Senior Financial Advisor - Goals-Based Wealth Strategy
$48k - $100kBank of America ATM
A major financial services company is looking for an experienced Financial Advisor in San Jose, California. This role requires at least 5 years of experience with a transportable practice and includes delivering financial planning and wealth strategies. The ideal candidate will have strong business development and relationship-building skills, along with FINRA Series 7 & 66 registrations. A competitive salary range of $48k to $100k, along with extensive benefits, is offered.#J-18808-Ljbffr
- Charles Schwab in California is seeking a Sr. Manager, Wealth Advisor to enhance client relationships through holistic financial planning and personalized investment guidance. This role requires strong leadership in managing client needs and delivering solutions that align...Senior
- ...matters most. Schwab Wealth Advisory is a fee‑based, non‑... ...Manager, Wealth Advisor, you’ll manage ongoing... ...holistic financial planning, and provide... ...focused on long‑term goals. This role is... ..., tax‑aware strategies, multi‑goal planning... ...Demonstrates a senior learning mindset...SeniorWork at office
$88.4k - $132.6k
...for a seasoned professional for the Wealth Relationship Management role based in Mountain View, California. This... ...requires strong analytical and financial skills, excellent communication abilities... ...of financial planning strategies. The candidate will identify client...Senior$165k - $175k
Position Summary The Principal Wealth Advisor serves as a key relationship manager, ensuring... ...personalized wealth planning strategies. This role involves onboarding new... ...customized wealth planning strategies based on clients’ financial goals, risk tolerance, and investment...Suggested- ...the first step into financial services. Now you... ...Golden Summit Wealth & Insurance Solutions... ...looking for financial advisors, insurance... ...understand each client’s goals, priorities, and... ..., retirement strategies, and broader financial... ...growing your client base and production...SuggestedWork at office
$48k - $100k
...About Merrill Wealth Management Merrill Wealth Management is... ...institutions. We specialize in goals‑based wealth management,... ...investment advice and guidance. Our financial advisors help clients pursue the... ...financial planning/wealth strategies including assessment of client...Shift workDay shift- Citigroup Inc. is seeking a Wealth Relationship Mgmt. (Branch) Sr. Analyst SAFE Act to deepen relationships with affluent and HNW clients, offering holistic financial solutions across banking, credit and investments. You will lead high-touch client engagements, coordinate...Senior
- Citi is seeking a Sr. Analyst in Wealth Relationship Management located in Los Gatos, California. In this role, you will leverage your... ...affluent clients. The position requires a solid background in financial services with excellent communication abilities. Candidates should...Senior
$135k - $250k
Position Title Senior Financial Advisor Salary Range $135,000 - $250,000 / Year... ...a growing, employee‑owned wealth management firm where relationships... ...wealth with their values, goals, and vision for the future.... ...to communicate financial strategies Provide coaching and...Senior- ...Golden Summit Wealth is growing, and we're looking for Financial Advisors who are ready to take the next step... ...business owners identify financial goals and create strategies around protection, retirement... ...Continue developing your client base through personal marketing, referrals...Full time
$118.5k
...effective, analytics-based strategies? We are seeking a money... ...opportunity to break into the financial services industry! Our... ...entry-level financial advisor candidate has a... ..., financial goals, retirement plans, and... ...additional factors related to wealth management Make strategic...Contract workWork at office$117.36k
...that is a leader in the financial services industry,... ...becoming a financial advisor with Eagle Strategies LLC, our investment advisory... ...division, to offer wealth‑management and... ...information about commission‑based income and benefits... ...their financial goals. As a mutual company,...Full timeContract work$61k - $119k
Education Becoming a financial advisor at Northwestern Mutual... ...clients achieve their goals through financial planning... ..., and development strategies you need to be successful... ...through a performance-based compensation structure... ...Northwestern Mutual Wealth Management Company® (NMWMC...Full timeContract workFor contractors- Senior Manager Corporate StrategyThis role has been designed... ...+ year horizon) business strategies at the corporate,... ...recommendations for senior management based on competitive market, financial, statistical, and... ...helping you reach any career goals you have — whether you...SeniorFull timeWork experience placementWork at officeLocal areaImmediate start2 days per week
$287.2k - $364.3k
