Financial Advisor/Consultant Jobs in Oakland, CA | Glassdoor
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Financial Advisor/Consultant Jobs in Oakland, CA

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  • 3.7
    Edward Jones – Oakland, CA
    11 days ago 11d
    financial consultant, wealth manager, investment banker, financial planner, investment advisor, investment consultant, investment… Edward Jones is a privately owned financial-services leader with nearly 14,000 FinancialAdvisors in the United States and Canada…
  • 3.9
    Northwestern Mutual – Redwood City, CA
    EASY APPLY
    15 days ago 15d
    Career with a Purpose: The FinancialAdvisor Opportunity You’ll have the unique opportunity to create your own destiny and… certified trainers Access to knowledgeable groups of FinancialAdvisors and specialists to assist you in sales objectives…
  • 3.5
    Fisher Investments – San Francisco, CA
    18 days ago 18d
    Overview: Are you a FinancialAdvisor or a Stock Broker looking for the next step in your career? Fisher Investments has… customer service. You can take off your “many hats” as a FinancialAdvisor and become an expert in service and education. Some…
  • 3.6
    TIAA – Oakland, CA
    11 days ago 11d
    group of talented advisors who thrive on a consultative client approach and team collegiality. Successful Advisors at TIAA understand… skills, solid financial service product knowledge and proven sales skills. As a Wealth Management Advisor, you will have…
  • 3.6
    TIAA – Oakland, CA
    4 days ago 4d
    group of talented advisors who thrive on a consultative client approach and team collegiality. Successful Advisors at TIAA understand… management skills, solid financial service product knowledge and proven sales skills . As a Wealth Management Advisor, you will have…
  • 3.7
    Morgan Stanley – Oakland, CA
    25 days ago 25d
    15,000 financialadvisors. Our FinancialAdvisors deliver tailored solutions designed to help clients achieve their financial goals… elite training program and become FinancialAdvisors at Morgan Stanley. Our FinancialAdvisor Associate (FAA) program is comprised…
  • 3.8
    Provident Credit Union – Redwood City, CA
    15 days ago 15d
    their financial goals. Provident Credit Union is looking for qualified, experienced and proactive FinancialConsultants to connect… them closer to their dreams. Make it happen. A FinancialConsultant is licensed and intimately familiar with FINRA and government…
  • 3.1
    State Street – San Francisco, CA
    NEW
    recordkeeper wholesalers, home offices and key DC Advisors. As a DC AdvisorConsultant (DCAC), you will be responsible for growing SSGAs… knowledge of advisor sold (or intermediary-driven) DC market including recordkeepers, broker/dealers, RIAs and consulting firms Strong…
  • 3.4
    CUSO Financial Services, L.P. – San Francisco, CA
    4 days ago 4d
    Chartered FinancialConsultant, CHFC, Sales, Banking, Broker, Financial Services, Financial Professional, FinancialAdvisor, Insurance… through its partnership with CUSO Financial Services, L. P. (CFS) is seeking a Licensed FinancialAdvisor to provide retirement and investment…
  • 3.7
    Edward Jones – Oakland, CA
    Est. Salary $46k-$69k
    26 days ago 26d
    financial consultant, wealth manager, investment banker, financial planner, investment advisor, investment consultant, investment… Edward Jones is a privately owned financial-services leader with nearly 14,000 FinancialAdvisors in the United States and Canada…
  • 3.5
    Bank of America – Oakland, CA
    18 days ago 18d
    creating a comprehensive financial strategy, assessing needs, identifying, and recommending financial solutions. · Knowledge of… services desired. · Must be able to provide evidence of consultative communication and relationship building skills leading to…
  • 3.7
    Edward Jones – Oakland, CA
    26 days ago 26d
    financial consultant, wealth manager, investment banker, financial planner, investment advisor, investment consultant, investment… Edward Jones is a privately owned financial-services leader with nearly 14,000 FinancialAdvisors in the United States and Canada…
  • 3.5
    Wells Fargo – San Francisco, CA
    Est. Salary $59k-$100k
    NEW
    indicators across the firm. This role will serve as an advisor to the Key Indicator executive/senior management team and deliver… execution of the program, driving program compliance, and consulting with implementation teams to establish and optimize key indicators…
  • 3.8
    AXA Advisors – San Francisco, CA
    5 days ago 5d
    Description BECOME A FINANCIAL PROFESSIONAL WITH AXA ADVISORS, LLC WHY AXA ADVISORS? AXA Advisors, LLC., a provider of investment… including CERTIFIED FINANCIAL PLANNER™ professional (CFP®) and Chartered FinancialConsultant (ChFC). Certified Financial Planner Board…
  • 3.6
    Charles Schwab – Berkeley, CA
    9 days ago 9d
    AMBITION CAN TAKE YOU TO A BETTER PLACE. As a Schwab FinancialConsultant, you’ll need an entrepreneurial spirit and a passion… you may be ready for a career worth owning. Schwab FinancialConsultants: Are launched with a practice of existing Schwab…
