• Client Service ( Trader )…

    Robert Half Finance & Accounting (San Ramon, CA)
    …Jennifer Fukumae with Robert Half's Financial Services division is working with a well-established Registered Investment Advisor ( RIA ) firm in San Ramon, ... is eager to gain exposure to successful Financial Advisors and Client Service Associates (CSAs) while developing toward an Advisor career path. Key… more
    Robert Half Finance & Accounting (12/25/25)
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  • Trader - Innovative Wealth Management Firm

    Robert Half Finance & Accounting (San Ramon, CA)
    …+ Assist with operational processes related to portfolio oversight, account administration, and client service workflows Why This Role Is a Great Opportunity + ... economics, business, or a related field + Genuine interest in transitioning into a client ‑facing Advisor role over time + Comfort with trading as a primary… more
    Robert Half Finance & Accounting (12/28/25)
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