- Robert Half Finance & Accounting (Mountain View, CA)
- Description Jennifer Fukumae with Robert Half Finance and Accounting is seeking a Financial Planner to join a team-based wealth advisory environment. The firm ... manages a high-net-worth client base, providing comprehensive financial planning and investment management services. With a one-team approach, all planners work… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …+ Bachelor's degree in Finance, Business, or related field. + Certified Financial Planner (TM) ( CFP (R)) required . + Series 65 or equivalent strongly ... Description Jennifer Fukumae with Robert Half Financial Service Group is partnering with a highly...to join a boutique, community-focused firm that blends deep financial expertise with a philosophy of building a true… more
- Equitable (San Francisco, CA)
- …+ **Professional Growth** : encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial ... Emerging Financial Planner - CA, San Francisco...to clients' unique situations + **Location** : In-office presence required + **Work-Life Balance** : Flexible schedule to maximize… more
- Equitable (Los Angeles, CA)
- …ambition * Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)), Chartered Financial ... Emerging Financial Planner - CA; Los Angeles,...tailored to clients' unique situations * Location: In-office presence required * Work-Life Balance: Flexible schedule to maximize productivity… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …to Jonathan Christian (JC) del Rosario - I'd love to connect! Associate Financial Planner - Boutique Wealth Advisory Firm Location: Hybrid (San Francisco, ... wealth management. Why This Role Matters As an Associate Financial Planner , you'll be immersed in complex,...your next career move. What We're Looking For + CFP (R) certification required + Strong analytical and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …5+ years of work experience; 3+ years in financial planning (RIA experience required ). + Bachelor's degree; CFP (R) required + Proficiency with eMoney and ... your resume via LinkedIn to JC del Rosario - I'd love to connect! Associate Financial Planner About the Role We're seeking an Associate Financial Planner … more
- City National Bank (San Francisco, CA)
- …Demonstrable expertise in the use of financial modeling systems such as eMoney * CFP - Certified Financial Planner credential or the ability to obtain ... candidate should have experience with client discussions/presentations, proficiency in financial planning software (eMoney), and demonstrable knowledge in advanced… more
- JPMorgan Chase (Los Angeles, CA)
- …bank, affluent/high-net-worth solutions, and retirement strategies + Bachelor's degree and Certified Financial Planner ( CFP ) or Wealth Management Certified ... (or equivalent) required + Ability & experience in understanding clients' financial situations and personal circumstances; strong listening skills and high EQ +… more
- JPMorgan Chase (San Francisco, CA)
- …years of practice as a trusts & estates lawyer, tax advisor, or financial planner + Knowledge of issues relating to securities-based compensation (restricted ... group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals...of estates and trusts is also useful but not required . Knowledge of issues relating to securities-based compensation (restricted… more
- JPMorgan Chase (Palo Alto, CA)
- …5 plus years of practice as a trusts & estates lawyer, tax advisor, or financial planner + Self-starter with natural curiosity for individual planning and people ... group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals...of estates and trusts is also useful but not required . Knowledge of issues relating to securities-based compensation (restricted… more