NewFinancial Services Advisor MONTERRA CREDIT UNIONFinancial Services AdvisorSan Mateo, CA$25–$31 / hourOpens new membership, checking, money market, investment certificate, IRA, Trust, Uniformed Transfer to Minor Accounts, and carries out requests on deceased accounts and fraud situations. Provides service that aligns with the Credit Union’s mission of passionately delivering relevant products, services, and education tailored to help our members, employees, and communities achieve their financial goals.
CFO Advisor Joseph Michaels InternationalCFO AdvisorSan Jose, CAYou'll leverage your expertise to help us navigate growth challenges, optimize financial operations, and prepare for a successful IPO.Key Responsibilities Offer strategic advice on financial planning, budgeting, and forecasting to support rapid scaling. Strong track record in financial strategy, fundraising, and scaling operations in a Silicon Valley or similar fast-paced environment.
Wealth Advisor, Wealth Advisory Charles SchwabWealth Advisor, Wealth AdvisoryCampbell, CAClient Experience: Ability to build trust by listening actively, asking thoughtful questions, and clearly translating complex financial concepts into guidance clients can understand and act on. • Coachability: Actively seeks, receives, and applies feedback; communicates openly about development needs and adjusts approach to continuously improve advisory effectiveness.
Trusts and Estates Attorney JobotTrusts and Estates AttorneySan Jose, CA$170,000–$240,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The ideal candidate will have a strong background in sophisticated estate planning, wealth transfer strategies, and trust administration, with the ability to manage complex client relationships and deliver tailored legal solutions.
Trusts and Estates Paralegal JobotTrusts and Estates ParalegalSan Jose, CA$120,000–$160,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Draft and review estate planning documents, including revocable and irrevocable trusts, wills, powers of attorney, advance healthcare directives, and beneficiary designations.
Financial Advisor Northwestern MutualFinancial AdvisorCampbell, California$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorSan Mateo, CA$45,000–$100,000 / yearEdward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.
Personal Financial Advisor Sales MatchPersonal Financial AdvisorSan Jose, CaliforniaRemoteIf you are passionate about personal finance and enjoy helping clients plan for their future, this is a great opportunity for you to work remotely and make a meaningful impact. In this role, you will provide individualized financial advice to clients, helping them manage their personal finances and achieve their financial goals.
Merrill Advisor Development Program - Financial Advisor: Silicon Valley Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Silicon Valley MarketSan Jose, CA$80,000–$90,000 / yearWe provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Hawaii pay and benefits information Hawaii pay range: $80,000.00 - $90,000.00 annualized salary, offers to be determined based on experience, education and skill set. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRAShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.
Merrill Advisor Development Program- Financial Advisor: Palo Alto Market Bank of America CorpMerrill Advisor Development Program- Financial Advisor: Palo Alto MarketPalo Alto, CA$80,000–$90,000 / yearThe following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRAShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Senior Financial Advisor CoreTechsSenior Financial AdvisorSanta Clara, CA$140,000–$200,000 / yearKnowledge: Deep experience with at least one of our niches: highly comped tech employees (RSU/ISO/NSO), complex small business planning, or high-touch retirement distribution strategies. Since our founding in 2022, we have maintained a high-growth trajectory by providing personalized planning and wealth management to three niches: Tech Professionals (Equity/RSU/ISO planning), Small Business Owners, Retirees.
NewFinancial Advisor (Foster City) SummitryFinancial Advisor (Foster City)Foster City, CA$115,000–$150,000 / yearAdvisors maintain a focused client base (typically fewer than 100 households) and manage an established book of client relationships while contributing to organic growth through client referrals, COI relationships, and partnership with the firm’s Business Development team. CFP Certified (or 7 years of advisory services in a lead-advisor role, with comprehensive financial planning and business development experience; must pass the CFP within 2 years of hire).
Senior Financial Advisor (Foster City) SummitrySenior Financial Advisor (Foster City)Foster City, CA$150,000–$225,000 / yearAdvisors maintain a focused client base (typically fewer than 100 households) and manage an established book of client relationships while contributing to organic growth through client referrals, COI relationships, and partnership with the firm’s Business Development team. The Senior Financial Advisor (SFA) serves as the primary relationship owner for high-net-worth clients, delivering comprehensive financial planning and investment guidance.
