- 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 (Los Angeles, 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 (San Francisco, 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 (Los Angeles, 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
- Umpqua Bank (Newport Beach, CA)
- …skills. + Intermediate estate planning, tax, advanced investment management skills. + CFP , CIMA, CPWA, ChFC, CTFA, CPA, CFA, CWS or AWMA, any one certification, ... client financial needs. This position requires expertise in simple to intermediate estate planning, tax planning and advanced investment management. + Primary role… 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 (Mill Valley, CA)
- …Advisory + Develop and implement financial plans covering retirement, tax, estate , investment, and risk management. + Continuously monitor and adjust client ... or investment advisory. Certifications & Licensing + Certified Financial Planner (TM) ( CFP (R)) designation required. + Series 65 or equivalent licensing required for… more
- Robert Half Finance & Accounting (Marin County, CA)
- …Manage Financial Plans: Develop and adjust comprehensive plans covering retirement, tax, estate , investment, and risk management. + Mentor & Lead: Support junior ... consideration. Requirements + 4+ years in financial planning, wealth management. + CFP (R) certification required; Series 65 or equivalent preferred. + Expertise in… more
- Charles Schwab (San Francisco, CA)
- …ensuring we can serve clients seeking sophisticated specialty planning like estate and tax planning capabilities, alongside core financial planning services and ... personality types + Strong analytical and creative problem-solving skills + Strong preference for CFP , CFA and/or a series 24. **What's in it for you** At Schwab,… more
- Zions Bancorporation (Irvine, CA)
- …These services often include personalized investment strategies, financial planning, estate and tax planning, succession planning, and risk management. The ... role. + Series 7, 63, 65 and General Lines Insurance Agent licenses required. + CFP (R) preferred This position is eligible to earn a base salary in the range of… more