- City and County of San Francisco (San Francisco, CA)
- …preferably in the public sector. + Designation as a Chartered Financial Analyst ( CFA ). + Extensive working knowledge of Federal, State and local rules and ... regulations pertaining to deferred compensation plans, retirement plans, project or program principles and practices of management administration, budgeting, training and personnel managements. + Experience working with the public, preferably in the public… more
- Huron Consulting Group (San Francisco, CA)
- …and Restructuring Advisor (CIRA), Certified Public Accountant (CPA), or Chartered Financial Analyst ( CFA ) The estimated base salary range for this job is $120,000 - ... $160,000. The range represents a good faith estimate of the range that Huron reasonably expects to pay for this job at the time of the job posting. The actual salary paid to an individual will vary based on multiple factors, including but not limited to… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …investment management, or related fields. + Must hold a CFP(R), CFA (R), CPA, JD, or similar professional designation. + Strong communication, relationship-building, ... and client management skills. Why Join + Gain exposure to high-net-worth clients and complex planning scenarios in a collaborative, team-based environment. + Work alongside experienced advisors and specialists, learning diverse planning strategies and… more
- Robert Half Finance & Accounting (Palo Alto, CA)
- …Information Systems, Computer Science, or a related field. Professional certifications (CPA, CFA , PMP) are a plus. + 4+ years of progressive experience across ... finance, operations, and/or technology roles; experience in private equity, venture capital, investment banking, or high-growth technology environments preferred. + Experience in financial systems implementation and administration preferred. + Strong knowledge… more
- City and County of San Francisco (San Francisco, CA)
- …up to 20% of the time. + Possession of Chartered Financial Analyst ( CFA ) or Chartered Alternative Investment Analyst (CAIA) designation. + Sound judgment, integrity, ... and moral code. Verification Applicants may be required to submit verification of qualifying education and experience at any point during the recruitment and selection process. If education verification is required, information on how to verify education… more
- T. Rowe Price (San Francisco, CA)
- …obtain within 3 months of hire + Advanced degree or designation (eg CFA , CAIA, CIMA) + Previous experience and proven success with fundraising through Broker/Dealer ... relationships FINRA Requirements FINRA licenses are required and will be supported for this role. Work Flexibility This role is eligible for full time remote work. Base Salary Ranges Please review the job posting for the location of this specific opportunity.… more
- UWorld, LLC (CA)
- …the UWorld Accounting & Finance Review Products which focus on the CPA, CMA, CIA, CFA , and CMT Exams, the 2024 CPA Exam Evolution and on-going updates to each of ... the aforementioned exams. + Support and maintain existing customer base while continuing to expand market presence and build new business + Execute account-specific presentations, demonstrations, lunch and learns and other strategies for all assigned and… more
- Deloitte (San Diego, CA)
- …+ Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor ( CFA ) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as ... master's in science of tax (MST), JD, or LLM + Previous Big 4 or large CPA firm experience + Transaction and M&A experience + Alteryx experience The wage range for this role takes into account the wide range of factors that are considered in making… more
- JPMorgan Chase (San Francisco, CA)
- …English and Mandarin **Preferred Qualifications, Capabilities, and Skills** + MBA, JD, CFA , or CFP preferred + Proactive, takes initiative, and uses critical ... thinking to solve problems + Dynamic and credible professional who communicates with clarity and has exceptional presentation skills + Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business +… more
- Columbia Bank (Santa Rosa, CA)
- …**About** **You:** + Bachelor's degree preferred and/or applicable professional credentials such as CFA , CIMA, CFP, CWS, CEPA, or AIF, required. + 5+ years of ... experience as an investment executive, financial advisor, certified financial planner, investment advisor Representative, or wealth manager. + Strong marketing and business development skills, keeping the best interest of the client in mind. + Ability to… more