- Robert Half Finance & Accounting (San Ramon, CA)
- …Reach out to Michelle Espejo via email or LinkedIn for additional information or questions. Financial Advisor | Wealth Management Firm | San Ramon | Hybrid This ... lasting relationships while making a real impact on clients' financial futures. Responsibilities + Provide strategic financial ...to Michelle Espejo via email or LinkedIn. Requirements + CFP (R) huge plus. + 5+ years of client-facing advisory… more
- City National Bank (West Hollywood, CA)
- * FINANCIAL ADVISOR SENIOR* WHAT IS THE...MBA and 3-5 years of experience. * May possess CFP , JD/LLM, CIMA or Cannon Certified Wealth Strategist designation. ... OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of...63 securities licenses and state insurance license required. * CFP designation highly preferred. *WHAT'S IN IT FOR YOU?*… more
- Edward Jones (Berkeley, CA)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop...licenses preferred + Preferred additional professional designations such as CFP (R) or CERTIFIED FINANCIAL PLANNER (TM) and/or… more
- Bank of America (Carmel, CA)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... have at least 5+ years of experience as a Financial Advisor with a transportable practice, a...development. + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning… more
- JPMorgan Chase (San Francisco, CA)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor ...of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning ( CFP (R)) certification is preferred +… more
- Bank of America (Cerritos, CA)
- Financial Solutions Advisor - Gateway Cities Market Cerritos, California;La Mirada, California; Downey, California; Paramount, California; Lakewood, California; ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Cerritos/ Financial -Solutions- Advisor --Gateway-Cities-Market\_25038436-1) **Job Description:** Please Note that this… more
- Bank of America (San Diego, CA)
- Financial Solutions Advisor - Northern San Diego San Diego, California;Escondido, California **To proceed with your application, you must be at least 18 years of ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Diego/ Financial -Solutions- Advisor Northern-San-Diego\_25046120-2) **Job Description:** The following laws… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …resources that empower you to deliver exceptional client outcomes. If you're an experienced advisor looking for a role where you can make an immediate impact and ... for you. What You'll Do + Provide strategic advice and comprehensive financial planning across investments, retirement, insurance, and debt management + Develop… more
- TIAA (San Francisco, CA)
- …Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that ... **Wealth Management Advisor ** Supported with a robust array of resources...License (Resident State) - Multiple Issuers required + Certified Financial Planner ( CFP ) - Certified Financial… more
- Columbia Bank (Los Angeles, CA)
- …CEPA, or AIF, required. + 5+ years of experience as an investment executive, financial advisor , certified financial planner, investment advisor ... LTC and Insurance solutions. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work within a team structure. They also… more
- Insight Global (San Francisco, CA)
- …Skills and Requirements * Candidates must have a four-year degree and the CFP designation * 7+ years in financial and/or estate planning related ... Description A client of Insight Global is seeking experienced, driven, and focused Financial Advisors to join our fast-growing firm. Candidates must be dedicated to… more
- CIBC (Newport Beach, CA)
- …(https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Private Banking Advisor 's primary purpose is identifying, cultivating and introducing new ... at the time of your interview._** **How you'll succeed** The Private Banking Advisor 's specific focus is growth through new relationships and opportunities as well… more
- Columbia Bank (Santa Barbara, CA)
- Private Client Advisor Wealth Management South Jordan, Utah Bellevue, Washington Seattle, Washington Sacramento, California Greenwood Village, Colorado Los Angeles, ... and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best...Together for better. **About the Role:** Our Private Client Advisor will work with the high and ultra-high net… more
- Charles Schwab (Irvine, CA)
- …the status quo" and transform the finance industry together. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and ... be obtained with a 120-day condition of employment for certified and current CFP (R) designation or CFA(R) designation holders, verified before hire) + Active FINRA… more
- Bank of America (Beverly Hills, CA)
- Private Client Advisor II Beverly Hills, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a friend **To ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Beverly-Hills/Private-Client- Advisor -II\_25020985) **Job Description:** At Bank of America, we are… more
- UMB Bank (Sacramento, CA)
- **RETIREMENT CLIENT ADVISOR -DALLAS-FT. WORTH METROPLEX** The Retirement Client Advisor generates new business opportunities and manages a customer portfolio ... or Finance or combinations of education & experience preferred + 5+ years of financial services industry experience, with a minimum of 3 years of experience in a… more
- M&T Bank (Los Angeles, CA)
- …Private Banking, Investment Advisors and Fiduciary Advisors to assess client's current financial situation, goals and objectives to determine solutions through the ... financial planning process. Prioritize short term and long term...manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of… more
- JPMorgan Chase (Irvine, CA)
- …in building that experience, this is the team for you. As a Personal Advisor , in JP Morgan's Wealth Management's National Branch Personal Advising group, you will ... partner with clients to create custom financial plans based on their goals. You will meet... planning + * Bachelor's degree preferred + * CFP preferred FEDERAL DEPOSIT INSURANCE ACT: This position is… more
- Navy Federal Credit Union (San Diego, CA)
- …appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/ advisor /agent of Navy ... Overview To provide financial consulting services to assist members and non-members...policies and, procedures + Desire to pursue designations eg CFP , ChFC, CLU Hours: 8:30 - 5:00 PST |… more
- Fifth Third Bank, NA (Newport Beach, CA)
- …prospects, and business partners. Acts in partnership with the Wealth Management Advisor (WMA) to retain investment assets. Responsible and accountable for risk by ... (IPS) for each client portfolio tied to each client's financial plan. + Ensures that the construction and ongoing...to have an advanced degree, such as a CFA, CFP , MBA. + 8+ years of clearly defined investment… more