• Financial Solutions Advisor

    Bank of America (Carmel, CA)
    Financial Solutions Advisor Registration Candidate- Saratoga, Santa Cruz, Monterey Areas Watsonville, California;Capitola, California; Salinas, ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Watsonville/ Financial - Solutions - Advisor - Registration -Candidate--Saratoga--Santa-Cruz--Monterey-Areas\_25038469-1) **Job Description:**… more
    Bank of America (09/25/25)
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  • Advisor Development Program…

    Bank of America (Paso Robles, CA)
    Advisor Development Program - Financial Solutions Advisor Trainee: Paso Robles Financial Center Paso Robles, California **To proceed with your ... and effective. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all...**Role Specifics:** As an Advisor Development Program Financial Solutions Advisor Stage I… more
    Bank of America (08/01/25)
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  • Financial Solutions Advisor

    Bank of America (Carmel, CA)
    Financial Solutions Advisor - Saratoga, Santa Cruz, Monterey Areas Capitola, California;Salinas, California; Salinas, California; San Jose, California; ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Capitola/ Financial - Solutions - Advisor --Saratoga--Santa-Cruz--Monterey-Areas\_25038470) **Job Description:** Please Note… more
    Bank of America (09/25/25)
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  • Financial Advisor

    Edward Jones (Oakhurst, 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...our comprehensive training program? + Delivering personalized investment and financial solutions to your clients? + Taking… more
    Edward Jones (10/10/25)
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  • Senior Home Lending Advisor

    JPMorgan Chase (Visalia, CA)
    …everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive ... our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional...to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a… more
    JPMorgan Chase (08/08/25)
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  • Tax Senior - Strategic Partnership…

    Deloitte (Fresno, CA)
    …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... a passion for client consultation, improving computational software applications and proprietary solutions , we have the career opportunity to keep you buzzing! Work… more
    Deloitte (10/25/25)
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  • Tax Manager - Nat'l Federal Tax Services…

    Deloitte (Fresno, CA)
    …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... If you have a passion for improving computational software applications and proprietary solutions , we have the career opportunity to keep you buzzing! Work You'll… more
    Deloitte (10/25/25)
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  • Wealth Relationship Manager

    Citigroup (Fresno, CA)
    …a client's banking, credit and investment needs and goals to provide holistic financial solutions . + Provide regular value-added engagement with clients- High ... partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) +… more
    Citigroup (08/28/25)
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