- Bank of America (San Jose, CA)
- …including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth ... financial planning solutions. Key responsibilities include identifying strategic investment opportunities, driving financial planning by gathering and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …ultra-high-net-worth clients through a comprehensive suite of services including investment management, financial planning, lending strategy, and bespoke ... professional teams (eg, executive assistants, personal CFOs) + Collaborate with investment teams on cash deployment and portfolio creation + Support internal… more
- Robert Half Finance & Accounting (Buellton, CA)
- …Oversees cash flow positions, borrowing needs, and available funds for investment . Monitors and evaluates financial and operational performance of ... trends, risks, and opportunities. Supports budgeting, forecasting, and long-term financial planning with business leadership. Partners with management teams to… more
- Bank of America (San Francisco, CA)
- …client and PM experience. + Staying current on trends impacting both the broader financial markets and alternative investment strategies in order to educate our ... are guided by a common purpose to help make financial lives better through the power of every connection....services product and/or sales experience + Knowledge of alternative investment products + Travel throughout coverage area (3-4 days… more
- Applied Materials (Santa Clara, CA)
- …Clara, CA office. Interns will work within our business segments providing financial analytics and investment decision support for Applied Materials' businesses, ... the finance team, supporting the business by: + Providing insightful financial modeling, ROI analysis, scenario planning, and portfolio prioritization + Supporting… more
- Deloitte (San Francisco, CA)
- …services or consulting industry related to one or more of the following Financial Services industries: consumer or corporate banking, investment banking or ... Financial Services Manager - Regulatory & Financial Risk Our Deloitte Regulatory, Risk & Forensic team helps client leaders translate multifaceted risk and an… more
- Deloitte (San Francisco, CA)
- …help clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable ... to individual clients and their trusts, estates, family offices, investment vehicles, charitable pursuits, and closely-held business concerns, while providing… more
- Robert Half Accountemps (Vacaville, CA)
- … goals are integrated into broader business strategies. * Develop and assess financial models to support investment decisions, product launches, and cost ... industry, this contract position offers an exciting opportunity to contribute to financial planning and analysis efforts that drive organizational success. The ideal… more
- Deloitte (San Francisco, CA)
- … financial reporting, valuation techniques and methodologies for derivatives, financial instruments, and other investment products, forward price curve ... its team. This team provides valuation and analytical services related to financial instruments for Deloitte's clients in North America and worldwide. The specialist… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …of the Bay Area's most successful families. This multi-family office provides investment management, financial planning, lending strategies, and tailored family ... Description Michelle Espejo with Robert Half Financial Services is recruiting for a Client Service...assistants, chiefs of staff, personal CFOs) + Partner with investment teams on portfolios and new assets + Contribute… more