- BDO USA (San Diego, CA)
- Tax Senior Manager, Private Client Services We are seeking an experienced professional to assist in providing tax compliance and consulting services to our high ... accounting knowledge and basic to intermediate tax knowledge. Understanding of financial planning concepts. Effective delegation and client relationship… more
- EY (San Francisco, CA)
- Enterprise Performance Management (EPM) - Senior - Tech Consulting - Location Open Join to apply for the Enterprise Performance Management (EPM) - Senior - Tech ... Consulting - Tech Consulting - FinTech - Enterprise Performance Management (EPM) - Senior Whole industries have been disrupted and transformed in recent years by… more
- EY (Palo Alto, CA)
- Overview Enterprise Performance Management (EPM) - Senior - Tech Consulting - Location Open at EY Location: Anywhere in Country At EY, we're all in to shape your ... - Tech Consulting - FinTech - Enterprise Performance Management (EPM) - Senior The opportunity: Our EPM team helps apply cutting-edge technology and techniques… more
- PowerToFly (San Francisco, CA)
- …CA ( Financial District and Surrounding Areas) Family Office Advisor / Financial Planner (UHNW) Citi Wealth at Work - Investment Relationship Officer ... the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial ...and investment advice to our Citigold and Citigold Private Client segments. Senior Wealth Advisors have access… more
- Empower (San Francisco, CA)
- …Provide a first‑in‑class client experience servicing needs related to client onboarding, financial planning, and investor education. Collaborate with your ... Senior Private Wealth Advisor, Practice Lead (Personal Strategy)...or equivalent experience 10+ years related work experience in financial services and client experience Previous experience… more
- The Association of Technology, Management and Applied… (San Francisco, CA)
- …* Provide a first‑in‑class client experience servicing needs related to client onboarding, financial planning, and investor education. Collaborate with your ... to meet with clients in person, if needed. The Senior Private Wealth Advisor, Practice Lead (Personal Strategy) plays...equivalent experience * 10+ years related work experience in financial services and client experience * Previous… more
- Empower (San Francisco, CA)
- …Provide a first-in-class client experience servicing needs related to client onboarding, financial planning, and investor education. Collaborate with your ... or related discipline or equivalent experience* 10+ years related work experience in financial services and client experience* Previous experience with direct … more
- Mercer Advisors (San Francisco, CA)
- …experience 7+ years of experience working with UHNW clients Certifications/Licenses Certified Financial Planner (CFP) designation required. In lieu of the CFP, ... a distinct work environment that stands out in the financial industry. Our overall employee base and client...lives of families across the country. Job Summary The Senior Wealth Advisor focuses on deepening relationships with an… more
- Brighton Jones (Washington, DC)
- …their planning team Assist clients by attending client meetings and delivering client 's tax plan Support the financial advisory team in tax planning related ... Join to apply for the Tax Senior Manager - Washington, DC role at Brighton...and managing over $26 billion in assets. Our 98% client retention rate reflects the fact that our growth… more
- Brighton Jones (Boston, MA)
- …their planning team Assist clients by attending client meetings and delivering client 's tax plan Support the financial advisory team in tax planning related ... Overview Join to apply for the Tax Senior Manager - Boston role at Brighton Jones...a meaningful impact? At Brighton Jones, we're a purpose-driven, client -focused team committed to helping individuals live richer lives.… more
- Edelman Financial Engines, LLC (Seattle, WA)
- …advanced methodology and proprietary technology with the attention of a dedicated personal financial planner . Every client 's situation and goals are unique, ... you to explore a career with us. As a Senior Financial Advisor, you'll provide objective, fee‑based...of employment * A Clean U‑4 * A Certified Financial Planner (CFP) or other certification is… more
- ACG Cares (Santa Rosa, CA)
- …of $545.9M and fiscal operations. As a key member of the department's senior leadership team, the Chief Financial Officer manages major departmental initiatives, ... Chief Financial Officer, Health Services Location: Santa Rosa, CA...Time zone: PST Salary Range/Compensation: $213,908.93 - $259,992.54 Annually Client : Sonoma County Company Overview Sonoma County, located just… more
- Environmental Resources Management (ERM) (Seattle, WA)
- …stay ahead of market needs.* Ensure excellence in health & safety, financial performance, client satisfaction, and risk management.For the Consulting Director, ... Renewables in California ERM** is seeking a visionary **Consulting Director, Planner /Regulatory Specialist** to join our high-growth Capital Project Delivery team.… more
- 1898 & Co. (San Diego, CA)
- …cost, schedule, and quality of deliverables. You'll facilitate workshop sessions with senior -level client teams to understand client requirements, uncover ... Enablement Strategy Tax Managing Director, Core Tax Services Consulting Director, Planner Regulatory Specialist Director of Financial Operations (Growth Track)… more
- Equity Staffing Group (San Diego, CA)
- …execution, cost, schedule, and quality of deliverables. Facilitate workshop sessions with senior -level client teams to understand client requirements, ... Grid Modernization & Distribution Planning Resource Planning & Market Assessment Financial Analysis & Rates Utility Investment Planning Renewable Energy Energy Asset… more
- ERM: Environmental Resources Management (San Jose, CA)
- …services to stay ahead of market needs. Ensure excellence in health & safety, financial performance, client satisfaction, and risk management. Ready to lead with ... ERM's continued expansion, you'll work alongside industry-leading experts, drive strategic client engagements, and deliver impactful solutions for some of the most… more
- ERM (Pasadena, CA)
- Consulting Director, Planner Regulatory Specialist Join our global consulting firm to lead environmental regulatory and permitting activities for large‑scale capital ... projects in California. As a senior biologist/regulatory specialist, you will help deliver world‑class services and support the growth of ERM's Capital Project… more
- Kestra Financial (Avon, CT)
- We are seeking an experienced and highly skilled Senior Financial Planner to join our team. This individual will be responsible for providing comprehensive ... or a related field (Master's degree preferred). Certifications: CFP(R) (Certified Financial Planner ) required; CFA, CPA, or other relevant designations… more
- Edward Jones (Dallas, TX)
- …Do:** The Senior Planner will serve as a conduit between the financial advisor, client and the home office stakeholders and is required to achieve the ... by partnering with our branch teams to provide ongoing client services including holistic financial planning, tax...unparalleled experience through an ongoing relationship. In addition, the Senior Planner leverages the High Net Worth… more
- Neuberger Berman (New York, NY)
- …internal partners to deliver a clear and comprehensive analysis of our client 's financial situation. The senior wealth planner will also be responsible ... Estate and Wealth Planning Group, comprised of in-house certified financial planners and estate planning attorneys, is the centralized...essential as eMoney is the primary tool utilized in client presentations. The senior wealth planner… more
