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Financial Advisor Associate jobs - Sunnyvale, CA

Viewing 1 - 10 of 23 jobs

  • Associate Financial Advisor

    BBVA Compass - Santa Clara, CA

    **Responsibilities** An Associate Financial Advisor applies basic skills and develops advanced skills using tools ... Compass for the purpose of helping clients realize their financial goals. Associate Financial Advisors are...

    30+ days ago from BBVA Compass

  • Experienced Financial Advisor

    Edward Jones Canada - Sunnyvale, CA

    understands what it takes to be a successful financial advisor. As one of the largest non-bank owned retail ... that starts with a face-to-face meeting between a financial advisor and client. We believe that building long-term...

    30+ days ago from Edward Jones Canada

  • Financial Consultant

    Fidelity Investments - Mountain View, CA

    Click here to watch a video about a Day in the Life of a Financial Consultant: https://youtu.be.. ... needs by providing and demonstrating solid financial planning skills and client centered advice and guidance...

    17 days ago from Fidelity Investments

  • Experienced Valuation Associate/Senior Associate

    Bay Valuation Advisors - Sunnyvale, CA

    models, applying valuation methodologies, and performing financial analysesWriting comprehensive reports describing companies, industries, and valuation methodsParticipating in client meetings and assisting with project scopeDiscussing...

    7 days ago from JOBS Employment Board

  • Client Service Associate

    Morgan Stanley - Cupertino, CA

    SUMMARY: Perform daily operations, client service, and Financial Advisor support. Provide account information to ... Learn the business and products in order to assist Financial Advisors. Clerical duties such as: handling...

    19 days ago from Morgan Stanley

  • Automotive Sales Associate (2015-22812)

    AutoNation - Santa Clara, CA

    with Customers, Sales Managers, other Sales Associates, Financial Services Managers and Service Associates, just to ... role. Opportunities may include: * Sales Manager * Financial Services Manager * Service Advisor AutoNation is an...

    24 days ago from AutoNation

  • Client Solutions Associate

    Addepar - Mountain View, CA

    our diverse client base utilize best practices in their financial analysis and reporting. Our ideal candidate is ... technical chops to work with complex (and often messy) financial data sets, and enjoys working directly with clients.

    7 days ago from Glassdoor

  • Relationship Manager

    Fidelity Investments - Mountain View, CA

    Private Client Group Financial Consultant or Premium Financial Consultant . This role should support the (VP) Financial ... (VP) FC. Education and Experience 1-3 years in financial services with an emphasis on customer service Skills and...

    27 days ago from Fidelity Investments

  • Senior Director/Director/Associate Director of Gift Planning

    Santa Clara University - Santa Clara, CA

    Senior Director/Director/Associate Director of Gift Planning Santa Clara University The Senior Director/Director/Associa ... estate and financial planning. Associate Director for Gift Planning Performs all standard essential responsibilities...

    30+ days ago from AsiansinHigherEd.com

  • Senior Manager Business Intelligence Program

    Intuitive Surgical - Sunnyvale, CA

    responsibilities include: Operating as a partner, trusted advisor and entry point for the business constituents to request services, work priorities and ensures end-to-end planning for technology enabled business solutions. Drive value by...

    17 days ago from Intuitive Surgical