- 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
- KPMG (Santa Clara, 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 (Los Gatos, CA)
- …other related parties to assigned accounts. Requirements * 10 + years of Private Client/ High Net Worth experience. * Series 65 license or commitment to obtain ... an exceptional company in the search for a Wealth Advisor to join their esteemed Wealth Advisory team. The...including performing general research in areas of investments, income tax planning, estate planning, and impact of recent regulations.… more
- Robert Half Finance & Accounting (Los Gatos, CA)
- …holistic financial planning with a demonstrated ability to partner with internal stakeholders to manage High Net Worth (HNW) and Ultra High Net Worth ... tasks and deadlines. * Proficient in financial planning software and tools (eMoney Advisor , MoneyGuidePro, etc). * High level of integrity both personally and… more