- Robert Half Finance & Accounting (San Ramon, CA)
- …or Email for fastest consideration for this opportunity. Our client is a wealth management firm that focuses on financial planning and investment management ... + Create detailed portfolio analyses. Requirements + 5+ years of financial planning experience in a wealth management firm + Huge plus if someone is a CFP… more
- Robert Half Finance & Accounting (Oakland, CA)
- …in Finance, Economics, or related field + MUST have a Certified Financial Planner (CFP) designation + 5+ years of wealth management experience + Experience ... consideration for this opportunity. Our client is a boutique wealth management firm located in the Bay Area. They...located in the Bay Area. They provide investment management, financial planning and tax services to families and individuals.… more
- BMO Financial Group (Walnut Creek, CA)
- …preferred. + Experience dealing with HNW clients and equivalent knowledge base. + Certified Financial Planner is preferred. + Broad knowledge of all facets of ... of holistic advice and solutions designed to meet the client's specific financial planning needs. Coordinates and integrated team of subject matter experts to… more
- Bank of America (Walnut Creek, CA)
- …Banking, as well as Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... a defined path to become a successful and independent financial advisor . You will have the opportunity...field. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning… more
- Robert Half Finance & Accounting (Berkeley, CA)
- …unique value proposition to potential clients, positioning us as their trusted financial advisor . . Proactively offers recommendations aligned with each client's ... a client with an exciting opportunity for a Lead Advisor in the East Bay, Bay Area, California. The...is advantageous. . Holding or working towards a Certified Financial Planner (CFP) designation, or other relevant… more