• Associate Wealth Tax

    Robert Half Finance & Accounting (Menlo Park, CA)
    wealth management firm boasting approximately $5 billion in assets under management, as an Associate Tax Wealth Advisor based in Menlo Park. This ... making a meaningful impact on clients' financial success. Some Responsibilities of an Associate Tax Wealth Advisor include: + Prepare meeting materials… more
    Robert Half Finance & Accounting (05/13/24)
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  • Tax Advisor - High Net Worth…

    Robert Half Finance & Accounting (Menlo Park, CA)
    …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...+ Perform general research in areas of investments, income tax planning, estate planning, impact of recent regulations, and… more
    Robert Half Finance & Accounting (04/09/24)
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  • Market Client Relationship Manager

    Bank of America (San Jose, CA)
    Market Client Relationship Manager San Jose, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management ... products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of...of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model… more
    Bank of America (04/12/24)
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