- Robert Half Finance & Accounting (Marin County, CA)
- …consideration for this opportunity. Our client, an independent SEC Registered Investment Advisor in Marin, CA, seeks a dynamic individual to join their esteemed ... Wealth Management team. Committed to exceptional service and community...Schedule and prepare for client meetings alongside the Lead Advisor . + Assist in client onboarding, maintain detailed CRM… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …+ Prepare occasional spreadsheet analysis for more advanced financial topics such as tax loss harvesting, stock option and restricted wealth transfer strategies ... Requirements Key Requirements: + 4+ years in experience at an RIA or similar organization with direct experience planning and interfacing with high net worth private clients + CFP designation required + Ability to handle multiple high status client… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Nestled in the landscape of San Francisco, they are on the hunt for a dynamic Associate Advisor to join their ranks. Imagine yourself immersed in a culture of ... career-it's a chance to be part of something extraordinary. Some Responsibilities of an Associate Advisor : + Serve as the main contact for client communications.… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Situated in the picturesque city of San Francisco, they are seeking an energetic Associate Advisor to become part of their team. Envision being enveloped in ... be part of something exceptional. The duties of the Associate Advisor include: + Acting as the...spreadsheet analyses for more complex financial matters, such as tax loss harvesting, stock options, and restricted wealth… more
- Morgan Stanley (San Francisco, CA)
- …opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** *WM Muni Sales Associate * ... the largest clients in the entire market, Morgan Stanley Wealth Management. MSCO underwrites and sells Morgan Stanley's municipal...liquidity to the market on both a taxable and tax exempt basis. Our Municipal Desk Analyst Team publishes… more