- Fidelity TalentSource LLC (Sunnyvale, CA)
- …the application window closes when the position is filled or unposted.Certifications:Certified Financial Planner \u00AE / CFP-\u00AE - Issuing Authority, Series ... Job Description: Financial Consultant If you no longer want to...have the time to deepen relationships and create complex financial plans, then join a team that is a… more
- Fidelity TalentSource LLC (Burlingame, CA)
- …the application window closes when the position is filled or unposted.Certifications:Certified Financial Planner \u00AE / CFP-\u00AE - Issuing Authority, Series ... Job Description:Investment Consultant You joined the financial services industry to make a difference in...Working in our Investor Center, you will develop customized financial plans through a wide range of products and… more
- Rose International (Oakland, CA)
- …Analyst UIPlanner is to configure, implement, maintain, and upgrade UI Planner all modules.The Functional Analyst analyzes business requirements, creates functional ... design documents, and performs UI Planner system configuration and localization to provide system solutions for the Line of Business and IT organizations. This role… more
- Robert Half Finance & Accounting (Los Gatos, CA)
- …Robert Half is excited to partner with an exceptional company in the search for a Financial Planner to join their esteemed team. The Financial Planner ... and furthers the objectives of the entire Wealth Advisory team. The Financial Planner will work closely with clients to develop comprehensive financial … 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 ... something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …Additionally, they provide firm-sponsored licensing exams and support for Certified Financial Planner (CFP) studies. Responsibilities: + Evaluate client ... personal relationships, they guide individuals, families, and businesses towards a brighter financial future. They offer a flexible work arrangement with options for… more
- Robert Half Office Team (Palo Alto, CA)
- …personal banking, private banking or wealth management serving HNWI. + Certified Financial Planner (CFP) or Certified Private Wealth Advisor (CPWA) certification ... in managing relationships with High-Net-Worth Individuals (HNWI) and rendering professional financial services. As our personal banker, you will be responsible for… more
- Deloitte (San Jose, CA)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as master's in ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- Deloitte (San Jose, CA)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as master's in ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- Robert Half Finance & Accounting (San Mateo, CA)
- …field + 5+ years of wealth management experience + MUST have a Certified Financial Planner (CFP) designation + Active Series 65 + BlackDiamond trading and ... dental and vision, 401k match, paid parking. Responsibilities: + Design comprehensive financial plans covering cash flow, retirement, tax, and risk management +… more
- Deloitte (San Jose, CA)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as MST, MAcc, LLM, ... to execute work streams, such as cost segregation studies and tax equity financial modeling (eg, hypothetical liquidation at book value) + Identify potential issues… more
- Deloitte (San Jose, CA)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to travel up to 25%, on average, based ... tax services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from every sector of… more
- Deloitte (San Jose, CA)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to travel up to 25%, on average, based ... tax services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from every sector of… more
- Deloitte (San Jose, CA)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to travel up to 25%, on average, based ... on the work you do and the clients and industries/sectors you serve Preferred + Advanced degree such as Masters of Tax, JD, and/or LLM + Previous Big 4 or large CPA firm experience + Solid understanding and experience with federal tax compliance, tax analysis,… more
- Deloitte (San Jose, CA)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, ... JD, and/or LLM + Strong organizational and time management skills with a demonstrated ability to work independently and manage multiple, competing priorities + Experience working in a virtual and/or global environment + Passion for leveraging technology and… more
- Deloitte (San Jose, CA)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, ... JD, and/or LLM + Previous Big 4 or large CPA firm experience + Experience with US clients and a basic understanding of US tax + Demonstrated effective verbal and written communication skills + Demonstrated research skills + Self-starter and demonstrated… more
- Deloitte (San Jose, CA)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to travel up to 25%, on average, based ... on the work you do and the clients and industries/sectors you serve Preferred + Advanced degree such as Masters of Tax, JD, and/or LLM + Previous Big 4 or large CPA firm experience + Demonstrated effective verbal and written communication skills + Demonstrated… more
- CBRE (Sunnyvale, CA)
- Occupancy Planner Job ID 182085 Posted 28-Aug-2024 Service line GWS Segment Role type Full-time Areas of Interest Design, Workplace Strategy Location(s) San ... - United States of America **About the Role:** As a CBRE Occupancy Planner , you will provide space planning, data mining, reporting, and interpretation of space… more
- Jacobs (Oakland, CA)
- …stewardship, energy transformation, and sustainability initiatives. We're seeking a mid-level Planner / Project Manager to lead California Environmental Quality Act ... renewable energy, energy infrastructure, and energy transformation projects. As a Planner / Project Manager, you'll lead environmental permitting and related efforts… more
- Stanford University (Stanford, CA)
- Event Planner (3-year Fixed Term) **Office for Faculty Development, Diversity, and Engagement, Stanford, California, United States** Marketing Post Date Aug 15, 2024 ... fixed-term position will provide event planning and coordination, administrative support and financial record keeping related to events and programs for the Office… more
