Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Strategic Financial Planner & Investment Advisor

$70k - $80k

Bank of America ATM

Bank of America is seeking a qualified Financial Advisor to help clients achieve their financial objectives. This role involves building financial plans, recommending investment strategies, and triaging client requests. The ideal candidate will have a Series 7 and 66, relevant experience in investments, and strong communication skills. The position requires an open availability Monday through Friday, with a salary range of $70,000.00 - $80,000.00 annually, and is eligible for benefits including paid time off and incentives. #J-18808-Ljbffr Bank of America

Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Strategic Financial Planner & Investment Advisor in Milpitas, CA vacancy
  • $106k - $146k

     ...apply foundational accounting and financial costing expertise to support investment decision-making, resource...  ...experience who is eager to grow their strategic finance skills while collaborating...  ...following the prompts to speak to an HR Advisor. This contact is for... 
    Suggested
    Full time
    Relocation

    Applied Materials, Inc.

    Santa Clara, CA
    1 day ago
  • Applied Materials is seeking a full-time FP&A Analyst to lead financial insights and support across SPG. The ideal candidate will excel...  ...of dashboards and analytics, this role is pivotal for strategic planning. Candidates should have solid experience in financial... 
    Suggested
    Full time

    Applied Materials

    Santa Clara, CA
    2 days ago
  • Intuit is seeking a Staff Financial Analyst in Mountain View, California, to drive strategic planning and financial reporting for the QuickBooks Product organization. The ideal candidate will have over 6 years of FP&A experience, strong analytical skills, and proficiency... 
    Suggested

    Intuit

    Mountain View, CA
    2 days ago
  • Google Inc. is seeking a Strategic Financial Analyst in Mountain View, CA, to support financial decision-making and evaluate growth initiatives. This role involves financial modeling, monthly forecasting, and partnering with cross-functional teams to drive strategic insights... 
    Suggested

    Google Inc.

    Mountain View, CA
    1 day ago
  • We’re looking for a highly analytical and business-oriented Strategic Finance / FP&A Analyst to join our growing finance team. This role...  ...leadership across the company to drive strategic planning, financial insights, and operational decision‑making. You’ll play a key role... 
    Suggested
    Work at office
    Remote work
    3 days per week

    Stampli

    Mountain View, CA
    3 days ago
  • Google is looking for a Strategic Financial Analyst to join the PDCO finance team in Mountain View, California. This role involves ensuring sound financial decisions through rigorous analysis, building financial models, and collaborating with cross-functional teams. The... 

    Google

    Mountain View, CA
    3 days ago
  • $150k - $170k

     ...seeking a highly analytical FP&A Analyst to join its finance team. This role involves strategic business partnership with R&D, Sales, and Management, and focuses on complex financial modeling and performance management. Ideal candidates will have strong financial analytics... 

    Nova Measuring Instruments

    Fremont, CA
    2 days ago
  • $95k - $136k

    Google is seeking a Financial Analyst to ensure solid financial decision-making through analytics and strategic insights. Your role will involve managing projects and collaborating with the Finance team to translate complex analysis into actionable business strategies.... 

    Google

    Sunnyvale, CA
    1 day ago
  • $137.9k - $207.3k

    Sr. Financial Analyst, Investor Relations - Strategic Finance Cupertino, California, United States Corporate Functions Imagine what you could do here. At...  ...competitor trends — including earnings disclosures, industry investments, strategic moves, and broader analyst sentiment —... 
    Relocation
    Shift work

    Apple Inc.

    Cupertino, CA
    1 day ago
  • $160k - $180k

     ...Strategic Finance / FP&A Analyst We're looking for a highly analytical and business-oriented Strategic Finance / FP&A Analyst to join...  ...leadership across the company to drive strategic planning, financial insights, and operational decision-making. You'll play a key... 
    Work at office
    Remote work
    3 days per week

    Stampli

    Mountain View, CA
    5 days ago
  • $150k - $200k

     ...Associate in Santa Clara, California, to support strategic growth initiatives including M&A and...  ...The role demands 2-5 years of experience in investment banking or corporate development, along with exceptional financial modeling and analytical skills. The position... 
    Remote work
    Flexible hours

    Oklo Inc

    Santa Clara, CA
    4 days ago
  • $106k - $146k

    Applied Materials, Inc. is hiring a Financial Analysis III in Santa Clara, CA, to support strategic business decisions through detailed financial analytics and modeling. As part of a collaborative team, you will conduct variance analysis, develop financial reporting tools... 

    Applied Materials, Inc.

    Santa Clara, CA
    1 day ago
  • A leading technology firm in Santa Clara seeks a Venture Investment Manager to enhance its growth strategy through strategic venture investments. In this role, you will identify and evaluate high-quality investment opportunities, conduct rigorous due diligence, and engage... 

    Advanced Micro Devices

    Santa Clara, CA
    5 days ago
  • Apple Inc. is seeking a Sr. Financial Analyst for Investor Relations in Cupertino, California. This role involves conducting strategic research, collaborating with finance teams, and synthesizing complex data into executive presentations. The ideal candidate will have... 

    Apple Inc.

