- Robert Half Finance & Accounting (San Francisco, CA)
- …and additional info. An independent RIA based in San Francisco, is seeking a financial advisor . They design innovative investment strategies for a diverse range ... immediate consideration and additional info. Requirements + 3+ years of experience in financial services, specifically in wealth management. + CFP designation is… more
- Robert Half Finance & Accounting (San Rafael, CA)
- …They serve clients across multiple states with a focus on comprehensive financial strategies tailored to individual needs. The collective team includes over 300 ... employees operating from multiple offices. As the Senior Advisor Associate, you will provide support for Lead and...will provide support for Lead and Service Advisors, including financial modeling, analysis, and research, as well as client… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …culture with low turnover and a clear career path to becoming a Lead Advisor . Enjoy HYBRID work set up, bonuses and a lucrative profit-sharing program. Some ... Lead Advisors: Participate in meetings, gather client data, create financial plans, and present them to clients. + Assist...RIA + Must be at least already in the CFP program if currently not a CFP … more
- Bank of America (Visalia, CA)
- …as core Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... a defined path to become a successful and independent financial advisor . You will have the opportunity...field + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning… more
- Bank of America (Newport Beach, CA)
- …as core Banking, and Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... a defined path to become a successful and independent financial advisor . You will have the opportunity...field + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning… more
- Bank of America (Rancho Santa Fe, CA)
- …Banking, as well as Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... a defined path to become a successful and independent financial advisor . You will have the opportunity...field. + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning… more
- Edward Jones (Oakland, 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...licenses preferred + Preferred additional professional designations such as CFP (R) or CERTIFIED FINANCIAL PLANNER (TM) and/or… more
- Bank of America (San Francisco, CA)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... have at least 5+ years of experience as a Financial Advisor with a transportable practice, a...development. + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning… more
- Robert Half Finance & Accounting (Berkeley, CA)
- …unique value proposition to potential clients, positioning us as their trusted financial advisor . . Proactively offers recommendations aligned with each client's ... a client with an exciting opportunity for a Lead Advisor in the East Bay, Bay Area, California. The...is advantageous. . Holding or working towards a Certified Financial Planner ( CFP ) designation, or other relevant… more
- JPMorgan Chase (San Francisco, CA)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor ...of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning ( CFP (R)) certification is preferred +… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …of wealth management experience including financial planning experience. + Must hold: Series 65, CFP or CFA. + Plan to sit for the CFP exam within two years ... partnerships, combining innovation and integrity to help clients achieve their financial dreams. Enjoy a competitive compensation package, great perks like a… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Join our client, an independent RIA in the vibrant Bay Area as a financial advisor . They craft innovative investment strategies for a diverse clientele, from ... community of collaboration and success. Some Responsibilities of a Financial Advisor : + Offer financial ...4+ years of finance services (wealth management) experience. + CFP designation required. + Bachelor's degree in finance, economics,… more
- Atria Wealth Solutions (Riverside, CA)
- …Services, LP (CFS) , in its partnership with Altura Credit Union, is seeking a Financial Advisor to assume responsibility for an existing book of business and ... more about Altura Credit Union, visit www.alturacu.com. As a Financial Advisor your responsibilities include, but are...Degree in Business, Finance, or related field + Certified Financial Planner ( CFP ) designation + Experience delivering… more
- Atria Wealth Solutions (Los Angeles, CA)
- CUSO Financial Services, LP (CFS) is seeking a Licensed Financial Advisor to provide retirement and investment services for members of Los Angeles Police ... $1.3 billion in assets. Learn more about LAPFCU at https://www.lapfcu.org/. As a Financial Advisor your responsibilities include, but are not limited to, the… more
- TIAA (Los Angeles, CA)
- …Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that ... **Wealth Management Advisor ** Supported with a robust array of resources...License (Resident State) - Multiple Issuers required + Certified Financial Planner ( CFP ) - Certified Financial… more
- Bank of America (Vallejo, CA)
- Financial Solutions Advisor - Consumer Investments- Central CA Region Danville, California;Brentwood, California; Vallejo, California; Sacramento, California; ... met or exceeded. + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC).… more
- US Bank (San Francisco, CA)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate… more
- TIAA (CA)
- The Advisor Consultant will manage a defined territory (set by geography and/or Advisor segmentation), performing external sales functions, with a singular focus ... on Edward Jones. The Advisor Consultant will work within US Wealth Advisory Services...and Duties** + Develop consultative relationships with Edward Jones financial advisors in an effort to grow the market… more
- Neuberger Berman (San Francisco, CA)
- **Summaries:** The Wealth Advisor Associate will provide support to seasoned four-person Wealth Advisor Team with over $1.5bn in assets under management. The ... Wealth Advisor Associate will serve as the primary point of...and investment advice tailored to the unique investment objectives, financial goals, suitability and risk tolerance of each client.… more
- Zions Bancorporation (Irvine, CA)
- …for all employees to grow and thrive. As a premier California-focused financial services company dedicated to serving its communities, families and businesses ... a specialized division within the bank that offers comprehensive financial services to affluent, high-net-worth individuals, families, and businesses....We are currently in search of a dedicated Wealth Advisor to join our team of bank partners in… more