- Deloitte (Sacramento, CA)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as MST, JD, or LLM ... clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving… more
- Deloitte (San Jose, CA)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as Masters of Tax, JD, ... and/or LLM + Solid understanding with accounting for income taxes in accordance to ASC740 + Previous Big 4 or large CPA firm experience + Strong management experience + Excellent research and writing skills + Excellent presentation and communications skills… more
- Deloitte (San Diego, CA)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of Tax, JD, ... and/or LLM + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring new technology solutions + Experience with accounting for income taxes in accordance to ASC740 + Previous Big 4 or large CPA firm… more
- Deloitte (San Diego, CA)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of Tax, JD, ... and/or LLM + Strong organizational and time management skills with a demonstrated ability to work independently and manage multiple, competing priorities + Experience working in a virtual and/or global environment + Passion for leveraging technology and… more
- Deloitte (Los Angeles, CA)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to travel up to 25%, on average, based ... on the work you do and the clients and industries/sectors you serve Preferred + Advanced degree such as Masters of Tax, JD, and/or LLM + Previous Big 4 or large CPA firm experience + Solid understanding and experience with federal tax compliance, federal tax… more
- Deloitte (San Diego, CA)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to travel up to 25%, on average, based ... on the work you do and the clients and industries/sectors you serve Preferred + Advanced degree such as Masters of Tax, JD, and/or LLM + Previous Big 4 or large CPA firm experience + Solid understanding and experience with federal tax compliance, tax analysis,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …to work hybrid in San Francisco OR fully remote! Position Overview The Associate Financial Planner will support the advisor in creating sophisticated, bespoke ... comprehensive financial plans. Position Overview The Associate Financial Planner will support the advisor in...work. + Experience with E-Money or progress toward the CFP (R) designation is a significant plus. + Highly intellectual,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …As an Financial Planner, you'll work directly with an experienced advisor and gain hands-on exposure to comprehensive financial planning, investment ... with JC del Rosario - I'd love to connect! Financial Planner About the Role Join a boutique wealth...for RIAs. + Credentials: Familiarity with eMoney or a CFP (R) designation is a strong plus. + Mindset: Intellectually… more
- Raymond James Financial, Inc. (Sacramento, CA)
- …with financial advisors to drive department sales objectives and to increase financial advisor utilization within a specific territory. * Works closely with ... large audiences. * Meets specific objectives related to in-person financial advisor interaction as communicated from management....applied) or ability to obtain within 90 days. * Preferred: CAIA, CFP , CFA, CIMA, or MBA **Travel Requirements**… more
- Bank of America (San Francisco, CA)
- …results focused and effective. **Job Description:** The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client ... to support the coordination all sales and service activities. Works with the Financial Advisor and/or team Senior Business Manager to develop, implement, and… more