- Robert Half Finance & Accounting (Danville, CA)
- …a firm where you can make a real impact for high-net-worth clients. As an Associate Advisor , you'll take ownership of client relationships, drive financial ... Description Michelle Espejo with Robert Half Financial Services is recruiting for an Financial Planner at a Thriving Wealth Management. This is a full-time… more
- Edward Jones (Stockton, CA)
- …volume of applicants. 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
- Bank of America (Tracy, CA)
- Credit Solutions Advisor - Tracy Financial Center Tracy, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer ... Associate , Lending Client Support Manager, Lending Specialist, Senior Banker, Business Solutions Advisor or Financial Solutions Advisor at Bank of America… more
- Edward Jones (Stockton, 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...mutual trust, respect, feedback, and accountability. + As an associate , you are required to complete ongoing training offered… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …growth, and reach long-term goals. About the Role The firm is seeking an Associate Wealth Advisor to join its collaborative and client-focused team. This ... high-net-worth individuals, families, and businesses gain clarity and confidence in their financial future. The firm takes a highly personalized approach that goes… more
- Robert Half Finance & Accounting (Danville, CA)
- …Michelle Espejo with Robert Half Financial Services is recruiting for a Lead Advisor at a Thriving Wealth Management. This is a full-time permanent role based in ... clients to deliver strategies that truly make an impact. The lead advisor owns the client relationships and is responsible for managing to-do's, preparing… more
- H&R Block (Pleasanton, CA)
- …and play, our door is always open. A Typical Day Joining us as an Associate Team Leader, you'll support a single retail office during tax season to consistently ... offerings can help associates plan for their unique health, wellbeing and financial wellness needs. + Employee Assistance Program with Health Advocate. + Wellbeing… 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 ... turn-key approach to LTC and Insurance solutions. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work within a team… more
- H&R Block (Tracy, CA)
- …that will grow stronger every year. Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business services needs year-round. ... with complex tax and business service needs. We assist our clients in reaching their financial goals year-round. It would be even better if you also had + CPA or… more
- H&R Block (Tracy, CA)
- …benefit offerings can help associates plan for their unique health, well-being, and financial wellness needs. + Medical coverage - allows eligible associate ... the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident… more
- Walmart (Concord, CA)
- …to plan for and drive sales improve the service experience and elevate associate engagement utilizing hand held technology and systems to make immediate business ... and wallet! -Health benefits include medical, vision and dental coverage - Financial benefits include 401(k), stock purchase and company-paid life insurance -Paid… more
- Raymond James Financial, Inc. (Walnut Creek, CA)
- …branch office. + With a high level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and ... industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative...and client-specific reporting as needed for review by the financial advisor . + Creates and maintains records… more
- JPMorgan Chase (Lafayette, 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
- Bank of America (Walnut Creek, 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 Walnut Creek, California **To proceed with your...other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients… more
- ADP (Pleasanton, CA)
- …a **Sales Representative, Major Accounts.** + **_Are you ready to control your financial future with unlimited upside earnings potential?_** + **_Do you want a ... life-long friendships here. **Collaborate** **Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal partners, and… more
- ADP (Pleasanton, CA)
- …(HRO).** + **_Are you ready for your next best job where you can elevate your financial future?_** + **_Are you looking to grow your career with a formal career path ... life-long friendships here. + **Collaborate Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal partners, and overall… more
- Zions Bancorporation (Walnut Creek, CA)
- …Treasury Management professional with a passion for solving complex financial challenges and delivering tailored solutions? We're seeking a high-performing ... , you will lead with insight and influence-serving as a strategic advisor to commercial clients while driving revenue growth through thoughtful, solution-based… more
- Amazon (Stockton, CA)
- … Associate Advocacy & Cultural Leadership - Serve as a trusted safety advisor and advocate for associate wellbeing, building strong partnerships across all ... package, in addition to a full range of medical, financial , and/or other benefits. For more information, please visit… more
- Compass Group, North America (Concord, CA)
- …maintain driver qualification files in partnership with HR and Safety ** Financial Oversight** + Lead budgeting, forecasting, and reporting + Monitor cost-per-mile, ... on contracts, training, and communications + Serve as fleet SME and advisor to senior leadership **Qualifications** + Bachelor's degree in Business, Finance,… more
- Ross Stores, Inc. (Dublin, CA)
- …aligned with modern data and event\-driven architectures\. * Develop the internal AI Financial Mgmt and Ops practices collaborating with the CoE, Cloud Platform and ... AI tooling and practices\. * Act as an internal advisor and evangelist for AI transformation within the organization\....to resolve conflicts\. * Demonstrated ability to execute basic financial analysis, such as ROI, and TCO\. * Strong… more