- Robert Half Finance & Accounting (Berkeley, CA)
- …LinkedIn Requirements . Over 5 years of extensive experience in holistic financial planning, with a proven ability to lead and foster client relationships, ... with a client with an exciting opportunity for a Lead Advisor in the East Bay, Bay...proposition to potential clients, positioning us as their trusted financial advisor . . Proactively offers recommendations aligned… more
- Robert Half Finance & Accounting (Marin County, CA)
- …and great perks. What You'll Do + Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial ... services firm committed to exceptional wealth management and financial planning. With a holistic , client-first approach,...fostering personal well-being. This is a great opportunity to lead client relationships while growing your career in a… more