Wealth Advisor | Financial Planning Expert
Hispanic Alliance for Career Enhancement
A prominent financial services organization based in California is looking for an individual to provide financial planning and investment advice while supporting sales targets. The ideal candidate will have a strong working knowledge of the financial industry, a post-secondary degree, relevant licenses, and 4-6 years of experience. You will collaborate with team members to present comprehensive banking solutions and implement growth strategies. This position offers a competitive salary and additional benefits. #J-18808-Ljbffr Hispanic Alliance for Career Enhancement
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Wealth Advisor | Financial Planning Expert in San Jose, CA vacancy
$19 - $25 per hour
A financial institution in Milpitas seeks a Substitute Relationship Banker to provide operational support at various branches. Responsibilities include handling teller transactions, cross-selling products, and resolving customer issues. Ideal candidates should have cash...SuggestedHourly payFull timeFlexible hours- A financial empowerment firm is seeking agents for a remote Wealth Management position. The role involves providing financial education and support to clients, requiring strong customer service and management skills. No prior finance experience is necessary as the company...SuggestedRemote work
Melius Consulting
San Jose, CA22 hours ago $78.8k - $111.28k
...is based on the idea that transforming financial lives starts by giving our people the freedom... ...clients in person, as needed. The Wealth Advisor is an essential member of a dedicated... ...and delivering thoughtful, strategic planning conversations. The role will coordinate...Suggested16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaImmediate startRemote workWork from homeWork visaFlexible hoursEmpower
San Jose, CA3 days ago$136.8k - $198.38k
...is based on the idea that transforming financial lives starts by giving our people the freedom... ...the base pay** The Senior Private Wealth Advisor, Practice Lead plays a vital role in... ...to client onboarding, financial planning, and investor education. Collaborate with...Suggested16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaImmediate startRemote workWork from homeFlexible hoursEmpower
San Jose, CA3 days ago$104.8k - $148.08k
...is based on the idea that transforming financial lives starts by giving our people the freedom... ...on client needs. The Senior Wealth Advisor, Practice Lead plays a vital role in... ...related to client onboarding, financial planning, and investor education...Suggested16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaImmediate startRemote workWork from homeWork visaFlexible hoursEmpower
San Jose, CA3 days ago$200k
Leah Yosef International in San Jose, California, is looking for a Wealth Advisor to manage relationships with high-net-worth clients. This role involves advising on wealth management strategies, inheriting client relationships, and developing partnerships with CPA and...Work at office- ...Associate Vice President and Wealth Advisor About the Company Premier investment advisor... ...is ideal for early-career advisors or financial planning professionals who are ambitious and... ...alongside senior advisors and subject matter experts, supporting the delivery of...
Confidential
San Jose, CA3 days ago - Citigroup Inc. is seeking a Senior Analyst for Wealth Relationship Management in Los Gatos, California. This pivotal role requires 5-8 years of experience and a strong background in financial planning. Responsibilities include building client relationships, providing tailored...
- ...About the Company Northwestern Mutual – San Jose is seeking a Financial Planning Associate. This role integrates comprehensive sales... ...financial planning, and investment operations to fully support advisors in achieving production, planning, and client service goals....Home office
Northwestern Mutual
Campbell, CA4 days ago $70k - $120k
...document, monitor, and report all accounts payable transactions, aiding in monthly and year-end closing activities. Strictly adhere to financial controls and company policies, while identifying potential opportunities for process enhancements. Efficiently handle a...Full timeFor contractorsRemote workGrabJobs
San Jose, CA22 hours ago- ...Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial... ...-based solutions with a financial planning mindset to meet the individualized investment... ...in Retail, Business Banking and Wealth to increase referrals.Provides financial...
TradeJobsWorkforce
San Jose, CA1 day ago - ...Onsite Full Time Build a career that compounds. Work on what matters most. A high-growth, entrepreneurial leadership and financial advisory firm is expanding its Bay Area team and seeking experienced accounting and finance professionals ready to accelerate their...Full timeImmediate start
New Day Executive Search
Santa Clara, CA3 days ago $73k - $110k
A global technology transformation company in California is looking for a Senior Financial Analyst to join their finance team. The role focuses on financial planning & analysis and consolidations while leveraging strong project management skills. Candidates should have...- ...Description Primary Function: The Corporate Planning and Reporting team is responsible for analyzing and reporting results and financial plans across various business units,... ...practices and insights as a subject matter expert in our financial systems, tools, processes...
