- 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 ... Manage and retain long-term client relationships. + Review and finalize financial planning deliverables, including balance sheets, strategic plans, estate maps, and… more
- 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 ... relationships through trust and proactive engagement. + Review and finalize financial plans, including balance sheets, strategic roadmaps, estate maps, and cash… more