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Financial advisor Empleos en Santa clara ca

Última actualización: hace 11 horas
  • Oferta promocionada
Financial Advisor

Financial Advisor

SteelPeak Wealthsunnyvale, CA, United States
A tiempo completo
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...Mostrar másÚltima actualización: hace más de 30 días
  • Oferta promocionada
Financial Advisor

Financial Advisor

NIM Retirement Groupsan jose, CA, United States
90.000,00 US$–120.000,00 US$ anual
A tiempo completo
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...Mostrar másÚltima actualización: hace más de 30 días
  • Oferta promocionada
Financial Advisor

Financial Advisor

MassMutual Northern CaliforniaSan Jose, CA, US
A tiempo completo
MassMutual Northern California Locations |.Pleasanton | Walnut Creek | Roseville | Fremont | San Jose | San Mateo.We're looking for both experienced financial professionals to join our team.Whe...Mostrar másÚltima actualización: hace más de 30 días
  • Oferta promocionada
Associate Financial Advisor

Associate Financial Advisor

Brio Financial Groupsanta clara, CA, United States
A tiempo completo
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, co...Mostrar másÚltima actualización: hace más de 30 días
  • Oferta promocionada
Associate Financial Advisor

Associate Financial Advisor

New York Life Insurance Company - Santa Clara General OfficeSan Jose, CA, US
107.500,00 US$ anual
A tiempo completo
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...Mostrar másÚltima actualización: hace más de 30 días
  • Oferta promocionada
  • Nueva oferta
Financial Advisor Associate

Financial Advisor Associate

Atria Wealth SolutionsSan Jose, CA, United States
64.488,00 US$ anual
A tiempo completo
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...Mostrar másÚltima actualización: hace 13 horas
Financial Advisor

Financial Advisor

BMOCA,HB San Jose,H
67.200,00 US$–124.800,00 US$ anual
A tiempo completo
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...Mostrar másÚltima actualización: hace más de 30 días
Financial Advisor

Financial Advisor

Empirical Wealth ManagementLos Gatos, California, United States, 95030
100.000,00 US$–250.000,00 US$ anual
A tiempo completo
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 ...Mostrar másÚltima actualización: hace 2 días
  • Oferta promocionada
FINANCIAL ADVISOR, WEALTH MANAGEMENT

FINANCIAL ADVISOR, WEALTH MANAGEMENT

Credit Union of Southern CaliforniaCA, United States
78.000,00 US$ anual
A tiempo completo
This role at CU SoCal in Financial Services would allow you to join the.Wealth Management team as a Financial Advisor.Under this model Financial Advisors are NOT employees of LPL Financial.Financia...Mostrar másÚltima actualización: hace 3 días
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State Licensed Financial Advisor

State Licensed Financial Advisor

VirtualVocationsSunnyvale, California, United States
A tiempo completo
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...Mostrar másÚltima actualización: hace 1 día
  • Oferta promocionada
  • Nueva oferta
Financial Advisor

Financial Advisor

Innovations PSISunnyvale, CA, United States
115.000,00 US$–225.000,00 US$ anual
A tiempo completo
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...Mostrar másÚltima actualización: hace 13 horas
  • Oferta promocionada
  • Nueva oferta
Financial Advisor

Financial Advisor

H&H Talent Solutionssan jose, CA, United States
A tiempo completo
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...Mostrar másÚltima actualización: hace 11 horas
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  • Nueva oferta
Merrill Experienced Financial Advisor

Merrill Experienced Financial Advisor

Bank of AmericaSan Jose, CA, United States
48.000,00 US$–100.000,00 US$ anual
A tiempo completo
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,...Mostrar másÚltima actualización: hace 13 horas
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Financial Advisor - No Experience Required

Financial Advisor - No Experience Required

Edward JonesSan Jose, CA, US
45.000,00 US$–100.000,00 US$ anual
A tiempo completo
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...Mostrar másÚltima actualización: hace 1 día
  • Oferta promocionada
  • Nueva oferta
Associate Financial Advisor

Associate Financial Advisor

New York Life Insurance CompanySan Jose, CA, United States
A tiempo completo
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...Mostrar másÚltima actualización: hace 13 horas
Financial Advisor

Financial Advisor

New York LifeMarin County, CA
124.000,30 US$ anual
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 ...Mostrar másÚltima actualización: hace más de 30 días
  • Oferta promocionada
  • Nueva oferta
Financial Advisor

Financial Advisor

Priority Financial GroupSanta Clara, CA, United States
A tiempo completo
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 ...Mostrar másÚltima actualización: hace 12 horas
  • Oferta promocionada
Financial Advisor

Financial Advisor

Veraz Advisorssan jose, CA, United States
A tiempo completo
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...Mostrar másÚltima actualización: hace 15 días
Financial Advisor

Financial Advisor

SteelPeak Wealthsunnyvale, CA, United States
Hace más de 30 días
Tipo de contrato
  • A tiempo completo
Descripción del trabajo

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 they do best – taking care of clients and growing assets. You would be our first hire in the Bay Area and help establish our presence there.

Key Responsibilities :

  • Provide personalized financial advice and strategies to clients based on their financial goals and risk tolerance.
  • Develop and maintain long-term relationships with clients, ensuring their financial needs are met and exceeded.
  • Conduct regular reviews of clients' financial portfolios and provide recommendations for adjustments and improvements.
  • Stay informed about market trends, investment products, and regulatory changes to offer up-to-date advice.
  • Collaborate with other team members to deliver comprehensive financial planning services.
  • Assist clients with retirement planning, estate planning, tax strategies, and insurance needs.
  • Maintain accurate and detailed records of client interactions and financial plans.

Why Join SteelPeak?

  • You get to be part of a firm that values your growth and development
  • We're one of the nation’s fastest-growing RIAs (according to Forbes) with a 26% CAGR over the past 10 years
  • Competitive salary and bonuses
  • Health, dental, and vision insurance
  • 401(k) matching program
  • Professional development opportunities