Kforce Inc.NewRelationship Manager - Wealth Management Kforce Inc.Relationship Manager - Wealth ManagementSan Francisco, CA$130,000–$135,000Active Series 7, 63 and must maintain investment adviser representative (RA) registration, where required, in their place of business state and any other state(s) where the individual maintains a physical place of business; Additional product licenses may be required. 4+ years of business experience in a financial advisor or relationship manager or client engaging related role within financial services with experience communicating directly with clients.
BNYNewDirector, Wealth Advisor BNYDirector, Wealth AdvisorSan Francisco, CA$127,000–$250,00010-12 years of total work experience preferred, with financial services experience focused on a particular client type or product (e.g., Hedge, Pension) or prior experience in related customer-facing roles such as Sales Support, Global Capital Markets, or Product Management. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Vice President - Private Wealth Planner JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Vice President - Private Wealth PlannerSan Francisco, CAFull timeThe successful candidate will have knowledge of and experience in delivering all aspects of financial planning, including asset and liability management, asset allocation, diversification, trusts & estates, individual tax rules (both transfer and income taxes), insurance, long-term care, philanthropy, college savings, retirement, and cash flow planning. The successful individual should approach clients with a goal-oriented approach; to that end, the individual will need to learn about the various products and platforms (investment, insurance, charitable, educational) available to Private Client Advisors in order to help identify issues and opportunities to engage with clients.
Northwestern MutualFinancial Advisor Northwestern MutualFinancial AdvisorSan Francisco, California$61,000–$250,000 / yearNorthwestern 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.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - San Francisco, CA (Financial District and Surrounding Areas) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - San Francisco, CA (Financial District and Surrounding Areas)San Francisco, CAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
SummitryFinancial Advisor SummitryFinancial AdvisorFoster 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).
SummitryNewSenior Financial Advisor SummitrySenior Financial AdvisorFoster 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.
City National BankFinancial Advisor City National BankFinancial AdvisorSan Francisco, CaliforniaRemoteThe SFA maintains overall responsibility for the assigned territory and the team's "book of business", with the FA focused on sales, client service responsibilities, and teaming with CNB colleagues for smaller Personal & Business Banking (PBB) wealth management opportunities or client relationships. Strong understanding of financial planning and the investment process including familiarity with mapping clients’ investment needs to asset allocation models, structuring client investment portfolios, and portfolio analytics.
Bio-Rad Laboratories, Inc.NewProduction Planner III Bio-Rad Laboratories, Inc.Production Planner IIIRichmond, California$96,600–$132,900 / yearDaily / Weekly the candidate establishes and maintains finite production schedules as required by MRP / ERP, maintains an optimal workflow for production facility, monitoring daily exceptions, analyzing data, and resolving routine and non-routine issues. The Production Planner III position is for the Richmond Chemical Plant that produces process chromatography resins, liquid buffers, monomer solutions, oils, and other specialized life science products.
Semiconductor Services Business USPlanner I Semiconductor Services Business USPlanner IFremont, CA$58,500–$93,600 / yearPart timeThe Planner will also reconcile production/material conflicts, analyses component availability to maintain production schedule, and manage WIP inventory consistent with company goals plus facilitate operations and material status meetings. The pay range for this position at commencement of employment is expected to be between $58,500 and 93,600/year; however, base pay offered may vary depending on multiple individualized factors, including market location, job-related knowledge, skills, and experience.
ComriseNewLogistics and Inventory Planner ComriseLogistics and Inventory PlannerHayward, CA$51.20–$56.29 / hourIn this role, you'll manage inventory levels, support purchasing and logistics activities, and collaborate cross-functionally to prevent disruptions and maintain continuity across manufacturing and service operations. The planner will oversee inventory levels, coordinate with suppliers and carriers, and proactively address time-sensitive issues to prevent delays and maintain business continuity.
