Certified Financial Planner Jobs in Market, CA
Bank of America
San Jose, CA
Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Bank of America
San Jose, CA
Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Magellan Health
Mountain View, CA
Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Northwestern Mutual
Menlo Park, CA
Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis. Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community.
UNAVAILABLE
Menlo Park, CA
Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis. Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community.
Advisor Employee Services
San Jose, CA
Initial duties include working alongside the main Advisor, servicing existing clients, completing training and executing on para planning in all 5 areas of retirement planning: tax, medical, income, investment, and legacy. If 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!
TIAA
Palo Alto, CA
Deeply curious with a demonstrated ability to uncover the needs of the client.•Giving and receiving constructive feedback are hallmarks of your character.•Unlocking the value of bringing people together to leverage their skills, talents, and knowledge to achieve a common purpose is your north star.•Manages time and resources efficiently and effectively to bring compounding value and excellence to our clients.•Motivated by finding solutions, you maintain an entrepreneurial mindset in pursuit of growth.•Takes tremendous pride in your knowledge of investment solutions and planning prowess to diagnose the needs of clients and propose solutions that fit each client's unique scenario, and unwavering work ethic.•Thrives in an environment of empowerment and accountability, learns from mistakes, and applies the learning to drive performance. Supported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve.
Edward Jones
$45000 - $100000 undefined
Redwood City, CA
Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.
CALIFORNIA MINORITY COUNSEL Program
Palo Alto, CA
If hired, employee will be in an “at-will position” and the firm reserves the right to modify base salary (as well as any other discretionary payment or compensation or benefit program) at any time, including for reasons related to individual performance, firm or individual department/team performance, and market factors. The base salary or hourly wage range for this position will be determined during the interview process and will vary based on multiple factors, including but not limited to prior experience, relevant expertise, current business needs, and market factors.
Charles Schwab Corporation
Menlo Park, CA
You’ll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space.
Beacon Pointe Advisors LLC
Campbell, CA
This individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals to deliver our allWEALTH experience: enhancing our clients’ lives through alignment of their wealth and what matters most. Serving as liaison to firm professionals and clients services associates in the research, review and execution of sensitive and/or high priority investment related tasks.
Certified Mobile Notary Service
San Jose, CA
Whether you’re just starting or looking to expand your notary business, Certified Mobile Notary Service (CMNS) provides the training, certification, and job placement services you need to succeed. Growing Industry Demand – Real estate, mortgage, and legal industries rely on skilled notary signing agents.
Thrivent
Redwood City, CA
It serves as a resource to Financial Advisors and clients in handling, researching, and communicating inquiries regarding their accounts and supports the daily operations of the practice, including, but not limited to utilizing Thrivent computer systems and programs in support of client relations and planning activities of the Financial Advisors, supports securities and insurance-related tasks and other administrative tasks as assigned. Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs.
Basico
Sunnyvale, CA
More specifically, your responsibility will be wide and cover all disciplines from month-end closing, monthly reporting and consolidation to annual group reporting, cash flow management and input to board meetings. As Group Finance Director, you will create value by securing a high level of transparency within your scope to impact positively on business performance and support decision-making within the company’s governance framework.
Jobot
$125000 - $160000 YEAR
Milpitas, CA
The base pay range that the Company reasonably expects to pay for this position in California is $125,000 - $150,000+; the pay ultimately offered may vary based on business considerations, including job-related knowledge, skills, experience, and education. Managing accounting and periodic review and assessments for certain complex accounting areas including business combinations, debt, impairment assessments, restructuring, investments, consolidation, stock-based compensation, and lease accounting.
KPMG Careers
Santa Clara, CA
Bachelors degree or masters' degree in Engineering, Architecture, Building Science, Construction Management, or a related field from an accredited college or university; Professional Engineer, Project Management, Certified Construction Manager, Certified Public Accountant, American Institute of Architects, or other professional certification is preferred. Demonstrated client coordination and subcontractor management for full life cycle construction projects including planning and work breakdown structures, pre-construction services, sourcing and procurement of contracts, contract administration, scheduling, cost estimating, quality management, project reporting, and project closeout.
Thrivent
Redwood City, CA
It serves as a resource to Financial Advisors and clients in handling, researching, and communicating inquiries regarding their accounts and supports the daily operations of the practice, including, but not limited to utilizing Thrivent computer systems and programs in support of client relations and planning activities of the Financial Advisors, supports securities and insurance-related tasks and other administrative tasks as assigned. Organization/Business Overview: San Francisco Peninsula Group, an established financial services practice for Thrivent located in both San Francisco, CA and Redwood City, CA, is looking to grow and support a full-time Financial Professional.
Meta
Menlo Park, CA
You will work on high-profile strategic and operational initiatives, deliver business analytics and insights, and facilitate the growth of our financial & business planning processes to support an increasingly complex ecosystem. Meta is committed to providing reasonable support (called accommodations) in our recruiting processes for candidates with disabilities, long term conditions, mental health conditions or sincerely held religious beliefs, or who are neurodivergent or require pregnancy-related support.