- Robert Half Finance & Accounting (Berkeley, CA)
- …LinkedIn Requirements . Over 5 years of extensive experience in holistic financial planning, with a proven ability to lead and foster client relationships, ... with a client with an exciting opportunity for a Lead Advisor in the East Bay, Bay...proposition to potential clients, positioning us as their trusted financial advisor . . Proactively offers recommendations aligned… more
- Robert Half Finance & Accounting (Oakland, CA)
- …+ 5+ years of experience in wealth management. + Proficient in holistic financial planning. + Experience managing relationships with high-net-worth clients. ... financial solutions. + Identify client needs, develop and present financial plans, and lead regular update meetings. + Provide strategic advice on retirement,… more