1,172 Results for

Account Specialist Jobs in Guthrie, NC

Jobs

Senior Financial Analyst MongoDB Inc

San Francisco, CA

Responsibilities: Business Partnering: Quickly establish positive relationships and become a key advisor for your G&A partners allowing you to build a solid understanding of business drivers and ensuring alignment with overall company objectives. MongoDB's unified data platform, the most widely available, globally distributed data platform on the market, helps organizations modernize legacy workloads, embrace innovation, and unleash AI.

9 days ago

Relationship Advisor II- Technology First Citizens BancShares Inc

San Francisco, CA

$70,000–$94,000 / year

With more than 40 years of experience supporting the innovation economy, our teams work closely with clients across technology, life sciences, healthcare, venture capital, private equity, and other innovation-driven sectors, providing specialized banking solutions, industry insights, and meaningful connections that help businesses scale and thrive. 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.

6 days ago

Sanctions Advisor SoFi Technologies Inc

San Francisco, CA

Provide direct advisory support to the Compliance and Risk Leadership team on high-risk transactions, strategic market expansions, mergers, and emerging international sanctions regimes. Serve as a point of escalation for sanctions investigations, including cryptocurrency, providing regulatory guidance for complex scenarios, risk determinations, and actionable mitigating steps.

1 day ago

Sr. Portfolio Advisor, Global Family Office Group Northern Trust Corp

San Francisco, CA

$164,600–$225,000 / year

As a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions. Analyze and plan the overall investment strategy with continuous revision as goals and objectives change and in the context of client needs, working closely and proactively with the broader client service team to identify and execute on various investment-related responsibilities.

30+ days ago

Sales Advisor IV - San Francisco Showroom Rivian

San Francisco, California

$43,500–$57,670 / year
Full time

Rivian may use your Candidate Personal Data for the purposes of (i) tracking interactions with our recruiting system; (ii) carrying out, analyzing and improving our application and recruitment process, including assessing you and your application and conducting employment, background and reference checks; (iii) establishing an employment relationship or entering into an employment contract with you; (iv) complying with our legal, regulatory and corporate governance obligations; (v) recordkeeping; (vi) ensuring network and information security and preventing fraud; and (vii) as otherwise required or permitted by applicable law. Rivian may share your Candidate Personal Data with (i) internal personnel who have a need to know such information in order to perform their duties, including individuals on our People Team, Finance, Legal, and the team(s) with the position(s) for which you are applying; (ii) Rivian affiliates; and (iii) Rivian’s service providers, including providers of background checks, staffing services, and cloud services.

30+ days ago

Sales Advisor IV - Corte Madera Showroom Rivian

Corte Madera, California

$43,500–$57,670 / year
Full time

6 days ago

Mtge Home Loan Advisor First Bank

San Mateo, CA

Analyze perspective borrowers' financial status (income and debt) by obtaining required paperwork needed for loan submission and to notify borrower of credit report/appraisals ordered to determine feasibility of making a mortgage loan. Meet with perspective borrowers to obtain loan applications, explain application process, fees involved, and different programs available, etc.

10 days ago

Sales Advisor IV - Bay Area (For Future Consideration) Rivian

San Francisco, California

$43,500–$54,400 / year
Full time

30+ days ago

Product Manager, Agent Development - Financial Services Sierra Technologies Inc

San Francisco, CA

Our financial services team partners closely with these organizations to set their AI strategies and build modern tools that carefully handle moments when a person's private anxiety meets an institution's procedural muscle - the instant before a family learns whether they are pre-approved for a mortgage; the claustrophobic half hour after someone notices a fraudulent charge; the frustrating experience of losing a card and needing to order a new one. Our financial services customers span systemically important banks, neobanks committed to building more delightful banking software (1 in 3 of the worlds leading banks use Sierra!), insurers that provide protection for life's most challenging moments, vertically integrated ecosystems like Rocket Companies, and more.

30+ days ago

Fashion Advisor, WFJ Specialist, San Francisco Chanel S.A.

San Francisco, CA

Career and Leadership Development: We have dedicated in-house teams focused on supporting the onboarding of employees, developing leadership skills via custom programs like Imagine CHANEL People, Heart of Leadership and group and individual coaching, and blended online and live classes offered on our Bloom platform and by skilled trainers, such as Shape Your Career, to develop career building skills. We offer Employee Resource Groups in the US that are voluntary, open to all, employee-led groups formed around a shared identity or lived experience, whose aim is to foster a diverse, inclusive, and equitable community aligned with the values and missions of the communities they support.

26 days ago

Oracle EBS Financials Lead Apolis

SFO, CA

$65 / hour
Quick Apply

Act as a trusted advisor to executives, managers, and business partners by clearly communicating complex technical concepts to both technical and non technical audiences. Lead and deliver complex E1 / Oracle EBS Financials programs by setting clear expectations, championing technical solutions, and ensuring alignment between business and IT stakeholders.

