- 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 ... and interfacing with high net worth private clients + CFP is a must! + Ability to handle multiple...children + Numerous team events + Great benefits + Fast growing: Growth year over year is 24%! Please… more
- Bank of America (San Jose, CA)
- …new client development + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning ... Merrill Financial Solutions Advisor (Partially Licensed) - Silicon Valley...goals, navigates complexity, prioritizes tasks and executes in a fast -paced environment + Likes to learn, adapts to new… more
- Bank of America (San Jose, 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- Greater Bay Region...goals, navigates complexity, prioritizes tasks and executes in a fast -paced environment. + Likes to learn, adapts to new… more
- Bank of America (San Jose, CA)
- …in business-related field. + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning ... Merrill Financial Solutions Advisor - Silicon Valley Capital Market...goals, navigates complexity, prioritizes tasks and executes in a fast -paced environment. + Likes to learn, adapts to new… more
- Bank of America (Los Altos, 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- Hawthorne-San Antonio ...goals, navigates complexity, prioritizes tasks and executes in a fast -paced environment. + Likes to learn, adapts to new… 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)
- …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