Senior Wealth Advisor The Croghan Colonial BankSenior Wealth AdvisorFremont, CA$100,000–$135,000 / yearLead sophisticated client and professional-advisor conversations involving estate planning, wealth transfer, fiduciary obligations, liquidity needs, portfolio strategy, tax-aware coordination, retirement income, business succession, charitable planning, incapacity, family governance, and sensitive beneficiary matters. Eight to ten or more years of progressive experience in wealth management, RIA advisory work, financial planning, tax planning, estate planning, trust administration, fiduciary services, investment management, private banking, law, accounting, or a related discipline.
NewFinancial Advisor (Foster City) SummitryFinancial Advisor (Foster City)Foster City, CA$115,000–$150,000 / yearAdvisors maintain a focused client base (typically fewer than 100 households) and manage an established book of client relationships while contributing to organic growth through client referrals, COI relationships, and partnership with the firm’s Business Development team. CFP Certified (or 7 years of advisory services in a lead-advisor role, with comprehensive financial planning and business development experience; must pass the CFP within 2 years of hire).
Beauty Advisor - Full Time Sephora USA IncBeauty Advisor - Full TimeSan Francisco, CA$22.60–$26 / hourPrevious experience and demonstrated ability to provide excellent service and develop strong client relationships in a retail, hospitality, or client-focused environment. Stay ahead of trends Keep up with the latest beauty products, techniques, and trends to deliver relevant advice that keeps clients coming back.
Wealth Management Advisor II Fifth Third BankWealth Management Advisor IISan Francisco, California$121,900–$262,100 / yearWealth Management Advisor IITotal Base Pay Range 121,900.00 - 262,100.00 USD Annual At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Marketing Advisor CompassMarketing AdvisorLos Gatos, CA$70,000–$75,000 / yearCreate strategic marketing plans in tandem with the Compass platform that will allow our customers to maximize the effectiveness of their budgets against tactics that will work toward achieving their marketing goals and growing their business; this includes branding, print advertising, digital, social, direct mail, video, paid media, etc. Liaise between the company's design team and agents to communicate and coordinate the delivery of larger projects and all associated materials (photography, copywriting, overall content development, etc), while establishing cohesion between the Compass brand and the marketing/advertising deliverables of our agents.
Equity Advisor Penske CorporationEquity AdvisorSan Jose, CA$42,000–$114,000 / yearAt Penske Automotive Group (PAG), we strive to create a positive and inclusive workplace that promotes excellence and achievement, and we aim to deliver the very best experience possible to our customers. If you are ready for a rewarding career with competitive compensation and benefits, and opportunities to excel and advance, consider joining us on the Penske Automotive Group team.
H&M Sales Advisor- Great Mall H & M Hennes & Mauritz ABH&M Sales Advisor- Great MallMilpitas, CAWe believe in supporting your overall wellbeing and offer comprehensive benefits inclusive of health insurance, wellness and family support programs, company match retirement plan, paid leave programs, and paid time off, including a community day to serve your local community. You''ll also work on garment refill & care, presentation and contribute to a clean and tidy sales floor and back of house, working closely with the rest of your store team to deliver an excellent customer experience.
Service Advisor Penske CorporationService AdvisorSan Jose, CAAs a trusted Service Advisor, you will be the liaison between the customer and the service department, scheduling appointments, reviewing service history, relaying important information about vehicle maintenance and repairs to customers, and providing accurate cost estimates. At Penske Automotive Group (PAG), we strive to create a positive and inclusive workplace that promotes excellence and achievement, and we aim to deliver the very best experience possible to our customers.
Wealth Management Advisor - San Jose CA U.S. BancorpWealth Management Advisor - San Jose CASan Jose, CAWMAs advise clients using U.S. Banks Asset Management Group (AMG) or U.S. Bancorp Investments open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a clients unique situation. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Wealth Advisor Cerity Partners LLCWealth AdvisorLos Altos, CA$165,000–$175,000 / yearThe Principal Wealth Advisor leads client meetings, collaborates across departments to meet client needs, mentors colleagues, and ensures a superior client experience. Position Summary: The Principal Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies.
