- Wells Fargo (Los Angeles, CA)
- …+ Extensive knowledge in financial planning + Certified Financial Planner ( CFP ), Chartered Financial Consultant (ChFC) or equivalent credentials with expertise in ... financial planning and/or taxation + Ability to prioritize work, meet deadlines, achieve goals, and work under pressure in a dynamic and complex environment + Strong presentation skills + Effective organizational, multi-tasking, and prioritizing skills +… more
- JPMorgan Chase (Foster City, CA)
- …**Preferred qualifications, capabilities, and skills** + Certified Financial Planning ( CFP (R)) certification is preferred + Bachelor's degree preferred FEDERAL ... DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …del Rosario - I'd love to connect! Requirements What We're Looking For: + CFP Designation Required + Bachelor's Degree Required + Minimum of 5 years of experience ... in a client-facing financial advisory or relationship management role. + Strong expertise in financial planning, portfolio administration, and banking operations. + Proven ability to develop and maintain meaningful client relationships. + Excellent analytical… more
- Charles Schwab (Indian Wells, CA)
- …be obtained within a 120 day condition of employment) + Certified Financial Planner ( CFP ) certification is preferred + Minimum of two years of experience in the ... financial services industry (required) + Financial business development experience (highly preferred) + Knowledge of brokerage/banking products and services + Strong client relationship building experience Pursuant to SAFE Act requirements, all employees… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …that elevates the client experience and strengthens firm-wide capabilities Requirements + CFP (R) or Series 65 required + Bachelor's degree in Finance or related ... field + Approximately 5-7+ years of hands-on experience delivering holistic financial planning solutions + Deep knowledge across key planning domains, including tax strategy, estate planning, retirement planning, and risk management + Demonstrated experience… more
- 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