Associate advisor - tax - wealth management
OaklandRobert Half
...Park (hybrid schedule)Associate Wealth Advisor (Tax)Up to 140K + Bonus Our client is an RIA with over $4.0 billion in assets under management across 150+ families. They are looking for an Associate Wealth Advisor who specializes in Tax to join their team. Responsibilities includePrepare agendas, reports [...]
Contract Type: Permanent
Category Banking, Insurance, Finance & Accountancy