Financial advisor Jobs in Fremont, CA
Last updated: 18 hours ago
Interested candidates should be Bay Area locals with a passion for personalized wealth management.Manage client portfolios, overseeing assets ranging from $1-3M+.
Provide tailored financial advice c...Show moreLast updated: 22 days ago
At SteelPeak Wealth, we operate with a growth mindset.We are seeking Bay Area-based advisors who are ready to join an RIA that surrounds them with resources and talent so they can focus on what the...Show moreLast updated: 3 days ago
Make an impact providing holistic purpose-based financial advice to clients, helping them achieve their goals.You'll enjoy the satisfaction of making a difference in the lives of the people you ser...Show moreLast updated: 18 hours ago
Have you ever considered getting state-licensed in life insurance and or investment accounts? If so, you can recruit and build your team.
This is the perfect opportunity to get your foot in the door...Show moreLast updated: 30+ days ago
The Controller is responsible for overseeing the organization s financial and accounting operations ensuring compliance with applicable regulations and maintaining strong financial controls.This ...Show moreLast updated: 2 days ago
We are driven by our mission to help our clients secure their financial well-being providing them confidence to pursue long and fulfilling lives.
We have a passion to make a positive impact on the f...Show moreLast updated: 4 days ago
A company is looking for a Financial Professional- Advisor Assist.Key ResponsibilitiesProactively contact clients via phone, email, and chat to establish relationshipsProvide a single point of cont...Show moreLast updated: 1 day ago
Talent Focus is proud to collaborate with a renowned international wealth management institution to recruit an exceptional.
High Net-worth Private Client practice in the vibrant city of San Francisc...Show moreLast updated: 1 day ago
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Womble Bond Dickinson (US) LLP, an Am Law 100 law firm with more than 850 US lawyers, is seeking a Financial Analyst.The successful candidate will have a strong analytical background and ability to...Show moreLast updated: 16 days ago
Job Title : Healthcare Financial Counselor.The Financial Coordinator's primary responsibility is to assist in tracking and documenting admission authorizations for transplant patients being admitted...Show moreLast updated: 1 day ago
Merrill Experienced Financial Advisor.Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles, California; New York, New York.
Frisco, Texas; New York, New York; Farmington Hills, Michigan; Leawood,...Show moreLast updated: 1 day ago
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, busi...Show moreLast updated: 30+ days ago
Your career path should lead to real opportunity.LPL Financial partners with banks to offer a complete menu of financial services to bank clients.
This employment opportunity at Fremont Bank in Frem...Show moreLast updated: 30+ days ago
Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their families.
We are professional fiduciaries with an entrepreneurial spirit.F...Show moreLast updated: 5 days ago
- Promoted
Financial Advisor
Innovations PSIHayward, CA, United States$115,000.00–$225,000.00 yearly
Full-time
- Promoted
Financial Advisor
SteelPeak WealthHayward, CA, United StatesFull-time
- Promoted
- New!
Financial Advisor - Pleasanton and Surrounding Area
Thrivent FinancialPleasanton, CA, United StatesFull-time
Financial Advisor / Insurance Agent
Primerica Financial Services - Lake ElsinoreCon Lake, CA, US$2,000.00 monthly
Quick Apply
- Promoted
Financial Controller
Abidi Group LLCCalifornia, CA, United StatesFull-time
- Promoted
Financial Professional
Equitable AdvisorsHayward, CA, United States$135,000.00 yearly
Full-time
- Promoted
State Licensed Financial Advisor
VirtualVocationsFremont, California, United StatesFull-time
- Promoted
High Net-worth Financial Advisor (San Francisco)
Talent Focus Executive Search and ConsultingHayward, CA, United StatesFull-time
Financial Services Advisor
San Mateo Credit UnionEast Palo Alto, CA Do you possess a broad knowledge of financial products and services?.Would you like to work at a collaborative organization that thrives on providing outstanding member service both internally and ...Show moreLast updated: 30+ days ago
Financial Advisor - Gamma Eta (California State - Long Beach)
Gamma Phi BetaCalifornia Application Deadline : June 1, 2024.A financial advisor promotes chapter financial wellness by ensuring executive council officers understand and maintain sound financial management practices and as...Show moreLast updated: 30+ days ago
- Promoted
Financial Analyst
Womble Bond Dickinson (US) LLPPalo Alto, CA, United States$72,500.00–$130,000.00 yearly
Full-time
- Promoted
Financial Counselor
Aston CarterPalo Alto, CA, United States$30.00–$37.50 hourly
Full-time
- Promoted
Merrill Experienced Financial Advisor
Bank of AmericaPalo Alto, CA, United States$48,000.00–$100,000.00 yearly
Full-time
Financial Advisor - PNC Investments
PNC Investments LLCFremont , CAFull-time
Financial Advisor - Fremont Bank
LPL FinancialFremont, CAFull-time
- Promoted
Financial Advisor San Francisco Bay Area (Associate Level)
Lenox Advisorsfremont, CA, United StatesFull-time
Financial Advisor
Innovations PSIHayward, CA, United States22 days ago
Salary
$115,000.00–$225,000.00 yearly
Job type
- Full-time
Job descriptionMUST HAVE CFP certification and 3-7 years of client-facing advisory experience. Deep knowledge of Bay Area firm benefits, equity compensation, and other relevant financial areas. Proven track record of longevity in previous roles (no short-term movements). Strong communication and relationship-building skills with high-net-worth clients. Ability to lead client meetings, develop comprehensive financial plans, and collaborate with internal teams.
Our client is looking for Financial Advisors to manage existing client relationships and foster growth through comprehensive financial planning. Interested candidates should be Bay Area locals with a passion for personalized wealth management.
Responsibilities :
- Manage client portfolios, overseeing assets ranging from $1-3M+.
- Provide tailored financial advice covering equity compensation, tax, real estate, estate planning, insurance, and more.
- Collaborate with the Business Development team—no need to bring a book of business.
- Engage in new strategies and global partnerships for clients with substantial assets.
Qualifications :
Salary : $115,000 - $225,000, DOE
Please submit your resume for additional details and a full job description.