30+ days ago

Private Wealth Management - Private Wealth Advisor U.S. Bank

Walnut Creek, California

$180,270–$220,330 / year

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. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management.

18 days ago

Member Relationship Advisor Chevron Federal Credit Union

Walnut Creek, CA

$21.79–$29.96 / hour

Assists members with financial transactions including working with cash and checks while adhering to policies and procedures to accurately process transactions, identify and prevent fraud, and balance cash negotiables daily. Yet our corporate culture is not stuffy: the Team Spirit Committee runs fun activities and charitable events throughout the year, and work-life balance, mutual respect, diversity, and providing a voice for every employee are all important to us.

28 days ago

Sr. Member Relationship Advisor Chevron Federal Credit Union

Walnut Creek, CA

$23.77–$32.68 / hour

Yet our corporate culture is not stuffy: the Team Spirit Committee runs fun activities and charitable events throughout the year, and work-life balance, mutual respect, diversity, and providing a voice for every employee are all important to us. Assists members with financial transactions including working with cash and checks while adhering to policies and procedures to accurately process transactions, identify and prevent fraud, and balance cash negotiables daily.

29 days ago

Licensed Financial Representative Amplify

San Francisco, CA

Remote

$50,000–$200,000

This role is ideal for highly motivated sales professionals who thrive in a performance-driven environment, enjoy helping clients achieve their financial goals, and are excited about combining technology, finance, and relationship-based selling. Amplify provides a pipeline of qualified inbound opportunities, allowing you to focus on what you do best: educating clients, building relationships, and helping customers make informed financial decisions.

30+ days ago

Finance Reinvention - Financial Services Senior Manager, EPM Accenture Plc

San Francisco, CA

We provide end-to-end services - from strategy through delivery and managed operations - that address the unique challenges faced by Finance executives in banking, insurance and capital markets, helping them lead a more efficient, resilient and value-creating Finance function powered by data, automation and a strong ecosystem of technology partners. Our Planning & Performance Analysis (P&PA) capability focuses on Financial Services, turning financial data into forward-looking conviction through connected planning, AI-driven forecasting, scenario modeling, and decision intelligence that helps banking, insurance, and capital markets leaders navigate volatility and move boldly.

2 days ago

Assurance Senior Associate - Financial Services EisnerAmper

San Francisco, CA

Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements.

30+ days ago

Tax Director, Private Client Advisors Armanino

San Ramon, California

$195,100–$265,900 / year

Manage larger and complex engagements and workflow of multiple clients and related deliverables to minimize risk and surprises, maximize engagement economics, meet internal and external deadlines and develops less experienced engagement personnel, primarily managers and supervisors. Engage with our internal business development department, builds relationships across the firm internally, identify potential cross-selling opportunities for clients and actively brings the opportunities to clients, collaborating across AMLLP service lines.

17 days ago

Remote Benefits Enrollment Advisor AO Garcia Agency

Oakland, California

Remote

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. Requirements • Communication that is clear and human • Discipline without a supervisor in the hallway • Openness to a proven process • Interest in benefits conversations, not just “sales energy” .

7 days ago

Financial Controller Ambience Healthcare Inc

San Francisco, CA

Ambience was ranked #1 for Improving the Clinician Experience in the KLAS Research Emerging Solutions Top 20 Report, recognized by Fast Company as one of the Next Big Things in Tech, named one of the best AI companies in healthcare by Inc., and selected as a LinkedIn Top Startup in 2024 and 2025. Work on mission-critical AI technology that directly improves clinicians' day-to-day lives and health system financial health across some of the most complex, high-stakes workflows in the world.

30+ days ago

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Account Specialist Jobs in Guthrie, NC

Senior Financial Analyst MongoDB Inc

Relationship Advisor II- Technology First Citizens BancShares Inc

Sanctions Advisor SoFi Technologies Inc

Sr. Portfolio Advisor, Global Family Office Group Northern Trust Corp

Sales Advisor IV - San Francisco Showroom Rivian

Sales Advisor IV - Corte Madera Showroom Rivian

Mtge Home Loan Advisor First Bank

Sales Advisor IV - Bay Area (For Future Consideration) Rivian

Product Manager, Agent Development - Financial Services Sierra Technologies Inc

Fashion Advisor, WFJ Specialist, San Francisco Chanel S.A.

Oracle EBS Financials Lead Apolis

Private Wealth Management - Private Wealth Advisor U.S. Bank

Member Relationship Advisor Chevron Federal Credit Union

Sr. Member Relationship Advisor Chevron Federal Credit Union

Licensed Financial Representative Amplify

Finance Reinvention - Financial Services Senior Manager, EPM Accenture Plc

Assurance Senior Associate - Financial Services EisnerAmper

Tax Director, Private Client Advisors Armanino

Remote Benefits Enrollment Advisor AO Garcia Agency

Financial Controller Ambience Healthcare Inc

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