- TIAA (Sherman Oaks, CA)
- **Wealth Management Advisor ** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established ... you aspire to be, you will thrive as an Advisor at TIAA. * Deeply curious with a demonstrated...State) - Multiple Issuers required + Certified Financial Planner ( CFP ) - Certified Financial Planner Board of Standards preferred… more
- Bank of America (Monterey, CA)
- Merrill Financial Solutions Advisor - Silicon Valley Market San Jose, California;San Jose, California; Monterey, California **To proceed with your application, you ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Jose/Merrill-Financial-Solutions- Advisor Silicon-Valley-Market\_25032389) **Job Description:** Merrill Wealth Management is a… more
- Umpqua Bank (Walnut Creek, CA)
- Senior Wealth Advisor Wealth Management Irvine, California Sacramento, California Santa Rosa, California Eugene, Oregon Los Angeles, California Medford, Oregon San ... Together for better. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work...preferred and/or applicable professional credentials such as CFA, CIMA, CFP , CWS, CEPA, or AIF, required. + 5+ years… more
- Bank of America (Chico, CA)
- Merrill Financial Solutions Advisor (Partially Licensed) - Sacramento Market Sacramento, California;Modesto, California; Redding, California; Chico, California; ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Sacramento/Merrill-Financial-Solutions- Advisor --Partially-Licensed Sacramento-Market\_25030749) **Job Description:** **Job Description:** This job is… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- Description A respected independent SEC Registered Investment Advisor is expanding its Wealth Management team and seeking both Managers and Senior Managers who are ... and grow within the firm. Key Responsibilities: + Serve as a trusted advisor to high-net-worth clients. + Deliver tailored financial planning and investment advisory… more
- Umpqua Bank (Sacramento, CA)
- Private Client Advisor Wealth Management South Jordan, Utah Bellevue, Washington Seattle, Washington Sacramento, California Greenwood Village, Colorado San Diego, ... Together for better. **About the Role:** Our Private Client Advisor will work with the high and ultra-high net...Bachelor's degree, required. + Advanced Degree, MBA MSF CFA CFP CPA CTFA JD, preferred. + 5-10 years of… more
- City National Bank (Los Angeles, CA)
- *FINANCIAL ADVISOR SENIOR* WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line ... MBA and 3-5 years of experience. * May possess CFP , JD/LLM, CIMA or Cannon Certified Wealth Strategist designation....63 securities licenses and state insurance license required. * CFP designation highly preferred. *WHAT'S IN IT FOR YOU?*… more
- Robert Half Finance & Accounting (Mill Valley, CA)
- Description Senior Wealth Advisor - Independent RIA Location: Mill Valley, CA | Hybrid (2-3 days in office) Compensation: $175,000 - $200,000 DOE + Bonus + Profit ... Share Jennifer Fukumae is partnering with a highly regarded independent SEC-Registered Investment Advisor in Mill Valley to identify a Senior Wealth Advisor .… more
- CIBC (Newport Beach, CA)
- …(https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Private Banking Advisor 's primary purpose is identifying, cultivating and introducing new ... of your interview._** **How you'll succeed** The Private Banking Advisor 's specific focus is growth through new relationships and...degree or certification including MBA, JD, formal credit training, CFP , CFA, CTFA or CPA preferred. + Series 7,… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Wealth Advisor / Lead Wealth Advisor A nationally recognized, purpose-driven wealth management firm is seeking experienced and client-focused ... + Undergraduate degree required. + CERTIFIED FINANCIAL PLANNER (TM) ( CFP (R)) designation required. + 4+ years of experience for...(R)) designation required. + 4+ years of experience for Advisor role; 6+ years for Lead Advisor … more