- 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 (Sacramento, 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
- 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 (Albany, 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
- 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)
- …base and have the freedom to build your practice with full firm support. Job Title: Financial Advisor Location: San Ramon, CA | On-site (initially 5 days a week ... team works proactively to identify opportunities, mitigate risks, and deliver meaningful financial outcomes. This is a great opportunity to join a high-integrity,… more
- Columbia Bank (Sacramento, 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
- Columbia Bank (Sacramento, CA)
- Private Client Advisor Wealth Management South Jordan, Utah Bellevue, Washington Seattle, Washington Sacramento, California Greenwood Village, Colorado Los Angeles, ... and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best...Together for better. **About the Role:** Our Private Client Advisor will work with the high and ultra-high net… more
- JPMorgan Chase (Napa, 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
- UMB Bank (Sacramento, CA)
- **Trust Advisor I** Builds long-term client relationships through quality customer service, including anticipating client needs, clear communications, effective ... appropriate, for accounts without an assigned Portfolio Manager or Wealth Advisor , provides investment management services for clients, including assessment of the… 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
- UMB Bank (Sacramento, CA)
- **RETIREMENT CLIENT ADVISOR -DALLAS-FT. WORTH METROPLEX** The Retirement Client Advisor generates new business opportunities and manages a customer portfolio ... or Finance or combinations of education & experience preferred + 5+ years of financial services industry experience, with a minimum of 3 years of experience in a… more
- Raymond James Financial, Inc. (Sacramento, CA)
- …with financial advisors to drive department sales objectives and to increase financial advisor utilization within a specific territory. * Works closely with ... large audiences. * Meets specific objectives related to in-person financial advisor interaction as communicated from management....applied) or ability to obtain within 90 days. * Preferred: CAIA, CFP , CFA, CIMA, or MBA **Travel Requirements**… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- …Requirements + Bachelor's degree in Finance, Business, or related field. + Certified Financial Planner (TM) ( CFP (R)) required. + Series 65 or equivalent strongly ... Description Jennifer Fukumae with Robert Half Financial Service Group is partnering with a highly...is partnering with a highly regarded independent SEC-Registered Investment Advisor in Mill Valley to identify a Wealth Manager.… more
- Deloitte (Sacramento, 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 (Sacramento, 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
- Robert Half Finance & Accounting (Mill Valley, CA)
- …contribute to firm growth. Key Responsibilities + Serve as a trusted advisor for high-net-worth clients, delivering tailored financial planning and investment ... or related field. + Minimum 5 years of experience in financial planning or wealth management. + CFP (R) designation required. + Strong knowledge of financial … more
- Deloitte (Sacramento, 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 (Sacramento, 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
- Robert Half Finance & Accounting (Mill Valley, CA)
- …collaborative, growth-oriented environment. Key Responsibilities + Serve as lead advisor for high-net-worth clients, delivering comprehensive financial planning ... We're Looking For + 8+ years of experience in financial planning, wealth management, or investment advisory. + ...financial planning, wealth management, or investment advisory. + CFP (R) designation and Series 65 (or equivalent) required. +… more