Robert Half - United States, Walnut Creek

Launch your career in a high-visibility, entry-level Tax Associate role at a growing wealth management firm. Support high-net-worth clients and senior professionals in the new Tax and Estate Planning team. Requires a bachelor's degree and 2+ years of HNWI taxation experience. Enjoy competitive pa...

Join a premier fee-based wealth management firm in Walnut Creek as a Financial Planner. Utilize your 3+ years of experience and CFP knowledge to build holistic plans for a diverse clientele. You'll analyze data, support advisors, and specialize in estate, tax, and retirement planning. Enjoy excel...

Join a collaborative wealth management firm in Walnut Creek as a Senior Client Services Associate. You will partner with advisors to deliver white-glove service to high-net-worth clients, handling accounts, meetings, and strategy. The role requires 3-5 years of industry experience, strong regulat...

Join our team in Walnut Creek, CA, as a detail-oriented Accountant. You will manage general ledger, reconciliations, and financial reporting using strong Excel skills. This role offers medical benefits and a 401(k) plan for a professional with 2+ years of experience.