Financial Planner
Robert Half
Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Planner | Thriving RIA | Mountain View | Hybrid | Base + Bonus + Profit Sharing!They're dedicated to empowering clients, community, associates, and families to achieve wealthier lives through compassionate advisory services. Experience an incredible work culture with minimal turnover and a clear career path to becoming a Lead Advisor. Enjoy bonuses and a lucrative Profit Sharing program.Some Responsibilities:Partner with Lead Advisors: Attend meetings, gather data, create and present financial plans.Collect and analyze client financial information.Develop financial plans, investment policies, and portfolio reports.Implement and monitor plans, coordinating with external advisors.Prepare client communications and presentations.Maintain client and prospect databases.Assist with technology integration and document management.For fastest consideration, reach out to Michelle Espejo via email or LinkedIn.
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Financial Planner in Mountain View, CA vacancy
- ...Products and Services Consultation : Educate clients on our diverse financial products and services, demonstrating how these solutions can be... ...pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP®), Chartered Financial Consultant (ChFC) and Equitable...SuggestedWork experience placementLocal areaRemote workFlexible hours
Equitable Advisors LLC
San Jose, CA2 days ago $60k - $150k
...toManagement Program is designed for ambitious professionals who want to pursue a leadership career through firsthand experience as a financial professional*. You will begin by building your own practice, developing client relationships, and growing your business while...SuggestedFull timeContract workFor contractorsNew York Life
Palo Alto, CA4 days ago$90k - $125k
...Financial Planner San Jose, California, United States Our client is a comprehensive financial planning firm committed to helping clients improve their long-term financial success. They are seeking a Financial Planner to join their team. This position will support...SuggestedFinancial Planner Recruiting, LLC
San Jose, CA4 days ago$250k
...clients’ businesses and sources of wealth generation.* Anticipate events in a client’s life and business, which have significant financial implications.* Bring together the appropriate product experts to develop long-term solutions that strengthen client relationships...SuggestedFull time$235k - $390k
DLA Piper is, at its core, bold, exceptional, collaborative and supportive. Our people are the backbone, heart and soul of our firm. Wherever you are in your professional journey, DLA Piper is a place you can engage in meaningful work and grow your career. Let’s see what...SuggestedFull timeWork at officeRelocationRelocation packageDLA Piper
Palo Alto, CA4 days ago$83k - $133k
Company DescriptionLinkedIn is the world's largest professional network, built to create economic opportunity for every member of the global workforce. Our products help people make powerful connections, discover exciting opportunities, build necessary skills, and gain ...For contractorsWork at officeFlexible hoursLinkedin
Mountain View, CA18 hours ago$107k - $172k
...Qualifications 1+ years of experience in the technology industry. Suggested Skills Communication Cross-Team Collaboration Data Analysis Financial Acumen Problem Solving Stakeholder Management Strategic Thinking LinkedIn is committed to fair and equitable compensation...For contractorsWork at officeFlexible hoursLinkedin
Sunnyvale, CA3 days ago$115k - $184k
...challenges.As a Corporate FP&A Senior Analyst, a high-impact individual contributor role, you will directly support Aurora's company-wide financial planning and reporting processes — partnering with functional executive leaders across the organization to build budgets, manage...Work at officeLocal areaFlexible hours3 days per weekAurora Innovation
Mountain View, CA5 days ago$132.05k - $145.95k
...at Point is to make homeownership more valuable and accessible. Your work directly helps homeowners access their wealth, achieve financial flexibility, and realize life changing goals. ✨ Funding: With over $175M raised from top investors like Andreessen Horowitz, WestCap...Temporary workWork experience placementWork at officeLocal areaRemote workHome officeFlexible hours2 days per week3 days per week1 day per week$135k - $250k
...Senior Financial AdvisorMountain View, California • OnsiteIndustry: Financial ServicesJob Category: Wealth ManagementJob Type: Direct HireSalary: $135,000 - $250,000 / AnnuallyJob DescriptionPosition Title: Senior Financial AdvisorSalary Range: $135,000 – $250,000 base...Boutique Recruiting
Mountain View, CA9 hours ago- Job Title This Job is No Longer Available Employer is willing to sponsor qualified candidates for a non-immigrant work visa. Preferred Skills Everforth CyberCoders is an Equal Employment Opportunity Employer. All qualified applicants will receive consideration...Local areaWork visa
Wealth Architects, LLC
Mountain View, CA3 days ago $165k - $175k
...communicate customized wealth planning strategies based on clients' financial goals, risk tolerance, and investment preferences. Serve as... ...Skills and Competencies: Proficiency in all Wealth Planner functions, plus: Proven leader, decision-maker, and subject...Local areaFlexible hoursCerity Partners
Los Altos, CA4 days ago- ...Our client, a leading provider of medical aesthetic skin, face and body treatments, is seeking an FP&A Analyst to lead financial planning, analysis and business performance initiatives. This person will be tasked with developing budgets and forecasts, analyzing financial...
