Associate Financial Advisor
SkyKey Financial
SKYKEY FINANCIAL BOOKS APPOINTMENTS ON YOUR CALENDAR! SkyKey Financial is looking for motivated Retirement Specialists — scholar‑athletes and candidates with athletic backgrounds strongly encouraged to apply, as we’ve consistently seen them succeed in sales and client relationship roles. If you’re competitive, disciplined, and purpose‑driven, this could be a great fit. Both Part‑time and Full‑time openings are available. What We Offer: Ongoing training & support Growth opportunities Our Marketing Group presets your appointments on your calendar - No Cold Calling! Responsibilities: Educate and assist clients in selecting the best retirement options and life insurance policies Build and maintain strong client relationships Stay up to date on industry regulations and products Qualifications: Life Insurance License (or willingness to obtain) Strong communication & sales skills Self‑motivated with a goal‑oriented mindset Ability to work independently and as part of a team Must be at least 18 years old as required by state law If you're passionate about making a difference and ready to advance your career, we want to connect with you! Join SkyKey Financial and take your career to new heights. Apply Today! Please note: Update your Zoom display name before the meeting. This will help us recognize you and allow you to join quickly without any issues. #J-18808-Ljbffr
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Associate Financial Advisor in East Palo Alto, CA vacancy
$100.8k - $162.4k
...Responsibilities Support Wealth Advisor in delivering exceptional services to clients, with the potential to lead less complex client... ...relationships. Advanced capability of all wealth, investment, and financial planning processes Begins to prepare and make recommendations...SuggestedPermanent employmentTemporary workWork at officeFlexible hoursDormont Manufacturing Company
Menlo Park, CA3 days ago$100.8k - $162.4k
...Responsibilities Support the Wealth Advisor in delivering exceptional services to clients, with the potential to lead less complex client... ...Develop advanced capability across all wealth, investment, and financial planning processes. Prepare and make recommendations for client...SuggestedPermanent employmentTemporary workWork at officeFlexible hoursCorient Services LLC
Menlo Park, CA17 hours ago$85k - $115k
...Associate Financial Advisor (AFA) Summitry is a Bay Area-based wealth management firm with over $3B in assets under management, 40+ employees, and more than 1,000 clients. We provide personalized financial planning and investment strategies rooted in deep local insight...SuggestedFull timeLocal areaImmediate startFlexible hoursSummitry
Foster, CA3 days ago$150k - $200k
...Overview Focus Partners Wealth is seeking a Wealth Advisor responsible for delivering exceptional advice and service to clients, specifically... ...Wealth Advisory Practice. You will be the first call for any financial guidance and service that our clients need. You will be the...SuggestedWork at officeRemote work2 days per weekFocus Financial Partners Inc.
Menlo Park, CA4 days ago$86.1k - $107.2k
...Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisorrole is an exciting... ...client relationships through active participation in the financial planning process. Responsibilities include creating and...SuggestedWork at officeLocal areaRemote work2 days per weekFocus Financial Partners Inc.
Palo Alto, CA3 days ago$86.1k - $107.2k
...Focus Partners in Palo Alto is seeking an Associate Wealth Advisor to develop and implement personalized financial plans collaboratively with Wealth Advisors. This hybrid role requires maintaining client relationships and involves creating investment strategies while...Focus Partners LLC
Palo Alto, CA4 days ago$100.8k - $162.4k
...Corient Services LLC is looking for a dedicated professional to support the Wealth Advisor and deliver exceptional services to clients in Menlo Park, California. The role involves financial planning and client relationship management, requiring a Bachelor's degree and...Corient Services LLC
Menlo Park, CA17 hours ago- ...Manufacturing Co in Menlo Park, California, seeks a qualified candidate to support Wealth Advisors in delivering exceptional client services. Responsibilities include recommending financial plans, documenting meetings, and nurturing client relationships. The ideal candidate...