$2,000 per month
Job Summary We’re looking for a dedicated FP&A Associate to own our internal financial planning engine. This is a pure FP&A role—100% internally focused with zero external deal work. You’ll be the person leadership turns to when they need budgets built, forecasts sharpened...Work at officeRelocation package- II-VI UK, Ltd. is looking for a seasoned Financial Planning & Analysis (FP&A) professional to enhance financial reporting and analysis activities. The candidate should have at least 8 years of experience in finance or accounting, preferably in a global manufacturing environment...
$137.3k - $209.11k
...IT Enterprise Applications. In this pivotal role, you will own the end-to-end technology strategy and delivery for Infoblox's Financial Planning & Analysis function across a modern enterprise stack that includes Oracle ERP Cloud, Oracle HCM, Anaplan, and Salesforce....Temporary workWork at officeFlexible hoursShift workNight shiftInfoblox
Santa Clara, CA3 days ago$1,000 per month
...Overview College Financial Representatives in the internship program... ...an integrated financial planning practice from the ground up.... ...engaging local and nationwide experts, exclusive financial products... ...Financial Representative or Advisor role upon graduation. #LI-Onsite...Full timeInternshipLocal areaFlexible hoursNorthwestern Mutual
Campbell, CA2 days ago$118.5k
New York Life is seeking an entry-level financial advisor in San Jose, California. This full-time position offers hybrid working hours, requiring... ...financial data. Compensation starts at $118,500+ annually at plan commission, along with benefits. #J-18808-Ljbffr New York...Full timeWork at office$750 per week
Financial Advisor - "Choose a Career That Lets You Live Life Differently!" Recognized by FORTUNE as one of the "World's Most Admired" companies... ...Mutual will also help you. Two company-funded retirement plans. Group life and disability income insurance. Sponsorship of licensing...- A financial services leader is seeking a Financial Advisor in San Jose, CA. The role involves identifying potential clients, creating strategies for insurance and investments, and providing ongoing client support. Candidates should have a Bachelor's Degree, strong communication...
- A growing ERP solutions provider in San Jose is looking for a NetSuite Solution Consultant to lead implementations and optimize financial processes. The role requires over 3 years of hands-on experience with NetSuite and strong knowledge in finance and accounting workflows...
$19 - $25 per hour
...drive and optimism. Together we can make a difference in the financial future of our communities. Apply today!/ppGeneral Summary: Responsible... ...partners and make referrals as appropriate (e.g. Financial Advisors, Mortgage Loan Originators, Commercial Lenders)./...Full timeWork experience placementFlexible hoursCathay General Bancorp
San Jose, CA3 days ago$41.44 per hour
Enrollment & Financial Aid Advisor (SHORT-TERM, TEMPORARY) This is a temporary, hourly position located at either Mission College in Santa Clara, CA or West Valley College in Saratoga, CA. Generally, the position is Monday‑Friday, 8:30am‑5:00pm, but hours may vary. Salary...Hourly payTemporary workMonday to Friday- A leading financial services firm in California is seeking a Lead Advisor focused on client retention and financial planning. The successful candidate will spend significant time managing ongoing... ...in investment strategy decisions. #J-18808-Ljbffr Modern Wealth Management
$108.8k
A leading insurance firm in Santa Clara is seeking a Bilingual Financial Professional who is passionate about serving diverse communities. This role offers competitive compensation of $108,800 annually, and requires fluency in English and proficiency in another language...Work at officeFlexible hours$118.5k
...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... ...and an interest in financial data, estate planning, business administration, mutual funds, and more...Full timeWork at officeImmediate startMonday to Friday- Charles Schwab Corporation in Sunnyvale is seeking a Financial Consultant to provide wealth management and financial planning advice to clients. In this role, you will grow your practice by consolidating client assets and networking while ensuring an outstanding investor...Flexible hours
- ...Chief Financial Officer (CFO) Advisor About the Company Pioneering robotics & software startup... ..., is suited for a seasoned financial expert, such as a retired or semi-retired executive... ...who can offer insights on financial planning, budgeting, and forecasting to...Part timeRemote workFlexible hours
Confidential
San Jose, CA4 days ago $121.6k - $288k
...LIVE platform. The role requires 5+ years in AML compliance or financial crimes advisory, strong analytical skills, and the ability to navigate... ...salary range of $121,600 - $288,000 annually and comprehensive benefits including medical and 401(k) plans. #J-18808-Ljbffr TikTok
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Wealth Advisor | Financial Planning Expert. Be the first to apply!
Related searches
- entry level financial advisor San Jose, CA
- jde finance consultant San Jose, CA
- financial advisor San Jose, CA
- financial planner San Jose, CA
- senior financial advisor San Jose, CA
- financial planning assistant San Jose, CA
- financial advisor associate San Jose, CA
- financial counselor San Jose, CA
- junior oracle financial functional consultant San Jose, CA
- oracle cloud financials consultant San Jose, CA