- Deloitte (San Francisco, 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, CPA firm experience or law firm experience + Excellent presentation and communications skills The wage range for this role takes into account the wide range of factors that are considered in making compensation… more
- Robert Half Finance & Accounting (Orinda, CA)
- …in financial planning or services. + Completion of or enrollment in a CERTIFIED FINANCIAL PLANNER (TM) program is highly preferred. + Strong communication ... skills, both verbal and written. + Experience with MoneyGuidePro and CRM systems is a plus. + Proficiency in Microsoft Word and Excel. + Highly organized, analytical, and detail-oriented. + Self-motivated, adaptable, and eager to learn. + Professional demeanor… more
- Equitable (Irvine, CA)
- …**Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant ... (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program **Compensation & Benefits** + **Sign-On Payment Eligibility** : $250-$1,000 after signing the PEP agreement, based on a 120-day timeline for successful completion of company… more
- Robert Half Finance & Accounting (Orinda, CA)
- …for someone passionate about personal finance and on the path to becoming a CERTIFIED FINANCIAL PLANNER (TM) professional. Whether you're enrolled in a CFP(R) ... program or planning to start soon, this is an exceptional opportunity to learn, grow, and gain direct client-facing experience. Why Join: + Average team tenure of 8+ years - people love working here! + Beautiful office in a BART-accessible location + Strong… 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 + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring new technology solutions + Experience with accounting for income taxes in accordance to ASC740 + Previous Big 4 or large CPA… more
- Deloitte (Sacramento, CA)
- …Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Previous Big 4 experience or ... large CPA firm equivalent + Knowledge of fund accounting and general ledger accounting 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;… more
- Deloitte (Los Angeles, CA)
- …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as MST, ... JD, or LLM + Prior Big 4 experience + Strong communication, interpersonal, and organizational skills + Strong analytical and communication skills; and able to articulate conclusions, planning opportunities, and risks identified through research projects The… more
- Bank of America (Encinitas, CA)
- …were met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... (CRPC). * Obtained your insurance licenses. Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent Skills: * Advisory * Account Management * Client Experience Branding * Customer and Client Focus * Oral Communications * Issue… more
- Edward Jones (Ontario, CA)
- …licenses preferred + Preferred additional professional designations such as CFP(R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or Chartered Retirement ... Planning Counselor (TM) Read More About Skills/Requirements **Awards & Accolades** At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received.… more
- Charles Schwab (Indian Wells, CA)
- …is required (may be obtained within a 120 day condition of employment) + Certified Financial Planner (CFP) certification is preferred + Minimum of two years ... of experience in the financial services industry (required) + Financial business development experience (highly preferred) + Knowledge of brokerage/banking products and services + Strong client relationship building experience Pursuant to SAFE Act… more