- Robert Half Finance & Accounting (Mountain View, CA)
- Description Financial Planner - Financial Advisory | San Francisco Bay Area A values-driven wealth advisory firm is seeking an experienced Financial ... planning in a collaborative, service-oriented environment. About the Role: As a Financial Planner , you'll manage and retain client relationships, develop… more
- Robert Half Finance & Accounting (Danville, CA)
- …Michelle Espejo with Robert Half Financial Services is recruiting for an Financial Planner at a Thriving Wealth Management. This is a full-time permanent ... As an Associate Advisor, you'll take ownership of client relationships, drive financial planning initiatives, delegate to junior advisors, and ensure everything runs… more
- JPMorgan Chase (Palo Alto, CA)
- …5 plus years of practice as a trusts & estates lawyer, tax advisor, or financial planner + Self-starter with natural curiosity for individual planning and people ... group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals...will also be a plus. As a Vice-President, Wealth Planner within JP Morgan Wealth Management, you will need… more
- Magellan Health Services (Mountain View, CA)
- …of Interest (OCI) process. Must have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or ... AFC - Accredited Financial Counselor - EnterpriseEnterprise, CFP - Certified Financial Planner - EnterpriseEnterprise, ChFC - Chartered Financial … more
- Bank of America (Union City, CA)
- …met or exceeded. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). ... Financial Solutions Advisor- Alvarado Financial Center Union City, California **To proceed with your application, you must be at least 18 years of age.**… more
- Bank of America (Brentwood, CA)
- …met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC). ... Financial Solutions Advisor - Brentwood/Concord Region Brentwood, California;Concord, California; Antioch, California **To proceed with your application, you must be… more
- Edward Jones (Oakland, CA)
- …preferred + Preferred additional professional designations such as CFP(R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or Chartered Retirement Planning ... something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building… more
- Bank of America (San Jose, CA)
- …client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York;… more
- TIAA (Walnut Creek, CA)
- …+ Life and Health Insurance License (Resident State) - Multiple Issuers required + Certified Financial Planner (CFP) - Certified Financial Planner Board ... base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve.… more
- Columbia Bank (San Jose, CA)
- …or AIF, required. + 5+ years of experience as an investment executive, financial advisor, certified financial planner , investment advisor Representative, or ... and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best...the Role:** A Senior Wealth Advisor is an experienced financial professional who can work within a team structure… more
- Charles Schwab (Pleasanton, CA)
- …is required (may be obtained within a 120 day condition of employment) + Certified Financial Planner (CFP) certification is preferred + Minimum of two years of ... The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides...first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant… more
- Deloitte (San Jose, CA)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as master's in ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- Deloitte (San Jose, CA)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as master's in ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- Deloitte (San Jose, CA)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + Advanced degree such as Masters of Tax, ... tax services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from every sector of… more
- Deloitte (San Jose, CA)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Bachelor's degree in accounting, finance, or other ... clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving… more
- Deloitte (San Jose, CA)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as MST, JD, or ... clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving… more
- Deloitte (San Jose, CA)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Previous Big 4 experience or large CPA ... tax services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from every sector of… more
- Deloitte (San Jose, CA)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, ... JD, and/or LLM + Previous Big 4 or large CPA firm experience The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training;… more
- Deloitte (San Jose, CA)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, ... JD, and/or LLM + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring new technology solutions + Experience with accounting for income taxes in accordance to ASC740 + Previous Big 4 or large CPA firm… more
- Deloitte (San Jose, CA)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + Advanced degree such as Masters of Tax, ... JD, and/or LLM + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring new technology solutions + Experience with accounting for income taxes in accordance to ASC740 + Previous Big 4 or large CPA firm… more