OaklandRecruiter Since 2001
the smart solution for Oakland jobs

Paraplanner

Company: Robert Half Finance & Accounting
Location: Oakland
Posted on: February 16, 2020

Job Description:

DescriptionIf interested, please email your resume to Charlotte Kallerman, Recruiting Manager Permanent Services - charlotte.kallerman@roberthalffs.com or call at (415) 434-1900.A privately-held, registered investment advisory firm located in Oakland, California is looking for a Paraplanner to join their team! The advisory has approximately $500 Million under management.In addition to providing Investment Management services, they also offer comprehensive Financial Planning and Career/Life Coaching.RequirementsKeys:

  • Flexible on the experience side. We would consider someone with little experience and someone with up to a few years.
  • Degree in related field and/or in pursuit of their CFP classes (preferred).
  • Experience with Charles Schwab clearing preferred
  • Bright, Humble, Hard Working and Passionate about Clients and Wealth Management.Compensation and Benefits highlights:
  • Base salary and subject to annual reviews/increases
  • For 401k, 3% safe harbor, currently 7% profit sharing (subject to change, but no plans to), 1 year waiting period for Bells contribution, 6-year vesting schedule on the profit sharing part only. Employee can contribute independently to their 401k after 3 months of employment.
  • Bart Pass or Parking is covered by the firm!
  • We do give out bonuses when we can and the EE deserves it. No formal plan to share.
  • 4-weeks PTO that starts to accumulate from date of hire.
  • Strong health benefits as well.For details on salary, benefits and more detail, please email your updated resume to charlotte.kallerman@robertshalffs.com or call (415) 434-1900.Robert Half Finance & Accounting, the world's leader in specialized financial staffing, provides exciting full-time opportunities in the areas of accounting, bookkeeping, finance, audit, taxation and more. We pioneered the professional staffing industry, and we've been successfully matching professionals with employers since 1948. Our proven proprietary processes, along with our relationships in 325 locations worldwide, allow us to provide you unparalleled access to exciting career opportunities. But don't take our word for it. Our company has appeared on Fortune magazines list of World's Most Admired Companies since 1998, and 9 out of 10 of our customers would recommend our service to a colleague.Apply for this job now or contact our nearest office at 844.539.2523 for additional information.All applicants applying for U.S. job openings must be authorized to work in the United States. Robert Half will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance. 2019 Robert Half Finance & Accounting. An Equal Opportunity Employer M/F/Disability/VeteransBy clicking 'Apply Now' you are agreeing to Robert Half Terms of Use.Salary: DOELocation: Oakland, CADate Posted: February 10, 2020Employment Type: Full-timeJob Reference: 00412-9502453635Staffing Area: Full-Time Accounting u0026 Finance

Keywords: Robert Half Finance & Accounting, Oakland , Paraplanner, Accounting, Auditing , Oakland, California

Click here to apply!

Didn't find what you're looking for? Search again!

I'm looking for
in category
within


Other Accounting, Auditing Jobs


Senior Accountant
Description: The Kapor Center is a family of innovative and groundbreaking organizations that pursue innovative strategies to leverage capital and technology for positive, progressive impact.The Kapor Center encompasses (more...)
Company: Kapor Center
Location: Oakland
Posted on: 02/28/2020

Accountant
Description: Posted Date: Feb 20, 2020 br br TEXT TO APPLY: You can now complete your entire job application for this job via SMS text messaging br Simply text JOB to 75000 search for the requisition ID number (more...)
Company: Bon Appetit
Location: Sunnyvale
Posted on: 02/28/2020

Credentialed Tax Professional - CPA, Enrolled Agent or Attorney - Remote
Description: OverviewIf you are a highly motivated individual with an active credential CPA/EA/Practicing Attorney and excellent communication skills, we need you to help our customers complete their taxes using (more...)
Company: Intuit
Location: Sunnyvale
Posted on: 02/28/2020


Senior Accountant
Description: The Kapor Center is a family of innovative and groundbreaking organizations that pursue innovative strategies to leverage capital and technology for positive, progressive impact. br br The Kapor Center (more...)
Company: Kapor Center
Location: Oakland
Posted on: 02/28/2020

Sr. Manager, Revenue Accounting
Description: It's fun to work in a company where people truly BELIEVE in what they're doing We're committed to bringing passion and customer focus to the business.Company OverviewAt Proofpoint, we have a passion for (more...)
Company: Proofpoint
Location: Sunnyvale
Posted on: 02/28/2020

General Accountant - The Ritz-Carlton, San Francisco - (20024125)
Description: General Accountant At more than 80 award-winning properties worldwide, The Ritz-Carlton Ladies and Gentlemen create experiences so exceptional that long after a guest stays with us, the experience stays (more...)
Company: Marriott International, Inc.
Location: Oakland
Posted on: 02/28/2020

Junior Accountant
Description: Are you a well-organized, detail-obsessive person looking to join a growing team Do you have a desire to learn, solve problems and juggle a wide variety of responsibilities Do you have a passion for (more...)
Company: Real-Time Innovations
Location: Sunnyvale
Posted on: 02/28/2020

Intern - Accounting / Finance
Description: Description br br BioMarin is the world leader in delivering therapeutics that provide meaningful advances to patients who live with serious and life-threatening rare genetic diseases. We target diseases (more...)
Company: Biomarin
Location: San Rafael
Posted on: 02/28/2020

Accounts Payable
Description: DescriptionIf you want to join the ranks of a successful company, and are a detail-oriented individual, consider this Accounts Payable Clerk position. You will thrive in this position if you're looking (more...)
Company: Robert Half Accountemps
Location: Stockton
Posted on: 02/28/2020

Accounting Department Intern
Description: This is a great position for an individual looking to start their career in Accounting You will provide support with collections, data entry, filing and general accounting duties. br br About the (more...)
Company: drchrono
Location: Sunnyvale
Posted on: 02/28/2020

Log In or Create An Account

Get the latest California jobs by following @recnetCA on Twitter!

Oakland RSS job feeds