Financial Advisor Salary at Yahoo BETA

Patelco Credit Union, as part of its relationship with CUSO Financial Services, LP (CFS) is seeking a Financial Advisor Associate to join its growing team providing retirement and investment services to its member base in San Jose CA and the surrounding areas. About Patelco Credit Union Patelco Credit Union is a not-for-profit credit union with a purpose to build financial health and wellbeing for our members. Since 1936, Patelco has grown from $500 in assets to over $9 billion in assets and is one of the largest credit unions in California with branches throughout Northern California. Were here to help people in communities throughout Northern California build financially healthy lives. We do this by being attentive and partnering with our members to understand what is financially best for them. We thrive on change, and we put people first. If youre looking to use your skills and knowledge to make a difference in the lives of others, we look forward to hearing from you. Overview Patel

Job Title: Executive Assistant to Vice President Location: San Francisco – Equitable Advisors Job Type: [Full-Time/Part-Time] Company Overview: Equitable Advisors is a leading financial advisory firm dedicated to providing personalized financial planning and investment management services. We pride ourselves on our commitment to excellence and client satisfaction. Position Overview: The Executive Assistant (EA) will provide high-level administrative support to the Vice President, ensuring efficient operations and facilitating exceptional client service. This role requires a proactive, organized, and detail-oriented individual who can manage multiple tasks and prioritize effectively. As a trusted partner, the EA will help manage and maximize the Financial Advisor's time by handling planning and organizational tasks. Key Responsibilities: • Administrative Support: o Manage and organize the Financial Advisor's schedule, including appointments, meetings, and travel arrangements. o Prepare

Job Title: Executive Assistant to Vice President Location: San Francisco – Equitable Advisors Job Type: [Full-Time/Part-Time] Company Overview: Equitable Advisors is a leading financial advisory firm dedicated to providing personalized financial planning and investment management services. We pride ourselves on our commitment to excellence and client satisfaction. Position Overview: The Executive Assistant (EA) will provide high-level administrative support to the Vice President, ensuring efficient operations and facilitating exceptional client service. This role requires a proactive, organized, and detail-oriented individual who can manage multiple tasks and prioritize effectively. As a trusted partner, the EA will help manage and maximize the Financial Advisor's time by handling planning and organizational tasks. Key Responsibilities: • Administrative Support: o Manage and organize the Financial Advisor's schedule, including appointments, meetings, and travel arrangements. o Prepare

Job Title: Executive Assistant to Vice President Location: San Francisco – Equitable Advisors Job Type: [Full-Time/Part-Time] Company Overview: Equitable Advisors is a leading financial advisory firm dedicated to providing personalized financial planning and investment management services. We pride ourselves on our commitment to excellence and client satisfaction. Position Overview: The Executive Assistant (EA) will provide high-level administrative support to the Vice President, ensuring efficient operations and facilitating exceptional client service. This role requires a proactive, organized, and detail-oriented individual who can manage multiple tasks and prioritize effectively. As a trusted partner, the EA will help manage and maximize the Financial Advisor's time by handling planning and organizational tasks. Key Responsibilities: • Administrative Support: o Manage and organize the Financial Advisor's schedule, including appointments, meetings, and travel arrangements. o Prepare

Financial Advisor Are you looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Our well established and growing financial firm, NIM Retirement Group in San Jose, CA is seeking to add an Financial Advisor to our Team! This Financial Advisor will have the opportunity to meet one-on-one with company leads from seminars and referrals, as well as existing clients. The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service. Initial duties include working alongside the main Advisor, servicing existing clients, completing training and executing on para planning in all 5 areas of retirement planning, tax, medica

Position Overview At PNC, our people are our greatest differentiator and competitive advantage in the markets we serve. We are all united in delivering the best experience for our customers. We work together each day to foster an inclusive workplace culture where all of our employees feel respected, valued and have an opportunity to contribute to the company's success. Financial Advisors work within a highly collaborative circuit of bank branches and manage an assigned book of business. PNC Investments advisors execute an advice and planning strategy focused on helping clients meet their savings, investing and retirement goals. Our team of financial planning experts guide you in creating personalized solutions on behalf of you and your clients. Our comprehensive, holistic and strategic approach will harmoniously keep all parties on the same side of the table. PNC's referral program and culture drives and encourages teamwork resulting in branch partners having a vested interest in our a

Job Overview This job posting is anticipated to remain open for 30 days, from 28-Mar-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's diff

CUSO Financial Services, LP (CFS), in its partnership with San Francisco Fire Credit Union, is seeking a Financial Advisor to provide investment and retirement planning services for its members in the San Francisco Bay area. Where it all began with San Francisco Fire Credit Union. In 1951 SF Fire Credit Union first opened its doors from a modest 10? 15? office space in 17 Engine. It was from those humble beginningswhere everyone pitched in to help one another in their communitythat the organization forged its way of business forever. Today, the San Francisco-based credit union has grown to $1.8B in assets and a membership base exceeding 78,000 that extends from the regional firefighters we trace our roots back to throughout our many neighbors in San Francisco, San Mateo, and Marin Counties. Our members benefit from the ideas and principles that have shaped us: Shared trust, continuous innovation of products and services, competitive rates, and excellent member service. These qualities