Valued Merchant ServicesFinancial Advisor Valued Merchant ServicesFinancial AdvisorSan Francisco, CAFull timeA premier global investment banking and wealth management firm is seeking two high-performing Financial Advisors to join our expanding advisory teams in the San Francisco, New York, Houston, and Chicago markets. We are seeking entrepreneurial professionals with proven success serving high-net-worth individuals and families who are ready to elevate their practice, increase earnings potential, and build long-term enterprise value.
Patelco Credit UnionFinancial Advisor II Patelco Credit UnionFinancial Advisor IISan Mateo, CaliforniaThis includes comparing and evaluating possible investment options for individual clients, identifying investment strategies and potential investments based on market conditions and clients’ particular circumstances, and assessing the timing of investments by analyzing market conditions to determine the optimum times to conduct securities transactions for clients. Ability to communicate successfully and in a professional manner with clients, above average math aptitude, excellent oral and written communication skills, excellent decision making and problem-solving skills, superior amount of computer literacy and proofreading capabilities and strong organizational skills.
Kinder'sDirector, Financial Planning Kinder'sDirector, Financial PlanningWalnut Creek, CA$145,000–$170,000 / yearMost of our work happens in the office to spark creativity and community, but we also offer flexibility so team members have the autonomy to work outside the office when needed to support their work-life balance and personal commitments. We're seeking someone who not only understands finance and planning best practices but is also driven by continuous improvement, people leadership, and a hands-on approach to problem-solving.
AHMC HealthcarePATIENT FINANCIAL ADVISOR AHMC HealthcarePATIENT FINANCIAL ADVISORDaly City, CaliforniaObtains signed patient acknowledgement of financial responsibility, interviews patients as referred, obtains and completes information for MSP, coordination of benefits (COB) and other regulatory forms as required, collaborates with AHMC Seton Medical Center Business Services collections staff to monitor patient accounts. Gathers and analyzes all patient information on medical needs, financial resources and circumstances, residential status, duration/type of care, patient eligibility for private, federal, state and county program coverage; provide full documentation for billing within limits specified by the appropriate agency and coverage source.
QcellsNewFinancial Planning & Analysis Manager (Korean Bilingual) QcellsFinancial Planning & Analysis Manager (Korean Bilingual)San Francisco, CAFull timeHanwha Qcells America Inc seeks an experienced and energetic Financial Planning & Analysis Manager to lead financial planning and risk analysis functions for the Corporate consolidate level as one stop Energy Solution Provider on Residential & Commercial Community and Industrial sectors including solar energy service business, Development and EPC, and Solar financing business. MobilityStanding 20% of time Sitting 70% of time Walking 10% of time StrengthPulling up to 10 Pounds Pushing up to 10 Pounds Carrying up to 10 Pounds Lifting up to 10 Pounds Dexterity(F = Frequently, O = Occasionally, N = Never)Typing F Handling F Reaching F Agility(F = Frequently, O = Occasionally, N = Never)Turning F Twisting F Bending O Crouching O Balancing N Climbing N Crawling N Kneeling N .
Kaiser PermanenteFinancial Planning & Analysis Analyst V Medicaid Kaiser PermanenteFinancial Planning & Analysis Analyst V MedicaidOakland, CAEvaluating Performance/Operations/Financial State: Evaluates performance/operations/financial state by using and recommending improvements; developing and implementing new templates (e.g., cash flow, RFA process, weekly unit case report) and computer applications; leading the completion of financial analyses (e.g., operating cash flow analyses, benchmarking, pro forma P&L, line item walk forwards, volume building blocks, NPV, IRR, Discounted Cash Flow, statistical analyses, economic analyses); evaluating results; and leading the completion of variance analysis (e.g., volume, P&L line item, cost of goods, rate). Reporting Region/Business Unit Financial Information: Reports region/business unit financial information by reviewing evaluation of financial trends, data analysis reports, and forecasts of income and expense; suggesting changes to Leadership based on assets, liabilities, revenues, and expenses; and reviewing the data/inputs from region/business unit systems to support analyses (e.g., membership and utilization reports, volume reporting, day sales inventory, analysis spreadsheets, investment schedules).
