- Robert Half Finance & Accounting (San Ramon, CA)
- …arrangement with options for remote and in-office work, clear career advancement to Lead Advisor or Financial Advisor , and extensive exposure to all facets ... Additionally, they provide firm-sponsored licensing exams and support for Certified Financial Planner (CFP) studies. Responsibilities: + Evaluate client financial… 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 ... wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop...State insurance licenses will be required. + As an associate , you are required to complete ongoing training offered… more
- Edward Jones (Berkeley, 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...mutual trust, respect, feedback, and accountability. + As an associate , you are required to complete ongoing training offered… more
- H&R Block (Pleasanton, CA)
- **524384BR** **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
- Raymond James Financial, Inc. (Walnut Creek, CA)
- …business summary reports and client-specific reporting as needed for review by the financial advisor . * Oversees the process of outside account reporting, ... industry, Raymond James is seeking a dynamic Client Service Associate who is a motivated, detail oriented and creative...* May enter orders at the direction of the Financial Advisor . * Actively engages in available… more
- Morgan Stanley (Walnut Creek, 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 ... Review and take appropriate action on client account alerts *OTHER* * Partner with Financial Advisor (s) in developing a business plan and delivering against a… more
- Morgan Stanley (Walnut Creek, CA)
- …Client Service Associates provide exceptional service to our clients and supportFinancial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teamson a daily ... or more years of industry experience preferred *Knowledge/Skills* * Knowledge of financial services products, including but not limited to equities, bonds, options,… more
- Morgan Stanley (Oakland, CA)
- …SUMMARY* Client Service Associates provide exceptional service to our clients and support Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teams ... employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Client Service Associate **Location:** *California-Oakland* **Requisition ID:**… more
- H&R Block (Pleasanton, CA)
- …+ **High school diploma / equivalent or higher** **Posting Title:** **Block Advisor Tax Associate ** **Sponsored Job:** **\#6549** **Pay Range Minimum:** **11** ... **524862BR** **Title:** Tax Associate **Our Company** **:** At H&R Block, we...help associates plan for their unique health, wellbeing and financial wellness needs.** + **Employee Assistance Program** **with Health… more
- Bank of America (Walnut Creek, CA)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... Wealth Management Client Associate Walnut Creek, California **Job Description:** Merrill Wealth...other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients… more
- Robert Half Finance & Accounting (Pleasanton, CA)
- …please contact Yuzo Shimura on LinkedIn at Robert Half Title: Client Service Associate Location: Pleasanton Salary: 75k-85k About the Company: The company is a ... rapidly expanding registered investment advisor (RIA) firm that specializes in providing comprehensive wealth management and financial planning services to both… more
- Stryker (Walnut Creek, CA)
- …please visit our website at www.stryker.com. **About the Role** As a Trauma Sales Associate , you will work with a high degree of intensity and commitment to support ... helping people, and committed to building strong relationships as a trusted advisor to our clients. **Required Skills** * **Integrity** : Reliable, dependable,… more
- Bank of America (Concord, CA)
- Senior Banker - Concord Main Financial Center Concord, California **Job Description:** At Bank of America, we are guided by a common purpose to help make ... financial lives better through the power of every connection....has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor… more
- ADP (Pleasanton, CA)
- …(HRO).** + **_Are you ready for your next best job where you can elevate your financial future?_** + **_Are you looking to grow your career with a formal career path ... life-long friendships here. + **Collaborate Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal partners, and overall… more