Top 280 Personal Financial Advisors Jobs in San Jose, CA

Financial Service Advisor (Personal Banker)
Mission City Federal Credit Union —Santa Clara, CA
- $31 - $37 an hour
- Full-time
- Mid-level
- Office
- Business development
- Health insurance
- Dental insurance
Quick Apply
1d
Academic Coach, Neurodiversity Focus
Stanford University —Stanford, CA
- $100,000 - $109,000 a year
- Full-time
- Hybrid work
- Doctoral degree
- Customer service
- Writing skills
- Opportunities for advancement
6d
Academic Advisor
College Track —East Palo Alto, CA
- $69,000 - $83,000 a year
- Spanish
- High school
- Mid-level
- Paid holidays
Alumni Advisor
Cristo Rey San Jose Jesuit High School —San Jose, CA
- $74,587 - $143,819 a year
- Full-time
- School experience
- Classroom
- Mid-level
- Health insurance
- Dental insurance
7d
Student Services Specialist
Stanford University —Stanford, CA
- $98,790 - $105,114 a year
- Online Application
- Hybrid work
- Data analysis skills
- Mid-level
- 3 years
17h
Director, People Business Partner
eBay Inc. —San Jose, CA
- $195,200 - $260,600 a year
- Full-time
- 11+ years
- Analysis skills
- Senior level
- Paid time off
- Parental leave
Tax Expert - Expert Center (West)
Intuit —Pleasanton, CA
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
7d
Tax Expert - Expert Center (West)
Intuit —Los Gatos, CA
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
7d
Tax Expert - Expert Center (West)
Intuit —Menlo Park, CA
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
7d
Director of Accounting
Service Squared —Cupertino, CA
- $120,000 - $160,000 a year
- Full-time
- CPA
- Finance
- Analysis skills
- Profit sharing
- Health insurance
Quick Apply
1d
Client Success Manager (CSM), MultiPro Property Solutions
Valet Living LLC —San Jose, CA
- $74,000 - $84,000 a year
- Online Application
- Spanish
- English
- Mid-level
- Mileage reimbursement
- Health savings account
Quick Apply
Tax Expert - Local Tax Office
Intuit —Los Gatos, CA
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
15h
Tax Expert - Local
Intuit —Los Gatos, CA
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
15h
Tax Expert - Local Branch
Intuit —Los Gatos, CA
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
15h
Tax Expert - On-Site
Intuit —Los Gatos, CA
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
15h
Tax Expert - Local Tax Office
Intuit —Menlo Park, CA
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
15h
Tax Expert - Local Tax Office
Intuit —Pleasanton, CA
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
15h
Tax Expert - Local
Intuit —Menlo Park, CA
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
15h
Tax Expert - Local Branch
Intuit —Menlo Park, CA
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
15h
Tax Expert - On-Site
Intuit —Menlo Park, CA
- $27 - $41 an hour
- Monday to Friday
- Spanish
- CPA
- English
- Employee stock purchase plan
- Employee assistance program
15h

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Personal Financial Advisors jobs near San Jose, CA

Financial Service Advisor (Personal Banker)

Mission City Federal Credit Union
Santa Clara, CA

Quick Apply

Job Details

Full-time
$31 - $37 an hour
1 day ago

Benefits

Health insurance
Dental insurance
401(k)
Paid time off
Employee assistance program
Vision insurance
Life insurance

Qualifications

Investment
Financial sales
Spreadsheets
Cross-selling
Business development

Full Job Description

Mission City Federal Credit Union seeks a qualified candidate to join our team. To be considered for this position, you will need to have a demonstrated record of member/customer service excellence in the financial services industry.

Role

Serves as a primary source to handle member inquires, requests or processing of new transactions. Conduct new account and loan interviews with the ability to profile member needs and use good judgment on recommendation of credit union products and services. Performs assigned cash handling duties associated with the processing of member transactions and inquiries. Responsible for Business Development efforts within the community.

Major Duties and Responsibilities

Provides assistance to new and existing members with regard to all credit union products and services (includes all deposit products, lending products and investment opportunities available).
Cross-services appropriate products and services to help meet member financial needs and assigned cross-servicing goals.
Processes loan requests, including applications, documentation and disbursal, when necessary. Notifies members when a loan is declined.
Opens new membership, checking, money market, investment certificate, Trust, and carries out requests on deceased accounts and fraud situations.
Responsible for Business Development efforts within the community by building relationships, canvassing, attending events, occasionally conducting presentations and other similar activities. When attending business development activities.
Solely responsible for the security and balancing of assigned cash reserves and negotiable items at all times. Maintains cash levels, key controls and dual controls in accordance with company policy.
Must comply with all credit union policies and procedures, applicable laws and regulations, including but not limited to, the Bank Secrecy Act, the Patriot Act, and the Office of Foreign Assets Control.

Knowledge and Experience

Possess a broad knowledge of financial products and services, and preferred experience with the lending process, documentation, and DMV regulations.

Hours:

Monday - Friday: 8:30 AM to 5:00 PM

Our Benefits Package:

Highly Competitive Compensation
Medical, Dental and Vision Benefits
Employee Assistance Plan, Disability Plan, Flexible Spending Plan and Life Insurance
Generous Paid Time Off and Sick Time
401(k)
Business Casual Dress

About MCFCU:

Mission City Federal Credit Union is a small-but-mighty financial cooperative. We were founded in 1959 by a handful of Santa Clara City Employees who shared the common vision of people helping people, and the belief that dreams do come true. As a group of city employees earning humble pay, they came together, pooled their resources, and created financial opportunities for each other that they wouldn’t be able to obtain individually. Decades later the credit union has grown, but the original values remain intact. Strengthening our members’ financial health remains to be our highest calling.

Job Type: Full-time

Pay: $31.00 - $37.00 per hour

Physical Setting:

Office

Experience:

banking: 1 year (Required)
financial service advisor (personal banker): 1 year (Required)

Work Location: In person

Quick Apply

Refine Your Search

Personal Financial Advisors jobs in San Jose, CA

Financial Service Advisor (Personal Banker)

Academic Coach, Neurodiversity Focus

Academic Advisor

Alumni Advisor

Student Services Specialist

Director, People Business Partner

Tax Expert - Expert Center (West)

Tax Expert - Expert Center (West)

Tax Expert - Expert Center (West)

Director of Accounting

Client Success Manager (CSM), MultiPro Property Solutions

Tax Expert - Local Tax Office

Tax Expert - Local

Tax Expert - Local Branch

Tax Expert - On-Site

Tax Expert - Local Tax Office

Tax Expert - Local Tax Office

Tax Expert - Local

Tax Expert - Local Branch

Tax Expert - On-Site

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