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18 results for Credit Risk Analyst in Fairfield, CA

Sr. Credit Policy Analyst
  • Vacaville, CA
  • onsite
  • Permanent / Full Time
  • 105000 - 130000 USD / Yearly
  • <p>We are looking for an experienced Sr. Credit Policy Analyst to support credit strategy and policy governance in Solano County, California. This role focuses on shaping lending guidelines through data-driven analysis, regulatory awareness, and a strong understanding of portfolio risk. The ideal candidate brings sound judgment, strong quantitative skills, and the ability to partner across business functions to improve credit performance and policy effectiveness.</p><p><br></p><p>Responsibilities:</p><p>• Develop, refine, and maintain credit policies that support responsible lending decisions, regulatory adherence, and sustainable portfolio performance.</p><p>• Evaluate current and proposed policy changes by analyzing their effect on credit risk, loss exposure, and overall business results.</p><p>• Review lending practices to confirm alignment with internal standards as well as applicable external compliance requirements.</p><p>• Measure the performance of credit policies using portfolio trends, key metrics, and analytical findings, then recommend practical improvements.</p><p>• Research economic conditions, industry developments, and competitor activity to identify factors that may influence credit strategy.</p><p>• Partner with stakeholders across finance, risk, and operations to roll out policy updates and promote consistent execution.</p><p>• Build and interpret credit risk models, portfolio analysis, and reporting that support policy recommendations and decision-making.</p><p>• Prepare clear presentations and visual reports for leadership to explain policy rationale, risk insights, and performance outcomes.</p>
  • 2026-07-17T00:00:00Z
Financial Analyst
  • Sacramento, CA
  • onsite
  • Permanent / Full Time
  • 35 - 50 USD / Hourly
  • <p>Financial analysts help organizations make sound business decisions by evaluating financial data, forecasting trends and providing actionable insights. These professionals play a key role in budgeting, reporting and strategic planning across departments. The Robert Half consulting division is seeking an experienced Financial Analyst in the Sacramento Area.</p><p><br></p><ul><li>Analyzing financial data to identify trends, variances and performance drivers</li><li>Preparing reports, dashboards and presentations for leadership and stakeholders</li><li>Supporting budgeting, forecasting and long-range planning processes</li><li>Conducting profitability, cost and investment analysis to guide decision-making</li><li>Collaborating with cross-functional teams to align financial goals and strategies</li><li>Monitoring key performance indicators (KPIs) and financial metrics</li><li>Building and maintaining financial models to support business initiatives</li><li>Assisting with scenario planning and risk analysis</li><li>Staying current on industry trends, economic developments and financial best practices</li></ul>
  • 2026-07-22T00:00:00Z
Financial Analyst
  • Sacramento, CA
  • onsite
  • Permanent / Full Time
  • 90000 - 120000 USD / Yearly
  • <p>Lisa Cole with Robert Half is partnering with a growing manufacturing organization that is seeking a Financial Analyst to support finance with a focus on <strong>cost accounting, inventory forecasting, and operational finance</strong>. This role partners closely with Operations and Supply Chain to improve financial performance, inventory efficiency, and working capital. </p><p>Key Responsibilities</p><ul><li>Own plant cost accounting, including standard costs, BOM/routings, labor and overhead rates, absorption, and inventory valuation</li><li>Analyze manufacturing variances (material, labor, overhead, yield, mix) and communicate drivers</li><li>Develop and maintain inventory forecasts aligned to demand, production, and MRP outputs</li><li>Analyze inventory KPIs including turns, and support reserve modeling</li><li>Support budgeting, forecasting, and long‑range planning for plant operations</li><li>Partner with Operations on OEE, throughput, labor efficiency, and continuous improvement initiatives</li><li>Support capital projects, fixed assets, and depreciation tracking</li></ul><p><br></p><p><br></p>
  • 2026-06-25T00:00:00Z
Financial Analyst
  • San Francisco, CA
  • onsite
  • Temporary / Contract
  • 45 - 55 USD / Hourly
