- Robert Half Finance & Accounting (Mountain View, CA)
- Description Jennifer Fukumae with Robert Half Finance and Accounting is seeking a Financial Planner to join a team-based wealth advisory environment. The firm ... manages a high-net-worth client base, providing comprehensive financial planning and investment management services. With a one-team approach, all planners work… more
- JPMorgan Chase (Palo Alto, CA)
- …5 plus years of practice as a trusts & estates lawyer, tax advisor, or financial planner + Self-starter with natural curiosity for individual planning and people ... group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals...of estates and trusts is also useful but not required . Knowledge of issues relating to securities-based compensation (restricted… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …or related field; advanced degree or designation ( CFP (R), CFA, CPA, JD, etc.) required . + 5-10+ years of experience in financial services, with at least 5 ... JC del Rosario - I'd love to connect! Lead Planner About the Role We're seeking an experienced Lead...to manage and deepen client relationships while providing holistic financial planning and wealth management solutions. This role combines… more
- Bank of America (San Jose, CA)
- …Financial Advisor(s) and Advisor Team(s) they support + SAFE ACT Registration; ADV-2B Required + CFP (R) or CPWA(R) designation and/or maintain at least one ... Wealth Planner (FP) San Jose, California **To proceed with...other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients… more
- TIAA (Palo Alto, CA)
- …Life and Health Insurance License (Resident State) - Multiple Issuers required + Certified Financial Planner ( CFP ) - Certified Financial Planner ... base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve.… more
- Magellan Health Services (Mountain View, CA)
- …have one of the following certifications: Accredited Financial Counselor (AFC), Certified Financial Planner ( CFP ), or Chartered Financial Consultant ... License and Certifications - Required AFC - Accredited Financial Counselor - EnterpriseEnterprise, CFP - Certified Financial Planner -… more
- Bank of America (San Jose, CA)
- …met or exceeded. + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor ... Financial Solutions Advisor- Evergreen Village Financial ...Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to… more
- Bank of America (Palo Alto, CA)
- …new client development. + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning ... complete the training and development needed to continue a successful career as a Financial Advisor Required Skills: + FINRA Series 7 & 66 (63 & 65 accepted, in… more
- Principal Financial Group (San Jose, CA)
- …relations. + Chartered Life Underwriter/Chartered Financial Consultant (CLU/ChFC), Certified Financial Planner ( CFP ) or Chartered Leadership Fellow (CLF) ... **What You'll Do** This role leads and consults with financial professionals to help them build their skills and...designations desired. + Some travel required , including overnight stays (up to 15%). **Licenses and/or… more
- Columbia Bank (San Jose, CA)
- …AIF, required . + 5+ years of experience as an investment executive, financial advisor, certified financial planner , investment advisor Representative, or ... and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best...Bank policies and procedures, compliance regulations, and completes all required annual or job-specific training. + May be asked… more
- Deloitte (San Jose, CA)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as master's ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- Deloitte (San Jose, CA)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as master's ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- Deloitte (San Jose, CA)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Bachelor's degree in accounting, finance, or ... clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving… more
- Deloitte (San Jose, CA)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as MST, JD, ... clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving… more
- Deloitte (San Jose, CA)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as Masters ... the next level. (1) Learn more about Deloitte Business Tax Services. Qualifications Required : + Ability to perform job responsibilities within a hybrid work model… more
- Deloitte (San Jose, CA)
- …attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to travel up to 25%, on ... to the next level. Learn more about Deloitte Business Tax Services. Qualifications Required + Language fluency in Japanese and English (both written and verbal) +… more
- Deloitte (San Jose, CA)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of ... the next level. Learn more about Deloitte Business Tax Services . Qualifications Required + Ability to perform job responsibilities within a hybrid work model that… more
- Deloitte (San Jose, CA)
- …+ Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as Masters of ... including tax credits, government incentives, and tax management consulting. Qualifications Required + Ability to perform job responsibilities within a hybrid work… more