Brand Standards, Guest Experience & Food Safety Advisor Ecolab Inc.Brand Standards, Guest Experience & Food Safety AdvisorSan Francisco, CA$53,600–$80,300 / yearBuilding on a century of innovation, our 48,000 associates help deliver comprehensive science-based solutions, data-driven insights and world-class service to advance food safety, maintain clean and safe environments, and optimize water and energy use, and improve operational efficiencies and sustainability for customers in the food, healthcare, life sciences, hospitality and industrial markets in more than 170 countries around the world. Adhere to HIPAA guidelines (where applicable) while completing operational visits within hotels, restaurants, convenience stores, the education sector, healthcare and senior living facilities by interacting with staff and residents.
Brand Standards, Guest Experience, & Food Safety Advisor Ecolab Inc.Brand Standards, Guest Experience, & Food Safety AdvisorOakland, CA$53,600–$80,300 / yearBuilding on a century of innovation, our 48,000 associates help deliver comprehensive science-based solutions, data-driven insights and world-class service to advance food safety, maintain clean and safe environments, and optimize water and energy use, and improve operational efficiencies and sustainability for customers in the food, healthcare, life sciences, hospitality and industrial markets in more than 170 countries around the world. Adhere to HIPAA guidelines (where applicable) while completing operational visits within hotels, restaurants, convenience stores, the education sector, healthcare and senior living facilities by interacting with staff and residents.
NewFund Accounting Manager Vaco LLCFund Accounting ManagerOakland, CA$140,000–$165,000Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors, including but not limited to: The individual’s skill sets, experience, and training; Licensure and certifications; Office location and other geographic considerations; Other business and organizational needs.
NewManager/Senior Manager, International Tax - Transactions KPMGManager/Senior Manager, International Tax - TransactionsSan Francisco, CA$107,160–$238,165 / yearCandidates with international corporate tax experience should have previous experience with several of the following common international tax planning areas: outbound transactional structuring, Subpart F and 954(h), inbound transactional structuring, check the box principles, U.S. tax treaty research and interpretation, repatriation strategies, intellectual and intangible property planning, structured finance, base shifting, FSC/EIE, foreign tax credit planning, transfer pricing, and international mergers and acquisitions. Bachelor's degree from an accredited college/university; Licensed CPA, JD/LLM or EA, in addition to others on KPMG's approved credential listing; any individual who does not possess at least one of the approved designations/credentials when their employment commences, has one year from their date of hire to obtain at least one of the approved designations/credentials; should you like to see the complete list of currently approved designations/credentials for the hiring practice/service line, your recruiter can provide you with that list.
Tesla Advisor, Sales Tesla, Inc.Tesla Advisor, SalesSan Mateo, CA$20.52–$38.48 / hourFull timeWhat You'll Bring. What to Expect.
Customer Service / Benefits Advisor (Work from home) AO Globe Life - Simonne LeBlancCustomer Service / Benefits Advisor (Work from home)San Francisco, CARemoteFull timeWe’re one of the fastest-growing teams in our industry, dedicated to helping families and developing future leaders. If you’re looking for a remote role that offers uncapped earning potential, flexible hours, and long-term career growth, this could be the right fit for you.
Customer Service / Benefits Advisor (Work from home) - AO Globe Life AO Globe LifeCustomer Service / Benefits Advisor (Work from home) - AO Globe LifeSan Francisco, CaliforniaRemoteWe’re one of the fastest-growing teams in our industry, dedicated to helping families and developing future leaders. If you’re looking for a remote role that offers uncapped earning potential, flexible hours, and long-term career growth, this could be the right fit for you.
Automotive Service Advisor/Writer â Health Benefits & No Week -ends Mechanics & Body Shops MarketplaceAutomotive Service Advisor/Writer â Health Benefits & No Week -endsUnion City, CaliforniaRated âBest Workplaceâ by Mechanics Marketplace, highly reputable auto repair shop in Union City, CA has been servicing cars and light trucks for the past 40 years. Are you an experienced service advisor with good technical background looking for a friendly and collaborative work environment where you can focus on helping customers and explaining the problems and needed repairs?