  • 3.2
    Comerica – San Francisco, CA
    5 days ago 5d
    years of experience as a FinancialConsultant/Advisor 3 years of experience as a FinancialConsultant 5 years business development… Senior Retail FinancialConsultant, Comerica Securities The Senior Retail FinancialConsultant builds and grows a book of clients…
  • 3.5
    Bank of America – Pleasant Hill, CA
    Est. Salary $43k-$93k
    NEW
    creating a comprehensive financial strategy, assessing needs, identifying, and recommending financial solutions. · Knowledge… services desired. · Must be able to provide evidence of consultative communication and relationship building skills leading to…
  • 4.2
    Salesforce – San Francisco, CA
    22 days ago 22d
    deal, to the close of business, and beyond. They are trusted advisors to the C-Suite and the end users. This person won't simply… the resume Experience closing complex sales cycles in a consultative manner Direct and new business sales experience Preferred…
  • 4.1
    Xero – San Francisco, CA
    Est. Salary $62k-$105k
    15 days ago 15d
    Xero’s relationship with financial services partners is a strategic asset, loved by customers and advisors, and deliver best-in-class… is to connect millions of small businesses and their advisors to financial services ("Finweb") partners to enhance cash flow and…
  • 3.9
    Mercer Advisors – San Francisco, CA
    9 days ago 9d
    areas of their financial life. Our staff of over 170 in 22 offices coast-to-coast includes financialadvisors, attorneys, CPAs… credentials: Certified Financial Planner (CFP®), Chartered FinancialConsultant (ChFC), Personal Financial Specialist (PFS), Chartered…
  • 3.5
    Bank of America – Castro Valley, CA
    Est. Salary $43k-$93k
    NEW
    creating a comprehensive financial strategy, assessing needs, identifying, and recommending financial solutions. · Knowledge… services desired. · Must be able to provide evidence of consultative communication and relationship building skills leading to…
  • 3.4
    Aon – San Francisco, CA
    Est. Salary $106k-$159k
    NEW
    development. We take a business-based approach to our consulting, applying financial analysis, technical skill and thought leadership… opportunity for a Senior Compensation Consultant for our Executive Compensation Consulting practice. In this role, you are refining…
  • 3.5
    Fisher Investments – San Francisco, CA
    18 days ago 18d
    Overview: Are you a FinancialAdvisor or a Stock Broker looking for the next step in your career? Fisher Investments has… customer service. You can take off your “many hats” as a FinancialAdvisor and become an expert in service and education. Some…
  • 3.9
    KAISER – Oakland, CA
    9 days ago 9d
    Essential Functions: Executive Consultation and Leadershp: Acts as an advisor or thought partner by structuring undefined… analytical techniques, financial and market assessments. Proven leadership skills in project management and consulting. Must exhibit…
  • 3.8
    AXA Advisors – San Francisco, CA
    NEW
    AXA Advisors is a leader in helping individuals and businesses address their financial goals through financial strategies… a successful financial professional. At AXA Advisors, training is a process not an event, whereby our financial professionals,…
  • 3.5
    Bank of America – San Francisco, CA
    Est. Salary $43k-$93k
    11 days ago 11d
    creating a comprehensive financial strategy, assessing needs, identifying, and recommending financial solutions. Knowledge of… and services desired. Must be able to provide evidence of consultative communication and relationship building skills leading to…
  • 3.5
    New York Life Insurance Company – San Francisco, CA
    9 days ago 9d
    mission is to provide financial security and peace of mind through our insurance, annuity and financial products and services.… your own employees!), sales development manager, product consultant, and home office opportunities in recruiting, marketing, or…
  • 4.6
    SigFig – San Francisco, CA
    Est. Salary $59k-$100k
    10 days ago 10d
    to support our growth as the #1 Online Investment Advisor for large Financial Institutions. Help us define the next generation… institutions, SigFig seeks to help investors and advisors better manage their investments. Its enterprise technology accelerates time to market…
  • 3.9
    KAISER – Oakland, CA
    Est. Salary $76k-$112k
    17 days ago 17d
    the Service Areas. Serve as advisor/consultant to key customers to help translate financial data into tactics to drive operation… capital projects, leases and internalizations. Business Advisor - Prepare adhoc analysis as required by customers. Work…
  • 3.7
    Tides Center – San Francisco, CA
    NEW
    change organizations, ideas and movements. The Social Venture Advisor will lead Tides’ ongoing engagement with a portfolio of existing… and proactively accelerating their impact. The Social Venture Advisor will develop areas of organizational expertise in nonprofit…
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