Client Advisor Stifel Financial CorpClient AdvisorSan Francisco, CA1919 Investment Counsel has a team of portfolio managers, research analysts and client service professionals that work together to construct investment portfolios that are tailored to each client's specific needs and objectives and to deliver tailored solutions that preserve, build and manage wealth for 1919 Investment Counsel's clients. Comprehensive knowledge of wealth management industry products and services.• Ability to distill financial planning and investment strategies into an effective client presentation.•
Wealth Advisor - Nuvision Federal Credit Union LPL Financial Holdings IncWealth Advisor - Nuvision Federal Credit UnionWalnut Creek, CAJob Overview: A 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 Advisor - Mechanics Bank LPL FinancialWealth Advisor - Mechanics BankOakland, California$66,560–$80,000 / yearA 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 Advisor, Managing Director BakerAvenueWealth Advisor, Managing DirectorSan Francisco, CAOther credentials a plus 4-year college degree with a preferred emphasis in economics, business, finance, accounting or similar field Very strong knowledge of finance and capital markets required Experience with Alternative Investments, Tax loss harvesting strategies and option overlay strategies Technical expertise in financial planning, retirement planning, investment management and cash flow/capital needs planning analysis A passion for financial planning & growing. We look for highly motivated candidates with a strong desire to deliver successfully, learn new skills, assume additional responsibilities and advance their career Strong abilities to multi-task, manage various client requests and effectively prioritize Unquestioned commitment to integrity in personal and professional activities Demonstrated ability to work effectively in a team environment Confidence to work directly with senior leaders and high-net worth clients.
Wealth Advisor - Mechanics Bank LPL Financial ServicesWealth Advisor - Mechanics BankDanville, CA$66,560–$80,000 / yearJob Overview: A 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.
J.P. Morgan Advisors - Senior Client Associate - Portland, OR JPMorgan Chase & CoJ.P. Morgan Advisors - Senior Client Associate - Portland, ORSan Francisco, CAProvide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Job responsibilities: Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
Senior Philanthropic Advisor, Leadership Giving Breakthrough T1DSenior Philanthropic Advisor, Leadership GivingSan Francisco, CA$140,000–$170,000 / yearThe Senior Philanthropic Advisor (SPA), Leadership Giving is a senior major gift officer who manages a mixed major and principal gift portfolio, operating with significant independence while engaging the AVP as a strategic thought partner on complex $1M+ gift strategies. The SPA is developing toward principal gift leadership and is expected to have a growing pipeline of $1M+ prospects - not just the capacity to solicit them, but the relationship depth and strategic sophistication to navigate multi-cycle, multi-partner cultivation processes.
J.P. Morgan Advisors - Senior Client Associate - Palo Alto, CA JPMorgan Chase & CoJ.P. Morgan Advisors - Senior Client Associate - Palo Alto, CAPalo Alto, CAProvide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite. Job responsibilities: Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.
Sales Operations Specialist, Advisor Sales AssetMark, Inc.Sales Operations Specialist, Advisor SalesConcord, CA$60,000–$70,000 / yearNurture, groom and enhance dashboards in Salesforce and CRM Analytics delivering actionable insights and critical data to accurately measure sales goals and KPIs achievement. 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.
Wealth Management Advisor - Walnut Creek, CA Teachers Insurance and Annuity Association of America (TIAA)Wealth Management Advisor - Walnut Creek, CAWalnut Creek, CA$100,000–$110,000 / yearSupported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Business Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management.
Senior Advisor Programs Manager AssetMark, Inc.Senior Advisor Programs ManagerConcord, CA$105,000–$120,000 / yearOwn content creation, working with the Director of Business Consulting, Director of Advisor Marketing, and the Business Consultant, delivering the programs to advisors, managing requirements for the program from beginning to end. Superior oral and written communication skills; strong sense of emotional intelligence with the ability to work effectively with people at all levels of the organization to create buy-in and a sense of teamwork.
