- US Bank (Los Angeles, CA)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... at-all from Day One. **Job Description** The PWM Wealth Planner is focused on providing clients with comprehensive and...work directly with clients, or in conjunction with the senior team members. **Basic Qualifications** + Bachelor's degree or… more
- Umpqua Bank (Walnut Creek, CA)
- …or AIF, required. + 5+ years of experience as an investment executive, financial advisor, certified financial planner , investment advisor Representative, or ... for business. Together for better. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work within a team structure to… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …Requirements Qualifications + Bachelor's degree in Finance, Business, or related field. + Certified Financial Planner (TM) ( CFP (R)) required. + Series 65 or ... Description Senior Wealth Advisor- Independent RIA Location: Mill Valley,...chance to be part of a firm that blends financial expertise with a holistic "wealth of life" philosophy,… more
- Deloitte (San Francisco, CA)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of ... to global tax transparency? Would you like to understand financial services and products across an array of industries...(Federal tax) practice! What You'll Do As a Tax Senior Consultant within the Global Information Reporting practice, you… more
- Deloitte (Costa Mesa, CA)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as Masters ... have an exciting opportunity for you as a Tax Senior on our growing team! Recruiting for this role...to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from… more
- Deloitte (Costa Mesa, CA)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of ... we have an exciting opportunity for you as a Senior Tax Consultant on our growing team! Recruiting for...on June 1, 2026 Work You'll Do As a Senior Tax Consultant, you will work within an engagement… more
- Deloitte (San Jose, CA)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of ... for this role ends on May 31st 2026. What you'll do As a Senior within the Sustainability: Renewable Energy practice, you will advise clients on tax issues… more
- Deloitte (Sacramento, CA)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as master's ... to keep you buzzing! Work you'll do: As a Senior on our Strategic Partnership Solutions team you will:...plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate,… more
- Deloitte (Los Angeles, CA)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as MST, JD, ... May 31, 2026. What You'll Do As a Tax Senior in our Private Wealth Tax practice, you will...make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and… more
- Deloitte (Sacramento, CA)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of ... Recruiting for this role ends on May 31, 2026. What You'll Do As a Tax Senior Consultant within the Business Tax Services group, you will be a valuable member of tax… more