Financial Advisor jobs in Santa Cruz, CA

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ADVISOR DEVELOPMENT PROGRAM - FINANCIAL SOLUTIONS ADVISOR TRAINEE: ALUM ROCK FINANCIAL CENTER

In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills youve learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. Pursuant to the S...

CompanyBank Of America
AddressSan Jose, CA
CategoryAccounting/Finance
Job typeFull time
Date Posted 4 days ago See detail

Advisor Development Program - Financial Solutions Advisor Trainee: Alum Rock Financial Center

Bank Of America

San Jose, CA

In that role you will transition to a local Merrill Wealth Management office and continue to practice the skills youve learned in ADP by beginning to build a new portfolio of affluent and high net worth clients. Pursuant to the S...

Financial Advisor

Edward Jones

Watsonville, CA

An interest in financial services/markets and how they work. Love of learning and challenges, including determination to succeed. Skilled in long-term relationship building. Comfortable in your ability to think critically. Passion...

Financial Advisor

Allworth Financial

San Jose, CA

Meet with future clients to discuss their needs and concerns, and to assess their overall financial situation, before explaining how partnering with Allworth will help them meet their financial, investment, and retirement planning...

Financial Services Advisor

Monterra Credit Union

Palo Alto, CA

SALARY & BENEFITS Starting pay of $23.00 - $29.00 per hour depending on experience Bilingual pay incentives (English/Spanish or English/Tagalog) Semi-annual bonuses for meeting key financial and operational goals Medical, Dental,...