Charles Aris
Palo Alto, CA1 day ago $207k - $300k
...practical experience.Experience measuring the performance of Large Language Models (LLMs) or generative AI tools and optimizing them for financial use cases.Preferred qualifications:Demonstrated dual expertise bridging both fields, such as transitioning from a direct financial...Google
Mountain View, CA3 days ago- About Vimo:Vimo is a national leader in state-based health insurance exchanges and safety-net transformations. We partner with state agencies across the country to expand access to affordable health coverage and modernize the delivery of essential human services, including...
GetInsured
Mountain View, CA5 days ago $100k - $140k
...involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Primary Responsibilities Develop, revise, and present financial plans through planning software Ability...Work at officeLocal areaRemote work2 days per weekLE0123 Focus Partners Wealth LLC
Palo Alto, CA4 days ago$100k - $140k
...involves partnering closely with Wealth Advisors to maintain and enhance client relationships through active participation in the financial planning process. Responsibilities include creating and implementing strategies in retirement, risk management, tax, estate, and investment...Full timeWork at officeLocal areaRemote work2 days per weekFocus Partners Wealth
Palo Alto, CA4 days ago- ...native companies greater freedom to pursue the AI they are here to create. What you'll do The FP&A Analyst reports to the VP, Financial Planning & Analysis and supports the Finance team in budgeting, forecasting, and financial analysis across the organization. This...Work at officeRemote work
Crux
Palo Alto, CA4 days ago $50.1k - $82.8k
...Delivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with BMO...Part timeLocal areaImmediate startDay shiftBmo
Saratoga, CA5 days ago- ...applying for any new position. Acknowledge ( Job Description: 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,...Work at officeShift workWeekend workDay shift
Bank of America
Los Gatos, CA2 days ago - ...Relationship Banker The Relationship Banker assists members with a full range of financial products and services in a retail branch setting, including banking transactions, product education, and relationship-based sales. The role balances exceptional service delivery...Full timeWork at officeLocal areaRemote workFlexible hoursNight shiftWeekend workAfternoon shiftEarly shift
Technology Credit Union
San Jose, CA5 days ago - ...environment that leads to fulfilling and rewarding careers at Stanford University.The Associate Director of Finance serves as the senior financial leader for three clinical Divisions within the Department of Pediatrics, Stanford University School of Medicine. Reporting to the...Part timeWork at office2 days per week
Stanford University
Stanford, CA4 days ago - Company DescriptionSonSoft Inc. is a USA based corporation duly organized under the laws of the Commonwealth of Georgia. SonSoft Inc is growing at a steady pace specializing in the fields of Software Development, Software Consultancy, and Information Technology Enabled ...Permanent employmentFull timeH1b
Sonsoft
Sunnyvale, CA2 days ago $225k - $365k
Debt Finance Associate Attorney Locations: Boston, Chicago, Denver, Washington, DC, Santa Monica, Downtown Los Angeles, New York, Palo Alto, Reston, San Diego, San Francisco Position: Associate - Debt Finance Compensation Range: $225,000-$365,000+ (location...Temporary workDirect Counsel
Palo Alto, CA2 days ago- ...seeking a Commercial Banker in California's San Jose area to grow and manage relationships with business owners, helping them meet financial goals. You will build an active prospect list, plan outreach, and coordinate with bank partners to offer a full range of lending...
First Citizens
San Jose, CA4 days ago $25 - $26.77 per hour
...Bank Of America Job OpportunityAt 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, teammates, communities and shareholders...Hourly payWork at officeWeekend workDay shiftBank of America
Los Gatos, CA3 days ago$25 - $26.77 per hour
...Job Description: 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, teammates, communities and shareholders every day...Hourly payWork at officeFlexible hoursShift workWeekend workDay shiftBank of America
Milpitas, CA1 day ago- Citigroup in Santa Clara, CA is seeking an entry-level Personal Banker to assist in sales, product and service activities with the customer service team. The role focuses on building customer loyalty and increasing sales to individual consumer clients. Responsibilities...
Citigroup Inc
Santa Clara, CA4 days ago $310k
...opportunity to participate in cross-border and off-balance sheet structuring. Key Responsibilities Represent banks, funds, and financial institutions in structured finance transactions, with a focus on trade receivables securitizations. Handle transactions...Work at officeDirect Counsel
Palo Alto, CA1 day ago- Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing.Fund Accountant | Venture Capital Firm | Palo Alto; Hybrid | Base + Bonus + Equity Join a fast-growing VC firm. With strong growth and increasing AUM, this ...
Robert Half
Palo Alto, CA4 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Planner. Be the first to apply!
Related searches
- associate corporate finance Mountain View, CA
- estate planning consultant Mountain View, CA
- financial counselor Mountain View, CA
- financial advisor associate Mountain View, CA
- financial planning assistant Mountain View, CA
- financial advisor Mountain View, CA
- financial planner Mountain View, CA
- jde finance consultant Mountain View, CA
- finance associate Mountain View, CA
- financial planning associate Mountain View, CA