- Deloitte (Sacramento, CA)
- …high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare ... needs, family legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax Services. Qualifications… more
- Deloitte (San Francisco, CA)
- …equity, healthcare, tech, financial products, oil & gas, green energy, real estate , consumer products, and other various industries. + Deliver value to client ... by the Strategic Partnership Solutions practice include private equity, real estate , telecom, technology, healthcare, media & entertainment, energy, retail, and… more
- Deloitte (Sacramento, CA)
- …equity, healthcare, tech, financial products, oil & gas, green energy, real estate , consumer products, and other various industries. + Deliver value to client ... by the Strategic Partnership Solutions practice include private equity, real estate , telecom, technology, healthcare, media & entertainment, energy, retail, and… more
- Deloitte (Sacramento, CA)
- …high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate , and gift work papers and tax returns, as well prepare ... legacy, and charitable giving during their lifetime and through estate planning. Learn more about Deloitte Private Wealth Tax...+ Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as MST, JD,… more
- JPMorgan Chase (Los Angeles, CA)
- …+ Engage with clients in financial planning, basic tax, trust and estate planning, retirement, educational, and philanthropic planning, risk management, and asset ... and retirement strategies + Bachelor's degree and Certified Financial Planner ( CFP ) or Wealth Management Certified Professional (WMCP) designation (or equivalent)… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …engaging environment. Responsibilities + Prepare financial analyses covering retirement, estate , education, and equity compensation. + Conduct risk and performance ... RIA experience preferred. + Familiarity with eMoney or similar tools; + CFP (R) preferred + Strong communication, attention to detail, and client-focused mindset.… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …+ Oversee development and execution of sophisticated plans covering retirement, tax, estate , and risk management. + Mentor and train associate advisors; foster a ... of experience in financial planning, wealth management, or investment advisory. + CFP (R) designation and Series 65 (or equivalent) required. + Strong knowledge of… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …career potential. Key Responsibilities + Prepare detailed analyses for retirement, estate planning, education funding, and stock options. + Build and maintain ... 3+ years in financial planning (RIA experience required). + Bachelor's degree; CFP (R) required + Proficiency with eMoney and strong Excel skills. + Exceptional… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …and personal efforts. + Develop and execute plans covering retirement, tax, estate , and risk management. + Support business development initiatives and participate ... 5 years of experience in financial planning or wealth management. + CFP (R) designation required. + Strong knowledge of financial planning and investment strategies.… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Key Responsibilities + Prepare in-depth analyses including retirement planning, estate considerations, education funding models, stock option strategies, and ... financial planning work. + Experience with E-Money or progress toward the CFP (R) designation is a must have. + Highly intellectual, detail-oriented, and motivated… more