• Financial Planning Analyst

    Robert Half Finance & Accounting (Houston, TX)
    …to assist clients in tax planning and minimizing tax liabilities. + Develop estate planning strategies to transfer wealth efficiently to heirs, including the use of ... * Bachelor's degree in Finance, Accounting, Economics, or related field. * CFP Designation * Proficiency in financial planning and strategy. * Knowledge of… more
    Robert Half Finance & Accounting (06/22/25)
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  • Senior Wealth Management Relationship Manager…

    Citigroup (Boston, MA)
    …business, or related field (required). Advanced degrees (JD, LL.M.) or certifications ( CFP (R)) are preferred. + 15+ years of experience in wealth management, ... (or 65/63). + In-depth knowledge of wealth management services, with a focus on estate planning, tax strategies, and business succession for HNW and UHNW clients. +… more
    Citigroup (06/20/25)
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  • Financial Management Rotation Program

    Robert Half Finance & Accounting (Reston, VA)
    …public accounting firm or finance at a large public company. - MBA, CPA, CFP , or CFA qualification will be at an advantage. -Advanced Microsoft Excel experience. - ... with senior management is a plus. -Previous experience in manufacturing or real estate business is considered an advantage. Take this opportunity to join us and… more
    Robert Half Finance & Accounting (06/17/25)
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