- Bank of America (San Jose, CA)
- …**Job Description:** This job is responsible for working with Financial Advisor (FA) teams to provide comprehensive financial planning solutions. Key ... must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support +...they support + SAFE ACT Registration; ADV-2B Required + CFP (R) or CPWA(R) designation and/or maintain at least one… more
- Atria Wealth Solutions (Dublin, CA)
- …or Series 9/10 Securities Registrations equivalent required. + Previous Financial Advisor experience preferred + Advanced Industry Designations preferred - such as ... CFP , ChFC, CRPC, RICP, CFF + Excellent working knowledge...FINRA/SIPC) is a registered broker-dealer and SEC Registered Investment Advisor with a stable, 25-year track record of serving… more
- Robert Half Finance & Accounting (Orinda, CA)
- …becoming a CERTIFIED FINANCIAL PLANNER (TM) professional. Whether you're enrolled in a CFP (R) program or planning to start soon, this is an exceptional opportunity ... and Teams + Experience with MoneyGuidePro, Holistiplan, Tamarac CRM/reporting, and Schwab Advisor Center is a plus + Curious, self-motivated, reliable, and eager to… more
- BlackRock (CA)
- …of BlackRock products and resources + Be consultative business partners with advisor /consultant practices to help them navigate markets, DC trends, and a changing ... and may include substantial client travel **Skills and Requirements** + Bachelor's degree required + CFP , CIMA, CAIA or CFA preferred + Series 7 and 63/65 or 66 is… more
- Robert Half Finance & Accounting (Mountain View, CA)
- …to join its growing team. This role is ideal for a experienced advisor who thrives in a collaborative, service-oriented environment and is passionate about making ... economics, or related field. + Advanced degree or professional designation required (eg, CFP (R), CFA, CPA, JD, EA, Master's, PhD). + 5-10+ years of experience in… more
- Robert Half Finance & Accounting (Orinda, CA)
- …+ Prior experience or education in financial planning or services (eg, CFP (R) coursework). + Strong verbal and written communication skills. + Proficiency in ... CRM strongly preferred). + Knowledge of tools such as Holistiplan, fpPathfinder, Schwab Advisor Center, Microsoft Teams, and Zoom is a plus. + Highly organized,… more
- City National Bank (Beverly Hills, CA)
- …* Minimum 8 years of experience within Banking, Brokerage, or Insurance culture * CFP - Certified Financial Planner credential or the ability to obtain within 24 ... months of employment * CEPA - Certified Exit Planning Advisor credential, or the ability to obtain within 18 months of employment *Additional Qualifications* *… more
- JPMorgan Chase (Palo Alto, CA)
- …qualifications, capabilities, and skills:** + 4-year college degree and either JD, LLB, CPA or CFP + 5 plus years of practice as a trusts & estates lawyer, tax ... advisor , or financial planner + Self-starter with natural curiosity for individual planning and people + Excellent attention to detail with strong written and oral… more