- Bank of America (Vallejo, CA)
- Financial Solutions Advisor Stage I -...demanding environment. * A bachelor's degree, or 1-2 years' experience working in the financial service industry ... practice, personalized coaching and dedicated support throughout your on-boarding experience . The Academy offers a defined path to becoming...your role and throughout your career journey. As a Financial Solutions Advisor Stage I (FSA I),… more
- Bank of America (Martinez, CA)
- …to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor . The Academy will support you along the way with dedicated ... Advisor Development Program - Financial Solutions...Bachelor's degree and/or a minimum of one year of financial services industry or sales experience +… more
- Edward Jones (Pleasant Hill, 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...your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience … more
- Bank of America (Walnut Creek, CA)
- …Banking, as well as Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... a defined path to become a successful and independent financial advisor . You will have the opportunity...65 in lieu of 66) licenses.** + Two years' experience working in the financial service industry… more
- Edward Jones (Berkeley, CA)
- …+ Passion for new opportunities **Candidate qualifications:** + Series 7 and Series 66 required + Experience in financial services working with clients, ... competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator...by branch associates, a home-office team and other regional financial advisors. You'll benefit from the experience … more
- Bank of America (Livermore, CA)
- Financial Solutions Advisor Registration Candidate - Consumer Investments - Livermore Financial Center Livermore, California **Job Description:** The ... an impact. Join us! The primary role of the Financial Solutions Advisor Stage I - Registration...Bachelor's degree and/or a minimum of one year of financial services industry or sales experience +… more
- Bank of America (Napa, CA)
- Financial Solutions Advisor - Consumer Investments- Napa, Marin, Sonoma Areas Santa Rosa, California;Petaluma, California; Greenbrae, California; Napa, ... Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to...products and services. + Has at least one year experience working in the financial service industry… more
- Robert Half Finance & Accounting (San Ramon, CA)
- …future and build lasting relationships. This role focuses on more than just financial returns; it's about creating meaningful experiences for clients. This is your ... endless opportunities for growth and advancement. Responsibilities: + Build personalized financial strategies using top tools and resources. + Meet with clients,… more
- JPMorgan Chase (Walnut Creek, CA)
- …2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success in client acquisition, cultivating and maintaining ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor ...those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals… more
- US Bank (Walnut Creek, CA)
- …best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We ... Bank Private Wealth Management (PWM) helps clients identify and achieve their financial objectives. Our teams advise clients holistically on wealth and estate… more
- JPMorgan Chase (Berkeley, CA)
- …analysis and expertise, product knowledge, and knowledge of the customer's financial needs, goals, and circumstances. ** Required qualifications, capabilities, ... our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional...to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a… more
- Citigroup (Pleasant Hill, 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) ... center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth...new recruits **Qualifications and Skills:** . 5-8 years of experience serving in a financial advisory capacity… more
- The Hartford (Walnut Creek, CA)
- Client Advisor Priority Business - SA08DE We're determined to make a difference and are proud to be an insurance company that goes well beyond coverages and ... Project support as directed by the assigned Manager Customer Experience (MCE). + Attends and participates in all mandatory...+ Ability to work independently Some travel may be required . + Must have or obtain Life & Health… more
- Umpqua Bank (Walnut Creek, CA)
- …Degree, MBA MSF CFA CFP CPA CTFA JD, preferred. + 5-10 years of experience in banking and wealth management, required . + Excellent relationship management, ... Private Client Advisor Wealth Management Walnut Creek, California **Description** **About...and support our broader purpose. Think of us as financial partners, because at Umpqua, we believe the best… more
- Robert Half Finance & Accounting (Marin County, CA)
- …the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies. + Manage Financial Plans: Develop and ... or email for additional info and immediate consideration. Join a growing financial services firm committed to exceptional wealth management and financial … more
- Robert Half Finance & Accounting (Marin County, CA)
- …supportive and forward-thinking team. What You'll Do: + Serve as a trusted advisor , providing personalized financial planning and investment guidance. + Manage ... professional development. You'll manage high-net-worth client relationships, deliver tailored financial strategies, and contribute to the firm's long-term vision-all… more
- Robert Half Finance & Accounting (El Cerrito, CA)
- Description Ren Friedman is seeking a highly skilled and client-focused Senior Tax Advisor to join her clients dynamic and growing advisory team. This position is ... proactive tax planning opportunities that align with clients' comprehensive financial plans (eg, retirement account strategies). + Ensure tax...Accounting, or a related field (preferred). 2-4 years of experience in a CPA firm or tax advisory role.… more
- BMO Financial Group (Walnut Creek, CA)
- …for effectiveness, considers industry trends and recommends enhancements; makes changes as required . + Uses an advisory-based financial planning approach to ... portfolio of prospect and client relationships and deliver an exceptional client experience . Demonstrates an understanding of and care for the client through… more
- Atria Wealth Solutions (Dublin, CA)
- …24 or Series 9/10 Securities Registrations equivalent required . + Previous Financial Advisor experience preferred + Advanced Industry Designations ... Through its relationship with CUSO Financial Services, L. P. (CFS) Patelco Credit Union...Bachelors degree in in finance, business or related field required . + 5+ years related investment industry experience… more
- Vanguard (Oakland, CA)
- About Vanguard Personalized Indexing (VPI)Vanguard is helping more financial advisors use the precision of Vanguard Personalized Indexing (VPI), our proprietary ... growth of Vanguard Personalized Indexing (VPI) this VPI expert will: + Partner with Vanguard's Advisor and VPI Sales teams to drive adoption of VPI by new clients. +… more