Advisor: Technology Innovation (Finance) MAYER BROWNAdvisor: Technology Innovation (Finance)Palo Alto, CA$171,000–$227,000 / yearThe salary range for this role in New York is between $162,000 and $215,000, Washington, D.C. between $150,000 and $199,000, in Chicago between $146,000 and $193,000, in Charlotte between $135,000 and $178,000, in Houston between $138,000 and $183,000, in Salt Lake City between $122,000 and $161,000, in Los Angeles between $148,000 and $196,000, and in Palo Alto between $171,000 and $227,000, although the actual wage or salary could be lower or higher if the candidate''s education, experience, skills and internal pay alignment are different from those specified. Essential Functions: Understand Needs & Opportunities: Partner with lawyers, clients, and business services to map and evaluate current processes across transactional and finance matters - including deal intake and scoping, due diligence, financing structures, credit agreements, ancillary documentation, signing and closing mechanics, post-closing obligations, and transaction management - with an eye to identifying where process improvement and technology can deliver greater value.
Parts Advisor, Millbrae Lucid MotorsParts Advisor, MillbraeMillbrae, CAIn Lucid Air and Lucid Gravity, we have designed and built vehicles that have redefined their segments, combining exceptional range, performance, design, and expansive space in a single experience. The Parts Advisor (back counter) position will oversee parts operations within the service center to provide the highest level of customer satisfaction while maximizing return on investment through parts inventory management.
Financial Advisor - San Francisco Federal Credit Union LPL FinancialFinancial Advisor - San Francisco Federal Credit UnionSan Francisco, California$80,000–$120,000 / yearYou’ll partner closely with branch teams and community centers of influence to grow your book of business, deepen relationships, and deliver tailored financial solutions that support every stage of our members’ lives. As a Financial Advisor with San Francisco Federal Credit Union , you’ll be the trusted face of investment and insurance solutions within our branches—helping members make confident, values-based financial decisions.
Senior Wealth Advisor Citigroup Inc.Senior Wealth AdvisorSan Francisco, CA$70,000–$200,000 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Adhere to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual seeking to do business and (2) prohibits seminars, mail campaigns, cold calling and any other methods of solicitation.
Practice Innovation Advisor Kirkland & Ellis LLPPractice Innovation AdvisorSan Francisco, CA$153,000–$211,000 / yearUnderstand and address potential risks of emerging technology, working closely with Innovation Enablement and Responsible AI personnel to ethically and effectively deploy new legal technology. Engage with practice group leadership and Knowledge Management attorneys, supporting strategic initiatives and becoming the face of Innovation efforts at practice group meetings and training sessions.
Parts Advisor, Millbrae Lucid Group IncParts Advisor, MillbraeMillbrae, CAIn Lucid Air and Lucid Gravity, we have designed and built vehicles that have redefined their segments, combining exceptional range, performance, design, and expansive space in a single experience. The Parts Advisor (back counter) position will oversee parts operations within the service center to provide the highest level of customer satisfaction while maximizing return on investment through parts inventory management.
Energy Market Advisor - Energy Advisory Services (Remote) WSP Global IncEnergy Market Advisor - Energy Advisory Services (Remote)San Francisco, CARemote$106,100–$189,000 / yearThis role focuses on power market modeling, production cost modeling, integrated resource planning, and strategic advisory, helping clients navigate complex market dynamics, regulatory environments, and energy transition challenges. The ideal candidate brings deep expertise in energy systems modeling (e.g., PLEXOS, ProMod, GridView, etc), quantitative analytics, and electricity market operations, along with experience delivering client-facing insights across generation, transmission, and emerging energy technologies.
Cyber Security Advisor- Security Operations | Denver, Las Vegas or Bay Area, USA Optiv Security IncCyber Security Advisor- Security Operations | Denver, Las Vegas or Bay Area, USASan Francisco, CA$170,000–$230,000 / yearPrior experience with the following preferred: advising both technical and non- technical stakeholders on best practices on SIEM/MDR/SOAR products, hands-on experience implementing and configuring SIEM/SOAR software and appliance-based products in large enterprise environments, developing and maintaining security content and reporting, performing knowledge transfers to clients/stakeholders regarding security and system configuration awareness.). Effectively work with multiple client personas across the security team, as well as other relevant personas to develop security strategy and define roadmaps to execute on security strategy aligned business goals, budgetary spend, and metrics based on return of investment.
Licensed Financial Advisor Opportunities Valued Merchant ServicesLicensed Financial Advisor OpportunitiesSan Francisco, CA$75,000–$90,000 / yearWe are conducting a confidential search on behalf of a premier global investment banking and wealth management firm seeking experienced Financial Advisors with approximately $25M-$50M in transferable assets under management (AUM) . Whether you're looking to transition your existing practice or build alongside a senior advisor, this firm offers multiple pathways for experienced professionals committed to delivering exceptional client outcomes.