  • <p>Senior Financial Analyst – Full-Time Engagement Professional</p><p><strong>Robert Half Professional Staffing Engagement</strong></p><p><br></p><p>Robert Half is seeking an experienced <strong>Senior Financial Analyst</strong> for a full-time engagement opportunity with one of our valued clients. This role is ideal for a seasoned finance professional with expertise in financial planning and analysis (FP&amp;A), financial modeling, budgeting, forecasting, and strategic business partnering. The ideal candidate will provide meaningful financial insights, influence key business decisions, and support executive leadership through data-driven analysis and reporting.</p><p>Responsibilities</p><ul><li>Lead the preparation of financial analyses, executive reports, and performance dashboards</li><li>Develop and maintain complex financial models to support budgeting, forecasting, long-range planning, and strategic initiatives</li><li>Analyze monthly, quarterly, and annual financial results, providing detailed variance analysis and actionable recommendations</li><li>Lead annual budgeting and rolling forecast processes in partnership with department leaders</li><li>Monitor key performance indicators (KPIs) and identify trends, risks, and opportunities to improve business performance</li><li>Partner with cross-functional teams to evaluate financial performance, support operational initiatives, and drive strategic decision-making</li><li>Perform profitability, pricing, capital investment, and cost-benefit analyses</li><li>Prepare presentations and financial summaries for senior leadership and executive management</li><li>Support mergers and acquisitions, business case development, and special finance projects as needed</li><li>Ensure the accuracy and integrity of financial reporting, models, and analytical data</li><li>Identify and implement process improvements to enhance reporting efficiency and financial planning capabilities</li></ul><p><br></p><p><br></p>
  • 2026-07-20T00:00:00Z
Financial Analyst
  • San Francisco, CA
  • onsite
  • Temporary / Contract
  • 35 - 50 USD / Hourly
  • <p>The Financial Planning &amp; Analysis (FP&amp;A) Analyst is responsible for supporting the company&#39;s budgeting, forecasting, financial modeling, and strategic planning efforts. This role partners closely with Finance leadership and business stakeholders to analyze financial performance, identify trends, and provide insights that support operational and executive decision-making.</p><p>Responsibilities</p><ul><li>Prepare annual budgets, quarterly forecasts, and long-range financial plans.</li><li>Develop and maintain financial models to support business planning and scenario analysis.</li><li>Analyze monthly financial results and explain budget-to-actual variances.</li><li>Prepare executive reporting packages, dashboards, and KPI reporting.</li><li>Partner with department leaders to develop budgets and monitor spending.</li><li>Support month-end reporting, board presentations, and ad hoc financial analysis.</li><li>Identify opportunities to improve financial reporting processes and forecasting accuracy.</li></ul>
  • 2026-07-20T00:00:00Z
Accounts Receivable Analyst
  • Concord, CA
  • onsite
  • Temporary to Hire
  • 27 - 33 USD / Hourly
  • <p>We are looking for an Accounts Receivable Analyst to join a service-focused organization in Concord, California on a contract basis with the potential for a permanent position. In this role, you will oversee a large portfolio of enterprise customer accounts, combining analytical problem-solving with proactive collections support to improve payment performance and customer satisfaction. This opportunity is well suited for someone who can organize high-volume account activity, investigate billing and payment issues, and collaborate across teams to resolve obstacles efficiently.</p><p><br></p><p>Responsibilities:</p><p><br></p><p>• Oversee a high-volume portfolio of enterprise receivable accounts, tracking account status, prioritizing follow-up, and driving timely payment activity across a complex customer base.</p><p>• Investigate delinquent balances by researching billing details, purchase order issues, payment history, and account structure to determine the source of delays.</p><p>• Reconcile multifaceted customer accounts that may include numerous locations, services, and active account lines under a single client relationship.</p><p>• Partner with sales, customer care, branch teams, and customers to address disputes, remove barriers to payment, and improve the overall collections process.</p><p>• Carry out commercial collections activities, including outreach on past-due invoices, resolution of unpaid balances, and arrangement of practical payment solutions when appropriate.</p><p>• Respond to billing-related questions, refund requests, account adjustments, and dispute inquiries with a strong customer service mindset and attention to accuracy.</p><p>• Prepare customer-specific billing support and accommodate specialized invoicing needs to align with client requirements.</p><p>• Maintain complete and accurate account documentation in internal records to support collection efforts, account research, and follow-up actions.</p><p>• Help customers navigate payment access options, including portal support and alternative payment methods, to encourage faster resolution of outstanding balances.</p><p>• Contribute to projects and process-related assignments as needed, while helping organize and streamline large account groupings into a more manageable structure.</p><p><br></p><p>Please reach out to John Miller for immediate consideration. </p>
  • 2026-07-21T00:00:00Z
Accounting Analyst
  • Berkeley, CA
  • onsite
  • Temporary / Contract
  • 32 - 40 USD / Hourly
