• Senior Advice Strategist

    Robert Half Finance & Accounting (Berkeley, CA)
    …today and send your resume via LinkedIn to 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 + Partner with advisors to deliver client-facing advice and planning materials. + Lead complex plan development (cash flow, tax,… more
    Robert Half Finance & Accounting (01/05/26)
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