- Robert Half Finance & Accounting (Menlo Park, CA)
- …investment advisory firm with offices in Seattle and Menlo Park. They serve ultra- high - net -worth families and have over $4.0 billion in assets under management. ... They are seeking a new Associate Wealth Advisor to join the team. Responsibilities include: + Prepare...complex financial analyses on a wide range of investment, tax , estate and financial planning topics + Perform general… more
- KPMG (San Francisco, CA)
- …key role in growing KPMG's private client tax practice, which focuses on ultra- high net worth individual, trust and estate clients + Review and provide ... tax , gift, estate, and trust returns for ultra- high net -worth individuals and Family Offices +...individuals and Family Offices + Serve as the trusted advisor to ultra- high net worth… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …or a similar organization, with direct involvement in planning and interactions with high - net -worth clients + MUST have a Certified Financial Planner (CFP) ... consideration for this opportunity. Our client, a nationally recognized Registered Investment Advisor , with ~10 billion in assets and is renowned for its strategic… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …or a similar organization, with direct involvement in planning and interactions with high - net -worth clients + MUST have a Certified Financial Planner (CFP) ... Description Our client, a highly reputable Registered Investment Advisor , holds roughly $10 billion in assets, and is known for its strategic acuity. Situated in the… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …at an RIA or similar organization with direct experience planning and interfacing with high net worth private clients + CFP designation required + Ability to ... spreadsheet analysis for more advanced financial topics such as tax loss harvesting, stock option and restricted wealth transfer...handle multiple high status client relationships and maintain organization across teams… more