- Robert Half Finance & Accounting (San Ramon, CA)
- …and build long-term relationships, including working with a CPA firm for investment support. + Check financial documents for accuracy, including insurance, ... + 3-5+ years in wealth management with knowledge in financial planning and investment strategies. + Proficient with Schwab platform + Experience with… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Financial Advisor at a thriving RIA . This is a full-time permanent role based ... with a Hybrid schedule. Our client is a leading Registered Investment Advisor with $10...record of engaging directly with high-net-worth clients. + Certified Financial Planner (CFP) designation is a must.… more