  • <p>We are seeking a detail-oriented Accounting Analyst for a 4 to 6 month contract engagement. This role is ideal for a professional with a solid accounting foundation and the ability to support light financial analysis, reporting, and trend review. The Accounting Analyst will assist with day-to-day accounting operations while helping identify patterns, variances, and opportunities for improved reporting accuracy and business insight.</p><p><br></p><p>Key Responsibilities</p><ul><li>Support monthly, quarterly, and year-end close activities</li><li>Prepare and maintain journal entries, account reconciliations, and supporting schedules</li><li>Assist with general ledger analysis and account variance review</li><li>Review financial data for accuracy, completeness, and consistency</li><li>Help track and analyze basic financial trends, spending patterns, and operational results</li><li>Prepare recurring and ad hoc reports for finance and business leaders</li><li>Assist with budget-to-actual reporting and fluctuation analysis</li><li>Support accounts payable, accounts receivable, and accrual-related activities as needed</li><li>Identify discrepancies and work with internal stakeholders to resolve issues promptly</li><li>Maintain organized documentation and ensure compliance with internal controls and accounting policies</li><li>Contribute to process improvement efforts related to reporting and analysis</li></ul><p><br></p>
  • 2026-07-14T00:00:00Z
Sr. Financial Analyst
  • San Francisco, CA
  • remote
  • Temporary / Contract
  • 71.25 - 82.5 USD / Hourly
  • We are looking for a Sr. Financial Analyst to join a FinTech organization in South San Francisco, California, supporting strategic real estate finance initiatives across a global portfolio. This Long-term Contract position is ideal for a finance specialist who can translate complex transaction and portfolio data into clear recommendations that guide planning, budgeting, and deal decisions. The role partners closely with cross-functional stakeholders to evaluate lease scenarios, project long-range financial outcomes, and strengthen reporting through advanced modeling and analytical tools.<br><br>Responsibilities:<br>• Build and maintain detailed financial models that assess real estate transactions, compare site options, and support investment and leasing decisions.<br>• Contribute to annual planning and recurring forecast cycles by incorporating operating expenses, capital expenditures, portfolio changes, and business assumptions into forward-looking analyses.<br>• Analyze negotiated deal terms and prepare final financial summaries to support approvals, budgeting, and leadership review.<br>• Create reporting packages that highlight portfolio performance, cost trends, and key real estate metrics for internal stakeholders and partner teams.<br>• Prepare executive-ready presentations that turn financial findings into clear narratives, visuals, and decision-support materials.<br>• Partner with Finance, Accounting, Treasury, and related teams to align real estate analysis with broader company financial objectives and reporting needs.<br>• Design and improve standardized modeling templates to increase consistency, scalability, and efficiency across transaction evaluations and portfolio reviews.<br>• Drive the use of AI-enabled and automated tools to enhance financial modeling, scenario analysis, and ongoing reporting processes for the real estate function.
  • 2026-07-08T00:00:00Z
Sr. Financial Analyst
  • Petaluma, CA
  • onsite
  • Permanent / Full Time
  • 100000 - 130000 USD / Yearly
  • <p>We are looking for an experienced Sr. Financial Analyst to support financial planning, performance reporting, and strategic decision-making in Petaluma, California. This role focuses on turning complex financial data into clear insights, building robust models, and helping business leaders understand trends, risks, and opportunities. The ideal candidate brings strong analytical judgment, attention to detail, and the ability to deliver meaningful analysis in a fast-paced environment. <strong>For immediate consideration, please contact Leon Chang directly via Linked-In.</strong></p><p><br></p><p>Responsibilities:</p><ul><li>Lead budgeting, forecasting, and financial modeling; validate assumptions and consolidate data</li><li>Analyze variances, KPIs, and trends (MoM/YTD); provide clear insights</li><li>Partner with cross-functional teams to support data accuracy and business performance</li><li>Serve as key finance contact for operations and support FP&amp;A reporting and planning</li><li>Improve financial models, processes, and reporting efficiency</li><li>Deliver data-driven insights and support initiatives (e.g., systems, M&amp;A, IPO readiness)</li><li>Align financial plans with strategy and promote collaboration within finance</li></ul>
  • 2026-07-24T00:00:00Z
Junior Financial Analyst
  • Livermore, CA
  • onsite
  • Temporary / Contract
  • 35 - 40 USD / Hourly
