- City National Bank (Los Angeles, CA)
- …* Proficient in technical skills particularly with excel and power point * CFP designation or equivalent training highly desirable * FINRA Series 7and 63 securities ... licenses preferred. *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary: $92,114 - $156,880 per year. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions. *Benefits and Perks* At City… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …strongly encouraged to apply. + Credentials: Experience with eMoney or a CFP (R) designation is a strong advantage. + Mindset: Naturally curious, highly ... detail‑oriented, and committed to delivering exceptional work. + Professionalism: Client‑ready presence with strong relationship‑building skills. + Communication: Excellent verbal and written communication skills, essential for a highly client‑facing role.… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …and better serve clients, this could be a strong next step. Requirements + CFP (R) certification required + 5+ years of experience in financial services, ideally in a ... client-facing advisory role + Strong ability to analyze client needs and deliver customized financial strategies + Excellent communication and relationship-building skills + Self-motivated, ethical, and service-oriented professional + Local candidates in San… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …high-net-worth tax, 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… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …Maintain compliance with all industry regulations and firm standards. Requirements + CFP (R) designation (required). + 5+ years of experience in the financial ... services industry. + Proven success in a client-facing financial advisory role. + Strong analytical, problem-solving, and interpersonal skills. + Self-starter with a client-service mindset and commitment to ethical practices. + Candidates from San Ramon or the… more
- BMO Financial Group (Los Angeles, CA)
- …laws, and estate planning strategies. + Professional designations such as CTFA, CFP , or CPA are highly desirable. + Exceptional interpersonal, communication, and ... relationship-building skills. + Proven ability to manage complex client relationships and deliver exceptional service. + Strong analytical, organization, and problem-solving abilities. **Salary:** $122,400.00 - $228,000.00 **Pay Type:** Salaried The above… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …financial planning work. + Experience with E-Money or progress toward the CFP (R) designation is a significant plus. + Highly intellectual, detail-oriented, and ... motivated by analytical problem-solving. + Professional, polished communication style. + Exceptional verbal and written communication skills, as this role is heavily client-facing. For expedited consideration or to have a conversation about other roles in,… more
- Deloitte (San Diego, CA)
- …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 compensation decisions including but… more
- Cisco (San Jose, CA)
- …Experience in designing systems with the latest power technologies such as TLVR, CFP , vertical power deliver for high power ASIC. + Experience using Stability ... analyzers, oscilloscopes, function-generators, electronic loads, bench programmable AC or DC power sources. + Familiar with Firmware, Mechanical and thermal design in Power Supply. + Strong knowledge of components, materials and manufacturing processes, and… more
- JPMorgan Chase (San Francisco, CA)
- …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 + Experience with and… more