Financial Advisor
TradeJobsWorkforce95151 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 assistant Jobs in San Jose, CA
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Financial assistant • san jose ca
Last updated: 2 days 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
Financial Assistant (SHORT-TERM, TEMPORARY)
West Valley - Mission Community College DistrictSaratoga, CA, United States$31.41 hourly
Temporary
Financial Assistant (SHORT-TERM, TEMPORARY).This recruitment is being conducted to fill temporary assignments for the upcoming semester that can begin as soon as summer 2023.Applications for Short-... Show more
Financial Analyst
NetAppSan Jose, CA, United States$100,300.00 yearly
Full-time
We are seeking a skilled, detail-oriented Finance Analyst to join our G&A Finance team.This role will support financial planning, reporting, forecasting, and analysis for the company's General and ... 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
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 Analyst, Corporate Financial Planning and Analysis
GoogleSunnyvale, CA, United StatesFull-time
Financial Analyst, Corporate Financial Planning and Analysis.Mid Experience driving progress, solving problems, and mentoring more junior team members; deeper expertise and applied knowledge within... 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
Lead Financial Analyst
AdobeSan Jose, CA, United States$128,700.00 yearly
Full-time
Join Adobe's world-class FP&A organization as a Lead Financial Analyst, partnering with Adobe Technology Services (ATS) and Procurement.In this role, you'll operate at the intersection of finance a... 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 Analyst
Syntricate TechnologiesSan Jose, CA, United StatesFull-time
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 more
Executive Assistant to the Chief Financial Officer, Commercial Business
SandiskMilpitas, California, United StatesFull-time
We are seeking a highly organized, resourceful, and technology-forward Executive Assistant to be a trusted partner to Finance leadership at Sandisk.In this role, you will provide high-level adminis... 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
Assistant Chief Financial Officer
HCA HealthcareSan Jose, CA, United StatesFull-time +1
Assistant Chief Financial Officer.Executives thrive with us! HCA Healthcare is one of the nation's leading providers of healthcare services, comprising of over 180 hospitals and about 2,000 sites o... 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 Analysis
Applied MaterialsSanta Clara, CA, United StatesFull-time
Applied Materials is a global leader in materials engineering solutions used to produce virtually every new chip and advanced display in the world.We design, build and service cutting-edge equipmen... Show more
Financial Analyst
TriOptusCupertino, CA, United StatesFull-time
Location: Cupertino, CA (Hybrid in office Tuesday, Wednesday & Thursday).Duration: 12 months (possible extension).Excellent Excel skills and who knows Tableau.Someone flexible since they manage it... 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
- 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)
- Phoenix, AZ (from $ 36,933 to $ 156,000 year)
- Houston, TX (from $ 37,245 to $ 116,151 year)
- New York, NY (from $ 46,457 to $ 115,000 year)
- Chicago, IL (from $ 35,100 to $ 97,500 year)
- Los Angeles, CA (from $ 43,993 to $ 95,148 year)
- Philadelphia, PA (from $ 45,000 to $ 62,500 year)
- Birmingham, AL (from $ 35,813 to $ 58,250 year)
The average salary range is between $ 37,050 and $ 89,997 year , with the average salary hovering around $ 49,414 year .
Financial Advisor
TradeJobsWorkforce95151 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.