NewAssociate Financial Advisor (Foster City) SummitryAssociate Financial Advisor (Foster City)Foster City, CA$85,000–$115,000 / yearThe Associate Financial Advisor (AFA) is a client-facing advisor-in-training role responsible for managing and growing relationships, while building the technical and advisory skills required to become a Financial Advisor. Join an innovative and collaborative team dedicated to becoming the most admirable advisory firm, helping families thrive amid the unique opportunities and challenges of life in the Bay Area.
NewSenior Financial Advisor (Foster City) SummitrySenior Financial Advisor (Foster City)Foster City, CA$150,000–$225,000 / 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. The Senior Financial Advisor (SFA) serves as the primary relationship owner for high-net-worth clients, delivering comprehensive financial planning and investment guidance.
Executive Advisor Contractor: 6-9 years (Advanced) Artech LLCExecutive Advisor Contractor: 6-9 years (Advanced)San Jose, CA$1–$70 / hourThe role will focus on: • Deal sourcing / pipeline: Track inorganic opportunities, screen inbound CIMs, and prioritize against strategic focus areas, primarily cloud-native SaaS, AI/ML tooling, and vertical software. Seeking an experienced Corporate Development Manager or Senior Manager to support the Client’s Corporate Development team across the full M&A lifecycle.
Automotive Parts Advisor Toyota SunnyvaleAutomotive Parts AdvisorSunnyvale, CA$17.95–$35 / hourWorking Conditions: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job in an automotive shop. Qualifications: High school diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience.
Financial Advisor Northwestern MutualFinancial AdvisorCampbell, California$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Private Client Advisor II Bank of AmericaPrivate Client Advisor IIWalnut Creek, CaliforniaThis includes our commitment to being a diverse and inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs.
Regional Technical Advisor Schlumberger Ltd.Regional Technical AdvisorPleasanton, CAWorking closely with sales representatives and customers, the Specialist evaluates operational requirements, recommends effective chemical treatment solutions, and supports the development of tailored proposals. The District Account Manager will serve as a regional technical advisor to the Eagle Ford commercial team, providing technical expertise and customer support for chemical products and applications.
Wealth Advisor, Wealth Advisory Charles SchwabWealth Advisor, Wealth AdvisoryCampbell, CAClient Experience: Ability to build trust by listening actively, asking thoughtful questions, and clearly translating complex financial concepts into guidance clients can understand and act on. • Coachability: Actively seeks, receives, and applies feedback; communicates openly about development needs and adjusts approach to continuously improve advisory effectiveness.
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.
Academic Advisor (9 Positions) CSU CareersAcademic Advisor (9 Positions)San José, CaliforniaPursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, the Annual Security Report (ASR) is also now available for viewing at https://www.sjsu.edu/clery/docs/SJSU-Annual-Security-Report.pdf. Education Code 89521 Requirements: Applicants will be required to disclose whether they have received a final administrative decision or final judicial decision determining that they have committed sexual harassment within the last 7 years only after a determination is made that they meet the minimum qualifications for the position, and before an offer of employment is extended.
Athletic Academic Advisor (2 Positions) CSU CareersAthletic Academic Advisor (2 Positions)San José, CaliforniaTake a lead role in designing and implementing programming efforts and materials to support students’ transition to SJSU, with the goal of enhancing skills and behaviors that facilitate academic success (e.g., time management, study skills, effective communication with instructors, growth mindset, student panel). The coach also supports students in helping them understand California State University (CSU) and San José State University (SJSU) requirements relating to their degree requirements and Mountain West Athletic Conference and National Collegiate Athletic Association (NCAA) athletic requirements.
Senior Academic Advisor - Students in Transition (2 positions) CSU CareersSenior Academic Advisor - Students in Transition (2 positions)San José, CaliforniaUnder the limited supervision of the Managing Director for the Exploratory Student Success Center, the Senior Academic Advisor - Students in Transition supports the enrollment, retention, and graduation of former students returning to San José State University. The incumbent develops and delivers programming, workshops, and materials designed to promote academic success and belonging, while also employing data-driven case management strategies to track student progress and implement timely interventions.
Experienced Wealth Advisor Golden Summit Wealth & Insurance Solutions a MassMutual FirmExperienced Wealth AdvisorPleasanton, CA$150,000–$500,000 / yearWhether you are looking to expand your current practice, strengthen your planning capabilities, join a team, or develop a long-term succession strategy, Golden Summit Wealth provides the resources to help support your next stage of growth. Golden Summit Wealth & Insurance Solutions is seeking an experienced, securities-licensed wealth advisor who wants the autonomy to grow a practice with the support of a collaborative, well-resourced financial organization.
Senior Wealth Advisor Columbia BankSenior Wealth AdvisorWalnut Creek, CAThe Senior Wealth Advisor is expected to consistently maintain and build a book of business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. They also must have the ability to grow and manage a large book of business encompassing business development, financial planning, asset management, pipeline management, and a high-level understanding of most client financial considerations.
Wealth Advisor - Mechanics Bank LPL FinancialWealth Advisor - Mechanics BankWalnut Creek, CaliforniaA Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66.
Financial Advisor - Patelco Credit Union LPL FinancialFinancial Advisor - Patelco Credit UnionSan Mateo, CaliforniaThis employment opportunity at Patelco Credit Union in San Mateo, CA would allow you to join the Investment Program at Patelco Credit Union as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Patelco Credit Union for financial solutions.
Wealth Advisor - Nuvision Federal Credit Union LPL FinancialWealth Advisor - Nuvision Federal Credit UnionWalnut Creek, CaliforniaA Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66.
Wealth Management Advisor II Fifth Third BankWealth Management Advisor IIPalo Alto, CA$121,900–$262,100 / yearThe 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. Effectively utilizes Life360 Discovery process to profile clients and issues spot client needs that result in AUM, Loans, Deposits, Estate Planning, and Wealth Planning.
School Advisor- Education Front Desk Think AcademySchool Advisor- Education Front DeskCupertino, CaliforniaThe School Advisor and Coordinator represents the image of Think Academy — responsible for welcoming new families, guiding them through program options, and ensuring that both new and existing students enjoy a positive, supportive experience at the campus. As the first point of contact for parents and students, you will conduct learning assessments, analyze students' academic needs, recommend personalized learning pathways, and guide families through the enrollment process.
Senior Academic Advisor - 7 Positions CSU CareersSenior Academic Advisor - 7 PositionsSan José, CaliforniaPursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, the Annual Security Report (ASR) is also now available for viewing at https://www.sjsu.edu/clery/docs/SJSU-Annual-Security-Report.pdf. Education Code 89521 Requirements: Applicants will be required to disclose whether they have received a final administrative decision or final judicial decision determining that they have committed sexual harassment within the last 7 years only after a determination is made that they meet the minimum qualifications for the position, and before an offer of employment is extended.