Top 67 Finance associate Jobs in Palo Alto Ca

Associate Advisor
Morling Financial Advisors —Fremont, CA
- $70,000 - $80,000 a year
- Full-time
- Background check
- Writing skills
- Research
- Commuter assistance
- Health savings account
Quick Apply
4d
Genesis Finance Associate
Hyundai of Mountain View —Mountain View, CA
- $72,000 - $120,000 a year
- Full-time
- Remote
- Dealership
- Organizational skills
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
Associate, Primary
Adams Street Partners —Menlo Park, CA
- $135,000 - $145,000 a year
- Writing skills
- Mid-level
- Office
- Profit sharing
- Commuter assistance
Finance Operations Analyst/Associate
Stealth HC —San Mateo, CA
- Full-time
- Mid-level
VC Associate
Toyota Research Institute —Los Altos, CA
- $120,000 - $155,000 a year
- Full-time
- Computer Science
- Data analysis skills
- Mid-level
- 401(k)
- Paid time off
Finance Associate - AI Trainer
DataAnnotation —San Jose, CA
- $50 - $60 an hour
- Part-time
- Remote
- English
- Mid-level
- Master's degree
Quick Apply
Sr Financial Accounting Associate
Pivotal Talent Search —Oakland, CA
- $140,000 - $150,000 a year
- Full-time
- Hybrid work
- Microsoft Excel
- 6 years
- Bachelor's degree
Quick Apply
Wealth Management Associate
Morgan Stanley —Los Gatos, CA
- $75,000 - $125,000 a year
- Email
- 5 years
- Computer literacy
- Writing skills
6d
Associate, Capital Markets
Tesla —Palo Alto, CA
- $80,000 - $180,000 a year
- Full-time
- Mid-level
- Office
- Bachelor's degree
- Commuter assistance
- Health savings account
5d
Associate Financial Advisor (Foster City)
Summitry —Foster City, CA
- $85,000 - $115,000 a year
- Full-time
- Hybrid work
- Mid-level
- Office
- Business development
- Health savings account
- Health insurance
Quick Apply
Palo Alto Corporate Finance Associate
Wilson Sonsini Goodrich & Rosati —Palo Alto, CA
- $260,000 - $365,000 a year
- Full-time
- Mid-level
- Office
- 3 years
- Paid parental leave
- Health savings account
Associate, RIA Relationship Management (West Coast)
Allocate —Palo Alto, CA
- $105,000 - $130,000 a year
- Full-time
- Hybrid work
- Mid-level
- 3 years
- Analysis skills
D2SF US - Investment Associate
Naver U.Hub INC —Redwood City, CA
- $100,000 - $150,000 a year
- Full-time
- Computer Science
- Engineering
- English
11d
Private Equity Debt Finance – Mid-Level Associate
Goodwin Procter LLP —Silicon Valley, CA
- Mid-level
- Contracts
- Communication skills
Associate Wealth Advisor
Focus Partners Wealth —East Palo Alto, CA
- $85,000 - $110,000 a year
- Hybrid work
- Mid-level
- Office
- Analysis skills
- Health insurance
- Dental insurance
Senior Associate Wealth Advisor
Focus Partners Wealth —Palo Alto, CA
- $124,000 - $140,000 a year
- Overtime
- Hybrid work
- CPA
- 5 years
- Office
- Health insurance
- Dental insurance
3d
Associate, Structured Finance
Bloom Energy —San Jose, CA
- $100,000 - $150,000 a year
- Full-time
- Data analysis skills
- Office
- 2 years
- Health insurance
- Dental insurance
Registered Client Service Associate - Ameriprise Financial Advisors - San Jose, CA
Ameriprise Financial —San Jose, CA
- $32.21 - $44.27 an hour
- Full-time
- Research
- Office
- 3 years
- Dental insurance
- 401(k)
Corporate Development Associate
IntApp —Palo Alto, CA
- $140,000 - $190,000 a year
- Email
- Hybrid work
- Mid-level
- Office
- Analysis skills
- Paid time off
Senior Associate Wealth Advisor
Focus Financial Partners —Palo Alto, CA
- $124,000 - $140,000 a year
- Overtime
- Hybrid work
- CPA
- 5 years
- Office
- Health insurance
- Dental insurance
3d

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finance associate jobs near palo alto ca

Associate Advisor

Morling Financial Advisors
Fremont, CA

Quick Apply

Job Details

Full-time
$70,000 - $80,000 a year
4 days ago

Benefits

Commuter assistance
Health savings account
Paid holidays
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Vision insurance
401(k) matching
Professional development assistance
Life insurance

Qualifications

Customer communication
Teamwork
Spreadsheets
Research
Bachelor's degree
Organizational skills
Financial services
Productivity software
Time management

Full Job Description

Position Overview: The Associate Advisor works directly with Senior Advisors to assist with the wealth management and financial planning needs of clients. This position is responsible for providing support to Advisors including data gathering, case design, scenario building, financial plan development and financial plan implementation. The Associate Advisor is an integral part of our team serving as the true connection between our clients, support team, and advisors. The Associate Advisor provides technical financial planning and investment management work, typically under the management of a Lead/Senior Advisor.

