- 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... financial planning. + Develop and present detailed financial plans tailored to client needs. + Apply diverse… 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 ...financial plans. + Develop and present comprehensive client financial plans. + Utilize a wide range of … more
- Robert Half Finance & Accounting (San Ramon, CA)
- …ren.friedman at roberthalf with your updated resume. Our client provides financial planning and investment management solutions to high-net worth families, corporate ... executives, and business owners. The firm has $1B in AUM. Growth year over year is 24%! Responsibilities + Assist two lead advisors who are approachable, cooperative, and focused on education. + Act as the main contact for all client interactions. + Work… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …additional info. Join a fast-growing wealth management firm specializing in financial planning and investment services for high-net-worth individuals. With $1 ... to provide market updates, review portfolios, and gather data for comprehensive financial planning. + Develop and present customized financial plans tailored… more
- Bank of America (Pleasanton, CA)
- …business-related field. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... 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 (CRPC). ... 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 (Milpitas, CA)
- …met or exceeded. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). ... Financial Solutions Advisor- Consumer Investments- Greater Bay Region...are guided by a common purpose to help make financial lives better through the power of every connection.… 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
- Bank of America (San Jose, CA)
- …client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... 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
- 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
- Robert Half Finance & Accounting (Oakland, CA)
- …degree in Finance, Economics, or a related field. + Must hold a Certified Financial Planner (CFP) designation. + 5+ years of experience in wealth management. ... 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
- 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 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 ... 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) + 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, and/or… 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 + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring new technology… more
- Deloitte (San Jose, CA)
- …+ Enrolled Agent + Certifications: + Project Management Professional (PMP) + Certified Financial Planner (CFP) + GRI Preferred: + Advanced degree such as ... MST, MAcc, LLM, or JD, or related field + Proven leadership skills demonstrating strong judgment, problem-solving, and decision-making abilities + Demonstrated ability to collaborate and proactively develop internal and external working relationships +… more