Account Executive: Employee Benefits GallagherAccount Executive: Employee BenefitsSan Francisco, CaliforniaFull timeThe Account Executive is accountable for expanding existing relationships and delivering high quality and efficient service to both internal and external clients through the proactive management of assigned enterprise client accounts of high complexity in our healthcare vertical. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours.
Senior Consultant, Health & Welfare Benefits (Remote) Purchaser Business Group on HealthSenior Consultant, Health & Welfare Benefits (Remote)Concord, CaliforniaRemote$138,000–$168,000 / yearThis role requires strong technical expertise, analytical depth, comprehensive knowledge of employee benefits, well-established relationships with employers and the health markets, and polished client-ready communication skills, along with the ability to operate independently with minimal oversight, demonstrate agility in handling shifting priorities and dynamic environments, collaborate across internal and external stakeholders, and uphold PBGH’s independent advisory posture. Demonstrates track record of self-directed professional development and a commitment to staying current in a rapidly changing legal landscape and utilizing legal and industry research tools (e.g., Bloomberg Law, Federal Register, National Conference of State Legislatures) to independently resolve complex compliance inquiries.
Dealership Parts Manager â Exceptional Career Opportunity & Benefits Mechanics & Body Shops MarketplaceDealership Parts Manager â Exceptional Career Opportunity & BenefitsFremont, CaliforniaRelated keywords: parts advisor, parts manager, Ford, Chrysler, GM, GM parts manager, Chrysler Parts manager, Parts specialist, inventory manager, automotive jobs, Parts Advisor, BMW, Mercedes-Benz, Audi, Infiniti, Acura . Our employees are our biggest asset, and we take very good care of them by providing them with exceptional benefits that include zero payroll deductions for medical insurance coverage for them and their dependents.
Director of Human Resources, Employee Relations & Benefits Claire Myers ConsultingDirector of Human Resources, Employee Relations & BenefitsSan Mateo, CaliforniaThe Director of Human Resources, Employee Relations & Benefits will serve as the organization’s primary employee relations expert and HR advisor, partnering closely with executive leadership on sensitive employee matters, compliance, investigations, performance management, and HR operations. They are seeking a thoughtful, experienced HR leader who can serve as a trusted partner across the organization while helping ensure employee relations, compliance, and people practices are handled with care, consistency, and professionalism.
Benefits Specialist Heffernan Insurance BrokersBenefits SpecialistSan Francisco, California$70,000–$80,000 / yearWe’re proud of our strong commitment to philanthropy and giving back, and we support our employees with a comprehensive benefits package designed to promote well-being, growth, and long-term success. The Benefits Specialist will support the Account Management team on as many as twenty-five mid-size and large group accounts.
Account Manager, Group Benefits Heffernan Insurance BrokersAccount Manager, Group BenefitsWalnut Creek, California$80,000–$90,000 / yearThe Account Manager position is a dynamic role that will provide a spectrum of innovative strategies to develop and maintain the client's group benefits insurance needs. The primary function of the Account Manager role is to manage an assigned book of business, primarily for clients with 50+ lives.
Account Manager, Employee Benefits Heffernan Insurance BrokersAccount Manager, Employee BenefitsSan Francisco, California$90,000–$100,000 / yearThe Account Manager position is a dynamic role that will provide a spectrum of innovative strategies to develop and maintain the client's group benefits insurance needs. The primary function of the Account Manager role is to manage an assigned book of business, primarily for clients with 50+ lives.
1814 Benefits Supervisor - Member Services - San Francisco Employees' Retirement System (00101403) City and County of San Francisco1814 Benefits Supervisor - Member Services - San Francisco Employees' Retirement System (00101403)San Francisco, CA$135,356–$164,554 / yearThe Supplemental Questionnaire Evaluation is designed to measure knowledge, skills and/or abilities in job-related areas which may include but not be limited to: knowledge of administration of benefit plans, knowledge of management and planning techniques; knowledge of investigative techniques and benefits counseling techniques; ability to perform accurate benefits calculations; ability to research and analyze data; human relation ability; written communication ability; supervisory ability analytical ability; ability to apply the principles and methods for employee pension benefits; and ability to work on sensitive and confidential matters. What We're Looking ForUnder the general direction of the Member Services Manager, the Benefits Supervisor supervises the day-to-day operations of the Member Services Unit and provides second-line supervision to analytical and technical staff responsible for administering retirement benefits and delivering member services.