GoogleFinancial Analyst, gTech GoogleFinancial Analyst, gTechSunnyvale, CAFull timeFrom developing forward-thinking analysis to generating management reports to scaling our automated financial processes, the Finance organization is an important partner and advisor to the business. Lead the consolidation and analysis of the monthly forecast for gTech, identifying trends, risks, and opportunities to ensure leadership has the most up-to-date financial outlook.
GoogleFinancial Analyst, Data Center Technology Systems GoogleFinancial Analyst, Data Center Technology SystemsSunnyvale, CAFull timeNote: By applying to this position you will have an opportunity to share your preferred working location from the following: Sunnyvale, CA, USA; Kirkland, WA, USA.Minimum qualifications: Bachelor's degree in Business, Finance, Economics, Statistics, or another quantitative field, or equivalent practical experience. Technical Infrastructure (TI) is the backbone of Google - the global data centers, networks and integrated hardware and software that power both Google customer products and services, including Google Cloud, and our internal operations.
Atlasfinancialsolutions CoFinancial Services Advisor Atlasfinancialsolutions CoFinancial Services AdvisorSan Francisco, CaliforniaAtlas Financial Solutions is a fast-growing financial services firm dedicated to helping individuals, families, and business owners build, protect, and scale their financial future. We are expanding rapidly and seeking motivated individuals — whether licensed or unlicensed — who are looking to grow into a high-income, purpose-driven career.
GoogleFinancial Analyst, Technical Infrastructure GoogleFinancial Analyst, Technical InfrastructureSunnyvale, CAFull timeThe Google Data Center team builds and operates private data center fleets in the world, and Google powers that fleet with renewable energy. From developing forward-thinking analysis to generating management reports to scaling our automated financial processes, the Finance organization is an important partner and advisor to the business.
GoogleFinancial Analyst, Pixel Marketing Finance GoogleFinancial Analyst, Pixel Marketing FinanceMountain View, CAFull timeYou will own the end-to-end financial life-cycle of regional investments, from modeling partnerships and agreement renewals, to designing frameworks that measure long-term business impact. By advocating AI-driven process innovations and fostering cross-functional collaboration, you will act as a trusted advisor to leadership, ensuring our marketing strategy is both operationally efficient and data backed.
RobloxDirector of Corporate Financial Planning & Analysis (FP&A) RobloxDirector of Corporate Financial Planning & Analysis (FP&A)San Mateo, CA$276,250–$322,830 / yearDrive Systems & Automation: Drive the adoption of our financial tools (e.g., Pigment), navigate system architecture cross-functionally, and leverage AI to automate workflows in order to enhance forecasting accuracy and improve operational efficiency. Every day, tens of millions of people come to Roblox to explore, create, play, learn, and connect with friends in 3D immersive digital experiences– all created by our global community of developers and creators.
IntuitStaff Financial Analyst IntuitStaff Financial AnalystMOUNTAIN VIEW, CAStrategic planning: Be a trusted advisor to the QuickBooks Payments leadership team to develop and refine our 1- and 3-year strategic plans, proactively highlighting risks and opportunities related to business growth and drive optimal investment decisions through data-driven insights and business modeling expertise. The Small Business and Self Employed Group (“SBSEG”) is Intuit’s largest business unit with $8B+ in revenue, serving 8M+ customers with the QuickBooks line of products including accounting, payments, payroll, capital lending and banking.
Rose InternationalFinancial Planning and Analyst Jobs in USA, CA, Mountain View | Rose International Job Rose InternationalFinancial Planning and Analyst Jobs in USA, CA, Mountain View | Rose International JobMountain View, CA$50–$60 / hourTemporaryRose International has an official agreement (ID #132522), effective June 30, 2008, with the U.S. Department of Homeland Security, U.S. Citizenship and Immigration Services, Employment Verification Program (E-Verify). California Pay Equity: For information and details on pay equity laws in California, please visit the State of California Department of Industrial Relations' website here.
