- Edward Jones (Alamo, 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...State insurance licenses will be required. + As an associate , you are required to complete ongoing training offered… more
- Edward Jones (Berkeley, 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
- H&R Block (Lafayette, CA)
- **524405BR** **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 ... 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… more
- Raymond James Financial, Inc. (Walnut Creek, CA)
- …business summary reports and client-specific reporting as needed for review by the financial advisor . * Oversees the process of outside account reporting, ... industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative...* May enter orders at the direction of the Financial Advisor . * Actively engages in available… more
- Morgan Stanley (Walnut Creek, CA)
- …needs as examples * Input orders at the direction of clients and/or Financial Advisor (s), discuss reinvestment options and corporate actions with clients at ... Review and take appropriate action on client account alerts *OTHER* * Partner with Financial Advisor (s) in developing a business plan and delivering against a… more
- Morgan Stanley (Walnut Creek, CA)
- …Client Service Associates provide exceptional service to our clients and supportFinancial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teamson a daily ... or more years of industry experience preferred *Knowledge/Skills* * Knowledge of financial services products, including but not limited to equities, bonds, options,… more
- Morgan Stanley (Oakland, CA)
- …SUMMARY* Client Service Associates provide exceptional service to our clients and support Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teams ... employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Client Service Associate **Location:** *California-Oakland* **Requisition ID:**… more
- H&R Block (Lafayette, CA)
- …+ **High school diploma / equivalent or higher** **Posting Title:** **Block Advisor Tax Associate ** **Sponsored Job:** **\#6549** **Pay Range Minimum:** **11** ... **524883BR** **Title:** Tax Associate **Our Company** **:** At H&R Block, we...help associates plan for their unique health, wellbeing and financial wellness needs.** + **Employee Assistance Program** **with Health… 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 **Job Description:** Merrill Wealth...other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients… more
- Robert Half Finance & Accounting (Pleasanton, CA)
- …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 comprehensive wealth management and financial planning services to both… more
- Stryker (Walnut Creek, CA)
- …please visit our website at www.stryker.com. **About the Role** As a Trauma Sales Associate , you will work with a high degree of intensity and commitment to support ... helping people, and committed to building strong relationships as a trusted advisor to our clients. **Required Skills** * **Integrity** : Reliable, dependable,… 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
- Elevance Health (Walnut Creek, CA)
- …you will make an impact:** + Serves in a leadership capacity and advisor to market teams, leading associate resources, special projects/initiatives, and/or ... priorities for field staff and may be involved in associate development and mentoring. + May work on projects...negotiations. + May work with analytics teams to prepare financial projections and conducts analysis to support provider discussions.… more