Senior Director - Health & Benefits Consulting Willis Towers Watson PLCSenior Director - Health & Benefits ConsultingSan Francisco, CA$140,000–$200,000 / yearWTW provides a competitive benefit package which includes the following (eligibility requirements apply): Health and Welfare: Mental health/emotional wellbeing (including Employee Assistance Program), medical (including prescription drug coverage and fertility benefits), dental, vision, Health Savings Account, Commuter Accounts, Health Care and Dependent Care Flexible Spending Accounts, company-paid life insurance, supplemental life insurance, AD&D, group accident, group critical illness, group legal, identity theft protection, wellbeing program, adoption assistance, surrogacy assistance, auto/home insurance, pet insurance, and other work/life resources. Please note that base salaries may vary for different individuals in the same role based on several factors, including but not limited to location of the role, individual competencies, education/professional certifications, qualifications/experience, performance in the role and potential for revenue generation.
Tax Advisor Heffernan FinancialTax AdvisorWalnut Creek, California$100,000–$140,000 / yearThe Tax Advisor will play a vital role in supporting the financial well-being of our employees and clients by providing accurate, timely, and strategic tax guidance. We’re proud of our strong commitment to philanthropy and giving back, and we support our employees with a comprehensive benefits package designed to promote well-being, growth, and long-term success.
Senior Benefits Account Manager BenbaseSenior Benefits Account ManagerSan Francisco, CaliforniaRemoteIn an industry dominated by outdated processes, spreadsheet chaos, and reactive service models, we're building something better—a benefits brokerage that fuses deep expertise with cutting-edge technology to deliver strategic, transparent, and exceptional client experiences. We're among the first brokerages to integrate AI-powered tools, automation, and modern workflows into every aspect of benefits consulting—helping HR teams take control of renewals, simplify strategy, and empower employees to get real value from their benefits.
Benefits Manager Credo Semiconductor, Inc.Benefits ManagerSan Jose, CA$120,000–$160,000 / yearOur product portfolio includes ZeroFlap (ZF) Active Electrical Cables (AECs) and ZF optical transceivers, OmniConnect memory solutions, and a suite of retimers and DSPs for optical and copper Ethernet and PCIe, all leveraging the PILOT diagnostic and analytics software platform. The role will partner with People, Finance, Legal, and external vendors to deliver high-quality benefits programs, ensure regulatory compliance, and drive employee engagement and understanding of total rewards.
J.P. Morgan Wealth Management - Executive Director, Wealth Advisor JPMorgan Chase & CoJ.P. Morgan Wealth Management - Executive Director, Wealth AdvisorPalo Alto, CAKnowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds) will also be a plus. Knowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds.
NewBilingual Benefits Relationship Life Cycle Consultant Automatic Data ProcessingBilingual Benefits Relationship Life Cycle ConsultantSan Francisco, CAYou will conduct worksite benefit meetings for groups of new hires, quarterly wellness meetings to review carrier value-add information and resources, spending accounts education, year-end onboarding meetings, open enrollment meetings, and more. Candidate must be located in the San Francisco, CA metro area/surrounding area as they will be required to manage an external client territory/book of business within the area and other areas as assigned based on client needs.
Partner Tax Preparation Advisor Senior Manager PricewaterhouseCoopers LLPPartner Tax Preparation Advisor Senior ManagerSan Francisco, CA$91,000–$321,500 / yearAs a Senior Manager you are expected to lead large projects, innovate processes, and maintain operational excellence while interacting with clients at a senior level to drive project success. Examples of the skills, knowledge, and experiences you need to lead and deliver value at this level include but are not limited to: Craft and convey clear, impactful and engaging messages that tell a holistic story.
Partner Tax Preparation Advisor Manager PricewaterhouseCoopers LLPPartner Tax Preparation Advisor ManagerCA$73,500–$212,280 / yearAs a Manager you are expected to supervise, develop, and coach teams, manage client service accounts, and drive assigned client engagement workstreams by independently solving and analyzing complex problems to develop top-quality deliverables. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
NewSenior Corporate Tax Advisor | CPA Path & Flexible Work Dormont Manufacturing CompanySenior Corporate Tax Advisor | CPA Path & Flexible WorkSan Jose, CA$90,300–$127,100 / yearArmanino offers a dynamic work environment alongside competitive compensation ranging from $90,300 to $127,100, flexible work arrangements, and a comprehensive benefits package.#J-18808-Ljbffr. Ideal candidates hold a Bachelor's degree in Accounting or Finance and have a minimum of 2 years' experience in tax consulting.
