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 coordinator Jobs in San Jose, CA
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Financial coordinator • san jose ca
Last updated: 1 day 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
Sr. Financial Analyst
Applied MaterialsSanta Clara, CA, United StatesFull-time
Join Applied Materials to push the boundaries of materials science and engineering to create next generation technology.Requires strong business acumen, strategic thinking, and extensive experience... 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
Coordinator
San Jos State UniversitySan Jose, CA, United StatesFull-time
This role is housed within the Community Action Center, a department of Associated Students, which connects San Jose State University students with community service opportunities that deepen the e... 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
Senior Financial Analyst
Bloom EnergySan Jose, CA, United StatesFull-time
At Bloom Energy, our vision for a world powered by clean, reliable, and affordable energy is more than just a dreamwe're making it reality.For over two decades, we've been at the forefront of the g... 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 Aid Operations Coordinator (2 Positions)
San Jose State UniversitySan José, CA, US$4,047.00 monthly
Full-time
Provide outstanding customer service to students, families, faculty, and staff through phone, email, front-counter support, and outreach events while explaining financial aid programs, processes, a... Show more
Special Programs Coordinator and Financial Aid Counselor
Government JobsSan Jose, CA, United StatesFull-time
Special Programs Coordinator And Financial Aid Counselor.Reporting to the Associate Director of Counseling and Advising, the Special Programs Coordinator and Financial Aid Counselor works independe... 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 Analyst
KLAMilpitas, CA, United States$100,500.00 yearly
Full-time
Financial Analyst to support our RAPID division in planning, forecasting, and analyzing fixed costs.This position has ample scope for learning and growth, with high visibility and exposure to the f... 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
Dental Patient Care & Financial Coordinator (Front Desk)
James Lin DMDLos Gatos, California, United States$25.25 hourly
Full-time
Quick Apply
Cheerful Patient Care & Financial Coordinator.Fee-for-Service Cosmetic, Implant, General Dentistry Private Practice.ARE YOU LOOKING FOR A GREAT WORK ENVIRONMENT?.We take Fridays off! No work ou... Show more
Financial Planner
TradeJobsWorkForce95118 San Jose, CA, USFull-time
Financial Planner Job Duties: Provide financial planning and investment advisory services.Res... 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
Care Experience Coordinator - Staffing Coordinator
Aveanna HealthcareSan Jose, CA, United StatesFull-time
Aveanna Healthcare is growing!!.We are seeking a Staffing Coordinator/ Care Experience Coordinator to join our dynamic team in San Jose, CA.Health, Dental, Vision Insurance.Savings Plan with Employ... 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 $ 40,950 and $ 66,977 year , with the average salary hovering around $ 48,720 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.