- Bank of America (Brentwood, 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
- 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
- Navy Federal Credit Union (Vacaville, CA)
- …appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/ advisor /agent of Navy ... market strategy, product demonstration and promoting products and services + Basic experience consulting with customers to access their financial status and… 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 (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
- Moss Adams LLP (Walnut Creek, CA)
- …reveal business opportunities or risks **Qualifications:** + Bachelor's degree or equivalent work experience required + Minimum of 1 year of related ... better decisions and spend less time on accounting and financial operations. The Consultant role is instrumental to our...CPA license upon hire in state of employment + Experience with Excel, Word, and Outlook required ;… more
- BMO Financial Group (Vacaville, CA)
- …related field of study preferred, not required . + 7+ years of experience in a financial services organization with knowledge of banking products, services, ... experience . Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that are tailor made for the individual.… more
- BMO Financial Group (Walnut Creek, CA)
- …experience in finance, accounting and business law. + 15+ years of relevant experience in negotiating and structuring financial transactions. + Minimum of 15 ... years in financial services industry experience in a corporate lending environment with solid achievements in developing business. + Formal credit training and… 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 ... pivotal role in helping our business clients achieve their financial goals. They approach each and every day with...The responsibilities are as follows: + Be the primary advisor for our business clients. + Build, develop and… more
- JPMorgan Chase (Walnut Creek, CA)
- …with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth Management, ... the business unit, and complying with regulatory requirements. You will be required to prioritize daily tasks, track progress, and consistently meet deadlines, while… more