- Compass Family Services (San Francisco, CA)
- …Chief Development Officer Organizational Core Competencies: Accountable / Adaptable / Client -centered / Collaborative / Committed to diversity, equity, inclusion and ... of their team of two direct reports including an Associate and a Manager. Research, Proposal and Report Writing...and data needed from Compass stakeholders (ie program staff, Finance , Impact + Learning, leadership, etc.) to support grant… more
- Robert Half Finance & Accounting (Orinda, CA)
- …seeking an Associate Financial Planner to join its collaborative and client -centered team. Known for its long employee tenure and supportive work environment, ... interests. This role is ideal for someone who is passionate about personal finance , eager to help clients achieve financial wellness, and committed to developing… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Senior Client Service Associate - Multi-Family Office A prestigious multi-family office headquartered in San Francisco is seeking a highly motivated ... and experienced Senior Client Service Associate to join its team....We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and… more
- Robert Half Finance & Accounting (Orinda, CA)
- …approximately $500 million in assets under management is seeking a Financial Planning Associate to join its collaborative and client -focused team. Known for its ... Position Overview: This role is ideal for someone passionate about personal finance and committed to helping clients achieve financial wellness. The ideal candidate… more
- Robert Half Finance & Accounting (Orinda, CA)
- Description Job Posting: Financial Planning Associate - Wealth Management A well-established, people-first wealth management firm in the East Bay is seeking a ... passionate and detail-oriented Financial Planning Associate to join its collaborative team. With a strong...With a strong reputation for fiduciary excellence and a client -centric approach, this firm offers a supportive environment where… more
- Deloitte (San Jose, CA)
- …SAP practice, focusing on SAP FICO/Product Costing you will: + Lead SAP Finance /Controlling client engagements by designing and implementing SAP solutions. + ... processes and technology, delivering digital transformations that maximize value across Finance , Supply Chain, and IT operations, empowering organizations to achieve… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …lives. The Planner will be responsible for managing and deepening client relationships, coaching junior team members, and delivering comprehensive financial planning ... and investment strategies. This is a high-touch, client -facing role that requires both technical expertise and emotional intelligence. Key Responsibilities + Lead… more
- Robert Half Finance & Accounting (Mountain View, CA)
- Description A values-driven boutique financial advisory firm is seeking an experienced and client -focused Planner to join its growing team. This role is ideal for a ... and execute personalized wealth strategies. Key Responsibilities + Lead client relationship management, including financial planning, investment strategy, and estate… more
- Umpqua Bank (Roseville, CA)
- …targeted lists. You will ensure ongoing contact with new clients to enhance client 's initial experience with Umpqua Bank. + Develop revenue-generating client ... turnkey solutions including automated scoring. + Develop a comprehensive understanding of client 's needs, based on the review and analysis of personal and business… more
- Bank of America (Glendale, CA)
- …to work weekends and/or extended hours as needed. Desired Qualifications: * An Associate 's Degree or Bachelor's Degree in business, finance , or a related ... and connecting clients to specialists. Key responsibilities include deepening client relationships through platform services, supporting clients with self-service or… more