Talent.com
Financial Advisor

Financial Advisor

TradeJobsWorkforce95135 San Jose, CA, US
job_description.job_card.30_days_ago
serp_jobs.job_preview.job_type
  • serp_jobs.job_card.full_time
job_description.job_card.job_description

Financial Advisor Job Duties : Serves as an advisor to provide an advice-based approach to financial solutions for an assigned book of business.Actively solicits new and existing investments and insurance solutions from mass affluent customer segment, primarily Retail and Business Banking.Based on individualized needs analysis, prepares recommendations for customized financial solutions to current and potential customers.Profiles customers and deliver recommendations to ensure these needs are met.Uses sales tools and modules to conduct the analysis and offer the best advice and products and customer understanding of solutions.Delivers a diversified set of brokerage, investment and insurance and advice-based solutions with a financial planning mindset to meet the individualized investment needs of current and potential customers.Increases assets under management by offering investment and insurance solutions to clients and leveraging partnerships in Retail, Business Banking and Wealth to increase referrals.Provides financial planning services by advising the customer on the advantages and disadvantages of different product decisions in alignment with their individual needs.Meets or exceeds established sales goals for assigned market, while meeting individual client needs and complying with pertinent policies and regulations.Maintains and builds referral channel and develop strong partnerships to ensure investment needs of current and potential customers in assigned Market and / or branches are met or exceeded.Regularly reviews customer information to ensure compliance with BSA (Bank Secrecy Act), AML (Anti-Money Laundering), and KYC (Know Your Customer) requirements to protect bank interests.Understands and adheres to the company's risk and regulatory standards, policies, and controls. Maintains internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.Completes other related duties as assigned.

serp_jobs.job_alerts.create_a_job

Financial Advisor • 95135 San Jose, CA, US

Job_description.internal_linking.related_jobs
  • serp_jobs.job_card.promoted
J.P. Morgan Wealth Management - Private Client Advisor - Santa Clara, CA (Homestead and Kiely)

J.P. Morgan Wealth Management - Private Client Advisor - Santa Clara, CA (Homestead and Kiely)

JPMorgan ChaseSanta Clara, CA, US
serp_jobs.job_card.full_time
Job Description : This is where the detailed job description goes.It provides an overview of the role, responsibilities, and expectations. It's important to highlight the key skills and qualification...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Wealth Management Advisor - Aptos, California

Wealth Management Advisor - Aptos, California

U.S. BancorpAptos, CA, US
serp_jobs.job_card.full_time
Bank, we're passionate about helping customers and the communities where we live and work.The fifth-largest bank in the United States, we're one of the country's most respected, innovative, and suc...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Finacial Advisor

Finacial Advisor

TradeJobsWorkForce95116 San Jose, CA, US
serp_jobs.job_card.full_time
Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.Answering clien...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
J.P. Morgan Wealth Management Private Client Advisor - North San Jose, CA

J.P. Morgan Wealth Management Private Client Advisor - North San Jose, CA

ChaseSan Jose, CA, US
serp_jobs.job_card.full_time
serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Financial Solutions Advisor Registration Candidate- Seven Trees Financial Center

Financial Solutions Advisor Registration Candidate- Seven Trees Financial Center

Bank of AmericaSan Jose, CA, US
serp_jobs.job_card.full_time
Financial Solutions Advisor Stage I.The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position : FDIC; Safe Act; Loan O...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Senior Real Estate Investment Sales Advisor

Senior Real Estate Investment Sales Advisor

NAI Northern CaliforniaSan Jose, CA, US
serp_jobs.job_card.full_time
Senior Real Estate Investment Sales Advisor.NAI Northern California is a Commercial Real Estate brokerage with offices located in downtown Oakland, in the Embarcadero in San Francisco and in downto...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
J.P. Morgan Wealth Management Private Client Advisor - Menlo Park, CA and Surrounding Areas

J.P. Morgan Wealth Management Private Client Advisor - Menlo Park, CA and Surrounding Areas

JPMorgan ChaseStanford, CA, US
serp_jobs.job_card.full_time
Private Client Advisor In Chase Wealth Management.P Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary c...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Financial Solutions Advisor- Palo Alto Main Financial Center

Financial Solutions Advisor- Palo Alto Main Financial Center

Bank of AmericaPalo Alto, CA, US
serp_jobs.job_card.full_time
Bank Of America Financial Advisor.The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position : FDIC; Safe Act; Loan Ori...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Financial Advisor

