• Paraplanner at North Bay Wealth Management

    Robert Half Finance & Accounting (Marin County, CA)
    …Manage Financial Plans: Develop and adjust comprehensive plans covering retirement, tax, estate, investment , and risk management . + Mentor & Lead: Support junior ... a client-first financial services firm dedicated to delivering comprehensive wealth management and financial planning. They support individuals and families in… more
    Robert Half Finance & Accounting (08/22/25)
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  • Financial Analyst Journey

    Sacramento Municipal Utility District (Sacramento, CA)
    …SMUD's financial requirements are met, focusing on commercial and merchant banking, investment portfolio management , liquidity and cash management , ... Title: Financial Analyst Journey Department: Debt & Commodities Risk Management Location: Sacramento, CA, US, 95817-1899 Category: Accounting/Financial **Minimum Pay… more
    Sacramento Municipal Utility District (08/28/25)
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  • Aladdin Client Transformation, Associate

    BlackRock (San Francisco, CA)
    …analytic in great detail may be required Your Qualifications + Understanding of investment management , front office, or underlying investment portfolio ... institutional buy-side investment risk platforms + Working experience in investment risk management , fixed-income, equity and derivative markets. +… more
    BlackRock (08/19/25)
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  • Lead Client Services Officer

    City National Bank (Los Angeles, CA)
    …SERVICES OFFICER* WHAT IS THE OPPORTUNITY? Oversee the City National Securities Investment Relationship Officers and Assistant Investment Officers supporting the ... of City National Securities. Provide training for Financial Advisors, Investment Relationship Officers, Assistant Investment Officers, and licensed… more
    City National Bank (08/07/25)
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  • Client Solutions Director ( Management

    Robert Half-Robert Half Corporate (Irvine, CA)
    **JOB REQUISITION** Client Solutions Director ( Management Resources) **LOCATION** CA IRVINE **JOB DESCRIPTION** **Robert Half** is looking for professionals to join ... our business development team. As a **Client Solutions Director** in the ** Management Resources** practice, you will focus on cultivating project and business… more
    Robert Half-Robert Half Corporate (06/19/25)
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  • Portfolio Administrator

    Robert Half Finance & Accounting (Berkeley, CA)
    …join its growing team. This role is central to the delivery of high-quality investment management services and offers the opportunity to work closely with ... leadership. About the Firm The firm provides comprehensive financial planning and investment management services to a diverse clientele, including individuals,… more
    Robert Half Finance & Accounting (08/17/25)
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  • Client Service Associate- Wealth Management

    Robert Half Finance & Accounting (Mountain View, CA)
    Description Jennifer Fukumae at Robert Half Finance and Accounting is partnering with an independent Registered Investment Advisor (RIA) and financial planning ... View, Ca with over $1.2 billion in assets under management and a client base of approximately 250 high-net-worth...million in AUM in just the last year-demonstrating exceptional investment performance and continued client trust. The Role: The… more
    Robert Half Finance & Accounting (08/30/25)
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  • Associate - ETS Capital

    Educational Testing Service (Sacramento, CA)
    …with core activities including corporate strategy, competitive analysis, financial planning and investment management . The position will be part of the Corporate ... Development team and will work with Business Unit (BU) leadership and Finance to develop, support and execute strategies and actions that enhance growth… more
    Educational Testing Service (08/15/25)
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  • Client Solutions Director (Robert Half…

    Robert Half-Robert Half Corporate (San Francisco, CA)
    **JOB REQUISITION** Client Solutions Director (Robert Half Management Resources) **LOCATION** CA SAN FRANCISCO **JOB DESCRIPTION** **Robert Half** is looking for ... our business development team. As a **Client Solutions Director** in the ** Management Resources** practice, you will focus on cultivating project and business… more
    Robert Half-Robert Half Corporate (08/29/25)
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  • Wealth Advisor/Sr. Wealth Advisor (DOE)

    Robert Half Finance & Accounting (Mill Valley, CA)
    … Advisory + Develop and implement financial plans covering retirement, tax, estate, investment , and risk management . + Continuously monitor and adjust client ... 8 years (Senior Wealth Manager) of experience in financial planning, wealth management , or investment advisory. Certifications & Licensing + Certified Financial… more
    Robert Half Finance & Accounting (08/29/25)
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