Financial Advisor
TradeJobsWorkforce95112 San Jose, CA, USFull-time
Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial s... Show more
Financial advisor Jobs in Santa Clara, CA
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Financial advisor • santa clara ca
Last updated: 1 day ago
Financial Analyst
Antora EnergySan Jose, CA, United StatesFull-time
Interested in building your career at Antora Energy? Get future opportunities sent straight to your email. Show more
CFO Advisor
Joseph Michaels InternationalSan Jose, CA, USFull-time +1
Quick Apply
We are a fast-growing Silicon Valley startup revolutionizing the robotics and software industry.We're on a hyper-growth trajectory with ambitious plans to scale globally and prepare for an eventual... Show more
Financial Advisor
Northwestern MutualCampbell, CA, United States$61,000.00 yearly
Full-time
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 go... Show more
Financial Advisor
Golden Summit Wealth & Insurance Solutions a MassMutual FirmSan Jose, CA, USFull-time
You've got your foot in the door.Now it's time to build something real.Golden Summit Wealth is hiring a licensed financial professional who is early in their career and ready for more growth, more ... Show more
Financial Analyst
ColorwaveMountain View, CA, United States$143,100.00 yearly
Full-time
Databricks is looking for a Financial Analyst to join the Sales Finance team in the FP&A organization.You will report to the Senior Manager, Finance.The Sales Finance team's primary goal is to help... Show more
Financial Analyst
NetAppSan Jose, CA, United States$100,300.00 yearly
Full-time
At NetApp, we believe in empowering our people to thrive both personally and professionally.We are committed to fostering an inclusive environment where everyone feels a sense of belonging, can emb... Show more
Senior Financial Analyst/Financial Business Manager
Software Technology, Inc.Santa Clara, CA, United StatesFull-time
Finance Business Manager, Prisma Cloud - R&D.We are looking for a Finance Business Manager to join our Prisma Cloud Finance team.The ideal candidate is a self-starter with exceptional analytical sk... Show more
Financial Solutions Advisor- Cupertino Financial Center
Bank of AmericaCupertino, CA, United States$70,000.00 yearly
Full-time
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.At Bank of America... Show more
Financial Analyst
Compass GroupMountain View, CA, United States$110,000.00 yearly
Full-time +1
We are hiring immediately for a Financial Analyst position.The Finance Team exists to support the Food program regionally and to champion best financial practices as it relates to analysis, budget,... Show more
At?Work Financial Advisor - BMO Bank
LPL FinancialSan Jose, CA, United States$100,000.00 yearly
Full-time
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 Progr... Show more
Entry-Level Financial Planning Advisor (Remote)
Traction Forge FinancialSan Jose, California, United StatesRemote
Full-time +1
At Traction Forge Financial, leveraging the strength of GFI, our mission is centered around helping individuals and families build stronger financial futures through education, guidance, and person... Show more
Financial Advisor - Greater San Francisco Bay Area
Thrivent Financial for LutheransSan Jose, CA, United StatesFull-time
Make an impact providing expert financial advice with heart.Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing.Here, you'll make... Show more
Financial Analyst
PremierOne Credit UnionSan Jose, CA, USA$35.00 hourly
Full-time
Quick Apply
Join one of California's most innovative, fastest-growing credit unions.We are proud to be named a Top Workplace for five consecutive years!.At PremierOne Credit Union, we strive to carry out our m... Show more
Financial Analyst
VIAVISan Jose, CA, United StatesFull-time
VIAVI (NASDAQ: VIAV) is a global provider of network test, monitoring and assurance solutions for telecommunications, cloud, enterprises, first responders, military, aerospace, and railway.VIAVI is... Show more
TikTok Ads Financial Crime Compliance Advisor - Global Payment
TikTokSan Jose, CA, United States$121,600.00 yearly
Full-time
TikTok Ads Financial Crime Compliance Advisor - Global Payment.About the Team: We are seeking an experienced FCC Advisory professional to join the Global Payments Financial Crimes Compliance (FCC) ... Show more
Financial Analyst
Cynet SystemsSanta Clara, CA, United States$70.00 hourly
Full-time
Bachelors or Masters degree, preferably in Finance.Strong analytical and problem-solving skills, with the ability to structure ambiguous data.Advanced Microsoft Excel (modeling, data manipulation, ... Show more
Financial Analyst
Pride GlobalMountain View, CA, United StatesFull-time
Our client, a global fintech company, is seeking a Financial Analyst.Job Title: Financial Analyst Location: Mountain View, CA Duration: 6+ Months Pay Range: $52 - $62 /hour on w2 Job Description Sa... Show more
- general dentist (from $ 182,063 to $ 250,000 year)
- engineering director (from $ 164,115 to $ 238,917 year)
- product director (from $ 170,327 to $ 237,736 year)
- director of engineering (from $ 153,327 to $ 236,900 year)
- planning engineer (from $ 123,773 to $ 236,343 year)
- technical director (from $ 131,250 to $ 235,000 year)
- software architect (from $ 167,558 to $ 231,450 year)
- product management (from $ 145,000 to $ 230,849 year)
- software engineering manager (from $ 175,500 to $ 229,381 year)
- audio engineering (from $ 175,500 to $ 228,100 year)
- Boston, MA (from $ 81,000 to $ 200,000 year)
- Chicago, IL (from $ 70,000 to $ 183,956 year)
- Atlanta, GA (from $ 67,500 to $ 175,000 year)
- Tampa, FL (from $ 65,000 to $ 175,000 year)
- Philadelphia, PA (from $ 67,500 to $ 160,800 year)
- Columbus, OH (from $ 58,050 to $ 159,000 year)
- San Diego, CA (from $ 64,480 to $ 155,000 year)
- Birmingham, AL (from $ 79,625 to $ 152,500 year)
- San Francisco, CA (from $ 65,000 to $ 152,500 year)
- San Jose, CA (from $ 63,646 to $ 152,500 year)
The average salary range is between $ 57,311 and $ 133,538 year , with the average salary hovering around $ 79,743 year .
Financial Advisor
TradeJobsWorkforce95112 San Jose, CA, US30+ days ago
Job type
- Full-time
Job description
Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business.Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking.Based on individualized needs analysis, prepares recommendations for customized financial solutions to current and potential customers.Profiles customers and deliver recommendations to ensure these needs are met.Uses sales tools and modules to conduct the analysis and offer the best advice and products and customer understanding of solutions.Delivers a diversified set of brokerage, investment and insurance and advice-based solutions with a financial planning mindset to meet the individualized investment needs of current and potential customers.Increases assets under management by offering investment and insurance solutions to clients and leveraging partnerships in Retail, Business Banking and Wealth to increase referrals.Provides financial planning services by advising the customer on the advantages and disadvantages of different product decisions in alignment with their individual needs.Meets or exceeds established sales goals for assigned market, while meeting individual client needs and complying with pertinent policies and regulations.Maintains and builds referral channel and develop strong partnerships to ensure investment needs of current and potential customers in assigned Market and/or branches are met or exceeded.Regularly reviews customer information to ensure compliance with BSA (Bank Secrecy Act), AML (Anti-Money Laundering), and KYC (Know Your Customer) requirements to protect bank interests.Understands and adheres to the company's risk and regulatory standards, policies, and controls. Maintains internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.Completes other related duties as assigned.