Financial Advisor

Your career path should lead to real opportunity LPL Financial partners with banks to offer a complete menu of financial services to credit union clients. This employment opportunity at Excite Credit Union in San Jose, CA would allow you to join the Investment Program at Excite Credit Union as a Financial Advisor associated with LPL Financial. Under this...

Company DescriptionAs one of the fastest-growing RIAs in the country, Root Financial's mission is to help as many people as possible get the most out of life with their money. Our human-first approach to financial planning guides clients toward their most cherished financial goals and we've assembled a world-class team of exceptional advisors and operations...

Company DescriptionAs one of the fastest-growing RIAs in the country, Root Financial's mission is to help as many people as possible get the most out of life with their money. Our human-first approach to financial planning guides clients toward their most cherished financial goals and we've assembled a world-class team of exceptional advisors and operations...

Sequoia Financial Group is a growing Registered Investment Advisor (RIA), headquartered in Northeast Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular purpose: to enrich lives. Our values define how we behave and guide us through the pursuit of our purpose to enrich lives. At Sequoia, our core values are: ...

Description First Tech aspires to be an organization that reflects the technology-focused members that we serve. We are the credit union of choice for HP, Microsoft, and Amazon employees - just to name a few. As such, First Tech is recognized as an innovative and dynamic organization built to help our members reach their dreams. We have a new opening for an...

Financial Advisor at New York Life Insurance CompanyNew York Life Insurance Company, a leader in the financial services sector with a legacy spanning over 175 years, is dedicated to fostering transparency, integrity, and a positive influence within communities. The organization prioritizes growth, innovation, and a commitment to diversity and...

About Us: Summit Financial Group is a high-touch, wealth management firm located in San Ramon, CA with over 3B in management and 20 + years of experience. We pride ourselves on being a community of like-minded peers, learning together and sharing insights and best practices. Our mission is to champion advisors by providing the resources and support needed to...

Job DescriptionJob DescriptionTitle: Financial Advisor/Financial PlannerOverviewBe a part of our advisor team and develop and present financial plans, participate in client meetings, and provide follow-up analysis and advisory services to clients. Pursue a career path as a Financial Advisor who will become a crucial member of our financial planning and...

Company DescriptionAs one of the fastest-growing RIAs in the country, Root Financial's mission is to help as many people as possible get the most out of life with their money. Our human-first approach to financial planning guides clients toward their most cherished financial goals and we've assembled a world-class team of exceptional advisors and operations...

Company DescriptionAs one of the fastest-growing RIAs in the country, Root Financial's mission is to help as many people as possible get the most out of life with their money. Our human-first approach to financial planning guides clients toward their most cherished financial goals and we've assembled a world-class team of exceptional advisors and operations...

Job DescriptionJob DescriptionMassMutual Northern California Locations | Pleasanton | Walnut Creek | Sacramento | Roseville | Fremont | San Jose | San MateoWe're looking for both experienced financial professionals to join our team. Whether you're looking for a change or seeking to align with a stable, dependable firm, and you have a passion for...

Our client, a well-established boutique firm in San Jose, is searching for a Financial Advisor. As a lead team member, you will have an opportunity to build rapport and engage long-time clients within a thriving wealth management firm. You truly become your client's trusted advisor, having time to dedicate to them, versus being in a high-volume atmosphere or...

Job DescriptionHow will your role impact First Command?The National Branch Financial Service Advisor (NB-FSA) is responsible for supporting the First Command clients assigned to the Home Office. Responsibilities include proactive client outreach for account reviews and updates and any other specific campaigns that leadership deems that First Command has an...

Job DescriptionHow will your role impact First Command?The National Branch Financial Service Advisor (NB-FSA) is responsible for supporting the First Command clients assigned to the Home Office. Responsibilities include proactive client outreach for account reviews and updates and any other specific campaigns that leadership deems that First Command has an...

About Financial Life Advisors: Financial Life Advisors (FLA) is a premier financial planning firm dedicated to delivering personalized experiences that empower clients to achieve financial success. We pride ourselves on being a well-established, fee-only firm committed to providing exceptional service.Position Overview: We are seeking a full-time CERTIFIED...

Job DescriptionJob DescriptionRole:Priority Financial Group is seeking a high quality, driven, and energetic Financial Advisor to work with one of our top credit union partners. The role of the Financial Advisor is to enhance member and client relationships by providing holistic, planning advice through the sale of Investment, Insurance, and Estate Planning...

Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...

Job DescriptionJob DescriptionWho Are We: Carrington College helps students achieve success by providing them with "hands-on" training that uses the technologies and processes that are used in the field, allowing them to build their confidence while they "learn by doing". Our focus is to help change the lives of our students for the better through education....

About Financial Life Advisors (FLA): FLA is dedicated to providing clients with unparalleled experiences, offering tailored ongoing support and the essential resources for financial success. We are a well-established and rapidly expanding, fee-only financial planning firm.Position Overview: We are in search of a friendly and skilled CERTIFIED FINANCIAL...

Job DescriptionJob DescriptionPatelco Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor Associate to join its growing team providing retirement and investment services to its member base in San Jose CA and the surrounding areas.About Patelco Credit UnionPatelco Credit Union is a not-for-profit...