- Robert Half Finance & Accounting (San Francisco, CA)
- …and share your resume via LinkedIn with JC del Rosario - I'd love to connect! Associate Financial Planner About the Role We're looking for an Associate ... directly with an experienced advisor and gain hands-on exposure to comprehensive financial planning, investment analysis, and client strategy. The role offers a… more
- Robert Half Finance & Accounting (Mountain View, CA)
- Description About the Role We're looking for an experienced Financial Lead Planner to strengthen client relationships and deliver comprehensive financial ... associate planners, supporting their professional development. + Conduct financial modeling and oversee investment policy reviews and portfolio rebalancing. +… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …Rosario - I'd love to connect! About the Role We are seeking a Financial Planner to deepen client relationships and deliver comprehensive wealth management ... relationships through trust and proactive engagement. + Review and finalize financial plans, including balance sheets, strategic roadmaps, estate maps, and cash… more