- Robert Half Finance & Accounting (Orinda, CA)
- …planning certification program and is seeking hands-on experience in a respected wealth management firm. You'll work closely with advisors and planners, ... Advisory firm with approximately $500 million in assets under management is seeking a Financial Planning Associate to join...+ Knowledge of tools such as Holistiplan, fpPathfinder, Schwab Advisor Center, Microsoft Teams, and Zoom is a plus.… more
- Robert Half Finance & Accounting (Orinda, CA)
- …journey and ready to grow under expert guidance? Join a boutique, fee-only wealth management firm known for deep client relationships, thoughtful financial ... plans, and a strong culture of mentorship. With approximately $500M in assets under management and an average employee tenure exceeding 8 years, this is a place to… more
- Robert Half Office Team (San Diego, CA)
- …organizational skills and attention to detail. * Industry experience is a plus in wealth management or financial services sector. * Ability to perform accurate ... Summary The Administrative & Investment Assistant supports the CEO (a senior financial advisor and firm owner) and the Advisory Associate across a wide range of… more
- US Bank (Los Angeles, CA)
- …owners, operators, investors and lenders. The successful candidate will be a trusted advisor who collaborates closely with the various business lines within CRE, and ... environment. **Primary Responsibilities** - Provide legal support to the relationship management , portfolio management , and loan administration teams for all… more
- Citigroup (San Francisco, CA)
- …over technical strategy. Primarily affects a sub-function. Responsible for handling staff management issues, including resource management and allocation of work ... to: + Function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, identifying product… more
- Robert Half Finance & Accounting (Orinda, CA)
- Description Paraplanner - Boutique Wealth Management Firm East Bay| Hybrid $70,000-$105,000 DOE + Discretionary Bonus + Exceptional Retirement Contributions A ... and Teams + Experience with MoneyGuidePro, Holistiplan, Tamarac CRM/reporting, and Schwab Advisor Center is a plus + Curious, self-motivated, reliable, and eager to… more
- Robert Half Finance & Accounting (Orinda, CA)
- …learn from a team that actually does it right? Join a boutique, fee-only wealth management firm that's known for its deep relationships, thoughtful planning, and ... to date using industry tech tools like Tamarac, MoneyGuidePro, Holistiplan, and Schwab Advisor Center + Help refine firm processes and contribute to special projects… more
- Comerica (San Jose, CA)
- …into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management . Comerica's colleagues focus on relationships, and helping people ... Business Development Officer The Business Development Officer (aka Small Business Advisor /SBA) role will be responsible for increasing the Bank's profitability by… more
- Deloitte (San Diego, CA)
- …dedicated to serving non-profit clients, and others also specialize in Private Wealth or Corporate business tax services. Deloitte's Global Center for Excellence in ... eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to travel up to… more
- Atria Wealth Solutions (Dublin, CA)
- …training or correcting the employees' performance in alignment with Patelco performance management practices. + Conduct regular connect with each employee to review ... years related investment industry experience and/or training. + 3+ years of prior management experience, including sales coaching experience. + Series 7, 63, 65 (or… more