- 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 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...RIA + Must be at least already in the CFP program if currently not a CFP … more
- TIAA (San Francisco, CA)
- …Management Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and develop recommendations that ... **Wealth Management Advisor ** Supported with a robust array of resources...License (Resident State) - Multiple Issuers required + Certified Financial Planner ( CFP ) - Certified Financial… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …with a proven track record of engaging directly with high-net-worth clients. + Certified Financial Planner ( CFP ) designation is a must. + Exceptional ability to ... immediate consideration and additional info. Our client, a top-tier Registered Investment Advisor with $10 billion in assets under management, is searching for an… more
- Bank of America (San Leandro, 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
- 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
- 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 (Marin County, CA)
- …the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies. + Manage Financial Plans: Develop and ... in financial planning, wealth management, or investment advisory. + CFP (R) certification required; Series 65 or equivalent preferred. + Expertise in investment… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Fukumae on LinkedIn for prompt consideration!** Job Posting: VP Wealth Advisor Employment Type: Full-Time Location: San Francisco; Hybrid Salary: $150-200K +Bonus ... both institutional and individual investors, provides a comprehensive range of financial solutions. Its diverse offerings include traditional and alternative equity… more
- Robert Half Finance & Accounting (Marin County, CA)
- …supportive and forward-thinking team. What You'll Do: + Serve as a trusted advisor , providing personalized financial planning and investment guidance. + Manage ... professional development. You'll manage high-net-worth client relationships, deliver tailored financial strategies, and contribute to the firm's long-term vision-all… 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
- Robert Half Finance & Accounting (San Francisco, CA)
- …field + 5+ years of wealth management experience + MUST have a Certified Financial Planner ( CFP ) designation + Active Series 65 + BlackDiamond trading and ... dental and vision, 401k match, paid parking. Responsibilities: + Design comprehensive financial plans covering cash flow, retirement, tax, and risk management +… 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