- 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
- Edward Jones (Oakland, 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 (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
- Bank of America (Piedmont, CA)
- Financial Solutions Advisor - Oakland/Richmond Area Albany, California;Piedmont, California; Oakland, California **To proceed with your application, you must be ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Albany/ Financial -Solutions- Advisor Oakland-Richmond-Area\_25043327-1) **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, ... must 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
- 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 (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
- 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
- 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 ... equivalent; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s)...they support + SAFE ACT Registration; ADV-2B Required + CFP (R) or CPWA(R) designation and/or maintain at least one… 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
- Deloitte (San Jose, CA)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as master's in science ... 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)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as master's in science ... 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)
- …+ Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Bachelor's degree in accounting, finance, or other ... 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)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred + Advanced degree such as MST, JD, or LLM ... 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)
- …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 with federal tax compliance, federal tax… more
- Deloitte (San Jose, CA)
- …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 + Previous Big 4 or large CPA firm… more
- Deloitte (San Jose, CA)
- …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 + Passion for leveraging technology and… more