Personal Financial Advisor Jobs in Oakland, CA | Glassdoor
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Personal Financial Advisor Jobs in Oakland, CA

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  • 3.9
    Northwestern Mutual – Redwood City, CA
    EASY APPLY
    16 days ago 16d
    Career with a Purpose: The FinancialAdvisor Opportunity You’ll have the unique opportunity to create your own destiny and… build your markets to develop a successful practice as a FinancialAdvisor including: Developing your business and marketing…
  • 3.3
    Patelco Credit Union – Pleasanton, CA
    10 days ago 10d
    by assessing their financial goals, needs and objectives while providing them with exceptional personalized service and investment… transactions for clients. Collects (either in person or by telephone) client financial information (including assets, income, debts…
  • 3.7
    Edward Jones – Oakland, CA
    12 days ago 12d
    them work toward their financial goals. What is the role of a FinancialAdvisor? Deliver personalized investment solutions to… entrepreneurial personality Desire to work from an office in your community What can an Edward Jones FinancialAdvisor expect? Industry-leading…
  • WrapManager, Inc. – San Francisco, CA
    EASY APPLY
    5 days ago 5d
    between an advisor and her/his client. That’s why our firm blends the best of human empathy, a wise, capable and trusted advisor, with… efficiency and low costs should become our mantra. For too many advisors the job they thought they were getting is not the one they…
  • 4.2
    Intuit – San Francisco, CA
    Est. Salary $106k-$159k
    4 days ago 4d
    , so they can lead better lives and get one step closer to financial freedom. And you decide how much, when and where to work,… community in the world. Youll bring confidence, tax expertise, and personal experiences to new client relationships that will empower and…
  • 3.6
    TIAA – Oakland, CA
    12 days ago 12d
    skills, solid financial service product knowledge and proven sales skills. As a Wealth Management Advisor, you will have… needs-based approach to financial planning and advice. We operate in a collaborative, team based environment. Advisors may also leverage…
  • 3.3
    Patelco Credit Union – San Francisco, CA
    12 days ago 12d
    members to home loan mortgage officers or financialadvisors dependent upon financial needs. Understand and comply with all applicable… with queries concerning financial institution services. Answers questions on all services the financial institution provides, and…
  • 3.4
    Citibank – Oakland, CA
    Est. Salary $36k-$49k
    NEW
    partners (e.g. Commercial and Small Business, Home Lending, FinancialAdvisors, Citigold) to obtain and provide appropriately qualified… business, commercial banking, investment advisory services, and financial needs and analysis tools to enable Citibank to bring tailored…
  • 3.5
    Citi – San Francisco, CA
    22 days ago 22d
    including Citi Clarity, our financial planning tool, via in most cases our Citibank branch-based FinancialAdvisors. DESCRIPTION… As a FinancialAdvisor, you will dedicate yourself to reviewing and analyzing a clients financial condition, rendering advice…
  • 3.9
    First Bank – Vallejo, CA
    17 days ago 17d
    Job Description As a FinancialAdvisor within First Bank's Wealth Management Group, you will appreciate the ability to work as… of licensed bankers who look to you for mentoring. As a FinancialAdvisor, you will find encouraging bank partners interested in…
  • 3.5
    Citi – Oakland, CA
    Est. Salary $37k-$50k
    NEW
    partners (e.g. Commercial and Small Business, Home Lending, FinancialAdvisors, Citigold) to obtain and provide appropriately qualified… business, commercial banking, investment advisory services, and financial needs and analysis tools to enable Citibank to bring tailored…
  • 3.5
    Bank of America – Oakland, CA
    23 days ago 23d
    Lynchs financialadvisors help clients pursue the life they envision through a one-on-one relationship with a financial advisor… growth and progress of our Merrill Lynch FinancialAdvisors. PMD offers new advisors the most professional and client focused…
  • 3.6
    TIAA – Oakland, CA
    5 days ago 5d
    management skills, solid financial service product knowledge and proven sales skills . As a Wealth Management Advisor, you will have… needs-based approach to financial planning and advice . We operate in a collaborative, team based environment. Advisors may also leverage…
  • 3.0
    SunAmerica Affordable Housing Partners – Hayward, CA
    18 days ago 18d
    "VALIC") and VALIC FinancialAdvisors, Inc., subsidiaries of AIG, is an insurance, retirement and financial planning company that… those who deserve your help. Why choose to be a VALIC FinancialAdvisor? VALIC and AIG provide you with the resources you need…
  • 3.8
    Provident Credit Union – Redwood City, CA
    16 days ago 16d
    them achieve financial stability and success; and exceed your potential as a stand-out consultant and sales person. Find out more… achieve their financial goals. Provident Credit Union is looking for qualified, experienced and proactive Financial Consultants…
  • 3.9
    Northwestern Mutual – San Francisco, CA
    Est. Salary $25k-$59k
