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 associate Jobs in Sunnyvale, CA
Create a job alert for this search
Financial associate • sunnyvale ca
Last updated: 13 hours 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
){kind=logo}
Financial Analyst
Microwave Power Products (MPP)Palo Alto, CA, United States$110,000.00 yearly
Full-time
TransDigm Group Incorporated is a leading global designer, producer, and supplier of highly engineered aircraft components for use on nearly all commercial and military aircraft in service today.Tr... Show more
Financial & Operations Analyst
BMNTPalo Alto, CA, United States$67,250.00 yearly
Full-time
Financial & Operations Analyst.BMNT is looking for a highly motivated, detail-oriented, and tech-forward Financial and Operations Analyst to join our growing team.This role provides critical suppor... 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 Analyst
NetAppSan Jose, CA, United States$100,300.00 yearly
Full-time
At NetApp, we believe in empowering our people to thrive both personally and professionally.We are committed to fostering an inclusive environment where everyone feels a sense of belonging, can emb... Show more
Financial Advisor
Teacher's Pension and Insurance ServicesMountain View, United States$10.00 hourly
Full-time +1
Financial Advisor – K–12 Retirement Specialist (403b/457b).Commission & Fee-Based | Full-Time or Part-Time.Join a proven system where advisors build six-figure practices serving the underserved... 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
ColorwaveMountain View, CA, United States$143,100.00 yearly
Full-time
Databricks is looking for a Financial Analyst to join the Sales Finance team in the FP&A organization.You will report to the Senior Manager, Finance.The Sales Finance team's primary goal is to help... 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 Due Diligence Senior Associate
Grant ThorntonSan Jose, CA, United StatesFull-time
As a Financial Due Diligence Senior Associate, you’ll focus on middle-market transactions, serving dynamic organizations with experienced professionals who bring a full range of advisory services t... Show more
Financial Analyst
Compass GroupMountain View, CA, United States$110,000.00 yearly
Full-time +1
We are hiring immediately for a Financial Analyst position.The Finance Team exists to support the Food program regionally and to champion best financial practices as it relates to analysis, budget,... 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
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
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
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
Financial Analyst
Pride GlobalMountain View, CA, United StatesFull-time
Our client, a global fintech company, is seeking a Financial Analyst.Job Title: Financial Analyst Location: Mountain View, CA Duration: 6+ Months Pay Range: $52 - $62 /hour on w2 Job Description Sa... 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
- 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)
The average salary range is between $ 47,878 and $ 112,610 year , with the average salary hovering around $ 67,192 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.