- Robert Half Finance & Accounting (Mill Valley, CA)
- …Share Jennifer Fukumae is partnering with a highly regarded independent SEC-Registered Investment Advisor in Mill Valley to identify a Senior Wealth Advisor. This ... junior advisors, fostering a culture of excellence. + Provide financial planning and investment guidance with a high level of expertise. + Contribute to strategic… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …the Bay Area's most successful families. This multi-family office provides investment management, financial planning, lending strategies, and tailored family office ... client teams (executive assistants, chiefs of staff, personal CFOs) + Partner with investment teams on portfolios and new assets + Contribute to firm-wide projects… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Allocation, and Vocational Freedom Analysis. + Provide strategic recommendations across investment management, estate planning, tax planning, and risk management. + ... Skills & Attributes + Expertise in estate, tax, retirement, insurance, investment , and cash flow planning. + Strong organizational, leadership, and communication… more
- Robert Half Finance & Accounting (San Jose, CA)
- …client service in the financial services industry? A well-established and rapidly growing investment advisory firm is seeking a Client Service Associate to join its ... client transactions efficiently + Support client meetings with performance reports and investment data + Maintain accurate and confidential client records + Ensure… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …a trusted resource for high-net-worth clients, providing comprehensive financial planning and investment advice. Acting as the first point of contact, you'll guide ... and relationship management. + Review portfolios and deliver tailored investment recommendations. + Prepare comprehensive meeting materials, including cash flow… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …teams and external providers to keep operations smooth + Review and finalize investment reports + Communicate with polish and discretion *Contact Michelle Espejo via ... info and immediate consideration. Requirements + 3+ years at a Registered Investment Adviser (RIA) NO EXCEPTIONS + MUST have recent experience managing… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …customized financial solutions to ultra-high-net-worth individuals and families, including investment management, estate and tax planning, lending strategies, and ... as a technical resource within the Client Service team + Partner with investment teams on portfolio construction and cash deployment strategies + Contribute to… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …individuals and families, offering a full suite of solutions including investment management, estate and tax planning, lending strategies, and family office ... as a technical resource within the Client Service team. + Partner with investment teams on portfolio creation and cash deployment strategies. + Contribute to… more
- Robert Half Finance & Accounting (San Carlos, CA)
- Description BOOKKEEPER/OFFICE MANAGER 85K-100K + benefits Real estate investment /property management company is seeking a Bookkeeper/Office Manager to join their ... hats, handle all office administrative but can also help with some accounting and HR functions. Responsibilities: *Oversees and manages the daily activities of… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …statements in coordination with auditors. + Monitor fund performance and investment valuations. + Participate in operational activities including accounts payable, ... del Rosario - I'd love to connect! Requirements Qualifications + Bachelor's degree in Accounting , Tax, or related field. + Minimum 3+ years of asset management tax… more