- Bank of America (Milpitas, CA)
- Financial Solutions Advisor Registration Candidate- Consumer Investments- McCarthy Ranch Financial Center Milpitas, California **Job Description:** ... your role and throughout your career journey. As a Financial Solutions Advisor Stage I...career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all… more
- Bank of America (Livermore, CA)
- Financial Solutions Advisor Registration Candidate - Consumer Investments - Livermore Financial Center Livermore, California **Job Description:** The ... make an impact. Join us! The primary role of the Financial Solutions Advisor Stage I - Registration Candidate is to acquire the necessary registrations… more
- Bank of America (San Jose, CA)
- Merrill Financial Solutions Advisor - Silicon Valley Market San Jose, California;San Jose, California; Monterey, California **Job Description:** Merrill ... the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all...Journey:** During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will… more
- Bank of America (San Jose, CA)
- Financial Solutions Advisor - Consumer Investments- San Jose Area San Jose, California;San Jose, California; San Jose, California; San Jose, California; San ... and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business… more
- JPMorgan Chase (San Jose, CA)
- …everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive ... 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
- Bank of America (San Jose, CA)
- …of the client * Ability to influence; proactively asks for and closes business * Solutions oriented; sales and financial aptitude a must * Must be a skilled ... Private Client Advisor II San Jose, California **Job Description:** At...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- Citigroup (Sunnyvale, 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) ... Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional and...center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth… more
- Deloitte (San Jose, CA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... a passion for client consultation, improving computational software applications and proprietary solutions , we have the career opportunity to keep you buzzing! Work… more
- Deloitte (San Jose, CA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... If you have a passion for improving computational software applications and proprietary solutions , we have the career opportunity to keep you buzzing! Work You'll… more
- Bank of America (San Jose, CA)
- …obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE Act Registration ; ADV-2B Required + Obtain and/or ... **Job Description:** This job is responsible for supporting the Financial Advisor (FA) team to further develop...and acquisition. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all… more
- BMO Financial Group (Cupertino, CA)
- … needs and provide meaningful solutions . + Partner one on one with a Financial Advisor to guide clients through the financial planning process. + Enjoy ... a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that are tailor made for… more
- Citigroup (Fremont, CA)
- …banking, credit and investment needs and goals in order to provide holistic financial solutions . + Provide regular value-added engagement with clients- High ... partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) +… more
- US Bank (San Jose, CA)
- …+ Educate clients on available deposit and loan products and services. + Recommend financial solutions based on each client's unique goals and needs. + Bring ... The responsibilities are as follows: + Be the primary advisor for our business clients. + Build, develop and...new and existing relationships with business clients. + Deliver financial expertise and client-centric solutions that build… more
- CVS Health (San Carlos, CA)
- …screenings, tobacco cessation and weight management programs, confidential counseling and financial coaching. + **Benefit solutions that address the different ... about transforming health care. As the nation's leading health solutions company, we reach millions of Americans through our...customers to ensure they have a world class beauty advisor experience. + Provide personalized sales service based on… more
- San Jose State University (San Jose, CA)
- …Coordinate creation of flyers and bi-weekly newsletter with Outreach and Recruitment Advisor + Sorts and distributes mail, faxes, messages and other communication + ... Student Success Center + Maintain Student Success Center calendar and event registration + Assists with the center's marketing, coordinating the posting and… more