- Edward Jones (San Mateo, CA)
- … - Get registered and licensed and learn how to be a financial advisor with the industry's top training program1. + Salary for the first four years ... are eligible for paid sick leave and paid time off. Financial advisors may be...you see yourself ** + Learning to be a financial advisor through our comprehensive training… more
- Thrivent Financial (San Francisco, CA)
- Thrivent Financial Advisor Meaningful work. Rewarding career. Make...500 leader. We offer up to 24 weeks of paid training and coaching as you obtain your ... control over the income you earn, as you'll be paid through commissions and incentives based on your success....advisor onboarding program. Job Description As a Thrivent Financial advisor , you'll: + Build a … more
- Edward Jones (San Francisco, 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...are eligible for paid sick leave and paid time off. Financial advisors may be… more
- Atria Wealth Solutions (San Jose, CA)
- …its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor Associate to join its growing team providing retirement and investment ... its Investment Team! We are a looking for a Financial Advisor Associate (FAA) to provide retirement...(EAP) + PTO for part-time and full-time positions + Paid holidays Personal Development: + On-the-job training … 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) ... center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth...closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients,… 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) ... center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth...closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients,… more
- JPMorgan Chase (Daly City, CA)
- Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products ... to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a...impact on our business. As a Senior Home Lending Advisor in Chase Home Lending, you will join a… more
- JPMorgan Chase (Oakland, CA)
- Join our fun, high-energy team as a Community Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending ... to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a...impact on our business. As a Community Home Lending Advisor in Chase Home Lending, you will join a… more
- SF Fire Credit Union (San Francisco, CA)
- …our vision to help empower members to accomplish their dreams and build lasting financial security in whatever way is most relevant to their role? What it feels ... Specialists (2 levels). This job description is specific to the Member Services Advisor role. Member Services Advisors are expected to provide our membership with… more
- Wells Fargo (San Jose, CA)
- …(https://www.wellsfargojobs.com/career-areas/) . **In this role you will:** + Assist Financial Advisor (s) with sales, service and operational related ... to clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information… more
- Edward Jones (Los Altos, CA)
- …Office Support Professional role, you are a critical member of that team along with the financial advisor . You are the first voice a client hears when they call ... see them coming a mile away. You and your financial advisor are essential in working together...every step of the way, providing:** + Comprehensive 6-month training including an experienced peer to help mentor you… more
- Kestra Financial (Palo Alto, CA)
- …desire to learn, advance, and excel? The Senior Sales Associate reports to the Financial Advisor and is critical in meeting clients' needs and developing ... manage both client and prospect workflow + Communicate client requests to the Financial Advisor . + Deepen client relationships and establish credibility and… more
- WSP USA (Oakland, CA)
- …our market share to fulfill our goal that WSP become the preferred, trusted advisor to our clients. + Manages local client coordination and cross-selling efforts in ... delivery and client relationship management and being a "trusted advisor ". **People & Culture** + Works with regional and...place to work, grow and thrive. + Emphasizes employee training , development and mentoring to create a unique work… more
- ADP (Pleasanton, CA)
- …in our Major Accounts division. + **_Are you ready to control your financial future with unlimited upside earnings potential?_** + **_Are you looking for continuous ... employees. With a little help from our top-notch sales training , you'll connect with both new and existing clients...+ **Collaborate** **Daily.** You will serve as a trusted advisor , partner, and ADP ambassador to your clients, internal… more
- Manulife (San Francisco, CA)
- …plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off ... team + Maintain the highest standard of excellence in advisor service by attending to inquires/requests + Train advisors...innovationWe invite you to help redefine the future of financial services. + Delivering the promise of Diversity, Equity… more
- Huntington Ingalls Industries (Mountain View, CA)
- …choices; wellness resources; employee assistance programs; Savings Plan Options (401(k)); financial planning tools, life insurance; employee discounts; paid ... range from C5ISR, AI and Big Data, cyber operations and synthetic training environments to fleet sustainment, environmental remediation and the largest family of… more
- Jabil (San Jose, CA)
- …business units within the region, serving as the primary Human Resources contact and advisor to managers and employees. Partners with HR peers in the execution of ... of the business, mitigate risks, and ensure legal compliance contributing to the long-term financial success of the company. What will you do? + Works from inside… more
- Huron Consulting Group (San Francisco, CA)
- …and close contracts for new work. They also cultivate lasting, trusted advisor business relationships which bring forth positive references-and that translates to ... broad business background with an ability to fit together marketing, financial , systems and operational management issues. + **Conceptual, Strategic and… more
- Citigroup (San Carlos, CA)
- …partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) + ... informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of...and High Net Worth segment through the use of financial planning and excellent discovery and profiling skills. +… more
- Taiho Oncology (Pleasanton, CA)
- …for providing sound advice and judgement. Affects change by being a strategic advisor to clients through internal consulting and problem solving across the following ... provide People strategy and organizational updates. + Serves as the executive advisor to the Partner, Educate, Entertain, Party, socialize (PEEPS) committee and is… more