Financial Advisor BMO (Bank of Montreal)Financial AdvisorAntioch, CA$63,300–$117,200 / yearBuilds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run function.
NewMembership Advisor - San Mateo CrunchMembership Advisor - San MateoSan Mateo, CA$3,000–$5,000 / hourResponsibilities: Attract business via member referrals, cold calls, corporate lead generation, territory outreach, telephone inquiries, sales follow up. If you are extremely client oriented, highly motivated, love developing a meaningful rapport with your clients and have the ability to communicate with persuasiveness, then you need to apply!
Academic Advisor (9 Positions) 9 PositionsAcademic Advisor (9 Positions)San José, CaliforniaPursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, the Annual Security Report (ASR) is also now available for viewing at https://www.sjsu.edu/clery/docs/SJSU-Annual-Security-Report.pdf. Education Code 89521 Requirements: Applicants will be required to disclose whether they have received a final administrative decision or final judicial decision determining that they have committed sexual harassment within the last 7 years only after a determination is made that they meet the minimum qualifications for the position, and before an offer of employment is extended.
Senior Academic Advisor - Students in Transition (2 positions) 2 positionsSenior Academic Advisor - Students in Transition (2 positions)San José, CaliforniaUnder the limited supervision of the Managing Director for the Exploratory Student Success Center, the Senior Academic Advisor - Students in Transition supports the enrollment, retention, and graduation of former students returning to San José State University. The incumbent develops and delivers programming, workshops, and materials designed to promote academic success and belonging, while also employing data-driven case management strategies to track student progress and implement timely interventions.
Wealth Advisor - Mechanics Bank LPL Financial ServicesWealth Advisor - Mechanics BankDanville, CA$66,560–$80,000 / yearJob Overview: A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66.
Gucci Client Advisor - Valley Fair Kering GroupGucci Client Advisor - Valley FairSanta Clara, CA$18.70–$19 / hourEnsure to be up-to-date knowing fashion trends and competitors (products, campaigns, fashion trends, services, etc) and clients' segmentation to come up with the best possible solutions for our clients. As the Client Advisor, you are the Gucci brand ambassador responsible for achieving sales objectives by deepening client connections to Gucci and providing them with the best-in-class service, elevated and unique experience, and strong client relationships.
Financial Advisor - Patelco Credit Union LPL Financial ServicesFinancial Advisor - Patelco Credit UnionSan Mateo, CAThis employment opportunity at Patelco Credit Union in San Mateo, CA would allow you to join the Investment Program at Patelco Credit Union as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Patelco Credit Union for financial solutions.
Physician Advisor, Care Progression, Sutter Delta Medical Center Sutter HealthPhysician Advisor, Care Progression, Sutter Delta Medical CenterAntioch, CaliforniaSome awareness of healthcare reimbursement systems: Health Maintenance Organization (HMO), Preferred Provider Organization (PPO), Patient Processing Service (PPS),Centers for Medicare and Medicaid Services (GR) Grouper (CMS) preferred. The Physician Advisor (PA) conducts clinical reviews on cases referred by UM/CM staff and or other healthcare professionals to meet regulatory requirements in accordance with the hospital objectives for assuring quality patient care and effective, efficient utilization of health care services.
HVAC Comfort Advisor One Hour Heating & Air ConditioningHVAC Comfort AdvisorVallejo, CaliforniaJOB SUMMARY This position provides customer options, design, and education in the sale of replacement HVAC systems in a residential and light commercial setting. All inquiries about employment, benefits, scheduling, and compensation at this franchise should be made directly to the franchise location, and not to One Hour Heating and Air Conditioning Corporate.
Personal Security Advisor PG&E CorpPersonal Security AdvisorOakland, CAThe Personal Security Advisor is a highly trained professional responsible for the safeguarding of the Chief Executive Officer (CEO) and other Senior Officers by conducting security advances, threat assessments, planning secure routes, providing close physical protection and responding to potential security threats. Continuously maintain and enhance proficiency in all aspects of the executive security program, including secure driving techniques, conducting security advances, providing protection, utilizing de-escalation tactics, firearms proficiency, medical training, site security assessments, and the latest security technologies.
