• Merrill Financial Solutions Advisor…

    Bank of America (Monterey, CA)
    …Banking, as well as Investment and Life Priority (TM) solutions + Partners with Financial Advisor teams to build their network by sharing relevant market ... a defined path to become a successful and independent financial advisor . You will have the opportunity...field. + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning… more
    Bank of America (08/01/25)
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  • Financial Advisor Senior

    City National Bank (Los Angeles, CA)
    * FINANCIAL ADVISOR SENIOR* WHAT IS THE...63 securities licenses and state insurance license required. * CFP designation highly preferred . *WHAT'S IN IT ... OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of...MBA and 3-5 years of experience. * May possess CFP , JD/LLM, CIMA or Cannon Certified Wealth Strategist designation.… more
    City National Bank (08/07/25)
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  • US Experienced Financial Advisor

    Edward Jones (Ontario, CA)
    …licenses preferred + Preferred additional professional designations such as CFP (R) or CERTIFIED FINANCIAL PLANNER (TM) and/or CRPC (TM) or Chartered ... something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on… more
    Edward Jones (08/13/25)
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  • Merrill Experienced Financial…

    Bank of America (Bakersfield, 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...development. + Achieved additional professional designations such as Certified Financial Planner ( CFP ) and/or Chartered Retirement Planning… more
    Bank of America (07/08/25)
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  • JP Morgan Wealth Management - Private Client…

    JPMorgan Chase (San Francisco, CA)
    …of employment ** Preferred qualifications, capabilities, and skills** + Certified Financial Planning ( CFP (R)) certification is preferred + Bachelor's ... qualifications, capabilities, and skills** + At least 2 years in a Financial Advisor role or equivalent financial services experience + Demonstrated success… more
    JPMorgan Chase (08/23/25)
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  • Wealth Management Advisor

    TIAA (Sherman Oaks, CA)
    …Multiple Issuers required + Certified Financial Planner ( CFP ) - Certified Financial Planner Board of Standards preferred Or + Chartered Financial ... Advisor partners with affluent clients to identify their financial goals, analyze their financial landscape and...days from start date. **Educational Requirements** + University (Degree) Preferred **Work Experience** + 5+ years in a role… more
    TIAA (08/22/25)
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  • Associate Financial Advisor

    Robert Half Finance & Accounting (Marin County, CA)
    …Requirements + 4+ years in financial planning, wealth management. + CFP (R) certification required; Series 65 or equivalent preferred . + Expertise in ... Description Michelle Espejo with Robert Half Financial Services is recruiting for a Paraplanner at...advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies. + Manage Financial … more
    Robert Half Finance & Accounting (08/29/25)
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  • Senior Wealth Advisor

    Umpqua Bank (Walnut Creek, CA)
    …CEPA, or AIF, required. + 5+ years of experience as an investment executive, financial advisor , certified financial planner, investment advisor ... people. Together for business. Together for better. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work within a… more
    Umpqua Bank (07/26/25)
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  • Senior Wealth Advisor

    Robert Half Finance & Accounting (Mill Valley, CA)
    …Qualifications + Bachelor's degree in Finance, Business, or related field. + Certified Financial Planner (TM) ( CFP (R)) required. + Series 65 or equivalent ... Description Senior Wealth Advisor - Independent RIA Location: Mill Valley, CA |...preferred . + 8+ years of wealth management or financial planning experience. + Demonstrated leadership, mentoring, and business… more
    Robert Half Finance & Accounting (08/30/25)
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  • Private Banking Advisor

    CIBC (Newport Beach, CA)
    …a bachelor's degree and/or advanced degree or certification including MBA, JD, formal credit training, CFP , CFA, CTFA or CPA preferred . + Series 7, 63 and 65, or ... CIBC.com (https://www.cibc.com/en/about-cibc.html) **What you'll be doing** The Private Banking Advisor 's primary purpose is identifying, cultivating and introducing new… more
    CIBC (07/30/25)
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