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.
ASSOCIATE, WEALTH ADVISOR Cresset Capital Management LLCASSOCIATE, WEALTH ADVISORSan Francisco, CA$100,000–$130,000 / yearBuild a strong wealth management acumen with an understanding of Cresset's investment philosophy and ongoing general market outlook, portfolio construction and management, goals-based financial planning, risk management, alongside estate, tax and philanthropic planning considerations. Review and understand estate documents (entity structures, estate plan, wills, beneficiaries, trustees) and tax returns; collaborate with other internal teams (Wealth Planning, Wealth Strategy, Tax) and external providers as needed.
VP, Wealth Management Advisor - San Francisco Bay Area FidelityVP, Wealth Management Advisor - San Francisco Bay AreaSan Francisco, CaliforniaRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Rapport as a poised senior associate with significant experience, keen communicating skills and depth of knowledge regarding portfolio management theory, financial principles, investment strategies and instruments, characteristics of world markets, and full range of investment products.
Client Advisor Freestone Capital ManagementClient AdvisorSan Francisco, CaliforniaHeadquartered in Washington, with a team of over 120 professionals, we are dedicated to delivering a highly personalized experience that combines intelligent, thoughtful advice with unique investment strategies and comprehensive financial planning. We help our advisors with growth through a number of channels including seeding with existing clients and through our SAN and other channel partners in addition to supporting their organic growth efforts.
Executive in Residence - Head of Advisor Services Farther Finance Advisors LLCExecutive in Residence - Head of Advisor ServicesCALead Farther's 1H 2027 goal-setting cycle, partnering with team leaders to set ambitious, measurable goals aligned to firm-wide priorities; conduct year-end performance reviews for direct reports. Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise.
Executive in Residence - Head of Advisor Services FartherExecutive in Residence - Head of Advisor ServicesSan Francisco, CALead Farther's 1H 2027 goal-setting cycle, partnering with team leaders to set ambitious, measurable goals aligned to firm-wide priorities; conduct year-end performance reviews for direct reports. Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise.
NewAssociate Wealth Advisor Focus Partners WealthAssociate Wealth AdvisorSan Francisco, CA$60,000–$125,000 / yearQualificationsBachelor's DegreeSeries 65 or equivalent within 120 days of employment4+ years of financial service experienceCFP or equivalent (ChFC or CPA + PFS) preferredProven experience in financial analysis, modeling, and strategic planningStrong understanding of investment strategies, risk management, tax planning, and estate planningExcellent analytical skills and attention to detailStrong interpersonal skills: explaining complex financial concepts to clientsTeam‑oriented approachKnowledge of financial industry, financial products, and financial planning conceptsProficiency in financial software and tools for modeling and analysis, as well as CRM toolsClean U4Compensation & BenefitsThe Associate Wealth Advisor is an exempt position. AN EMPLOYER WHO VIOLATES THIS LAW IS GUILTY OF A MISDEMEANOR AND SUBJECT TO A FINE NOT EXCEEDING $100.For California ApplicantsInformation on your California privacy rights can be found hereFor Massachusetts ApplicantsIt is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment.
Senior Associate Wealth Advisor Focus Financial PartnersSenior Associate Wealth AdvisorMenlo Park, CaliforniaBlending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. The Senior Associate Wealth Advisor role is an exciting opportunity to work with a planning centric team dedicated to creating personalized wealth advice based on each of our unique clients' goals and aspirations.
Associate Wealth Advisor Focus Financial PartnersAssociate Wealth AdvisorMenlo Park, CaliforniaBlending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.
