NewWealth 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.
Investment Executive (Financial Advisor) Northern, CA - East Bay Fifth Third BancorpInvestment 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.
NewSenior Real Estate Investment Sales Advisor NAI Northern CaliforniaSenior Real Estate Investment Sales AdvisorSan Jose, CAAbout NAI Northern CaliforniaNAI Global is the largest commercial real estate brokerage network worldwide, with a focus on delivering high-quality service and fostering a collaborative environment.#J-18808-Ljbffr. Senior Investment AssociateWe are seeking Senior Investment Associates to focus on leasing and sales across various property types including Office, Industrial/Warehouse, Hospitality, Senior Housing, and Self-Storage.
NewSenior CRE Investment & Leasing Advisor NAI Northern CaliforniaSenior CRE Investment & Leasing AdvisorSan Jose, CANAI Northern California is seeking a Senior Investment Associate to focus on leasing and sales across a variety of property types including office, industrial/warehouse, hospitality, senior housing, and self-storage. The ideal candidate will be licensed to sell real estate in California and have a minimum of 2 years of experience in commercial real estate sales or leasing.
Associate Investment Analyst Edelman Financial Engines LLCAssociate Investment AnalystSanta Clara, CA$112,300–$149,700 / yearThis role complements the team's existing strengths and is designed for an analyst with some industry experience and an eagerness to grow, learn and collaborate, and who is ready to contribute thoughtfully to investment discussions while continuing to develop expertise under the guidance of senior leaders. As an Associate Investment Analyst on the Investment Management team, you'll play a pivotal role in supporting senior investment leaders - including the Chief Investment Strategist, in shaping the firm's economic, market, and investment commentary and perspectives.
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 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.
J.P. Morgan Wealth Management - Private Client Investment Associate - Santa Clara, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Santa Clara, CASanta Clara, CAAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
J.P. Morgan Wealth Management - Private Client Investment Associate - Dublin, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Dublin, CADublin, CAAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
Sr. Business Development Manager / Strategic Partnerships – Fintech, Investment & Institutional Relationships KORE1 TechnologiesSr. Business Development Manager / Strategic Partnerships – Fintech, Investment & Institutional RelationshipsPalo Alto, CA$140,000–$190,000 / yearYou will identify, develop, and manage relationships with family offices, hedge funds, investment firms, RIAs, brokerages, fintech platforms, professional investor networks, and other strategic financial partners that can help accelerate institutional credibility, qualified demos, and high-value user adoption. We are looking for a Senior Business Development Manager, Strategic Partnerships to help build our U.S. market presence through high-trust financial relationships, institutional credibility, and professional investor networks.
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.
J.P. Morgan Wealth Management - Private Client Investment Associate - San Mateo, CA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - San Mateo, CASan Mateo, CAFull timeAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
J.P. Morgan Wealth Management - Private Client Investment Associate - Redwood City, CA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - Redwood City, CARedwood City, CAFull timeAid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
Financial Solutions Advisor Registration Candidate- Peninsula Market Bank of America CorpFinancial Solutions Advisor Registration Candidate- Peninsula MarketSan Mateo, CA$28.85–$33.65 / hourShift & Hours Shift: 1st shift Location: United States of America Hours Per Week: 40 Learn more about this role | View transcript | Close transcript Video Transcript Summary Music in background throughout Bank of America® logo shown periodically throughout On screen copy: Advisor Training Programs On screen disclosure: Please see important information at the end of this video. 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 youve learned by growing and deepening relationships within a portfolio of clients.
J.P. Morgan Wealth Management - Private Client Advisor - Gilroy, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Gilroy, CAGilroy, CAUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of Americas households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Union City, CA and Surrounding Areas JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Union City, CA and Surrounding AreasUnion City, CAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - San Jose, CA (Oakland Rd and Brokaw Rd) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - San Jose, CA (Oakland Rd and Brokaw Rd)San Jose, CAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - South San Jose, CA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - South San Jose, CASan Jose, CAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Millbrae, CA and Surrounding Areas JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Millbrae, CA and Surrounding AreasMillbrae, CAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Menlo Park, CA and Surrounding Areas JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Menlo Park, CA and Surrounding AreasPalo Alto, CAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - North San Jose, CA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - North San Jose, CASan Jose, CAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Treasury Debt and Investments Manager SearchProsTreasury Debt and Investments ManagerMillbrae, CA$75.87–$91 / hourOversees the investment and management of the agencies' long-term investment portfolios, including the development of investment strategies for each, managing external portfolio managers, and following agency investment policies. " Works with Municipal Advisors to oversee the production of official statements for bond offerings and prepares portions of the official statements and closing of bond issues.
Investment Operations Associate Claire Myers ConsultingInvestment Operations AssociateRedwood City, CaliforniaThis individual will play a critical role in ensuring a seamless client experience, maintaining operational excellence, and supporting the firm's Advisors in delivering high-quality financial planning and investment services. The group provides flat-fee financial planning as well as wealth management services to their clients, and they currently have approximately $800M in assets under their care.
Investment Analyst Abacus Wealth PartnersInvestment AnalystSan Carlos, CAFull timeA background in investment research or a directly related area is key to being successful in this role, as is a quantitative background in financial modeling, and a broad understanding of financial economics, including knowledge of the Efficient Market Hypothesis, the Fama-French model, and material ESG risk factors. We carefully consider the impact our investments have on society and the environment, and work to create change in the financial services industry to build a more diverse and equitable profession and client base.
NewInvestment Banking Senior Manager Accenture PlcInvestment Banking Senior ManagerMountain View, CAKey responsibilities of the Investment Banking Consulting Senior Manager may include: Lead the design, execution, and governance of large-scale, complex transformation programs for global investment banks, spanning business, operational, regulatory, and digital operating model change. Provide senior leadership across dynamic consulting engagements with significant client interaction throughout the end-to-end trading lifecycle, including Front, Middle, Back Office, and Technology & Operations.
NewHead of Partner Investments Operations, Google Cloud Google LLCHead of Partner Investments Operations, Google CloudSunnyvale, CAAs the Head of Partner Investments Operations, you will be a pivotal executive leader responsible for the global operational strategy, design, and execution of Google Cloud"s goals partner incentive and investment portfolio. Excellent communication and stakeholder management skills, with the ability to influence and align teams across different functions and regions (Sales, Engineering, Finance, Legal).
NewDirector, Partner Solutions Investments Google LLCDirector, Partner Solutions InvestmentsSunnyvale, CAThe Cloud Partner Solutions Investments team is focused on accelerating the adoption of Google Cloud and leading the agentic transformation of Google Cloud's partner ecosystem by attracting and growing partners who can acquire new customers, grow existing trusted clients, and innovate to drive their success. Acting as a key advisor to senior leadership and as a key leader to Google's partners, you will partner cross-functionally to significantly impact Google's business performance, and contribute to sustaining Google's culture and operational excellence.
Investment Consultant - Relationship Manager Morgan StanleyInvestment Consultant - Relationship ManagerMenlo Park, CA$68,000–$120,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Relationship Managers have access to a full range of wealth building, managing, and preserving services throughout the Firm that they will offer to the clients of the Financial Advisor teams they join.
Senior Tax Manager - Alternative Investment Funds Andersen Tax LLCSenior Tax Manager - Alternative Investment FundsFoster City, CA$160,000–$253,900 / yearSenior Managers in our Alternative Investment Funds practice oversee and complete tax projects; provide innovative tax planning, consulting, and compliance for a variety of clients, including hedge funds, private equity, real estate, fund of funds and venture capital. Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; Proficient use of technology.
Experienced Tax Associate - Alternative Investment Funds Andersen Tax LLCExperienced Tax Associate - Alternative Investment FundsFoster City, CA$86,300–$97,900 / year1+ year of relevant tax experience; Bachelor's and/or relevant advanced degree (MAcc, MST, JD); Strong organizational skills and ability to manage competing priorities; Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced environment with high-volume peak-season work; Strong problem-solving skills with a growth mindset; Ability to interact with various levels of client and firm management through both written and verbal communication; and. Experienced Associates with our Alternative Investment Funds practice work with multiple teams to serve a variety of complex clients, including private equity, venture capital, real estate, fund of funds, hedge funds and family offices.
Tax Manager - Alternative Investment Funds Andersen Tax LLCTax Manager - Alternative Investment FundsFoster City, CA$125,000–$201,900 / year4+ years relevant work experience in an accounting firm, with at least 3 years of Alternative Fund experience; Bachelor's and/or advanced degree; Accounting, Finance, Economics or related degree (Preferred); Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced environment with high-volume peak-season work; Strong problem-solving skills with a growth mindset; and. Managers in our Alternative Investment Funds practice oversee and complete tax projects; provide innovative tax planning, consulting, and compliance for a variety of clients, including private equity, venture capital, real estate, fund of funds, hedge funds and family offices.
Senior Tax Associate - Alternative Investment Funds Andersen Tax LLCSenior Tax Associate - Alternative Investment FundsFoster City, CA$86,500–$148,300 / year2+ years of relevant tax experience; Bachelor's and/or relevant advanced degree (MAcc, MST, JD); Advanced credential or desire to obtain advanced credential allowing for IRS client representation (i.e. CPA, JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced environment with high-volume peak-season work; Strong problem-solving skills with a growth mindset; and. Senior Associates in our Alternative Investment Funds practice, Senior Associates work directly with Management as they engage in the tax planning, consulting, and compliance process for a variety of complex clients, including private equity, venture capital, real estate, fund of funds, hedge funds and family offices.
