- 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 (San Jose, 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
- San Jose State University (San Jose, CA)
- …general supervision of the Associate Director for Counseling and Advising. The Financial Aid Advisor performs a variety of duties related to processing the ... Financial Aid Advisor Apply now (https://secure.dc4.pageuppeople.com/apply/873/gateway/default.aspx?c=apply&lJobID=535691&lJobSourceTypeID=837&sLanguage=en-us)… more
- H&R Block (Palo Alto, CA)
- **524400BR** **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:** 524400BR **City:** Palo Alto… more
- H&R Block (Milpitas, CA)
- **524371BR** **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 ... that will grow stronger every year. Joining **Block Advisors** as a **Tax Advisor ** means you'll serve clients with diverse tax and business services needs… more
- Robert Half Finance & Accounting (Menlo Park, CA)
- …have over $4.0 billion in assets under management. They are seeking a new Associate Wealth Advisor to join the team. Responsibilities include: + Prepare agendas, ... reporting system + Assist in the execution of client recommendations + Run financial projections for clients using sophisticated Excel models + Assist advisors in… more
- JPMorgan Chase (Palo Alto, CA)
- …suite + Perform daily administrative and operational duties that support the Financial Advisor (s) and clients, including direct communication with clients ... solutions tailored to clients' specific needs. As a Client Associate in JP Morgan Advisors, you will provide dedicated...client meetings + Serve as a liaison between the Financial Advisor team, branch management, compliance and… more
- Kestra Financial (Palo Alto, CA)
- …the finish line and have a desire to learn, advance, and excel? The Senior Sales Associate reports to the Financial Advisor and is critical in meeting ... client and prospect workflow + Communicate client requests to the Financial Advisor . + Deepen client relationships and establish credibility and rapport both… more
- Morgan Stanley (Menlo Park, CA)
- …needs as examples * Input orders at the direction of clients and/or Financial Advisor (s), discuss reinvestment options and corporate actions with clients at ... Review and take appropriate action on client account alerts *OTHER* * Partner with Financial Advisor (s) in developing a business plan and delivering against a… more
- Stanford University (Stanford, CA)
- Program Associate **Graduate School of Business, Stanford, California, United States** Administration Post Date Aug 22, 2024 Requisition # 104339 **This is a 1 year, ... to encourage team formation, dinners with instructors, and an Advisor Fair where students receive feedback from a variety...of delivery. The CES team is hiring a Program Associate to provide administrative and operational support for experiential… more
- Morgan Stanley (Palo Alto, CA)
- …and/or Experience:* * At least 4 or more years of experience as a Financial Advisor (with satisfactory production and compliance record), or comparable product ... *POSITION SUMMARY:* * * The Associate Market Manager plays a key role in...*Accountability:* * Plays a leading role in the Market's financial and sales performance, including expense management * Assists… more
- H&R Block (Palo Alto, CA)
- …requirements + High school diploma / equivalent or higher **Posting Title:** Block Advisor Tax Associate **Sponsored Job:** \#6552 **Pay Range Minimum:** 11 ... **524878BR** **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
- JPMorgan Chase (Redwood City, CA)
- …interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth ... Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made...not available in all states. Chase is a leading financial services firm, helping nearly half of America's households… more
- Bank of America (Palo Alto, CA)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... Wealth Management Client Associate Palo Alto, California **Job Description:** At Bank...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- Bank of America (Palo Alto, CA)
- …accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in ... Registered Private Wealth Client Associate Palo Alto, California **Job Description:** Merrill Wealth...other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients… more
- Robert Half Finance & Accounting (Pleasanton, CA)
- …please contact Yuzo Shimura on LinkedIn at Robert Half Title: Client Service Associate Location: Pleasanton Salary: 75k-85k About the Company: The company is a ... rapidly expanding registered investment advisor (RIA) firm that specializes in providing comprehensive wealth management and financial planning services to both… more
- Dorsey & Whitney LLP (Palo Alto, CA)
- Emerging Companies Associate (#841) Dorsey is seeking an experienced Corporate Attorney to provide support to our Northern California Emerging Companies Practice in ... in salary. Associates are eligible to participate in Dorsey's associate bonus program, subject to the program's conditions and...& Whitney LLP since 1912 as a trusted legal advisor and valued business partner. With locations across the… more
- Stryker (Fremont, CA)
- …please visit our website at www.stryker.com. **About the Role** As a Trauma Sales Associate , you will work with a high degree of intensity and commitment to support ... helping people, and committed to building strong relationships as a trusted advisor to our clients. **Required Skills** * **Integrity** : Reliable, dependable,… 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
- ADP (Milpitas, CA)
- …(HRO).** + **_Are you ready for your next best job where you can elevate your financial future?_** + **_Are you looking to grow your career with a formal career path ... life-long friendships here. + **Collaborate Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal partners, and overall… more