- 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
- 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 Financial Solutions Advisor (Partially Licensed) - Silicon Valley...other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients… 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 (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
- Bank of America (San Jose, CA)
- …business-related field. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Merrill Financial Solutions Advisor - Silicon Valley Capital Market...other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients… 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 (CRPC). ... Financial Solutions Advisor- Consumer Investments- Hawthorne-San Antonio Financial Center Los Altos, California **Job Description:** The following laws or… 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
- 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 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) + 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) 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) + 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: + 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
- CBRE (San Jose, CA)
- Sr Occupancy Planner Job ID 184500 Posted 18-Sep-2024 Service line GWS Segment Role type Full-time Areas of Interest Data & Analytics, Design, Workplace Strategy ... - United States of America **About the Role:** As a CBRE Sr Occupancy Planner , you will provide space planning, data mining, reporting, and interpretation of space… more
- Amazon (Tracy, CA)
- …one innovative product, service, and idea at a time. The Reliability Maintenance Planner / Scheduler will be a member of the Reliability Maintenance and Engineering ... equipment and disruption to production activities. The Reliability Maintenance Planner / Scheduler will have a strong focus on...package, in addition to a full range of medical, financial , and/or other benefits. For more information, please visit… more
- CBRE (San Jose, CA)
- Portfolio Planner Job ID 185544 Posted 01-Oct-2024 Service line GWS Segment Role type Full-time Areas of Interest Consulting, Workplace Strategy Location(s) New York ... with CBRE?** **About The Role:** As a CBRE Portfolio Planner , you will oversee a variety of research initiatives...strategies align with the business's strategic direction. + Review financial information and additional data for a range of… more
- Stanford University (Stanford, CA)
- Event Planner (3-year Fixed Term) **Office for Faculty Development, Diversity, and Engagement, Stanford, California, United States** Marketing Post Date Aug 15, 2024 ... fixed-term position will provide event planning and coordination, administrative support and financial record keeping related to events and programs for the Office… more