Financial Advisor - Greater San Francisco Bay Area Thrivent Financial for LutheransFinancial Advisor - Greater San Francisco Bay AreaSan Jose, CAThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
VP Financial Advisor Wealth Enhancement Group AcquisitionVP Financial AdvisorSouth San Francisco, CA$164,000–$250,000 / yearActual compensation within this range will depend on your qualifications, skills, and credentials, educational and professional experience and actual compensation will depend on your productivity and sales numbers and can be below or exceed the range. OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
Associate Financial Advisor (Foster City) SummitryAssociate Financial Advisor (Foster City)Foster City, CA$85,000–$115,000 / yearThe Associate Financial Advisor (AFA) is a client-facing advisor-in-training role responsible for managing and growing relationships, while building the technical and advisory skills required to become a Financial Advisor. Join an innovative and collaborative team dedicated to becoming the most admirable advisory firm, helping families thrive amid the unique opportunities and challenges of life in the Bay Area.
Financial Solutions Advisor - Newark Financial Center Bank of America CorpFinancial Solutions Advisor - Newark Financial CenterNewark, CA$70,000–$80,000 / yearResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Financial Solutions Advisor - San Ramon Financial Center Bank of America CorpFinancial Solutions Advisor - San Ramon Financial CenterSan Ramon, CA$70,000–$80,000 / yearAcknowledge Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Financial Advisor - BMO Bank LPL Financial ServicesFinancial Advisor - BMO BankBurlingame, CA$100,000–$140,000 / yearThis employment opportunity at BMO Bank in Burlingame, CA would allow you to join the Investment Program at BMO Bank as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to BMO Bank for financial solutions.
Financial Advisor - Patelco Credit Union LPL Financial ServicesFinancial Advisor - Patelco Credit UnionSan Mateo, CAThis employment opportunity at Patelco Credit Union in San Mateo, CA would allow you to join the Investment Program at Patelco Credit Union as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Patelco Credit Union for financial solutions.
At‑Work Financial Advisor - BMO Bank LPL Financial ServicesAt‑Work Financial Advisor - BMO BankSan Jose, CA$100,000–$140,000 / yearThis employment opportunity at BMO Bank in San Jose, CA would allow you to join the Investment Program at BMO Bank as a At‑Work Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to BMO Bank for financial solutions.
NewFinancial Advisor Golden Summit Wealth & Insurance Solutions a MassMutual FirmFinancial AdvisorSan Jose, CA$90,000–$150,000 / yearAt Golden Summit Wealth, you can continue developing your own practice while gaining access to mentorship, joint work, planning resources, in-house specialists, and a collaborative advisor community. Golden Summit Wealth & Insurance Solutions is looking for financial advisors, insurance advisors, financial representatives, and licensed professionals with at least one year of industry experience.
Financial Solutions Advisor- Hayward and Milpitas Area Bank of America CorpFinancial Solutions Advisor- Hayward and Milpitas AreaSan Jose, CA$70,000–$80,000 / yearResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Back to search results Financial Solutions Advisor- Hayward and Milpitas Area San Jose, California; Castro Valley, California; Union City, California; Fremont, California; Milpitas, California; Newark, California; Fremont, California; Milpitas, California; Union City, California; Fremont, California; San Leandro, California; San Jose, California; Hayward, California Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Financial Solutions Advisor- Peninsula Area Bank of America CorpFinancial Solutions Advisor- Peninsula AreaSan Mateo, CA$70,000–$80,000 / yearResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Back to search results Financial Solutions Advisor- Peninsula Area San Mateo, California; San Francisco, California; San Francisco, California; Foster City, California; Daly City, California; Belmont, California; San Francisco, California; South San Francisco, California; San Francisco, California; San Mateo, California; Millbrae, California; San Bruno, California; Burlingame, California; San Francisco, California; Daly City, California; San Francisco, California Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Financial Solutions Advisor - Greater Oakland Area Bank of America CorpFinancial Solutions Advisor - Greater Oakland AreaOakland, CA$70,000–$80,000 / yearAcknowledge Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Financial Solutions Advisor- San Jose Area Bank of America CorpFinancial Solutions Advisor- San Jose AreaSan Jose, CA$70,000–$80,000 / yearResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Back to search results Financial Solutions Advisor- San Jose Area San Jose, California; San Jose, California; San Jose, California; San Jose, California; San Jose, California; San Jose, California; Campbell, California; Santa Clara, California; Santa Clara, California; San Jose, California Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Financial Solutions Advisor- Silicon Valley Area Bank of America CorpFinancial Solutions