• Senior Wealth Advisor

    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
    Columbia Bank (12/23/25)
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  • US Experienced Financial Advisor

    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
    Edward Jones (12/17/25)
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  • Merrill Experienced Financial…

    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
    Bank of America (12/22/25)
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  • JP Morgan Wealth Management - Private Client…

    JPMorgan Chase (San Francisco, CA)
    …want **Required qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + ... a condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP(R)) certification is preferred + Bachelor's… more
    JPMorgan Chase (01/08/26)
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  • Financial Solutions Advisor…

    Bank of America (Redwood City, CA)
    …were met or exceeded. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Financial Solutions Advisor - Silicon Valley Area Cupertino, California;Mountain View, California; Menlo Park, California; Cupertino, California; Palo Alto,… more
    Bank of America (01/10/26)
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  • Financial Advisor Senior

    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
    City National Bank (12/27/25)
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  • Financial Solutions Advisor…

    Bank of America (Woodland, CA)
    …were met or exceeded. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Financial Solutions Advisor - Sacramento Region Sacramento, California;Sacramento, California; Woodland, California **To proceed with your application, you must… more
    Bank of America (01/10/26)
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  • Financial Solutions Advisor - San…

    Bank of America (San Francisco, CA)
    …were met or exceeded. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Financial Solutions Advisor - San Francisco Area San Francisco, California;San Francisco, California; San Francisco, California; San Francisco, California; San… more
    Bank of America (01/10/26)
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  • Wealth Management Advisor - Walnut Creek

    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
    Nuveen Investments (01/05/26)
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  • Risk and Controls Systems Advisor

    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
    Meta (12/23/25)
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