- Robert Half Finance & Accounting (San Francisco, CA)
- …experience planning and interfacing with high net worth private clients + CFP designation required + Ability to handle multiple high status client relationships ... and maintain organization across teams and customers to ensure effectiveness Robert Half is the world's first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …interactions with high-net-worth clients + MUST have a Certified Financial Planner ( CFP ) designation + Demonstrate the ability to manage multiple high-profile client ... relationships while maintaining organizational efficiency across teams and customers for optimal effectiveness Please contact Michelle Espejo via LinkedIn or email for additional info or any questions you may have. Robert Half is the world's first and largest… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …interactions with high-net-worth clients + MUST have a Certified Financial Planner ( CFP ) designation + Demonstrate the ability to manage multiple high-profile client ... relationships while maintaining organizational efficiency across teams and customers for optimal effectiveness Please contact Michelle Espejo via LinkedIn or email for additional info or any questions you may have. Robert Half is the world's first and largest… more
- TIAA (Los Angeles, CA)
- …License (Resident State) - Multiple Issuers required + Certified Financial Planner ( CFP ) - Certified Financial Planner Board of Standards preferred Or + Chartered ... Analyst Institute ; If you do not have the CFP or CFA certification, TIAA will cover the cost...certification, TIAA will cover the cost of obtaining a CFP or CFA and increase your base salary upon… more
- Morgan Stanley (Walnut Creek, CA)
- …advice to clients. As a Financial Planning Director, you will leverage your CFP or CPWA designation, as well as, relevant industry experience and expertise to ... and proposed financial strategies * Remain current with all CFP and/or CPWA continuing education requirements * Comply with...or other business-related field * Current holder of the CFP and/or CPWA designations * Series 7, 66 licenses… more
- Bank of America (Los Angeles, CA)
- …Word, Excel, and PowerPoint. Various analytical and stochastic models. **Qualifications -** + CFP (R) or enrollment in a CFP program strongly encouraged + JD, ... CPA, CFA, MST, MBA (or progress thereto) or equivalent work experience a plus + Highly organized with a strong attention to detail + Strong analytical skills + Strong written and oral communication and interpersonal skills **Skills** **:** + Analytical… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …of experience in individual tax return preparation + Preferred qualifications include CPA, CFA, CFP , or similar designations + Ideally on the path to CFP ... certification and have experience at another RIA + Proficiency in Excel and strong quantitative skills for financial analysis model development + Excellent communication skills, particularly in client interactions Please contact Michelle Espejo via LinkedIn or… more
- Magellan Health Services (Visalia, CA)
- …following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner ( CFP ), or Chartered Financial Consultant (ChFC). General Job Information ... and Certifications - Required AFC - Accredited Financial Counselor - Enterprise, CFP - Certified Financial Planner - Enterprise, ChFC - Chartered Financial… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …of experience in individual tax return preparation + Preferred qualifications include CPA, CFA, CFP , or similar designations + Ideally on the path to CFP ... certification and have experience at another RIA + Proficiency in Excel and strong quantitative skills for financial analysis model development + Excellent communication skills, particularly in client interactions Please contact Michelle Espejo via LinkedIn or… more
- Aegon Asset Management (CA)
- …Charted Retirement Plan Counselor (CRPC), or obtain within 12 months. Higher certification (eg CFP , CRC, CEBS, ChFC, CIMA, CRPS) acceptable in lieu of RPA or CRPC. + ... learn new systems/technology. Preferred Qualifications + Certified Financial Planner ( CFP ) Working Conditions + Hybrid/Onsite. + Extensive overnight and weekend… more