- Robert Half Finance & Accounting (San Ramon, CA)
- …ren.friedman at roberthalf with your updated resume. Our client provides financial planning and investment management solutions to high-net worth families, corporate ... and interfacing with high net worth private clients + CFP is a must! + Ability to handle multiple...children + Numerous team events + Great benefits + Fast growing: Growth year over year is 24%! Please… more
- Bank of America (Walnut Creek, CA)
- …in business-related field. + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning ... Merrill Financial Solutions Advisor - East Bay & Associates...goals, navigates complexity, prioritizes tasks and executes in a fast -paced environment. + Likes to learn, adapts to new… more
- Bank of America (Brentwood, CA)
- …met or exceeded. + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor ... Financial Solutions Advisor - Consumer Investments- Central CA...goals, navigates complexity, prioritizes tasks and executes in a fast -paced environment. + Likes to learn, adapts to new… more
- Bank of America (Napa, CA)
- …met or exceeded. + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor ... Financial Solutions Advisor- Consumer Investments- Greater Bay Region...goals, navigates complexity, prioritizes tasks and executes in a fast -paced environment. + Likes to learn, adapts to new… more