- Robert Half Finance & Accounting (San Francisco, CA)
- …If interested, please contact Yuzo Shimura on LinkedIn at Robert Half Title: Associate Financial Advisor/ Planner Location: San Francisco; Hybrid (3 days ... + Bachelor's degree preferred with 2+ years of experience in financial services. + Holder of either Series 65, CFA, CFP or CPA. If not a CFP, intention… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and additional info. Requirements + 2+ years of wealth management experience including financial planning experience. + Must hold: Series 65, CFP or CFA. ... partnerships, combining innovation and integrity to help clients achieve their financial dreams. Enjoy a competitive compensation package, great perks like a… more
- Equitable (San Francisco, CA)
- …their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)) professional and Chartered Financial ... Wealth Management Associate - CA, San Francisco (4052) ( 220000BD...by our mission to help our clients secure their financial well-being providing them confidence to pursue long and… more
- Edward Jones (Oakland, CA)
- …preferred + Preferred additional professional designations such as CFP(R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or Chartered Retirement Planning ... mutual trust, respect, feedback, and accountability. + As an associate , you are required to complete ongoing training offered...opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial … more