Financial Advisor
$118.5kNew York Life
Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the financial services industry! Our successful entry-level financial advisor candidate has a passion for developing long-term relationships and an interest in financial data, estate planning, business administration, mutual funds, and more. If you have great communication skills and an eye for detail, apply today! Responsibilities: • Gather and assess each client’s financial information to accurately determine factors including financial status, cash flow, monetary expectations, financial goals, retirement plans, and additional factors related to wealth management • Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals • Be a coachable, organized team member interested in pursuing training development and educational opportunities • Customize financial plans for each client based on his or her professional/work circumstances, life stage, and evolving financial needs • Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects Qualifications: • Valid FINRA Series 7 & 63/66 preferred but not required • Exemplary math skills, communication skills, and relationship skills to support strong customer service for current and new clients • A required Bachelor’s degree in business administration, finance, or similarly related field • Basic knowledge of computer programs including Microsoft Office, financial planning software, Google Suite, CRM systems, and related programs is needed • Basic understanding of the role of a financial advisor or financial consultant, as well interest in the financial industry and financial products is necessary • Must be authorized to work in the US — candidates must hold a US passport, green card, or regular renewable EAD. Note: We are unable to sponsor or contract with F1 Visa (OPT/CPT) holders at this time. Compensation: $118,500+ annually at plan commission
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Compensation:
$118,500 per year
$25 - $31 per hour
...competitive salary, generous benefits, unlimited growth potential, and a collegiate work environment. Job Description As our Financial Aid Administrator (FAA), you will meet and communicate with current, prospective and alumni students to guide them through the...SuggestedUnitek Learning
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Golden Summit Wealth & Insurance Solutions a MassMutual Firm
San Jose, CA1 day ago $75k - $160k
...To $160,000.00 Annually KeyPoint Credit Union partners with LPL Financial and TruStage to offer a complete menu of financial services to... ...CA would allow you to join KeyPoint Credit Union as a Financial Advisor working with LPL and TruStage. Under this model Financial...SuggestedLocal areaKeyPoint CU
San Jose, CA2 days ago$48k - $100k
...management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Our financial advisors help clients pursue the life they envision through a personal relationship with a trusted advisory team, equipped with the...SuggestedShift workDay shiftBank of America
San Jose, CA2 days ago$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...SuggestedFull timeContract workFor contractorsWork at officeNorthwestern Mutual
Campbell, CA1 day ago- ...MassMutual Silicon Valley is actively hiring for entry‑level Financial Advising positions. Individuals who are interested in finance but do not yet know where to begin their career will receive training and support. We value communication skills, helping others, and the...
MassMutual Alabama
San Jose, CA3 days ago $61k - $119k
...Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused...For contractorsWork at officeNorthwestern Mutual
Campbell, CA2 days ago- ...KeyPoint Credit Union in San Jose and Santa Clara, CA seeks a Financial Advisor to work with LPL and TruStage. You will service an existing book, grow a client base, and deliver financial solutions without proprietary products. As an advisor with LPL, you will access technology...
KeyPoint CU
Santa Clara, CA1 day ago - ...Corebridge Financial, Inc. is looking for passionate Financial Advisors in Santa Clara County to provide personalized financial planning to clients. The role allows for flexibility in scheduling and comes with a competitive benefits package, including health insurance...
Corebridge Financial, Inc.
