- Robert Half Finance & Accounting (San Francisco, CA)
- …reach out to Jennifer Fukumae on LinkedIn for immediate consideration! Role: Senior Wealth Advisor Location: San Francisco; hybrid (2 days in office) Salary: ... their continued success, they are looking to add a Wealth Advisor to their team-someone who is...management or RIA firm with financial planning experience + CFP (R) or CFA designation (or on track to obtaining… more
- Robert Half Finance & Accounting (San Francisco, CA)
- …Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Financial Advisor at a thriving RIA. This is a full-time permanent role based 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 energetic and… more
- Umpqua Bank (Sacramento, CA)
- Senior Wealth Advisor Wealth Management Portland, Oregon Boise, Idaho Bellevue, Washington Vancouver, Washington Seattle, Washington Tacoma, Washington ... business. Together for better. **About the Role:** A Senior Wealth Advisor is an experienced financial professional...preferred and/or applicable professional credentials such as CFA, CIMA, CFP , CWS, CEPA, or AIF, required. + 5+ years… more
- TIAA (Irvine, CA)
- ** Wealth Management Advisor ** Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an ... applies the learning to drive performance. **Key Responsibilities and Duties** + The Wealth Management Advisor partners with affluent clients to identify their… more
- Charles Schwab (San Diego, CA)
- …to meet income generation, risk mitigation, and liquidity needs. As a Sr. Manager, Sr. Wealth Advisor , you will work with clients to build a comprehensive ... contributions, consider a career as a Sr. Manager, Sr. Wealth Advisor . Sr. Manager, Sr. Wealth...skills include: + CWS(R) or CPWA designation required + CFP (R) or CFA designation required + Active and valid… more
- Zions Bancorporation (San Diego, CA)
- …affiliate banks in the Western United States. We are currently in search of a dedicated Wealth Advisor to join our team of bank partners in the San Diego ... + Investment Management Portfolio Managers/Advanced Planning Professionals As a Wealth Advisor , your role will be to...& 66 (65/63), life and health insurance. + A CFP (R) certification is highly preferred. + Exhibit proficiency in… more
- Charles Schwab (Los Angeles, CA)
- …helping us "challenge the status quo" and transform the finance industry together. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a ... the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice philosophy will… more
- M&T Bank (Los Angeles, CA)
- …of Responsibilities:** As the manager for a book of client relationships, the Wealth Advisor is responsible and accountable for coordinating activities of the ... for growth and retention of that client base. The Wealth Advisor is focused on the profitable... management strategies **Education and Experience Preferred:** Securities licensing, CFP , CTFA, CPA designation MBA (Master's degree in Business… more
- Neuberger Berman (San Francisco, CA)
- **Summaries:** The Wealth Advisor Associate will provide support to seasoned four-person Wealth Advisor Team with over $1.5bn in assets under management. ... The Wealth Advisor Associate will serve as the...to clients **Qualifications:** + Education: BA/BS required; MBA and/or CFA/CIMA/ CFP preferred + Professional licenses: Series 7 and 66… more
- Robert Half Finance & Accounting (Marin County, CA)
- Description Michelle Espejo with Robert Half Finance & Accounting is recruiting for a Wealth Advisor at a respected RIA in Marin County. This is a full-time, ... info and immediate consideration. Requirements + 5+ years in financial planning, wealth management. + CFP (R) certification required; Series 65 or equivalent… more