Financial Advisor
National Black MBA Association
Bank of America in San Jose, CA seeks a Financial Solutions Advisor Stage I to begin by earning securities licenses and building foundational client advisory skills. You will train on SIE, Series 7 and Series 66 while learning to acquire, grow and manage client relationships, and you will work in a center setting with a path to advancement within Merrill and Bank of America. Upon licensing, you advance to helping clients with core banking and investment solutions, while receiving structured #J-18808-Ljbffr
$100k
...including planning for retirement, education, legacy, and other life goals through investment advice and guidance.Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their...SuggestedHourly payFull timeWork at officeDay shift$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...SuggestedFull timeContract workFor contractorsWork at office$118.5k
...strategies? We are seeking a money-minded individual who is 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 relationships and an interest in financial data,...SuggestedContract workWork at office- ...LPL Financial, partnering with TruStage at Keypoint Credit Union in Santa Clara, CA, seeks a Financial Advisor to serve an existing book and grow a new client base. This role emphasizes independent client solutions and community-based growth. You will work with a supportive...Suggested
- ...KeyPoint Credit Union partners with LPL Financial and TruStage to offer a complete menu of financial services to credit union clients.... ...CA would allow you to join KeyPoint Credit Union as a Financial Advisor working with LPL and TruStage. Under this model Financial Advisors...SuggestedLocal area
$25 - $31 per hour
...competitive salary, generous benefits, unlimited growth potential, and a collegiate work environment. Job Description As our Financial Aid Administrator (FAA), you will meet and communicate with current, prospective and alumni students to guide them through the...$25 - $31 per hour
...Financial Aid Advisor As our Financial Aid Administrator (FAA), you will meet and communicate with current, prospective and alumni students to guide them through the financial aid process. As an FAA, you will report directly to the Director of Financial Aid. You will...$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...Full timeContract work- ...KeyPoint Credit Union in San Jose and Santa Clara, CA seeks a Financial Advisor to work with LPL and TruStage. You will service an existing book, grow a client base, and deliver financial solutions without proprietary products. As an advisor with LPL, you will access technology...
- ...Corebridge Financial, Inc. is looking for passionate Financial Advisors in Santa Clara County to provide personalized financial planning to clients. The role allows for flexibility in scheduling and comes with a competitive benefits package, including health insurance...
- ...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...Work at office
$90k - $120k
...ASL Financial, LLC is a boutique financial planning, tax, and investment advisory practice serving individuals, families, business owners... ...experienced, highly ethical, intellectually curious Associate Advisor who can step into a trusted role and relieve the firm principal...Remote workWork from home- ...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...
$28.85 - $33.65 per hour
...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... ...learn, grow, and make an impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities...Hourly payFull timeWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- Northwestern Mutual is seeking financial advisors who want to start and own a practice, focusing on planning experience and wealth management. You’ll learn via award-winning training, obtain licenses, and build a client base while operating as an independent contractor...For contractors
- Bank of America is hiring a Financial Solutions Advisor Stage I to begin with obtaining securities licenses and to develop foundational advisory skills. You will learn to acquire, build and manage client relationships, guiding clients through financial solutions and creating...
$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- Bank of America is seeking a Financial Solutions Advisor Stage I to begin with Securities Industry licenses (SIE, Series 7 and 66) and develop foundational advisory skills. You’ll learn to build relationships, deliver solutions, and guide clients through financial needs...
- ...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
$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 week- ...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
$41.44 per hour
...Enrollment & Financial Aid Advisor (SHORT-TERM, TEMPORARY) To perform a variety of specialized technical duties related to admissions and records, and financial aid programs; to provide information to students, faculty, and staff regarding the evaluation and status of...Hourly payTemporary workWork at officeMonday to Friday- Bank of America in Cupertino is hiring a Financial Solutions Advisor Stage I to begin with licensing classes (SIE, Series 7 and 66) and grow into a client advisory role focused on financial planning and solutions. You will learn to acquire, build and manage client relationships...Work at office
- Northwestern Mutual offers College Financial Representative internships designed to guide students in building an integrated financial planning practice while leveraging the resources of a Fortune 500 company. The role emphasizes prospecting, strategy development, client...Full timeInternship
- Northwestern Mutual College Financial Representatives internship provides guidance, connection, and a framework for building an integrated financial planning practice from the ground up. You will build your confidence, professional network, and help people achieve financial...Full timeInternshipFlexible hours
- Northwestern Mutual invites college students to join its internship program as College Financial Representatives. The role mirrors the full-time financial representative path, offering coaching, strategy development, and client outreach opportunities. As an intern, you’...Full timeInternshipLocal areaFlexible hours
- 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
$28.85 - $33.65 per hour
...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... ...learn, grow, and make an impact. Join us! As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities...Hourly payWork at officeImmediate startMonday to FridayFlexible hoursRotating shiftDay shift- ...At-Work Financial Advisor LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at BMO Bank in San Jose, CA would allow you to join the Investment Program at BMO Bank as an At-Work Financial Advisor...Local area
- A leading financial services firm is seeking a Financial Professional to empower clients in achieving financial well-being. You will educate clients about financial strategies, providing support for business matters, insurance, and retirement planning. The role offers remote...Remote work
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