Financial Advisor
KeyPoint CU
KeyPoint Credit Union partners with LPL Financial and TruStage to offer a complete menu of financial services to credit union clients. This employment opportunity at KeyPoint Credit Union in San Jose, CA and Santa Clara, CA would allow you to join KeyPoint Credit Union as a Financial Advisor working with LPL and TruStage. Under this model Financial Advisors are not employees of LPL Financial. The Investment Program at KeyPoint Credit Union supports the local community and you will be joining a team that is dedicated to helping members in every stage of their financial life. This exciting position will allow you to grow your career and business, helping the people and families that look to KeyPoint Credit Union for financial solutions. This position will offer: The ability to service an existing book of business upon hire The ability to build a strong client base with the credit union’s exceptional referral system Several branch territories with significant deposit base, which includes current members who need an advisor to support their financial goals The opportunity to find new clients via the credit union’s member base The opportunity to create client solutions without proprietary products The ability to grow your business with LPL’s combination of tools, technology, and support The benefit of LPL’s experience helping financial institutions grow and maximize their investment programs The opportunity to capitalize on the credit union’s reputation and community standing As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes: Access to our proprietary technology and a suite of customized services An open architecture platform with access to thousands of investment products from leading third-party product sponsors Resources and expertise across the firm to help you create client solutions The freedom to create solutions specific to your client’s goals Whatever your vision of success, we’re with you every step of the way. Requirements: Series 7 and 66 (63/65) required Insurance license required Three or more years of investment sales experience ***REQUIRED DISCLOSURE(S) These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, KeyPoint Credit Union. #J-18808-Ljbffr
$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...SuggestedFull timeContract workNew York Life
San Jose, CA3 days ago$61k - $119k
...Overview 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...SuggestedFull timeContract workFor contractorsWork at officeUnavailable
Campbell, CA5 days ago$25 - $31 per hour
...Financial Aid Advisor As a leading healthcare education organization, Unitek Learning's family of schools helps thousands of students launch and accelerate their careers every year. As a rapidly growing and highly successful company, Unitek is also a great place to...SuggestedUnitek College of Nursing
San Jose, CA2 days ago$120.56k
...Fortune 100 industry leader. At New York Life, you can build your business on a foundation of strength, stability, and long-term financial leadership. As the largest mutual life insurance company in the United States,¹ with top financial strength ratings² and a long-standing...SuggestedFull timeContract workWork at officeFlexible hoursNew York Life Insurance Company
San Jose, CA4 days 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...Suggested
MassMutual Alabama
San Jose, CA3 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...For contractorsWork at office$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, CA1 day 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 - Gurnick Academy Of Medical Arts Llc is seeking a Financial Aid Advisor for a full-time online/remote role with the Corporate Office. The position assists students with financial aid applications, conducts need analyses, and manages ISIRs, verification, and packaging of...Remote jobFull timeWork at office
- 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
- ...Chief Financial Officer (CFO) Advisor About the Company Fast-growing Silicon Valley startup revolutionizing robotics and software. Industry Computer Software Type Privately Held, VC-backed About the Role The Company is in search of a CFO Advisor...Part timeRemote workFlexible hours
$90k - $125k
...Financial Planner San Jose, California, United States Our client is a comprehensive financial planning firm committed to helping... ...to join their team. This position will support a Lead Financial Advisor, with a growth path to directly leading client relationships....Financial Planner Recruiting, LLC
San Jose, CA5 days ago$62.78k - $87.9k
...Financial Consultant The position will sit in Northern California/San Jose area. Summary: Financial Consultant will develop new current fee business for CitizensTrust Investment Services. Essential Duties & Responsibilities: Complies with and stays abreast...Community Bank
San Jose, CA4 days ago- CommonWealth Central Credit Union in San Jose is seeking a full-time Financial Services Representative to help members achieve their financial goals through proactive wellness discussions and personalized service. You will assist with transactions, account openings, loans...Full time
- At Altura Wealth Advisors , we believe great financial planning changes lives. We're a growing, independent Registered Investment Advisor (RIA) committed to providing exceptional service, comprehensive financial planning, and long-term relationships built on trust. As our...
- ...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
- ...You have already taken the first step into financial services. Now you are looking for the right environment to build a broader practice... ...Summit Wealth & Insurance Solutions is looking for financial advisors, insurance advisors, financial representatives, and licensed...Full timeWork at office
Golden Summit Wealth & Insurance Solutions a MassMutual Firm
San Jose, CAa month 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
$118.5k
...within 30 miles of San Jose, CA, will be considered for this position. We are seeking an eager, strategic, and decisive financial advisor to fill a position that offers room for growth and a promising job outlook. Our ideal candidate will be driven by the need to...Start working todayWork at office- Sales Associate – Alfa Romeo of San Jose Location: San Jose, California Employment Type: Full-Time Schedule: Includes nights and weekends About Alfa Romeo of San Jose At Alfa Romeo of San Jose, we believe driving should be the best part of your...Full timeNight shift
Stevens Creek Toyota
San Jose, CAmore than 2 months ago - ...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, CA5 days ago $1,000 per month
...College Financial Representative Internship College Financial Representatives in the internship program at Northwestern Mutual are provided... ...to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Are you a fit for this...Full timeFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual
Campbell, CA1 day ago$70k - $90k
...Northwestern Mutual – San Jose is seeking a Financial Planning Associate. This role integrates comprehensive sales execution, risk product... ...planning, and investment operations to fully support advisors in achieving production, planning, and client service goals. The...Home officeNorthwestern Mutual
Campbell, CA1 day ago$104k - $125k
...you'll grow into leading project financing yourself. Roles & Responsibilities Build, maintain, and stress-test project-level financial models across Antora's commercial development verticals. Own economic analysis and underwriting for an active and growing...Flexible hoursAntora Energy
San Jose, CA15 hours ago- ...Bank of America’s Merrill Wealth Management invites ambitious Financial Advisor candidates to join the Advisor Development Program in the United States. You’ll work with high-net-worth clients, crafting tailored financial plans, reviewing goals, and delivering comprehensive...
Bank of America
San Jose, CA1 day ago $1,000 per month
1919 S Bascom Ave Overview College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection... ...to interview for a full-time Financial Representative or Advisor role upon graduation. Qualifications Full-time student; juniors...Full timeContract workFor contractorsInternshipLocal areaFlexible hoursNorthwestern Mutual
Campbell, CA5 days ago- ...Job Description Primary Duties & Responsibilities Develop a deep understanding of the company's financial close, consolidation, reporting, budgeting, and forecasting processes. Support the collection, input, and validation of forecast, budget, and long-...Work at office
II-VI Aerospace & Defense
Santa Clara, CA5 days ago $106k - $146k
...go. Learn more about our benefits ( . Position Summary : Financial Analyst, FP&A is a high-impact role within the Central Planning... ...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 timeRelocationApplied Materials
Santa Clara, CA4 days ago$95.89k - $157.54k
...is seeking a highly experienced FP&A Senior Analyst to support financial planning, forecasting, and strategic analysis across operating... ...not required). What Success Looks Like: Acts as a trusted advisor to senior leaders, delivering insights that directly influence...Temporary workWork at officeWork from homeHome officeRelocation packageFlexible hoursMcAfee
San Jose, CA3 days ago- ...Launch your financial services career with an organization that positively impacts thousands of families and communities each year. Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members...Local area
Modern Woodmen
San Jose, CA4 days ago
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