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29 results for Aiml Analyst in Oakland, CA
- Mill Valley, CA
- onsite
- Permanent / Full Time
- 90000 - 140000 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>Financial Planner | Wealth Management Firm | Marin | Hybrid; 2-3 Days onsite</strong></p><p><br></p><p>Our client is a client-first financial services firm dedicated to delivering comprehensive wealth management and financial planning. They support individuals and families in achieving long-term financial success and personal well-being. This is an excellent opportunity to lead high-net-worth client relationships and contribute to the firm’s continued growth. You'll develop tailored financial strategies, work in a collaborative, forward-thinking environment, and benefit from strong career development, leadership pathways, and competitive perks.</p><p> </p><p><strong>Responsibilities: </strong></p><ul><li>Advise Clients: Act as the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies.</li><li>Manage Financial Plans: Develop and adjust comprehensive plans covering retirement, tax, estate, investment, and risk management.</li><li>Mentor & Lead: Support junior advisors and contribute to a strong team culture.</li><li>Grow the Business: Build relationships, secure referrals, and participate in networking events.</li><li>Shape the Firm’s Future: Collaborate with leadership on strategic growth initiatives.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-11-04T00:00:00Z
- Mountain View, CA
- onsite
- Permanent / Full Time
- 100000 - 150000 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>Financial Planner | Thriving RIA | Mountain View | Hybrid | Base + Bonus + Profit Sharing!</strong></p><p><br></p><p>They're dedicated to empowering clients, community, associates, and families to achieve wealthier lives through compassionate advisory services. Experience an incredible work culture with minimal turnover and a clear career path to becoming a Lead Advisor. Enjoy bonuses and a lucrative Profit Sharing program.</p><p><br></p><p><strong>Some Responsibilities:</strong></p><ul><li>Partner with Lead Advisors: Attend meetings, gather data, create and present financial plans.</li><li>Collect and analyze client financial information.</li><li>Develop financial plans, investment policies, and portfolio reports.</li><li>Implement and monitor plans, coordinating with external advisors.</li><li>Prepare client communications and presentations.</li><li>Maintain client and prospect databases.</li><li>Assist with technology integration and document management.</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-11-04T00:00:00Z
- San Francisco, CA
- onsite
- Permanent / Full Time
- 90000 - 150000 USD / Yearly
- <p>Reach out to <u>Michelle Espejo via email or LinkedIn</u> for additional information or questions.</p><p> </p><p><strong>Financial Planner | Wealth Management Firm | Walnut Creek | Hybrid; 1 day onsite</strong></p><p> </p><p>Join a top-tier, fee-based wealth management firm known for rigorous investment research, disciplined portfolio management, and truly comprehensive financial planning. This is a chance to work alongside seasoned advisors and play a key role in delivering thoughtful, holistic advice to a diverse client base.</p><p> </p><p>You’ll be part of a collaborative, high-performing team with a clear path to Lead Advisor. The firm offers strong work-life balance, three weeks of PTO, fully paid medical, dental, and vision, a generous 401(k) match, and meaningful long-term growth.</p><p> </p><p><strong>Responsibilities</strong></p><ul><li>Analyze client data and develop tailored financial planning recommendations</li><li>Attend meetings as the planning specialist and support advisors directly</li><li>Build and help implement complex financial plans</li><li>Provide guidance on estate, tax, retirement, cash flow, Social Security, pensions, and equity compensation</li><li>Maintain planning data across platforms and improve internal processes</li><li>Share planning updates and best practices with advisor teams</li></ul><p><strong>For fastest consideration, reach out to <u>Michelle Espejo via email or LinkedIn</u>.</strong></p>
- 2026-11-04T00:00:00Z
- Brisbane, CA
- onsite
- Temporary / Contract
- 50 - 55 USD / Hourly
- <p>Robert Half is seeking a Financial Analyst to support a company undergoing a Workday implementation. This project-driven role will assist Finance, FP&A, HR, and Accounting teams with data validation, reporting development, testing, system reconciliation, and post-implementation support.</p><p>The ideal candidate has experience in financial analysis, budgeting, forecasting, and ERP or Workday implementations. This is an excellent opportunity for someone who enjoys bridging finance and technology while helping drive a successful system transition.</p><p><br></p><p>Key Responsibilities</p><ul><li>Support the finance workstream during a Workday implementation and post-go-live optimization.</li><li>Assist with data migration, data validation, and reconciliation between legacy systems and Workday.</li><li>Perform User Acceptance Testing (UAT) and document testing results.</li><li>Validate financial reports, dashboards, hierarchies, and workflows within Workday.</li><li>Analyze and reconcile budget, forecast, payroll, and actual financial data.</li><li>Build and maintain financial models to support business decisions.</li><li>Develop ad hoc reporting and management dashboards.</li><li>Partner with FP&A, Accounting, HR, and IT teams to identify and resolve system issues.</li><li>Assist with month-end close reporting and financial analysis during the transition period.</li><li>Document business processes, controls, and reporting requirements.</li><li>Support change management and end-user training initiatives.</li></ul><p><br></p>
- 2026-11-14T00:00:00Z