- Robert Half Finance & Accounting (San Rafael, CA)
- …They serve clients across multiple states with a focus on comprehensive financial strategies tailored to individual needs. The collective team includes over 300 ... employees operating from multiple offices. As the Senior Advisor Associate, you will provide support for Lead and...will provide support for Lead and Service Advisors, including financial modeling, analysis, and research, as well as client… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …of wealth management experience including financial planning experience. + Must hold: Series 65, CFP or CFA. + Plan to sit for the CFP exam within two years ... partnerships, combining innovation and integrity to help clients achieve their financial dreams. Enjoy a competitive compensation package, great perks like a… more
- Bank of America (Oakland, 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...field. + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning… more
- Edward Jones (Oakland, CA)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop...licenses preferred + Preferred additional professional designations such as CFP (R) or CERTIFIED FINANCIAL PLANNER (TM) and/or… more
- Bank of America (San Francisco, CA)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... have at least 5+ years of experience as a Financial Advisor with a transportable practice, a...development. + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning… more
- Robert Half Finance & Accounting (Berkeley, CA)
- …unique value proposition to potential clients, positioning us as their trusted financial advisor . . Proactively offers recommendations aligned with each client's ... a client with an exciting opportunity for a Lead Advisor in the East Bay, Bay Area, California. The...is advantageous. . Holding or working towards a Certified Financial Planner ( CFP ) designation, or other relevant… more
- JPMorgan Chase (San Francisco, CA)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... to offer the best investment solutions to meet their financial needs. As a Private Client Advisor ...of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning ( CFP (R)) certification is preferred +… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Join our client, an independent RIA in the vibrant Bay Area as a financial advisor . They craft innovative investment strategies for a diverse clientele, from ... community of collaboration and success. Some Responsibilities of a Financial Advisor : + Offer financial ...4+ years of finance services (wealth management) experience. + CFP designation required. + Bachelor's degree in finance, economics,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …and additional info. An independent RIA based in San Francisco, is seeking a financial advisor . They design innovative investment strategies for a diverse range ... immediate consideration and additional info. Requirements + 3+ years of experience in financial services, specifically in wealth management. + CFP designation is… more
- Bank of America (Oakland, CA)
- Financial Solutions Advisor - Consumer Investments- Central CA Region Danville, California;Brentwood, California; Vallejo, California; Sacramento, California; ... met or exceeded. + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC).… more
- Bank of America (Hayward, CA)
- Financial Solutions Advisor - Consumer Investments- Hayward and Milpitas Area San Jose, California;Castro Valley, California; Union City, California; Fremont, ... met or exceeded. + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC).… more
- Bank of America (San Francisco, CA)
- Financial Solutions Advisor - Consumer Investments- San Francisco Area San Francisco, California;San Francisco, California; San Francisco, California; San ... met or exceeded. + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning Counselor (CRPC).… more
- US Bank (San Francisco, 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
- Neuberger Berman (San Francisco, CA)
- **Summaries:** The Wealth Advisor Associate will provide support to seasoned four-person Wealth Advisor Team with over $1.5bn in assets under management. The ... Wealth Advisor Associate will serve as the primary point of...and investment advice tailored to the unique investment objectives, financial goals, suitability and risk tolerance of each client.… more
- Bank of America (San Jose, CA)
- Private Client Advisor II San Jose, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better ... families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …well-established and globally respected asset management firm known for delivering diverse financial solutions to investors worldwide. This is your chance to be part ... compensation, a collaborative culture, and the opportunity to support an influential advisor making a real impact in the industry. Responsibilities: + Be the… more
- Charles Schwab (San Francisco, CA)
- …status quo" and transform the finance industry together.** As a Senior Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and ... the opportunity for you. **What you have** Required: + ** CFP (R) designation or CFA(R) designation required** + Bachelor's degree...or more years working directly with clients in the financial services industry highly preferred **In addition to the… more
- Charles Schwab (San Francisco, CA)
- …+ Three or more years advisory experience + Five or more years in the financial services industry working directly with clients **Preferred Skills:** + CFP or ... CFA preferred + Superior relationship management and client retention experience + Polished interpersonal, communication and presentation skills, attention to detail **In addition to the salary range, this role is also eligible for bonus or incentive… more
- Deloitte (San Jose, CA)
- …Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) + Proven ability to grow and manage a book of ... cross sell among various lines of service. + Acting as a trusted business advisor to clients on a variety of issues including federal tax planning, accounting for… more
- Deloitte (San Francisco, CA)
- …Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner ( CFP ) Preferred: + Advanced degree such as master's in science ... on a plethora of various industries including private equity, healthcare, tech, financial products, oil & gas, green energy, real estate, consumer products, and… more