72 Results for

Financial Advisor Jobs in Hancock, CA

Jobs

San Jose, CA14 days ago

You'll leverage your expertise to help us navigate growth challenges, optimize financial operations, and prepare for a successful IPO.Key ResponsibilitiesOffer strategic advice on financial planning, budgeting, and forecasting to support rapid scaling. Strong track record in financial strategy, fundraising, and scaling operations in a Silicon Valley or similar fast-paced environment.

New!

San Jose, CA4 days ago

$170,000–$240,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The ideal candidate will have a strong background in sophisticated estate planning, wealth transfer strategies, and trust administration, with the ability to manage complex client relationships and deliver tailored legal solutions.

New!

San Jose, CA4 days ago

$120,000–$160,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Draft and review estate planning documents, including revocable and irrevocable trusts, wills, powers of attorney, advance healthcare directives, and beneficiary designations.

Campbell, California8 days ago

$61,000–$250,000 Per Year

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC(NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.

New!

Foster City, CA2 days ago

$150,000–$225,000 Per Year

Advisors 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.

San Mateo, California30+ days ago

This includes comparing and evaluating possible investment options for individual clients, identifying investment strategies and potential investments based on market conditions and clients’ particular circumstances, and assessing the timing of investments by analyzing market conditions to determine the optimum times to conduct securities transactions for clients. Ability to communicate successfully and in a professional manner with clients, above average math aptitude, excellent oral and written communication skills, excellent decision making and problem-solving skills, superior amount of computer literacy and proofreading capabilities and strong organizational skills.

San Jose, CA8 days ago

$300,000–$500,000 Per Year

At MassMutual Northern California, experienced advisors can align with a firm that values independence while providing the infrastructure and resources to scale. Location: Pleasanton | Walnut Creek | San Jose | San Mateo | Roseville (Hybrid).

San Jose, CA8 days ago

$110,000–$300,000 Per Year

Golden Summit positions itself as a place where advisors can run their practice with flexibility while tapping into a collaborative team, integrated planning resources, and dedicated support. You may have started building relationships and advising clients, but you are now looking for a firm that offers stronger support, more planning resources, and room to grow.

Campbell, CA30+ days ago

Remote

$90,000–$120,000

Assist financial advisors by handling administrative tasks, coordinating client communications, and managing client accounts to allow advisors to focus on strategic relationship-building and financial planning. Take ownership of day-to-day operational tasks by attending client meetings and coordinating follow-up tasks, coordinating portfolio updates, and resolving client requests in a timely and accurate manner.

Palo Alto, CA30+ days ago

$70,300–$99,900 Per Year

Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. + Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.

Palo Alto, CA30+ days ago

Full-time

Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite . Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.

San Jose, CA8 days ago

The 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.

Santa Clara, CA30+ days ago

Using 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.

San Jose, CA30+ days ago

San Jose, CA28 days ago

Remote

$105,000–$120,000 Per Year

BrightPlan is a leader in Total Financial Wellness, delivering a comprehensive global solution that supports employees’ financial health at every stage of life, empowering HR teams to enhance the employee experience and better attract, retain, and engage talent. You will serve as the central point of coordination across multiple teams, ensuring that workflows run smoothly, deliverables are completed on time, and cross-functional efforts remain aligned.

Millbrae, CA30+ days ago

Full-time

Union City, CA30+ days ago

Full-time

Palo Alto, CA30+ days ago

Full-time

San Jose, CA30+ days ago

Full-time

San Jose, CA30+ days ago

Full-time

San Jose, CA30+ days ago

Full-time

San Jose, California30+ days ago

$81,900–$147,600 Per Year

Licenses and/or exams necessary for this position include: Resident state Life/Health and Variable Annuity license; non-resident state Life/Health and Variable Annuity licensing for all non-resident states in which business will be conducted. Posting Window: We will accept applications for 3 full days following the Original Posting Date, after which the posting may remain open or be removed based upon applications received.

Menlo Park, CA27 days ago

Full-time

Work closely with Specialists, including Private Client Advisors, Financial Planners, Home Lending Advisors, and Business Relationship Managers, to link clients with experts who can address their unique financial needs. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.