Advisor- Silicon Valley AreaCupertino, CA$70,000–$80,000 / yearResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Back to search results Financial Solutions Advisor- Silicon Valley Area Cupertino, California; Mountain View, California; Menlo Park, California; Cupertino, California; Palo Alto, California; Sunnyvale, California; Redwood City, California; San Carlos, California; Cupertino, California; Redwood City, California; Los Altos, California; Mountain View, California Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Financial Solutions Advisor- Saratoga, Santa Cruz, Monterey Areas Bank of America CorpFinancial Solutions Advisor- Saratoga, Santa Cruz, Monterey AreasCapitola, CA$70,000–$80,000 / yearResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Back to search results Financial Solutions Advisor- Saratoga, Santa Cruz, Monterey Areas Capitola, California; Salinas, California; Salinas, California; San Jose, California; Saratoga, California; San Jose, California; Morgan Hill, California; Santa Cruz, California; Scotts Valley, California; Aptos, California; Carmel, California; Los Gatos, California; Monterey, California; San Jose, California; Salinas, California; Watsonville, California; Gilroy, California; Hollister, California Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Financial Advisor - BMO Bank LPL Financial Holdings IncFinancial Advisor - BMO BankSanta Cruz, CA$100,000–$140,000 / yearThis employment opportunity at BMO Bank in Santa Cruz, CA would allow you to join the Investment Program at BMO Bank as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to BMO Bank for financial solutions.
At‑Work Financial Advisor - BMO Bank LPL Financial Holdings IncAt‑Work Financial Advisor - BMO BankSan Jose, CA$100,000–$140,000 / yearThis employment opportunity at BMO Bank in San Jose, CA would allow you to join the Investment Program at BMO Bank as a At‑Work Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to BMO Bank for financial solutions.
Financial Advisor - Patelco Credit Union LPL FinancialFinancial Advisor - Patelco Credit UnionSan Mateo, CaliforniaThis employment opportunity at Patelco Credit Union in San Mateo, CA would allow you to join the Investment Program at Patelco Credit Union as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Patelco Credit Union for financial solutions.
Lead Financial Advisor - Pleasanton, CA Advisor Talent SolutionsLead Financial Advisor - Pleasanton, CAPleasanton, CaliforniaIf you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service; always putting clients first.
Personal Financial Advisor - Remote YO AI LabsPersonal Financial Advisor - RemoteSan Jose, CARemoteThis high-bar role offers you the chance to impact how tomorrow's advisors and clients will make better financial decisions—through your expert input, judgment, and real-world experience. Provide clear, structured written feedback to help enhance AI systems' ability to support advisors and end clients with diverse financial needs.
Investment Executive (Financial Advisor) Northern, CA - East Bay Fifth Third BankInvestment Executive (Financial Advisor) Northern, CA - East BaySan Leandro, CAConduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.
Associate Financial Advisor RIA RecruitingAssociate Financial AdvisorLos Gatos, CA$120,000–$150,000ASL Financial, LLC is a boutique financial planning, tax, and investment advisory practice serving individuals, families, business owners, ERISA plans, divorce clients, and high-net-worth clients with complex planning needs. Depending on the candidate's background, this role could emphasize financial planning, tax planning and preparation, divorce financial analysis, investment operations, client service, or brokerage/advisory account support.
Associate Financial Advisor (Remote) RIA RecruitingAssociate Financial Advisor (Remote)Los Gatos, CARemote$120,000–$150,000 / yearASL Financial, LLC is a boutique financial planning, tax, and investment advisory practice serving individuals, families, business owners, ERISA plans, divorce clients, and high-net-worth clients with complex planning needs. Depending on the candidate's background, this role could emphasize financial planning, tax planning and preparation, divorce financial analysis, investment operations, client service, or brokerage/advisory account support.
Financial Advisor BMO (Bank of Montreal)Financial AdvisorSanta Cruz, CA$57,500–$106,500 / yearBuilds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run function.
Financial Solutions Advisor Registration Candidate- East Bay Market Bank of America CorpFinancial Solutions Advisor Registration Candidate- East Bay MarketFremont, CA$28.85–$33.65 / hourOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills youve learned by growing and deepening relationships within a portfolio of clients. Merrill Lynch, Pierce, Fenner & Smith Incorporated, also referred to as "MLPF&S" or "Merrill," makes available certain investment products sponsored, managed, distributed, or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Financial Solutions Advisor Registration Candidate- Saratoga-Monterey Market Bank of America CorpFinancial Solutions Advisor Registration Candidate- Saratoga-Monterey MarketGilroy, CA$28.85–$33.65 / hourMerrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp."). Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clients.