Bottega Veneta Client Advisor, Nordstrom Valley Fair Kering GroupBottega Veneta Client Advisor, Nordstrom Valley FairSan Jose, CA$21–$23 / hourHow you will contribute: Meet and exceed monthly sales goals and KPI's thru client outreach; developing new clients via appointments and consignments, informing all clients of new collection deliveries, in-store events and relevant brand initiatives. Effectively utilize the Bottega Veneta Client Journey and other selling techniques (cross-selling, multiple selling, upselling, etc.) to maximize each transaction, improve KPI's and close sales.
At‑Work Financial Advisor - BMO Bank LPL Financial ServicesAt‑Work Financial Advisor - BMO BankSan Jose, CA$100,000–$140,000 / yearThis employment opportunity at BMO Bank in San Jose, CA would allow you to join the Investment Program at BMO Bank as a At‑Work Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to BMO Bank for financial solutions.
Financial Advisor - BMO Bank LPL Financial ServicesFinancial Advisor - BMO BankBurlingame, CA$100,000–$140,000 / yearThis employment opportunity at BMO Bank in Burlingame, CA would allow you to join the Investment Program at BMO Bank as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to BMO Bank for financial solutions.
High School College Advisor Amethod Public SchoolsHigh School College AdvisorRichmond, CA$69,000–$75,000 / yearBuilding upon AMPS' strong tradition of academic excellence, this role focuses on preparing students for college success by providing comprehensive guidance, support, and resources. Our mission is to provide a rigorous college preparatory education and character development program that will prepare students from underserved communities to succeed in college and beyond.
Travel Marketing Advisor (Flexible Schedule) PrestigetravelpartnerTravel Marketing Advisor (Flexible Schedule)San Jose, CaliforniaRemoteYour role focuses on managing client interactions, creating engaging content, promoting travel experiences, and ensuring each trip runs smoothly through clear communication and strategic follow-up. You will work closely with clients to understand their goals, personalize their experience, and use digital platforms to build trust, visibility, and long-term relationships.
Lead Financial Advisor - Pleasanton, CA Advisor Talent SolutionsLead Financial Advisor - Pleasanton, CAPleasanton, CaliforniaIf you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service; always putting clients first.
Financial Advisor with Business Development Background Walnut Creek - Northwestern MutualFinancial Advisor with Business Development BackgroundWalnut Creek, CAFull timeWhy BD Professionals Could Thrive Here : Leverage Your Client-Facing Expertise: BD experienced individuals excel in building trust, presenting solutions, and guiding decision-making — the same skills that drive success in financial services when helping clients navigate important financial choices. Prior Experience: First starting as an intern at Northwestern Mutual, then after graduating went into elementary school teaching, then moved into corporate sales, where she developed strong client relationship and communication skills, and then ultimately moved back into the finance space where she is on an ensemble team with her father and brother.
HVAC Comfort Advisor - In Home Sales - San Jose, CA Atlas Trillo Heating & Air ConditioningHVAC Comfort Advisor - In Home Sales - San Jose, CASanta Clara, California$100,000–$250,000 / yearFull timeJoin American Residential Services (ARS) , the nation’s largest provider of residential HVAC, plumbing, and electrical services , with over 7,000 team members and more than 45 years of experience delivering trusted home comfort solutions to customers across the country. Experience in the skilled trades business model is preferred; HVAC, Plumbing, Pest Control, Lawn Care, Roofing, Air Conditioning, Siding, Windows, Solar, Counter Tops, Kitchen & Baths, Security, etc.
Licensed Financial Advisor Opportunities Valued Merchant ServicesLicensed Financial Advisor OpportunitiesSan Francisco, CAFull timeWe are conducting a confidential search on behalf of a premier global investment banking and wealth management firm seeking experienced Financial Advisors with approximately $25M-$50M in transferable assets under management (AUM) . Whether you're looking to transition your existing practice or build alongside a senior advisor, this firm offers multiple pathways for experienced professionals committed to delivering exceptional client outcomes.
Financial Advisor Golden Summit Wealth & Insurance Solutions a MassMutual FirmFinancial AdvisorSan Jose, CA$90,000–$150,000 / yearAt Golden Summit Wealth, you can continue developing your own practice while gaining access to mentorship, joint work, planning resources, in-house specialists, and a collaborative advisor community. Golden Summit Wealth & Insurance Solutions is looking for financial advisors, insurance advisors, financial representatives, and licensed professionals with at least one year of industry experience.