- Bank of America (Watsonville, CA)
- Financial Solutions Advisor Registration Candidate- Consumer Investments- Greater Bay Region Los Altos, California;Napa, California; Greenbrae, ... 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 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 (Watsonville, 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
- JPMorgan Chase (San Jose, 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
- 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 (Morgan Hill, 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 (Morgan Hill, 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
- Deloitte (San Jose, CA)
- …can be a complex and time-consuming process and companies must address financial reporting, accounting, and auditing considerations to prepare a registration ... or a SPAC should cover cross-functional topics such as: accounting and financial reporting, finance effectiveness, financial planning and analysis, tax matters,… more
- Veralto (San Jose, CA)
- …Veralto is creating today. Veralto is a $5B global leader in essential technology solutions made up of over 16,000 associates across our Water Quality and Product ... is a leading global manufacturer of coding and marking solutions helping to preserve the safety, quality, and authenticity...and resolve challenges and problems + Become a trusted advisor and partner for our customers, to develop excellent… more