Senior Lead Special Needs Trust Advisor Wells Fargo & CoSenior Lead Special Needs Trust AdvisorSan Francisco, CA$191,000–$305,000 / yearIn this role, you will: Work with trust partners, attorneys, caseworkers, and other professionals to ensure that Special Needs Trusts are administered in conformity with trust provisions, bank policies, Social Security regulations, Medicaid regulations, and other legal requirements Advise leadership to develop or influence objectives, plans, specifications, resources, and long term goals for highly complex financial planning needs Lead the strategy and resolution of highly complex planning needs in collaboration with clients and partners Deliver solutions that require vision, creativity, innovation, advanced analytical and inductive thinking Provide vision, direction and expertise to leadership on implementing innovative and significant business solutions that are large scale cross functional or companywide strategies Collaborate and consult with peers, colleagues and managers to resolve issues and achieve goals Interact with internal or external customers, Accountants and Attorneys Work a book of fiduciary relationships for highly complex high net worth and ultra-high net worth clients, including beneficiary distributions, account oversight and maintenance, and coordination with Portfolio Managers on investment allocation and implementation managing client relationships in accordance with sound fiduciary principles and the policies and procedures established by the firm Oversee a team of fiduciary professionals responsible for the administration of trust and other fiduciary accounts; lead team to achieve business objectives and drive execution Mentor and guide team members to maximize talent and potential; act as an escalation regarding client-related matters, including the resolution of client complaints and the approval of discretionary distributions This LO position has customer contact and job duties which may include needs assessing and referring those customers interested in a dwelling secured product to a SAFE team member. Required Qualifications: 7+ years of Fiduciary Advisory experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Desired Qualifications: CTFA, JD, L.L.M or CFP designation Extensive experience in administering complex special needs trust accounts as an attorney or trust officer; expert knowledge of complex estate planning techniques and fiduciary laws; in-depth knowledge of fiduciary income tax Demonstrated experience in growing fiduciary business and supporting financial advisors and private bankers to serve their clientele Job Expectations: Ability to travel up to 50% to join client and Financial Advisor meetings Individuals in Loan Originator (LO) positions must meet the Consumer Financial Protection Bureau qualification requirements and comply with related Wells Fargo policies.
Technical Service Advisor, Semi Tesla IncTechnical Service Advisor, SemiNewark, CA$24–$68.40 / hour24.00 - $68.40/hour, cash and stock awards, benefits Pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience. This position requires high-level customer and employee interaction, so the ideal candidate will not only possess the technical acumen but also the ability to provide a strong level of communication and service.
Tesla Advisor, Delivery Tesla IncTesla Advisor, DeliveryDublin, CA$18.88–$28.32 / hourWork closely with other employees to ensure smooth pre-delivery experiences for customers with upcoming delivery appointments and provide a great customer-centric delivery experience. For roles working in CA, CO, HI, ID, MD, MS, NV, NC, OH, PA, TN, UT, VA, DC: This role requires you to possess a Motor Vehicle Salesperson License issued by the State Department of Motor Vehicles.
Service Advisor Tesla IncService AdvisorFremont, CA$20.20–$37.20 / hourBuild trust with customers by providing empathetic service, handling complex issues with patience, and creating positive experiences that drive loyalty and repeat business. Along with competitive pay, as a full-time Tesla employee, you are eligible for the following benefits at day 1 of hire: Medical plans > plan options with $0 payroll deduction.
Tesla Advisor, Sales Tesla IncTesla Advisor, SalesSan Jose, CA$21.60–$32.40 / hourYour role is essential in consistently delivering an educational, immersive, and exciting experience to both current and potential customers, exceeding client expectations from their initial showroom visit to their delivery day experience. For roles working in CA, CO, HI, ID, MD, MS, NV, NC, OH, PA, TN, UT, VA, DC: This role requires you to possess a Motor Vehicle Salesperson License issued by the State Department of Motor Vehicles.
Parts Advisor (Night Shift) Tesla IncParts Advisor (Night Shift)Palo Alto, CA$20.40–$40.80 / hourEscalate parts issues from internal or external suppliers in collaboration with Regional Parts Manager, acting as a point of contact to vendors and giving constructive feedback that will contribute to future improvements. Along with competitive pay, as a full-time Tesla employee, you are eligible for the following benefits at day 1 of hire: Medical plans > plan options with $0 payroll deduction.
