- Edward Jones (Ontario, CA)
- …preferred + Preferred additional professional designations such as CFP(R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or Chartered Retirement Planning ... something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …with a proven track record of engaging directly with high-net-worth clients. + Certified Financial Planner (CFP) designation is a must. + Exceptional ability to ... Description Michelle Espejo with Robert Half Financial Services is recruiting for a Financial...assets under management. They're seeking an energetic and dedicated Associate Advisor to join their team. This is a… more
- Robert Half Finance & Accounting (Orinda, CA)
- … planning or services. + Completion of or enrollment in a CERTIFIED FINANCIAL PLANNER (TM) program is highly preferred. + Strong communication skills, ... Description Job Posting: Financial Planning Associate - Wealth Management A well-established, people-first wealth management firm in the East Bay is seeking a… more
- Umpqua Bank (Sacramento, CA)
- …or AIF, required. + 5+ years of experience as an investment executive, financial advisor, certified financial planner , investment advisor Representative, or ... independently, work collaboratively, and support our broader purpose. Think of us as financial partners, because at Umpqua, we believe the best way forward is… more
- SLAC National Accelerator Laboratory (Menlo Park, CA)
- …safe, quality infrastructure project performance. This position reports to the Associate Director of Design and Construction Services within the Project Portfolio ... managing programs and portfolios of facilities projects, tracking and reporting financial and schedule performance, monitoring metrics and KPIs + Expert knowledge… more