- Atria Wealth Solutions (San Jose, CA)
- …of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor Associate to join its growing team providing retirement and ... Credit Union is growing its Investment Team! We are a looking for a Financial Advisor Associate (FAA) to provide retirement and investment services for our… more
- Edward Jones (San Ramon, 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
- San Jose State University (San Jose, CA)
- …general supervision of the Associate Director for Counseling and Advising. The Financial Aid Advisor performs a variety of duties related to processing the ... Financial Aid Advisor Apply now (https://secure.dc4.pageuppeople.com/apply/873/gateway/default.aspx?c=apply&lJobID=535691&lJobSourceTypeID=837&sLanguage=en-us)… 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...mutual trust, respect, feedback, and accountability. + As an associate , you are required to complete ongoing training offered… more
- Robert Half Finance & Accounting (San Jose, CA)
- …onsite in Los Gatos, CA, 5 days a week. + Experience in financial planning or investment management with high-net-worth clients. + Proficiency with Charles Schwab ... Brokerage platform is a plus. + Strong client relationship management and time management skills. + Long-term focus on client satisfaction and retention. Reach out to Michelle Espejo via LinkedIn or email for immediate consideration and additional info. Robert… 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
- H&R Block (Menlo Park, CA)
- **524393BR** **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 ... stronger every year. Joining **Block Advisors** as a **Tax Advisor ** means you'll serve clients with diverse tax and...service needs. We assist our clients in reaching their financial goals year-round. **Job ID:** 524393BR **City:** Menlo Park… more
- Morgan Stanley (Menlo Park, CA)
- …servicing, financial plans and investment portfolios. Under the direction of the Financial Advisor / Private Wealth Advisor , this industry professional ... comprehensive financial strategy in conjunction with the Financial Advisor / Private Wealth Advisor...Associate * * Thoroughly understands and utilizes the firm's financial planning tools to analyze complex financial … more
- Morgan Stanley (Menlo Park, CA)
- …on client goals. The Portfolio Management Associate Director works with the Financial Advisor / Private Wealth Advisor to create customized investment ... *POSITION SUMMARY:* The Portfolio Management (PM) Associate Director is a vital part of the...and sets up the portfolio in conjunction with the Financial Advisor / Private Wealth Advisor… more
- Wells Fargo (San Jose, CA)
- …(https://www.wellsfargojobs.com/career-areas/) . **In this role you will:** + Assist Financial Advisor (s) with sales, service and operational related ... this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of...via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account… more
- Morgan Stanley (Menlo Park, CA)
- …Review and take appropriate action on client account alerts *OTHER* * Partner with Financial Advisor (s) in developing a business plan and delivering against a ... through an elevated standard of care. The Client Service Associate assists with the development and growth of business...* Input orders at the direction of clients and/or Financial Advisor (s), discuss reinvestment options and corporate… more
- Deloitte (San Jose, CA)
- Become aSummer Associateat Deloitte Consulting! Joinour advisor teamwhere we advise the world's leading companies in navigating change and architecting the future. ... you join our team, you'll get exposure and training to enhance your advisor skillset and prepare you to tackle interdisciplinary business issues that every leader… more
- Morgan Stanley (Pleasanton, 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 (Menlo Park, CA)
- …SUMMARY* Client Service Associates provide exceptional service to our clients and support Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teams ... diversifying its workforce (M/F/Disability/Vet). **Job:** **Wealth Management* **Title:** *Client Service Associate - Part-Time* **Location:** *California-Menlo Park* **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
- H&R Block (San Jose, CA)
- …requirements + High school diploma / equivalent or higher **Posting Title:** Block Advisor Tax Associate **Sponsored Job:** \#6552 **Pay Range Minimum:** 11 ... **524852BR** **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
- JPMorgan Chase (Mountain View, CA)
- …interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JPMorgan Wealth ... Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made...not available in all states. Chase is a leading financial services firm, helping nearly half of America's households… more
- Deloitte (San Jose, CA)
- …reporting and planning, while also positioning tax and legal as a strategic business advisor for the digital era. We specialize in tax and legal and can effectively ... + Contract & Commercial Management (CCM) Certification Program + Certified Financial Analyst (CFA) + PMI Agile Certified Practitioner (Project Management… 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