Financial Advisor: Client Growth & Licensing Path
Edward Jones HQ
Edward Jones is looking for a dedicated financial advisor in Los Altos, California, to build strong relationships with clients and help them achieve their long-term financial goals. This role requires a bachelor’s degree or equivalent experience in the financial services industry, along with required licenses like SIE, Series 7, and Series 66. The compensation includes a trainee pay, commissions, profit sharing, and multiple benefits including a 401(k) plan and health accounts. #J-18808-Ljbffr Edward Jones
- Bank of America is seeking a Financial Solutions Advisor Stage I in California. This role focuses... ...on obtaining necessary securities licenses and providing clients with comprehensive financial... ...relationships. The position supports career growth within the bank, with...Suggested
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- ...professional in Mountain View, California, to provide comprehensive financial advice to clients aiming to meet their financial goals. You will build... ...in the investment industry and possess the necessary licenses. Additionally, strong relationship-building skills are crucial...Suggested
- ...Just Gotta Have Funds is seeking a Junior Financial Advisor in Redwood City, CA. This role offers a... ...unique opportunity to support existing client relationships and grow in a... ...The position requires active securities licenses and relevant client service experience,...Suggested
- ...our brand and culture through exceptional client service. In this role, you will manage... ...lasting relationships, and cater to diverse financial needs utilizing advanced banking... ...benefits to support our employees' well-being and growth. #J-18808-Ljbffr JPMorganChaseSuggested
$106k - $150k
...manage relationships with High Net Worth clients. This role emphasizes personalized... ...with Wealth experts to deliver tailored financial solutions. The ideal candidate should possess... ...Services, preferably with valid Series licenses. Competitive compensation of $106,000 -...- Cerity Partners is seeking a Principal Wealth Advisor to manage client relationships and deliver personalized wealth planning strategies. This... ...departments to provide robust support for clients' financial needs. The ideal candidate will have extensive industry experience...Flexible hours
- ...advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking,... ...approach to generate growth in their balances. You... ...Specialists (Private Client Advisors, Mortgage Bankers and... ...66 if required) and Life licenses are required - or must be...Immediate startAfternoon shift
- ...Banker to join our team in Mountain View, CA. In this role, you will build long-lasting relationships with clients and provide exceptional service to meet their financial needs. The ideal candidate will have over a year of sales experience in the banking or financial...
- ...Responsibilities Include: -Gather financial planning data and assist in plan production for acquired clients. -Conduct client meetings (... ...-Participate in training and growth of the practice through... ...-Series 7, 66, SIE licensing -2-3 years of financial planning...
- ...memorable experiences for our clients and employees, making... ...and cutting‑edge financial technology to a select... ...approach to generate growth in their balances and... ...Collaborate with Private Client Advisors and Private Client... ...required), and Life licenses are minimum...Immediate startAfternoon shift
$45k - $100k
...of applicants. Join a financial services firm where your... ...first. With over 9 million clients and 20,000 financial advisors across the U.S. and... ...training - Get registered and licensed and learn how to be a financial... ...earning potential and growth, and your compensation is...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hours$109.12k - $163.68k
...California, to support sales and marketing strategies and foster client relationships. This full-time role requires 3-7 years of... ...candidates will have prior wealth management experience and relevant financial service certifications. The salary range is $109,120.00 - $163,...Full time- A leading financial services firm in Palo Alto seeks a Private Banker to manage client relationships and provide personalized wealth management... ...Series 7, 66, and Insurance licenses. This position offers a... ...opportunities for career growth. #J-18808-Ljbffr JPMorgan Chase...
$70k - $80k
...advice and customized solutions to clients to help them achieve their financial goals. Build a financial plan,... ...candidate must complete required licenses and trainings. The position is subject... ...and contribute to the sustainable growth of our business and the communities...Temporary workMonday to FridayShift workDay shift- Role, Inc. is looking for a Financial Advisor in Redwood City, California. This position entails establishing long-term client relationships and expanding your client base by identifying... ...industry is preferred, with various licensing options available. #J-18808-Ljbffr Role...
$28.85 - $33.65 per hour
Job Description: As a Financial Solutions Advisor Stage I (FSA I), your journey begins... ...your Securities Industry licenses, where you receive... ...acquiring, building and managing client relationships to considering... ...contribute to the sustainable growth of our business and the...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift- ...purpose to help make financial lives better... ...driving Responsible Growth and delivering for our clients, teammates, communities... ...backgrounds and career paths - whether shaped by... ...Solutions Advisor Stage I (FSA I), your... ...Securities Industry licenses, where you receive...Work at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- ...We are a Fortune 500 financial services firm dedicated to partnering with clients to achieve their long-term financial goals... ...environment where financial advisors can develop and grow their own... ...financial services registration, licensing, or certification, or professional...TraineeshipFlexible hours
- ...in Palo Alto is seeking a Senior Private Client Banker to manage and deepen relationships... ...should have 2+ years in branch banking or financial services, be able to resolve issues effectively, and comply with necessary licensing requirements. The position emphasizes teamwork...Weekend workAfternoon shift
- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life... ...managing client portfolios and driving growth Proven relationship building and...Work at officeShift workDay shift
$60k - $75k
...Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships... ...Fidelity, we empower professional growth, flexibility and support... ...FINRA Series 7 & 66 licensed and hold appropriate state...Work at officeWork from home$75k - $85k
UBS is seeking a Registered Client Associate in Palo Alto, California. The role involves keeping management systems updated with client... ...in client service within the finance sector and relevant licenses. Successful applicants will be detail-oriented and proficient in...Full timeWork at office- ...seeking a qualified candidate responsible for providing financial advice tailored to client goals. In this role, you will build financial plans, recommend... ...their objectives. Applicants should have relevant licenses, at least one year of experience in the investment or financial...
$45k - $100k
...State California Position Type Financial Advisor EEO Statement Edward Jones... ...to establishing long‑term client relationships. They grow the... ...of your business’s growth and success? Meeting professional... ...Financial services registration, licensing, or certification...TraineeshipLocal areaFlexible hours- ...common purpose to help make financial lives better through the... ...by driving Responsible Growth and delivering for our clients, teammates, communities and... ...backgrounds and career paths - whether shaped by military... ...by completing required licenses and trainings. This...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- Bank of America is looking for a dedicated individual to help improve clients' financial lives. In this role, you will execute the bank's risk culture, manage client relationships, and ensure operational excellence. The ideal candidate demonstrates strong communication...
$70.3k - $99.9k
Unlock your potential as a Client Associate at J.P. Morgan Advisors, where you\'ll be at the... ...to work closely with Financial Advisors, providing personalized... ...a commitment to career growth and mobility, you\'ll... ...experience Series 7 & 66 licenses upon hire or must successfully...Local area$24.92 - $30.46 per hour
Responsibilities Build and nurture client relationships through in-person, appointment-... ...and self‑service products to meet their financial needs. Leverage available resources and... ...experience and training. National Mortgage Licensing System (NMLS) registration under the...Hourly payTemporary work$45k - $75k
Job Description: Financial Services Representative Have... ...dedicated time to focus on growth and career development,... ...your Series 7 & 66 licenses, personalized support,... ...a personalized career path. You get variety. You’ll... ...thrive face to face with clients in a fast-paced...Full timeWork at office1 day per week
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