- Robert Half Finance & Accounting (Mountain View, CA)
- Description A values-driven boutique financial advisory firm is seeking an experienced and client-focused Planner to join its growing team. This role is ideal for a ... experienced advisor who thrives in a collaborative, service-oriented environment and...excellence. Advisors work closely with clients to deliver holistic financial planning, investment management, and strategic guidance tailored to… more
- Robert Half Finance & Accounting (Orinda, CA)
- Description Paraplanner - Launch Your Financial Planning Career the Right Way Orinda, CA (Hybrid) $70,000-$105,000 DOE + Bonus + Exceptional Retirement Benefits Are ... you early in your financial planning journey and ready to grow under expert...using industry-leading tools like Tamarac, MoneyGuidePro, Holistiplan, and Schwab Advisor Center + Support process improvements and special projects… more
- Robert Half Finance & Accounting (Redwood City, CA)
- …as an accounting advisor to management and bookkeepers + Assists in financial oversight across the district + Provides administrative support for payroll and HR ... Reconciles and analyzes various balance sheet accounts + Reviews and interprets financial results for internal and external stakeholders + Maintains and monitors… more
- Omni Hotels (Los Angeles, CA)
- …Pavilion, MOCA and numerous other entertainment destinations. Currently ranked #1 by Trip Advisor for Best Downtown Hotels in Los Angeles, the Omni Los Angeles ... including payroll, payables, receivables, cashiering and night audit. + Prepare the financial statements within the time frames supplies in the Corporate closing… more
- Deloitte (Los Angeles, CA)
- …Attorney + Enrolled Agent + Certifications: + Project Management Professional (PMP) + Chartered Financial Advisor (CFA) + Ability to travel up to 25%, on ... some of the leading hedge and private equity firms, insurance companies, and banks in the world? Want to...of the most diverse backgrounds in the industry - financial analysts, developers, business analysts, attorneys and accountants? This… more
- US Bank (San Jose, CA)
- …solutions based on each client's unique goals and needs. + Be the primary advisor for our business clients. + Deliver financial expertise and client-centric ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...dental, vision) + Basic term and optional term life insurance + Short-term and long-term disability + Pregnancy disability… more
- BMO Financial Group (San Ramon, CA)
- …ensure client expectations are met or exceeded. + Acts as a trusted advisor to assigned business/group. + Influences and negotiates to achieve business objectives. + ... matter expert for internal/external stakeholders. + Participates in the development of financial models and other analytical tools to assist clients in evaluating… more
- 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 or ... a BART-accessible location + Strong emphasis on professional development: firm covers financial education and certifications + Team-first culture with a focus on… more
- US Bank (Pleasanton, CA)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... Description** Our Business Banking Relationship Managers are the primary advisor for our business clients. They play a pivotal...pivotal role in helping our business clients achieve their financial goals and do this by approaching each and… more
- Robert Half Office Team (San Diego, CA)
- …Position Summary The Administrative & Investment Assistant supports the CEO (a senior financial advisor and firm owner) and the Advisory Associate across a ... Family Office & Client Administration + Manage household payments (utilities, insurance , etc.) and monitor bank balances + Coordinate fund transfers, property… more