- Edward Jones (San Jose, CA)
- **Job Overview** **If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop...State insurance licenses will be required. + As an associate , you are required to complete ongoing training offered… more
- San Jose State University (San Jose, CA)
- …general supervision of the Associate Director for Counseling and Advising. The Financial Aid Advisor performs a variety of duties related to processing the ... Financial Aid Advisor Apply now (https://secure.dc4.pageuppeople.com/apply/873/gateway/default.aspx?c=apply&lJobID=535691&lJobSourceTypeID=837&sLanguage=en-us)… more
- Stanford University (Stanford, CA)
- …Student Services Post Date 3 days ago Requisition # 103582 The Financial Aid Advisor , under the direction of the Associate Director of Financial Aid, ... Financial Aid Advisor , Stanford Law School... Financial Aid Advisor , Stanford Law School **School of Law, Stanford,...serves as an integral member of the Financial Aid professional team committed to excellent customer service.… more
- PNC (Fremont, CA)
- …valued and have an opportunity to contribute to the company's success. As a Financial Advisor within PNC Investments, you will be based in Freemont, CA. ... Senior Financial Advisors within PNC Investments (also referred to as...staff. In partnership with branch manager and/or investment sales associate , leads the branch team on actions to achieve… more
- H&R Block (Cupertino, CA)
- **516101BR** **Title:** Client Advisor -Small Business and Tax **What you'll do ** **:** Apply principles of accounting to analyze financial information and ... and returns for businesses and clients. Provides advice on financial and tax matters and should have an in-depth...skills and is a good communicator. Serves as business advisor to our clients aiming at maximizing engagement and… more
- H&R Block (San Jose, CA)
- **517146BR** **Title:** Block Advisors Tax Advisor **Our Company** **:** At H&R Block, we believe in the power of people helping people. Our defining Purpose is to ... stronger every year. Joining **Block Advisors** as a **Tax Advisor ** means you'll serve clients with diverse tax and...service needs. We assist our clients in reaching their financial goals year-round. **Job ID:** 517146BR **City:** San Jose… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …career while significantly contributing to clients' financial well-being. As an Associate Tax Wealth Advisor , your duties will include: + Preparing meeting ... thriving advisory and wealth management firm managing nearly $5 billion in assets, as an Associate Tax Wealth Advisor based in Menlo Park. With a hybrid working… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …while significantly contributing to clients' financial prosperity. As an Associate Tax Wealth Advisor , your responsibilities will encompass: + Preparing ... with nearly $5 billion in managed assets, as an Associate Tax Wealth Advisor located in Menlo...Assisting in the execution of client recommendations. + Developing financial projections using advanced Excel modeling techniques. + Assisting… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …have over $4.0 billion in assets under management. They are seeking a new Associate Wealth Advisor to join the team. Responsibilities include: + Prepare agendas, ... reporting system + Assist in the execution of client recommendations + Run financial projections for clients using sophisticated Excel models + Assist advisors in… 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 ... *POSITION SUMMARY:* The Wealth Management Associate is often the first point of contact...produces strategy reports and other types of communications for Financial Advisor / Private Wealth Advisor… more
- Kestra Financial (Palo Alto, CA)
- …the finish line and have a desire to learn, advance, and excel? The Senior Sales Associate reports to the Financial Advisor and is critical in meeting ... client and prospect workflow + Communicate client requests to the Financial Advisor . + Deepen client relationships and establish credibility and rapport both… more
- Morgan Stanley (Mountain View, CA)
- …needs as examples * Input orders at the direction of clients and/or Financial Advisor (s), discuss reinvestment options and corporate actions with clients at ... Review and take appropriate action on client account alerts *OTHER* * Partner with Financial Advisor (s) in developing a business plan and delivering against a… more
- Deloitte (San Jose, CA)
- Become a Summer Associate at Deloitte Consulting! Join our strategy team where we advise the world's leading companies in navigating change and architecting the ... The Work You Will Do As a Deloitte Summer Associate , the work you will do may be focused...serve an expansive workforce ecosystem leveraging technology + Enhancing financial operations, enterprise value, and real estate performance to… more
- JPMorgan Chase (Santa Clara, CA)
- …interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth ... Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made...not available in all states. Chase is a leading financial services firm, helping nearly half of America's households… more
- Morgan Stanley (Palo Alto, CA)
- …Review and take appropriate action on client account alerts *OTHER* * Partner with Financial Advisor (s) in developing a business plan and delivering against a ... the client experience through an elevated standard of care. The Client Service Associate assists with the development and growth of business through engaging and… more
- Bank of America (San Jose, CA)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... Wealth Management Client Associate San Jose, California **Job Description:** At Bank...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- Dorsey & Whitney LLP (Palo Alto, CA)
- Emerging Companies Associate (#841) Dorsey is seeking an experienced Corporate Attorney to provide support to our Northern California Emerging Companies Practice in ... in salary. Associates are eligible to participate in Dorsey's associate bonus program, subject to the program's conditions and...& Whitney LLP since 1912 as a trusted legal advisor and valued business partner. With locations across the… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …culture with minimal turnover and a clear career path to becoming a Lead Advisor . Enjoy bonuses and a lucrative Profit Sharing program. With $100 million growth ... firm is on the rise. Some Responsibilities of a financial planner include: + Collaborate with Lead Advisors: Attend...with Lead Advisors: Attend meetings, gather client data, create financial plans, and present to clients. + Engage with… more
- BMO Financial Group (San Ramon, CA)
- …ensure client expectations are met or exceeded. + Acts as a trusted advisor to assigned business/group. + Influences and negotiates to achieve business objectives. + ... matter expert for internal/external stakeholders. + Participates in the development of financial models and other analytical tools to assist clients in evaluating… more
- Deloitte (San Jose, CA)
- …reporting and planning, while also positioning tax and legal as a strategic business advisor for the digital era. We specialize in tax and legal and can effectively ... + Contract & Commercial Management (CCM) Certification Program + Certified Financial Analyst (CFA) + PMI Agile Certified Practitioner (Project Management… more