• Senior Investment Sales Advisor

    Sands Investment Group (Santa Monica, CA)
    …real estate firms as named by RE Forum, is seeking a highly motivated Senior Investment Sales Advisor to join our dynamic and collaborative company and be a ... Sands Investment Group (SIG), one of the nation's fastest...build a business around them to foster continued success. Investment possibilities: Most brokers get into the business to… more
    Sands Investment Group (08/08/25)
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  • Investment Advisor

    Navy Federal Credit Union (San Diego, CA)
    …and services to achieve the financial client's goals as a registered representative/ advisor /agent of Navy Federal Investment Services (NFIS) and subsidiaries, or ... financial firms. Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial planning needs to NFIS… more
    Navy Federal Credit Union (07/29/25)
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  • Senior Wealth Advisor

    Umpqua Bank (Sacramento, CA)
    …+ 5+ years of experience as an investment executive, financial advisor , certified financial planner, investment advisor Representative, or wealth ... Senior Wealth Advisor Wealth Management Irvine, California Sacramento, California Santa...level of individualized service based on comprehensive planning and investment strategies consistent with their individual financial goals and… more
    Umpqua Bank (07/26/25)
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  • JP Morgan Wealth Management - Private Client…

    JPMorgan Chase (Lincoln, CA)
    …are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting...to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive… more
    JPMorgan Chase (08/24/25)
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  • Lead Advisor

    Robert Half Finance & Accounting (San Francisco, CA)
    …meaningful impact in the lives of others? A nationally recognized and rapidly growing Registered Investment Advisor (RIA) firm is seeking a Lead Advisor to ... passions and purpose. About the Role: As a Lead Advisor , you will act as a Personal CFO for...personalized wealth management plans + Coordinate across disciplines including investment management, estate planning, tax strategy, risk management, and… more
    Robert Half Finance & Accounting (08/27/25)
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  • Manager, Investment Services

    Atria Wealth Solutions (Dublin, CA)
    …www.cusonet.com . CFS (Member FINRA/SIPC) is a registered broker-dealer and SEC Registered Investment Advisor with a stable, 25-year track record of serving the ... Financial Services, L. P. (CFS) Patelco Credit Union is seeking a Manager, Investment Services Program in the Dublin, CA areas. About Patelco Credit Union Patelco… more
    Atria Wealth Solutions (08/14/25)
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  • Citi Private Bank - SVP, Investment…

    Citigroup (San Francisco, CA)
    …be expected to: + Function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, ... The Investment Counselor Sr. Lead is a strategic professional...offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The… more
    Citigroup (07/26/25)
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  • VP, Investment Counselor - Citi Private…

    Citigroup (San Francisco, CA)
    …be expected to: + Function as the primary client contact and trusted investment advisor for clients, including direct selling , determining suitability, ... The Investment Counselor Lead is a strategic professional who...offers a wide range of products and solutions, including investment strategies, banking and lending, trust and specialized services.The… more
    Citigroup (07/04/25)
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  • Financial Advisor at Leading Wealth…

    Robert Half Finance & Accounting (San Francisco, CA)
    …in San Francisco with a Hybrid schedule. Our client is a leading Registered Investment Advisor with $10 billion in assets under management. They're seeking an ... Robert Half Financial Services is recruiting for a Financial Advisor at a thriving RIA. This is a full-time...energetic and dedicated Associate Advisor to join their team. This is a great… more
    Robert Half Finance & Accounting (08/22/25)
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  • JP Morgan Wealth Management - Private Client…

    JPMorgan Chase (San Ramon, CA)
    …are offered through JP Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made available ... strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting...and interacting with our clients to offer the best investment solutions to meet their financial needs. As a… more
    JPMorgan Chase (08/28/25)
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