- Atria Wealth Solutions (Dublin, CA)
- …+ Series 24 or Series 9/10 Securities Registrations equivalent required. + Previous Financial Advisor experience preferred + Advanced Industry Designations ... Through its relationship with CUSO Financial Services, L. P. (CFS) Patelco Credit Union...preferred - such as CFP , ChFC, CRPC, RICP, CFF + Excellent working knowledge… more
- 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
- Robert Half Finance & Accounting (Orinda, CA)
- …years' experience in an office environment + Prior experience or coursework in financial planning strongly preferred + Excellent verbal and written communication ... finance and on the path to becoming a CERTIFIED FINANCIAL PLANNER (TM) professional. Whether you're enrolled in a... PLANNER (TM) professional. Whether you're enrolled in a CFP (R) program or planning to start soon, this is… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …Planner to join its team of professionals dedicated to delivering personalized, high-impact financial guidance. This role is ideal for a seasoned advisor who ... client relationships, coaching junior team members, and delivering comprehensive financial planning and investment strategies. This is a high-touch, client-facing… more
- Charles Schwab (San Francisco, CA)
- …problem solving, helping us "challenge the status quo" and transform the financial services industry together. The Managing Director, Wealth Planning & Advice AI ... sophisticated specialty planning like estate and tax planning capabilities, alongside core financial planning services and retirement income. + Foster a culture of… more
- Deloitte (San Francisco, CA)
- …+ Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Bachelor's degree in accounting, finance, or other ... clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving… 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… more