- Robert Half Finance & Accounting (Mill Valley, CA)
- …Half Financial Service Group is partnering with a highly regarded independent SEC-Registered Investment Advisor in Mill Valley to identify a Wealth Manager. This is ... with a planning-first approach. + Deliver tailored financial plans and investment advice. + Support business development through client referrals and networking.… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …maps, cash flow analyses). + Provide objective, comprehensive advice on investment management, estate planning, tax strategies, and philanthropic initiatives. + ... planners, guiding their development. + Conduct financial modeling and oversee investment policy reviews and portfolio rebalancing. + Maintain accurate client records… 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)
- …audits, reporting, and fund administrator relationships. + Partner on fund structures, co- investment programs, LP due diligence, and investment closings. + Build ... offer contract, temporary and permanent placement solutions for finance and accounting , technology, marketing and creative, legal, and administrative and customer… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …families. This firm delivers a comprehensive range of services, including investment advisory, retirement planning, lending strategies, and customized family office ... and subject matter resource for new team members + Partner with internal investment professionals to assist in cash deployment and portfolio implementation + Provide… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …This role offers a clear progression path, including exposure to investment strategies, advanced planning tools, and the opportunity to pursue professional ... to implement plans + Progressively take on more responsibility, including investment analysis and client-facing work What We Offer + Competitive compensation… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …ensuring compliance, and supporting the firm's ambitious growth strategy in the technology investment sector. This role reports to the Operating Partner and has CFO ... formation teams to enhance engagement and reporting. * Partner with the investment team to streamline deal execution and coordinate legal processes. * Develop… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …on LinkedIn for the fastest consideration or to learn about other finance and investment roles that may align with your background. Robert Half is the world's first ... offer contract, temporary and permanent placement solutions for finance and accounting , technology, marketing and creative, legal, and administrative and customer… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …experience + Must have prior experience in wealth management, brokerage, or investment advisory. + Strong understanding of financial operations (eg, ACAT, ACH, RMD). ... offer contract, temporary and permanent placement solutions for finance and accounting , technology, marketing and creative, legal, and administrative and customer… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …Collect and analyze client financial information. + Develop financial plans, investment policies, and portfolio reports. + Implement and monitor plans, coordinating ... offer contract, temporary and permanent placement solutions for finance and accounting , technology, marketing and creative, legal, and administrative and customer… more