Financial Advisor jobs - Santa Cruz, CA

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Dec 27 Financial Advisor for FORTUNE magazine's No. 2 Best Company To Work For* Edward Jones Santa Cruz, CA

financial advisor in training, client advisor, senior financial advisor, discount ... trader, institutional financial advisor, investment executive, Financial Advisor,... more

Dec 27 Financial Advisor for FORTUNE magazine's No. 2 Best Company To Work For* Edward Jones Salinas, CA

financial advisor in training, client advisor, senior financial advisor, discount ... trader, institutional financial advisor, investment executive, Financial Advisor,... more

Dec 27 Financial Advisor for FORTUNE magazine's No. 2 Best Company To Work For* Edward Jones San Jose, CA

financial advisor in training, client advisor, senior financial advisor, discount ... trader, institutional financial advisor, investment executive, Financial Advisor,... more

Dec 26 INROADS Shared Services Intern Deloitte San Jose, CA

in audit , tax , consulting , and financial advisory services with clientsin ... Technology, Facilities Management, and Financial Support Services. Position... more

Dec 25 Director, IT Vendor Management Office NetApp Sunnyvale, CA

vendor contract management, vendor financial management, vendor relationship ... individual has significant operational or financial impact on the overall success of... more

Dec 24 Financial Advisor Valic Salinas, CA

licenses for the opening of: Financial Advisor in Salinas, California - Selling ... to quickly learn and market a variety of financial products and services. -... more

Dec 24 Wm Financial Advisor Wells Fargo San Jose, CA

investment profile and evaluate client - s financial needs. Determines which financial ... advantages and disadvantages of different financial products such as mutual funds,... more

Dec 23 Independent Financial Advisor CUNA Mutual Group San Jose, CA

We are seeking an Independent Financial Advisor to: Present a professional image from a personal and professional level that will be beneficial to customers, credit union... more

Dec 22 Pre-professional Finance Co-op IBM San Jose, CA

in a range of functions, including financial planning, accounting, tax, and ... the individual position. As an example, Financial Planning will involve... more

Dec 22 Director, IT Vendor Management Office NetApp Sunnyvale, CA

vendor contract management, vendor financial management, vendor relationship ... role will partner and act as a business advisor to the IT senior management teams. more

Dec 22 Consumer Electronic Retail Specialist Advantage Sales and Marketing Salinas, CA

and Campaigners Acts as a strategic client advisor to store management to enhance ... / Front End, Merchandiser / Allocator, Sales, Banking / Financial Services, Big... more

Dec 21 Personal Financial Representative Allstate Insurance San Jose, CA

here to learn more about the Personal Financial Representative ... 4-year degree preferred. financial advisor financial planner Contact the Allstate... more

Dec 20 Senior Financial Advisor Marvell Technology Group Santa Clara, CA

liaison with the R & D function. Manages financial planning for assigned R & D areas, including department expenses, headcount and capex for AOP and quarterly... more

Dec 20 Can You Sell? - 125K + Nationwide Openings John Woordward San Jose, CA

financial advisor in training, client advisor, senior financial advisor, discount ... trader, institutional financial advisor, investment executive, Financial Advisor,... more

Dec 20 Sales Engineer IV- TELECOM- VOICE Level 3 Communications San Jose, CA

convey and sell the technical, operational, financial and strategic benefits for an ... May act as mentor, coach or technical advisor to more junior colleagues May serve... more

Dec 19 Senior Financial Advisor Marvell Santa Clara, CA

Title: Senior Financial Advisor Job Category: General & Administration Job Sub ... teams. . 5 -7 years experience in financial planning and analysis role,... more

Dec 18 Financial Advisor Dm Stone Jobsinbrokerage.com San Jose, CA

Must have Series 7, 63,65(or 66) and Insurance License > with a clean record. > At least 5+ years work experience dealing > mainly with high net worth individuals and families >... more

Dec 18 Sales Specialist IBM San Jose, CA

strategy within industry context. Customer advisor on the roadmap and construction of ... experience. An understanding of financial analysis methodologies and MS... more

Dec 18 Sales Specialist IBM San Jose, CA

strategy within industry context. Customer advisor on the roadmap and construction of ... experience. An understanding of financial analysis methodologies and MS... more

Dec 18 Sales Leader IBM San Jose, CA

strategy within industry context. Customer advisor on the roadmap and construction of ... experience. An understanding of financial analysis methodologies and MS... more