Financial Advisor

TradeJobsWorkforce95140 Mount Hamilton, CA, US
serp_jobs.job_card.full_time
Financial Advisor Job Duties : Serves as an advisor to provide an advice-based approach to financial s...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Six Pillars Financial Advisor

Six Pillars Financial Advisor

First Commerce Credit UnionSan Ramon, CA, US
serp_jobs.job_card.full_time
Six Pillars Financial Advisors, a subsidiary of First Commerce Credit Union, is currently seeking a Financial Advisor.General Summary : Six Pillars Financial Advisors, LLC is in the business of prov...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
  • serp_jobs.job_card.new
Strategic Solution Advisor – Finance & Spend

Strategic Solution Advisor – Finance & Spend

Sistas In SalesPalo Alto, CA, United States
serp_jobs.job_card.full_time
Strategic Solution Advisor – Finance & Spend.Strategic Solution Advisor – Finance & Spend.Location : USA West Region (Proximity to an SAP Office Required). At SAP, we keep it simple : you bring your b...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_hours
  • serp_jobs.job_card.promoted
J.P. Morgan Wealth Management Private Client Advisor - South San Jose, CA

J.P. Morgan Wealth Management Private Client Advisor - South San Jose, CA

ChaseSan Jose, CA, US
serp_jobs.job_card.full_time
serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
J.P. Morgan Wealth Management Private Client Advisor - Silicon Valley, CA and Surrounding areas

J.P. Morgan Wealth Management Private Client Advisor - Silicon Valley, CA and Surrounding areas

ChaseSaratoga, CA, US
serp_jobs.job_card.full_time
serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Financial Solutions Advisor Registration Candidate - Consumer Investments- Tri-Valley Area

Financial Solutions Advisor Registration Candidate - Consumer Investments- Tri-Valley Area

Bank of AmericaLivermore, CA, US
serp_jobs.job_card.full_time
Financial Solutions Advisor Stage I.The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position : FDIC; Safe Act; Loan O...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
J.P. Morgan Wealth Management Private Client Advisor - South San Jose, CA

J.P. Morgan Wealth Management Private Client Advisor - South San Jose, CA

JPMorgan ChaseSan Jose, CA, US
serp_jobs.job_card.full_time
Private Client Advisor In Chase Wealth Management.Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary cus...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
J.P. Morgan Wealth Management Private Client Advisor - Silicon Valley, CA and Surrounding areas

J.P. Morgan Wealth Management Private Client Advisor - Silicon Valley, CA and Surrounding areas

JPMorgan ChaseSaratoga, CA, US
serp_jobs.job_card.full_time
Private Client Advisor In Chase Wealth Management.P Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary c...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
J.P. Morgan Wealth Management - Private Client Advisor - Santa Clara, CA (Homestead and Kiely)

J.P. Morgan Wealth Management - Private Client Advisor - Santa Clara, CA (Homestead and Kiely)

ChaseSanta Clara, CA, US
serp_jobs.job_card.full_time
serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Community Service Advisor

Community Service Advisor

NorthStar Memorial GroupHayward, CA, US
serp_jobs.job_card.full_time
Chapel Of The Chimes - Hayward.NorthStar is seeking a dynamic Chapel Of The Chimes - Hayward, in Hayward, CA.Our sales teams redefine the way families honor their loved ones.We don't just sell; we ...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30
  • serp_jobs.job_card.promoted
Remote Finance Advisor - AI Trainer

Remote Finance Advisor - AI Trainer

Data AnnotationFremont, California
serp_jobs.filters.remote
serp_jobs.job_card.full_time +1
We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_variable_days
  • serp_jobs.job_card.promoted
Wealth Management Advisor - Aptos, CaliforniaCategorySales & Relationship ManagementJob Id2025-0006224LocationAptos, CA, United StatesPosting Start Date05 / 30 / 2025Anticipated Posting End Date07 / 31 / 2025Job TypeFull time

Wealth Management Advisor - Aptos, CaliforniaCategorySales & Relationship ManagementJob Id2025-0006224LocationAptos, CA, United StatesPosting Start Date05 / 30 / 2025Anticipated Posting End Date07 / 31 / 2025Job TypeFull time

US BankAptos, CA, US
serp_jobs.job_card.full_time
Bank, we're passionate about helping customers and the communities where we live and work.The fifth-largest bank in the United States, we're one of the country's most respected, innovative, and suc...serp_jobs.internal_linking.show_moreserp_jobs.last_updated.last_updated_30