New!

Sunnyvale, CA3 days ago

Full-time
Employee

Experience in generally accepted accounting principles (GAAP), with a focus on consolidation (ASC 810), derivatives and hedging (ASC 815), lease accounting (ASC 842), and guarantee accounting (ASC 460) in a public accounting or multinational company setting. In this role, you will act as the key accounting business advisor for energy-related agreements like Power Purchase Agreements (PPAs), Renewable Energy Credits (RECs), Energy Service Agreements (ESAs).

San Jose, CA30+ days ago

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.

Palo Alto, CA30+ days ago

Full-time

Whether you're an experienced professional or just starting out, Legacy Harbor Advisors invites you to join us as a Sales Advisor under a 1099 contract. Products Offered: Indexed Universal Life (IUL), Annuities, Life Insurance, and other financial solutions.

Palo Alto, CA30+ days ago

Full-time

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.

Milpitas, CA30+ days ago

Full-time

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.

San Jose, CA30+ days ago

Full-time

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.

Saratoga, CA30+ days ago

Full-time

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.

Pleasanton, CA8 days ago

$200,000–$400,000 Per Year

If you’re passionate about holistic wealth planning and want a platform that matches your ambition, MassMutual Northern California offers just that. Location: Pleasanton | Walnut Creek | San Jose | San Mateo | Roseville (Hybrid).

San Jose, California11 days ago

Remote

AO Globe Life, one of the fastest-growing financial services organizations in North America, is expanding and seeking motivated Benefit & Sales Advisor to join our nationwide team. Whether you're an experienced professional in sales or customer service, or someone ready to start a new career, well give you the training, mentorship, and tools to help you thrive, NO EXPERIENCE needed but a PLUS! all from the comfort of your home.

Mountain View, CA18 days ago

Full-time
Employee

The goal of financial planning and analysis (FP&A) is to create financial insights that make Google better by unpacking business problems to drive business growth, reveal opportunities, manage risk, and steward scarce resources. From developing forward-thinking analysis to generating management reports to scaling our automated financial processes, the Finance organization is an important partner and advisor to the business.

Mountain View, CA18 days ago

Full-time
Employee

From developing forward-thinking analysis to generating management reports to scaling our automated financial processes, the Finance organization is an important partner and advisor to the business. As someone who knows the workings of the core Finance team inside and out, you'll lead individual projects to transform planning, tracking and control processes.

Mountain View, CA18 days ago

Full-time
Employee

Support Marketing’s resource allocation processes, including headcount and payroll planning, provide data-driven insights to support decision-making, ensuring alignment with business objectives. Support monthly, quarterly and annual financial planning cycles, driving visibility into Google’s Marketing spend and resource planning decisions, contribute to Marketing’s Plan and Annual Planning processes and deliverables.

San Benito County, CA17 days ago

$49,920–$56,160

Build and maintain referral-generating partnerships that support access to Enhanced Care Management, Community Supports, Behavioral Health, Street Medicine, and Case Health Worker services. Through in-person outreach and strong partnerships with community-based organizations, they help create reliable referral pathways across healthcare, behavioral health, housing, and other essential supports.

Menlo Park, CA30+ days ago

They will have a comprehensive understanding of finance business processes, experience in designing and auditing internal controls, and effective communication skills to build stakeholder relationships and navigate ambiguity in a changing environment. The Risk and Controls Advisor will work closely with our Finance Business Process Owners and cross functional partners in IT and Internal Audit to support identification and mitigation of financial reporting, operational and related systems risks.

Pleasanton, CA30+ days ago

$86,200–$107,700 Per Year

The Mortgage Financing Advisor is primarily responsible for precontract and preapproval advisory conversations with potential homebuyers to include builder sales training and support, mortgage loan backlog management, marketing efforts and relationship management across all stakeholders. No fee will be owing or paid to Recruiters who submit unsolicited candidates, in the event the candidate is hired by PulteGroup, Inc. or its affiliates as a result of the referral, without a written agreement between PulteGroup, Inc. and through any means other than via our Applicant Tracking System.

