- Robert Half Finance & Accounting (San Francisco, CA)
- …Investment Adviser (RIA) NO EXCEPTIONS + MUST have recent experience managing ULTRA‑ high ‑ net ‑ worth (clients with $30M+ investable assets) NO EXCEPTIONS!! ... professionals, including medical, vision, dental, and life and disability insurance . Hired contract/temporary professionals are also eligible to enroll in… more
- Robert Half Legal (Los Altos, CA)
- …sessions related to estate disputes when necessary. * Develop customized plans for high - net - worth individuals and families, addressing complex estate needs. ... professionals, including medical, vision, dental, and life and disability insurance . Hired contract/temporary professionals are also eligible to enroll in… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …lives. Role Overview The Advisor will serve as a trusted resource for high - net - worth clients, providing comprehensive financial planning and investment ... professionals, including medical, vision, dental, and life and disability insurance . Hired contract/temporary professionals are also eligible to enroll in… more
- San Francisco Federal Credit Union (San Francisco, CA)
- …are essential, as this role regularly interacts with business owners and high - net - worth individuals. Essential Functions and Responsibilities: * Demonstrated ... The compensation package includes an excellent benefits program including health insurance plans, generous PTO, 401(k) Plan, profit sharing, competitive base,… more
- Citigroup (Glendale, CA)
- …Advisors to conceptualize, propose, and review tailored investment portfolios for Citi Global Wealth's high net worth clients. A PC will manage the ... including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance ; and wellness programs. Citi also offers paid time off packages,… more
- Robert Half Finance & Accounting (Palos Verdes Estates, CA)
- …skilled Tax Manager to lead client engagements and support a diverse portfolio of high - net - worth individuals and small to mid-sized businesses. This role is ... professionals, including medical, vision, dental, and life and disability insurance . Hired contract/temporary professionals are also eligible to enroll in… more