- Robert Half Finance & Accounting (Mountain View, CA)
- …Rosario - I'd love to connect! About the Role We are seeking a Financial Planner to deepen client relationships and deliver comprehensive wealth management ... associate planners, fostering their growth and professional development. + Oversee financial modeling, investment policy reviews, and portfolio rebalancing to… more
- Robert Half Finance & Accounting (Mountain View, CA)
- Description About the Role We're looking for an experienced Financial Lead Planner to strengthen client relationships and deliver comprehensive financial ... and mentor associate planners, supporting their professional development. + Conduct financial modeling and oversee investment policy reviews and portfolio… more