- 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 (Watsonville, 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
- 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 (San Jose, CA)
- **524374BR** **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:** 524374BR **City:** San Jose… 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
- 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 ... **524850BR** **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
- 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
- Anywhere Real Estate (San Jose, CA)
- …of their own workload as well as audit the work of an Analyst I and Associate to ensure customer and client needs are met in a timely, accurate, and efficient ... payroll and year-end reports prepared by a peer or associate + Liaise with Cartus International Assignment Consultants to...billing when necessary and understand the impact of the financial impact of client's service level agreements + Serve… more