- Robert Half Finance & Accounting (San Rafael, CA)
- …continuing education and mentorship. Requirements + 2-4+ years of relevant experience in wealth management . + CFP certification or demonstrated progress ... over 300 employees operating from multiple offices. As the Senior Advisor Associate , you will provide support for Lead and Service Advisors, including financial… more
- Equitable (Los Angeles, CA)
- Wealth Management Associate - CA, Los Angeles (5100) ( 2400006B ) **Primary Location** : UNITED STATES-CA-Los Angeles **Organization** : Equitable Advisors ... **Description** **Equitable Advisors** is a respected wealth management firm with a proven track record in the industry. We are driven by our mission to help our… more
- Zions Bancorporation (Irvine, CA)
- …for "Overall Client Satisfaction" in Small Business & Middle Market Excellence Awards. Wealth Management is a specialized division within the bank that offers ... and with each other. Our workplace culture values each associate 's unique experiences, background and perspectives and provides a...risk management . The primary goal of a wealth management group is to help clients… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …offices across the United States. With more than $8 billion in assets under management , their mission is to help their clients, colleagues, and global community to ... such as tax loss harvesting, stock option and restricted wealth transfer strategies Requirements Key Requirements: . 4+ years...and interfacing with high net worth private clients . CFP designation required . Ability to handle multiple high… more
- Citizens (San Francisco, CA)
- …of CFAs, CPAs, attorneys and CFP (R)s provide full investment and wealth management services; comprehensive income tax and estate tax planning, structuring, ... Description Clarfeld|Citizens Private Wealth is continuing it's growth initiative. We are...business development opportunities strongly desired. + Delegate work to associate level ATEP planners, as well as coordinate project… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …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