- Robert Half Finance & Accounting (Marin County, CA)
- …the lead advisor for high-net-worth individuals and families, delivering tailored financial and investment strategies. + Manage Financial Plans: Develop and ... Description Michelle Espejo with Robert Half Financial Services is recruiting for a Paraplanner at...with a Hybrid schedule. Our client is a client-first financial services firm dedicated to delivering comprehensive wealth management… more
- Edward Jones (Fairfield, CA)
- …volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors ... wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop...State insurance licenses will be required. + As an associate , you are required to complete ongoing training offered… more
- Bank of America (Lafayette, CA)
- Credit Solutions Advisor - Lafayette Financial Center Lafayette, California **To proceed with your application, you must be at least 18 years of age.** ... must be at least 18 years of age.** Acknowledge (https://ghr.wd1.myworkdayjobs.com/Lateral-US/job/Lafayette/Credit-Solutions- Advisor Lafayette- Financial -Center\_25032022) **Job Description:** At Bank of… more
- Edward Jones (Berkeley, CA)
- …something the competition simply can't: our unique branch-team business model. One financial advisor and one branch office administrator entirely focused on ... with 100% support from us. **Job Overview** As a financial advisor with Edward Jones, you'll develop...mutual trust, respect, feedback, and accountability. + As an associate , you are required to complete ongoing training offered… more
- Columbia Bank (Walnut Creek, CA)
- …CEPA, or AIF, required. + 5+ years of experience as an investment executive, financial advisor , certified financial planner, investment advisor ... people. Together for business. Together for better. **About the Role:** A Senior Wealth Advisor is an experienced financial professional who can work within a… more
- H&R Block (Lafayette, CA)
- …that will grow stronger every year. Joining Block Advisors as a Tax Advisor means you'll serve clients with diverse tax and business services needs year-round. ... with complex tax and business service needs. We assist our clients in reaching their financial goals year-round. It would be even better if you also had + CPA or… more
- H&R Block (Lafayette, CA)
- …benefit offerings can help associates plan for their unique health, well-being, and financial wellness needs. + Medical coverage - allows eligible associate ... the Employee Assistance Program, (virtual) fitness center programs, and the associate discount program; are automatically enrolled in Business Travel Accident… more
- Walmart (Concord, CA)
- …to plan for and drive sales improve the service experience and elevate associate engagement utilizing hand held technology and systems to make immediate business ... and wallet! -Health benefits include medical, vision and dental coverage - Financial benefits include 401(k), stock purchase and company-paid life insurance -Paid… more
- Wells Fargo (Walnut Creek, CA)
- …. **In this role you will:** + Assist Profit Formula Financial Advisor (s) colleagues with service and operational related activities ... **About this role:** Wells Fargo is seeking a Client Associate in Wealth and Investment Management to support The...direct interaction and/or written correspondence + Facilitate Profit Formula Financial Advisor and client requests for account… more
- JPMorgan Chase (San Ramon, CA)
- …interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Investment Associate in JP Morgan Wealth ... Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor , member of FINRA and SIPC. Annuities are made...not available in all states. Chase is a leading financial services firm, helping nearly half of America's households… more