- Robert Half Finance & Accounting (San Ramon, CA)
- Description Ren Friedman is looking for a diligent and meticulous CFP / financial planner to join her clients team located in San Ramon, California. In this ... manage Balance Sheet Account * Familiarity with Budget Processes * Certified Financial Planner ( CFP ) or similar qualification * Excellent communication and… more
- Edward Jones (Oakland, CA)
- …+ State insurance licenses preferred + Preferred additional professional designations such as CFP (R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) ... 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 (Berkeley, CA)
- …tax or insurance planning is advantageous. . Holding or working towards a Certified Financial Planner ( CFP ) designation, or other relevant certifications, is ... preferred but not mandatory. . Demonstrated success as a Financial Planner , with a history of creating and executing comprehensive financial plans. .… more
- Bank of America (Pleasanton, 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...other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients… more
- Bank of America (Danville, 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...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- Bank of America (Palo Alto, CA)
- …new client development. + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning ... Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles,...other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …experience of financial planning and high-net-worth client interactions. + Certified Financial Planner ( CFP ) designation is required. + Demonstrated ... of excellence with daily opportunities to make an impact in the financial world. Benefit from a HYBRID work schedule, comprehensive healthcare coverage, generous… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …in planning and engagement with high-net-worth clients. + MUST possess a Certified Financial Planner ( CFP ) designation. + Proven ability to manage ... of excellence where you'll have daily opportunities to influence the financial landscape. Enjoy a HYBRID work schedule, comprehensive healthcare benefits, generous… more
- Bank of America (San Francisco, CA)
- …research escalated client issues for response/resolution **Desired Qualifications:** + Certified Financial Planner ( CFP ) Designation + Accounting ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- Robert Half Finance & Accounting (Oakland, CA)
- …Bachelor's degree in Finance, Economics, or a related field. + Must hold a Certified Financial Planner ( CFP ) designation. + 5+ years of experience in wealth ... wealth management firm based in the Bay Area that offers investment management, financial planning, and tax services to families and individuals. Enjoy a hybrid work… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …client is a rapidly expanding wealth management firm specializing in financial planning and investment management services for high-net-worth individuals (HNWI). ... market updates, review portfolios, and gather data for comprehensive financial planning. + Develop and present detailed financial... planning experience in a wealth management firm + CFP is a plus + Professionalism, dependability, integrity and… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …this opportunity. Our client is a wealth management firm that focuses on financial planning and investment management services. Their client base is HNWI. The firm ... provide market updates, review portfolios, and gather information for financial plans. + Develop and present comprehensive client ...management firm + Huge plus if someone is a CFP or in the process of getting the designation… more
- Deloitte (San Jose, CA)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as master's ... 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 MST, ... 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)
- …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to travel up to 25%, on ... 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 Francisco, CA)
- …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to travel up to 25%, on ... clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving… more
- Deloitte (San Jose, CA)
- …attorney + 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… 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… 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)
- …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Proven ability to grow and manage a ... book of business, and a solid reputation as a subject matter expert within federal tax + 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,… more