- Robert Half Finance & Accounting (Orinda, CA)
- …in financial planning or services, or relevant academic coursework toward a CERTIFIED FINANCIAL PLANNER (TM) designation. + Excellent verbal and written ... several hundred million dollars under management is seeking an Associate Financial Planner to join its collaborative and client-centered team. Known for its long… more
- Bank of America (San Francisco, CA)
- …research escalated client issues for response/resolution **Desired Qualifications:** + Certified Financial Planner (CFP) Designation + Accounting ... acquisition. Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the coordination all… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …with a proven track record of engaging directly with high-net-worth clients. + Certified Financial Planner (CFP) designation is a must. + Exceptional ability ... to manage multiple high-profile client relationships and seamlessly coordinate across teams for superior outcomes. Interested or even just curious? Reach out to Michelle Espejo via LinkedIn or email for fastest consideration. I recruit for similar roles and am… more
- Stryker (Irvine, CA)
- …people management experience preferred + 5 years trade show/event experience preferred + Certified Meeting Planner , qualified to take CMP exam, or equivalent ... experience preferred + Marketing AND/OR Sales experience preferred + Medical device or healthcare industry experience preferred **$115,600** **- $245,800** salary plus bonus eligible + benefits. Individual pay is based on skills, experience, and other relevant… more
- Deloitte (San Jose, CA)
- …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Language fluency in Japanese and English ... (both written and verbal) + Ability to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve Preferred + Advanced degree such as Masters of Tax, JD, and/or LLM + Previous Big 4 or large CPA firm experience +… more
- Deloitte (Los Angeles, CA)
- …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters ... of Tax, JD, and/or LLM + Previous Big 4 or large CPA firm experience The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and… more
- Deloitte (Sacramento, CA)
- …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as Masters ... of Tax, JD, and/or LLM + Solid understanding with accounting for income taxes in accordance to ASC740 + Previous Big 4 or large CPA firm experience + Strong management experience + Excellent research and writing skills + Excellent presentation and… more
- Deloitte (San Jose, CA)
- …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters ... of Tax, JD, and/or LLM + Strong organizational and time management skills with a demonstrated ability to work independently and manage multiple, competing priorities + Experience working in a virtual and/or global environment + Passion for leveraging… more
- Deloitte (Costa Mesa, CA)
- …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as Masters ... of Tax, JD, and/or LLM + Previous Big 4 experience or large CPA firm experience + Knowledge of fund accounting and general ledger accounting + Experience working in a fast-paced, team environment + Strong verbal and written communication skills The wage range… more
- Deloitte (San Francisco, CA)
- …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Bachelor's degree in accounting, finance, ... or other business-related field + Experience reviewing partnership and/or trust documents + Experience managing projects including scheduling, budgeting, client correspondence, and billing + Strong communication, interpersonal, and organizational skills +… more