• Lead Advisor - Holistic

    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 (12/24/24)
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