Dec 18 Sales Leader IBM San Jose, CA

strategy within industry context. Customer advisor on the roadmap and construction of ... experience. An understanding of financial analysis methodologies and MS... more

Dec 16 Delivery Project Executive - Testing IBM San Jose, CA

outcome. Performs role of a "trusted advisor" and advises and counsels regarding ... Management * At least 5 years experience in Financial Management * At least 5 years... more

Dec 16 INROADS Shared Services Intern Deloitte San Jose, CA

in audit , tax , consulting , and financial advisory services with clientsin ... Technology, Facilities Management, and Financial Support Services. Position... more

Dec 16 Director, Center of Excellence, Business Intelligence Solutions HP Cupertino, CA

with strong business acumen. Acts as a key advisor to executive management in ... Planning and strategy Demonstrated financial acumen and leadership through... more

Dec 16 Director, Center of Excellence, Business Intelligence Solutions Hewlett-Packard - Engineering Cupertino, CA

with strong business acumen. Acts as a key advisor to executive management in ... * Planning and strategy * Demonstrated financial acumen and leadership through... more

Dec 16 Director, Center of Excellence, Business Intelligence Solutions Hewlett-Packard Company Cupertino, CA

with strong business acumen. Acts as a key advisor to executive management in ... . Planning and strategy . Demonstrated financial acumen and leadership through... more

Dec 14 Financial Advisor Trainee Merrill Lynch San Jose, CA

Financial Advisor Trainee- San Jose, CA Location: San Jose,CADepartment ... Practice Management Development Financial Advisor Trainee Job Description... more

Dec 13 External Wholesaler / Capital Raiser - Private Equity Real Estate Fund Lighthouse Realty Fund San Jose, CA

are a compelling investment story for financial advisers and their clients. If you ... Wholesaler, Series 65, Series 66, Capital, Financial Advisor / Adviser, Family Office,... more

Dec 12 Financial Advisor AIG Salinas, CA

and Health licenses for the opening of: Financial Advisor in Salinas, California ... or weekend appointments. Compensation: Financial Advisors are ultimately... more

Dec 12 Sr Finance Director, Corporate Marketing & Strategic Alliances Business Units 907937 Sunnyvale, CA

serves as trusted business and financial advisor to these two Executive Vice Presidents * Member of Field Finance and Operations leadership team * Partner with Corporate Marketing... more

Dec 11 Financial Advisor Waddell & Reed Campbell, CA

Waddell & Reed, we invest in our financial advisors. As you consider your options, we ... that sets us apart. Responsibilities As a financial advisor, you will provide your... more

Dec 09 Financial Advisor AIG Salinas, CA

and Health licenses for the opening of: Financial Advisor in Salinas, California ... or weekend appointments. Compensation: Financial Advisors are ultimately... more

Dec 07 Director, North America Business Management Sunnyvale, CA

and risks * Serve as a strategic advisor and participant with senior ... * Lead overall market analysis and specific financial analysis of potential strategic... more

Dec 07 ChaseWorks Associate - Bilingual Re... Chase Santa Clara, CA

homeownership center and its management and advisor team (approximately 5 - 8 ... the correct advisor (a Chase, WAMU or EMC advisor). When waiting is required, the... more

Dec 06 Managing Partner (Consulting) ? Commercial Gartner Consulting San Jose, CA

High Technology & Telecom, Healthcare, Financial Services, and Energy & ... relationships as a trusted business advisor ? Understands the business and... more

Dec 05 Financial Advisor Ameriprise San Jose, CA

experienced, Series 7 and 63 or 66 licensed Financial Advisor and would like to explore ... hearing from you! The successful Financial Advisor is a master at building... more

Dec 04 Financial Advisor Ameriprise San Jose, CA

experienced, Series 7 and 63 or 66 licensed Financial Advisor and would like to explore ... hearing from you! The successful Financial Advisor is a master at building... more

Dec 03 Financial Advisor Ameriprise San Jose, CA

experienced, Series 7 and 63 or 66 licensed Financial Advisor and would like to explore ... hearing from you! The successful Financial Advisor is a master at building... more

Dec 03 Investment Consultant - Metro Silicon Valley NE Branch Citi San Jose, CA

Wealth Management (PWM) provides financial planning and wealth management ... Success Factors: Registered Investment Advisor (RIA) referrals Asset growth... more

Dec 03 Investment Consultant - Metro Silicon Valley NE Branch Citi Santa Clara, CA

Wealth Management (PWM) provides financial planning and wealth management ... Success Factors: Registered Investment Advisor (RIA) referrals Asset growth... more

