- LocumJobsOnline (San Jose, CA)
- …Oversees department scheduling, hiring, credentialing, and performance management Acts as an advisor and resource to other departments and the Center at large ... your earnings by taking on additional shifts or assignments, boosting your financial stability and opportunities. Reinvent your career by exploring new specialties… more
- Edward Jones (San Jose, CA)
- …volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice,… 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; ... Description:** If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment,… more
- Bank of America (San Jose, CA)
- Financial Solutions Advisor Registration Candidate- Hayward and Milpitas Area San Jose, California;Castro Valley, California; Fremont, California; Fremont, ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Jose/ Financial -Solutions- Advisor -Registration-Candidate--Hayward-and-Milpitas-Area\_25038462) **Job Description:** Please Note that this… more
- Bank of America (San Jose, CA)
- Financial Solutions Advisor - Evergreen Village Financial Center San Jose, 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-Jose/ Financial -Solutions- Advisor --Evergreen-Village- Financial -Center\_25046992) **Job Description:** The following… more
- Bank of America (San Jose, CA)
- Credit Solutions Advisor - Prospect-Saratoga Financial Center, San Jose San Jose, 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-Jose/Credit-Solutions- Advisor Prospect-Saratoga- Financial -Center--San-Jose\_25043279-1) **Job Description:** At Bank of… more
- Columbia Bank (San Jose, 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
- JPMorgan Chase (San Jose, 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 in Chase Wealth Management, you will offer comprehensive … more
- Bank of America (Gilroy, CA)
- Business Solutions Advisor - South Gilroy Financial Center Gilroy, California **To proceed with your application, you must be at least 18 years of age.** ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Gilroy/Business-Solutions- Advisor South-Gilroy- Financial -Center\_25043467) **Job Description:** At Bank of… more
- Bank of America (San Jose, CA)
- …focused and effective. **Job Description:** This job is responsible for working with Financial Advisor (FA) teams to provide comprehensive financial planning ... or 66 or equivalent; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE ACT Registration; ADV-2B… more
- Citigroup (San Jose, CA)
- …partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + ... of the affluent and High Net Worth segment with financial planning and excellent discovery and profiling skills. +...excellent discovery and profiling skills. + Anticipate the complex financial needs of the client and offer solutions through… more
- Bank of America (San Jose, CA)
- …incorporation of banking into day-to-day FA practices and operations + Partners with Financial Advisor teams to educate clients on banking products and help ... legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the… more
- Deloitte (San Jose, CA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- Deloitte (San Jose, CA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more
- Deloitte (San Jose, CA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Bachelor's ... clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving… more
- Deloitte (San Jose, CA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving… more
- Deloitte (San Jose, CA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... Advanced degree such as Masters of Tax, JD, and/or LLM + Solid understanding with accounting for income taxes in accordance to ASC740 + Previous Big 4 or large CPA firm experience + Strong management experience + Excellent research and writing skills +… more
- Deloitte (San Jose, CA)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve Preferred + Advanced degree such as Masters of Tax, JD, and/or LLM + Previous Big 4 or large CPA firm experience + Solid understanding and experience… more
- Deloitte (San Jose, CA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... Advanced degree such as Masters of Tax, JD, and/or LLM + Experience working in a virtual and/or global environment + Passion for leveraging technology and exploring new technology solutions + Experience with accounting for income taxes in accordance to ASC740… more
- Deloitte (San Jose, CA)
- …not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred + ... Advanced degree such as Masters of Tax, JD, and/or LLM + Strong organizational and time management skills with a demonstrated ability to work independently and manage multiple, competing priorities + Experience working in a virtual and/or global environment +… more
