• Financial Solutions Advisor - San Jose Area

    Bank of America (San Jose, CA)
    …and needs + Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds + Mitigates and ... Financial Solutions Advisor - San Jose Area San Jose, California;San Jose,...and feedback to referral partners based on knowledge of client needs and potential product services recommended… more
    Bank of America (10/08/25)
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  • Business Solutions Advisor - Beverly…

    Bank of America (Beverly Hills, CA)
    …applies knowledge of borrowing and banking to recommend alternative or additional financial services that best align with the client 's unique priorities + ... service skills with ability to manage the full client end-to-end experience and problem resolution + Has a...+ A working knowledge of small business products and services + Bilingual **Skills:** + Client Management… more
    Bank of America (09/06/25)
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  • Financial Advisor - Top-Tier RIA Firm

    Robert Half Finance & Accounting (San Ramon, CA)
    …communication + Partner with internal teams to deliver seamless onboarding and ongoing support Why This Role Stands Out Established Client Base Step into ... Join a team that values transparency, ethical conduct, and long-term client relationships. Growth-Oriented Environment Enjoy full operational support -including… more
    Robert Half Finance & Accounting (10/01/25)
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  • National Account Advisor

    Elevance Health (Walnut Creek, CA)
    …_​_ The **National Account Advisor ** is responsible for the day to day service for accounts within National. Typical book of business size is 75,000 members or ... **National Account Advisor ** **Location:** This role requires associates to be...week, fostering collaboration and connectivity, while providing flexibility to support productivity and work-life balance. This approach combines structured… more
    Elevance Health (10/07/25)
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  • Lead Advisor - $600m AUM

    Robert Half Finance & Accounting (San Ramon, CA)
    …Qualifications + 3-6+ years in wealth management + Experience in financial planning and client service + Proficiency with Schwab platform; eMoney and Redtail are ... - Strategic Partner in Wealth Management Join a growing, client -focused wealth management firm with over $600M in assets...more than just incremental returns. The Role As Lead Advisor , you'll support senior advisors in delivering… more
    Robert Half Finance & Accounting (09/20/25)
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  • Associate Advisor

    Robert Half Finance & Accounting (Danville, CA)
    …relationships + Prepare detailed reports, recommendations, and financial analyses + Handle client service tasks, CRM updates, and paperwork efficiently + Improve ... Description Michelle Espejo with Robert Half Financial Services is recruiting for an Associate Advisor...a real impact for high-net-worth clients. As an Associate Advisor , you'll take ownership of client relationships,… more
    Robert Half Finance & Accounting (10/04/25)
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  • Strategic Transitions Manager | New Advisor…

    Raymond James Financial, Inc. (Sacramento, CA)
    …a major airport hub.** We are looking for a highly organized, client -centric Strategic Transitions Manager to deliver a premium onboarding experience for Financial ... into Raymond James & Associates (RJA) and Raymond James Financial Services (RJFS). Operating with minimal oversight, the Strategic Transitions Manager applies… more
    Raymond James Financial, Inc. (09/30/25)
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  • Advisor II - Foreign Exchange

    City National Bank (Los Angeles, CA)
    * ADVISOR II - FOREIGN EXCHANGE* WHAT IS THE OPPORTUNITY? This colleague is responsible for meeting sales goals by servicing existing foreign exchange clients, ... selling new FX services to existing clients as appropriate and, depending on...the bank's current clients and prospects * Provide pricing support and cover for all non-dollar denominated activity per… more
    City National Bank (09/07/25)
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  • Block Advisors - Tax Advisor

    H&R Block (Novato, CA)
    …Generate business growth, increase client retention, and offer additional products and services + Provide clients with IRS support + All certification levels ... means you'll serve clients with diverse tax and business services needs year-round. You'll have the support ...client relationships + Provide tax preparation, tax audit support and tax planning year-round + Create confidence in… more
    H&R Block (09/24/25)
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  • Bilingual Insurance Advisor Trainee-…

    Travelers Insurance Company (Sacramento, CA)
    …In addition, our mental health program provides access to free professional counseling services , health coaching and other resources to support your daily life ... Openings** 5 **What Is the Opportunity?** As an Insurance Advisor Trainee, you will learn to serve as a...you'll learn to manage inbound business opportunities and maintain client communication via outbound calls and emails in both… more
    Travelers Insurance Company (08/14/25)
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