- Robert Half Finance & Accounting (San Mateo County, CA)
- …with minimal turnover and a clear career path to becoming a Lead Advisor . Enjoy bonuses and a lucrative Profit Sharing program. Some Responsibilities: + Partner ... Lead Advisors: Attend meetings, gather data, create and present financial plans. + Collect and analyze client financial... financial plans. + Collect and analyze client financial information. + Develop financial plans, investment… more
- Edward Jones (San Ramon, 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
- 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...mutual trust, respect, feedback, and accountability. + As an associate , you are required to complete ongoing training offered… more
- H&R Block (Lafayette, CA)
- **524405BR** **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
- 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
- Umpqua Bank (Walnut Creek, CA)
- Private Client Advisor Wealth Management Walnut Creek, California **Description** **About Us:** At Umpqua, we create a great place to work by offering a unique brand ... and support our broader purpose. Think of us as financial partners, because at Umpqua, we believe the best...Together for better. **About the Role:** Our Private Client Advisor will work with the high and ultra-high net… 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 ... make your mark by delivering high-quality support and innovative financial solutions. As a Client Associate within...client meetings + Serve as a liaison between the Financial Advisor team, branch management, compliance and… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …their team. The Senior Client Service Associate works alongside a Senior Financial Advisor to provide top-tier support to both current and potential clients. ... prospect records. + Attending client meetings under the guidance and supervision of a financial advisor . + Handling client service tasks such as collecting … 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
- H&R Block (Pleasanton, CA)
- …+ **High school diploma / equivalent or higher** **Posting Title:** **Block Advisor Tax Associate ** **Sponsored Job:** **\#6549** **Pay Range Minimum:** **11** ... **524862BR** **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
- H&R Block (San Jose, CA)
- …requirements + High school diploma / equivalent or higher **Posting Title:** Block Advisor Tax Associate **Sponsored Job:** \#6552 **Pay Range Minimum:** 11 ... **524852BR** **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 (Mountain View, CA)
- …interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JPMorgan 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 (San Jose, 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 San Jose, 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
- Bank of America (Walnut Creek, 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 (FP) Walnut Creek, California **Job Description:** Merrill...other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients… more
- Dorsey & Whitney LLP (Palo Alto, CA)
- Technology Commerce Associate or Of Counsel (#932) - Palo Alto Dorsey & Whitney LLP is seeking a Technology Commerce Associate or Of Counsel with at least six ... & Whitney LLP since 1912 as a trusted legal advisor and valued business partner. With locations across the...a history of achieving client success: - Banking and Financial Institutions - Development and Infrastructure - Energy &… more
- Robert Half Finance & Accounting (Walnut Creek, CA)
- …LinkedIn or email for additional info and immediate consideration. Join a boutique financial firm known for its personalized approach to wealth management. This is a ... advisors, contribute to client success, and advance your expertise in financial planning. Responsibilities: + Support client onboarding and manage scheduling,… 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 (Pleasanton, 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
- Walmart (Sunnyvale, CA)
- …related to forecasts budgets and milestonesFinancial Management Requires knowledge of Financial Management tools and processes Budgeting and internal and external ... ROI of future programs Define measures andmilestones for tracking financial performance of programsTechnology Landscape Awareness Requires knowledge of Understanding… more
- Deloitte (San Jose, CA)
- …tailors transformational change to their specific organization. Who we serve Deloitte's Financial Services Industry consulting practice is the largest in the world, ... genuine passion for driving strategic technical transformation in the financial services industry combined with relationship-building, leadership, and communication… more