73 Results for

Financial Advisor Jobs in San Jose, CA

Jobs

New!

San Jose, CA5 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, CA5 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, California24 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.

San Jose, CA30+ 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.

Foster City, CA10 days ago

$115,000–$150,000 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. 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).

Foster City, CA11 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, CA9 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, CA9 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.

San Jose, CA30+ days ago

Remote

By partnering with leading Fortune 500 companies and top financial institutions, we are able to provide complimentary financial assessments designed to help individuals, families, and business owners identify opportunities to improve their financial position and work toward their long-term goals. At Traction Forge Financial, leveraging the strength of GFI, our mission is centered around helping individuals and families build stronger financial futures through education, guidance, and personalized financial strategies.

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.

Palo Alto, CA30+ days ago

Full-time

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

Full-time

San Jose, CA30+ days ago

Full-time

Millbrae, CA30+ days ago

Full-time

San Jose, CA30+ days ago

Full-time

Union City, CA30+ days ago

Full-time

San Jose, CA24 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.

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.

San Jose, CA30+ 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.

Menlo Park, CA30+ 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.

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.

Palo Alto, CA30+ days ago

Full-time

San Jose, CA30+ days ago

Full-time

Saratoga, CA30+ days ago

Full-time

Menlo Park, California20 days ago

$106,000–$150,000 Per Year

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.

New!

Redwood City, CA4 days ago

Sciex LLC Essential Duties, Critical Success Factors, Responsibilities, Authorities and Required Interactions: Sciex is looking for a highly capable Financial Analyst who can build and sustain finance expenses and reporting models, engage with upper management as a strong business partner, and become a trusted financial advisor to VPs in Americas Commercial team. • Drive expense variance analysis and provide partnership to Commercial and Service business leaders to execute on plan; analyze historical, current, and projected financial data for use in planning, forecasting, and management decision making.

Mountain View, CA30+ 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, CA30+ 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.

Sunnyvale, CA19 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).

Mountain View, CA30+ 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, CA10 days ago

Full-time
Employee

You will own the end-to-end financial life-cycle of regional investments, from modeling partnerships and agreement renewals, to designing frameworks that measure long-term business impact. By advocating AI-driven process innovations and fostering cross-functional collaboration, you will act as a trusted advisor to leadership, ensuring our marketing strategy is both operationally efficient and data backed.

Santa Cruz County, CA30+ 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.

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.

Pleasanton, CA9 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, California27 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.

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.

Palo Alto, California16 days ago

$43,500–$54,400 Per Year

Sunnyvale, CA18 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.

San Bruno, CA30 days ago

Full-time
Employee

As a part of the YouTube Finance team, you will be a part of the broader Strategy, Analytics, and Finance team (SAF) whose mission is to make YouTube commercially sustainable and more valuable by identifying and steering the business towards the biggest opportunities, guiding the organization to make the best possible decisions, and enabling effective implementation with proactive and trusted risk management. You will be a well-rounded performer in a high-energy growth environment, bringing excellent data analysis skills, including SQL proficiency and modeling expertise, performing in-depth search into underlying assumptions while recommending efficient, scalable approaches.

Sunnyvale, CA12 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. Lead the consolidation and analysis of the monthly forecast for gTech, identifying trends, risks, and opportunities to ensure leadership has the most up-to-date financial outlook.

Mountain View, CA30+ 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.

New!

Sunnyvale, CA3 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; Kirkland, WA, USA.Minimum qualifications: Bachelor's degree in Business, Finance, Economics, Statistics, or another quantitative field, or equivalent practical experience. Technical Infrastructure (TI) is the backbone of Google - the global data centers, networks and integrated hardware and software that power both Google customer products and services, including Google Cloud, and our internal operations.

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.

San Jose, California9 days ago

$100,000–$250,000 Per Year

Join 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.

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.

Campbell, California24 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.

Gilroy, CA9 days ago

Edward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.

Castro Valley (East Bay), California18 days ago

Performs service duties for representative, which may include monitoring assigned representatives’ emails and voicemails for follow up items, which may include prioritizing emails and voice mails, scheduling related appointments, and/or conducting the necessary follow up to the emails or voice mails. Listens effectively and empathetically to Financial Advisor, prospects, and clients, gathering facts, making written notes when appropriate, and analyzing total needs of the client or representative.

Resume Resources

Free Resume Templates Free Resume Builder

Get noticed by top employers!

Upload your resume to let employers know you're open to Financial Advisor job opportunities. Plus, receive relevant job recommendations in your inbox.

Create A Free Account

Financial Advisor Jobs in San Jose, CA

Trusts and Estates Attorney Jobot

Trusts and Estates Paralegal Jobot

Financial Advisor Northwestern Mutual

CFO Advisor Joseph Michaels International

Financial Advisor Summitry

Senior Financial Advisor Summitry

Financial Advisor II Patelco Credit Union

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

Financial Advisor Golden Summit Wealth & Insurance Solutions a MassMutual Firm

Entry-Level Financial Planning Advisor (Remote) Traction Forge Financial

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

J.P. Morgan Wealth Management - Private Client Advisor - Menlo Park, CA and Surrounding Areas JPMorgan 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.

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

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

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

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

Senior Wealth Advisor Columbia Bank

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

Project Manager, Financial Advisory & Education Confidential Company

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

Senior Home Lending Advisor, Milpitas, CA JPMorgan Chase Bank, N.A.

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

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

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

Affluent Wealth Advisor First Citizens Bank

Virtual Sales Advisor - Work from Anywhere, Anytime Legacy Harbor Advisors

Financial Analyst TechDigital Corporation

Strategic Financial Analyst, Platforms and Devices Central Finance Google

Financial Analyst, Central Marketing Finance Google

Power Purchase Agreement Accounting Advisor Google

Senior Financial Analyst, Google One AI Subscriptions Google

Financial Analyst, Pixel Marketing Finance Google

Street Outreach Advisor Pacific Health Group

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

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

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

Loss Control Advisor Gallagher

Sales Advisor IV - Stanford Spaces Rivian

Financial Analyst, Technical Infrastructure Google

Financial Analyst, YouTube Google

Financial Analyst, gTech Google

Financial Analyst, Ads Privacy, Safety, and Regulations Google

Financial Analyst, Data Center Technology Systems Google

Staff Financial Analyst Intuit

HVAC Comfort Advisor - in home sales - San Jose, CA Atlas Trillo Heating & Air Conditioning

Enterprise Sales Director - Financial Services and Insurance Ushur

College Financial Representative, Internship Program Northwestern Mutual

Branch Office Administrator Edward Jones

Sales Assistant Patelco Credit Union

Resume Resources