- Bank of America (Cupertino, CA)
- Financial Solutions Advisor Registration Candidate- Consumer Investments- Silicon Valley Area Cupertino, California;Mountain View, California; Menlo ... more
- Bank of America (San Jose, CA)
- Merrill Financial Solutions Advisor - Silicon Valley Market San Jose, California;San Jose, California; Monterey, California **Job Description:** Merrill ... more
- Bank of America (Cupertino, CA)
- Financial Solutions Advisor - Consumer Investments- Silicon Valley Area Cupertino, California;Mountain View, California; Menlo Park, California; Cupertino, ... more
- Edward Jones (San Jose, 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 ... more
- JPMorgan Chase (San Jose, CA)
- …everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive ... more
- Bank of America (San Jose, CA)
- …of the client * Ability to influence; proactively asks for and closes business * Solutions oriented; sales and financial aptitude a must * Must be a skilled ... more
- Citigroup (Sunnyvale, CA)
- …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... more
- Deloitte (San Jose, CA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... more
- Deloitte (San Jose, CA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... more
- Bank of America (San Jose, CA)
- …obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE Act Registration ; ADV-2B Required + Obtain and/or ... more
- BMO Financial Group (Cupertino, CA)
- … needs and provide meaningful solutions . + Partner one on one with a Financial Advisor to guide clients through the financial planning process. + Enjoy ... more
- Bank of America (San Mateo, CA)
- …obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE ACT Registration ; ADV-2B Required + Obtain and/or ... more
- Citigroup (Fremont, CA)
- …banking, credit and investment needs and goals in order to provide holistic financial solutions . + Provide regular value-added engagement with clients- High ... more
- US Bank (San Jose, CA)
- …+ Educate clients on available deposit and loan products and services. + Recommend financial solutions based on each client's unique goals and needs. + Bring ... more
- Wells Fargo (San Jose, CA)
- …+ Excellent communication and interpersonal skills, with a track record of effective financial advisor coaching + Strong leadership and strategic planning skills ... more
- San Jose State University (San Jose, CA)
- …Coordinate creation of flyers and bi-weekly newsletter with Outreach and Recruitment Advisor + Sorts and distributes mail, faxes, messages and other communication + ... more