- Robert Half Finance & Accounting (San Ramon, CA)
- Description Jennifer Fukumae with Robert Half's Financial Services Division is partnering with a well-established wealth management firm that is dedicated to acting ... team works proactively to identify opportunities, mitigate risks, and deliver meaningful financial outcomes. This is a rare opportunity to join a high-integrity,… more
- Robert Half Finance & Accounting (Danville, CA)
- …Michelle Espejo with Robert Half Financial Services is recruiting for a Lead Advisor at a Thriving Wealth Management. This is a full-time permanent role based in ... clients to deliver strategies that truly make an impact. The lead advisor owns the client relationships and is responsible for managing to-do's, preparing… 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
- Robert Half Finance & Accounting (San Ramon, CA)
- Description Financial Advisor - Wealth Management | San Ramon, CA A thriving wealth management firm is seeking an experienced Financial Advisor to join ... high-integrity, collaborative team. About the Role: You'll provide strategic financial advice and comprehensive planning across investments, retirement, insurance,… more
- TIAA (Walnut Creek, 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
- Bank of America (Concord, CA)
- Financial Solutions Advisor - Brentwood/Concord Region Brentwood, California;Concord, California; Antioch, California **To proceed with your application, you ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Brentwood/ Financial -Solutions- Advisor Brentwood-Concord-Region\_25037081-2) **Job Description:** Please Note that… 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
- Robert Half Finance & Accounting (San Ramon, CA)
- …Michelle Espejo with Robert Half Financial Services is recruiting for a Financial Advisor at a fiduciary-focused wealth management firm. This is a full-time ... and build lasting relationships while making a real impact on clients' financial futures. Responsibilities + Provide strategic financial advice across… more
- Columbia Bank (Walnut Creek, 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 (Walnut Creek, 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 (Walnut Creek, CA)
- Private Client Advisor II Walnut Creek, 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/Walnut-Creek/Private-Client- Advisor -II\_25015540-1) **Job Description:** At Bank of America, we are… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …high-net-worth individuals, families, and businesses gain clarity and confidence in their financial future. The firm takes a highly personalized approach that goes ... beyond traditional advice-empowering clients to elevate their financial strategy, achieve meaningful growth, and reach long-term goals. About the Role The firm is… more
- Robert Half Finance & Accounting (Danville, CA)
- …Associate Advisor , you'll take ownership of client relationships, drive financial planning initiatives, delegate to junior advisors, and ensure everything runs ... Description Michelle Espejo with Robert Half Financial Services is recruiting for an Financial...advisors. The firm champions your growth with FINRA sponsorships, CFP study programs, mentorship, and a collaborative culture-while keeping… more
- Robert Half Finance & Accounting (Marin County, CA)
- …the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies. + Manage Financial Plans: Develop and ... for additional info and immediate consideration. Requirements + 4+ years in financial planning, wealth management. + CFP (R) certification required; Series 65… more
- Atria Wealth Solutions (Dublin, CA)
- …24 or Series 9/10 Securities Registrations equivalent required. + Previous Financial Advisor experience preferred + Advanced Industry Designations preferred ... Through its relationship with CUSO Financial Services, L. P. (CFS) Patelco Credit Union...- such as CFP , ChFC, CRPC, RICP, CFF + Excellent working knowledge… more