    25 days ago 25d
    Sponsorship of licensing and designations. Personalized mentorship from top-performing advisors. Group life and disability income insurance… opportunities. Youll partner with clients by creating personalizedfinancial plans built on their unique needs and desires. And through…
  • 3.0
    AIG – Hayward, CA
    17 days ago 17d
    "VALIC") and VALIC FinancialAdvisors, Inc., subsidiaries of AIG, is an insurance, retirement and financial planning company that… those who deserve your help. Why choose to be a VALIC FinancialAdvisor? VALIC and AIG provide you with the resources you need…
  • 3.8
    NAI Northern California – Oakland, CA
    Est. Salary $25k-$37k
    6 days ago 6d
    with over 400 offices. We are interviewing Investment Sales Advisors in Office, Multifamily, Single-Tenant Net Leased Retail, Multi-Tenant… events, and learn more personally here: NAI Northern California Contact Request To qualify for an in-person interview please have…
  • 3.4
    Trilogy Financial Services – San Mateo, CA
    17 days ago 17d
    FinancialAdvisor Trilogy Financial Services is seeking enthusiastic, career-minded, self-motivated individuals for our Financial… products we may recommend, therefore we act as an advisor not as a sales person. What We Provide Strength of a company…
  • 3.0
    CitiMortgage – Oakland, CA
    Est. Salary $30k-$41k
    NEW
    partners (e.g. Commercial and Small Business, Home Lending, FinancialAdvisors, Citigold) to obtain and provide appropriately qualified… business, commercial banking, investment advisory services, and financial needs and analysis tools to enable Citibank to bring tailored…
  • 3.7
    Edward Jones – Oakland, CA
    Est. Salary $46k-$69k
    27 days ago 27d
    them work toward their financial goals. What is the role of a FinancialAdvisor? Deliver personalized investment solutions to… entrepreneurial personality Desire to work from an office in your community What can an Edward Jones FinancialAdvisor expect? Industry-leading…
  • 3.4
    Citibank – San Francisco, CA
    22 days ago 22d
    including Citi Clarity, our financial planning tool, via in most cases our Citibank branch-based FinancialAdvisors. DESCRIPTION… As a FinancialAdvisor, you will dedicate yourself to reviewing and analyzing a clients financial condition, rendering advice…
  • 3.0
    CitiMortgage – San Francisco, CA
    23 days ago 23d
    including Citi Clarity, our financial planning tool, via in most cases our Citibank branch-based FinancialAdvisors. DESCRIPTION… DESCRIPTION As a FinancialAdvisor, you will dedicate yourself to reviewing and analyzing a client’s financial condition, rendering advice…
  • 3.4
    CUSO Financial Services, L.P. – San Francisco, CA
    4 days ago 4d
    Chartered Financial Consultant, 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…
  • 3.8
    PricewaterhouseCoopers LLC – San Francisco, CA
    Est. Salary $104k-$158k
    5 days ago 5d
    Description As a member of our PersonalFinancial Services practice, you will serve as a trusted advisor, providing guidance on the… clients. PwCâs PersonalFinancial Services practice is a national team of dedicated professional advisors who provide tax compliance…
  • 3.5
    Bank of America – Oakland, CA
    23 days ago 23d
    Corporation. The Team FinancialAdvisor (TFA) role is a specific functional role aligned to a FinancialAdvisor (FA) team for the… Lynch’s financialadvisors help clients pursue the life they envision through a one-on-one relationship with a financial advisor…
  • 3.7
    Edward Jones – Oakland, CA
    27 days ago 27d
    them work toward their financial goals. What is the role of a FinancialAdvisor? Deliver personalized investment solutions to… entrepreneurial personality Desire to work from an office in your community What can an Edward Jones FinancialAdvisor expect? Industry-leading…
  • 4.1
    University of California – Berkeley, CA
    NEW
    other awards; advises students on financial aid options. Assess students and scholars' financial ability to sustain their academic… international students and scholars have successful academic and personal experiences during their stay at UC-Berkeley. We provide advising…
  • 3.5
    Mills College – Oakland, CA
    Est. Salary $33k-$46k
    NEW
    Reports to: METS Project Director Supervises: Student Advisors (2-4) Summary of Position: The TRiO Program at Mills… selection, visits to local colleges, and the college application/financial aid process. Participants not enrolled in target schools attend…
  • 3.4
    Citibank – Oakland, CA
    Est. Salary $36k-$49k
    10 days ago 10d
    partners (e.g. Commercial and Small Business, Home Lending, FinancialAdvisors, Citigold) to obtain and provide appropriately qualified… business, commercial banking, investment advisory services, and financial needs and analysis tools to enable Citibank to bring tailored…
  • 4.2
    Salesforce – San Francisco, CA
    22 days ago 22d
    business, and beyond. They are trusted advisors to the C-Suite and the end users. This person won't simply focus on selling the… Sales Methodology training Prior experience selling to the Financial Services vertical CRM experience Track record of over-achieving…
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