Financial Advisor Jobs in San Jose, CA (571)
Relationship Manager - EGP
Bank of America
San Jose, California
Diversity Leader
Eco-Friendly
$49.9k - $100k / year
Private Wealth Management Group Director*
Morgan Stanley
Menlo Park, California
$55k - $105k / year
PWM Wealth Management Analyst
Morgan Stanley &
Menlo Park, California
Health Insurance
Dental Insurance
Vision Insurance
Parental Leave
$50k - $90k / year
Wealth Management Associate **
Morgan Stanley &
Menlo Park, California
Health Insurance
Dental Insurance
Vision Insurance
Parental Leave
$35k - $85k / year
Vice President, Client Advisor
The Whittier Trust
Menlo Park, California
Dental Insurance
Vision Insurance
$140k - $200k / year
U.S. Private Bank – Market Team Lead – Executive Director Palo Alto, CA, United States Posted o[...]
JPMorgan Chase
Palo Alto, California
Eco-Friendly
Financial Systems Architect
Bill.com
San Jose, CA
Dental Insurance
Vision Insurance
$158.3k - $190k / year
Business Banking Sr Relationship Manager - Silicon Valley, CA
Bank of America
San Jose, CA
New
Diversity Leader
Eco-Friendly
$140k - $185k / year
Director ISV Partnerships I
HPE
San Jose, CA
$138.5k - $335.5k / year
Merrill Experienced Financial Advisor
Bank of America
San Jose, CA
Diversity Leader
Eco-Friendly
$48k - $100k / year
Financial Advisor Associate
Atria Wealth Solutions
San Jose, CA
Part-Time
PTO
Dental Insurance
Vision Insurance
Education
$500 / week
Merrill Financial Solutions Advisor - Silicon Valley Capital Market
Bank of America
San Jose, CA
Diversity Leader
Eco-Friendly
$75k - $85k / year
Financial Solutions Advisor Registration Candidate- Consumer Investments- Greater Bay Region
Bank of America
San Jose, CA
Hourly
Diversity Leader
Eco-Friendly
$28.85 - $33.65 / hour
Oracle Cloud Financial Consultant
Accenture
Mountain View, CA
Diversity Leader
Eco-Friendly
$63.2k - $169.8k / year
Business Manager
Bank of America
San Jose, CA
New
Diversity Leader
Eco-Friendly
$53.5k - $105k / year
Wealth Management Client Associate
Bank of America
San Jose, CA
Hourly
Diversity Leader
Eco-Friendly
$25 - $37 / hour
Tax Senior Manager - Investment Management - Private Equity (West Region Office Locations)
Deloitte
San Jose, CA
Diversity Leader
$119.5k - $272.1k / year
Tax Manager - Investment Management - Private Equity Tax (West Region Office Locations)
Deloitte
San Jose, CA
Diversity Leader
$85k - $193.4k / year
Tax Manager - Business Tax Services - Tax Exempt
Deloitte
San Jose, CA
Diversity Leader
Health Insurance
$85k - $193.4k / year
Tax Manager - Sustainability, Climate & Equity - Renewable Energy
Deloitte
San Jose, CA
Diversity Leader
$85k - $193.4k / year
Advisory Senior Consultant - SAP Treasury
Deloitte
San Jose, CA
Diversity Leader
$102.8k - $188.4k / year
Operations & Technology Transformation , Guidewire Configuration/Integration - Senior Consultant
Deloitte
San Jose, CA
Diversity Leader
$125k - $208.3k / year
Wealth Management Specialist - NR
Bank of America
Palo Alto, CA
Hourly
Diversity Leader
Eco-Friendly
$28.50 - $48.08 / hour
Anaplan Senior Consultant
Deloitte
San Jose, CA
Diversity Leader
$119k - $198.4k / year
Finance - Oracle EDMCS Focused Senior Consultant
Deloitte
San Jose, CA
Diversity Leader
$119k - $198.4k / year
Finance Consulting - Oracle FCCS/ARCS Focused Senior Consultant
Deloitte
San Jose, CA
Diversity Leader
$119k - $198.4k / year
Financial Aid Advisor
InsideHigherEd
San Jose, CA
New
$4,610 / month
Financial Advisor - Fremont Bank
LPL Financial Holdings
Fremont, CA
New
Financial Solutions Advisor- Consumer Investments- Greater Bay Region
Bank of America
Santa Clara, CA
Diversity Leader
Eco-Friendly
$70k - $80k / year
Senior Wealth Advisor
Citigroup
Sunnyvale, CA
New
$70k / year
Tax Senior Manager-Financial Services - Global Compliance and Reporting - Real estate-EDGE
EY
San Jose, CA
New
Hospitality
Dental Insurance
$112.4k - $256.9k / year
Financial Advisor
WallStJobs.com
🌎 Remote
New
Remote
Dental Insurance
Vision Insurance
Financial Advisor
Harrison Gray Search and Consulting
🌎 Remote
New
Remote
401(k)
PTO
Health Insurance
Senior Financial Advisor
Kestra Holdings
🌎 Remote
New
Remote
Hospitality
Dental Insurance
Vision Insurance
$143.5k - $222.5k / year
Financial Systems Architect
Bill.com
San Jose, CA
Dental Insurance
Vision Insurance
$158.3k - $190k / year
Financial Advisor Salary in San Jose
Financial Advisors working in San Jose, CA make an average annual salary of $75K and a maximum annual salary of around $179K.
Job Description
Working as a Financial Advisor in San Jose, CA
There are 571 Financial Advisor opportunities available in San Jose, 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.
Similar Jobs to Financial Advisor
Financial Advisor jobs near San Jose, CA
Financial Advisors in San Jose, CA Resume Data
Average Experience for Financial Advisors in San Jose, CA
- More than 10 years: 57%
- 6-10 years: 28%
- 3-5 years: 10%
- 1-2 years: 2%
- Less than 1 year: 1%
Educational Background for Financial Advisors in San Jose, CA
- Bachelors: 64%
- Masters: 20%
- Diploma: 11%
- Associates: 5%
Top Skill for Financial Advisors in San Jose, CA
- Attention to detail: 16%
- Sales skills: 16%
- Customer focus & orientation: 12%
- Principles of accounting: 10%
- Customer service: 10%
- Spreadsheets with Microsoft Excel: 10%
- Bookkeeping: 8%
- Work style: Reliability: 8%
- Administrative assistant/receptionist: 6%
- Analyzing data: 6%
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