- Robert Half Finance & Accounting (San Francisco, CA)
- …analyses for intricate financial scenarios, such as tax loss harvesting and restricted wealth transfer strategies. Reach out to Michelle Espejo via LinkedIn or email ... track record of engaging directly with high-net-worth clients. + Certified Financial Planner (CFP) designation is a must. + Exceptional ability to manage multiple… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Requirements + 8+ years in financial or estate planning within a wealth management setting + Certified Financial Planner (CFP) designation (required) ... is recruiting for a Lead Advisor at a Thriving Wealth Management Firm. This is a full-time permanent role...in San Francisco with a Hybrid schedule. This growing wealth management firm helps clients align their wealth… more
- Bank of America (Bakersfield, CA)
- …(https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Honolulu/Merrill-Experienced-Financial-Advisor\_24007333) **Job Description:** Merrill Wealth Management is a ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in… more
- Bank of America (Monterey, CA)
- …Silicon-Valley-Market\_25032389) **Job Description:** Merrill Wealth Management is a leading ... and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in… more
- Wells Fargo (Pasadena, CA)
- …the needs of HNW and UHNW clients and provide personalized advice and wealth and asset management services, including: * Personal trust services * Estate services ... experience **Desired Qualifications:** + Juris Doctor (JD) degree, Certified Financial Planner (tm) designation, Certified Trust and Fiduciary Advisory (CTFA) +… more
- Robert Half Finance & Accounting (Orinda, CA)
- Description Job Posting: Financial Planning Associate - Wealth Management A well-established, people-first wealth management firm in the East Bay is seeking a ... planning or services. + Completion of or enrollment in a CERTIFIED FINANCIAL PLANNER (TM) program is highly preferred. + Strong communication skills, both verbal and… 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 ... 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… more
- Bank of America (Chico, CA)
- …role provides experienced advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and demonstrated success as a ... + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC) + Obtained… 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 ... + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability to travel up to 25%, on average, based on the… more