• Senior Advice Strategist

    Robert Half Finance & Accounting (San Francisco, CA)
    …today and share your resume via LinkedIn with JC del Rosario - I'd love to connect! Senior Advice Strategist (CFP(R) or Series 65) About the Role Join a ... environment. What You'll Do + Collaborate with advisors to deliver client-facing advice and planning materials + Lead development of complex financial plans (cash… more
    Robert Half Finance & Accounting (01/07/26)
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