Investment Advisor: Average Salary in San Jose, CA in 2024

Grassi Investment Management a leading top wealth management firm in the Silicon Valley with over 1B in AUM is looking for a Financial Consultant with strong marketing and sales experience. In this position, the Financial Consultant would work with high-net-worth individuals and families, developing...

We are an independent registered investment advisor (RIA) firm in the San Francisco Bay Area. The role involves providing comprehensive financial planning and investment advisory services to clients. The Financial Advisor will be responsible for developing personalized investment strategies and prov...

The Wealth Management Advisor focuses on driving deeper relationships with clients by developing comprehensive financial plans and wealth strategies intended to plan for future goals and cash flow needs through a sound and efficient savings, investment, and tax strategy. Rapport as a poised senior a...

Serve as primary contact and advisor for our prospects throughout the sales cycles ● Partner with investors to connect their stated and below the surface goals for real estate investing to HomeRoom’s product ● Become a trusted real estate advisor ● Achieve and exceed quarterly assigned sale...

Grassi Investment Management a leading top wealth management firm in the Silicon Valley with over 1B in AUM is looking for a Financial Consultant with strong marketing and sales experience. In this position, the Financial Consultant would work with high-net-worth individuals and families, developing...

Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with c...

Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with c...

Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with c...

Salaries may vary within the range based on geographic location, market data and on individual skills, experience, and education.Role is incentive eligible with the payment based upon company, business and/or individual performance.PNC offers employees a comprehensive range of benefits to help meet ...

This is the journey-level class in the Administrative Assistant series. This class is distinguished from Senior Administrative Assistant in that the latter performs more technical, specialized, and complex tasks requiring additional training and/or experience and an in-depth knowledge of division/de...

As a Project Manager at MP, you will be responsible for driving the successful projects within our clients' organizations. MIGSO-PCUBED is looking for a passionate and communicative Project Manager Consultant to join our team and support our engagements in Orange County. Every day, we support our cl...

Menu Data Modeling & Tools Analyst. Menu Data Modeling & Tools Analyst. Monitor and assess the internal tools that are used to be build digital menus by using data models. Build the data model to assess the v3 server, utility, and UI enhancements. ...

Global highly reputable asset management firm experiencing impressive growth is looking for a Data Transformation Senior Manager/Associate Director. As the Associate Director, you will support the overall efforts to transform the firm into a data driven organization. Experience in data-related proce...

Insight Investment are currently looking for a Trade Operations Analyst to join the Active Management team, based in San Francisco. Insight Investment is a leading asset manager focused on designing investment solutions to meet its clients’ needs. Relevant experience within Investment Management is ...

The Senior Investment Associate will support the Client Chief Investment Officers (CIOs) on the management of individual client portfolios. The Senior Investment Associate’s primary objective is to maximize long-term client portfolio investment performance, subject to applicable portfolio constraint...

Manage and mentor junior project managers. Work closely with Business Development, conduct project meetings with external customers, develop and maintain project plans. Lead all internal and external stakeholders in the projects. Monitor and communicate project progress to local and global managemen...

We are partnering with a Real Estate Investment & Development Firm in LA that is actively seeking to add an Associate to their dynamic team. Investment Banking experience in the Real Estate Sector or 2+ years of Real Estate Investment Experience. Renowned for their strong capitalization and fast-pac...

Securities offered through Equitable Advisors, LLC (NY, NY (212) 314-4600), member FINRA, SIPC (Equitable Financial Advisors in MI & TN). Investment advisory products and services offered through Equitable Advisors, LLC, an SEC-registered investment advisor. LPL Financial, member FINRA, SIPC, is the...

Surlamer Investments, LLC (“Surlamer”) is a dynamic, fast-growing investment firm based in Newport Beach, California. You will be joining a team of highly skilled investment professionals with diverse competencies and significant experience in managing portfolios of equity, fixed income, and alterna...

Madison Hunt is partnered with a middle-market sustainable infrastructure investor on the search for an Investment Associate to join their team in Los Angeles. Qualified candidates should come from investment banking coverage backgrounds with exposure to infrastructure, power/renewables, energy, or ...

The individual chosen for the position will work collaboratively with Dudek's environmental team in northern and southern California on a wide variety of projects including industrial, renewable energy, infill development, transportation, residential, and mixed-use projects. Perform research, strate...

Financial modeling experience and a willingness to dig into the details. ...

North Star Resource Group is looking to find a candidate for a financial advising position in San Diego, CA We are looking for an experienced financial advisor that would be partnering with a larger established practice and may include succession planning opportunities. ...

As a Financial Advisor, you will play a pivotal role as a trusted financial confidant to your clients, leveraging a profound understanding of their values, lifestyle, and goals. Talent Focus is partnering with a distinguished international wealth management institution to identify an exceptional Fin...

Financial Analyst (Pricing & Monetization). ...