Senior Financial Planner - Wealth Strategy Lead (Hybrid)
EP Wealth Advisors, Inc
EP Wealth Advisors (EPWA) seeks a Senior Financial Planner to create and analyze tailored financial plans, manage client relationships, and oversee planning processes for high-net-worth clients across the region. You will mentor planning associates, collaborate with cross-functional teams, and contribute to service offerings while staying current on industry trends. This hybrid role is based in Seattle, WA; Vancouver, WA; or Redwood Shores, CA. #J-18808-Ljbffr EP Wealth Advisors, Inc
$90k - $120k
EP Wealth Advisors (EPWA) is a wealth management... ...professional careers.The Senior Financial Planner works closely with... ...Financial Plan Creation: Lead the creation of... ...planning, investment strategies, and more.Plan Review... ...: #f5f5f5;}This is a hybrid opportunity located in...SeniorTemporary workWork at officeLocal area- ...net-worth client relationships and serve as a trusted financial advisor. This role requires a broad understanding of financial strategies and the ability to identify client needs to develop tailored solutions for wealth management. The ideal candidate will have over 15...Senior
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...Senior Wealth Advisor Menlo Park; San Francisco; Walnut Creek For... ...amplify and simplify their financial lives by integrating financial... ...: Certified Financial Planner (CFP) designation required.... ...Friday. Working Conditions: Hybrid schedule with a combination...SeniorTemporary workWork at officeRemote workMonday to FridayFlexible hours- Naifahouston in Redwood City seeks an Associate Wealth Advisor who will be the relationship-... ...client communication and trust while leading component financial analyses that feed recommendations.... ...tailored, data-driven financial strategies for clients. #J-18808-Ljbffr...
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...decades. The largest transfer of wealth in human history. If you’re... ...this historic cultural and financial shift, keep reading.About the... ...are the rewards.The Finance & Strategy team partners closely with... ...functions!As a Finance & Strategy Senior Analyst, this role supports...SeniorWork at officeFlexible hoursShift work3 days per week- ...and exceeded? We're looking for a Senior Wealth Strategy Associate to: • perform all tasks related... ...2-3+ years of experience in the financial services industry and a leader amongst... ...environment About us UBS is a leading and truly global wealth manager and the...SeniorFlexible hours
$244k - $305k
...oriented leader for the role of Senior Director, Global CMC Lead. The Senior Director,... ...executing integrated CMC strategies across development-stage and... ...readiness. #LI-Hybrid #LI-CT1The base pay salary... ...ask candidates to provide financial information, purchase equipment...SeniorFull timeLocal area$244k - $305k
...pathway.The Opportunity:The Senior Director, Molecule Global Regulatory Lead will develop and execute global regulatory strategy for assigned molecule(s)... ...multiple regions.#LI-Hybrid #LI-SH1The base pay salary... ...ask candidates to provide financial information, purchase equipment...SeniorFull timeLocal area$150k - $200k
...Overview Focus Partners Wealth is seeking a Wealth... ...the first call for any financial guidance and service that... ...in the Asian community. Hybrid Work Model Focus provides... ...advisor or the lead advisor on client engagements... ...financial decisions and strategies for clients by...Work at officeRemote work2 days per week$110k - $125k
...is seeking an Associate Wealth Advisor to join our... ...active participation in the financial planning process.... ...creating and implementing strategies in retirement, risk management... ...flexibility to work a hybrid schedule. Our hybrid... ...to independently lead client communications and...Work at officeRemote work2 days per week- Equinix is seeking a GTM Strategy & Execution Senior Manager to own the annual and multi-year go-to-market planning cycle and translate that strategy into actionable programs across Sales, Marketing, Customer Success, and Channel. You will partner with Finance, GTM Operations...Senior
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- ...Recruiter / Talent Acquisition Junior / Senior / Lead Menlo Park, California, United... ...recruiting International/remote hiring strategies Familiarity with modern Talent and... ..., including performance-based bonuses, hybrid recruiter/PeopleOps roles, and internal...SeniorRemote work
- ...Redwood City, CA seeks a Sr. Scientist to lead analytical method transfer and validation... ...in a GMP facility, with future moves or hybrid work between Redwood City and Hayward. The... ...method lifecycle, method validation strategies, and oversee analytical instrumentation....Senior
$170k - $210k
...amplify and simplify their financial lives by integrating... ...and challenges. Regis Wealth Advisors work hand-in-hand... ...Job Summary: The Senior Wealth Advisor focuses... ...Certified Financial Planner (CFP) designation required... ...Working Conditions: Hybrid schedule with a combination...SeniorTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- SB Energy in the San Francisco Bay Area, San Diego, or Denver hybrid seeks an FP&A Senior Analyst/Associate with 6+ years in financial modeling, budgeting, and forecasting to join the Finance team. The role owns and coordinates budgeting processes, supports project-level...Senior
$110k - $130k
...Role: Senior Financial Analyst Location: Menlo Park, CA Compensation Range: $110,000 - $130,00... ...management leaders to drive financial strategy and execution. Your keen analysis will... ...and supply chain accounting is a plus. Hybrid work model: 3-4 days in the office, 1-2...SeniorWork at officeLocal areaRemote work- The Silicon Valley office of a tremendous national law firm is seeking a senior associate with at least five years of strategic M&A experience to support the office’s growth. The role involves drafting and negotiating acquisition agreements, overseeing due diligence, and...SeniorWork at office
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...Associate Wealth Advisor Company: Griffin Black, LLC Posted: 1... ...delivering bespoke, data-driven financial strategies built around the whole... ..., while also performing and leading component financial analyses... ...65 and Certified Financial Planner (CFP) designations. Two or more...Full time- ...management and experience in quality engineering, especially in high-growth environments. Candidates should have a Bachelor’s in Engineering and a minimum of 5 years experience. This position is remote/hybrid, offering competitive pay and pre-IPO stock options. #J-18808-LjbffrSeniorRemote work
- Retell AI is hiring a Senior Agent Product Manager to lead AI-powered voice agent deployments for enterprise customers in Redwood City. You will guide... ...delivery while aligning business outcomes with product strategy and customer success. You will partner with executives and...Senior
$150k - $225k
...Senior Financial Advisor Summitry is a Bay Area-based wealth management firm with over $4B in assets under... ...and investment strategies rooted in deep local insight... ...Work environment: Hybrid (50%/month) Job Summary... ...investment guidance. SFAs lead client meetings,...SeniorFull timeWork at officeLocal areaImmediate startFlexible hours
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