19 jobs matching your criteria
Job Search by
Financial Advisor
access_time Posted 7 days ago
account_balance DeDora Capital
location_on Napa
Certified Financial Planner (CFP) preferred, +2 years of financial industry experience. Must have experience professionally handling confidential information. * Desire to provide comprehensive ...
Financial Advisor
access_time Posted 1 month ago
account_balance Hanover
location_on San Francisco
Our San Francisco headquartered RIA client is looking for a Client Relationship Manager with a CFP to be the main point of contact for the firm's existing and future clients to build long-term ...
Financial Planner
access_time Posted 1 month ago
account_balance Hanover
location_on San Francisco
Our San Francisco headquartered RIA client is looking for a Client Relationship Manager with a CFP to be the main point of contact for the firm's existing and future clients to build long-term ...
Associate Wealth Advisor
access_time Posted 1 month ago
account_balance Judson Group
location_on San Francisco
CFP required. * 3-5 years of client-facing experience with an investment consulting/management firm, family office, or RIA. * Strong financial planning experience. * Experience with CRM, financial ...
Senior Wealth Associate
access_time Posted 15 days ago
account_balance BakerAvenue
location_on San Francisco
CFP required. * Demonstrated experience in wealth management and financial planning. * Confidence working directly with senior leaders and high-net worth clients. * Demonstrated ability to work ...
Paraplanner
access_time Posted 7 days ago
account_balance Assembly Wealth
location_on Mill Valley
Willingness to pursue CFP designation and a path of increased responsibility. • Technical Proficiency: Experience with financial planning, CRM, and portfolio management tools. Familiarity with ...
Financial Advisor/Senior Financial Advisor
access_time Posted 3 days ago
account_balance Summitry
location_on San Mateo
CFP Certified * CFA, CPA, EA, MSA, JD a plus * Knowledgeable in the areas of: * Equity compensation - ISO, NQSO, ESPP, RSU, 10b5-1, 83(b) * Exchange Funds, options strategies and other solutions for ...
Finance Associate
access_time Posted 5 days ago
account_balance Claire Myers Consulting
location_on Redwood City
CFP designation, FINRA licenses, etc
Financial Representative
access_time Posted 1 month ago
account_balance Northwestern Mutual
location_on San Jose
Sponsorship for Life and Health licensure, SIE, Series 63, 7, and CFP. * Unique opportunity to pursue leadership and specialized roles. * An award-winning training program to help you get started
Private Client Business Development Advisor
access_time Posted 1 month ago
account_balance Evolve Talent Partners
location_on San Francisco
CFA, CFP) preferred. EXPERIENCE * Minimum ten years in investment management sales. * Proven track record of sales success. * Consultative sales approach with depth in investment strategies and ...
Client Service Relationship Manager
access_time Posted 1 month ago
account_balance Evolve Talent Partners
location_on San Francisco
CFP or coursework a plus * Proven ability to build rapport and foster trust with clients * Desire to learn and the ability to learn quickly * Detail oriented * Superior client service skills
Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID...
access_time Posted 1 month ago
account_balance Avantax Planning Partners
location_on San Francisco
CFP certification. * Preferred: Insurance licenses, including Life, Health, and Long-term Care in some states. * Completion of ongoing Continuing Education credits is required. * A valid Driver ...
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