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Financial Advisor Jobs in Santa Clara

Here is a selection of Financial Advisor jobs in/near Santa Clara, California

25 of 25 jobsSearch Financial Advisor jobs in Santa Clara

Chief Financial Officer (CFO)

San Jose, CA

Role Overview The Chief Financial Officer (CFO) will serve as a strategic partner to the Founder & CEO and executive leadership team, owning all financial strategy, planning, and operational finance across the business. This role goes far beyond...

2 days ago

Relationship Manager - Wealth Management

San Francisco, CA

Overview Kforce's client, a prestigious financial services firm, is seeking a Relationship Manager for their award winning private wealth management team in San Francisco, CA. Summary: The Relationship Manager is responsible for the development,...

3 days ago

Head of Business Finance - Tech & Corp Functions

Mountain View, CA
$226k - $286k

Waymo is an autonomous driving technology company with the mission to be the world's most trusted driver. Since its start as the Google Self-Driving Car Project in 2009, Waymo has focused on building the Waymo Driver-The World's Most Experienced...

3 days ago

J.P. Morgan Wealth Management -Vice President, Business Development Consultant - San Jose and I[ .]

San Jose, CA

Shape the future of wealth management by driving innovation and growth at J.P. Morgan. Be at the heart of launching strategic initiatives, empowering teams, and making a lasting impact on our clients and organization. Unlock your potential and help...

2 days ago

Chief Financial Officer (CFO)

San Jose, CA

Role Overview The Chief Financial Officer (CFO) will serve as a strategic partner to the Founder & CEO and executive leadership team, owning all financial strategy, planning, and operational finance across the business. This role goes far beyond...

2 days ago

Head of Business Finance - Tech & Corp Functions

Mountain View, CA
$226,000 - $286,000

Waymo is an autonomous driving technology company with the mission to be the world's most trusted driver. Since its start as the Google Self-Driving Car Project in 2009, Waymo has focused on building the Waymo Driver-The World's Most Experienced...

3 days ago

J.P. Morgan Wealth Management, Vice President, Wealth Planner

Palo Alto, CA
$170,000 - $260,000/year

Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities (operating businesses, private foundations, etc.). Our role is to work with advisors...

2 days ago

Complex Director of Finance - Embassy Suites by Hilton San Francisco Airport Waterfront and Emb[ .]

Burlingame, CA
$160,000 - $180,000

Complex Director of Finance - Embassy Suites by Hilton San Francisco Airport Waterfront & Oyster Point The Embassy Suites San Francisco Airport Oyster Point & Embassy Suites San Francisco Airport Waterfront are now hiring for a Complex Director of...

1 day ago

J.P. Morgan Wealth Management - Executive Director, Divisional Director of Lending

San Francisco, CA

The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors, Personal Advisors and Self-Directed - our...

11 hours ago

J.P Morgan Wealth Management- Executive Director, Wealth Planner

San Francisco, CA

Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities (operating businesses, private foundations, etc.). Our role is to work with advisors...

1 day ago

Tax Manager

San Francisco, CA

Large consulting firm is seeking a Tax Manager in the Private Wealth Tax practice, where you will perform high-level reviews of tax research of individual, fiduciary, partnership, closely-held corporations, estate, and gift work papers and tax...

1 day ago

Director, Financial Planning (San Francisco - Danville/Walnut Creek)

San Francisco, CA

Director, Financial Planning At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar...

2 days ago

Entry Level - Financial Advisor - CA, San Francisco / Bay Area (5068)

San Francisco, CA

Job Description - Entry Level - Financial Advisor - CA, San Francisco/Bay Area (5068) (250000KL) Primary Location Organization Description Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over...

2 days ago

Senior Financial Advisor

San Francisco, CA

Farther is a rapidly growing RIA that combines expert advisors with cutting-edge technology - delivering a comprehensive, tailored wealth management experience. Farther's founders are leaders and innovators from the private wealth industry who...

2 days ago

Tax Director

San Francisco, CA
$175,000/yr - $200,000/yr

Base Pay Range $175,000.00/yr - $200,000.00/yr About Compound Compound Planning is a digital family office and tech-enabled RIA managing more than $4 billion for high-net-worth founders, early employees, executives, professionals, and families. The...

2 days ago

Relationship Manager - Wealth Management

San Francisco, CA

Overview Kforce's client, a prestigious financial services firm, is seeking a Relationship Manager for their award winning private wealth management team in San Francisco, CA. Summary: The Relationship Manager is responsible for the development,...

3 days ago

Director of Financial Planning & Analysis (FP&A)

San Francisco, CA
$3T

Overview It's rare that a new asset class is born. Nevertheless, we're witnessing exactly that with the rise of crypto. Over just the last few years, since Bitwise was founded, crypto has evolved from an embryonic $50B market to a growing $3T+...

4 days ago

Accounting Manager

San Francisco, CA
$70,000 - $80,000/yr

Job Description Responsibilities Lead and manage the month-end, quarter-end, and year-end closing processes, ensuring timely and accurate journal entries, account reconciliations, and financial reporting in compliance with GAAP. Supervise the...

4 days ago

Associate Financial Advisor Paraplanner

San Francisco, CA

Full-time Company Description Farther is the first digital family office. Farther pairs established financial advisorswith intelligent technology to deliver the modern wealth management experience that clients deserve and to empower advisors to...

4 days ago

U.S. Private Bank - Private Banker - Vice President or Executive Director

Walnut Creek, CA
$100,000 - $130,000 2 week

U.S. Private Bank - Private Banker - Vice President or Executive Director Join to apply for the U.S. Private Bank - Private Banker - Vice President or Executive Director role at JPMorganChase U.S. Private Bank - Private Banker - Vice President or...

2 days ago

J.P. Morgan Wealth Management -Vice President, Business Development Consultant - San Jose and I[ .]

San Jose, CA
$95,000 - $155,000/Year

Shape the future of wealth management by driving innovation and growth at J.P. Morgan. Be at the heart of launching strategic initiatives, empowering teams, and making a lasting impact on our clients and organization. Unlock your potential and help...

4 days ago

J.P. Morgan Wealth Management -Vice President, Business Development Consultant - San Jose and I[ .]

San Jose, CA

Job Description Shape the future of wealth management by driving innovation and growth at J.P. Morgan. Be at the heart of launching strategic initiatives, empowering teams, and making a lasting impact on our clients and organization. Unlock your...

6 days ago

J.P. Morgan Wealth Management -Vice President, Business Development Consultant - San Jose and I[ .]

San Jose, CA

J.P. Morgan Wealth Management - Vice President, Business Development Consultant - San Jose and Irvine, CA 2 weeks ago Be among the first 25 applicants. Get AI-powered advice on this job and more exclusive features. Job Description Shape the future of...

6 days ago

Chief Financial Officer

Los Altos, CA

Los Altos Golf & Country Club invites an accomplished and forward-thinking financial strategist to serve as its next Chief Financial Officer (CFO). This is a rare opportunity for a visionary and collaborative leader to help guide one of Northern...

5 days ago

J.P. Morgan Wealth Management - Executive Director, Divisional Director of Lending

San Francisco, CA

The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors, Personal Advisors and Self-Directed - our...

4 days ago

View all Financial Advisor jobs in Santa Clara