Talent.com
Senior Financial Advisor - Client-First Wealth Growth
Senior Financial Advisor - Client-First Wealth GrowthEdelman Financial Engines • Danville, CA, US
No longer accepting applications
Senior Financial Advisor - Client-First Wealth Growth

Senior Financial Advisor - Client-First Wealth Growth

Edelman Financial Engines • Danville, CA, US
7 days ago
Job type
  • Full-time
Job description

A financial advisory firm is seeking a Senior Financial Advisor to provide objective financial advice and asset management. This role focuses on serving client's best interests without the need for marketing. Ideal candidates will have a strong client-facing background and an active Series 65 license. Compensation ranges from $125,000 to $350,000, with bonus potential linked to performance and client growth.

J-18808-Ljbffr

Create a job alert for this search

Senior Wealth Advisor • Danville, CA, US

Related jobs
J.P. Morgan Wealth Management Private Client Advisor San Jose, CA (Oakland Rd and Brokaw Rd)

J.P. Morgan Wealth Management Private Client Advisor San Jose, CA (Oakland Rd and Brokaw Rd)

JPMorganChase • San Jose, California, USA
Full-time
Morgan Chase we have an enthusiasm for helping our clients taking care of our employees building relationships and delivering extraordinary customer service while maintaining a strong commitment to...Show more
Last updated: 23 days ago • Promoted
Financial Advisor

Financial Advisor

Edward Jones • Castro Valley, CA, United States
Full-time
This job posting is anticipated to remain open for 30 days, from 07-Nov-2025.The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career ...Show more
Last updated: 30+ days ago • Promoted
UHNW Private Banking Advisor | Wealth Growth Leader

UHNW Private Banking Advisor | Wealth Growth Leader

Citigroup Inc. • Palo Alto, CA, United States
Full-time
A major financial services corporation is seeking an experienced Private Banker in Palo Alto, California.The role requires over 15 years of experience in Private Banking, particularly with ultra-hi...Show more
Last updated: 6 days ago • Promoted
Finacial Advisor

Finacial Advisor

TradeJobsWorkForce • 95132 San Jose, CA, US
Full-time
Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.Answering clien...Show more
Last updated: 30+ days ago • Promoted
Senior Wealth Advisor

Senior Wealth Advisor

Columbia Bank (WA, OR & ID) • San Jose, CA, United States
Full-time
At Columbia, we create a great place to work by offering a unique brand of relationship banking and fostering a culture where associates thrive. We are dedicated to supporting our customers and comm...Show more
Last updated: 18 days ago • Promoted
Senior Associate

Senior Associate

Colliers • Walnut Creek, CA, US
Full-time
Make Your Next Move An Expert One.At Colliers, it's not our success that sets us apart, it's how we achieve it.Our people are passionate, take ownership and always do what's right for our clients, ...Show more
Last updated: 30+ days ago • Promoted
Senior Wealth Advisor

Senior Wealth Advisor

Mariner • San Jose, CA, United States
Full-time
Be among the first 25 applicants.Get AI-powered advice on this job and more exclusive features.The senior wealth advisor position at Mariner will lead a wealth management team to create comprehensi...Show more
Last updated: 30+ days ago • Promoted
Wealth Advisor - Mechanics Bank

Wealth Advisor - Mechanics Bank

LPL Financial • Walnut Creek, CA, US
Full-time
LPL Financial collaborates with banks to provide a comprehensive suite of financial services tailored to their clients' needs. This exciting opportunity at Mechanics Bank invites you to join our emp...Show more
Last updated: 30+ days ago • Promoted
Strategic Growth Director — M&A & Partnerships

Strategic Growth Director — M&A & Partnerships

Kinsley Power Systems • Fremont, CA, United States
Full-time
A dynamic tech company in California is searching for a Corporate Development professional to drive strategic growth initiatives. You will work closely with leadership to develop corporate strategy,...Show more
Last updated: 2 days ago • Promoted
Deals - Capital Markets Accounting Advisory Services - Senior Associate

Deals - Capital Markets Accounting Advisory Services - Senior Associate

PwC • Palo Alto, CA, United States
Full-time
Deals - Capital Markets Accounting Advisory Services - Senior Associate.At PwC, our people in deals focus on providing strategic advice and support to clients in areas such as mergers and acquisiti...Show more
Last updated: 5 days ago • Promoted
Workplace Financial Advisor

Workplace Financial Advisor

Fidelity Investments • Benicia, CA, United States
Full-time
This role requires you to live in the San Jose, CA area, as you will be on the local client campus 4-5 days a week.As a Workplace Financial Advisor, you will collaborate directly with plan sponsor ...Show more
Last updated: 3 days ago • Promoted
Senior Client Manager

Senior Client Manager

Marsh McLennan • Walnut Creek, California, USA
Full-time
The applicable base salary range for this role is $63100 to $117500.The base pay offered will be determined on factors such as experience skills training location certifications education and any a...Show more
Last updated: 2 days ago • Promoted
Senior Financial Advisor — Experienced & Ready for Change

Senior Financial Advisor — Experienced & Ready for Change

MassMutual Northern California • San Jose, CA, United States
Full-time
Senior Financial Advisor — Experienced & Ready for Change.Location : Pleasanton | Walnut Creek | San Jose | San Mateo | Roseville (Hybrid). Now you’re ready for more opportunity, more support, and a ...Show more
Last updated: 10 days ago • Promoted
Wealth Management Advisor for Affluent Clients

Wealth Management Advisor for Affluent Clients

TIAA • Palo Alto, CA, United States
Full-time
A leading financial services company in California is seeking a Wealth Management Advisor to deepen client relationships and deliver tailored financial solutions. The ideal candidate will have over ...Show more
Last updated: 2 days ago • Promoted
Client Service Associate

Client Service Associate

Edelman Financial Engines • Danville, CA, US
Full-time
At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.We believe that every dollar saved represents a lifetime of hard work and aspiration...Show more
Last updated: 30+ days ago • Promoted
Financial Advisor

Financial Advisor

TradeJobsWorkforce • 95131 San Jose, CA, US
Full-time
Financial Advisor Job Duties : Serves as an advisor to provide an advice-based approach to financial s...Show more
Last updated: 30+ days ago • Promoted
Wealth Management Advisor — Hybrid Role, Grow Client Relationships

Wealth Management Advisor — Hybrid Role, Grow Client Relationships

Nuveen • Palo Alto, CA, United States
Full-time
A leading financial services firm in Palo Alto, CA is seeking a Wealth Management Advisor to partner with affluent clients. This role entails identifying financial goals and developing tailored reco...Show more
Last updated: 1 day ago • Promoted
Family Service Advisor

Family Service Advisor

Northstar Memorial Group • Hayward, California, USA
Full-time
NorthStar Memorial Group is seeking a dynamic Salesperson at Chapel of the Chimes in Hayward.Our sales teams redefine the way families honor their loved ones. We dont just sell; we guide inspire and...Show more
Last updated: 22 days ago • Promoted