HiringCafe
Join our community

2 strategic advisor jobs at 2 companies in Lathrop, CA

1w
Save
Mark Applied
Hide
Associate Wealth Advisor
Menlo Park or Walnut Creek
$110k-$125k/yr HybridFull Time
Focus Financial Partners
Focus Financial Partners: Providing independent fiduciary wealth management and financial advisory services.
4+ YOEBachelor's degree, Series 65 or equivalent, and 4+ years of financial services experience. Requires financial analysis, modeling, strategic planning, investment, tax, estate, and risk management expertise.
CRM, custodian websites
Job PostingView all
2w
Save
Mark Applied
Hide
Senior Advisor Programs Manager
Concord, California, United States
$105k-$120k/yr HybridFull Time
AssetMark
AssetMark: Provides wealth management technology and investment solutions for advisors.
Bachelor's degree and significant program management experience; strong strategic, analytical, and communication skills; proficient with Salesforce, Slack, and Microsoft Office; copywriting and design familiarity; ability to work hybrid and attend up to 10 events/year.
Salesforce, Slack, Microsoft Outlook, Microsoft Word, Microsoft Excel, Microsoft PowerPoint
Job PostingView all