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Certified Financial Planner Jobs in San Francisco, CA

Financial Advisor - Certification Provided

Edward Jones

$45000 - $100000 undefined

Redwood City, CA

Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.

1 day ago
Treasury Supervisor

Peterson CAT

$110000 - $130000 YEAR

San Leandro, CA

Additional responsibilities include assisting with underwriting and placing lines of credit, researching economic trends and investment opportunities, determining procurement of funds, monitoring investments and collections, performing credit underwriting, and performing treasury-related accounting tasks. Bachelor's Degree from a fully accredited college in Finance, Accounting, Economics, Data Science, or other related field; and a minimum of five (5) years of directly related experience in treasury services, or an equivalent combination of education and work experience.

30+ days ago
Advisory - Directors

KPMG LLP

$166000 - $308000 YEAR

San Francisco, CA

3 yrs exp must incl SEC financl reporting issues; US GAAP; IFRS; & Technical accounting matters, incl Revnue recognition; Lease accountg; Debt; Equity; Derivtives; Hedging; Business combos; Consolidations; & Fair value measurement. Apply online at https://www.kpmguscareers.com/job-search & type requisition number 123728 in the keyword search box for Experienced Professionals.

20 days ago
Advisory-Directors

KPMG LLP

San Francisco, CA

3 yrs exp must incl SEC financl reprtng; U.S. GAAP; ASC 470 & ASC 815 or IFRS 9 & IAS 39; ASC 805 or IFRS 3; ASC 718 or IFRS 2; ASC 842 or IFRS 16 & IAS 17; & IPO readiness. Emplyr will accpt single deg or any combo of degs, diplomas or reltd empl exp detmnd to be equiv by eval servc to meet bach deg req.

27 days ago
Grants Specialist

Creative Financial Staffing

$70000 - $76000

San Francisco, CA

As Grants Specialist will support the grant accounting operations, manage funder invoicing and financial reporting, and serve as a key liaison to internal teams and external funders. Join our Finance team with the Director to ensure the financial accuracy and compliance of grant-funded programs and contracts.

10 days ago
Grants Director

Creative Financial Staffing

$100000 - $117000

San Francisco, CA

Track & Monitor Grants: Ensure all grant funds are tracked accurately and used in compliance with funder restrictions and organizational policies. Coordinate Audits: Serve as the point person for funder reviews and single audits related to grants.

10 days ago
Finance (Accounting) Associate - Tax

Vaco LLC

$140000 - $225000 YEAR

San Francisco, CA

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.

5 days ago
VP of Finance

Vaco LLC

$250000 - $270000 YEAR

Emeryville, CA

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including butnot limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.

5 days ago
Lead Analyst or Manager of Strategic Finance & Operations

Vaco LLC

$121000 - $160000 YEAR

San Francisco, CA

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.

5 days ago
Finance (Accounting) Associate

Vaco LLC

$110000 - $140000 YEAR

San Francisco, CA

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.

5 days ago
Senior Premier Relationship Manager Licensed

BMO Financial

$67200 - $124800 YEAR

San Francisco, CA

Enjoy a competitive base salary, quarterly incentives and annual bonus opportunities, as well as comprehensive benefits with a company that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. As a Licensed Senior Premier Relationship Manager at BMO, you will: Serve as the customers’ relationship manager providing personalized attention to uncover their specific financial needs and goals, backed by BMO’s expertise, technology and resources.

1 day ago
Advisory - Directors

KPMG LLP

$156300 - $264000 YEAR

San Francisco, CA

3 yrs exp must incl: ASC 606; ASC 842; ASC 805; ASC 820; ASC 330; ASC 718; ASC 810; ASC 360; ASC 280; and ASC 230. Apply online at https://www.kpmguscareers.com/job-search & type requisition number 123638 in the keyword search box for Experienced Professionals.

27 days ago
Manager-Transaction Advisory

Alvarez & Marsal Deutschland GmbH

San Francisco, CA

With over 10,000 people across six continents, we deliver tangible results for corporates, boards, private equity firms, law firms and government agencies facing complex challenges. Privately held since its founding in 1983, A&M is a leading global professional services firm that provides advisory, business performance improvement and turnaround management services.

5 days ago
Associate - Transaction Advisory/Financial Due Diligence

Alvarez & Marsal Deutschland GmbH

San Francisco, CA

With over 10,000 people across six continents, we deliver tangible results for corporates, boards, private equity firms, law firms and government agencies facing complex challenges. Privately held since its founding in 1983, A&M is a leading global professional services firm that provides advisory, business performance improvement and turnaround management services.

5 days ago
Senior Premier Relationship Manager Licensed

BMO Financial

$61600 - $114400 YEAR

San Lorenzo, CA

Enjoy a competitive base salary, quarterly incentives and annual bonus opportunities, as well as comprehensive benefits with a company that celebrates big ideas, supports your personal and professional growth, and makes a real impact in local communities. As a Licensed Senior Premier Relationship Manager at BMO, you will: Serve as the customers’ relationship manager providing personalized attention to uncover their specific financial needs and goals, backed by BMO’s expertise, technology and resources.

1 day ago
Bookkeeper

Creative Financial Staffing

$75000 - $83200

San Francisco, CA

Conveniently located in downtown San Francisco, our client is a well-established member organization with a need for a detail oriented Bookkeeper. Experience: Prior full charge bookkeeping experience with any club memberships organizations.

10 days ago
Senior Accountant

Vaco LLC

$100000 - $115000 YEAR

San Francisco, CA

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco depends upon a wide array of factors including but not limited tothe individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs.

5 days ago
Accounting Project Manager

Peterson CAT

$125000 - $153000 YEAR

San Leandro, CA

Bachelor's Degree from a fully accredited college in Business with an emphasis in Accounting or other closely related field; and a minimum of seven (7) years of directly related experience with financial reporting/general ledgers, preferably in a heavy industrial environment; or an equivalent combination of education and work experience. Primary responsibilities include overseeing accounting software implementation and process improvements, managing project plans, configuring systems, migrating data, training, and collaborating with departments throughout Peterson on various projects as a subject matter expert on company accounting systems processes, and procedures.

29 days ago