Client Associate jobs in San Jose, CA

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Merrill Edge Financial Solutions Advisor Development Program...
Santa Clara, CA 95050
Deliver client reviews/presentations with confidence, including reviews of investment goals, and recommend wealth management strategies to help clients achieve...
Desired Experience: FINRA License
Merrill Edge Financial Solutions Advisor Development Program...
Sunnyvale, CA 94087
Deliver client reviews/presentations with confidence, including reviews of investment goals, and recommend wealth management strategies to help clients achieve...
Desired Experience: FINRA License
Merrill Edge Financial Solutions Advisor- El Camino-Kiely Fi...
Santa Clara, CA 95051
Starting at a financial center, you’ll interact with banking clients, small business owners and higher net worth clients alike....
Desired Experience: Chartered Retirement Planning Counselor, FINRA License, CFP

Seasonal Client Associate

San Jose, CA 95113 (Downtown area) +1 location
The Client Associate (CA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FA's)....

Client Associate

San Jose, CA 95128 (Willow Glen area) +1 location
In addition to any of the Client Associate roles (Registered, Partially Registered or Non-Registered), this position may be hired into any of the Private Wealth...
Desired Experience: Microsoft Word, Time Management, FINRA License

Registered Client Associate

San Jose, CA 95113 (Downtown area)
In addition to any of the Client Associate roles (Registered, Partially Registered or Non-Registered), this position may be hired into any of the Private Wealth...
Desired Experience: Microsoft Word, Time Management, FINRA License

Client Service Representative

San Jose, CA 95125 (Willow Glen area) +9 locations
Ability to sell customers on meeting with a sales associate to learn about products/services. Financial Center Client Service Representative I s FC CSR I are...
Desired Experience: Cash Handling, Upselling, Customer Service

Client & Business Manager I

Palo Alto, CA 94304
Client centric mindset; Client Associates, CSSOs, PM Associates, PM Assistants, Associate Trust Officers and Trust Admin Officers....
Desired Experience: Time Management, Microsoft Powerpoint

2019 Campus

San Jose, CA 95113 (Downtown area) +1 location
Client Acquisition Framework. Access to a full array of products and solutions available to clients across the Enterprise....
Desired Experience: FINRA License

Relationship Banker - Anticipatory for the Silicon Valley So...

San Jose, CA 95129 (West San Jose area) +3 locations
Bachelor’s degree or business relevant associate degree (examples:. Relationship bankers (RBs) are located in the financial center and are responsible for...
Desired Experience: Bilingual, Cash Handling

Consumer Banking Market Leader

San Jose, CA 95128 (Willow Glen area)
Conduct financial center visits and reviews to visibly manage/inspect processes and ensure client and associate safety;...
Desired Experience: Time Management, Management Experience, Financial Report Interpretation, Microsoft Office

Financial Solutions Advisor Development Program

Cupertino, CA 95014 +2 locations
Deliver client reviews/presentations with confidence, including reviews of investment goals, and recommend wealth management strategies to help clients achieve...
Desired Experience: FINRA License

Merrill Edge Financial Solutions Advisor- Almaden Valley Fin...

San Jose, CA 95120 (Almaden Valley area)
Starting at a financial center, you’ll interact with banking clients, small business owners and higher net worth clients alike....
Desired Experience: Chartered Retirement Planning Counselor, FINRA License, CFP
Consumer Banking Market Leader - Silicon Valley Region
San Jose, CA 95128 (Willow Glen area)
Conduct financial center visits and reviews to visibly manage/inspect processes and ensure client and associate safety;...
Desired Experience: Time Management, Management Experience, Financial Report Interpretation, Microsoft Office
Merrill Edge Financial Solutions Advisor Development Program...
Santa Clara, CA 95050
Deliver client reviews/presentations with confidence, including reviews of investment goals, and recommend wealth management strategies to help clients achieve...
Desired Experience: FINRA License
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