- 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
- Bank of America (Monterey, CA)
- Merrill Financial Solutions Advisor - Silicon Valley Market San Jose, California;San Jose, California; Monterey, California **To proceed with your application, ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/San-Jose/Merrill-Financial-Solutions- Advisor Silicon-Valley- Market \_25032389) **Job Description:** Merrill Wealth Management… more
- Bank of America (Chico, CA)
- Merrill Financial Solutions Advisor (Partially Licensed) - Sacramento Market Sacramento, California;Modesto, California; Redding, California; Chico, California; ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Sacramento/Merrill-Financial-Solutions- Advisor --Partially-Licensed Sacramento- Market \_25030749) **Job Description:** **Job Description:** This… more
- JPMorgan Chase (Torrance, 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
- Bank of America (Oxnard, CA)
- Financial Solutions Advisor - CA Coastal Market Camarillo, California;San Luis Obispo, California; Ojai, California; Santa Paula, California; Moorpark, ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Camarillo/Financial-Solutions- Advisor --Consumer-Investments--CA-Coastal- Market \_25025421) **Job Description:** Please Note that this… more
- City National Bank (Los Angeles, CA)
- *FINANCIAL ADVISOR SENIOR* WHAT IS THE OPPORTUNITY? The Senior Financial Advisor (SFA) serves as Wealth Management's primary point of contact for assigned line ... maintain ongoing relationships with affluent individuals and families within a specific market . Interact with clients, prospects and colleagues on a regular basis… more
- Umpqua Bank (Walnut Creek, 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
- CIBC (Newport Beach, CA)
- …trusted advisor , while surrounding the relationship with specialists (Private Banker, Investment Manager and Trust Advisor ). + Focus on external calling and ... 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
- Robert Half Finance & Accounting (Mill Valley, CA)
- Description Wealth Manager / Senior Wealth Manager A leading independent Registered Investment Advisor is seeking experienced and client-focused professionals to ... Key Responsibilities Client Relationship Management + Serve as a trusted advisor to high-net-worth clients, delivering personalized financial planning and … more
- San Francisco Federal Credit Union (San Francisco, CA)
- …characteristics and needs of clients and partners within the financial institutionbased investment market space Excellent knowledge of investment /insurance ... (Location) Branch in San Francisco. The Position A Financial Advisor acts as a dedicated representative assigned to a...a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch members… more
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