Network Intelligence Advisor - US West KentikNetwork Intelligence Advisor - US WestSan Francisco, CARemote$144,000–$168,000 / yearKentik Network Intelligence Advisors are not just a point of contact; they strive to become a trusted technical friend and advisor – the person our customers can rely on to help navigate their most complex network challenges and strategic initiatives. You will be working at a fast-growing, well-funded startup alongside industry thought leaders and network aficionados as we build the future of observability and set the high bar for how network operations and digital businesses should run.
Sr. Sales Advisor First Citizens BankSr. Sales AdvisorSan Francisco, California$38.90–$52.34 / hourFull timeThis hire will help with pre-engagement prospect research, content creation, prospect prioritization, help support ongoing relationship building with prospects, help support the team with pre and post event support, and drive further efficiency to the team’s go-to-market. First Citizens offers an array of general banking services including a network of more than 550 branches in 23 states and commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast.
Affluent Wealth Advisor First Citizens BankAffluent Wealth AdvisorMenlo Park, California$106,000–$150,000 / yearFull timeQualifications: Bachelor's Degree and 2 years of experience in Financial Services relationship management, banking, Private Banking or Wealth Management OR High School Diploma or GED and 6 years of experience in Financial Services relationship management, banking, Private Banking or Wealth Management. License or Certification Type: Valid Series 7, 63 and 65 or 66 licenses Required, Valid state insurance licenses RequiredSkill(s): Client Relationship Management, Structured Sales Process, Knowledge of Banking and Securities Products and Services, Financial Planning, Credit Underwriting, Business Development.
Senior Home Lending Advisor - San Francisco, CA JPMorgan Chase Bank, N.A.Senior Home Lending Advisor - San Francisco, CASan Francisco, CAFull timeJoin our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
J.P. Morgan Wealth Management - Private Client Advisor - San Francisco, CA (Financial District and Surrounding Areas) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - San Francisco, CA (Financial District and Surrounding Areas)San Francisco, CAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Senior Home Lending Advisor, San Jose, CA JPMorgan Chase Bank, N.A.Senior Home Lending Advisor, San Jose, CASan Jose, CAFull timeJoin our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Servicing Travel Advisor III JPMorgan Chase Bank, N.A.Servicing Travel Advisor IIISausalito, CAFull timeChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. As a Servicing Travel Advisor III on the Air Fulfillment Team, you will partner with clients to craft personalized itineraries, build lasting relationships, and deliver a premium level of service.
Wealth Management Advisor - San Jose CA U.S. BankWealth Management Advisor - San Jose CASan Jose, California$65,000–$80,200 / yearBasic Qualifications - Bachelor's degree, or equivalent work experience - Three to five years of experience in a financial sales position, preferably working with the affluent client segment - FINRA Series 7, 63, 65 or 66 license, and applicable state insurance license Preferred Skills/Experience - Considerable knowledge in financial planning, including but not limited to goals based planning, asset allocation, retirement planning, and education funding - Considerable knowledge of the securities industry, including U.S. Bancorp Investments, investment and insurance products and services - Extensive knowledge of private banking products and services, including credit processes and policies - Ability to effectively present investment strategies to clients and maintains a holistic approach to planning - Strong relationship management, sales and new business development skills - Well-developed analytical and problem-solving skills - Excellent interpersonal, verbal and written communication skills - Proficient with various computer software programs including the ability to use recommended desktop planning tools and processes. WMAs advise clients using U.S. Bank's Asset Management Group (AMG) or U.S. Bancorp Investment's open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a client's unique situation.
Financial Solutions Advisor Registration Candidate- East Bay Market Bank of America CorpFinancial Solutions Advisor Registration Candidate- East Bay MarketFremont, CA$28.85–$33.65 / hourOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills youve learned by growing and deepening relationships within a portfolio of clients. Merrill Lynch, Pierce, Fenner & Smith Incorporated, also referred to as "MLPF&S" or "Merrill," makes available certain investment products sponsored, managed, distributed, or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Sales & Service Advisor Big Brand TireSales & Service AdvisorSan Francisco, CaliforniaNow in over 10 states and growing fast, we’re serious about two things: delivering world-class service to our customers and being the employer-of-choice by providing endless opportunities for career growth. 1–3 years of experience in automotive service sales, retail automotive, and strong customer service + transferable sales background.