- 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 ... outreach, you seek to understand clients goals and objectives and refer them to a wealth management partner based on needs and financial complexitySeries 7 & 63… more
- 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 (San Francisco, CA)
- …interested, please contact Yuzo Shimura on LinkedIn at Robert Half Title: Senior Financial Planner Location: East Bay Salary: 100,000-175,000 About the Company: ... Our company is a rapidly growing Registered Investment Advisor (RIA) firm in the East Bay. We are...Bachelor's degree (finance or economics strongly preferred). + Certified Financial Planner (CFP(R)) designation. + Experience with… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …Jeffrey Abrams Our client is a well-respected and highly community-oriented Registered Investment Advisor adept in providing expert financial advice to a diverse ... or pursuit of and 5+ years of experience with a proficiency in financial planning tools. Remote work with occasional in-office commitments, rich benefit plans, and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …in planning and interactions with high-net-worth clients + MUST have a Certified Financial Planner (CFP) designation + Demonstrate the ability to manage multiple ... analyses for complex financial matters like tax loss harvesting and restricted wealth transfer strategies. Requirements + 4+ years of experience at an RIA or a… more
- Robert Half Finance & Accounting (San Francisco, CA)
- … financial planning and proven ability to lead client relationships. + Certified Financial Planner (CFP) designation or progress towards it is a plus, but ... Yuzo Shimura on LinkedIn at Robert Half Title: Lead Advisor Location: Berkeley, CA (Hybrid) Salary: $150-200k Base +...Share on NNA About the Company: This distinguished boutique wealth management firm is at the helm of over… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …organization, directly planning and interfacing with high-net-worth private clients. + Certified Financial Planner (CFP) designation is required. + Ability to ... interested, please contact Yuzo Shimura on LinkedIn at Robert Half Title: Associate Advisor Location: San Francisco (Hybrid - Tuesday to Thursday) Salary: Up to 149k… more
- Robert Half Finance & Accounting (Berkeley, 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 (San Francisco, 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
- Robert Half Finance & Accounting (San Francisco, CA)
- …+ 5+ years of wealth management experience + MUST have a Certified Financial Planner (CFP) designation + Active Series 65 + BlackDiamond trading and ... Email for fastest consideration for this opportunity. Our client is a respected wealth management firm based in the Bay Area. Enjoy a HYBRID schedule, comprehensive… more
- Bank of America (San Francisco, CA)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... have at least 5+ years of experience as a Financial Advisor with a transportable practice, a...development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning… more
- Bank of America (Oakland, 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
- Bank of America (San Francisco, CA)
- …such as core Banking, and Investment and Life Priority (TM) solutions + Shadows Financial Advisor teams to build their network by sharing relevant market ... training and guidance through a defined path to become a successful and independent financial advisor . You will have the opportunity to work with both affluent… more
- Deloitte (San Francisco, CA)
- …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to ... to talk about a career with Deloitte's growing Private Wealth practice! What You'll Do As a Tax Manager...make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and… more
- Equitable (San Francisco, CA)
- …their skills. We encourage pursuit of professional designations including CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)) Professional and Chartered Financial ... Wealth Management Associate CA, San Francisco (5026) (...by our mission to help our clients secure their financial well-being providing them confidence to pursue long and… more
- Equitable (San Francisco, CA)
- …building your business * **Specializations available** in numerous areas from being a Certified Financial Planner , to a junior or senior partner in a firm model, ... Wealth Management Associate - CA, San Francisco (4052)...that help them lead a fulfilled life with our Financial Professionals as the cornerstone of our success. Equitable… 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
- Atria Wealth Solutions (San Francisco, CA)
- …(CFS), in its partnership with San Francisco Fire Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its ... security by making sound investment choices. As a Financial Advisor your responsibilities include, but are...preferably in a bank or credit union + Certified Financial Planner (CFP) designation preferred EOE **Representatives… more
- Robert Half Office Team (Palo Alto, CA)
- …+ Certified Financial Planner (CFP) or Certified Private Wealth Advisor (CPWA) certification is preferred. + Exceptional interpersonal and communication ... in managing relationships with High-Net-Worth Individuals (HNWI) and rendering professional financial services. As our personal banker, you will be responsible for… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …firm is building out their Partner Services function and hiring a Senior Tax Advisor to the team. The ideal candidate will have excellent organizational, oral and ... basis Risk Management + Identifying and managing risks to the family's wealth , including insurance and asset protection strategies. Estate Planning + Preparing for… more
