Financial advisor Jobs in Sunnyvale, CA
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Financial advisor • sunnyvale ca
Last updated: 1 hour ago
Gather financial planning data and assist in plan production for acquired clients.Conduct client meetings (reviews and deliverables) with all clients to generate NB implementation per client servic...Show moreLast updated: 30+ days ago
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 moreLast updated: 30+ days ago
Sunnyvale, CA opening) Work on financial strategy, budget & planning process.Conduct strategic industry research, financial modeling.
prepare investment, revenue & cost analyses etc.Send CV referen...Show moreLast updated: 9 days ago
Do you have great listening skills and a knack for developing effective, analytics-based strategies? We are seeking a money-minded individual who is looking for an opportunity to break into the fin...Show moreLast updated: 6 days ago
KLA is a global leader in diversified electronics for the semiconductor manufacturing ecosystem.Virtually every electronic device in the world is produced using our technologies.No laptop, smartpho...Show moreLast updated: 30+ days ago
My name is Ana, and I am a Recruiter with.We are a national staffing firm and are currently seeking a.Details for the position are as follows : .
Contract role of 3 months, possible extensions.Will wo...Show moreLast updated: 30+ days ago
Shift : Exact Schedule - M-F 8am-5pm.In this role you will be a key member of the Chromatography and Mass Spectrometry Finance team.
The position reports to the Sr.You'll use your outstanding analysi...Show moreLast updated: 30+ days ago
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning.On your path to becomi...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.Wheth...Show moreLast updated: 30+ days ago
This job posting is anticipated to remain open for 30 days, from 25-Jun-2025.The posting may close early due to the volume of applicants.
If you find yourself at a professional crossroads, a career ...Show moreLast updated: 10 days ago
Be among the first 25 applicants.Get AI-powered advice on this job and more exclusive features.The Director of Finance plays a pivotal role in overseeing the foundation's financial operations, ensu...Show moreLast updated: 7 days ago
About Commonwealth Fusion Systems : .Commonwealth Fusion Systems is on a mission to deliver the urgent transition to fusion energy.
Combining decades of research, top talent and new technologies, we'r...Show moreLast updated: 22 days ago
University of Silicon Valley - San Jose, CA.Assist students and parents through the full financial aid cycle.Award financial aid according to government and institutional regulations.Provide timely...Show moreLast updated: 1 day 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: 26 days ago
If you have at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team like environment, and a drive to achieve more for you and your clien...Show moreLast updated: 30+ days ago
Proficient in Microsoft Office Suite - Excel / PowerPoint.Detailed-oriented, with exceptional communication and organizational skills.
Agility and flexibility to pivot and shift to address ad hoc req...Show moreLast updated: 30+ days ago
University of Silicon Valley - San Jose, CA.Assist students and parents through the full financial aid cycle.Award financial aid according to government and institutional regulations.Provide timely...Show moreLast updated: 1 hour ago
A company is looking for a Financial Assistance Advisor.Key Responsibilities Advises students on financial aid options, eligibility, and application processes Analyzes financial data to determin...Show moreLast updated: 1 day ago
At H&R Block, we believe in the power of people helping people.Our defining Purpose is to provide help and inspire confidence in our clients, associates, and communities everywhere.We also believe ...Show moreLast updated: 1 hour ago
Financial Advisor
Financial Planner Recruiting, LLCPalo Alto, CA, USFull-time
Financial Advisor - Greater San Francisco Bay Area
ThriventCA,San JoseFull-time
- Promoted
Financial Director
Visdom Technologies Inc.Sunnyvale, CA, USFull-time
Financial Representative
New York Life Insurance Company - Santa Clara General OfficeSan Jose, CA, USFull-time
Financial Analyst
KLA CorporationMilpitas, CA, USFull-time
Financial Analyst
The Fountain GroupSanta Clara, CA, USFull-time
Financial Analyst
LanceSoftSunnyvale, CA, USFull-time +1
Financial Advisor
Northwestern MutualCampbell, CA, USFull-time
Financial Advisor
MassMutual Northern CaliforniaSan Jose, CA, USFull-time
Financial Advisor - Certification Provided
Edward JonesLos Altos, CA, United StatesFull-time
- Promoted
Financial Director
Los Altos Mountain View Community FoundationLos Altos, CA, USFull-time
Financial Analyst
Commonwealth Fusion SystemsMilpitas, CA, USFull-time
- Promoted
Financial Aid Advisor
InsideHigherEdSan Jose, CaliforniaFull-time
Financial Advisor - Financial Firm
Advisor Employee ServicesSan Jose, CAFull-time
Merrill Experienced Financial Advisor
Bank of AmericaSan JoseFull-time
Financial Analyst
Syntricate TechnologiesSan Jose, CA, USFull-time
- New!
Financial Aid Advisor
UNIVERSITY OF SILICON VALLEYSan Jose, CA, USFull-time
Financial Assistance Advisor
VirtualVocationsSanta Clara, California, United StatesFull-time
- New!
Block Advisor Tax Advisor
H&R BlockPalo Alto, CA, USFull-time
- dentist (from $ 183,150 to $ 250,000 year)
- general dentist (from $ 230,000 to $ 250,000 year)
- technical director (from $ 102,500 to $ 243,250 year)
- digital artist (from $ 190,783 to $ 243,100 year)
- medical director (from $ 172,500 to $ 242,000 year)
- computer engineer (from $ 148,200 to $ 241,000 year)
- database engineer (from $ 100,425 to $ 240,000 year)
- engineering director (from $ 187,500 to $ 240,000 year)
- product director (from $ 180,000 to $ 238,642 year)
- embedded systems engineer (from $ 163,500 to $ 234,000 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
Financial Planner Recruiting, LLCPalo Alto, CA, US30+ days ago
Job type
- Full-time
Job descriptionBachelors Degree required CFP Preferred but not required Series 7, 66, SIE licensing 2-3 years of financial planning and client-facing experience Experience leading client meetings and meeting with prospects Growth-oriented, team player, and fast-paced learner Excellent organization and time management skills Base salary (commensurate with experience) plus bonus opportunity. Full benefits package.
Job Description :
Responsibilities Include :
- Gather financial planning data and assist in plan production for acquired clients.
- Conduct client meetings (reviews and deliverables) with all clients to generate NB implementation per client service policy.
- Conduct quarterly calls to all assigned clients and document them in call log.
- Document meeting notes and follow-ups and assign tasks in SalesForce.
- Complete trading and execution of client-agreed-upon requests on a timely basis and plan implementation.
- Participate in training and growth of the practice through mentoring and demonstrating in client meetings.
- Internal / external practice acquisition opportunities and onboarding.
- Participate in new client acquisition and generate new leads for the firm.
Requirements :
Compensation and Benefits :