Investment Advisor: salario promedio en Santa Clara, CA in 2024

We are an independent registered investment advisor (RIA) firm in the San Francisco Bay Area. The role involves providing comprehensive financial planning and investment advisory services to clients. The Financial Advisor will be responsible for developing personalized investment strategies and prov...

Grassi Investment Management a leading top wealth management firm in the Silicon Valley with over 1B in AUM is looking for a Financial Consultant with strong marketing and sales experience. In this position, the Financial Consultant would work with high-net-worth individuals and families, developing...

Focus Advisors is the leading M&A advisory firm specializing in the collision industry. This is a full-time Senior Investment Banker role at Focus Advisors. As a Senior Investment Banker, you will be responsible for both client acquisition and transaction execution. ...

Serve as primary contact and advisor for our prospects throughout the sales cycles ● Partner with investors to connect their stated and below the surface goals for real estate investing to HomeRoom’s product ● Become a trusted real estate advisor ● Achieve and exceed quarterly assigned sale...

Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with c...

Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with c...

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clien...

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clien...

Salaries may vary within the range based on geographic location, market data and on individual skills, experience, and education.Role is incentive eligible with the payment based upon company, business and/or individual performance.PNC offers employees a comprehensive range of benefits to help meet ...

Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with c...

Ready to accelerate your career while helping our customers move forward? As a Customer Service Representative Fueler/Washer at Penske, you'll do exactly that. Why join Penske as a Customer Service Representative, you ask? It's simple. Excellent customer service and communication skills. You will be...

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We are looking for an SAP Project Manager with extensive experience in managing mid to large sized SAP projects. Lead SAP projects, prioritize work and coordinate multiple projects in parallel. The candidate will be responsible to manage mid to large sized FICA / RAR projects. The responsibilities w...

As an Engineering Project Manager (EPM) supporting the Watch Product Design (PD) organization, you will join a team of PD EPMs that is responsible for technical project management and assisting engineering development with one of our Watch PD teams. Drive to closure by bringing together key stakehol...

Within this Group, the Investment Risk team is tasked with evaluating risks in individual investments and across the fund portfolios. Evaluate and assess risks of proposed investments via a review of the investment thesis, business, and financial model (including assumptions utilized). About SoftBan...

Our is client is a dynamic start up investment vehicle based in Orange County, California. Operating within the sustainable Investments space, they are strategically focused on providing a range of capital solutions in helping companies to grow and to build projects that focus on energy, power, wate...

The Project Manager provides overall decision making and project management support for the field, upper management, and customer to ensure job profitability on multiple projects of varying scope and size. Direct, train, and mentor a Project Engineer or Assistant Project Manager, as applicable. Succ...

YOUR NEXT OPPORTUNITY:Join our team as a Senior Project Manager - Low Voltage/Telecom where you will be responsible for the overall direction, completion, and financial outcome for several small to medium projects or one very large project. You will lead and manage a team of project managers, and as...

Equitable Advisors, LLC, (NY, NY 212-314-4600) member FINRA, SIPC (Equitable Financial Advisors in MI & TN) // Equitable Network, LLC // Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc. We have a passion to...

Want to work in a fun and friendly office with a supportive, collaborative team? Are you someone who always puts clients’ interests first, believes in fiduciary standards, has a hunger to learn, contributes and drives results, and has a fun, competitive spirit? Then you might be the perfect compleme...

Administrative Assistant (Expense Support). General administrative assistant duties may also include:. The position will work closely with other members of the global administrative team and the Human Capital Team. ...

Cadenza seeks an Investment Analyst for our Venture Capital Investment team. Investment Analyst Responsibilities. Prepare investment committee presentations for various investment opportunities. The Cadenza investment team values driven and intelligent individuals who work well in a team environment...

The Senior Investment Associate will support the Client Chief Investment Officers (CIOs) on the management of individual client portfolios. The Senior Investment Associate’s primary objective is to maximize long-term client portfolio investment performance, subject to applicable portfolio constraint...

We're seeking a detail-oriented Administrative Assistant to join our team. Proven experience as an administrative assistant or in a similar role. This role involves providing administrative support to ensure efficient office operations. Handle general administrative duties as assigned. ...

We are partnered with a newly launched and rapidly growing energy transition investor on a search for an Investment Associate to join their team in San Francisco. This is a key hire for the investment team and this role comes with excellent advancement trajectory and the opportunity to play a part i...