- 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 ... consideration for this opportunity. Our client is a boutique wealth management firm based in the Bay Area that...based in the Bay Area that offers investment management, financial planning, and tax services to families and individuals.… 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 (San Francisco, 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
- 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 Senior...make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and… 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
- 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 multiple ... fastest consideration for this opportunity. Our client, a prestigious Registered Investment Advisor managing approximately $10 billion in assets, is looking for a… 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
- Deloitte (San Francisco, CA)
- …a leader in professional services specializing in audit, tax, consulting, and financial advisory services, with clients in over 20 industries, is seeking an ... and TMS implementations. + SAP Treasury Advisory: Serve as a trusted advisor , offering SAP treasury, risk management, and technology advisory services that shape… more
- Deloitte (San Francisco, CA)
- …eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to ... dedicated to serving non-profit clients, and others also specialize in Private Wealth or Corporate business tax services. Deloitte's Global Center for Excellence in… more