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Financial Advisor Associate jobs - Sunnyvale, CA

Viewing 1 - 10 of 40 jobs

  • Client Service Associate

    Morgan Stanley - Finance Industry - 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...

    6 days ago from VelvetJobs

  • Relatioship Advisor Associate

    Provider of Financial Services To Emerging and Mature Companies - Santa Clara, CA

    program the RAA will align and partner with a Relationship Advisor team in a team support role. The RAA will provide ... skills, with the ability to provide feedback and root cause analysis on identified errors , , Financial...

    30+ days ago from IvyExec

  • Wealth Advisor

    Wealth Architects - Mountain View, CA

    and financial goals Analyze and evaluate client financial documents Develop and build client financial plans and ... policy statements Implement and monitor client financial plans—includes working with outside advisors such as estate...

    7 days ago from ZipRecruiter

  • Chase Private Client Investment Associate - Cupertino, CA (De Anza Blvd)

    JPMorgan - Finance Industry - Cupertino, CA

    relationships and assisting the Advisor(s) with ongoing financial planning for clients and referral source management ... products, financial planning and use of financial planning tools • Excellent interpersonal/communication and...

    6 days ago from VelvetJobs

  • Associate Portfolio Manager

    Wealth Architects - Mountain View, CA

    and institutions. As a young, growing firm we seek an Associate with entrepreneurial drive to help us succeed and ... detailed cover letter. Let’s talk. Opportunity: Associate Portfolio Manager: Work directly with the Chief Investment...

    8 days ago from ZipRecruiter

  • 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...

    1 day ago from Edward Jones Canada

  • Sales & Service Advisor - Teller/Banker - Campbell

    BBVA Compass - Santa Clara, CA

    you then you might just be our next Sales and Service Advisor (SSA). **The Role** The SSA is a hybrid position, ... responsibilities of both a Teller/Branch Associate and Financial Sales Associate/Banker. SSAs serve in a Teller...

    30+ days ago from BBVA Compass

  • Tire & Service Advisor

    Goodyear - Cupertino, CA

    Tire & Service Advisor Description The Tire & Service Advisor is the subject matter expert and is responsible for ... of service estimates. Additionally, the Tire & Service Advisor is responsible for generating sales in the store as...

    6 days ago from Women's Career Channel

  • Experienced Sales Agent-Financial Services

    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...

    1 day ago from Edward Jones Canada

  • Automotive Sales Associate (2014-15369)

    AutoNation - Mountain View, 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...

    30+ days ago from AutoNation

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