- Robert Half Finance & Accounting (Orinda, CA)
- …Zoom, and Teams + Experience with MoneyGuidePro, Holistiplan, Tamarac CRM/reporting, and Schwab Advisor Center is a plus + Curious, self-motivated, reliable, ... Description Paraplanner - Boutique Wealth Management Firm East Bay| Hybrid $70,000-$105,000 DOE + Discretionary Bonus + Exceptional Retirement Contributions A… more