- Robert Half Finance & Accounting (Los Gatos, CA)
- Description If interested, please contact Yuzo Shimura on LinkedIn at Robert Half Title: Associate Investment Advisor Location: Los Gatos, San Jose (Onsite 5 ... Assess value of individual assets under management and determine suitability for market investment . + Place buy and sell orders following the company's investment… more
- JPMorgan Chase (Mountain View, CA)
- …best investment solutions to meet their financial needs. As a Private Client Investment Associate in JPMorgan Wealth Management, you will have the ... are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available… 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 ... Associate Director is a vital part of the Wealth Management team who assists Financial Advisors / Private...Financial Advisor / Private Wealth Advisor in meetings to discuss investment strategy… more
- Atria Wealth Solutions (San Jose, CA)
- …its Investment Team! We are a looking for a Financial Advisor Associate (FAA) to provide retirement and investment services for our members to support ... CUSO Financial Services, LP (CFS) is seeking a Financial Advisor Associate to join its growing team... to join its growing team providing retirement and investment services to its member base in San Jose… more
- Edward Jones (San Mateo, CA)
- …If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to ... help them achieve their long-term financial goals: retirement, building wealth , estate strategies, funding education and more. As a financial advisor with Edward… more
- Morgan Stanley (Palo Alto, CA)
- …Business Development Associates provide exceptional service to our clients and support Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teams on ... focus will be on delivering an exceptional client experience. In supporting Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teams, this role… 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 ... Advisors, the ultra-high net worth division of JP Morgan Wealth Management, offers US based clients and their advisors...solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated… more
- Morgan Stanley (Palo Alto, CA)
- …Client Service Associates provide exceptional service to our clients and supportFinancial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teamson a ... opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** *Registered Client Service Associate *… more
- Morgan Stanley (Menlo Park, CA)
- …Client Service Associates provide exceptional service to our clients and support Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teams on a ... opportunity employer committed to diversifying its workforce (M/F/Disability/Vet). **Job:** ** Wealth Management* **Title:** *Client Service Associate -… more
- Wells Fargo (San Jose, CA)
- **About this role:** Wells Fargo is seeking a Registered Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more ... . **In this role you will:** + Assist Financial Advisor (s) with sales, service and operational related activities such as… more