Financial Solutions Advisor Registration Candidate- San Jose Market Bank of America CorpFinancial Solutions Advisor Registration Candidate- San Jose MarketSan Jose, CAOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I you will typically progress into the next role Financial Solutions Advisor Stage II where you will continue to practice the skills youve learned by growing and deepening relationships within a portfolio of clients. I was provided with dedicated study time training and support On screen copy While studying for Security Licenses the Academy at Bank of America provides Dedicated study time Training Support while I obtained my Securities Industry Essentials Series 7 and Series 66 licenses.
NewFinancial Solutions Advisor Registration Candidate- Silicon Valley Market Bank of AmericaFinancial Solutions Advisor Registration Candidate- Silicon Valley MarketCupertino, CaliforniaOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
TikTok Ads Financial Crime Compliance Advisor - Global Payment TikTok IncTikTok Ads Financial Crime Compliance Advisor - Global PaymentSan Jose, CAYou will be responsible for proactively identifying risks associated with new and existing products or services, enhancing the TikTok Ads control framework by designing effective controls, and embedding financial crimes compliance into the product lifecycle. About the Team: We are seeking an experienced FCC Advisory professional to join the Global Payments Financial Crimes Compliance (FCC) team in support of our fintech operations tailored to support our dynamic TikTok Ads platform environment.
Financial Solutions Advisor Registration Candidate - Boston Market Bank of AmericaFinancial Solutions Advisor Registration Candidate - Boston MarketBelmont, CaliforniaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Entry-Level Financial Planning Advisor (Remote) (Remote) Traction Forge FinancialEntry-Level Financial Planning Advisor (Remote) (Remote)San Jose, CARemoteBy partnering with leading Fortune 500 companies and top financial institutions, we are able to provide complimentary financial assessments designed to help individuals, families, and business owners identify opportunities to improve their financial position and work toward their long-term goals. At Traction Forge Financial, leveraging the strength of GFI, our mission is centered around helping individuals and families build stronger financial futures through education, guidance, and personalized financial strategies.
Financial Aid Advisor Unitek Learning IncFinancial Aid AdvisorSan Jose, CA$25–$31 / hourYou will be responsible for administering, determining eligibility, and processing student financial aid to maintain positive cash flow, in addition to other related tasks for the financial aid department. As a leading healthcare education organization, Unitek Learning's family of schools helps thousands of students launch and accelerate their careers every year.
Entry-Level Financial Planning Advisor (Remote) Traction Forge FinancialEntry-Level Financial Planning Advisor (Remote)San Jose, CARemoteBy partnering with leading Fortune 500 companies and top financial institutions, we are able to provide complimentary financial assessments designed to help individuals, families, and business owners identify opportunities to improve their financial position and work toward their long-term goals. At Traction Forge Financial, leveraging the strength of GFI, our mission is centered around helping individuals and families build stronger financial futures through education, guidance, and personalized financial strategies.
Senior Wealth Advisor Columbia Banking System, Inc.Senior Wealth AdvisorSan Jose, CAThe Senior Wealth Advisor is expected to consistently maintain and build a book of business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. They also must have the ability to grow and manage a large book of business encompassing business development, financial planning, asset management, pipeline management, and a high-level understanding of most client financial considerations.
Senior Wealth Advisor Columbia BankSenior Wealth AdvisorSan Jose, CAThe Senior Wealth Advisor is expected to consistently maintain and build a book of business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. They also must have the ability to grow and manage a large book of business encompassing business development, financial planning, asset management, pipeline management, and a high-level understanding of most client financial considerations.
J.P. Morgan Advisors - Senior Client Associate - Palo Alto, CA JPMorgan Chase & CoJ.P. Morgan Advisors - Senior Client Associate - Palo Alto, CAPalo Alto, CAProvide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Job responsibilities: Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
Regional Director, Independent Advisors (Remote/In-Territory Eligible) - Northern California Dimensional Fund AdvisorsRegional Director, Independent Advisors (Remote/In-Territory Eligible) - Northern CaliforniaCARemoteJust as important, the Regional Director must have a strong business development and client service orientation and understand the issues and challenges Advisors face in building a client-centric, fee-based business. • Present Dimensional Fund Advisors investment capabilities, investment theory and performance to Financial Advisors, branch offices, company conferences and industry functions.