- Citigroup (Sunnyvale, CA)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... clients. The client is at the center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth team to meet the… more
- Robert Half Finance & Accounting (Los Gatos, CA)
- …Robert Half is thrilled to partner with an exceptional company in the search for a Wealth Advisor to join their esteemed Wealth Advisory team. The Wealth ... which supports and furthers the objectives of the entire Wealth Advisory team. This individual is responsible for servicing...you are a dedicated professional with a passion for Wealth Advisory and are eager to join a dynamic… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- … management firm with nearly $5 billion in managed assets, as an Associate Tax Wealth Advisor located in Menlo Park. Offering a hybrid working model, a highly ... while significantly contributing to clients' financial prosperity. As an Associate Tax Wealth Advisor , your responsibilities will encompass: + Preparing meeting… more
- US Bank (Palo Alto, CA)
- …and discover what you excel at-all from Day One. **Job Description** The Wealth Management Advisor (WMA) position is the investment planning and investment ... and insurance products lead on the Wealth Management Team. The WMA is responsible for facilitating the delivery of strategies and capabilities including portfolio… more
- JPMorgan Chase (San Jose, CA)
- …best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning ... those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering...skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated… more
- BMO Financial Group (San Jose, CA)
- …issues. + Introduces subject matter experts to the client. + Shares wealth solutions expertise and product knowledge across regional team. + Develops solutions ... Certified Financial Planner is preferred. + Broad knowledge of all facets of wealth management. + In-depth / expert knowledge of Bank products, services and… more
- Morgan Stanley (Palo Alto, CA)
- …by understanding their investment objectives and working in partnership with the Financial Advisor / Private Wealth Advisor to deliver solutions. *DUTIES ... necessary to craft comprehensive financial strategy in conjunction with the Financial Advisor / Private Wealth Advisor * Works with clients on the execution… more
- Morgan Stanley (Menlo Park, CA)
- …servicing, financial plans and investment portfolios. Under the direction of the Financial Advisor / Private Wealth Advisor , this industry professional ... and produces strategy reports and other types of communications for Financial Advisor / Private Wealth Advisor to use with clients and prospects as part… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …over $4.0 billion in assets under management. They are seeking a new Associate Wealth Advisor to join the team. Responsibilities include: + Prepare agendas, ... reports and analyses for client meetings + Play a key role in the ongoing maintenance of the firm's portfolio accounting and performance reporting system + Assist in the execution of client recommendations + Run financial projections for clients using… more
- Bank of America (San Jose, CA)
- …Financial Advisor San Jose, California;Brea, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... is culture driven, resilient, results focused and effective. **Merrill Team Financial Advisor Business Development Program** **The Merrill Wealth Management Team… more
- Morgan Stanley (Menlo Park, CA)
- …SUMMARY:* The Director of Investments is a senior level position on a Financial Advisor / Private Wealth Advisor team. This industry professional plays ... communication skills to effectively discuss investment strategies with the Financial Advisor / Private Wealth Advisor team and their clients. *DUTIES and… more
- Deloitte (San Jose, CA)
- …"Yes!" to these questions, we need to talk about a career with Deloitte's growing Private Wealth practice! What You'll Do As a Tax Senior in our Private Wealth ... client. The Team At Deloitte Tax LLP, our Private Wealth team focuses on the specialized needs of the...attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability… more
- JPMorgan Chase (Santa Clara, CA)
- …financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, you will provide client service, operational marketing and administrative ... support to Private Client Advisors within Wealth Management. **Job responsibilities** + Support Advisors book of...Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made… more
- TIAA (Palo Alto, CA)
- Supported with a robust array of resources and solutions, The Wealth Management Advisory Consultant is part of a team who partners with clients to identify their ... Degree + 5+ years of experience in financial services + Prior advisor /consultant experience + Knowledge of institutional retirement plans + MoneyGuidePro, and or… more
- Morgan Stanley (Menlo Park, CA)
- …as examples * Input orders at the direction of clients and/or Financial Advisor (s), discuss reinvestment options and corporate actions with clients at the direction ... take appropriate action on client account alerts *OTHER* * Partner with Financial Advisor (s) in developing a business plan and delivering against a client service… more
- Bank of America (San Jose, CA)
- Wealth Management Client Associate San Jose, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in alignment with the… more
- Bank of America (San Jose, CA)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... Oregon; Palo Alto, California; Tucson, Arizona **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ...at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in… more
- Bank of America (San Jose, CA)
- Advisor Development Program - Financial Solutions Advisor Trainee: Seven Trees Center Financial Center - San Jose, CA San Jose, California **Job Description:** ... As an Advisor Development Program Financial Solutions Advisor Stage...that role you will transition to a local Merrill Wealth Management office and continue to practice the skills… more
- Bank of America (San Jose, CA)
- Merrill Financial Solutions Advisor - Silicon Valley Capital Market San Jose, California;San Jose, California; Monterey, California **Job Description:** At Bank of ... and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant...advisors the opportunity to pursue a career within Merrill Wealth Management. Once you have honed your skills and… more
- Bank of America (Palo Alto, CA)
- …needs + Advocates for clients and prospects as their trusted advisor , providing integrated recommendations including wealth structuring, credit facilities, ... Private Client Advisor II Palo Alto, California **Job Description:** At...an in-depth understanding of clients' needs, preferences, and overall wealth strategy, being responsive to changes in the business… more