- BlackRock (CA)
- …of self-motivation with strong integrity and ethics + Motivated by sales and revenue retention For XCA-Regional - California Only the salary range for this ... travel **Skills and Requirements** + Bachelor's degree required + CFP , CIMA, CAIA or CFA preferred + Series 7...is USD$0.00 - USD$0.00 . Additionally, employees are eligible for an annual discretionary bonus, and benefits including healthcare,… more
- Edward Jones (Ontario, CA)
- …on a long-term investment philosophy that has helped our clients achieve their goals for nearly a century. Empowering you to deliver tailored solutions to meet your ... enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible … more
- Charles Schwab (San Diego, CA)
- …submit to an updated credit and CRD background screening. In addition to the salary range, this role is eligible for bonus or incentive opportunities. **What's ... integrity, open communication, strong market knowledge, and a passion for client service. If you want to work with...skills include: + CWS(R) or CPWA designation required + CFP (R) or CFA designation required + Active and valid… more
- City National Bank (Beverly Hills, CA)
- …skills * Outstanding Word, Excel, and PowerPoint creation abilities *WHAT'S IN IT FOR YOU?* *Compensation*Starting base salary : $122,535 - $208,715 per year. ... *WEALTH STRATEGIST CNR* *WHAT IS THE OPPORTUNITY?* This position is responsible for expanding City National Rochdale's (CNR) relationships with its high ultra-high… more
- Robert Half Finance & Accounting (Orinda, CA)
- …Planning Associate to join its collaborative and client-focused team. Known for its people-first philosophy and exceptional employee retention, this East Bay-based ... thrive and grow. Position Overview: This role is ideal for someone passionate about personal finance and committed to...support to advisors. Benefits & Perks: + Competitive base salary with annual review potential. + 401(k) with 3%… more
- Zions Bancorporation (San Diego, CA)
- …unique experiences, background and perspectives and provides a collaborative environment for all employees to grow and thrive. As a premier California-focused ... businesses (small, mid-sized and large), CB&T has been active for 70 years and has more than 80 full-service...& 66 (65/63), life and health insurance. + A CFP (R) certification is highly preferred. + Exhibit proficiency in… more
- Charles Schwab (Indian Wells, CA)
- …consulting, look no further than Schwab's Investment Consultant role. **In addition to the salary range, this role is also eligible for bonus or incentive ... 120 day condition of employment) + Certified Financial Planner ( CFP ) certification is preferred + Minimum of two years...Act background check and registration process **What's in it for you** At Schwab, we're committed to empowering our… more
- Robert Half Finance & Accounting (Orinda, CA)
- …join their collaborative, tight-knit team in the East Bay. This role is ideal for someone passionate about personal finance and on the path to becoming a CERTIFIED ... FINANCIAL PLANNER (TM) professional. Whether you're enrolled in a CFP (R) program or planning to start soon, this is...gain direct client-facing experience. Ping Jennifer Fukumae on LinkedIn for consideration! Why Join: + Average team tenure of… more