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 consultant Jobs in Santa Clara, CA
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Financial consultant • santa clara ca
Last updated: 15 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
VP, Financial Consultant- San Jose, CA
Charles Schwab Inc.Milpitas, CA, United StatesFull-time
At Schwab, you're empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry togeth... 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 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
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
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
VP, Financial Consultant- San Jose, CA
Charles SchwabMilpitas, CA, USFull-time
Position Type: Regular Your opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities.Investment Professionals' Compensation | Charles Schwab At S... Show more
Financial Auditor
TradeJobsWorkForce95112 San Jose, CA, USFull-time
Financial Auditor Job Duties: Plans financial audits by understanding organization objectives,... 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 Consultant
Citizens Business BankSan Jose, San Jose, CA, US$62,783.00 yearly
Full-time
Financial Consultant will develop new current fee business for CitizensTrust .Essential Duties & Responsibilities: .Complies with and stays abreast of all policies and procedures, federal and state... Show more
Sr. Financial Consultant: 26-01834
Akraya Inc.Sunnyvale, CA, US$90.00 hourly
Full-time
Quick Apply
Primary Skills: SQL (Advanced), Data Analysis (Advanced), AI Tools (Intermediate), Cloud Revenue (Advanced), Financial Modeling (Intermediate),.Contract Type: W2 Contract .This role... Show more
Real Estate Capital Expenditure (CapEx) Financial Controls Consultant
US Tech SolutionsSunnyvale, CA, United StatesTemporary
CapEx Financial Controls Consultant.Location: Sunnyvale, CA (Hybrid) Duration: 7 months contract.The CapEx Financial Controls Consultant will oversee capital expenditure (CapEx) governance, complia... 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
Sr. Financial Consultant: 26-01834
AkrayaSunnyvale, CA, United StatesFull-time
This role is for a seasoned financial consultant to support a rapidly expanding cloud business segment.You will be responsible for managing complex cloud commitments and evolving revenue streams wi... 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
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
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
KLAMilpitas, CA, United States$77,900.00 yearly
Full-time
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 more
- general dentist (from $ 182,063 to $ 250,000 year)
- engineering director (from $ 164,115 to $ 238,917 year)
- product director (from $ 170,327 to $ 237,736 year)
- director of engineering (from $ 153,327 to $ 236,900 year)
- planning engineer (from $ 123,773 to $ 236,343 year)
- technical director (from $ 131,250 to $ 235,000 year)
- software architect (from $ 167,558 to $ 231,450 year)
- product management (from $ 145,000 to $ 230,849 year)
- software engineering manager (from $ 175,500 to $ 229,381 year)
- audio engineering (from $ 175,500 to $ 228,100 year)
The average salary range is between $ 70,167 and $ 144,081 year , with the average salary hovering around $ 98,859 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.