- Bank of America (San Jose, CA)
- Registered Wealth Management Client Associate San Jose, California **Job Description:** At Bank of America, we are guided by a common purpose to help ... Join us! **Job Description:** This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities… more
- Morgan Stanley (Menlo Park, CA)
- …**Job:** ** Wealth Management* **Title:** *Private Wealth Management Registered Client Service Associate **Location:** *California-Menlo Park* ... *POSITION SUMMARY:* Registered Client Service Associates (CSAs) help shape the future of service by modernizing the client experience through an elevated… more
- Robert Half Finance & Accounting (Pleasanton, CA)
- …If interested, please contact Yuzo Shimura on LinkedIn at Robert Half Title: Client Service Associate Location: Pleasanton Salary: 75k-85k About the Company: The ... company is a rapidly expanding registered investment advisor (RIA) firm that specializes in providing...investment advisor (RIA) firm that specializes in providing comprehensive wealth management and financial planning services to both individuals… more
- Morgan Stanley (San Jose, CA)
- …its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** * Registered Client Service Associate * **Location:** *California-San ... *POSITION SUMMARY:* Registered Client Service Associates provide exceptional...service to our clients and supportFinancial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teamson a daily basis. Through regular… more
- Atria Wealth Solutions (San Jose, CA)
- …relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor Associate to join its growing team providing retirement and investment services to ... is growing its Investment Team! We are a looking for a Financial Advisor Associate (FAA) to provide retirement and investment services for our members to support our… more
- Edward Jones (San Jose, CA)
- …clients to help them achieve their long-term financial goals: retirement, building wealth , estate strategies, funding education and more. As a financial advisor with ... contribute to the firm's purpose. They deeply understand the client 's goals and why they are important to accelerate...of the way, providing:** + Paid training - Get registered and licensed and learn how to be a… more