Dec 03 Investment Consultant - Metro San Mateo/North Santa Clara Branch Citi San Jose, CA

Wealth Management (PWM) provides financial planning and wealth management ... Success Factors: Registered Investment Advisor (RIA) referrals Asset growth... more

Dec 03 Investment Consultant - Metro San Mateo/North Santa Clara Branch Citi Santa Clara, CA

Wealth Management (PWM) provides financial planning and wealth management ... Success Factors: Registered Investment Advisor (RIA) referrals Asset growth... more

Dec 02 Account Executive - Strategic Accounts Organization - High Tech Telecomm Providers - HTTPW Gartner San Jose, CA

with the client to become the ""trusted advisor"" to the client in all their primary ... profitably and in line with corporate financial objectives Successfully built and... more

Dec 02 SAP Functional CRM Manager PricewaterhouseCoopers San Jose, CA

and customer relationship skills as well as financial and accounting expertise. Through ... career path with a leading Global Business Advisor. Job Description: The SAP... more

Dec 01 Financial Advisor Recruiter RJ & Makay Executive Recruiting Firm San Jose, CA

Makay is North America's leading Financial Advisor (FA) recruiting firm dedicated ... setters. We provide leads to call but the financial advisors arent expecting your... more

Dec 01 Financial Advisor Associate - Winchester Branch J.P. Morgan Chase - Consumer Investments, Retail Financial Services Campbell, CA

DESCRIPTION: Chase Investment Services Financial Advisor A global financial ... provide exceptional service. A successful financial advisor will be able to: *... more

Dec 01 Technology Solution Architect Cisco Systems San Jose, CA

in Data Center, and how Cisco solutions add financial and strategic value. . Expert at ... level. Be seen as a trusted technical advisor to the WW sales teams, CDO, CMO,... more

Nov 30 Financial Advisor RJ & Makay Executive Recruiting Firm San Jose, CA

been a better time to become a Financial Advisor for a world-class ... industry where the best are well-rewarded. Financial Advisor vs. StockbrokerWe are... more

Nov 30 Registered Representative/Investment Advisor Garber Financial Planning Santa Cruz, CA

are proud to acknowledge and compensate our financial professionals for a job well done. ... Management (QAM), A Registered Investment Advisor. Garber Financial Planning, Inc. is... more

Nov 30 Registered Representative/Investment Advisor Garber Financial Planning Salinas, CA

are proud to acknowledge and compensate our financial professionals for a job well done. ... Management (QAM), A Registered Investment Advisor. Garber Financial Planning, Inc. is... more

Nov 30 Registered Representative/Investment Advisor Garber Financial Planning San Jose, CA

are proud to acknowledge and compensate our financial professionals for a job well done. ... Management (QAM), A Registered Investment Advisor. Garber Financial Planning, Inc. is... more

Nov 29 Technology Solution Architect Cisco Systems San Jose, CA

in Data Center, and how Cisco solutions add financial and strategic value. . Expert at ... level. Be seen as a trusted technical advisor to the WW sales teams, CDO, CMO,... more

Nov 29 Presls Tech Cons V, Systems Hewlett Packard San Jose, CA

customer loyalty through being a trusted advisor Partners effectively with others in ... acumen Understands and applies basic financial and accounting concepts as well as... more

Nov 27 VP CTO Cisco Systems San Jose, CA

alliances. The CTO will act as a strategic advisor to the product roadmap and Cisco's ... results measured against a combination of financial, customer, technology, and quality... more

Nov 25 Financial Advisor Salinas, CA

licenses for the opening of:Financial Advisor in Salinas, CaliforniaWHAT YOU WILL ... or weekend appointments.Compensation:Financial Advisors are ultimately... more

Nov 25 Managing Partner Gartner San Jose, CA

High Technology & Telecom, Healthcare, Financial Services, and Energy & ... relationships as a trusted business advisor Understands the business and... more

Nov 23 Financial Advisor Edward Jones Salinas, CA

with a face-to-face meeting between a Financial Advisor and an individual ... an Edward Jones Financial Advisor you will: *Work autonomously from... more

Nov 23 Financial Advisor Edward Jones Sunnyvale, CA

with a face-to-face meeting between a Financial Advisor and an individual ... an Edward Jones Financial Advisor you will: *Work autonomously from... more

Nov 23 Financial Advisor Edward Jones Santa Clara, CA

with a face-to-face meeting between a Financial Advisor and an individual ... an Edward Jones Financial Advisor you will: *Work autonomously from... more

