- Bank of America (San Jose, CA)
- …Banking, as well as Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... a defined path to become a successful and independent financial advisor . You will have the opportunity...66) licenses.** + Two years' experience working in the financial service industry and/or a sales environment… more
- Thrivent Financial (Pleasanton, CA)
- Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them ... advisor onboarding program. Job Description As a Thrivent Financial advisor , you'll: + Build a ...at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products, securities and… more
- Edward Jones (Scotts Valley, 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...experience within the securities/ financial services industry + Financial services and/or sales experience + … more
- Elevance Health (Palo Alto, CA)
- …check, or ask you for payment as part of consideration for employment. **Business Change Advisor Sr - Sales Incentive Plans** + Job Family: BSP > Business ... + IA, W DES MOINES + VA, ROANOKE + MA, WOBURN **Description** **Business Change Advisor Sr - Sales Incentive Plans** **Location:** This position will work a… 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. ... insurance strategies, as well as the development of financial plans for clients. Grows and retains an investment...book of business. Owns the client experience, efficiently handling sales and service, identifying sales and/or executing… more
- Bank of America (San Jose, CA)
- Financial Solutions Advisor - Consumer Investments- Greater Bay Region San Francisco, California;San Jose, California; Mountain View, California; Santa Rosa, ... Has at least one year experience working in the financial service industry and/or a sales environment...and/or Chartered Retirement Planning Counselor (CRPC). + Obtained your insurance licenses. **Skills:** + Account Management + Advisory +… more
- Robert Half Finance & Accounting (San Jose, CA)
- …and more details, please reach out to Michael Lauer via LinkedIn Wealth Advisor Los Gatos (Hybrid) $125K-$175K + Bonus and Profit Sharing + Excellent Benefits ... and foundations across separately managed accounts and mutual funds. The Wealth Advisor position is a critical role which supports and furthers the objectives… more
- Citigroup (Sunnyvale, CA)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and... advisory capacity . Experience in a proactive, successful sales and service role in the financial … more
- H&R Block (San Jose, CA)
- **498791BR** **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:** 498791BR **City:** San Jose… more
- BMO Financial Group (San Jose, CA)
- Provides advisory-based sales and relationship management to attract, retain and grow a portfolio of prospect and client relationships and deliver an exceptional ... advice and solutions designed to meet the client's specific financial planning needs. Coordinates and integrated team of subject...client. + Develops and executes the business development strategy, sales targets and the sales results for… more
- Kestra Financial (Palo Alto, CA)
- …to learn, advance, and excel? The Senior Sales Associate reports to the Financial Advisor and is critical in meeting clients' needs and developing prospects. ... manage both client and prospect workflow + Communicate client requests to the Financial Advisor . + Deepen client relationships and establish credibility and… more
- ADP (Pleasanton, CA)
- ADP is hiring a **Broker** ** Sales Representative, Major Accounts.** + **_Are you ready to control your financial future with unlimited upside earnings ... with 50 -- 999 employees. You will manage complete sales cycles, sell ADP's suite of solutions (40+ products...here. **Collaborate** **Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal… more
- ADP (Pleasanton, CA)
- ADP is hiring a ** Sales Executive** . + **_Are you ready to...your next best job where you can elevate your financial future?_** + **_Are you looking to join a ... it read on and see for yourself! As a ** Sales Executive** , you'll lead a team of field-based...members the best that they can be. + **Trusted Advisor ** . You live and breathe integrity and deliver… more
- ADP (Pleasanton, CA)
- …Read on and decide for yourself.** In this role, you'll be a trusted advisor to our clients, using your HR experience, ADP product expertise, and consulting skills ... of increasing client satisfaction and retention. Works directly with the client or advisor and internal teams to oversee and bring resolution to complex client… more
- BMO Financial Group (San Ramon, CA)
- …customers and prospects. Understands the needs of BMO customers or prospects to provide sales and service in the best interests of the customer. Advises customers on ... products and strategies that meet their financial objectives. Identifies and makes referrals to other business...Identifies and makes referrals to other business groups. Supports sales and customer service activities to meet strategic customer… more
- BMO Financial Group (San Jose, CA)
- …pricing, and services; links customer to business partner experts based on key financial decisions. + Achieves results and meets sales targets by acquiring ... Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes...deliver the desired customer experience. + Uses a consultative sales process to develop strong customer relationships; acts as… more
- PNC (Campbell, CA)
- …California Market. PNC Business Bankers provide cash flow solutions to businesses with annual sales from $1 million to $5 million. As a trusted advisor within ... flow conversations with clients and prospects. Additionally, you will manage the on-going sales cycle to optimize the cash flow of our business customers so they… more
- Sharp Electronics Corporation (Pleasanton, CA)
- …corporate directed policy and procedure. This role also serves as the senior financial and business advisor to Branch Leadership in multiple branch locations, ... Business Systems** Sharp Business Systems (SBS) is a direct sales division of Sharp Electronics Corporation, the US based...Financial protection for you and your family (life insurance and disability insurance ) + Rewarding and… more
- ADP (Milpitas, CA)
- ADP is hiring a ** Sales Representative, Human Resources Outsourcing (HRO).** + **_Are you ready for your next best job where you can elevate your financial ... decide for yourself. In this role, you will close sales and win new business within a defined territory....+ **Collaborate Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal… more
- H&R Block (Palo Alto, CA)
- …relationships that will grow stronger each year. Joining H&R Block as a **Block Advisor Accelerated Tax Associate** means you will have the support of an expert team ... experience in a customer service or retail environment + Sales and/or marketing experience + Experience working in a...help associates plan for their unique health, well-being, and financial wellness needs. + **Medical coverage** - allows eligible… more