- JPMorgan Chase (Palo Alto, CA)
- …or CFP + 5 plus years of practice as a trusts & estates lawyer, tax advisor , or financial planner + Self-starter with natural curiosity for individual ... group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals...will also be a plus. As a Vice-President, Wealth Planner within JP Morgan Wealth Management, you will need… more
- Umpqua Bank (Walnut Creek, CA)
- …required. + 5+ years of experience as an investment executive, financial advisor , certified financial planner , investment advisor Representative, or ... business. Together for better. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work within a team structure to… more
- City National Bank (Beverly Hills, CA)
- …8 years of experience within Banking, Brokerage, or Insurance culture * CFP - Certified Financial Planner credential or the ability to obtain within 24 months of ... Strategist and Wealth Strategist in developing integrated estate and financial plans for U/HNW clients through partnering with colleagues...employment * CEPA - Certified Exit Planning Advisor credential, or the ability to obtain within 18… more
- Bank of America (San Jose, CA)
- …focused and effective. **Job Description:** This job is responsible for working with Financial Advisor (FA) teams to provide comprehensive financial planning ... Wealth Planner (FP) San Jose, California **To proceed with...equivalent; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s)… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …with minimal turnover and a clear career path to becoming a Lead Advisor . Enjoy bonuses and a lucrative Profit Sharing program. Some Responsibilities: + Partner ... Lead Advisors: Attend meetings, gather data, create and present financial plans. + Collect and analyze client financial... financial plans. + Collect and analyze client financial information. + Develop financial plans, investment… more
- Robert Half Finance & Accounting (Mountain View, CA)
- Description A values-driven wealth advisory firm is seeking an exceptional Planner to join its team of professionals dedicated to delivering personalized, ... high-impact financial guidance. This role is ideal for a seasoned advisor who thrives on building trusted relationships, simplifying complexity, and making a… more
- 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 (Chico, CA)
- …such as core Banking, and Investment and Life Priority (TM) solutions + Shadows Financial Advisor teams to build their network by sharing relevant market ... training and guidance through a defined path to become a successful and independent financial advisor . You will have the opportunity to work with both affluent… more
- Edward Jones (Ontario, 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) or… more
- 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