Financial Advisor Salaries in Milpitas, CA

Provide spreadsheet analysis on an ad-hoc basis for more advanced financial topics and other specialty requests such as tax-loss harvesting, stock option, and…

$85,000 - $105,000 a year

The group reports directly to the Chief Accounting Officer over the Americas region and is primarily responsible for US regulatory reporting, preparation of…

$115,000 - $150,000 a year

Responsible for credit analysis and proper loan structuring. Excellent sales, self-management, credit analysis, loan structuring, applicant interviewing, and…

$220,000 - $270,000 a year

Experience working with financial planning tools (eMoney preferred). The Associate Financial Advisor (AFA) is a client-facing advisor-in-training role…

$85,000 - $115,000 a year

You will partner directly with members to understand their goals, design tailored strategies, manage implementation, and monitor performance.

$110,000 - $300,000 a year

5 days ago

Active FINRA Series 7 license. Active FINRA Series 66 license (or equivalent). May be obtained with a 120-day condition of employment for certified and current…

$120,000 - $174,000 a year