Strategic Financial Planner & Investment Advisor
$70k - $80kBank 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 3 days ago
Similar jobs that could be interesting for youBased on the Strategic Financial Planner & Investment Advisor in Milpitas, CA vacancy
- Bank of America in San Jose seeks a Financial Advisor to help clients achieve their financial goals through comprehensive advice and customized... ...will hold necessary licenses and have experience in the investments and financial services industries. This role includes...Suggested
- Bank of America is seeking a Financial Advisor in Newark, California, responsible for providing tailored financial advice. You will assist... ...by developing comprehensive financial plans and recommending investment products. Ideal candidates will have a Series 7 & 66...SuggestedMonday to Friday
$110k - $140k
Power-Integrations is looking for a Senior Financial Analyst to enhance financial processes and provide strategic insights within our Financial Planning & Analysis team. The role demands 5-7 years of financial experience, a Bachelor's degree in finance or accounting, and...Suggested- 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
- ...involves executing the company's growth strategy through detailed financial analysis and collaboration with senior leadership. The ideal... .... This position is critical for identifying and executing strategic deals and requires a bachelor's degree in a related field. #J-...Suggested
$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 workFlexible hours$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...- A leading technology company in Cupertino seeks an experienced Retail Real Estate Manager to lead strategic site selection and manage the retail portfolio. The role requires at least 5 years of experience in retail real estate, solid negotiation skills, and the ability...
$170.26k - $200.3k
...lending experience and 3 years of management experience. Key responsibilities include prospecting for new business and providing financial advice. The salary range is $170,255 to $200,300, with a comprehensive benefits package that includes healthcare and a retirement...- 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...
$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- 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
- ...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 AditiStaffing
- ...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
$117k - $167k
Strategic Financial Analyst, Platforms and Devices Central Finance corporate_fare Google place Mountain View, CA, USA Apply Bachelor's degree... ...that our innovation is backed by sustainable and strategic investment. Google is proud to be an equal opportunity and...Full time- Advanced Micro Devices is seeking a Staff Analyst in Strategic Finance in San Jose, CA. This role will engage closely with Business Development and AI leadership to support capacity planning and financial analytics for AI infrastructure. Strong candidates will possess backgrounds...
- A leading tech company in California is seeking a Strategic Financial Analyst to ensure sound financial decisions and support executives with insights. In this dynamic role, you'll analyze business scenarios and improve financial processes while managing significant projects...
- Riverside Research Institute is seeking an Analyst for their Business Intelligence and Due Diligence team based in Mountain View, CA or at the Pentagon, VA. The successful candidate will be involved in safeguarding the DIU's brand integrity, managing due diligence related...
$87k - $142k
...focuses on leveraging AI and data science to address complex financial challenges through machine learning models and data analysis.... ...employee benefits. This is a unique opportunity to influence strategic financial decisions at the forefront of technology. #J-18808-Ljbffr...- ...your career. THE ROLE The Staff Analyst, Strategic Finance will report to the Director of... ...planning, pipeline modeling, and financial analytics. This position sits at the intersection... ...capacity acquisition, infrastructure investments, and commercial decision‑making. The...
- ...Finance or a related field and at least two years of experience in credit control. Proficiency in ERP systems and strong negotiation and communication skills are essential for success. Join Acer to help protect our cash flow and reduce financial losses. #J-18808-Ljbffr Acer
$50.1k - $82.8k
...provides advice and guidance regarding financial solutions that are in the best interests... ...needs (e.g. everyday banking, retail investments, lending solutions, home financing (including... ...into customer conversations to provide strategic advice. * Organizes work information...Contract workPart timeLocal areaImmediate startDay shiftBMO (Bank of Montreal)
Cupertino, CA2 days ago- Etched in San Jose is seeking a dedicated FP&A Associate to lead financial planning and budgeting activities. The ideal candidate will have 1-4 years of experience, strong Excel skills, and the ability to communicate effectively with senior leadership. You will own budgeting...
- Google Inc. is seeking a Financial Analyst to ensure sound financial decisions through modeling business scenarios and tracking performance metrics. The role involves ownership of the monthly close process and consolidation of forecasts to identify trends and financial...Full time
- ...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...
$95k - $135k
Google is seeking a Financial Analyst to ensure sound financial decisions through data analysis and performance tracking. This role requires ownership of the end-to-end monthly close process and collaboration with leadership on budgeting. Candidates should have a Bachelor...Full time- ...Senior Business Development Manager / Strategic Partnerships - Fintech, Investment & Institutional Relationships... ...market presence through high-trust financial relationships, institutional credibility... ...firms RIAs and professional advisor networks Professional investor...Remote work
KORE1 Technologies
Sunnyvale, CA2 days 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...
- ...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, CA11 hours ago $137.9k - $207.3k
Apple Inc. is seeking a motivated Financial Analyst for the Worldwide Sales Finance team in Cupertino, California. The ideal candidate... ...experience and a Bachelor's degree. Responsibilities include leading strategic decisions, optimizing processes, and collaborating cross-...Worldwide
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Strategic Financial Planner & Investment Advisor. Be the first to apply!
Related searches
- jde finance consultant Milpitas, CA
- financial advisor Milpitas, CA
- financial planner Milpitas, CA
- financial planning assistant Milpitas, CA
- financial advisor associate Milpitas, CA
- financial counselor Milpitas, CA
- financial planning associate Milpitas, CA
- finance associate Milpitas, CA
- estate planning consultant Milpitas, CA
- financial planning administrator Milpitas, CA