• Tax Senior - Sustainability - Renewable Energy

    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 + 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 (08/21/25)
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  • Tax Senior - Federal / Corporate Tax

    Deloitte (Sacramento, 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 (08/18/25)
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  • Tax Manager - Tax Exempt

    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
    Deloitte (06/23/25)
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  • Associate Financial Planner - RIA

    Robert Half Finance & Accounting (San Francisco, CA)
    …with minimal turnover and a clear career path to becoming a Lead Advisor . Enjoy bonuses and a lucrative Profit Sharing program. Some Responsibilities: + Partner ... Lead Advisors: Attend meetings, gather data, create and present financial plans. + Collect and analyze client financial...RIA + Must be at least already in the CFP program if currently not a CFP … more
    Robert Half Finance & Accounting (08/29/25)
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  • Wealth Strategist ( Financial Planner)

    City National Bank (Beverly Hills, CA)
    …* Minimum 8 years of experience within Banking, Brokerage, or Insurance culture * CFP - Certified Financial Planner credential or the ability to obtain within ... Sr. Wealth Strategist and Wealth Strategist in developing integrated estate and financial plans for U/HNW clients through partnering with colleagues and COIs. Assist… more
    City National Bank (08/07/25)
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  • Private Wealth Relationship Manager (FP)

    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
    Bank of America (06/13/25)
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  • Wealth Planner (FP)

    Bank of America (San Jose, CA)
    …focused and effective. **Job Description:** This job is responsible for working with Financial Advisor (FA) teams to provide comprehensive financial planning ... equivalent; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s)...they support + SAFE ACT Registration; ADV-2B Required + CFP (R) or CPWA(R) designation and/or maintain at least one… more
    Bank of America (08/21/25)
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  • Manager, Investment Services

    Atria Wealth Solutions (Dublin, CA)
    …24 or Series 9/10 Securities Registrations equivalent required. + Previous Financial Advisor experience preferred + Advanced Industry Designations preferred ... Through its relationship with CUSO Financial Services, L. P. (CFS) Patelco Credit Union...- such as CFP , ChFC, CRPC, RICP, CFF + Excellent working knowledge… more
    Atria Wealth Solutions (08/14/25)
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  • JP Morgan Wealth Management, Vice President,…

    JPMorgan Chase (Palo Alto, CA)
    … + 5 plus years of practice as a trusts & estates lawyer, tax advisor , or financial planner + Self-starter with natural curiosity for individual planning and ... & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities (operating… more
    JPMorgan Chase (07/12/25)
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  • Paraplanner - RIA Firm

    Robert Half Finance & Accounting (Orinda, CA)
    …passionate about personal finance and on the path to becoming a CERTIFIED FINANCIAL PLANNER (TM) professional. Whether you're enrolled in a CFP (R) program ... a BART-accessible location + Strong emphasis on professional development: firm covers financial education and certifications + Team-first culture with a focus on… more
    Robert Half Finance & Accounting (08/19/25)
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