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Financial Advisor Associate jobs - Sunnyvale, CA

Viewing 1 - 10 of 29 jobs

  • 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...

    20 days ago from ZipRecruiter

  • 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...

    21 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...

    30+ days ago from Edward Jones Canada

  • Financial Representative

    Fidelity Investments - Sunnyvale, CA

    array of Fidelity products and services. The Licensed Financial Representative (LFR) services the customer while ... exam Insurance License desired Banking, insurance, or financial experience preferred Superb interpersonal, customer...

    27 days ago from Fidelity Investments

  • Automotive Sales Associate (2015-17854)

    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

  • Senior Associate, International Tax

    KPMG - Santa Clara, CA

    **Business Title:** Senior Associate, International Tax **Requisition Number:** 47719 **Function:** Tax Services **Area ... multiple client engagements while serving as a business advisor to the client * Research, write, and review client...

    30+ days ago from KPMG

  • 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...

    30+ days ago from VelvetJobs

  • 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 ... as major gift fundraising, estate and financial planning. Associate Director for Gift Planning Performs all standard...

    6 days ago from HigherEdJobs

  • Senior Associate, Mergers And Acquisitions Tax

    Santa Clara, CA

    Responsibilities: Advise clients on a full spectrum of corporate tax services including planning, research, and other mergers and acquisitions activities Work as a part of a multi-disciplinary team that focuses on delivering due diligence...

    30+ days ago from IvyExec

  • Account Executive - Greater South Bay Area, California - (Future Opportunities)

    Fidelity Investments - Sunnyvale, CA

    needs by providing and demonstrating solid financial planning skills and client centered advice and guidance ... strategies and works with client to develop financial plan leveraging the appropriate Guidance tools. · Positions...

    30+ days ago from Fidelity Investments

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