Tax Manager - Alternative Investment Funds AndersenTax Manager - Alternative Investment FundsFoster City, California$125,000–$201,900 / yearThe Requirements: 4+ years relevant work experience in an accounting firm, with at least 3 years of Alternative Fund experience; Bachelor’s and/or advanced degree; Accounting, Finance, Economics or related degree (Preferred); Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced environment with high-volume peak-season work; Strong problem-solving skills with a growth mindset; and. The Role: Managers in our Alternative Investment Funds practice oversee and complete tax projects; provide innovative tax planning, consulting, and compliance for a variety of clients, including private equity, venture capital, real estate, fund of funds, hedge funds and family offices.
Senior Tax Associate – Alternative Investment Funds AndersenSenior Tax Associate – Alternative Investment FundsFoster City, California$86,500–$148,300 / yearThe Requirements: 2+ years of relevant tax experience; Bachelor’s and/or relevant advanced degree (MAcc, MST, JD); Advanced credential or desire to obtain advanced credential allowing for IRS client representation (i.e. CPA, JD); Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced environment with high-volume peak-season work; Strong problem-solving skills with a growth mindset; and. The Role: Senior Associates in our Alternative Investment Funds practice, Senior Associates work directly with Management as they engage in the tax planning, consulting, and compliance process for a variety of complex clients, including private equity, venture capital, real estate, fund of funds, hedge funds and family offices.
Experienced Tax Associate - Alternative Investment Funds AndersenExperienced Tax Associate - Alternative Investment FundsFoster City, California$86,300–$97,900 / yearThe Requirements: 1+ year of relevant tax experience; Bachelor’s and/or relevant advanced degree (MAcc, MST, JD); Strong organizational skills and ability to manage competing priorities; Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced environment with high-volume peak-season work; Strong problem-solving skills with a growth mindset; Ability to interact with various levels of client and firm management through both written and verbal communication; and. The Role: Experienced Associates with our Alternative Investment Funds practice work with multiple teams to serve a variety of complex clients, including private equity, venture capital, real estate, fund of funds, hedge funds and family offices.
Senior Tax Manager - Alternative Investment Funds AndersenSenior Tax Manager - Alternative Investment FundsFoster City, California$160,000–$253,900 / yearThe Role: Senior Managers in our Alternative Investment Funds practice oversee and complete tax projects; provide innovative tax planning, consulting, and compliance for a variety of clients, including hedge funds, private equity, real estate, fund of funds and venture capital. • Advanced credential allowing for client representation before the Internal Revenue Service required (i.e. CPA or JD); • Self-starter with the initiative to seek out opportunities and ability to work successfully in a fast-paced, high-pressure environment; • Proficient use of technology.
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.
Investment Management - Business Strategy Manager Deloitte Touche Tohmatsu LtdInvestment Management - Business Strategy ManagerCA$155,600–$306,800 / yearAs a global leader in providing consulting services to the asset management industry, Deloitte works with clients to position against strategic growth dynamics, enhance the investment operating model, differentiate through distribution and client experience and drive scale through enterprise operating model optimization. Strategy Managers work among strategic advisors to help our clients shape growth strategies, assess market opportunities, refine competitive positioning, redesign operating models, and drive enterprise-wide transformation initiatives.
Manager, Treasury Debt and Investments Tellus SolutionsManager, Treasury Debt and InvestmentsMillbrae, CAOversees the investment and management of the agencies' long-term investment portfolios, including the development of investment strategies for each, managing external portfolio managers, and following agency investment policies. Works with Municipal Advisors to oversee the production of official statements for bond offerings and prepares portions of the official statements and closing of bond issues.
Senior Wealth Advisor Columbia Banking System IncSenior 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.
Merrill Advisor Development Program - Financial Advisor: Silicon Valley Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Silicon Valley MarketSan Jose, CaliforniaEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. 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.
Merrill Advisor Development Program- Financial Advisor: Palo Alto Market Bank of AmericaMerrill Advisor Development Program- Financial Advisor: Palo Alto MarketPalo Alto, CaliforniaEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. 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.
Investment Services Administrative Assistant Fremont BankInvestment Services Administrative AssistantFremont, CA$28.89–$40.72 / hourThe Administrative Assistant - Investment Services performs a wide variety of administrative support duties for the Wealth Management Operations Manager, Assistant Manager Investment Services and Vice President. Founded in 1964, Fremont Bank is one of the oldest independently owned banks in the Bay Area and has been consistently recognized as a Top Workplace for the past 15 consecutive years.
Financial Solutions Advisor Registration Candidate- Silicon Valley Market Bank of AmericaFinancial Solutions Advisor Registration Candidate- Silicon Valley MarketMountain View, 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.
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.
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 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- 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- Saratoga, Santa Cruz, Monterey Areas Bank of America CorpFinancial Solutions Advisor- Saratoga, Santa Cruz, Monterey AreasCA$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.