Mutual Fund Jobs in California
1 - 15 of 17
Search Results - Mutual Fund Jobs in California
Royal City RecruitmentOntariotalentnest.com
will have a primary focus on Mutual Funds.
How you will create impact:
• Support development of the agency operation through the sales and profitable growth of life, group and wealth management products.
• Service and support the life, group and wealth...
KPMGIrvine
when appropriate
/n
Qualifications:/n
/n
• A minimum of three years of recent investment partnership and/or mutual fund tax experience in public accounting
/n
• Bachelor's degree, J.D., LL.M. in taxation, and/or Masters in Taxation (MST) from...
Capital Group Companies Inc.Los Angeles
and Agentic AI, such as conversational assistants to retrieve information about mutual fund products or market insights and guide clients through investment decisions.
As an independent researcher, you will provide thought leadership in discussions...
KPMGSan Diego
when appropriate
/n
Qualifications:/n
/n
• A minimum of three years of recent investment partnership and/or mutual fund tax experience in public accounting
/n
• Bachelor's degree, J.D., LL.M. in taxation, and/or Masters in Taxation (MST) from...
3 similar jobs: Baltimore, Miami, Tampa
Desjardins Financial Security Independent Network - Rexdale #278Ontariotalentnest.com
for your clients, and for yourself.
What You Bring
• A Life License (HLLQP) or willingness to obtain it.
• Mutual Fund License (Optional)
• A true entrepreneurial mindset — hungry to build and grow.
• Strong networking skills and the drive to attract...
KPMGIrvine
investments (investment partnership and/or mutual fund tax) experience
/n
• Proficiency in the taxation of corporations, consolidated entities, partnerships, and other flow-through entities including reviewing 1120 RIC, 1065 tax returns, including Schedule K-1...
Michael PageSan Diegomichaelpage.com
and timeliness of filings.
• Collaborate with internal teams to address tax-related inquiries and provide guidance on tax matters.
• Monitor changes in tax regulations and assess their impact on mutual fund operations.
• Coordinate with external auditors...
2 similar jobs: San Jose, Los Angeles
KPMGSan Diego
investments (investment partnership and/or mutual fund tax) experience
/n
• Proficiency in the taxation of corporations, consolidated entities, partnerships, and other flow-through entities including reviewing 1120 RIC, 1065 tax returns, including Schedule K-1...
1 similar job: Austin
Desjardins Financial Security Independent Network - Rexdale #278Ontariotalentnest.com
for your clients, and for yourself.
What You Bring
• A Life License (HLLQP) or willingness to obtain it.
• Mutual Fund License (Optional)
• A true entrepreneurial mindset — hungry to build and grow.
• Strong networking skills and the drive to attract...
Burbankicims.com
assigned goal.
• Meets with members and communicates the features and benefits of mutual funds, annuities and other investment related products.
• Ensures risk profiles, goals, objectives and asset allocations are aligned and reflected properly for each...
Desjardins Financial Security Independent Network - Rexdale #278Ontariotalentnest.com
for your clients, and for yourself.
What You Bring
• A Life License (HLLQP) or willingness to obtain it.
• Mutual Fund License (Optional)
• A true entrepreneurial mindset — hungry to build and grow.
• Strong networking skills and the drive to attract...
Beacon Pointe Advisors LLCNewport Beachprimepay-recruit.com
mutual fund and ETFs and annuity subaccounts.
• Strong knowledge of retirement plan regulations including SEC and ERISA rules.
• Experience working with insurance carriers and familiarity with carrier platforms.
• Exceptional attention to detail...
Royal City RecruitmentOntariotalentnest.com
Vacation
• Benefits
What you’re responsible for:
• Contributing to the development and sustainable growth of the agency’s investment assets and providing client-centric investment services, including segregated funds and mutual funds solutions...
1 similar job: Georgetown
Dan Piedimonte - Desjardins Insurance AgentOntariotalentnest.com
Full Time - Insurance Advisor
Location: Pickering, ON
Desjardins is a financial services company specializing in Property and Casualty insurance i.e. Auto and Fire (both personal and commercial), Life insurance, Living Benefits, and Mutual Funds...
Desjardins Financial Security Independent Network - Rexdale #278Ontariotalentnest.com
for your clients, and for yourself.
What You Bring
• A Life License (HLLQP) or willingness to obtain it.
• Mutual Fund License (Optional)
• A true entrepreneurial mindset — hungry to build and grow.
• Strong networking skills and the drive to attract...
12
Companies now hiring in California:
Mutual Fund jobs in California – Similar offers:
Mutual Fund jobs – More cities:
Broaden your job search:
Don’t miss out on new job openings!
Create a job alert for: Mutual Fund, California
It's free, and you can cancel email updates at any time
12