Financial associate Jobs in Sunnyvale, CA
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Financial associate • sunnyvale ca
Last updated: less than 1 hour 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: 1 hour ago
Entrepreneurial & Private Business (EPB) - General.A career in our Personal Financial Service practice, within PwC Private, will provide the opportunity to help private companies with a range of bu...Show moreLast updated: 21 days ago
Financial Advisor - "Choose a Career That Lets You Live Life Differently!".Recognized by FORTUNE as one of the "Worlds Most Admired" companies, Northwestern Mutual (NM) has been among the leaders i...Show moreLast updated: 10 hours ago
The ideal candidate MUST have healthcare industry experience.Calculate / update IBNR model using Lag reports and / or other appropriate methodologies.
Reviewed and approved monthly accounting close proc...Show moreLast updated: 17 days 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
The DMe Field organization propels the business through data-driven forecast, provides influential insights and drives operational efficiencies.
Help consolidate topline rolling financial forecast p...Show moreLast updated: 30+ days ago
For over 175 years, New York Life Insurance Company has been helping people put love into action.As a mutual company, we hold ourselves to the highest standards of transparency, objectivity, and in...Show moreLast updated: 21 hours 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: 21 hours ago
Looking to work at a firm that encourages a work life balance?.Withum is a forward-thinking, technology-driven advisory and accounting firm, helping clients to Be in a Position of StrengthSM in tod...Show moreLast updated: 30+ days ago
SummaryA career in our Personal Financial Service practice, within PwC Private, will provide the opportunity to help private companies with a range of business advisory needs such as audit, tax com...Show moreLast updated: 26 days ago
Join Equitable Advisors : A Pathway to Possibilities and Positive Impact • •.Are you ready to make a real difference in people's lives while carving out your unique career path? At Equitable Advisors,...Show moreLast updated: 21 hours ago
SummaryAt PwC, our people in deals focus on providing strategic advice and support to clients in areas such as mergers and acquisitions, divestitures, and restructuring.
They help clients navigate c...Show moreLast updated: 30+ days ago
We are hiring immediately for a.Note : Onsite in Mountain View & San Jose CA.Want to apply to this job via text messaging? Text.
Diversity of thought and inclusion for all is what drives our success ...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: 21 hours ago
We are hiring a remote financial sales professional who can meet our clients remotely on Zoom and or over the phone and tailor services to our client's needs.
We work off of a no-cold calling - no d...Show moreLast updated: 4 days ago
Cybersecurity is one of the most critical issues of our generation.No other company has the powerful combination of talent, industry-leading security technology, global reach, and cognitive capabil...Show moreLast updated: 9 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: less than 1 hour ago
A company is looking for a Financial Clearance Representative Associate, responsible for completing the financial clearance process and assisting patients with their financial responsibilities.Key ...Show moreLast updated: 2 days ago
- Promoted
- New!
Associate Financial Advisor
New York Life Insurance Company - Santa Clara General OfficeSan Jose, CA, USFull-time
Tax Senior Associate - Personal Financial Services
PWCMountain View, CA, United StatesFull-time
- Promoted
- New!
Financial Representative
Northwestern MutualSan Jose, CA, United StatesFull-time
- Promoted
Financial Analyst
Addison GroupEl Dorado, CA, USFull-time
- Promoted
Financial Advisor
Financial Planner Recruiting, LLCPalo Alto, CA, USFull-time
- Promoted
Financial Analyst
Intelliswift SoftwareSan Jose, CA, USTemporary
- Promoted
- New!
Financial Professional
New York Life Insurance CompanySan Jose, CA, United StatesFull-time
- Promoted
- New!
Financial Advisor
ThriventRiverside County, CA, United StatesFull-time
Financial Services Audit Senior Associate
WithumOrange County, CAFull-time
Tax Senior Associate - Personal Financial Services
PwC US Tax LLPSilicon Valley,CAFull-time
- Promoted
- New!
Financial Advisor
Equitable AdvisorsSan Jose, CA, United StatesFull-time
Deals - Financial Due Diligence - Senior Associate
PwC US Business Advisory LLPSilicon Valley,CAFull-time
Financial Analyst
CompassMountain View, CA, United StatesFull-time +1
- Promoted
- New!
Associate Financial Advisor
Brio Financial GroupSunnyvale, CA, United StatesFull-time
- Promoted
Remote Financial Sales Associate
Essex Services LLCSanta Clara, CA, USRemote
Full-time
- Promoted
ASSOCIATE PARTNER - CYBERSECURITY, FINANCIAL SERVICES
IBM ComputingSan Jose, CA, United StatesFull-time
- Promoted
- New!
Financial Analyst
Syntricate TechnologiesSan Jose, CA, USFull-time
- Promoted
Financial Clearance Associate
VirtualVocationsSanta Clara, California, United StatesFull-time
Associate Financial Advisor
New York Life Insurance Company - Santa Clara General OfficeSan Jose, CA, US1 hour ago
Job type
- Full-time
Job descriptionCandidate is required to hold either a US passport, a green card or a regular renewable EAD (we are not able to contract with F1 Visa - OPT - CPT) Computer proficiency in Microsoft Office, CRM systems, financial planning software, Google Suite, and other tools strongly preferred Superior communication, relationship building, and math skills to establish a strong foundation of customer service for all clients Baseline knowledge about financial industry concepts, financial products, and the role of a financial advisor is desired Requires a Bachelor's degree in business administration, finance, or other related field Though not required, a valid FINRA Series 7 & 63 / 66 license is considered a plus
Description
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 the need to help clients identify and achieve their financial goals through a variety of planning services. Join our team to begin honing your skills related to risk management, estate planning, debt and investment management, real estate, retirement planning, mutual funds, investment options, and more. If you're dedicated to delivering excellent client service and this sounds like a good fit, start the application process today!
Responsibilities
- Customize financial plans for each client based on his or her professional / work circumstances, life stage, and evolving financial needs
- Serve as a trusted advisor for new clients acquired through proactive measures to seek, identify, and establish prospects
- Be a coachable, organized team member interested in pursuing training development and educational opportunities
- Determine cash flow, income, financial status, financial goals, monetary assets and all other financial situations related to wealth management to help clients define and achieve their financial objectives
- Make strategic product, plan, and investment recommendations and financial advice to help clients reach their monetary goals
Qualifications