Financial Advisor Jobs in Santa Clara

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Search Results - Financial Advisor Jobs in Santa Clara

TPA & 3(16) Retirement Plan Sales Consultants

Weaver Partners-Santa Clara-yesterday

with Financial Advisors, Recordkeepers, CPAs, Broker-Dealers and other Centers of Influence while serving as a knowledgeable retirement plan resource. What You’ll Do • Build and manage a regional sales territory • Develop relationships with Financial Advisors...

Wealth Solutions Advisor

Empower-New York, 2552 mi from Santa Clara-yesterday

in our Investor Services segment to ignite a plan to document and meet financial goals and consolidate assets with Empower. The Senior Financial Advisor utilizes proper licensing, certifications, and industry leading financial tools to develop a deep...

Event Specialist

Dynamic Events, Inc.-Santa Clara-5 days ago

coverage • 50% dependent medical coverage • 401k contribution with employer match • Access to financial advisor services • Responsible PTO Policy and 11 paid observed holidays • Fully remote / work from home...

Event Manager

Dynamic Events, Inc.-Santa Clara-5 days ago

experience Benefits • 100% employer‑paid medical, dental, and vision coverage for employees • 50% employer‑paid medical coverage for dependents • 401(k) with employer match • Access to financial advisor services • Responsible PTO Policy + 11 paid observed...

Corporate Associate

The Agency-Santa Clara-4 days ago

on transaction terms and risk allocation • Coordinate with opposing counsel, financial advisors, and other stakeholders throughout deal execution • Support corporate governance matters and general business advisory work • Assist with transaction closings and post...

Remote - Senior Trusts & Estates Paralegal – Advanced Estate & Gift Tax Planning

Orion Placement-Santa Clara-4 days ago

with clients, accountants, financial advisors, valuation professionals, and other outside advisors. • Review documents and financial information for consistency with the intended planning structure. • Identify missing information, inconsistencies...

Salesforce Business Analyst – Sales Cloud (Life & Annuity Insurance)

AMS Technology Solutions LLC-Santa Clara-6 days ago

4+ years in Life & Annuity Insurance. • Strong understanding of insurance sales and distribution ecosystems. • Experience working with carriers, brokers, agencies, financial advisors, and distribution partners. Distribution Channel Experience...

Associate Attorney

Oath-Santa Clara-4 days ago

they love, and create clarity for the future. No prior estate planning experience required—we'll teach you everything you need to know. About The Team Our team is made up of attorneys, financial advisors, and client service professionals all over...

Senior/Staff Quantitative Engineer

Seeds-Santa Clara-6 days ago

About Seeds Seeds is a fast-growing early-stage RIA fintech startup on a mission to empower financial advisors to supercharge their business growth while delivering a meaningful investing experience for their clients! At Seeds, our core values...

Director of Compliance

Cyntox Biohazard Solutions-Santa Clara-4 days ago

than $150 billion in assets on behalf of institutional investors, pension funds, wholesale distributors, investment platforms, financial advisers and their clients worldwide. The firm operates as a standalone global investment management business...

Advanced Tax Strategist

Questmont Virtual Family Office-Santa Clara-6 days ago

developments into actionable planning opportunities. • Collaborate with financial advisors, CPAs, estate-planning attorneys, insurance professionals, and other members of a client’s advisory team. • Present complex tax concepts to clients and colleagues...

Data Manager and Client Account Guide

Track That Advisor. LLC-Santa Clara-3 days ago

Data Manager and Client Account Guide Full-Time | Remote | $55,000-$75,000 About Track That Advisor Track That Advisor (TTA) is a fully remote data analytics and advisory support firm serving financial advisory practices across the country...

Customer Success Job Training Program

Year Up United-Santa Clara-1 month ago

and networking skills, resume building, ongoing support and guidance to help you launch your career. During the internship phase, Year Up United students earn an educational stipend of $525 per week. Career growth paths include: • Financial advisory • Sales...