- Edward Jones (Oakland, 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 (Oakland, CA)
- Financial Solutions Advisor Stage I -...demanding environment. * A bachelor's degree, or 1-2 years' experience working in the financial service industry ... If you are an individual who is passionate about helping clients reach their financial goals, join Bank of America's ** Advisor Development Program** and become… more
- Bank of America (San Mateo, CA)
- Financial Solutions Advisor Registration Candidate- Consumer Investments- Greater Bay Region Los Altos, California;Napa, California; Greenbrae, California; ... individual who is passionate about helping clients reach their financial goals, join Bank of America's ** Advisor ...demanding environment. * A bachelor's degree, or 1-2 years' experience working in the financial service industry… more
- Bank of America (San Leandro, CA)
- …to progress further within ADP with the ultimate aim of becoming a core Merrill Financial Advisor . The Academy will support you along the way with dedicated ... Advisor Development Program - Financial Solutions...demanding environment. + A bachelor's degree, or 1-2 years' experience working in the financial service industry… more
- Bank of America (San Francisco, CA)
- …such as core Banking, and Investment and Life Priority (TM) solutions + Shadows 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...activities and long-term strategies for clients **Desired Qualifications:** + Experience working in the financial service industry… more
- 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...65 in lieu of 66) licenses.** + Two years' experience working in the financial service industry… more
- San Jose State University (San Jose, CA)
- Financial Aid Advisor Apply now (https://secure.dc4.pageuppeople.com/apply/873/gateway/default.aspx?c=apply&lJobID=535691&lJobSourceTypeID=837&sLanguage=en-us) ... California, Probationary, Full Time, Student Services Job Summary The Financial Aid Advisor performs functions under the...Degree + Three (3) to Four (4) years of experience within a financial aid environment +… more
- Edward Jones (Oakland, 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 (San Francisco, CA)
- …practice and complete the training and development needed to continue a successful career as a Financial Advisor Required Skills: + FINRA Series 7 & 66 (63 & ... Description:** If you have at least 5+ years of experience as a Financial Advisor ...65 accepted, in lieu of 66) registrations required with 5+ years' experience + Established… more
- JPMorgan Chase (San Francisco, 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
- Robert Half Finance & Accounting (San Francisco, CA)
- …opportunity. Join our client, an independent RIA based in San Francisco, as a financial advisor . They design innovative investment strategies for a diverse range ... built on collaboration and success. Key Responsibilities of a Financial Advisor : + Provide financial ...environment, serving sophisticated clients. Requirements + 5+ years of experience in financial services, specifically in wealth… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Join our client, an independent RIA in the vibrant Bay Area as a financial advisor . They craft innovative investment strategies for a diverse clientele, from ... community of collaboration and success. Some Responsibilities of a Financial Advisor : + Offer financial ...Requirements + 4+ years of finance services (wealth management) experience . + CFP designation required . + Bachelor's… more
- Atria Wealth Solutions (San Francisco, CA)
- …(CFS), in its partnership with San Francisco Fire Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its ... security by making sound investment choices. As a Financial Advisor your responsibilities include, but are...and Background + Two or more years of sales experience in the financial services industry, preferably… more
- Bank of America (Oakland, CA)
- Financial Solutions Advisor - Consumer Investments- Central CA Region Danville, California;Brentwood, California; Vallejo, California; Sacramento, California; ... Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to...products and services. + Has at least one year experience working in the financial service industry… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …clients' financial dreams. HYBRID work schedule. As a trusted advisor navigating complex options, you'll thrive in a supportive, collaborative office ... where success is inevitable. Some Responsibilities of an Associate Advisor : + Offer financial planning and investment...team. Requirements + Bachelor's degree + 5+ years of experience in financial services preferably at another… more
- Bank of America (San Jose, CA)
- Business Solutions Advisor - Orchard Park Financial Center San Jose, California **Job Description:** At Bank of America, we are guided by a common purpose to ... associates during meetings to assist with team delivery of an exceptional client experience ** Required Qualifications:** + Has demonstrated experience and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Requirements Requirements: + Bachelor's degree is preferred. + Minimum of 2 years' experience in the financial services sector. + Must possess at least ... all client interactions. + Work closely with the Lead Advisor to provide prompt and thorough responses. + Track...take the exam within the first two years. + Experience with financial tools like Redtail, Orion,… more
- TIAA (San Francisco, CA)
- …65; Series 66 **Physical Requirements** + Physical Requirements: Sedentary Work **Career Level** 6IC ** Required Experience ** + 2 years of experience in ... and service solutions. **Key Responsibilities and Duties** + Partners with Advisor Consultant(s) to develop consultative relationships with Financial Advisors,… more
- TEKsystems (Concord, CA)
- **Hybrid in Concord, CA Description: The Advisor Services Specialist provides support to Financial Advisors on new client and account set-up procedures and ... in finance, business, communication, or other related field + 1+ years of financial services industry experience + Proven customer service abilities + Strong… more
- Citigroup (San Francisco, 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) ... new recruits **Qualifications and Skills:** . 5-8 years of experience serving in a financial advisory capacity...industry . Language skills in Mandarin/Cantonese preferred, but not required . Strong analytical and financial skills… more