• Sr . Tax Advisor

    Robert Half Finance & Accounting (El Cerrito, CA)
    …is partnering with a leading independent wealth management firm in their search for a Senior Tax Advisor . This firm is dedicated to transforming the ... reach out to Jennifer Fukumae on LinkedIn for quicker consideration. Job Title: Sr . Tax Advisor Location: El Cerrito; Hybrid Salary: $120-140k + Bonus Robert… more
    Robert Half Finance & Accounting (04/27/25)
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  • Wealth Strategist / Certified Financial Planner

    BMO Financial Group (San Francisco, CA)
    …(advanced financial planning) guidance and counsel to the High Net Worth ( HNW ) client segment. Works collaboratively in partnership with Wealth Advisors and ... Senior Wealth Strategists to develop and deliver a client-centric...with the objective of generating increased asset levels from HNW investors. Supports the growth and retention of client… more
    BMO Financial Group (05/09/25)
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