- Fidelity TalentSource LLC (San Jose, CA)
- …providing investment solutions and growing relationships with a dedicated local advisor . The Expertise We re Looking ForEffectively utilizing Fidelity s guidance ... you seek to understand clients goals and objectives and refer them to a wealth management partner based on needs and financial complexitySeries 7 & 63 licensed;… 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) ... clients. The client is at the center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth team to meet the… more
- Robert Half Finance & Accounting (Los Gatos, CA)
- …Robert Half is thrilled to partner with an exceptional company in the search for a Wealth Advisor to join their esteemed Wealth Advisory team. The Wealth ... which supports and furthers the objectives of the entire Wealth Advisory team. This individual is responsible for servicing...you are a dedicated professional with a passion for Wealth Advisory and are eager to join a dynamic… more
- US Bank (Palo Alto, CA)
- …and discover what you excel at-all from Day One. **Job Description** The Wealth Management Advisor (WMA) position is the investment planning and investment ... and insurance products lead on the Wealth Management Team. The WMA is responsible for facilitating the delivery of strategies and capabilities including portfolio… more
- JPMorgan Chase (San Jose, CA)
- …best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning ... those just starting to save to those with significant wealth . You provide an exceptional investor experience by offering...skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated… more
- US Bank (San Jose, CA)
- …strong and stable, and committed to our clients and employees. At Private Wealth Management, we are uniquely positioned for growth and are making significant ... investments to expand our advisor base and deliver an outstanding client experience. With...highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert… more
- Robert Half Finance & Accounting (San Mateo, CA)
- …Email for fastest consideration for this opportunity. Our client is a respected wealth management firm based in the Bay Area. Enjoy a HYBRID schedule, comprehensive ... + Bachelor's degree in Finance, Economics, or related field + 5+ years of wealth management experience + MUST have a Certified Financial Planner (CFP) designation +… more
- Morgan Stanley (San Jose, CA)
- …by understanding their investment objectives and working in partnership with the Financial Advisor / Private Wealth Advisor to deliver solutions. *DUTIES ... necessary to craft comprehensive financial strategy in conjunction with the Financial Advisor / Private Wealth Advisor * Works with clients on the execution… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …over $4.0 billion in assets under management. They are seeking a new Associate Wealth Advisor to join the team. Responsibilities include: + Prepare agendas, ... reports and analyses for client meetings + Play a key role in the ongoing maintenance of the firm's portfolio accounting and performance reporting system + Assist in the execution of client recommendations + Run financial projections for clients using… more
- Morgan Stanley (Menlo Park, CA)
- …SUMMARY:* The Director of Investments is a senior level position on a Financial Advisor / Private Wealth Advisor team. This industry professional plays ... communication skills to effectively discuss investment strategies with the Financial Advisor / Private Wealth Advisor team and their clients. *DUTIES and… more
- Robert Half Office Team (Palo Alto, CA)
- …management serving HNWI. + Certified Financial Planner (CFP) or Certified Private Wealth Advisor (CPWA) certification is preferred. + Exceptional interpersonal ... interpersonal skills, and an understanding of both personal finance and wealth management strategies to successfully serve our clients. Responsibilities: + Manage… more
- JPMorgan Chase (Palo Alto, CA)
- …a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities ... JP Morgan Advisors, the ultra-high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors the personalized service of a… more
- Bank of America (San Jose, CA)
- Wealth Management Client Associate San Jose, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth ... products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of...materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are… more
- Morgan Stanley (Menlo Park, CA)
- …as examples * Input orders at the direction of clients and/or Financial Advisor (s), discuss reinvestment options and corporate actions with clients at the direction ... take appropriate action on client account alerts *OTHER* * Partner with Financial Advisor (s) in developing a business plan and delivering against a client service… more
- Bank of America (San Jose, CA)
- Registered Wealth Management Client Associate San Jose, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial ... and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in alignment with the… more
- Bank of America (San Jose, CA)
- Wealth Management Client Associate San Jose, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives ... and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in alignment with the… more
- Citigroup (San Carlos, CA)
- The Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development ... appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + Organize client events… more
- Bank of America (San Jose, CA)
- Advisor Development Program - Financial Solutions Advisor Trainee: Seven Trees Center Financial Center - San Jose, CA San Jose, California **Job Description:** ... Merrill Wealth Management is a leading provider of comprehensive ...resilient, results focused and effective. **Role Specifics:** As an Advisor Development Program Financial Solutions Advisor Stage… more
- Bank of America (San Jose, CA)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... Oregon; Palo Alto, California; Tucson, Arizona **Job Description:** Merrill Wealth Management is a leading provider of comprehensive ...at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in… more
- Bank of America (San Jose, CA)
- Merrill Financial Solutions Advisor - Silicon Valley Capital Market San Jose, California;San Jose, California; Monterey, California **Job Description:** Merrill ... Wealth Management is a leading provider of comprehensive ...and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant… more
