59 Financial Advisor Jobs in Santa Clara, CA
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Financial Advisor Grassi Investment Management - Santa Clara, CA, United States In this position, the Financial Consultant would work with high-net-worth individuals and families, developing investment management... 6 days ago
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Commercial Finance Manager - NA Palo Alto Networks - Santa Clara, CA, United States -standard pricing and financial term requests that escalate to Finance Partner with Deals Desk and Revenue team for decision support and to ensure revenue recognition and financial policy compliance 7 days ago
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Commercial Finance Manager - NA Palo Alto Networks - Santa Clara, California for decision support and to ensure revenue recognition and financial policy compliance for all non-standard transactions Serve as a trusted advisor to field sales - Partner with the field sales organization 23 days ago
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Senior Wealth Manager, Santa Clara, CA Savvy Wealth - Santa Clara, CA, United States experience and platform UI/UX Who You Are 10+ years of experience as a financial advisor Manage a portable book of business with $15M+ in AUM Certified Investment Adviser Representative (Series 65 or 66 More than 30 days ago
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Senior Wealth Advisor, Santa Clara, CA Savvy Wealth - Santa Clara, CA, United States experience and platform UI/UX Who You Are 10+ years of experience as a financial advisor Manage a portable book of business with $15M+ in AUM Certified Investment Adviser Representative (Series 65 or 66 More than 30 days ago
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Independent Financial Advisor - Flexible, 100% Remote Portfolio Archer - San Jose, CA, United States Are you yearning for a career that fits seamlessly into your life, whether you're a stay-at-home individual or seeking an extra income... 8 days ago
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Financial Advisor - Wealth Management TalentLink Solutions - Redwood City, CA, United States registered investment advisor or broker-dealer Proficient in complex financial planning and development of complex client cases Strong leadership experience preferred Experience working with various custodial 4 days ago
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J.P. Morgan Wealth Management - Private Client Advisor - South San Jose, CA and Surrounding Areas JPMorgan Chase Bank, N.A. - San Jose, CA and interacting with our clients to offer the best investment solutions to meet their financial needs. As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning 2 days ago
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Financial Representative Northwestern Mutual - San Jose, CA, United States Financial Advisor - "Choose a Career That Lets You Live Life Differently!" Recognized by FORTUNE as one of the "World's Most Admired" companies, Northwestern Mutual (NM) has been among the leaders 8 days ago
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Financial Advisor / Accelerated Managing Director Track Northwestern Mutual - San Jose, CA, United States advisors build their career by helping individuals, families and businesses create clarity and confidence around achieving their financial goals through our comprehensive planning process. Our financial 26 days ago
Top locations
- San Francisco, CA (41)
- San Jose, CA (15)
- Stockton, CA (13)
- Palo Alto, CA (11)
- Menlo Park, CA (9)
- Fremont, CA (8)
- Walnut Creek, CA (8)
- San Leandro, CA (7)
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