- Robert Half Finance & Accounting (Mountain View, CA)
- …A dynamic and values-driven financial advisory firm is seeking an experienced Lead Planner to join its team. This role is ideal for a seasoned professional who ... is responsible for managing and retaining client relationships, delivering comprehensive financial advice, and coaching Associate Wealth Architects. This role… more
- Robert Half Finance & Accounting (Mountain View, CA)
- Description A values-driven boutique financial advisory firm is seeking an experienced and client-focused Planner to join its growing team. This role is ideal ... and excellence. Advisors work closely with clients to deliver holistic financial planning, investment management, and strategic guidance tailored to each… more
- Magellan Health Services (Port Hueneme, CA)
- …have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner ( CFP ), or Chartered Financial Consultant ... Responsibilities Bachelor's degree required. May consider applicants with an associate degree plus 4 years' experience in lieu of...AFC - Accredited Financial Counselor - EnterpriseEnterprise, CFP - Certified Financial Planner … more
- Magellan Health Services (Camp Pendleton, CA)
- …have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner ( CFP ), or Chartered Financial Consultant ... Responsibilities Bachelor's degree required. May consider applicants with an associate degree plus 4 years' experience in lieu of...AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner … more
- Equitable (San Francisco, CA)
- …+ **Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial ... Wealth Management Associate - CA, San Francisco (5165) ( 25000027...lives of its clients. Our network of over 4,300 financial professionals across the US is committed to fostering… more
- Equitable (Los Angeles, CA)
- …+ **Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial ... Wealth Management Associate - Retirement Benefits Group - CA, Los...and Services Consultation** : Educate clients on our diverse financial products and services, demonstrating how these solutions can… more
- Edward Jones (Ontario, CA)
- …+ State insurance licenses preferred + Preferred additional professional designations such as CFP (R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) ... something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …with a proven track record of engaging directly with high-net-worth clients. + Certified Financial Planner ( CFP ) designation is a must. + Exceptional ability ... Description Michelle Espejo with Robert Half Financial Services is recruiting for a Financial...assets under management. They're seeking an energetic and dedicated Associate Advisor to join their team. This is a… more
- Umpqua Bank (Sacramento, CA)
- …or AIF, required. + 5+ years of experience as an investment executive, financial advisor, certified financial planner , investment advisor Representative, or ... independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Umpqua, we believe the best way forward is… more