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Financial Advisor jobs - Santa Clara, CA

Viewing 1 - 10 of 1,123 jobs

  • Financial Consultant

    Fidelity Investments - San Jose, CA

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

    27 days ago from Fidelity Investments

  • Analytics Sales Consultant - Healthcare/Financial Services

    Hewlett Packard - Palo Alto, CA

    Impact/Scope This position provides client facing sales support for A&DM to Healthcare & Financial Services clients in t ... Business/financial management expertise. Acts as a Strategic Partner, Trusted Advisor. Familiarity with...

    30+ days ago from Hewlett Packard

  • Relationship Manager

    Fidelity Investments - San Jose, 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...

    3 days ago from Fidelity Investments

  • Merrill Lynch Financial Advisor Program – Cupertino

    Bank of America - San Jose, CA

    the candidate will be compensated in accordance with the Financial Advisor Incentive Compensation Plan. * The ... transition and follow their passion of becoming a Financial Advisor. Qualifications ExperienceCandidates for this role...

    18 days ago from Bank of America

  • Investment Consultant

    Fidelity Investments - Palo Alto, CA

    committed to delivering the best customer experience in the financial services industry. We help millions of people save ... Education and Experience 2 or more years in financial services with an emphasis on customer service/sales Skills and Kno...

    10 days ago from Fidelity Investments

  • Investment Counselor (Financial Advisor/Stock Broker Alternative)

    Fisher Investments - San Mateo, CA

    e their long-term goals You will provide a valuable service to your clients, building relationships based on trust and the expertise that Firm offers You can take off your many hats as a Financial Advisor and become an expert in service...

    30+ days ago from Doostang

  • Financial Advisor - Bank Channel

    Willis Consulting - San Jose, CA

    My client firm is currently searching for successful Financial Advisors looking to take their business to the ... a bailout Qualifications:Seasoned Highly Ethical Financial Advisors, we are not a training programMinimum T-12 $200CFP...

    17 days ago from ZipRecruiter

  • Personal Banker Pruneridge Branch

    Citi - Santa Clara, CA

    commercial banking, investment advisory services, and financial needs and analysis tools to enable Citibank to ... partners (e.g. Commercial and Small Business, Home Lending, Financial Advisors, Citigold) to obtain and provide...

    28 days ago from Citi

  • Insurance Agent/Financial Advisor

    Medicare Exchange - San Jose, CA

    Job Description: Did you know the BABY BOOMER generation is starting to retire?12,000 baby boomers are retiring daily! By 2030, the over-65 crowd will expand to 72 million people, up from 40 million in 2010.How can you translate that into...

    29 days ago from ZipRecruiter

  • Direct Client Position: Data Steward - Finance & Revenue

    SRS Consulting - San Jose, CA

    maintain a close working relationship as the trusted go-to advisor with each of the appropriate Data Trustees (for subject areas noted above) and their designees. Data Trustees are senior level business executives (Dir or above) that serve...

    6 hours ago from Dice