• Client Service (Trader) | RIA Firm

    Robert Half Finance & Accounting (San Ramon, CA)
    …Jennifer Fukumae with Robert Half's Financial Services division is working with a well-established Registered Investment Advisor ( RIA ) firm in San Ramon, ... management and CRM systems (Tamarac) + Support Advisors with investment analysis, client meeting preparation, and advisor ...individual Advisor + Exposure to a collaborative RIA environment with strong mentorship + Stable, growing more
    Robert Half Finance & Accounting (12/25/25)
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