- 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 ... 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor (s) and Advisor Team(s) they support + SAFE ACT Registration;… more
- Wells Fargo (Beverly Hills, CA)
- …wellsfargojobs.com (https://www.wellsfargojobs.com/career-areas/) . **In this role you will:** + Assist Financial Advisor (s) with sales, service , and ... to clients via telephone, direct interaction and/or written correspondence + Facilitate Financial Advisor and client requests for account related information… more
- Atria Wealth Solutions (Dublin, CA)
- Through its relationship with CUSO Financial Services , L. P. (CFS) Patelco Credit Union is seeking a Manager, Investment Services Program in the Dublin, CA ... 24 or Series 9/10 Securities Registrations equivalent required. + Previous Financial Advisor experience preferred + Advanced Industry Designations preferred… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …+ 4+ years of experience for Advisor role; 6+ years for Lead Advisor role, preferably in financial or estate planning. Skills & Attributes + Expertise ... Description Wealth Advisor / Lead Wealth Advisor A...client meetings and oversee execution of post-meeting action items. Financial Planning & Strategy + Prepare and present comprehensive… more
- Citigroup (San Francisco, CA)
- …a financial advisory capacity + Experience in a proactive, successful sales and service role in the financial services industry + Strong analytical and ... through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment...experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:** Full time… more
- Citigroup (Downey, CA)
- …a financial advisory capacity . Experience in a proactive, successful sales and service role in the financial services industry . Strong analytical and ... through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment...experience **Job Family Group:** Private Client Coverage **Job Family:** Financial Planning Services **Time Type:** Full time… more
- City National Bank (San Francisco, CA)
- …in CNR investment services . Develops "partnering" relationships with Independent Financial Advisor , accounting firms, and estate planning firms with the ... new accounts and account transfer process. * Handle Independent Financial Advisor and client communication. * Prepare...Bank of Canada, one of North America's leading diversified financial services companies. To learn more about… more
- Kestra Financial (Palo Alto, CA)
- …desire to learn, advance, and excel? The Senior Sales Associate reports to the Financial Advisor and is critical in meeting clients' needs and developing ... candidate will have 2+ years of experience in the financial services industry allowing for a good...and prospect workflow + Communicate client requests to the Financial Advisor . + Deepen client relationships and… more
- Robert Half Finance & Accounting (San Francisco, CA)
- Description Michelle Espejo with Robert Half Financial Services is recruiting for a Lead Advisor at a Thriving Wealth Management Firm. This is a full-time ... helps clients align their wealth with their passions through holistic financial strategies. Trusted by high-net-worth families nationwide, the firm blends… more
- Bank of America (Los Angeles, CA)
- … Support Staff + Representing the office and Merrill with clients, prospects, Financial Advisor recruits, vendors, regulators and outside legal counsel + ... through the execution of the Market Strategy Plans. The PWCRM partners closely with advisor teams to deliver a branded client service model focusing on digital… more