- City National Bank (Los Angeles, CA)
- …Auditor Or * CFIRS - Certified Fiduciary and Investment Risk Specialist Or * CFA - Charter Financial Analyst Or * CAMS - Certified Anti-Money Laundering Specialist ... Or *Additional Qualifications* * Strong verbal and written communication skills to effectively present to peers and business management. * Demonstrated negotiation and leadership skills needed to convey ideas and obtain management buy-in for constructive… more
- BlackRock (CA)
- …client travel **Skills and Requirements** + Bachelor's degree required + CFP, CIMA, CAIA or CFA preferred + Series 7 and 63/65 or 66 is required + Minimum 5+ years ... in a relevant industry sales or relationship management role + Consistent track record of growing revenue + Strong understanding of the defined contribution trends, regulation, and ecosystem + Knowledge of capital markets and how it related to equity, fixed… more
- CIBC (San Francisco, CA)
- …Educational background: Hold a bachelor's degree and/or advanced certifications such as MBA, CFA , CPA, CFP, or JD. + Wealth management expertise: Bring 10+ years of ... experience in portfolio management, wealth management, personal tax, or financial planning. + Investment knowledge: Possess comprehensive understanding of investment products and strategies to address the needs of sophisticated high-net-worth clients. +… more
- TP-Link North America, Inc. (Irvine, CA)
- …Economics, or a related discipline; advanced degrees or certifications such as CPA, CFA , or MBA are highly desirable. + 8+ years of experience in financial ... planning & analysis, corporate finance, or equivalent roles; experience in the tech sector is preferred. + Deep understanding of core financial statements (P&L, Balance Sheet, Cash Flow). + Skilled in distilling large, complex data sets into clear, actionable… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …or related field. + Advanced degree or professional designation required (eg, CFP(R), CFA , CPA, JD, EA, Master's, PhD). + 5-10+ years of experience in financial ... services, with 5+ years advising clients directly. + Series 65 license preferred. + Proficiency in Microsoft Office; experience with CRM, portfolio management, and custodial platforms (eg, Schwab, Fidelity) is a plus. Ideal Candidate Traits + High integrity,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Hedge Fund Accounting experience + Advanced skills in Advent Geneva + CPA, CFA , or similar certification + Strong Excel and technical accounting skills + Excellent ... communicator and team leader + Detail-oriented and highly organized Interested or even just curious? Reach out to Michelle Espejo via LinkedIn or email for fastest consideration. I recruit for similar roles and am happy to connect, whether you're actively… more
- US Bank (San Francisco, CA)
- …decisions independently and act as a business owner + Professional designation such as CFA or CFP is preferred If there's anything we can do to accommodate a ... disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants (https://careers.usbank.com/global/en/disability-accommodations-for-applicants) . **Benefits:** Our approach to benefits and total… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …due diligence (Big 4 background preferred). + CPA required (inactive status acceptable); CFA or advanced degrees are a plus. + Deep understanding of GAAP and ... financial statements. + Advanced proficiency in Excel and PowerPoint; experience with Power BI or Alteryx is a bonus. + Strong communication, analytical, and organizational skills. + A proactive, collaborative mindset with a passion for client service. Excited… more
- Deloitte (Sacramento, CA)
- …such as Certified Public Accountant (CPA), Chartered Financial Analyst ( CFA ), Certified Turnaround Professional (CTP), or Certified Insolvency and Restructuring ... Advisor (CIRA) or demonstrated progress toward such certifications Information for applicants with a need for accommodation: https://www2.deloitte.com/us/en/pages/careers/articles/join-deloitte-assistance-for-disabled-applicants.html The wage range for this… more
- MUFG (Los Angeles, CA)
- …+ Bachelor's degree in a related field such as accounting, finance. + MBA/ CFA , a plus + 3-5 years working experience in large financial institutions, credit and ... risk related function in equivalent organizations analyzing general corporate customers and making credit recommendations or other financial related roles such as M&A in accounting firms, business analysis in accounting/ consulting firms, analyzing… more