- 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
- Robert Half Finance & Accounting (Berkeley, CA)
- …foster client relationships, while collaborating with internal teams to manage High Net Worth (HNW) clients. Experience in tax or insurance planning is ... a client with an exciting opportunity for a Lead Advisor in the East Bay, Bay Area, California. The...The role involves providing comprehensive financial planning services, managing High Net Worth and Ultra High… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …in an RIA or similar organization, directly planning and interfacing with high - net -worth private clients. + Certified Financial Planner (CFP) designation is ... interested, please contact Yuzo Shimura on LinkedIn at Robert Half Title: Associate Advisor Location: San Francisco (Hybrid - Tuesday to Thursday) Salary: Up to 149k… 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) ... fastest consideration for this opportunity. Our client, a prestigious Registered Investment Advisor managing around $10 billion in assets, is seeking a dynamic… 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)
- …equity firm is building out their Partner Services function and hiring a Senior Tax Advisor to the team. The ideal candidate will have excellent organizational, ... team has an excellent culture and tenure. Primary Responsibilities: Tax Planning + Working with advisors on strategies to...returns; ideal candidates will have some experience working with ultra- high net worth clients and will have… more
- CIBC (San Francisco, CA)
- …**How you'll succeed** + Provide trust administration for an assigned group of high net worth accounts, including preparation of discretionary distribution memos ... **What you'll be doing** Reporting to the Senior Trust Advisor , the Trust Administrator ("Administrator") will be a centralized...systems and MS Office. + Experience working directly with high net worth clients. + Able to… more
- City National Bank (San Francisco, CA)
- …position is responsible for further expanding City National Rochdale's relationships with its high and ultra- high net -worth (UHNW**) clients. Helps to ... Partner with Strategy team to create understandable, customized and high quality models to help clients make informed decisions...services to clients. + Keep abreast of legislative and tax changes. + Cultivate and maintain relationships with COI's… more