Sr. Policy Advisor, State Policy Tesla IncSr. Policy Advisor, State PolicyPalo Alto, CA$80,000–$180,000 / yearWork with trade associations, allies, and stakeholders to build consensus on policies or proposals, including developing advocacy campaigns, public relations, or communications strategies. Independent, self-directed team player who enjoys working in a fast-paced, dynamic environment and has excellent interpersonal communication and conflict resolution skills.
Parts Advisor Tesla IncParts AdvisorFremont, CA$20.40–$40.80 / hourEscalate parts issues from internal or external suppliers in collaboration with Regional Parts Manager, acting as a point of contact to vendors and giving constructive feedback that will contribute to future improvements. Along with competitive pay, as a full-time Tesla employee, you are eligible for the following benefits at day 1 of hire: Medical plans > plan options with $0 payroll deduction.
Senior Wealth Advisor & Practice Lead - Wealth Management / Personal Strategy - Bay area region Empower Annuity Insurance Co of AmericaSenior Wealth Advisor & Practice Lead - Wealth Management / Personal Strategy - Bay area regionOakland, CA$104,800–$148,075 / yearThe Senior Wealth Advisor, Practice Lead plays a vital role in helping Empowers Personal Strategy clients achieve long-term financial success by serving as a trusted advisor and primary point of contact for mass affluent households, focusing on clients in the Greater SF Bay Area area. This role is focused on retaining and growing net assets over time by delivering proactive, tailored financial advice through a highly personal and strategic approach that is Easy, Personal and Enlightening.
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.
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.
Financial 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).
NewAssociate Wealth Advisor San Francisco, CA Focus Partners Wealth, LLCAssociate Wealth Advisor San Francisco, CASan Francisco, CA$60,000–$125,000 / yearSome travel may be requiredQualificationsBachelor's DegreeSeries 65 or equivalent within 120 days of employment4+ years of financial service experienceCFP or equivalent (ChFC or CPA + PFS) preferredProven experience in financial analysis, modeling, and strategic planningStrong understanding of investment strategies, risk management, tax planning, and estate planningExcellent analytical skills and attention to detailStrong interpersonal skills: with the ability to explain complex financial concepts to clientsTeam-orientated approachKnowledge of financial industry, financial products, and financial planning conceptsProficiency in financial software and tools for modeling and analysis, as well as CRM toolsClean U4The Associate Wealth Advisor is an exempt position. Blending deep expertise and expansive resources with a boutique, client-first fiduciary philosophy, Focus helps individuals, families, and institutions navigate complex financial situations with highly personalized solutions tailored to their unique needs.
Wealth Advisor Cerity PartnersWealth AdvisorSan Jose, CaliforniaThe Principal Wealth Advisor leads client meetings, collaborates across departments to meet client needs, mentors colleagues, and ensures a superior client experience. 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.
Asset & Wealth Management, Private Family Office Financial Planner Advisor, Associate - San Francisco The Goldman Sachs Group IncAsset & Wealth Management, Private Family Office Financial Planner Advisor, Associate - San FranciscoSan Francisco, CASKILLS & EXPERIENCE WE'RE LOOKING FOR Bachelor's degree required 1 - 4 years of work experience FINRA SIE, Series 7 and Series 66 preferred; required within 4 months of hire Working knowledge of Microsoft products such as Excel, Word, PowerPoint, and Outlook Strong organizational and multitasking skills Excellent written and verbal communication skills Ability to maintain a high degree of confidentiality Possess a high level of intellectual curiosity and ability to think critically Enthusiastic and positive approach to problem-solving and client service Proven track record with cross-training, task-sharing and mutually supportive teamwork * Must be able to be innovative, pro-actively manage time and follow through to complete tasks ABOUT GOLDMAN SACHS At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. We''re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
Asset Management - Platform Solutions Client Advisor, West Region - Vice President JPMorgan Chase Bank, N.A.Asset Management - Platform Solutions Client Advisor, West Region - Vice PresidentSan Francisco, CAFull timeYou will understand the wealth and asset management industries, tax management, custody and/or financial technology and all facets of RIA business management, including growth strategies, investment solutions, technology infrastructure, and operations. Your role will encompass a range of capabilities such as Scaled Tax-Smart implementation and rebalancing, Tax-Smart portfolio transitions, Automated, ongoing tax loss harvesting, Tax-Smart withdrawals, Tax benefit reporting, and representing J.P.