Nov 23 Financial Advisor Edward Jones Santa Clara, CA

with a face-to-face meeting between a Financial Advisor and an individual ... working independently. As an Edward Jones Financial Advisor you will: *Work... more

Nov 23 Financial Advisor Edward Jones Salinas, CA

with a face-to-face meeting between a Financial Advisor and an individual ... working independently. As an Edward Jones Financial Advisor you will: *Work... more

Nov 23 Financial Advisor Edward Jones Sunnyvale, CA

with a face-to-face meeting between a Financial Advisor and an individual ... working independently. As an Edward Jones Financial Advisor you will: *Work... more

Nov 23 Financial Advisor Morgan Stanley Smith Barney San Jose, CA

in the Morgan Stanley Smith Barney Financial Advisor Training Program provides ... that will help to prepare you for a Financial Advisor Career. The Program will... more

Nov 23 Financial Advisor American International Group Salinas, CA

Financial Advisor/ Salinas,CA Job ID #: FA-LMB-Salinas-CREDAV Location: ... and Health licenses for the opening of: Financial Advisor in Salinas, California... more

Nov 23 VP CTO Cisco Systems San Jose, CA

alliances. The CTO will act as a strategic advisor to the product roadmap and Cisco's ... results measured against a combination of financial, customer, technology, and quality... more

Nov 21 Financial Advisor Associate - Winchester Branch JPMorgan Chase Campbell, CA

Description Chase Investment Services Financial Advisor A global financial ... exceptional service. A successful financial advisor will be able to: * Identify... more

Nov 20 Financial Advisor Associate - Winchester Branch JPMorgan Chase Campbell, CA

Investment Services Financial Advisor A global financial powerhouse, J.P. Morgan ... exceptional service. A successful financial advisor will be able to: Identify... more

Nov 20 Financial Advisor San Jose, CA

Interviews clients to determine financial position, resources, assets ... and the Firm. May develop and implement financial plans, and sell insurance, real... more

Nov 16 Middle Market or Business Banking Sr. Client Manager (Commercial Specialist) - 0900042287 Bank of America San Jose, CA

made to the commercial bank from the Financial Advisor Channel. In short, you ... role. As the primary point of contact for Financial Advisors, this position will... more

Nov 16 Middle Market or Business Banking Sr. Client Manager (Commercial Specialist Bank of America San Jose, CA

made to the commercial bank from the Financial Advisor Channel. In short, you ... role. As the primary point of contact for Financial Advisors, this position will... more

Nov 16 Software Services Account Manager - Support Sales (Pipeline) Hewlett-Packard - Sales Cupertino, CA

to support building strategic trusted advisor status_ ANALYTICAL SKILLS - ... solutions and business opportunities._ FINANCIAL ACUMEN - _Exhibits authoritative... more

Nov 14 Life Agent New York Life Insurance San Jose, CA

companies and a major force in the financial services industry. By staying true ... as "The Company You Keep" Life agent, financial advisor, life license, series 6,... more

Nov 13 Financial Services Agent New York Life Insurance San Jose, CA

companies and a major force in the financial services industry. By staying true ... as "The Company You Keep" Life agent, financial advisor, life license, series 6,... more

Nov 12 Lead Product Mgr - Remedy ITSM BMC Software San Jose, CA

line director to define the strategy, financial plan and key investments for the ... playing the role of product expert / advisor and is a focal point for product... more

Nov 10 Financial Advisor Job Ameriprise Financial - Puget Sound Region Cupertino, CA

Job Title: Financial Advisor Job Profession: Analysis/Consulting/Project Management ... you!JOB SUMMARYThe successful Financial Advisor is a master at building... more

Nov 10 Financial Advisor for FORTUNE magazine's No. 2 "Be... Edward Jones Santa Cruz, CA

leads to success as a Financial Advisor? Edward Jones believes in doing business the ... long-term clients. As an Edward Jones Financial Advisor you will: Work... more

Nov 10 Financial Advisor for FORTUNE magazine's No. 2 "Be... Edward Jones San Jose, CA

leads to success as a Financial Advisor? Edward Jones believes in doing business the ... long-term clients. As an Edward Jones Financial Advisor you will: Work... more

Nov 10 Financial Advisor for FORTUNE magazine's No. 2 "Be... Edward Jones Salinas, CA

leads to success as a Financial Advisor? Edward Jones believes in doing business the ... long-term clients. As an Edward Jones Financial Advisor you will: Work... more

