- JPMorgan Chase (San Francisco, CA)
- …best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management , you will offer comprehensive financial ... and skills** + At least 2 years in a Financial Advisor role or equivalent financial...condition of employment **Preferred qualifications, capabilities, and skills** + Certified Financial Planning (CFP(R)) certification is preferred… more
- Bank of America (Newport Beach, CA)
- …18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Honolulu/Merrill-Experienced- Financial - Advisor \_24007333) **Job Description:** ... Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland;...client development. + Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement… more
- City National Bank (West Hollywood, CA)
- … ADVISOR SENIOR* WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management 's primary point of contact for assigned line ... prospects and colleagues on a regular basis providing asset management , financial planning, and brokerage services advice....experience. * May possess CFP, JD/LLM, CIMA or Cannon Certified Wealth Strategist designation. * FINRA Series 7 and… more
- Bank of America (Pasadena, CA)
- …products and services. * Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor ... Financial Solutions Advisor Stage I- California...Client Experience Branding * Client Solutions Advisory * Pipeline Management * Referral Management * Investment … more
- Bank of America (San Jose, 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 Jose Area...(CRPC). + Obtained your insurance licenses **Skills:** + Account Management + Advisory + Client Experience Branding + Customer… more
- TIAA (Palo Alto, CA)
- **Wealth Management Advisor ** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an ... drive performance. **Key Responsibilities and Duties** + The Wealth Management Advisor partners with affluent clients to...Insurance License (Resident State) - Multiple Issuers required + Certified Financial Planner (CFP) - Certified… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Requirements + 8+ years in financial or estate planning within a wealth management setting + Certified Financial Planner (CFP) designation (required) + ... Robert Half Financial Services is recruiting for a Lead Advisor at a Thriving Wealth Management Firm. This is a full-time permanent role based in San… more
- Southern California Edison (Rosemead, CA)
- Join the Clean Energy Revolution Become an Enterprise Risk Management Senior Advisor --Core ERM at Southern California Edison (SCE) and build a better tomorrow. ... and providing training and guidance to staff and leadership. As an Enterprise Risk Management Senior Advisor --Core ERM, your work will help power our planet,… more
- Southern California Edison (Rosemead, CA)
- Join the Clean Energy Revolution Become an Enterprise Risk Management Senior Advisor - Public Safety and Loss Control at Southern California Edison (SCE) and ... and Board of Directors. As an Enterprise Risk Management Senior Advisor - Public Safety and...certification in relevant field such as Professional Engineer, Project Management Professional, Certified Safety Professional (CSP), Risk… more
- 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 ... Senior Wealth Advisor Wealth Management Irvine, California Sacramento,...Together for better. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who… more