Financial Solutions Advisor - Novato Financial Center Bank of AmericaFinancial Solutions Advisor - Novato Financial CenterNovato, CaliforniaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor- North Napa Financial Center Bank of AmericaFinancial Solutions Advisor- North Napa Financial CenterNapa, CaliforniaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Retail Merchandising and Planning - Strategy Senior Manager Accenture PlcRetail Merchandising and Planning - Strategy Senior ManagerWalnut Creek, CAWe work at the intersection of merchandising strategy, planning process design, and AI-enabled decision making, helping clients across apparel, hardlines, grocery, and specialty retail modernize their operating models and improve performance in demand forecasting, assortment planning, and inventory productivity. We bring together the talent of our approximately 799,000 people with proprietary assets and platforms, deep process and industry expertise, and leading ecosystem relationships to deliver end-to-end solutions and measurable outcomes at scale.
Financial Solutions Advisor - Corte Madera Financial Center Bank of America CorpFinancial Solutions Advisor - Corte Madera Financial CenterCorte Madera, CA$70,000–$80,000 / yearResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Finance Analyst – Business Process & Financial Operations Keysight Technologies, Inc.Finance Analyst – Business Process & Financial OperationsSanta Rosa, CaliforniaWe are seeking a Finance Analyst – Business Process & Financial Operations to serve as a trusted Finance Business Partner supporting the High Frequency Measurement (HFM) Center of Excellence, one of Keysight's largest and most innovative engineering organizations. Success in this role requires strong financial and analytical skills, intellectual curiosity, exceptional relationship-building abilities, and the ability to translate complex financial data into actionable business insights that influence business decisions.
Senior Financial Planner Asset MarkSenior Financial PlannerConcord, CA$150,000–$180,000 / yearThis information reflects a base salary range that AssetMark reasonably expects to pay for the position based on a number of factors which may include job-related knowledge, skills, education, experience, and actual work location. Backed by a comprehensive suite of investment solutions and a trust company that boasts of $150B+ AUM, our platform empowers advisors to deliver exceptional service and an outstanding client experience.
NewAssociate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorSanta Rosa, CAAs an associate financial advisor at Edward Jones, you'll work with the broader practice team - collaborating with one or more financial advisors and client support teammates - to deliver personalized financial strategies and exceptional client service. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
Manager, Sales Planning-West Kinder'sManager, Sales Planning-WestWalnut Creek, CaliforniaAbout the Role: The Manager, Sales Planning – West serves as a key commercial leader responsible for driving the integration of sales, demand, and inventory planning across the organization, focusing on the Western Region of Grocery. Oversee post-event analysis and ROI evaluation for trade and promotional spend; analyzes total trade investment for partners include trade spend, marketing spend, slotting, and additional promotional activity.
Manager, Sales Planning-East Kinder'sManager, Sales Planning-EastWalnut Creek, CA$135,000–$155,000 / yearAbout the Role: The Manager, Sales Planning – East serves as a key commercial leader responsible for driving the integration of sales, demand, and inventory planning across the organization, focusing on the Eastern Region of Grocery. Oversee post-event analysis and ROI evaluation for trade and promotional spend; analyzes total trade investment for partners include trade spend, marketing spend, slotting, and additional promotional activity.
Financial Advisor BMO (Bank of Montreal)Financial AdvisorWalnut Creek, CA$63,300–$117,200 / yearBuilds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers' assets, maintain their privacy, act in their best interests, and ensures an effectively run function.
Financial Planner (CFP®) - Private Banking Flagstar Bank NAFinancial Planner (CFP®) - Private BankingWalnut Creek, CA$90,000–$121,000 / yearFamily Advisory and Trusts provides sophisticated planning advice to clients on a wide range of advisory topics, including: wealth structuring for HNW and UHNW individuals, investors, and business owners; estate planning; financial planning; income tax planning for founders, owners, and executives; family legacy planning, including business succession, family dynamics, and family office advisory; next gen; and philanthropy advisory and charitable giving. The Financial Planner focuses on developing planning deliverables, participating in client conversations, and helping integrate planning insights into broader wealth management strategies, rather than leading platform-wide planning strategy or banker coaching.