...Meet the TeamThe Americas Sales Strategy & Transformation team serves... ...cross-functional empathy.As our Senior Director of Sales Strategy,... ...and long-term organizational goals, driving transformation across... ...management.Experience at a SaaS based organization with a deep understanding...SeniorFull timeTemporary workLocal areaFlexible hours$260.4k - $357.38k
...great outcomes. Job Summary Our Strategy and Business Operations is a... ...is seeking a Principal (Senior Director), GCS Strategy & Ops... ...accountability for all AI‑driven goals and drive program management and... ...the posted level, the starting base salary (for non‑sales roles) or...SeniorFull timeWork at office- ...for an accomplished Senior Estate Planning... ...tailored planning strategies for high-net-worth... ...carry out effective wealth transfer plans.Responsibilities... ...unique succession goals.• Establish and structure trust-based entities that align... ..., and other advisors to move matters forward...Senior
$180k - $275k
...Revenue Analytics, within Business Finance & Strategy, plays a central role in shaping and... ...ownership and scale their impact.This role is based in our Los Gatos, California office and... ...clearly to non-technical partners and senior leaders.Strong initiative and ability to...Hourly payFull timeWork experience placementWork at officeImmediate startFlexible hours$180.27k - $220.33k
...businesses we serve to make better and smarter financial decisions and enabling the communities we... ...expert capable of handling complex wealth and relationship management issues, providing... .... The E-Verify program is an Internet-based employment eligibility verification...Local area$28.85 - $33.65 per hour
...common purpose to help make financial lives better through... ...level of flexibility based on role-specific responsibilities... ...a Financial Solutions Advisor Stage I (FSA I), your... ..., and recommend strategies to help clients achieve their financial goals and life priorities.• Collaborate...Hourly payFull timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift$206k - $289k
...A leading tech company based in Sunnyvale, CA, is seeking a Senior Principal Analyst for Search, Trust, and Safety. This pivotal role involves developing strategies and policies to enhance user safety across various platforms, including Search and Gmail. The ideal candidate...SeniorFull time$90k - $120k
...ASL Financial, LLC is a boutique financial planning, tax... ...intellectually curious Associate Advisor who can step into a... ...of $90,000 - $120,000 based on experience and... ...Understand clients' financial goals and preferences Stay... ...in financial planning, wealth management, tax prep,...Remote workWork from home- ...About the job Financial Consultant (Remote)... ...and protect their wealth. With licenses across... ...personalized financial strategies that empower... ...understand their goals, offer tailored solutions... ...you their trusted advisor. Confident... ...build relationships based on trust and...Extra incomePart timeRemote work
- Applied Materials, located in Santa Clara, CA, is seeking an HR business partner to lead and shape HR strategies aligned with business goals. The role involves conducting organizational assessments, coaching executives, managing change, and leveraging analytics tools....Senior
$28.85 - $33.65 per hour
...Financial Solutions Advisor Stage IThe following laws or regulations restrict or prohibit... ...requirements for office-based attendance and which allows for... ...with confidence, and recommend strategies to help clients achieve their financial goals and life priorities....Hourly payWork at officeImmediate startMonday to FridayShift workDay shift- Palo Alto Networks in Santa Clara, CA seeks a Senior HR/People leader to partner with senior leaders, shaping workforce strategy, organizational design, and talent planning... ...functional teams. You will translate business goals into bold, data-backed people strategies, cultivate...Senior
- Palo Alto Networks, Inc. is seeking a Senior People Business Partner to serve as a strategic advisor to the NAM Sales leadership, shaping talent strategy, organizational design, and... ...transformation programs. This hybrid role is based in Santa Clara and requires partnering...Senior
- ...helping clients own their financial futures. In this... ...and reaching a common goal. You’ll also have the ability... ..., providing them with wealth management and financial... ...client communication strategy, and exceeding client expectations... ...in the future: ~ Base salary ~401(k) with...Full timeFlexible hours
- ...Unit (SBU) Head to define and execute the service product strategy. This role involves leading senior managers and ensuring alignment to business objectives... ...expertise and business judgment. This position is based in Santa Clara, California, and may require occasional...Senior
- ...Senior Vice President, Strategy and Transformation About the Company Prominent healthcare services provider Industry Hospital & Health... ...innovation, and driving the organization towards its strategic goals. A deep understanding of the healthcare services landscape...Senior
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