San Jose, California30+ days ago

$65,000–$75,000 Per Year

The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. The Loss Control Advisor also conducts inventories of hazardous materials (HMI) and produces a survey of related hazardous conditions, while also assisting customers with compliance Business Plan requirements.

New!

Sunnyvale, CA2 days ago

Full-time
Employee

The Google Data Center team builds and operates private data center fleets in the world, and Google powers that fleet with renewable energy. From developing forward-thinking analysis to generating management reports to scaling our automated financial processes, the Finance organization is an important partner and advisor to the business.

Mountain View, CA18 days ago

Full-time
Employee

You will be responsible for examining user behavior trends, competitive analysis, as well as conducting/reviewing incrementality studies, and developing scalable financial tools to drive strategic decisions and optimize investment levels. From developing forward-thinking analysis to generating management reports to scaling our automated financial processes, the Finance organization is an important partner and advisor to the business.

Sunnyvale, CA16 days ago

Full-time
Employee

Note: By applying to this position you will have an opportunity to share your preferred working location from the following: Sunnyvale, CA, USA; Chicago, IL, USA.Minimum qualifications: Bachelor's degree in Business, Finance, Economics, Statistics, or another quantitative field, or equivalent practical experience. Identify, evaluate, and prioritize risks followed by coordinated and economical application of resources to minimize, monitor, and control the probability or impact of unfortunate events or to maximize the realization of opportunities.

Sunnyvale, CA16 days ago

Full-time
Employee

Note: By applying to this position you will have an opportunity to share your preferred working location from the following: Sunnyvale, CA, USA; Chicago, IL, USA; Kirkland, WA, USA.Minimum qualifications: Bachelor's degree in Business, Finance, Economics, Statistics, or another quantitative field, or equivalent practical experience. We are hiring across the Google Cloud ecosystem and you will have the opportunity to support unique areas ranging from Cloud Product and Infrastructure cost management to Go-to-Market (GTM) strategy for AI solutions and professional services.

MOUNTAIN VIEW, CA30+ days ago

Strategic planning: Be a trusted advisor to the QuickBooks Payments leadership team to develop and refine our 1- and 3-year strategic plans, proactively highlighting risks and opportunities related to business growth and drive optimal investment decisions through data-driven insights and business modeling expertise. The Small Business and Self Employed Group (“SBSEG”) is Intuit’s largest business unit with $8B+ in revenue, serving 8M+ customers with the QuickBooks line of products including accounting, payments, payroll, capital lending and banking.

Santa Clara, CA30+ days ago

Remote

You will run long, complex sales cycles where outcomes depend on your ability to diagnose real business problems, align stakeholders, and defend value under scrutiny. Designed for rapid code-less deployment with flexible, advanced capabilities for IT and business teams, enterprises can transform customer and employee journeys at scale in the fastest time to value.

Sunnyvale, CA30+ days ago

Full-time
Employee

Support New Product Introduction (NPI) initiatives by creating unit economics analyses of products such as newly built AI agents and building comprehensive profit and loss for new products and monetization channels of Gemini Enterprise. Influence the product roadmap through partnership with product development teams to provide a financial risk analysis to help define product pricing strategies and quota limits that provide guardrails to protect long-term margins.

Campbell, California8 days ago

$500–$1,000 Per Year
Intern

Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.

Palo Alto, CA30+ days ago

$133,000–$210,000 Per Year

Knowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds) will also be a plus. You should approach clients with a goal-oriented approach; to that end, you will need to learn about the various products and platforms (investment, banking and lending) available to our advisors across JPMWM in order to identify issues and opportunities to engage with clients.

Menlo Park, CA30+ days ago

Our WM business is one of the largest in the world with more than *** trillion in client assets, *** billion in lending balances, and nearly 16,000 Financial Advisors in 600+ offices across the U.S. Our Financial Advisors focus on delivering timely, customized solutions and services that help clients meet their financial and life goals. This includes state-of-the-art technology for a nationwide network of Private Bankers and product specialists who work with Financial Advisors to provide access to products and services such as online banking, cards, deposit products, residential mortgages, securities-based loans and tailored lending.

