- Robert Half Finance & Accounting (San Francisco, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Financial Advisor at a thriving RIA. This is a full-time permanent role based ... a Hybrid schedule. Our client is a leading Registered Investment Advisor with $10 billion in assets under management....This is a great opportunity to contribute to the financial success of high-net-worth clients in a firm that… more
- Robert Half Finance & Accounting (San Francisco, CA)
- … plans. + Collect and analyze client financial information. + Develop financial plans, investment policies, and portfolio reports. + Implement and monitor ... or email for immediate consideration and additional info. Requirements + 2+ years of financial planning experience in a RIA + Must be at least already in the… more
- Deloitte (Los Angeles, CA)
- …quality of assets and internal control structure + Review and comment on financial , accounting, and tax considerations in investment models, bank finance ... at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …firm (a mega fund) that operates internationally with hundreds of employees across key financial centers. Its investments span public and private debt and equity ... securities, direct investments in private companies, and real estate. The role...both multi-strategy hedge funds and a number of specialized investment funds. The position reports to the Global Controller… more
- Coinbase (Sacramento, CA)
- …as we build the emerging onchain platform - and with it, the future global financial system. To achieve our mission, we're seeking a very specific candidate. We want ... power of crypto and blockchain technology to update the financial system. We want someone who is eager to...job duties):* * Support all aspects of the Ventures investment lifecycle, including: * Be an external presence in… more
- US Bank (Los Angeles, CA)
- …of related sales experience, preferably in the public sector/municipal finance, banking, investment management, trust or financial services arenas. + Current, ... and businesses we serve to make better and smarter financial decisions and enabling the communities we support to...in new business development and client management for its investment advisory practice in California. The role will be… more
- Lumen (Sacramento, CA)
- … investment synergies and cost reduction strategies to increase financial flexibility. + Simply complex engineering principles into concise business outcomes ... role will model various scenarios with changing input from customer demand and investment opportunities to continue to grow and build the most relevant fiber… more
- BlackRock (Sausalito, CA)
- …to put our clients' and their clients' interests at the center of our investment advice; to minimize costs and taxes; and to incorporate each client's unique ... values-aligned preferences into their investment portfolio. We are a...medium to large scale datasets , preferably in a financial services or trading environment + Solid knowledge of… more
- Robert Half Finance & Accounting (San Rafael, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Tax Planner at a Nationally recognized Wealth Management Firm. This is a ... County with a flexible Hybrid schedule. This RIA specializes in complex financial and tax planning for high-net-worth individuals, families, and business owners.… more
- JPMorgan Chase (San Francisco, CA)
- …building, preserving and managing their wealth. You will use your knowledge of investments , financial planning, credit and banking to both advise current clients ... * Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs * Partner with internal… more