Financial Representative - Entry Level Walnut Creek - Northwestern MutualFinancial Representative - Entry LevelWalnut Creek, CAFull timePrior Experience: First starting as an intern at Northwestern Mutual, then after graduating went into elementary school teaching, then moved into corporate sales, where she developed strong client relationship and communication skills, and then ultimately moved back into the finance space where she is on an ensemble team with her father and brother. Beyond the office, we proudly sponsor and support a variety of local organizations and events including Walnut Creek Girls Hockey, Toys for Tots, Oakland Pride, and the Walnut Creek Chamber of Commerce, contributing more than $11,600 to community initiatives.
Project Manager - Resilience and Community Planning (Northern California) BKFProject Manager - Resilience and Community Planning (Northern California)Santa Rosa, CA$150,000–$187,000This role combines project management and technical planning, working across multidisciplinary teams to deliver resilience strategies, planning efforts, and funding approaches that support long-term community and infrastructure outcomes. In the event a recruiter or agency submits a resume or candidate without a previously signed agreement and a specific solicitation for the position or other approved engagement request for the position with BKF, BKF reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency.
Vice President, Business Development - Planning & Government Solutions BKFVice President, Business Development - Planning & Government SolutionsWalnut Creek, CA$174,000–$250,078The VP will collaborate closely with senior leadership, the Key Client Team, Marketing Leadership, and other BD Leaders to align business development efforts with the company’s overarching goals of growing BKF’s reputation as a leader in the AEC industry. Along with Regional Business Development Directors, this role involves working closely with seller doers and Key Client Leaders to develop and execute client-focused strategies to expand our market share and strengthen our brand across the West Coast.
Financial Advisor Northwestern MutualFinancial AdvisorWalnut Creek, 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.
Business Sector Lead - Planning AICP BKFBusiness Sector Lead - Planning AICPWalnut Creek, CAWith a strong understanding of planning services across a range of markets including Transportation, Water, Land Development, and Energy, the Business Sector Lead of Planning ensures excellence in project delivery, client service, talent development, and financial performance. The Business Sector Lead of Planning provides strategic, operational leadership and market growth across several service areas, including Agency Staffing, Community Planning, Environmental Compliance, Housing, and Natural Resources.
NewManager, Media Planning & Strategy AAA Northern California, Nevada and Utah Insurance ExchangeManager, Media Planning & StrategyWalnut Creek, CAAt AAA, our Team Members strive to deliver amazing service and help our Members live life more confidently by delivering to them amazing service and a portfolio of outstanding products that benefit them. You will be responsible for managing the paid media budget, driving high-level strategy across multiple platforms, and mentoring the growth team to hit aggressive acquisition and ROI targets.
Financial Solutions Advisor - Diablo Market Bank of AmericaFinancial Solutions Advisor - Diablo MarketPleasant Hill, CaliforniaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Responsibilities: • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Financial Solutions Advisor - Private Bank Office Bank of AmericaFinancial Solutions Advisor - Private Bank OfficeWalnut Creek, CaliforniaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Has three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services).
NewFinancial Solutions Advisor - Fairfield/Concord Area Bank of AmericaFinancial Solutions Advisor - Fairfield/Concord AreaVallejo, CaliforniaUS - CA - Antioch - 2519 Somersville Rd - ANTIOCH BC (CA4169), US - CA - Brentwood - 241 Oak St - BRENTWOOD BC (CA4123), US - CA - Concord - 1935 Mount Diablo St - Concord Main (CA4219), US - CA - Vacaville - 633 ELMIRA RD - REGENCY CENTER (CA3209), US - CA - Vallejo - 21 Springstowne Ctr - Springstowne (CA3136). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.