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 trainee Jobs in San Jose, CA
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Financial advisor trainee • san jose ca
Last updated: less than 1 hour ago
Management Trainee (MT)
Tawa Services, Inc.San Jose, CA, United States$19.00 hourly
Full-time +1
Management Trainee (MT) for RISE Program.RISE Program Retail Immersion & Store Excellence.The RISE Program is designed to accelerate high-potential early-career talent into real leadership roles t... Show more
Service Advisor
CarDashSan Jose, CA, United StatesFull-time
AutoNation is one of the largest automotive retailers in the United States, offering innovative products, exceptional services, and comprehensive solutions, empowering our customers to make the bes... 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
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
Management Trainee
CintasSan Jose, CA, United States$73,200.00 yearly
Full-time
Location: San Jose, CA, US, 95020 Requisition Number: 230324.Cintas is offering an exciting Management Trainee program designed to kickstart your professional career.We are seeking a motivated and ... Show more
Store Manager Trainee
99 Ranch MarketCupertino, California, United States$19.00 hourly
Full-time
Quick Apply
Ranch Market is one of the largest Asian supermarket chains in the United States.We have store locations in California, Nevada, Texas, Washington, Oregon, Maryland, Massachusetts, Virginia, New Jer... Show more
Dental Assistant Trainee
James Lin DMDLos Gatos, California, United States$22.00 hourly
Full-time
Quick Apply
Dental Assistant Trainee - No Experience Required (We Train!).Aspire to be a Dental Assistant, Hygienist, or Dentist?.Disappointed you don't have the opportunity to add new skills or grow professio... Show more
Financial Analyst
SGA Inc.San Jose, CA, United StatesFull-time
Software Guidance & Assistance, Inc.SGA), is searching for a Financial Analyst for a contract assignment with one of our premier investment management clients in San Jose, CA.This is a hybrid role ... Show more
Financial Advisor
New York Life Insurance Company - Santa Clara General OfficeSan Jose, CA, US$118,500.00 yearly
Full-time
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 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
Server Trainee
Boiling Point GroupSan Jose, CA, USPart-time
We are looking to expand and are in need of candidates with a positive, motivated attitude that would love to grow with the company.We would love for you to join us and be part of the Boiling Point... Show more
Financial Analyst
PremierOne Credit UnionSan Jose, CA, United StatesFull-time
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
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
Management Trainee
Enterprise HoldingsSan Jose, CA, United States$64,315.00 yearly
Full-time
Start your career with Enterprise Mobility! We're hiring immediately for our respected Management Training Program.Whether you see yourself in sales, business development, customer service, retail ... Show more
Store Manager Trainee
Dollar TreeSan Jose, CA, United StatesFull-time
Your natural leadership skills and ability to inspire teams to deliver exceptional customer service make you the right person for our Store Manager in Training position.Join our team today and let'... Show more
- american sign language interpreter (from $ 70,941 to $ 551,925 year)
- investment banker (from $ 144,400 to $ 249,600 year)
- cardiothoracic surgeon (from $ 174,600 to $ 248,150 year)
- forensic pathologist (from $ 135,000 to $ 244,941 year)
- director of software engineering (from $ 183,000 to $ 240,000 year)
- psychiatrist (from $ 50,000 to $ 240,000 year)
- radiologist (from $ 57,103 to $ 238,613 year)
- chief investment officer (from $ 155,794 to $ 235,505 year)
- engineering director (from $ 151,059 to $ 235,000 year)
- product director (from $ 164,997 to $ 235,000 year)
The average salary range is between $ 65,260 and $ 110,000 year , with the average salary hovering around $ 68,073 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.