- Robert Half Finance & Accounting (Walnut Creek, CA)
- Description Client Service Associate - Wealth Management A boutique wealth management firm is seeking a Client Service Associate to join its high-touch, ... Bachelor's degree. + 2+ years of client service experience, preferably in wealth management or financial services. + Familiarity with broker-dealer platforms; LPL… more
- Robert Half Finance & Accounting (San Mateo, CA)
- …with Robert Half Financial Services is recruiting for an Operations Manager at a boutique Wealth Management firm. This is a full-time permanent role based in ... or email for additional info and immediate consideration. Requirements + 8+ years in wealth management, ideally in a small RIA - NO EXCEPTIONS on Financial Services… more
- Robert Half Legal (San Francisco, CA)
- …to law firm clientele. This is an excellent direct-hire (perm) opportunity with a boutique wealth planning practice that has done very well. The office is ... very familial-like (good team of paralegals) and is a fairly laid-back atmosphere with very little need for overtime. The base salary range is $80,000-110,000+/yr, DOE, and the employment benefits package is competitive. For confidential consideration, please… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Jennifer Fukumae is partnering with a boutique , ultra-high-touch wealth management firm supporting some of the world's most sophisticated families ... seeking a Senior Client Service Associate to deliver exceptional support across investment operations, client onboarding, and financial administration for a curated group of ultra-high-net-worth clients. As part of a growing team that manages bespoke… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Robert Half Financial Services is recruiting for a Lead Advisor at a Thriving Wealth Management Firm. This is a full-time permanent role based in San Francisco with ... a Hybrid schedule. This growing wealth management firm helps clients align their ...be part of a nationally recognized firm with a boutique feel, offering best-in-class training, leadership development, and long-term… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Acting as the first point of contact, you'll guide clients through complex wealth strategies while collaborating with a highly skilled team dedicated to delivering ... 4+ years of experience at an RIA or comparable wealth management firm, with direct exposure to HNW clients....everyone shares in the firm's success. + National Reach, Boutique Feel: Offices across the US with a collaborative,… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …with Robert Half Financial Services is recruiting for a Client Service Associate at a Boutique RIA. This is a full-time permanent role based in Walnut Creek with a ... Requirements + 2+ years of client service experience, preferably in wealth management + Familiarity with broker-dealer platforms (LPL preferred) + Excellent… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …$90,000 DOE + Full Benefits + Career Growth Jennifer Fukumae is partnering with a boutique RIA in Walnut Creek that is actively seeking a Client Service Associate to ... vision and experienced leadership + Receive hands-on mentorship from seasoned wealth management professionals + Competitive compensation package with full benefits… more
- EFI Global (Sacramento, CA)
- …and private sectors. Over the last four decades, we have grown from a boutique firm specializing in handling insurance fraud and arson cases and providing expert ... expertise in forensic analysis, this professional will bring a wealth of experience investigating electrical failures, diagnosing complex troubleshooting scenarios,… more