- 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
- 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; ... 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
- 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
- Bank of America (Brentwood, CA)
- Financial Solutions Advisor - Brentwood/Concord Region Brentwood, California;Concord, California; Antioch, California **To proceed with your application, you ... 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
- Bank of America (San Jose, CA)
- Financial Solutions Advisor - San Jose Area San Jose, California;San Jose, California; San Jose, California; San Jose, California; San Jose, California; San Jose, ... be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Jose/ Financial -Solutions- Advisor --San-Jose-Area\_25038461) **Job Description:** Please Note that this… more
- TIAA (Walnut Creek, CA)
- …Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that ... meaningful and long-lasting relationships, developing and implementing financial appropriate financial solutions. + All licenses must be obtained within 120… 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
- Columbia Bank (San Jose, CA)
- …CEPA, or AIF, required. + 5+ years of experience as an investment executive, financial advisor , certified financial planner, investment advisor ... and Insurance solutions. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who...who can work within a team structure. They also must have the ability to grow and manage a… more
- JPMorgan Chase (Milpitas, 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)
- …* Ability to influence; proactively asks for and closes business * Solutions oriented; sales and financial aptitude a must * Must be a skilled negotiator * ... 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… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …Planner Empower Clients. Elevate Planning. Make a Meaningful Impact. Are you a financial advisor who thrives on building deep, trusted relationships and ... fulfilling lives, and makes a lasting difference through thoughtful financial planning. About the Role This is an exciting...or a related field + An advanced credential is required- CFP (R), CFA, CPA, JD, EA, Master's, or PhD +… more
- Bank of America (San Jose, CA)
- …63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE ACT Registration; ... San Jose, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge...**Job Description:** This job is responsible for working with Financial Advisor (FA) teams to provide comprehensive… more
- JPMorgan Chase (Palo Alto, CA)
- … + 5 plus years of practice as a trusts & estates lawyer, tax advisor , or financial planner + Self-starter with natural curiosity for individual planning and ... group meetings + Experience and ability in understanding clients' financial s ituations and personal circumstances + Must... financial s ituations and personal circumstances + Must be able to coach colleagues, Financial … more
- Deloitte (San Jose, CA)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as master's in science ... plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate,...of the following active accreditations obtained, in process, or must be willing and able to obtain: + Licensed… more