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Financial Advisor Jobs in Milpitas, CA (2,897)

Remote Senior Financial Analyst - AI Trainer ($50-$60 per hour)

Data Annotation
🌎 Remote
Remote
Hourly
Icon: salary
$50 - $60 / hour

Strategic Financial Planner & Investment Advisor

Bank of America
Milpitas, CA
Diversity Leader
Eco-Friendly
Icon: salary
$70k - $80k / year

Wealth Financial Advisor

CAPTRUST
San Ramon, CA
New
PTO
Dental Insurance
Vision Insurance
Icon: salary
$90k / year

Hybrid Wealth Advisor: Strategic Financial Planner

Mercer Advisors
Menlo Park, CA
New
Hybrid

Financial Advisor

Northwestern Mutual
Campbell, CA
Dental Insurance
Vision Insurance
Icon: salary
$61k - $119k / year

Financial Planning & Investment Advisor

Bank of America
Santa Clara, CA
Diversity Leader
Eco-Friendly
Icon: salary
$70k - $80k / year
‌

Financial Advisor

Summitry
Foster City, CA
New
‌

Financial Advisor

Empirical Wealth Management
Menlo Park, CA
New
Dental Insurance
Icon: salary
$100k - $250k / year
‌

Financial Advisor

Empirical Financial Services
San Mateo, CA
New
Dental Insurance
Icon: salary
$100k - $250k / year
‌

Financial Advisor

Edward Jones
Redwood City, CA
New
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
Icon: salary
$45k - $100k / year
‌

Merrill Experienced Financial Advisor

Bank of America
San Jose, CA
Diversity Leader
Eco-Friendly
Icon: salary
$48k - $100k / year
‌

Financial Advisor

New York Life
San Jose, CA
Dental Insurance
Vision Insurance
Icon: salary
$117.4k / year
‌

Wealth Advisor & Financial Planning Specialist

Charles Schwab
Fremont, CA
New
‌

Senior Financial Advisor

Summitry
Foster City, CA
Icon: salary
$150 - $225 / day
‌

Associate Financial Advisor

Golden Summit Wealth & Insurance Solutions
Redwood City, CA
Part-Time
‌

Associate Financial Advisor

Summitry
Foster City, CA
Icon: salary
$85 - $115 / hour
‌

Associate Financial Advisor

Summit Financial Group
San Ramon, CA
PTO
Icon: salary
$2,500 / month
‌

Financial Solutions Advisor - Build Plans & Grow Wealth

Bank of America
Sunnyvale, CA
Diversity Leader
Eco-Friendly
‌

Impactful Financial Advisor - Build Wealth & Security

New York Life
San Jose, CA
Icon: salary
$117k / year
‌

Wealth Advisory Associate Path to Financial Advisor

Mariner Advisor Network
Palo Alto, CA
New
Hourly
‌

Personal Financial Advisor

Sales Match
San Jose, CA
New
Hourly
Icon: salary
$30 - $45 / hour
‌

Financial Solutions Advisor- Cupertino Financial Center

Bank of America
Cupertino, CA
Diversity Leader
Eco-Friendly
Icon: salary
$70k - $80k / year
‌

Financial Advisor/Financial Services Sale Professional

New York Life Insurance
San Jose, CA
Health Insurance
Dental Insurance
‌

Financial Aid Advisor

Unitek College
San Jose, CA
New
Hourly
401(k)
Dental Insurance
Vision Insurance
Icon: salary
$25 - $31 / hour
‌

Financial Aid Advisor

Unitek Learning
San Jose, CA
Hourly
401(k)
Dental Insurance
Vision Insurance
Icon: salary
$25 - $31 / hour
‌

Military Financial Wellness Advisor

Magellan Health
Mountain View, CA
New
Icon: salary
$58.4k - $93.5k / year
‌

Merrill Advisor Development Program - Financial Advisor: East Bay Market

Bank of America
Pleasanton, CA
Diversity Leader
Eco-Friendly
Icon: salary
$80k - $90k / year
‌

Associate Financial Advisor

SkyKey Financial
East Palo Alto, CA
Part-Time
Education
‌

Financial Advisor Early Career

MassMutual Northern California
San Jose, CA
Icon: salary
$110k - $300k / year
‌

Financial Advisor: Build Client Wealth & Grow Your Practice

ROLE
Redwood City, CA
‌

Special Programs & Financial Aid Advisor

San Jose State University
San Jose, CA
‌

Investment Counselor (Financial Advisor Alternative)

Fisher Investments
🌎 Remote
New
Remote
PTO
Dental Insurance
Vision Insurance
Icon: salary
$85k - $135k / year
‌

Investment Counselor (Financial Advisor Alternative)

myGwork - LGBTQ+ Business Community
🌎 Remote
Remote
PTO
Dental Insurance
Vision Insurance
Icon: salary
$10k / month
‌

Remote Financial Wealth Advisor Retirement Planner

The Variable Annuity Life Insurance
🌎 Remote
New
Remote
Health Insurance
Dental Insurance

Job Description

Working as a Financial Advisor in Milpitas, CA

There are 2,897 Financial Advisor opportunities available in Milpitas, CA all with unique requirements.

A financial advisor leads the successful implementation of one or more clients' financial strategies in accordance with the client's needs and requirements. They are tasked with providing education, investment advice, retirement planning, information about existing and proposed new products of a financial institution, assessing clients' needs and objectives, and managing portfolios. Working in tandem with an Investment Advisor, Financial Advisors will educate potential customers about Individual Retirement Accounts (IRAs) and other investment opportunities to help them achieve their financial goals.

Financial Advisor jobs near Milpitas, CA

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