- Fidelity TalentSource LLC (Burlingame, CA)
- …providing investment solutions and growing relationships with a dedicated local advisor . The Expertise We re Looking ForEffectively utilizing Fidelity s guidance ... OR ability to acquire quickly upon hireDegree and/or other professional certifications such as a CFP are helpful; if you don t already have a CFP or degree,… more
- Fidelity TalentSource LLC (Newport Beach, CA)
- …experience, we recommend five yearsDegree and/or other professional certifications such as CFP are helpful The Purpose of Your RoleYou are providing the highest ... a key player on the Wealth Management team as you directly support the Advisor s efforts to increase and develop their business. The Skills You BringExtraordinary… more
- Robert Half Finance & Accounting (CA)
- …it their mission to provide a unique and outstanding experience for their clients. Associate Advisor East Bay Hybrid; with tons of flexibility $Base + Bonus ... is a plus + Holding Series 7, 65, and/or CFP (R), ChFC(R) or similar certification is a plus +...Why work here: + Gain industry experience as an Associate Advisor + Opportunity to complete licensing… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …Our client is an advisory and wealth management firm with ~$5 billion AUM. Associate Tax Wealth Advisor Menlo Park; Hybrid Base + Bonus Responsibilities: + ... tax return preparation + Preferred qualifications include CPA, CFA, CFP , or similar designations + Ideally on the path...or similar designations + Ideally on the path to CFP certification and have experience at another RIA +… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …services preferably at another RIA + Series 65 certification required + CFP designation required + Proficient in Redtail, Morningstar, Orion, eMoney, GoToMeeting, ... and iRebal + Exceptional trustworthiness and discretion when handling sensitive information + Strong attention to detail, organizational skills, and ability to multitask + Assertive, energetic, and professional demeanor + Self-motivated with an entrepreneurial… more
- Citizens (San Francisco, CA)
- …For more than three decades Clarfeld's team of CFAs, CPAs, attorneys and CFP (R)s provide full investment and wealth management services; comprehensive income tax and ... that would allow the incumbent to be a trusted advisor , educator, communicator, writer and thought leader in the...business development opportunities strongly desired. + Delegate work to associate level ATEP planners, as well as coordinate project… more
- Zions Bancorporation (Irvine, CA)
- …clients and with each other. Our workplace culture values each associate 's unique experiences, background and perspectives and provides a collaborative environment ... We are currently in search of a dedicated Wealth Advisor to join our team of bank partners in...66 ( 65/63), life and health insurance. + A CFP (R) certification is highly preferred. + Exhibit proficiency in… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …have over $4.0 billion in assets under management. They are seeking a new Associate Wealth Advisor to join the team. Responsibilities include: + Prepare agendas, ... recent regulations, and financial markets Requirements Key Requirements include: + CPA, CFA, CFP or other designation preferred + Ideally 2+ years out of public… more
- Equitable (San Francisco, CA)
- Wealth Management Associate - CA, San Francisco (3268) ( PIN\_30591 ) **Primary Location** : UNITED STATES-CA-San Francisco **Organization** : Equitable Advisors ... pursuit of professional designations including CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)) Professional and Chartered Financial Consultant (ChFC). In partnership with… more
