- Robert Half Finance & Accounting (Mill Valley, CA)
- Description Senior Wealth Manager Location: North Bay Area Industry: Financial Services / Wealth Management An independent RIA firm in the Bay Area is ... seeking a Senior Wealth Manager to lead high-value client relationships, mentor junior advisors, and contribute to firm-wide strategic initiatives. This is a… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …Responsibilities Client Engagement & Strategy + Act as a strategic partner and project manager for senior advisors + Join client meetings, take notes, and follow ... Description Lead Advisor - Wealth Management Location: San Ramon, CA (4-5 days...balance. Role Overview As a Lead Advisor, you'll support senior advisors in delivering comprehensive financial planning and investment… more