- Robert Half Finance & Accounting (San Ramon, CA)
- …above the day-to-day and make purposeful financial decisions. Position Summary As a Lead Advisor , you will support senior advisors in delivering comprehensive ... data in financial planning software + Assist in developing financial plans and investment strategies + Prepare client recommendations under advisor guidance +… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …Location: North Bay Area Industry: Financial Services / Wealth Management An established independent RIA firm in the Bay Area is seeking a Senior Wealth Manager to ... lead high-net-worth client relationships, mentor junior advisors, and drive...initiatives. This is a rare opportunity for a seasoned advisor to join a collaborative, purpose-driven team focused on… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …Industry: Financial Services / Wealth Management Are you a seasoned financial advisor who thrives on building deep, trusted relationships and delivering holistic, ... and deepen client relationships through regular communication and strategic planning + Lead and oversee the development of financial plans, estate maps, cash flow… more
- Citizens (Johnston, RI)
- …Supervision. Experience in developing Private Wealth risk and compliance programs for dual- registered Broker-Dealer/ Registered Investment Advisor , 12 CFR ... Audit, or Compliance + 6+ years' Risk and Compliance experience with advanced Broker-Dealer, Registered Investment Advisor , 12 CFR 9 Trust and Fiduciary… more
- Athene (New York, NY)
- …launch of new solutions across the Defined Contribution (including Stable Value), Registered Investment Advisor , and International Retirement markets. With ... retirement crisis across the globe. + Experience with Defined Contribution plans, Registered Investment Advisors, or International Retirement markets a plus. +… more