- Robert Half Finance & Accounting (San Francisco, CA)
- …Investment Advisor overseeing approximately $10 billion in assets, is seeking a dynamic Associate Advisor to join their team in the vibrant landscape of San ... to contribute to something exceptional. Key Responsibilities of an Associate Advisor : + Act as the primary...periodic spreadsheet analyses for complex financial matters, such as tax loss harvesting, stock options, and strategies pertaining to… 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