  • Our client is seeking a detail-oriented and analytical entry level Financial Analyst to join their team. This role supports financial analysis, pricing, and management reporting while also contributing to core accounting activities such as month-end close and account reconciliations. The entry level Financial Analyst will work closely with operations, supply chain, and commercial teams to deliver accurate reporting, improve margin visibility, and support data-driven business decisions. <br> Key Responsibilities Financial and Cost Analysis Assist with financial and cost analysis, including product costing, margin analysis, and variance reporting Support margin analysis across products and customers to help commercial and operations teams make informed decisions Identify key cost drivers and variances and highlight opportunities for cost optimization Pricing and Margin Support Support pricing analysis for new and existing products, including customer-specific pricing and margin review Analyze gross margin by product, customer, and channel and provide insights to support pricing strategies Assist with scenario modeling related to cost changes, volume assumptions, and pricing decisions Financial Reporting and Month-End Close Prepare recurring management and operational reports, including financial summaries, margin analysis, and key performance indicators Support month-end close activities, including balance sheet and profit and loss account reconciliations and accrual entries Research and help resolve variances between subledgers and the general ledger Assist with budgeting, forecasting, and financial planning processes Data Integrity and Process Improvement Ensure the accuracy, completeness, and consistency of financial and operational data used in analysis Support improvements to financial reporting templates, reconciliation processes, and analytical workflows Assist with ERP and EPM data extraction, reporting, and reconciliation activities Document processes and support internal and external audit requests as needed <br> If you are interested in this opportunity, please feel free to apply to this job or contact Dennis Brinkmann at 925-271-4809
  • 2026-07-16T00:00:00Z
Junior Financial Analyst
  • Concord, CA
  • onsite
  • Temporary / Contract
  • 25 - 30 USD / Hourly
  • <p>Our client is seeking a motivated Entry-Level Financial Analyst to join their growing finance team. This is an excellent opportunity for a recent college graduate or an early-career professional looking to launch a career in corporate finance. The ideal candidate is analytical, detail-oriented, and eager to learn financial planning, reporting, and business analysis in a collaborative environment.</p><p><br></p><p>Responsibilities</p><ul><li>Assist with preparing weekly, monthly, and quarterly financial reports.</li><li>Analyze financial data to identify trends, variances, and business insights.</li><li>Support budgeting and forecasting activities.</li><li>Maintain and update financial models and spreadsheets.</li><li>Reconcile financial data and investigate discrepancies.</li><li>Prepare ad hoc reports and analyses for leadership.</li><li>Assist with month-end and year-end close activities.</li><li>Compile and analyze operational and financial KPIs.</li><li>Partner with accounting and operations teams to improve reporting accuracy.</li><li>Help identify opportunities for process improvements and automation.</li><li>Ensure financial data is accurate, organized, and timely.</li></ul><p><br></p>
  • 2026-07-16T00:00:00Z
Supply Chain Analyst
  • Benicia, CA
  • onsite
  • Temporary to Hire
  • 32 - 36.5 USD / Hourly
  • <p>We are looking for a Supply Chain Analyst to join a fast-growing wholesale distribution organization in the east bay. This contract opportunity with potential for a permanent role is ideal for someone who enjoys turning data into actionable inventory and purchasing decisions while partnering across planning, logistics, and brand teams. The person in this role will help maintain strong product availability, improve forecast accuracy, and support efficient inventory flow in a dynamic environment.</p><p><br></p><p>Responsibilities:</p><p>• Oversee inventory planning, demand forecasting, and purchasing activities to maintain service expectations and support target stock positions.</p><p>• Update and manage key planning data within supply chain systems, including lead times, service targets, inventory settings, and product life cycle information.</p><p>• Analyze historical demand, supplier performance, and changing lead times to recommend appropriate adjustments to reorder points and inventory levels.</p><p>• Work closely with Brand Management to reflect promotional activity, category direction, and market conditions in forecast assumptions and replenishment plans.</p><p>• Partner with logistics and operations teams to support timely, cost-conscious movement of goods across the supply chain.</p><p>• Provide reporting and analytical input that helps Brand Management shape and execute product and inventory strategies.</p><p>• Assist with additional projects and cross-functional assignments related to planning, procurement, and supply chain performance as needed.</p>
  • 2026-07-22T00:00:00Z
Billing Analyst
  • Oakland, CA
  • onsite
  • Temporary / Contract
  • 28 - 33 USD / Hourly