Santa Clara, CA2 days ago $117.36k
...journey. Backed by a Fortune 100 company that is a leader in the financial services industry, New York Life will invest in you from the... ...gain expertise in different areas, such as becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to...Full timeContract workNew York Life
San Jose, CA3 days ago$140k - $200k
...Senior Financial Advisor San Jose, CA Salary: $140,000 - $200,000 per year Hybrid - Meets once a week on Mondays We are looking for a Senior Financial Advisor (7+ years of experience) to serve as a Lead Relationship Manager supporting new and existing...Local area1 day per weekPop-Up Talent
Santa Clara, CA2 days ago- ...Financial Solutions Advisor Registration Candidate- San Jose Market San Jose, California To proceed with your application, you must be at least 18 years of age. Acknowledge ( Bank of America employees are required to meet all posting eligibility requirements...Work at officeImmediate startMonday to FridayShift workDay shift
Bank of America
San Jose, CA4 days ago - ...A financial services firm in Campbell, CA is looking for a Talent Acquisition Specialist to manage the recruiting efforts for its San Jose office. The ideal candidate will have a bachelor's degree and 2-5 years of experience in sales, business development, marketing, or...Work at office
Northwestern Mutual
Campbell, CA4 days ago $100k
Financial Advisor - K-12 Retirement Specialist (403b/457b) Job Details: 1099 | Commission & Fee-Based | Full-Time or Part-Time Empower Educators. Build Your Business. Make an Impact. Join a proven system where advisors build six-figure practices serving the underserved...Full timePart timeWork at officeTeacher's Pension and Insurance Services
Mountain View, CA2 days ago- A leading financial services firm is seeking a Financial Professional to empower clients in achieving financial well-being. You will educate clients about financial strategies, providing support for business matters, insurance, and retirement planning. The role offers remote...Remote job
$100k - $150k
...private equity, renewable energy finance, or other infrastructure finance.Demonstrated experience building and maintaining complex financial models used in live transactionsStrong academic credentials from a top tier‑ college or university.Skills & AttributesExceptional...Full timeWork at officeImmediate start- The RoleWe are looking for a Corporate Finance Associate/Sr Associate to join the team and help build the financial infrastructure that supports Gridmatic's growth. You will report to Head of Finance and work directly with leadership on capital strategy, investor relations...Home officeFlexible hours
$180k - $275k
At Netflix, our mission is to entertain the world. Together, we are writing the next episode - pushing the boundaries of storytelling, global fandom and making the unimaginable a reality. We are a dream team obsessed with the uncomfortable excitement of discovering what...Hourly payFull timeWork experience placementWork at officeImmediate startFlexible hours$102.3k - $196.45k
...should talk!What you will doProduct Finance Business Partnership& ModelingPartner with cross-functional teams to develop bottoms-up financial models across revenue, cost of goods, and operating expenses.Build and maintain dynamic models and scenario analyses to support...Full timeContract workTemporary workLocal areaWorldwide$169k - $197k
...Functional FinanceSPV / Entity FinanceMaintain and update consolidated financial modelsEnsure alignment of assumptions across... ...USIT), Andra Capital, SGW, Andrej Karpathy, ARK Invest, Fincadia Advisors, G Squared, In-Q-Tel (IQT), KHK & Partners, NVIDIA, Pegatron,...Work at officeLocal areaWork from homeFlexible hours$133.5k - $183.5k
...resource for colleagues with less experience.Job Description - Senior Financial Analyst - Global Financial Planning & Analysis (B4)This Sr. FP&... ...12-7547, option 1, and following the prompts to speak to an HR Advisor. This contact is for accommodation requests only and cannot be...Full time$131k - $193.81k
...inflection point — one where your fingerprints will be on the financial architecture of a scaling, high-growth organization. As a Principal... ...that track performance against planAct as a trusted financial advisor to functional leaders, providing data-driven insights and...Permanent employmentFull timeInternshipWork from home$99k - $232k
...insight and challenge. Our team helps clients optimise and align financial planning, consolidation, reporting and analytics processes,... ...Manage client relationships and serve as a trusted advisor across finance transformation initiatives Solve complex business...H1bPwC
San Jose, CA5 days ago- ...collaboratively, and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best way forward... ...12 program managing over $2.8 billion in client assets. Our advisors average $575,000 in GDC. Our structure is designed to empower...Immediate start
Columbia Bank (WA, OR & ID)
San Jose, CA1 day ago - ...Golden Summit Wealth is growing, and we're looking for Financial Advisors who are ready to take the next step in their career. This opportunity is designed for advisors who enjoy building relationships, serving clients, and growing a practice, but want to do...Full time
- ...built on trust, personalized service, and a fiduciary commitment to our clients. As a Wealth Advisor , you'll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab's approach to investing....Work at office
Charles Schwab
Campbell, CA1 day ago $1,000 per month
...Northwestern Mutual College Financial Representative Internship College Financial Representatives in the internship program at Northwestern... ...to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual
Campbell, CA1 day ago- ...for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients,...Temporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
$25 - $31 per hour
...competitive salary, generous benefits, unlimited growth potential, and a collegiate work environment. Job Description As our Financial Aid Administrator (FAA), you will meet and communicate with current, prospective and alumni students to guide them through the...$135k - $250k
...Position Title: Senior Financial Advisor Salary Range: $135,000 - $250,000 base / Year DOE This is an opportunity to join a growing, employee-owned wealth management firm where relationships matter as much as results. As a Senior Financial Advisor, you'll help...Boutique Recruiting
Mountain View, CA5 days ago
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