Nov 10 Senior Manager -Planning & Forecasting/Performance Management - Financial Management IBM San Jose, CA

At least 2 years experience in financial industry: banking, financial ... At least 5 years experience in financial industry: banking, financial... more

Nov 10 Finance Shared Services & Outsourcing - Managing Consultant- Financial Management IBM San Jose, CA

At least 2 years experience in financial industry: banking, financial ... At least 5 years experience in financial industry: banking, financial... more

Nov 09 Vice President/Assistant Superintendent, Business Services Cabrillo College Aptos, CA

and finance, and serves as the chief financial advisor to the ... business officer managing all district financial policies, procedures and... more

Nov 09 Vice President/Assistant Superintendent, Business Services Cabrillo College Aptos, CA

and finance, and serves as the chief financial advisor to the ... business officer managing all district financial policies, procedures and... more

Nov 05 Financial Advisor Ameriprise Cupertino, CA

Advisor Services, Inc. is a diversified financial services Company dedicated to ... you! JOB SUMMARY The successful Financial Advisor is a master at building... more

Nov 05 Branch Manager Ameriprise San Jose, CA

career at Ameriprise Financial. Ameriprise Financial is an equal opportunity employer. ... -Maintain Investment Advisor Representative registration in investment advisor... more

Nov 03 Wm Financial Advisor Wells Fargo San Jose, CA

investment profile and evaluate client s financial needs. Determines which financial ... products best meet the client s needs and financial circumstances. Recommends... more

Nov 03 Financial Advisor Ameriprise Cupertino, CA

Advisor Services, Inc. is a diversified financial services Company dedicated to ... you! JOB SUMMARY The successful Financial Advisor is a master at building... more

Nov 03 Branch Manager Ameriprise San Jose, CA

career at Ameriprise Financial. Ameriprise Financial is an equal opportunity employer. ... -Maintain Investment Advisor Representative registration in investment advisor... more

Nov 02 Financial Advisor Ameriprise Cupertino, CA

Advisor Services, Inc. is a diversified financial services Company dedicated to ... you! JOB SUMMARY The successful Financial Advisor is a master at building... more

Nov 02 Branch Manager Ameriprise San Jose, CA

career at Ameriprise Financial. Ameriprise Financial is an equal opportunity employer. ... -Maintain Investment Advisor Representative registration in investment advisor... more

Oct 30 Principal Product Mgr - USA (B) BMC Software San Jose, CA

line director to define the strategy, financial plan and key investments for the ... playing the role of product expert / advisor and is a focal point for product... more

Oct 29 Lead Product Mgr - Remedy ITSM BMC Software San Jose, CA

line director to define the strategy, financial plan and key investments for the ... playing the role of product expert / advisor and is a focal point for product... more

Oct 27 Financial Advisor San Jose, CA

Our client is a leading financial services firm seeking experienced sales and/or ... management professionals to join their Financial Advisor training program. You will... more

Oct 27 SAP Functional CRM Manager PricewaterhouseCoopers San Jose, CA

and customer relationship skills as well as financial and accounting expertise. Through ... career path with a leading Global Business Advisor. Job Description: The SAP... more

Oct 19 Sales Engineer IV Level 3 Communications San Jose, CA

convey and sell the technical, operational, financial and strategic benefits for an ... a? May act as mentor, coach or technical advisor to more junior colleagues a? May... more

Oct 16 Financial Advisor San Jose, CA

management professionals to join their Financial Advisor training program. The ... experience and a strong interest in the financial markets. You will be given a great... more

Oct 15 Senior Advisor - CMG Santa Clara, CA

wine industries. Offering diversified financial services we provide clients with ... Job Description: Independent senior advisor providing consultative sales with a... more

Oct 12 Sales Engineer IV- TELECOM- VOICE Level 3 Communications San Jose, CA

convey and sell the technical, operational, financial and strategic benefits for an ... a? May act as mentor, coach or technical advisor to more junior colleagues a? May... more

Oct 08 ERS Consultant, Business Risk (Intern) Deloitte San Jose, CA

operational processes, internal auditing, financial reporting and other internal ... effectiveness and efficiency of governance, financial and operational control processes,... more

Oct 07 Associate Advisor DeVry San Jose, CA

potential, traits, characteristics, and financial wherewithal to stay-the-course and ... requirements; refers students to financial aid department so that financial... more

Oct 07 Associate Advisor DeVry San Jose, CA

potential, traits, characteristics, and financial wherewithal to stay-the-course and ... requirements; refers students to financial aid department so that financial... more