  • <p>Robert Half is seeking a results-driven Billing Analyst with a strong background in accounts receivable (AR), aging analysis, and billing operations to join our client’s dynamic team. As a Billing Analyst, you will play a critical role in ensuring the financial health and accuracy of the organization’s revenue cycle through efficient and detailed billing and reconciliation processes.</p><p>In this role, the ideal candidate will oversee and maintain accurate aging reports, streamline billing operations, and collaborate with cross-functional teams to resolve discrepancies. Strong attention to detail, analytical skills, and the ability to prioritize tasks in a deadline-driven environment are key to success.</p><ul><li>Oversee the AR process by accurately posting payments, reconciling accounts, and managing outstanding balances for improved cash flow.</li><li>Regularly update and review accounts receivable aging reports to monitor delinquent accounts, reduce overdue balances, and provide actionable insights to stakeholders.</li><li>Ensure accurate and timely preparation of customer invoices, credit memos, and billing adjustments, in alignment with agreed-upon terms and contracts.</li><li>Reconcile discrepancies between payments received and invoices by working closely with AR teams and customers to ensure proper account resolution.</li><li>Communicate with customers regarding outstanding invoices and provide efficient support to resolve any billing-related issues.</li><li>Generate detailed monthly and quarterly reports summarizing AR trends, billing metrics, and collection efforts to support cash forecasting.</li><li>Ensure all billing and AR functions comply with organizational policies, audit requirements, and financial regulations.</li></ul><p><br></p>
  • 2026-07-14T00:00:00Z
Financial Analyst - Entry Level
  • Walnut Creek, CA
  • onsite
  • Temporary / Contract
  • 25 - 30 USD / Hourly
  • <p>Our client is seeking a motivated Entry-Level Financial Analyst to join their growing finance team. This is an excellent opportunity for a recent college graduate or an early-career professional looking to launch a career in corporate finance. The ideal candidate is analytical, detail-oriented, and eager to learn financial planning, reporting, and business analysis in a collaborative environment.</p><p><br></p><p>Responsibilities</p><ul><li>Assist with preparing weekly, monthly, and quarterly financial reports.</li><li>Analyze financial data to identify trends, variances, and business insights.</li><li>Support budgeting and forecasting activities.</li><li>Maintain and update financial models and spreadsheets.</li><li>Reconcile financial data and investigate discrepancies.</li><li>Prepare ad hoc reports and analyses for leadership.</li><li>Assist with month-end and year-end close activities.</li><li>Compile and analyze operational and financial KPIs.</li><li>Partner with accounting and operations teams to improve reporting accuracy.</li><li>Help identify opportunities for process improvements and automation.</li><li>Ensure financial data is accurate, organized, and timely.</li></ul><p><br></p>
  • 2026-07-16T00:00:00Z
Power BI Analyst
  • San Francisco, CA
  • remote
  • Temporary / Contract
  • 50 - 55 USD / Hourly
  • <p>We are looking for a Power BI Analyst to join a healthcare organization in San Francisco, California on a contract basis. In this role, you will turn operational and business data into clear, reliable reporting tools that support decision-making across the organization. The position is well suited for someone who combines business analysis expertise with strong Power BI development skills and a careful approach to data accuracy, documentation, and process improvement.</p><p><br></p><p>Responsibilities:</p><p>• Build and maintain Power BI datasets, dataflows, semantic layers, and related reporting structures that support ongoing analytical and operational needs.</p><p>• Produce scheduled reports for business stakeholders, ensure timely distribution, and investigate reporting issues or data discrepancies when they arise.</p><p>• Partner with BI leadership on project-based analysis and ad hoc requests by creating reporting solutions, validating output, documenting methods, and testing updates.</p><p>• Create, publish, and enhance dashboards and reports in Power BI while following established request intake, prioritization, and change control practices.</p><p>• Oversee report refresh activities, monitor dashboard performance, and resolve data or processing issues to keep business intelligence products dependable.</p><p>• Carry out quality review procedures for new and existing reports to confirm that results are accurate, consistent, and aligned with business expectations before release.</p><p>• Improve report efficiency and scalability through data model refinement, query optimization, and targeted enhancements to the reporting environment.</p><p>• Maintain clear business and technical documentation, including metric definitions, report specifications, and supporting reference materials based on team standards.</p><p>• Reconcile and validate data across multiple source systems to strengthen confidence in reporting outputs and support data warehouse improvement efforts through testing and implementation assistance</p>
