- 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
- Robert Half Finance & Accounting (San Jose, CA)
- …Assess and manage assets for market suitability. + Execute buy/sell orders per investment strategy. + Oversee client accounts based on risk tolerance. + Conduct ... CA, 5 days a week. + Experience in financial planning or investment management with high-net-worth clients. + Proficiency with Charles Schwab Brokerage platform… 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
- JPMorgan Chase (Mountain View, CA)
- … investment solutions to meet their financial needs. As a Private Client Investment Associate in JPMorgan Wealth Management, you will have the opportunity to ... through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available through… 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 ... estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your...offices in the US and Canada than any other investment firm, serving over eight million clients. Our financial… more
- Edward Jones (Oakland, CA)
- …the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on building client ... our sole profit center. And as an Edward Jones advisor , you're at the helm. That's why we provide...the stability of a firm built on a long-term investment philosophy that has helped our clients achieve their… more
- Morgan Stanley (Menlo Park, CA)
- …plans and investment portfolios. Under the direction of the Financial Advisor / Private Wealth Advisor , this industry professional combines relationship ... *POSITION SUMMARY:* The Wealth Management Analyst/ Associate is often the first point of contact...Advisors in the development and delivery of financial and investment strategies that aim to address each client's specific… more
- Morgan Stanley (Menlo Park, CA)
- …and execution investment strategies based on client goals. The Portfolio Management Associate Director works with the Financial Advisor / Private Wealth ... *POSITION SUMMARY:* The Portfolio Management (PM) Associate Director is a vital part of the...Advisor to create customized investment plans for clients, creates reporting on … more
- Morgan Stanley (Palo Alto, CA)
- …Development Associates provide exceptional service to our clients and support Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teams on a daily ... focus will be on delivering an exceptional client experience. In supporting Financial Advisor (s) (FAs)/ Private Wealth Advisor (s) (PWAs)/ teams, this role will… more
- JPMorgan Chase (Palo Alto, CA)
- …us to customize solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated business support to Financial ... collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm… 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 daily ... the request of the client and/or FA/PWA/team * Answering general non- investment related questions concerning client accounts, including relaying stock positions, and… 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 about ... . **In this role you will:** + Assist Financial Advisor (s) with sales, service and operational related activities such as… 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 daily ... at the request of the client and/or FA/PWA * Answering general non- investment related questions concerning client accounts, including relaying stock positions and… more
- KPMG (Santa Clara, CA)
- **Business Title:** Business Tax Senior Associate - Consulting Focused **Requisition Number:** 111008 - 13 **Function:** Tax Services **Area of Interest:** ... important than investing in our culture because it's an investment in our people, our future, and what we...firm KPMG is currently seeking a Business Tax Senior Associate - Consulting Focused to join our Business Tax… more
- Veralto (San Jose, CA)
- …This person will partner with Communications team members in media relations, associate communications, brand and other areas to bring communications plans to life ... Communications Center of Excellence (CoE) functional leaders (brand, media relations, associate communications, public affairs, etc) to bring communications plans to… more