• Administrative Assistant

    Robert Half Office Team (San Diego, CA)
    …Position Summary The Administrative & Investment Assistant supports the CEO (a senior financial advisor and firm owner) and the Advisory Associate across a ... + Assist with personal/business banking needs and archive relevant documents Financial Reconciliation & Reporting + Maintain Excel reconciliations for bank/credit… more
    Robert Half Office Team (08/08/25)
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  • Director, Business Development - NWPS

    Raymond James Financial, Inc. (Sacramento, CA)
    …at weekly meetings. + Maintains activity logs using Salesforce to create and maintain financial advisor profile levels and data on current and proposed sales ... and Responsibilities:** + Responsible for building and maintaining relationships with financial advisors to generate revenue within a specific territory. + Identify,… more
    Raymond James Financial, Inc. (07/26/25)
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  • Wealth Management Client Associate

    Bank of America (Walnut Creek, CA)
    …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
    Bank of America (09/06/25)
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  • Private Wealth Client Associate

    Bank of America (Los Angeles, CA)
    …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
    Bank of America (08/29/25)
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  • Tax Manager - Renewable Energy

    Deloitte (Los Angeles, CA)
    …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... to execute work streams, such as cost segregation studies and tax equity financial modeling (eg, hypothetical liquidation at book value) + Identify potential issues… more
    Deloitte (08/23/25)
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  • Tax Senior, Private Equity

    Deloitte (Costa Mesa, CA)
    …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... tax services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from every sector of… more
    Deloitte (08/20/25)
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  • Tax Manager - Private Wealth

    Deloitte (San Francisco, CA)
    …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Bachelor's ... clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving… more
    Deloitte (08/20/25)
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  • Tax Manager - Private Equity

    Deloitte (Sacramento, CA)
    …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... tax services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from every sector of… more
    Deloitte (08/18/25)
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  • Tax Senior - Private Wealth

    Deloitte (Los Angeles, CA)
    …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving… more
    Deloitte (08/18/25)
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  • Trust Market Manager

    Columbia Bank (Walnut Creek, CA)
    …+ Bachelor's Degreeor equivalent work experience, preferred + Certified Trust and Financial Advisor (CTFA) designation or JD degree, preferred + ... independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best way forward is… more
    Columbia Bank (09/04/25)
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