• 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 ... P. (CFS) Patelco Credit Union is seeking a Manager, Investment Services Program in the Dublin, CA areas. About...preparation of daily, monthly, and annual reports related to sales activities, income, expenses, and referrals. + Assist in… more
    Atria Wealth Solutions (08/14/25)
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  • Associate Wealth Management Advisor…

    US Bank (Rancho Palos Verdes, CA)
    …Day One. **Job Description** This position is designed to be a developmental Financial Advisor at the Associate level. Under the guidance and in partnership with a ... senior advisor , this advisor will learn and develop...securities industry and markets to analyze and interpret customer/prospect's investment objectives in light of various factors, and then… more
    US Bank (08/08/25)
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  • Strategy Advancement Advisor - Distribution…

    Humana (Sacramento, CA)
    …caring community and help us put health first** With over 10 million sales interactions annually, Humana understands that while great products are important, it's ... customers at the center of everything it does. The Strategy Advancement Advisor provides data-based strategic direction to identify and address business issues and… more
    Humana (09/04/25)
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  • Wealth Advisor /Lead Advisor (DOE)

    Robert Half Finance & Accounting (San Francisco, CA)
    Description Wealth Advisor / Lead Wealth Advisor A nationally recognized, purpose-driven wealth management firm is seeking experienced and client-focused ... Allocation, and Vocational Freedom Analysis. + Provide strategic recommendations across investment management, estate planning, tax planning, and risk management. +… more
    Robert Half Finance & Accounting (08/29/25)
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  • Strategic Solution Advisor - Finance…

    SAP (Palo Alto, CA)
    …great benefits, and a team that wants you to grow and succeed. Strategic Solution Advisor - Finance & Spend Location: USA West Region (Proximity to an SAP Office ... people's lives. **What you'll do:** As a Strategic Solution Advisor specializing in Finance & Spend, you will be...solutions in this area. You will support the entire sales cycle, from opportunity identification to post-sale support, delivering… more
    SAP (08/21/25)
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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 (08/24/25)
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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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  • Financial Solutions Advisor - Silicon…

    Bank of America (Palo Alto, CA)
    Financial Solutions Advisor - Silicon Valley Area Cupertino, California;Mountain View, California; Menlo Park, California; Cupertino, California; Palo Alto, ... of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/US CA Cupertino 1-Apple-Park-Way Apple-Park-CA3218/Financial-Solutions- Advisor --Consumer-Investments--Silicon-Valley-Area\_25025582-1) **Job Description:** Please Note that this… more
    Bank of America (07/08/25)
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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...identifying product specific opportunities, portfolio advice and after sales execution (in partnership with the Banker team) +… 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...identifying product specific opportunities, portfolio advice and after sales execution (in partnership with the Banker team) +… more
    Citigroup (07/04/25)
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