- Bank of America (San Jose, CA)
- Financial Solutions Advisor Registration Candidate- Consumer Investments- San Jose Area San Jose, California;San Jose, California; San Jose, California; ... your role and throughout your career journey. As a ** Financial Solutions Advisor Stage I...career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all… more
- Bank of America (Union City, CA)
- Financial Solutions Advisor Registration Candidate- Consumer Investments- Union City Financial Center Union City, California **Job Description:** The ... your role and throughout your career journey. As a ** Financial Solutions Advisor Stage I...career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all… more
- Bank of America (San Leandro, CA)
- Advisor Development Program - Financial Solutions Advisor Trainee: San Leandro Industrial Center San Leandro, California **Job Description:** Merrill ... **Role Specifics:** As an Advisor Development Program Financial Solutions Advisor Stage I...career journey. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all… more
- Bank of America (San Jose, CA)
- Merrill Financial Solutions Advisor - Silicon Valley Capital Market San Jose, California;San Jose, California; Monterey, California **Job Description:** ... the bank. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all...Journey:** During this stage of your journey, the Merrill Financial Solutions Advisor (MFSA) will… more
- Edward Jones (San Mateo, 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...our comprehensive training program? + Delivering personalized investment and financial solutions to your clients? + Taking… more
- Thrivent Financial (Pleasanton, CA)
- Thrivent Financial Advisor Meaningful work. Rewarding career. Make an impact providing holistic purpose-based financial advice to clients, helping them ... advisor onboarding program. Job Description As a Thrivent Financial advisor , you'll: + Build a ...500 company that offers a full range of expert financial solutions , serving more than 2 million… more
- JPMorgan Chase (Sunnyvale, CA)
- …everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive ... our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional...to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a… more
- Bank of America (San Jose, CA)
- …of the client * Ability to influence; proactively asks for and closes business * Solutions oriented; sales and financial aptitude a must * Must be a skilled ... Private Client Advisor II San Jose, California **Job Description:** At...are guided by a common purpose to help make financial lives better through the power of every connection.… more
- Citigroup (Sunnyvale, 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) ... Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional and...center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth… more
- JPMorgan Chase (Fremont, CA)
- …files to identify potential problems with loan applications and arrive at workable solutions with the Home Lending Advisor (s) prior to submission to processing. ... work in unison with one or more Home Lending Advisor (s) to create an outstanding customer experience for home...also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.… more
- Deloitte (San Jose, CA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... a passion for client consultation, improving computational software applications and proprietary solutions , we have the career opportunity to keep you buzzing! Work… more
- Deloitte (San Jose, CA)
- …not CPA eligible: + Licensed Attorney + Enrolled Agent + Certifications: + Chartered Financial Advisor (CFA) + Certified Financial Planner (CFP) Preferred: + ... If you have a passion for improving computational software applications and proprietary solutions , we have the career opportunity to keep you buzzing! Work You'll… more
- Bank of America (San Jose, CA)
- …obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE Act Registration ; ADV-2B Required + Obtain and/or ... **Job Description:** This job is responsible for supporting the Financial Advisor (FA) team to further develop...and acquisition. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all… 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
- Bank of America (San Jose, CA)
- …to analyze and comprehend complex financial data and provide appropriate financial solutions + Professional and effective interpersonal skills **Skills:** + ... are guided by a common purpose to help make financial lives better through the power of every connection....with certain specified criminal history for the position Credit Solutions Advisor II: FDIC, Safe Act/Loan Originators… more
- BMO Financial Group (San Jose, CA)
- …a differentiated experience. Our customer-centric approach prioritizes client goals through financial planning, delivering solutions that are tailor made for ... + Acts as the primary client contact to uncover financial needs and provide meaningful solutions in...to develop strong customer relationships; acts as client's trusted advisor and primary point of contact. + Proactively works… more
- Citigroup (San Carlos, CA)
- …banking, credit and investment needs and goals in order to provide holistic financial solutions . + Provide regular value-added engagement with clients- High ... partners where appropriate (including, but not limited to Lending Consultants and Financial Advisor , Small Business Partners, Relationship Manager, etc.) +… more
- US Bank (San Jose, CA)
- …+ Educate clients on available deposit and loan products and services. + Recommend financial solutions based on each client's unique goals and needs. + Bring ... The responsibilities are as follows: + Be the primary advisor for our business clients. + Build, develop and...new and existing relationships with business clients. + Deliver financial expertise and client-centric solutions that build… more
- San Jose State University (San Jose, CA)
- …Coordinate creation of flyers and bi-weekly newsletter with Outreach and Recruitment Advisor + Sorts and distributes mail, faxes, messages and other communication + ... Student Success Center + Maintain Student Success Center calendar and event registration + Assists with the center's marketing, coordinating the posting and… more