Duties & Responsibilities:

Analyze and evaluate information to solve client issues responsibly
Provide support for the financial planning needs of clients including:
Conduct research as needed and work with client’s other advisors (attorneys, CPAs, etc.) to obtain all necessary data for financial planning analyses
Prepare all retirement forecasts, cash flow analyses, education forecasts, insurance analyses, estate flows
Identify areas of opportunity for clients based on financial planning analyses
Create drafts of financial plans
Prepare materials for client meetings; work with other team members to ensure client meetings are prepared for thoroughly and accurately
Attend client meetings and take notes as requested; manage/delegate/complete all meeting follow-up items
Communicate with clients to understand and address goals; liaise with client’s attorneys and accountants as needed
Assist wealth advisors with any issues surrounding client reporting and performance
Ensure accurate processing of client data in software systems utilizing; Salesforce, eMoney, and Orion
Perform special request analyses for clients (e.g., mortgage analysis, Social Security analysis)
Assist with new client onboarding
Maintain accurate notes and records regarding client matters in the CRM
Keep team members adequately informed on all active and pending client matters
Ensure compliance with laws, regulations, and standards in decision-making processes
Assist with special projects as needed

Qualifications:

Bachelor’s degree preferably in business, accounting, finance, economics or related field of study
Minimum of 3 years of work-related experience in the financial services industry
Series 65 licensed or within 6 months of employment
Has CFP® or is in pursuit of the designation
Proficiency in Microsoft Office; to include intermediate knowledge of Excel
Experience using a financial planning software system (eMoney), a CRM system (Salesforce), a portfolio management reporting system (Orion) and document management software is preferred

Other Skills, Experience & Attributes:

Excellent communication skills (verbal, written and listening)
Knowledge of Investment Advisory Regulations
Demonstrates personal integrity, honesty and can deal with confidential information daily
Ability to deal with stress in an ever-changing investment market and financial services industry
Excellent time management and strong organizational skills, and ability to prioritize multiple tasks and anticipate potential problems
Reliable, follows through on commitments, does not shrink from new challenges
Possesses a passion to help new and existing clients
Must be organized, detail-oriented and able to manage and prioritize tasks
Demonstrates a commitment to accuracy by delivering high quality work
Collaborative and able to work effectively with others
Flexible team player who is highly adaptable to change and open to new ideas
Demonstrated ability to work successfully in an entrepreneurial, small company environment
Uphold firm’s purpose, vision and values

This is not a sales position.

Competitive compensation, between $60,000 and $75,000 based on experience, plus 15% bonus potential.

Benefits include:

Retirement plan (401k and Roth 401k) with employer contributions
Medical, dental, vision, life, and DI insurance
HSA, FSA, and commuter benefits
Paid time off and holidays
Continuing education opportunities and career advancement
Sponsorship towards advanced designations

This is an in-office position with limited remote work opportunities and only available once fully trained.

To be employed within the financial services industry, candidate must pass a thorough background check. This includes DMV, credit and criminal.

We are working directly with a recruiter, so please do not contact our office.

Please submit cover letter and resume in Word or PDF format.

Instructions for applying for this position:
Resumes will not be accepted without a cover letter that states why you would be a good fit for this position and the compensation range you wish to discuss. Also in your cover letter, please describe your three most defining characteristics or attributes. This exercise is meant to show us your writing skills and ability to follow directions as well as to help us get to know you. Please follow these instructions to ensure your resume will be reviewed. We look forward to your submission!

Job Type: Full-time

Pay: $70,000.00 - $80,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Health savings account
Life insurance
Paid time off
Professional development assistance
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

finance associate jobs in palo alto ca

Associate Advisor

Genesis Finance Associate

Associate, Primary

Finance Operations Analyst/Associate

VC Associate

Finance Associate - AI Trainer

Sr Financial Accounting Associate

Wealth Management Associate

Associate, Capital Markets

Associate Financial Advisor (Foster City)

Palo Alto Corporate Finance Associate

Associate, RIA Relationship Management (West Coast)

D2SF US - Investment Associate

Private Equity Debt Finance – Mid-Level Associate

Associate Wealth Advisor

Senior Associate Wealth Advisor

Associate, Structured Finance

Registered Client Service Associate - Ameriprise Financial Advisors - San Jose, CA

Corporate Development Associate

Senior Associate Wealth Advisor

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