- 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
- Robert Half Finance & Accounting (San Ramon, CA)
- …arrangement with options for remote and in-office work, clear career advancement to Lead Advisor or Financial Advisor , and extensive exposure to all facets ... Additionally, they provide firm-sponsored licensing exams and support for Certified Financial Planner (CFP) studies. Responsibilities: + Evaluate client financial… 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
- 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 (Pleasanton, CA)
- **524384BR** **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
- Dow (Hayward, CA)
- Senior Technical Advisor At a glance Position:Senior Technical Advisor Primary Location:Hayward (CA, USA), California, United States of America Schedule:Full ... production staff as they on-board and train. Qualifications: + A minimum of an associate 's degree in a technical discipline or three years or more of relevant… 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 (San Jose, 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
- 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
- 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 ... Registered Wealth Management Client Associate San Jose, California **Job Description:** At Bank...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- Wells Fargo (Palo Alto, CA)
- …of business at wellsfargojobs.com . **In this role you will:** + Assist Financial Advisor (s) with service and operational related activities such as providing ... **About this role:** Wells Fargo is seeking a Senior Client Associate in Wealth and Investment Management as part of Wells Fargo Advisors. Learn more about our… 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 ... Registered 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
- 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
- BMO Financial Group (San Ramon, CA)
- …ensure client expectations are met or exceeded. + Acts as a trusted advisor to assigned business/group. + Influences and negotiates to achieve business objectives. + ... matter expert for internal/external stakeholders. + Participates in the development of financial models and other analytical tools to assist clients in evaluating… more
- Bank of America (Pleasant Hill, CA)
- Senior Banker - Pleasant Hill Financial Center Pleasant Hill, California **Job Description:** Job Description At Bank of America, we are guided by a common purpose ... to help make financial lives better through the power of every connection....has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor… 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