products from a top-rat … MORE INFO |
Lead Revenue Analyst with online media company. High growth position/company!Monster.com CA-San Francisco, A leading internet media company is seeking a Publisher Revenue Analyst to work in our fast pace, growing environment. The Company has built its internet presence by partnering with over 1000 publishers globally. The Publisher Revenue Analyst is responsible for the process which calculates the monthly earnings for each Publisher for accurate recording of the Company’s cost of goods sold. An excell … MORE INFO |
Financial Advisor - Edward Jones seeks former finance, management and sales professionalsMonster.com CA-San Francisco, Individuals from a variety of occupational backgrounds including sales people, I.T. professionals, military veterans and corporate managers have found new success at Edward Jones. By becoming an Edward Jones Financial Advisor, you can run your business, determine your compensation, and redefine your future all at the firm ranked No. 2 on FORTUNE magazine's 2009 list of the "100 Best Companies to W … MORE INFO |
Financial Advisor Associate- Chestnut Street Branch, San Francisco CAMonster.com CA-san francisco, Chase Investment Services Financial Advisor A global financial powerhouse, J.P. Morgan Chase is an industry leader. With 100,000 employees in over 60 countries, we draw on a full range of capabilities to provide integrated financial solutions for institutions and individuals worldwide. What does this mean for you, the job seeker? Opportunity! Our broad range of financial services activities, from i … MORE INFO |
Director of Student AccountsMonster.com CA-San Francisco, Be part of a leading educational institution that prepares adult students to succeed in such high demand fields as healthcare, information technology, paralegal studies, automotive maintenance, and many others. To make an impact as part of our growing organization, consider the following: Director of Student Accounts San Francisco, CA We are seeking a professional with strong organizational skills … MORE INFO |
Personal Financial Representative - California - East Bay AreaMonster.com MultiLocation, The Allstate Corporation is the nation’s largest publicly held personal lines insurer. A Fortune 100 company, with $156 billion in assets, Allstate sells 13 major lines of insurance, including auto, property, life and commercial. Allstate also offers retirement and investment products and banking services. Allstate is widely known through the “You’re In Good Hands With Allstate®” slogan. Allstate w … MORE INFO |
Financial Advisor - Edward Jones seeks former finance, management and sales professionalsMonster.com CA-Oakland/East Bay, Individuals from a variety of occupational backgrounds including sales people, I.T. professionals, military veterans and corporate managers have found new success at Edward Jones. By becoming an Edward Jones Financial Advisor, you can run your business, determine your compensation, and redefine your future all at the firm ranked No. 2 on FORTUNE magazine's 2009 list of the "100 Best Companies to W … MORE INFO |
Shown below: Concord financial planning / advising area jobs provided by ![]() |
Financial AdvisorAllianceBernstein – San Francisco, CA – Indeed.com L P. FINANCIAL ADVISOR One of the top names in private wealth management is seeking Financial Advisors... business, Bernstein Financial Advisors have access to... … MORE INFO |
Financial AnalystCollabera – San Ramon, CA – Indeed.com of short range financial planning... Large scale... Financial Analysis/Research/Reporting Financial Planning/Advising Industry: Telecommunications... … MORE INFO |
Administrative Assistant / Receptionist #10257University of California - Berkeley – Berkeley, CA – Indeed.com and provides advising and comprehensive administrative support such as data entry, filing, mail, copying, web editing, participation in long range planning and... … MORE INFO |
Business Finance Manager, Transmission & DistributionPG & E – San Francisco, CA – Indeed.com Finance team provides financial planning and reporting services to PG&E. This involves Budgeting, Planning... Financial Management:
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Director, Administration at the Institute of International Studies #10256University of California - Berkeley – Berkeley, CA – Indeed.com and short range strategic planning in determining the... for all academic planning, instructional planning and support financial and budgetary activity, academic... … MORE INFO |
Business Finance Manager #642Advantage Talent, Inc. – Oakland, CA – Indeed.com will manage the financial planning, analysis and... planning results : Provide expert financial advice and policy interpretation on all levels of financial... … MORE INFO |
RESTRUCTURING MANAGER - CORPORATE ADVISORY & RESTR...Grant Thornton International Ltd. – San Francisco, CA – Indeed.com bankruptcy planning, and process management and advising on other corporate financial matters. By... planning, cash flow management, Chapter 11 planning... … MORE INFO |
Learning Team Lead, PG&E AcademyPG&E Corp – San Ramon, CA – Indeed.com potential team members, relationship building and financial management. The ability to travel among local... requirements and advising on learning solutions... … MORE INFO |
Corporate Advisory & Restructuring ManagerGrant Thornton – San Francisco, CA – Indeed.com bankruptcy planning, and process management and advising on other corporate financial matters. By... planning, cash flow management, Chapter 11 planning... … MORE INFO |
Channel Manager - TechnologySoftware Company – Oakland, CA – Indeed.com to companies in the financial services, life sciences... contacts to Product Marketing for development planning discussions... Manage all information... … MORE INFO |
Administrative Officer 2, #10250University of California - Berkeley – Berkeley, CA – Indeed.com of confidentiality. ? Advising and counseling skills... and maintain high level of confidentiality. ? Advising and counseling skills. Critical thinking skills... … MORE INFO |



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