• Financial Advisor / Planner

    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
    Robert Half Finance & Accounting (11/16/24)
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  • Tax Manager - Sustainability, Climate & Equity…

    Deloitte (San Francisco, CA)
    …+ Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced ... energy industry. Be on the cutting edge of a rapidly growing practice and work with a well-respected team...streams, such as cost segregation studies and tax equity financial modeling (eg, hypothetical liquidation at book value) +… more
    Deloitte (11/12/24)
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  • Tax Senior - Sustainability, Climate & Equity…

    Deloitte (San Francisco, CA)
    …+ Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced ... companies in the renewable energy industry. Be on the cutting edge of a rapidly growing practice and work with a well-respected team of experience and knowledgeable… more
    Deloitte (11/12/24)
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