- Bank of America (San Francisco, CA)
- Wealth Strategist San Francisco, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To proceed ... driven, resilient, results focused and effective. **Job Description:** The Private Wealth Strategist , part of Merrill's Strategic Wealth Advisory Group,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …deliver actionable insights. + Develop liquidity strategies aligned with broader wealth ‑management objectives. Compliance & Risk Management + Ensure compliance with ... SEC, RIA, and relevant federal, state, and local regulations. + Oversee tax filings, estimated payments, 1099 reporting, and coordination with external tax preparers. + Maintain tax‑basis documentation and support audit readiness. + Identify and mitigate… more