- 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 ... the best use of the client s time, as well as plan for post-appointment follow-upGrowing relationships through proactive...clients goals and objectives and refer them to a wealth management partner based on needs and financial complexitySeries… 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 ... critical role which supports and furthers the objectives of the entire Wealth Advisory team. This individual is responsible for servicing existing client… 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
- JPMorgan Chase (Fremont, 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
- 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, ... recent regulations, and financial markets Requirements Key Requirements include: + CPA, CFA, CFP or other designation preferred + Ideally 2+ years out of public… more
- JPMorgan Chase (Palo Alto, CA)
- …are responsible for advising families on building, preserving and managing their wealth . You will use your knowledge of investments, financial planning, credit and ... advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs + Act as a business coach… more
- Deloitte (San Jose, CA)
- …CPA eligible: + Licensed attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Ability to travel ... dynamic clients across a variety of non-profit industries? Do you like to have well -rounded technical skills? Do you find it fulfilling to work with clients who are… more
