Academic Advisor (9 Positions) CSU CareersAcademic 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) CSU CareersSenior 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.
Affluent Wealth Advisor First Citizens BankAffluent Wealth AdvisorMenlo Park, California$106,000–$150,000 / yearFull timeQualifications: Bachelor's Degree and 2 years of experience in Financial Services relationship management, banking, Private Banking or Wealth Management OR High School Diploma or GED and 6 years of experience in Financial Services relationship management, banking, Private Banking or Wealth Management. License or Certification Type: Valid Series 7, 63 and 65 or 66 licenses Required, Valid state insurance licenses RequiredSkill(s): Client Relationship Management, Structured Sales Process, Knowledge of Banking and Securities Products and Services, Financial Planning, Credit Underwriting, Business Development.
Personal Financial Advisor Sales MatchPersonal Financial AdvisorSan Jose, CaliforniaRemoteIf you are passionate about personal finance and enjoy helping clients plan for their future, this is a great opportunity for you to work remotely and make a meaningful impact. In this role, you will provide individualized financial advice to clients, helping them manage their personal finances and achieve their financial goals.
Wealth Management Advisor - Hollister, CA US BankWealth Management Advisor - Hollister, CAFreedom, CA$65,000–$80,200 / yearWMAs advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp Investment's open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
School Advisor- Education Front Desk Think AcademySchool Advisor- Education Front DeskCupertino, California$22–$28 / hourThe School Advisor and Coordinator represents the image of Think Academy — responsible for welcoming new families, guiding them through program options, and ensuring that both new and existing students enjoy a positive, supportive experience at the campus. As the first point of contact for parents and students, you will conduct learning assessments, analyze students' academic needs, recommend personalized learning pathways, and guide families through the enrollment process.
Wealth Management Advisor - Monterey, California US BankWealth Management Advisor - Monterey, CaliforniaWatsonville, CA$65,000–$80,200 / yearWMAs advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp Investment's open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Student Advisor Think AcademyStudent AdvisorSan Jose, CaliforniaTheThinkAcademy.com ), is recently established education technology (Ed-Tech) company to provide K-12 extra-curricular learning services through science and technology. At Think Academy, we provide full cycle service to foster local children’s ability to think critically, to strengthen their logic skills, and to help them fulfill their goals through innovative teaching techniques.
Wealth Management Advisor - San Jose CA U.S. BankWealth Management Advisor - San Jose CASan Jose, CaliforniaWMAs advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp Investment's open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Senior Academic Advisor - 7 Positions CSU CareersSenior Academic Advisor - 7 PositionsSan 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.
Luxury Experience Advisor Travel With LaniLuxury Experience AdvisorDublin, CaliforniaWe are seeking Luxury Experience Advisor to assist clients with customized travel arrangements. Book travel services such as flights and hotels.
Senior Home Lending Advisor - San Mateo CA JPMorgan Chase Bank, N.A.Senior Home Lending Advisor - San Mateo CASan Mateo, CAFull timeJob Profile: Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
NewAI - Product Management - Sr Advisor II FiservAI - Product Management - Sr Advisor IISunnyvale, CaliforniaYou will work across Engineering, Architecture, Security, Risk, Compliance, Legal, and user experience teams to deliver secure, scalable platform capabilities for regulated financial services. 6+ years of experience working with cloud-native systems, application programming interfaces, identity and access management, authorization, data access, governance, and security concepts.
J.P. Morgan Wealth Management - Private Client Advisor - Union City, CA and Surrounding Areas JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Union City, CA and Surrounding AreasUnion City, CAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Wellness Advisor (Sales) YogaSix - Northern CaliforniaWellness Advisor (Sales)Mountain View, CASuccessful Wellness Advisors develop a broad and marketable skill set through their time in this role that are transferable throughout the boutique fitness space, as well as many industries outside of the fitness industry. DUTIES : ● New Member Acquisition and Retention: A successful studio depends on supporting prospective students through the following life cycle: Booking Appointments.
Financial Advisor (Foster City) SummitryFinancial Advisor (Foster City)Foster City, CA$115,000–$150,000 / yearAdvisors maintain a focused client base (typically fewer than 100 households) and manage an established book of client relationships while contributing to organic growth through client referrals, COI relationships, and partnership with the firm’s Business Development team. CFP Certified (or 7 years of advisory services in a lead-advisor role, with comprehensive financial planning and business development experience; must pass the CFP within 2 years of hire).
NewSenior Financial Advisor (Foster City) SummitrySenior Financial Advisor (Foster City)Foster City, CA$150,000–$225,000 / yearAdvisors maintain a focused client base (typically fewer than 100 households) and manage an established book of client relationships while contributing to organic growth through client referrals, COI relationships, and partnership with the firm’s Business Development team. The Senior Financial Advisor (SFA) serves as the primary relationship owner for high-net-worth clients, delivering comprehensive financial planning and investment guidance.
NewAssociate Financial Advisor (Foster City) SummitryAssociate Financial Advisor (Foster City)Foster City, CA$85,000–$115,000 / yearThe Associate Financial Advisor (AFA) is a client-facing advisor-in-training role responsible for managing and growing relationships, while building the technical and advisory skills required to become a Financial Advisor. Join an innovative and collaborative team dedicated to becoming the most admirable advisory firm, helping families thrive amid the unique opportunities and challenges of life in the Bay Area.
Senior Wealth Advisor Columbia Banking System, Inc.Senior Wealth AdvisorSan Jose, CAThe Senior Wealth Advisor is expected to consistently maintain and build a book of business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. They also must have the ability to grow and manage a large book of business encompassing business development, financial planning, asset management, pipeline management, and a high-level understanding of most client financial considerations.
Senior Wealth Advisor Columbia BankSenior Wealth AdvisorSan Jose, CAThe Senior Wealth Advisor is expected to consistently maintain and build a book of business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. They also must have the ability to grow and manage a large book of business encompassing business development, financial planning, asset management, pipeline management, and a high-level understanding of most client financial considerations.