• 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 ... Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial planning...or 66 registration required + Life & Health Insurance License preferred (or the ability to obtain within 90… more
    Navy Federal Credit Union (07/29/25)
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  • JP Morgan Wealth Management - Private Client…

    JPMorgan Chase (Saratoga, 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 (08/02/25)
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  • Associate Financial Advisor

    Edward Jones (Irvine, CA)
    …visible members of the client team, working under the leadership of a financial advisor . You thrive in an inclusive team environment, are a continuous learner, have ... an impact to change lives. You and your financial advisor will complement each other to create capacity and...solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate + Resiliency… more
    Edward Jones (06/15/25)
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  • Wealth Management Advisor - Monterey,…

    US Bank (Watsonville, CA)
    …discover what you excel at-all from Day One. **Job Description** The Wealth Management Advisor (WMA) position is the investment planning and investment and ... delivery of strategies and capabilities including portfolio management, trust administration, investment advisory and insurance. WMAs partner with the team to assist… more
    US Bank (06/17/25)
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  • Wealth Management Advisor

    US Bank (San Diego County, CA)
    …you to grow your practice and build a rewarding career. The Wealth Management Advisor position is the investment , investment planning, and insurance products ... positioned for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a collaborative team… more
    US Bank (08/01/25)
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  • Financial Advisor

    San Francisco Federal Credit Union (San Francisco, CA)
    …Title) for our (Location) Branch in San Francisco. The Position A Financial Advisor acts as a dedicated representative assigned to a specific branch (or multiple ... branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch members...branch members and prospective member base. Serves as an advisor to provide an advice-based approach to financial solutions… more
    San Francisco Federal Credit Union (07/31/25)
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  • Senior Wealth Advisor

    Citigroup (Downey, CA)
    …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... segments. Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional...center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth… more
    Citigroup (07/16/25)
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  • Senior Wealth Advisor

    Citigroup (San Francisco, CA)
    …in the workplace through Citi Global Wealth at Work. The Senior Wealth Advisor will offer comprehensive financial and investment advice to our Citigold(R) ... segments. Senior Wealth Advisors have access to Wealth's leading investment solutions platform, which allows us to deliver traditional...center of everything we do. As a Senior Wealth Advisor , you will partner closely with a dedicated Wealth… more
    Citigroup (05/25/25)
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  • Senior Wealth Advisor

    Comerica (San Diego, CA)
    Job Description Vice President, Senior Wealth AdvisorThe Vice President, Senior Wealth Advisor role will be responsible for contributing to the overall success of ... a custom marketing plan for assigned market; organizing and conducting investment management, estate planning and trust seminars for communities and individuals… more
    Comerica (05/20/25)
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  • Wealth Financial Advisor

    BMO Financial Group (Los Angeles, CA)
    Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of ... and services. + Provides strategic input into business decisions as a trusted advisor . + Makes recommendations to senior leaders on strategy and new initiatives,… more
    BMO Financial Group (07/15/25)
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