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Financial Advisor Jobs in Hancock, CA

Jobs

CFO AdvisorJoseph Michaels International

Trusts and Estates AttorneyJobot

Trusts and Estates ParalegalJobot

Financial AdvisorNorthwestern Mutual

Senior Financial AdvisorSummitry

Financial Advisor IIPatelco Credit Union

Senior Financial Advisor — Experienced & Ready for ChangeGolden Summit Wealth & Insurance Solutions a MassMutual Firm

Financial AdvisorGolden Summit Wealth & Insurance Solutions a MassMutual Firm

Associate Advisor / Relationship Manager - Fully RemoteRIA Recruiting

J.P. Morgan Advisors - Senior Client Associate - Palo Alto, CAJPMorgan Chase

J.P. Morgan Advisors - Senior Client Associate - Palo AltoJPMorgan Chase Bank, N.A.

Senior Wealth AdvisorColumbia Bank

J.P. Morgan Wealth Management - Private Client Advisor - Santa Clara, CA (Homestead and Kiely)JPMorgan Chase

J.P. Morgan Wealth Management - Private Client Advisor - South San Jose, CAJPMorgan Chase

Project Manager, Financial Advisory & EducationConfidential Company

J.P. Morgan Wealth Management - Private Client Advisor - Millbrae, CA and Surrounding AreasJPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Union City, CA and Surrounding AreasJPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Menlo Park, CA and Surrounding AreasJPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - South San Jose, CAJPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - North San Jose, CAJPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - San Jose, CA (Oakland Rd and Brokaw Rd)JPMorgan Chase Bank, N.A.

Managing Director - Principal Financial Network (San Jose, CA)Principal Financial Group

Sr Private Client Banker - Menlo Park Sand Hill Financial Center - Menlo Park, CAJPMorgan Chase Bank, N.A.

Power Purchase Agreement Accounting AdvisorGoogle

Senior Home Lending Advisor, San Jose and Campbell, CAJPMorgan Chase

Senior Home Lending Advisor, Palo Alto, CAJPMorgan Chase

Virtual Sales Advisor - Work from Anywhere, AnytimeLegacy Harbor Advisors

Senior Home Lending Advisor, Palo Alto, CAJPMorgan Chase Bank, N.A.

Senior Home Lending Advisor, Milpitas, CAJPMorgan Chase Bank, N.A.

Senior Home Lending Advisor, San Jose and Campbell, CAJPMorgan Chase Bank, N.A.

Senior Home Lending Advisor - Sunnyvale, CAJPMorgan Chase Bank, N.A.

Wealth Management Advisor — Mid to Senior LevelGolden Summit Wealth & Insurance Solutions a MassMutual Firm

Remote Client Benefits & Sales Advisor-No experience Needed!Aoglobelife

Senior Financial Analyst, Google One AI SubscriptionsGoogle

Strategic Financial Analyst, Platforms and Devices Central FinanceGoogle

Financial Analyst, Central Marketing FinanceGoogle

Street Outreach AdvisorPacific Health Group

Risk and Controls AdvisorMeta

Mortgage Financing Advisor - Pleasanton/Greater Bay/Sacramento (Pulte Mortgage)PulteGroup

Loss Control AdvisorGallagher

Financial Analyst, Technical InfrastructureGoogle

Financial Analyst, Ads Privacy, Safety, and RegulationsGoogle

Financial Analyst IIGoogle

Financial Analyst, Google CloudGoogle

Staff Financial AnalystIntuit

Enterprise Sales Director - Financial Services and InsuranceUshur

Cloud Senior Financial Analyst, Gemini Enterprise and AgentsGoogle

College Financial Representative, Internship ProgramNorthwestern Mutual

J.P. Morgan Wealth Management, Vice President, Wealth PlannerJPMorgan Chase

Java DeveloperVeterans Sourcing Group

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