- Columbia Bank (Santa Rosa, CA)
- …CWS, CEPA, or AIF, required. + 5+ years of experience as an investment executive, financial advisor , certified financial planner, investment advisor ... LTC and Insurance solutions. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work within a team structure. They also… more
- Edward Jones (Stockton, CA)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop...+ Preferred additional professional designations such as CFP(R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM)… more
- Bank of America (Los Angeles, CA)
- Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York; Frisco, Texas; New York, New York; ... have at least 5+ years of experience as a Financial Advisor with a transportable practice, a...client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement… more
- City National Bank (West Hollywood, CA)
- * FINANCIAL ADVISOR SENIOR* WHAT IS THE...experience. * May possess CFP, JD/LLM, CIMA or Cannon Certified Wealth Strategist designation. * FINRA Series 7 and ... OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of...and colleagues on a regular basis providing asset management, financial planning, and brokerage services advice. Less experienced … more
- Bank of America (Buena Park, CA)
- …were met or exceeded. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Financial Solutions Advisor - Beach-Commonwealth Financial Center Buena Park, California **To proceed with your application, you must be at least 18 years of… more
- Bank of America (Rancho Mirage, CA)
- …were met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Financial Solutions Advisor - Southern Inland Empire Hemet, California;Rancho Mirage, California **To proceed with your application, you must be at least 18… more
- Nuveen Investments (Walnut, CA)
- …+ Life and Health Insurance License (Resident State) - Multiple Issuers required + Certified Financial Planner (CFP) - Certified Financial Planner ... **Wealth Management Advisor ** Supported with a robust array of resources...Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and… more
- Meta (Menlo Park, CA)
- **Summary:** Meta is looking for a skilled Risk and Controls Systems Advisor to join our Global Finance Risk & Controls (R&C) team. The R&C team's goal is to empower ... upcoming process and system changes on the control environment. The R&C Systems Advisor will be responsible for providing risk management expertise, with a focus on… more
- JPMorgan Chase (La Mesa, CA)
- …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... diversions or program entries. **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP(R)) certification is preferred +… more
- Southern California Edison (Pomona, CA)
- Join the Clean Energy Revolution Become a Data Engineering Advisor at Southern California Edison (SCE) and build a better tomorrow. In this job, you'll be ... pipelines (ETL) sourcing from various databases and systems. The Data Engineering Advisor will develop programs using coding languages (ie Python, SQL, PROC, R,… more