Yandell-SCWFinancial Planning & Analysis (FP&A) Analyst (On-Site) Yandell-SCWFinancial Planning & Analysis (FP&A) Analyst (On-Site)Benicia, CAFull timeYandell Companies delivers fully integrated supply chain solutions for the wine, specialty food, and beverage industries combining transportation, warehousing, fulfillment, and value-added services into one seamless platform. This role goes beyond traditional reporting — you will work directly with Sales, Operations, and Accounting to understand what’s driving performance, surface insights, and help leadership make better decisions.
TechDigital CorporationFinancial Analyst TechDigital CorporationFinancial AnalystRedwood City, CASciex LLC Essential Duties, Critical Success Factors, Responsibilities, Authorities and Required Interactions: Sciex is looking for a highly capable Financial Analyst who can build and sustain finance expenses and reporting models, engage with upper management as a strong business partner, and become a trusted financial advisor to VPs in Americas Commercial team. • Drive expense variance analysis and provide partnership to Commercial and Service business leaders to execute on plan; analyze historical, current, and projected financial data for use in planning, forecasting, and management decision making.
Visa Technology and Operations LLCDirector, Financial Analysis Visa Technology and Operations LLCDirector, Financial AnalysisSan Francisco, CA$170,700–$273,200 / yearAs the business continues to grow, this role will lead forecasting and analytics efforts across a broad and expanding set of stakeholders, including Product, Account Management, Sales, and other cross-functional teams supporting NA Visa Direct. Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid.
Visa Technology and Operations LLCNewDirector, Financial Planning Strategy and Playbook Visa Technology and Operations LLCDirector, Financial Planning Strategy and PlaybookSan Francisco, CA$178,300–$285,600 / yearBasic Qualifications • 8+ years of experience in FP&A, finance strategy, or finance transformation roles • Bachelor’s degree in Finance, Accounting, Economics, or a related field Preferred Qualifications • Experience leading enterprise‑scale planning processes (Budget, Forecast, LRP) in a global organization • Strong understanding of FP&A operating models, governance frameworks, and planning methodologies • Proven ability to lead cross‑functional initiatives and influence without direct authority • Experience partnering with EPM or finance systems teams • Excellent written and verbal communication skills, with comfort operating at VP/SVP level. Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid.
First Citizens BankSenior Wealth Planning Strategist First Citizens BankSenior Wealth Planning StrategistSan Francisco, California$170,000–$225,000 / year
First Citizens BankFiduciary Officer - San Francisco First Citizens BankFiduciary Officer - San FranciscoSan Francisco, California$140,000–$165,000 / year
Allspring Global Investments Holdings, LLCSenior Wealth Specialist Allspring Global Investments Holdings, LLCSenior Wealth SpecialistSan Francisco, California$130,000–$160,000 / yearStrong investment and capital markets knowledge is essential, along with the ability to represent Allspring’s expanding tax-aware solutions, especially those offered through Remi, our platform for direct indexing and custom fixed income SMAs. Collaborate with regional leadership and advice leaders, Investment Specialists and Client PMs to adopt Allspring's strategies more broadly and optimally become an extension to their firms’ sales execution effort.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Union City, CA and Surrounding Areas JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Union City, CA and Surrounding AreasUnion City, CAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Millbrae, CA and Surrounding Areas JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Millbrae, CA and Surrounding AreasMillbrae, CAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - San Francisco, CA and Surrounding Areas JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - San Francisco, CA and Surrounding AreasSan Francisco, CAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Marin County, CA and Surrounding Areas JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Marin County, CA and Surrounding AreasCorte Madera, CAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Menlo Park, CA and Surrounding Areas JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Menlo Park, CA and Surrounding AreasPalo Alto, CAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Burton Enright WelchAdvisor Burton Enright WelchAdvisorWalnut Creek, CA$110,000–$165,000Long-term, BEW expects the Advisor to progress to a Lead Advisor, which would include leading Firm initiatives, managing Associate Advisors, participating in business development efforts, and taking more of a primary role with BEW’s new and existing relationships. Founded in 1989, Burton Enright Welch (BEW) is an independent, fee-only financial planning and investment management firm in Walnut Creek, CA with over $1 billion in assets under management.
JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - San Francisco, CA (Bilingual Chinese Cantonese/Mandarin) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - San Francisco, CA (Bilingual Chinese Cantonese/Mandarin)San Francisco, CAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
Burton Enright WelchAssociate Advisor Burton Enright WelchAssociate AdvisorWalnut Creek, CA$85,000–$110,000Long-term, BEW expects the Associate Advisor to progress to an Advisor, which would include greater responsibility in leading meetings, acting as a financial planning subject matter expert, and serving as the primary point of contact with clients. Founded in 1989, Burton Enright Welch (BEW) is an independent, fee-only financial planning and investment management firm in Walnut Creek, CA with over $1 billion in assets under management.
Natural Resources Defense CouncilNewComplex Gifts Director Natural Resources Defense CouncilComplex Gifts DirectorSan Francisco, CARemote$132,000–$165,000 / yearNRDC combines the power of more than 3 million members and online activists with the expertise of some 800 policy advocates, lawyers, scientists, and communication experts to confront the climate crisis, protect nature, ensure the rights of all people to clean air, clean water, and healthy communities. Conduct donor meetings independently and jointly with major gift and planned giving officers to advance planned and blended gift conversations, Partner with donors and their professional advisors (attorneys, CPAs, financial advisors) to structure gifts effectively.
Beacon Pointe Advisors LLCAssociate Wealth Advisor Beacon Pointe Advisors LLCAssociate Wealth AdvisorPleasant Hill, CAThis individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals dedicated to servicing sophisticated, high net worth individuals and families. 1 - 2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer.
Columbia BankSenior 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.
Charles SchwabVP, Assistant Branch Manager Charles SchwabVP, Assistant Branch ManagerSan Mateo, CAAs an ABM, you are on a direct path to become a Branch Manager, a critical leader role within our Investor Services organization, which is responsible for helping individuals and families with their financial goals, including retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs. In more than 300 branch offices in 45 U.S. states, youll find Branch Managers leading and coaching their teams as they work directly with our clients to achieve their financial goals.
JPMorgan Chase & CoJ.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.
JPMorgan Chase Bank, N.A.J.P. Morgan Advisors - Senior Client Associate - San Francisco, CA JPMorgan Chase Bank, N.A.J.P. Morgan Advisors - Senior Client Associate - San Francisco, CASan Francisco, CAFull timeProvide 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 . 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.
JPMorgan Chase Bank, N.A.J.P. Morgan Advisors - Senior Client Associate - Palo Alto JPMorgan Chase Bank, N.A.J.P. Morgan Advisors - Senior Client Associate - Palo AltoPalo Alto, CAFull timeProvide 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 . 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.
Walnut Creek - Northwestern MutualSales Representative Entry Level Walnut Creek - Northwestern MutualSales Representative Entry LevelWalnut Creek, CAPrior 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.
Northwestern Mutual - San FranciscoSales Representative Entry Level Northwestern Mutual - San FranciscoSales Representative Entry LevelSan Francisco, CABeyond our office, we invest in the communities we serve—supporting local initiatives, funding advisor-led impact programs, and engaging through dedicated field advisory councils that represent and advocate for diverse voices. Industry Awards DEI Finalist, the Gen Impact Awards Top 3 Diversity & Inclusion Council recognition, the 2024 Northwestern Mutual Diversity & Inclusion Excellence Team Award, and Forbes’ Best-In-State Top Financial Security Professionals list.
Patelco Credit UnionSales Assistant Patelco Credit UnionSales AssistantCastro Valley (East Bay), CaliforniaPerforms service duties for representative, which may include monitoring assigned representatives’ emails and voicemails for follow up items, which may include prioritizing emails and voice mails, scheduling related appointments, and/or conducting the necessary follow up to the emails or voice mails. Listens effectively and empathetically to Financial Advisor, prospects, and clients, gathering facts, making written notes when appropriate, and analyzing total needs of the client or representative.