Investment Advisor Jobs in San Jose
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Search Results - Investment Advisor Jobs in San Jose
Robert Half-San Jose
assets for market suitability.
• Execute buy/sell orders per investment strategy.
• Oversee client accounts based on risk tolerance.
• Conduct quarterly performance reviews and client outreach.
• Track market movements and create performance summaries...
roberthalf.com -
Paulson Investment Company, LLC-San Jose
Paulson Investment Company, LLC is a boutique investment banking, wealth management, execution services, and retail brokerage and advisory firm focused on the micro to mid-cap (public & private) markets. We provide a broad range of investment...
mindmatch.ai -
New York Life-San Jose
such as by becoming a financial advisor with Eagle Strategies LLC, our investment advisory division, to offer wealth management and advisory services,2 estate planning strategies, and business solutions.
Human guidance
When you join New York Life, you’re joining...
talentnest.com -
Robert Half-San Jose
If interested, please contact Yuzo Shimura on LinkedIn at Robert Half
Title: Client Service Associate
Location: San Jose, CA 100% Onsite
Salary: $90-110k base + Bonus (~20%)
About the Company:
This organization is a swiftly expanding investment...
roberthalf.com -
San Jose
a financial planning practice that focuses on:
Planning Experience
• Asset & Income Protection
• Education Funding
• Investment & Advisory Services
• Trust Services
• Retirement Solutions
• Business Needs Analysis
Northwestern Mutual’s proprietary...
icims.com -
Mission Creek Capital Partners Inc.-Sunnyvale, 7 mi from San Jose
Company Description
We are an independent registered investment advisor (RIA) firm in the San Francisco Bay Area. We provide specialized investment management strategies and solutions for a range of clients, including institutions, limited...
mindmatch.ai -
Sonen Capital LLC-San Francisco, 40 mi from San Jose
Sonen Capital is an independent impact investment advisor that works with endowments, foundations, and family offices to create bespoke investment solutions that deliver competitive financial returns alongside meaningful and measurable social...
appcast.io -
Robert Half-Los Gatos, 11 mi from San Jose
If interested, please contact Yuzo Shimura on LinkedIn at Robert Half
Title: Associate Investment Advisor
Location: Los Gatos, San Jose (Onsite 5 days a week, flexible to 4 days)
Salary: $70-100k base salary + Revenue Sharing (Depends...
roberthalf.com -
Knowhirematch-San Francisco, 40 mi from San Jose
sophisticated advice to clients on regulatory and compliance matters affecting registered investment companies.
Guide clients on adhering to federal regulations, particularly under the Investment Company Act and Investment Advisers Act, and assist with complex...
resume-library.com -
Social Capital Resources-Santa Clara, 4 mi from San Jose
knowledge of SEC and FINRA broker-dealer regulation and regulatory environment
• Trade Surveillance experience is a must
• Must have working knowledge of Investment Advisors Act of 1940
• Experience with Mutual Funds
• Familiarity within a regulatory, legal...
mindmatch.ai -
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