Financial advisor Jobs in Santa Clara, CA

Last updated: 16 hours ago

Promoted

Financial Advisor

Innovations PSISan Jose, CA, United States

$115,000.00–$225,000.00 yearly

Full-time

Interested candidates should be Bay Area locals with a passion for personalized wealth management.Manage client portfolios, overseeing assets ranging from $1-3M+. Provide tailored financial advice c...Show moreLast updated: 22 days ago

Promoted

Financial Advisor

H&H Talent SolutionsSan Jose, CA, United States

Full-time

Financial Advisor – Lead, Grow, and Thrive.At Ameriprise, we offer an unparalleled opportunity for.Network and acquire high-net-worth clients. Series 7, 63 / 65 (or 66), and state life / health insuranc...Show moreLast updated: 1 day ago

Promoted

Financial Advisor

NIM Retirement Groupsan jose, CA, United States

$90,000.00–$120,000.00 yearly

Full-time

Are you looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relati...Show moreLast updated: 30+ days ago

Promoted

Financial Advisor

MassMutual Northern CaliforniaSan Jose, CA, US

Full-time

Promoted

Financial Advisor

SteelPeak WealthSanta Clara, CA, United States

Full-time

At SteelPeak Wealth, we operate with a growth mindset.We are seeking Bay Area-based advisors who are ready to join an RIA that surrounds them with resources and talent so they can focus on what the...Show moreLast updated: 2 days ago

Promoted

Associate Financial Advisor

New York Life Insurance Company - Santa Clara General OfficeSan Jose, CA, US

$107,500.00 yearly

Full-time

We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by th...Show moreLast updated: 30+ days ago

Financial Advisor

Empirical Wealth ManagementLos Gatos, California, United States, 95030

$100,000.00–$250,000.00 yearly

Full-time

About Empirical Wealth Management.Empirical Wealth Management is a rapidly growing financial services firms, currently directing the financial lives and managing assets for hundreds of individuals ...Show moreLast updated: 2 days ago

Financial Advisor

BMOCA,HB San Jose,H

$67,200.00–$124,800.00 yearly

Full-time

Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer.Determines client nee...Show moreLast updated: 30+ days ago

Promoted

State Licensed Financial Advisor

VirtualVocationsSunnyvale, California, United States

Full-time

A company is looking for a Financial Professional- Advisor Assist.Key ResponsibilitiesProactively contact clients via phone, email, and chat to establish relationshipsProvide a single point of cont...Show moreLast updated: 1 day ago

Financial Advisor / Insurance Agent

Primerica Financial Services - Lake ElsinoreCon Lake, CA, US

$2,000.00 monthly

Quick Apply

Have you ever considered getting state-licensed in life insurance and or investment accounts? If so, you can recruit and build your team. This is the perfect opportunity to get your foot in the door...Show moreLast updated: 30+ days ago

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New!

Financial Advisor Associate

Atria Wealth SolutionsSan Jose, CA, United States

$64,488.00 yearly

Full-time

Patelco Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor Associate to join its growing team providing retirement and investment servic...Show moreLast updated: 16 hours ago

Promoted
New!

Merrill Experienced Financial Advisor

Bank of AmericaSan Jose, CA, United States

$48,000.00–$100,000.00 yearly

Full-time

Merrill Experienced Financial Advisor.Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York. Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood,...Show moreLast updated: 17 hours ago

Promoted

Financial Advisor - No Experience Required

Edward JonesSan Jose, CA, US

$45,000.00–$100,000.00 yearly

Full-time

If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you.Financial advisors partner with clients to help them achieve their long-term finan...Show moreLast updated: 1 day ago

Promoted
New!

Associate Financial Advisor

Brio Financial GroupSan Jose, CA, United States

Full-time

Want to work in a fun and friendly office with a supportive, collaborative team? Are you someone who always puts clients interests first, believes in fiduciary standards, has a hunger to learn, con...Show moreLast updated: 17 hours ago

Promoted
New!

Associate Financial Advisor

New York Life Insurance CompanySan Jose, CA, United States

Full-time

Financial Advisor

New York LifeMarin County, CA

$124,000.30 yearly

Are you a leader who has the following traits?.If the answer is yes, consider becoming an insurance agent / financial advisor to drive positive impact in the lives of families every day.At New York ...Show moreLast updated: 30+ days ago

Promoted
New!

Financial Advisor

Priority Financial GroupSanta Clara, CA, United States

Full-time

Priority Financial Group is seeking a high quality, driven, and energetic Financial Advisor to work with one of our top credit union partners. The role of the Financial Advisor is to enhance member ...Show moreLast updated: 16 hours ago

Promoted

Financial Advisor

Veraz Advisorssan jose, CA, United States

Full-time

Are you an experienced Financial Advisor seeking a unique opportunity to lead and grow your own office? Veraz Advisors is expanding into San Jose, and we're looking for a dynamic professional to sp...Show moreLast updated: 15 days ago

Financial Advisor

Innovations PSISan Jose, CA, United States

22 days ago

Salary

$115,000.00–$225,000.00 yearly

Job type

Full-time

Job description

Our client is looking for Financial Advisors to manage existing client relationships and foster growth through comprehensive financial planning. Interested candidates should be Bay Area locals with a passion for personalized wealth management.

Responsibilities :

Manage client portfolios, overseeing assets ranging from $1-3M+.
Provide tailored financial advice covering equity compensation, tax, real estate, estate planning, insurance, and more.
Collaborate with the Business Development team—no need to bring a book of business.
Engage in new strategies and global partnerships for clients with substantial assets.

Qualifications :

MUST HAVE CFP certification and 3-7 years of client-facing advisory experience.

Deep knowledge of Bay Area firm benefits, equity compensation, and other relevant financial areas.

Proven track record of longevity in previous roles (no short-term movements).

Strong communication and relationship-building skills with high-net-worth clients.

Ability to lead client meetings, develop comprehensive financial plans, and collaborate with internal teams.

Salary : $115,000 - $225,000, DOE

Please submit your resume for additional details and a full job description.