Financial advisor Jobs in Santa Clara, CA
Last updated: 10 hours 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: 30+ days ago
Financial Advisor – Lead, Grow, and Thrive.At Ameriprise, we offer an unparalleled opportunity for.Network and acquire high-net-worth clients.
Series 7, 63 / 65 (or 66), and state life / health insuranc...Show moreLast updated: 18 hours ago
Are you looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relati...Show moreLast updated: 30+ days ago
MassMutual Northern California Locations |.Pleasanton | Walnut Creek | Roseville | Fremont | San Jose | San Mateo.We're looking for both experienced financial professionals to join our team.Whe...Show moreLast updated: 30+ days ago
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, co...Show moreLast updated: 30+ days ago
We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook.
Our ideal candidate will be driven by th...Show moreLast updated: 30+ days ago
Patelco Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor Associate to join its growing team providing retirement and investment servic...Show moreLast updated: 10 hours ago
Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer.Determines client nee...Show moreLast updated: 30+ days ago
About Empirical Wealth Management.Empirical Wealth Management is a rapidly growing financial services firms, currently directing the financial lives and managing assets for hundreds of individuals ...Show moreLast updated: 2 days ago
This role at CU SoCal in Financial Services would allow you to join the.Wealth Management team as a Financial Advisor.Under this model Financial Advisors are NOT employees of LPL Financial.Financia...Show moreLast updated: 2 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
Priority Financial Group is seeking a high quality, driven, and energetic Financial Advisor to work with one of our top credit union partners.
The role of the Financial Advisor is to enhance member ...Show moreLast updated: 10 hours ago
Are you an experienced Financial Advisor seeking a unique opportunity to lead and grow your own office? Veraz Advisors is expanding into San Jose, and we're looking for a dynamic professional to sp...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: 10 hours ago
We are seeking an eager, strategic, and definitive financial advisor to fill an entry-level position that offers room for growth and a promising job outlook.
Our ideal candidate will be driven by th...Show moreLast updated: 10 hours ago
If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you.Financial advisors partner with clients to help them achieve their long-term finan...Show moreLast updated: 1 day 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
- Promoted
Financial Advisor
SteelPeak Wealthsunnyvale, CA, United StatesFull-time
- Promoted
- New!
Financial Advisor
H&H Talent SolutionsSan Jose, CA, United StatesFull-time
- Promoted
Financial Advisor
NIM Retirement Groupsan jose, CA, United States$90,000.00–$120,000.00 yearly
Full-time
- Promoted
Financial Advisor
MassMutual Northern CaliforniaSan Jose, CA, USFull-time
- Promoted
Associate Financial Advisor
Brio Financial Groupsanta clara, CA, United StatesFull-time
- Promoted
Associate Financial Advisor
New York Life Insurance Company - Santa Clara General OfficeSan Jose, CA, US$107,500.00 yearly
Full-time
- Promoted
- New!
Financial Advisor Associate
Atria Wealth SolutionsSan Jose, CA, United States$64,488.00 yearly
Full-time
Financial Advisor
BMOCA,HB San Jose,H$67,200.00–$124,800.00 yearly
Full-time
Financial Advisor
Empirical Wealth ManagementLos Gatos, California, United States, 95030$100,000.00–$250,000.00 yearly
Full-time
- Promoted
FINANCIAL ADVISOR, WEALTH MANAGEMENT
Credit Union of Southern CaliforniaCA, United States$78,000.00 yearly
Full-time
- Promoted
State Licensed Financial Advisor
VirtualVocationsSunnyvale, California, United StatesFull-time
- Promoted
- New!
Financial Advisor
Priority Financial GroupSanta Clara, CA, United StatesFull-time
- Promoted
Financial Advisor
Veraz AdvisorsSan Jose, CA, United StatesFull-time
- Promoted
- New!
Merrill Experienced Financial Advisor
Bank of AmericaSan Jose, CA, United States$48,000.00–$100,000.00 yearly
Full-time
- Promoted
- New!
Associate Financial Advisor
New York Life Insurance CompanySan Jose, CA, United StatesFull-time
- Promoted
FINANCIAL ADVISOR - CAREER CHANGE OPPORTUNITY
Edward JonesCA, United States$45,000.00–$100,000.00 yearly
Full-time
- Promoted
Financial Advisor
Innovations PSISanta Clara, CA, United States$115,000.00–$225,000.00 yearly
Full-time
Financial Advisor
SteelPeak Wealthsunnyvale, CA, United States30+ days ago
Job type
- Full-time
Job descriptionYou get to be part of a firm that values your growth and development We're one of the nation’s fastest-growing RIAs (according to Forbes) with a 26% CAGR over the past 10 years Competitive salary and bonuses Health, dental, and vision insurance 401(k) matching program Professional development opportunities
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 they do best – taking care of clients and growing assets. You would be our first hire in the Bay Area and help establish our presence there.
Key Responsibilities :
- Provide personalized financial advice and strategies to clients based on their financial goals and risk tolerance.
- Develop and maintain long-term relationships with clients, ensuring their financial needs are met and exceeded.
- Conduct regular reviews of clients' financial portfolios and provide recommendations for adjustments and improvements.
- Stay informed about market trends, investment products, and regulatory changes to offer up-to-date advice.
- Collaborate with other team members to deliver comprehensive financial planning services.
- Assist clients with retirement planning, estate planning, tax strategies, and insurance needs.
- Maintain accurate and detailed records of client interactions and financial plans.
Why Join SteelPeak?