  • 2026-07-24T00:00:00Z
Risk and claims coordinator
  • Lodi, CA
  • onsite
  • Temporary / Contract
  • 22.8 - 25 USD / Hourly
  • <p>We are looking for a detail-oriented Risk Management &amp; Claims Coordinator to join a long-term contract opportunity in Lodi, California. This position supports risk-related claims activity by helping manage auto liability cases from initial review through resolution while working closely with internal partners and external claim stakeholders. The ideal candidate brings hands-on experience in claims administration, strong documentation skills, and the ability to interpret trends that can improve safety and risk outcomes.</p><p><br></p><p>Responsibilities:</p><p>• Review incident reports and collect supporting details to help evaluate auto liability claims accurately and promptly.</p><p>• Maintain organized claim records, ensuring all case information, correspondence, and status updates are thoroughly documented.</p><p>• Partner with insurance carriers, brokers, third-party administrators, and adjusters to move claims forward and address outstanding issues.</p><p>• Track open claims, follow up on next steps, and help drive timely resolution through consistent coordination with involved parties.</p><p>• Examine loss data and recurring claim patterns to identify opportunities for risk reduction and stronger preventive practices.</p><p>• Contribute to safety and risk management efforts by sharing claim insights that support awareness and operational improvement.</p><p>• Assist with claim-related reporting and provide updates to stakeholders on activity, exposure, and resolution progress.</p><p>• Take on additional risk management assignments as needed to support departmental priorities and compliance objectives.</p>
  • 2026-07-15T00:00:00Z
Business Immigration Analyst
  • San Francisco, CA
  • onsite
  • Temporary / Contract
  • 25 - 30 USD / Hourly
  • <p>A San Francisco–based law firm is seeking a Business Immigration Analyst (Entry Level) to support its high-volume corporate immigration practice. This is a contract-to-hire opportunity for a detail-oriented and motivated recent graduate or early-career professional who is interested in developing a long-term career in immigration law. The Business Immigration Analyst will play a key role in supporting attorneys and senior case staff with employment-based visa matters, including H-1B, L-1, TN, and PERM filings. Prior immigration experience is not required, but strong organizational skills and attention to detail are essential.</p><p><br></p><p><strong>Key Responsibilities</strong></p><ul><li>Assist with the preparation and filing of employment-based visa petitions, including H-1B, L-1, TN, and PERM applications</li><li>Draft forms, support letters, and petition packets under attorney supervision</li><li>Collect, organize, and review supporting documentation from clients and employees</li><li>Track case status and maintain accurate records in case management systems</li><li>Communicate with clients regarding case updates, document requests, and timelines</li><li>Ensure compliance with immigration regulations and filing requirements</li><li>Support attorneys and senior team members across all stages of case processing</li></ul>
  • 2026-07-22T00:00:00Z
Wealth Analyst - Wealth Management Firm
  • San Francisco, CA
  • onsite
  • Permanent / Full Time
  • 90000 - 120000 USD / Yearly
  • <p>Reach out to <strong><u>Michelle Espejo</u></strong><u> via </u><strong><u>email or LinkedIn</u></strong> for additional information or questions regarding this listing.</p><p> </p><p><strong>Wealth Analyst | Wealth Management Firm | San Francisco| Hybrid 2 Days Onsite | Base + Bonus + Profit Sharing</strong></p><p> </p><p>A growing and highly respected wealth management firm is seeking a Wealth Analyst to join its collaborative team supporting high-net-worth individuals and multigenerational families. The firm is known for its high-touch client experience, strong culture, approachable leadership, and flexible hybrid environment.</p><p> </p><p>This is an excellent opportunity for someone who wants a blend of client exposure, financial planning, and portfolio management experience while maintaining strong work-life balance. The team offers meaningful mentorship, support for CFP growth, and long-term advancement potential within an expanding platform.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Support wealth managers with financial planning, portfolio management, and client service needs </li><li>Assist with retirement, estate, tax, insurance, education, and cash flow planning analyses </li><li>Help monitor portfolios, cash levels, trading activity, and rebalancing </li><li>Prepare client meeting materials and participate in meetings and follow-ups </li><li>Manage client workflows, account administration, and ongoing communication </li><li>Partner cross-functionally to support client projects and operational needs</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
  • 2026-07-21T00:00:00Z