Dormont Manufacturing Company
Menlo Park, CA3 days ago - Girls Just Gotta Have Funds is growing and looking for a Junior Financial Advisor to join our team. This is a unique opportunity for a securities-licensed advisor who wants to grow in the business while learning from an established, client-focused financial planning team...Work at office10 hours per week
$80k - $85k
Associate Wealth Advisor - Focus Partners Wealth Focus Partners Wealth is seeking an Associate Wealth Advisor to join a planning‑centric team... ...enhance client relationships and actively participate in the financial planning process. Hybrid Schedule - 3 days in office per...Work at officeRemote work3 days per week$86.1k - $107.2k
Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our team! The Associate Wealth Advisor role is an exciting... ...client relationships through active participation in the financial planning process. Responsibilities include creating and...Work at officeLocal areaRemote work2 days per week$109.12k - $163.68k
Citigroup Inc. is seeking an Associate Banker SAFE Act LO in Palo Alto, California, to support sales and marketing strategies and foster... ...will have prior wealth management experience and relevant financial service certifications. The salary range is $109,120.00 - $163...Full time$22 per hour
...Excited about our mission of motivating high-performing students Lift up to 25lbs Benefits and Compensation: The Front Desk Associate pay rate for our Mountain View location is $22/hour. Some benefits include: ~ Paid Sick Leave ~401K retirement plan with...Full timePart timeSummer workH1bWork at officeFlexible hoursArt of Problem Solving
Mountain View, CA8 days ago$19.7 per hour
...E-commerce Associate Are you a person who enjoys helping others? Are you currently seeking fulfillment in your professional life? Hope Services is Silicon Valleys leading provider of services to people with developmental disabilities and mental health needs....Hourly payWork experience placement$100k - $250k
...We are seeking experienced, driven, and focused Financial Advisors to join our fast-growing firm. Candidates must be dedicated to growing a practice while providing a very high level of coordinated advice and service to their clients. Our Financial Advisors must be proficient...Empirical Wealth Management
Menlo Park, CA1 day ago$260k - $390k
...from early startups to mature, publicly traded corporations. Job Description We are seeking mid-to-senior level corporate associates with at least three (3+) years of experience in a sophisticated corporate law practice with a focus on startup, venture capital,...MAP SSG
Mountain View, CA2 days ago$45k - $100k
...you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner... ...People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe...TraineeshipWork at officeLocal areaWork from homeHome officeFlexible hoursEdward Jones
Menlo Park, CA4 days ago$260k - $365k
...Mid-Level Products Liability Litigation Associate Industry Attorneys Salary $260,000 - $365,000 Date Opened 06/06/2025 Job Type Full time Work Experience 3-5 years City San Diego State/Province California Country United States Zip/Postal Code...Full timeWork experience placementFlexible hoursAdvocates Legal Recruiting
Palo Alto, CA1 day ago- ...Job Description: Responsibilities Include: -Gather financial planning data and assist in plan production for acquired clients. -Conduct client meetings (reviews and deliverables) with all clients to generate NB implementation per client service policy. -Conduct...
Financial Planner Recruiting, LLC
Palo Alto, CA17 hours ago - ...Merrill Experienced Financial Advisor Locations: Honolulu, Hawaii; North Bethesda, Maryland; Los Angeles, California; New York, New York... ...Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal...Shift workDay shift
Arizona Staffing
Palo Alto, CA17 hours ago $90k - $100k
...every aspect of life. Together, we can make a lasting impact in the Bay Area and beyond. Position Summary The Spiritual Formation Associate is a key member of the Central Spiritual Formation Team, serving as the primary support and second-chair leader to the Pastor of Spiritual...Work experience placementLive outWork at officeLocal areaFlexible hoursAfternoon shiftMenlo Church
Menlo Park, CA3 days ago$20 - $22.5 per hour
...Welcome Center Associate The Welcome Center Associate is responsible for providing prompt, courteous and accurate service to the public, members and YMCA employees over the phone and in person. This includes providing information and enrolling individuals in youth development...Work experience placementShift workAfternoon shiftYMCA of Silicon Valley
Palo Alto, CA1 day ago- ...follows its regional policies and procedures. It is designed to provide advanced training and additional clinical supervision to Associate Marriage & Family Therapists, Associate Clinical Social Workers and Associate Professional Clinical Counselors (AMFT/ACSW/APCC) who...Hourly payTemporary workInternshipLocal area
Kaiser Permanente
Mountain View, CA17 hours ago $144k - $180k
...Fragomen, Del Rey, Bernsen & Loewy, LLP, located in Palo Alto, California, is seeking a Business Immigration Associate. The role demands a strong understanding of immigration law and involves developing strategies, managing cases, and supervising junior staff. Candidates...100 Fragomen, Del Rey, Bernsen & Loewy, LLP
Palo Alto, CA3 days ago- ...RFA is looking for a Philanthropy Associate to help create top-quality philanthropic experiences for our clients. You will work with staff and clients to help manage the flow of grant projects through their full lifecycle, from initial due diligence to final reporting....Work at office
Rosewood Family Advisors LLP - Palo Alto, CA
Palo Alto, CA2 days ago - ...Silicon Valley, United States | Posted on 01/22/2026 Senior Associate, Transactional Tax (4+ years) Our AmLaw 100 client is hiring a senior transactional tax associate for a national team that sits in the middle of headline deals. This is a true platform move: deep bench...
Advocates Legal Recruiting
Palo Alto, CA2 days ago $70k - $80k
...Description This role is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Build a financial plan, recommend brokerage products, triage client leads, and refer to business partners. The candidate...Temporary workMonday to FridayShift workDay shift- Bank of America is seeking a dedicated professional in Mountain View, California, to provide comprehensive financial advice to clients aiming to meet their financial goals. You will build financial plans and recommend various banking and brokerage products. The ideal candidate...
- Bank of America is seeking a Financial Solutions Advisor - Stage I (FSA I) in Mountain View to provide financial advice and client solutions. The role involves obtaining industry licenses and offering product recommendations through client relationship management. Candidates...
$28.85 - $33.65 per hour
...of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Associate Financial Advisor. Be the first to apply!