    Cupertino, CA
    1 day ago
  • $100k - $130k

     ...looking for a data-driven and operationally minded Senior Strategic Financial Analyst to serve as a key architect of our financial planning...  ...in Enterprise SaaS company and prior private equity or investment banking experience preferred. Technical Stack Advanced proficiency... 
    Contract work

    DataVisor Inc.

    Mountain View, CA
    1 day ago
  •  ...leading staffing agency located in Santa Clara is looking for a Financial Analyst responsible for providing support to business groups...  ...analytical skills. This position offers the opportunity to influence financial decisions at a strategic level. #J-18808-Ljbffr Aditi Staffing

    Aditi Staffing

    Santa Clara, CA
    3 days ago
  •  ...everything from FP&A to automation to ad hoc strategic analysis. This is a high-ownership role...  .... Responsibilities Build and maintain financial models, forecasts, and dashboards...  ...Skills and qualifications 2-4 years in investment banking, consulting, or FP&A Quantitative... 
    Flexible hours

    Coram AI

    Sunnyvale, CA
    1 day ago
  • A leading financial consulting firm is seeking a Financial Analyst 4 to support financial forecasting, consolidation, and analysis. You will provide strategic advisory roles in a high visibility environment, influence decisions based on financial data, and partner with... 
    Contract work

    DeWinter Group

    Fremont, CA
    3 days ago
  • $126k - $140k

     ...experienced Finance Analyst to join their Product/R&D Finance team in Santa Clara, California. This position will involve providing strategic financial oversight and analytical support to supply chain and logistics teams. Key responsibilities include financial forecasting,... 

    Cerebras

    Santa Clara, CA
    4 days ago
  • $102.3k - $196.45k

     ...Senior Financial Analyst We're looking for a Senior Financial Analyst to join the Creator & Creative Professional (C&CP) finance team...  ...for Adobe's C&CP business! What You'll Do # Drive topline strategic financial planning with a long-term and product-focused lens... 
    Temporary work
    Local area
    Worldwide

    Adobe

    San Jose, CA
    4 days ago
  •  ...Sunnyvale, California. The ideal candidate will have 2-4 years of experience in investment banking, consulting, or FP&A and a quantitative degree. Responsibilities include building financial models and automating processes. Benefits include a competitive compensation... 

    Coram AI

    Sunnyvale, CA
    1 day ago
  • $110.5k - $166.1k

    Apple Inc. is seeking a Financial Analyst in Cupertino, California. This role is vital within the Financial Planning & Analysis (FP&A) team, focusing on financial tasks related to tracking and reporting. With at least 2 years of experience and a Bachelor's in Finance, the... 

    Apple

    Cupertino, CA
    4 days ago
  • Applied Materials, Inc. is looking for an SPG FP&A Analyst in Santa Clara, CA. The role focuses on providing high-quality financial analysis and developing dashboards that improve financial visibility and support executive decision-making. The ideal candidate has experience... 

    Applied Materials, Inc.

    Santa Clara, CA
    5 days ago
  • $77.6k - $124.2k

    A leading online legal services provider is seeking a Sr. Finance Analyst to support departments and build financial models. Located in Mountain View, this remote-first role requires a Bachelor's degree and 2-4 years of experience. The successful candidate will work collaboratively... 
    Remote job

    LegalZoom

    Mountain View, CA
    4 days ago
  • $106k - $146k

    Applied Materials is looking for a Senior Analyst to drive financial strategies and analysis. This role requires expertise in financial modeling, forecasting, and budgeting while collaborating with cross-functional teams. The ideal candidate will possess a Bachelor's degree... 
    Full time

    Applied Materials

    Santa Clara, CA
    3 days ago
  • Bank of America in Cupertino is seeking a Financial Advisor to work closely with clients for effective long-term financial planning. You'll recommend tailored banking and investment strategies, ensuring client satisfaction and engagement. The ideal candidate possesses a... 
    Monday to Friday

    Bank of America

    Cupertino, CA
    1 day ago
  •  ...team. The role requires strong analytical and communication skills, with responsibilities including strategic analysis, forecasting, and process innovation in financial reporting. Candidates should have a Bachelor's degree and a minimum of 3 years experience in Corporate... 

    Apple

    Cupertino, CA
    5 days ago
  • $145k - $225k

     ...making appropriate referrals. The Relationship Manager provides financial advice to customers, approves loans within assigned limits,...  ...and complex portfolio of commercial loans Strong leadership and strategic management skills Excellent verbal and written communication... 
    Temporary work

    U.S. Bank

    San Jose, CA
    7 hours ago
  •  ...flexible, volunteer role is ideal for someone with proven nonprofit marketing and fundraising experience. The consultant will develop strategic plans to enhance brand visibility, grow donor support, and secure funding opportunities. If you are passionate about education and... 
    Flexible hours

    Young STEAMers

    Fremont, CA
    4 days ago
  • $126k - $140k

    A leading technology company is seeking a Finance Analyst for their Product & R&D Finance Team. The role involves providing strategic financial oversight for supply chain and logistics, including financial forecasting, analysis, and collaboration with cross-functional teams... 

    Cohesity

    Santa Clara, CA
    1 day ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Strategic Financial Planner & Investment Advisor. Be the first to apply!