- Robert Half Finance & Accounting (Marin County, CA)
- …the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies. + Manage Financial Plans: Develop and ... Description Michelle Espejo with Robert Half Financial Services is recruiting for a Paraplanner at...investment, and risk management. + Mentor & Lead: Support junior advisors and contribute to a strong team culture.… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- Description Senior Wealth Advisor - Independent RIA Location: Mill Valley, CA | Hybrid (2-3 days in office) Compensation: $175,000 - $200,000 DOE + Bonus + Profit ... is partnering with a highly regarded independent SEC-Registered Investment Advisor in Mill Valley to identify a Senior Wealth...chance to be part of a firm that blends financial expertise with a holistic "wealth of life" philosophy,… more
- City National Bank (Los Angeles, CA)
- * ADVISOR SENIOR - FOREIGN EXCHANGE* WHAT IS THE OPPORTUNITY? The Senior Foreign Exchange advisor plays a pivotal role in driving the growth of our foreign ... expertise, communication skills, and the ability to navigate legal and financial documentation to provide customized solutions to existing and prospective clients.… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …Key Responsibilities Client Relationship Management + Serve as a trusted advisor to high-net-worth clients, delivering personalized financial planning and ... Manager / Senior Wealth Manager A leading independent Registered Investment Advisor is seeking experienced and client-focused professionals to join its dynamic… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …and grow within the firm. Key Responsibilities: + Serve as a trusted advisor to high-net-worth clients. + Deliver tailored financial planning and investment ... Description A respected independent SEC Registered Investment Advisor is expanding its Wealth Management team and seeking both Managers and Senior Managers who are… more
- Charles Schwab (San Francisco, CA)
- …to work on site in the specified locations.** As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and ... various partners, including industry leading advisors. You'll also have the opportunity to mentor junior SWA team members. If you are looking to develop with a firm… more
- Southern California Edison (Pomona, CA)
- …the Clean Energy Revolution Become a ERP Organizational Change Management - Senior Advisor at Southern California Edison (SCE) and build a better tomorrow. In this ... a system upgrade-it's a fundamental redesign of our core financial processes. Our goal is to streamline operations, enhance...matter expert. + Provide strategic guidance and mentorship to junior team members, fostering a culture of learning and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …a Client Associate to serve as a key relationship manager and trusted advisor to a select group of ultra-high-net-worth individuals and families. This firm is ... known for delivering white-glove service across wealth management, financial planning, lending strategy, and family office services. Client Associate - Multi Family… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …guidance on accounting policies, procedures, and best practices. + Serve as a financial advisor to the CEO, providing data-driven insights for decision-making. + ... are looking for an experienced Accounting Manager to oversee and optimize financial operations within our organization. The ideal candidate will bring expertise in… more
- PNC (Los Angeles, CA)
- …corporate clients who have significant assets to develop sophisticated, customized financial solutions ranging from investment management and wealth planning to ... a team approach to servicing clients. The team of advisors includes Banking Advisor , Fiduciary Advisor , Investment Advisor , Wealth Strategist, and… more