- Thrivent Financial (Stockton, CA)
- Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them ... comprehensive advisor onboarding program. Job Description As a Thrivent Financial advisor , you'll: + Build a financial practice guiding Christians on… more
- 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 ... retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice,… 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 ... practice your way - with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by… more
- Edward Jones (Stockton, 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 ... retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice,… more
- Bank of America (Stockton, CA)
- …as core Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... and guidance through a defined path to become a successful and independent financial advisor . You will have the opportunity to work with both affluent and high… more
- Bank of America (Brentwood, CA)
- Financial Solutions Advisor Development Program- Consumer Investments- Central CA Region Danville, California;Brentwood, California; Danville, California; ... individual who is passionate about helping clients reach their financial goals, join Bank of America's ** Advisor ...their financial goals, join Bank of America's ** Advisor Development Program** and become an investment specialist in… more
- Bank of America (Danville, CA)
- Financial Solutions Advisor - Consumer Investments- Central CA Region Danville, California;Fairfield, California; Madera, California; Modesto, California; ... are guided by a common purpose to help make financial lives better through the power of every connection....offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …an outstanding wealth management firm in the East Bay as an Associate Advisor . Enjoy a hybrid role with flexibility and ample growth opportunities, working alongside ... professional fulfillment and personal success! Some Responsibilities of an Associate Advisor Includes: + Support Senior and Lead Advisors in creating, implementing,… more
- Deloitte (Pleasanton, CA)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... Hedge funds-Are you a leader and passionate about financial products and understand tax planning and returns, identifying complex tax issues for a variety of hedge… more
- Atria Wealth Solutions (Dublin, CA)
- …planning, and tracking of attendees for seminars and workshops. + Assists Financial Advisor with travel arrangements and other travel-related items. + ... and supports relationships with clients. + Listens effectively and empathetically to Financial Advisor , prospects, and clients, gathering facts, making written… more
- Morgan Stanley (Pleasanton, 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 ... take appropriate action on client account alerts *OTHER* * Partner with Financial Advisor (s) in developing a business plan and delivering against a client… more
- Deloitte (Pleasanton, CA)
- …If not CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... clients make more informed, strategic decisions relevant to their personal financial comfort, business and investment needs, family legacy, and charitable giving… more
- Deloitte (Pleasanton, CA)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... tax services to a broad range of Investment Management companies. Our financial services clients include investment advisers and administrators from every sector of… more
- Deloitte (Pleasanton, CA)
- …If not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) + Ability ... to travel up to 25%, on average, based on the work you do and the clients and industries/sectors you serve Preferred + Advanced degree such as Masters of Tax, JD, and/or LLM + Previous Big 4 or large CPA firm experience + Demonstrated effective verbal and… more
- JPMorgan Chase (Dublin, CA)
- Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products ... to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a...impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a… more
- H&R Block (Stockton, CA)
- **498798BR** **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
- 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, ... Regional Branch Controller is responsible for the Management of Branch financial and administrative operations in multiple locations (Bellevue/Seattle and San… more
- Livermore Ford (Livermore, CA)
- …these characteristics, and you are ready for a career that leads to personal success and financial security, please submit your resume for immediate consideration. ... We are offering an opportunity for a rewarding career! Our experienced Advisors are earning over $100K per year!!. We offer: * Highly competitive compensation * Paid training and development * Medical, Vision and Dental Benefits * 401(k) with company match *… more
- BMO Financial Group (Brentwood, CA)
- **_The mission of Premier Services is to help mass affluent clientele make real financial progress by understanding and planning for what comes next._** A BMO Senior ... partners with multiple branch locations and a team of financial advisors to identify new opportunities and deliver a...to develop strong customer relationships; acts as client's trusted advisor and primary point of contact. + Proactively works… more
- BMO Financial Group (San Ramon, CA)
- …internal stakeholders for accurate and detailed client information and provides accurate financial analysis and risk assessment of new and existing customers + ... Participate in the development of financial models and other analytical tools to assist clients...expert for internal/external stakeholders + Act as a trusted advisor to assigned business/group + Identify cross-selling opportunities to… more