- Robert Half Finance & Accounting (San Ramon, CA)
- …Jennifer Fukumae with Robert Half's Financial Services division is working with a well-established Registered Investment Advisor ( RIA ) firm in San Ramon, ... is eager to gain exposure to successful Financial Advisors and Client Service Associates (CSAs) while developing toward an Advisor career path. Key… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …+ Assist with operational processes related to portfolio oversight, account administration, and client service workflows Why This Role Is a Great Opportunity + ... economics, business, or a related field + Genuine interest in transitioning into a client ‑facing Advisor role over time + Comfort with trading as a primary… more