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 specialist Jobs in Santa Clara, CA
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Financial specialist • santa clara ca
Last updated: 9 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
Financial Relationship Specialist
CTBC BankCupertino, CA, Cupertino, CA, US$20.00 hourly
Full-time
Primary function is to generate revenue for the branch by actively establishing a center of influence as a referral base as well actively participating in community events.Grow and expand existing ... 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 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
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
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
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 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
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
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 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 Education Specialist
All Financial FreedomLos Altos, California, United StatesFull-time
We are seeking a Financial Education Specialist to support our growing financial services organization.This role focuses on delivering structured financial education, guiding individuals through fo... Show more
Financial Auditor
TradeJobsWorkForce95110 San Jose, CA, USFull-time
Financial Auditor Job Duties: Plans financial audits by understanding organization objectives,... 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 $ 37,030 and $ 87,226 year , with the average salary hovering around $ 49,676 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.