Financial Solutions Advisor- Peninsula Area Bank of AmericaFinancial Solutions Advisor- Peninsula AreaSan Mateo, CaliforniaUS - CA - Belmont - 2031 Ralston Ave - BELMONT BC (CA5149), US - CA - Burlingame - 400 El Camino Real (CA5105), US - CA - Daly City - 33 Southgate Ave - WESTLAKE BC (CA5172), US - CA - Daly City - 391 Gellert Blvd - SERRAMONTE PLAZA BC (CA5150), US - CA - Foster City - 909 E Hillsdale Blvd - FOSTER CITY BC (CA5157), US - CA - Millbrae - 555 Broadway - MILLBRAE BC (CA5141), US - CA - San Bruno - 465 San Mateo Ave (CA5108), US - CA - San Francisco - 1007 Taraval St - PARKSIDE BC (CA5114), US - CA - San Francisco - 245 Winston Dr - STONESTOWN BC (CA5110), US - CA - San Francisco - 2485 San Bruno Ave - Portola District (CA5128), US - CA - San Francisco - 288 W Portal Ave - WEST PORTAL BC (CA5134), US - CA - San Francisco - 5150 Mission St - GENEVA-MISSION BC (CA5123), US - CA - San Francisco - 6 Leland Ave - VISITACION VALLEY BC (CA5135), US - CA - San Mateo - 2900 S El Camino Real - HILLSDALE BC (CA5143), US - CA - San Mateo - 300 S El Camino Real - Ap Giannini (CA5155), US - CA - South San Francisco - 955 El Camino Real - SOUTH SAN FRANCISCO BC (CA5146). 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.
Investment Executive (Financial Advisor) Northern, CA - East Bay Fifth Third BankInvestment Executive (Financial Advisor) Northern, CA - East BayPleasanton, CAConduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.
Financial Solutions Advisor Registration Candidate - Boston Market Bank of AmericaFinancial Solutions Advisor Registration Candidate - Boston MarketBelmont, CaliforniaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions.
Relationship Banker - Shannon Southpark Financial Center Bank of AmericaRelationship Banker - Shannon Southpark Financial CenterUnion City, CaliforniaWe value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
Relationship Banker - Watsonville Financial Center Bank of AmericaRelationship Banker - Watsonville Financial CenterWatsonville, CaliforniaWe value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. This job is responsible for engaging clients in the lobby to educate and assist with conducting transactions through self-service resources, such as mobile banking, online banking, or ATM.
Enrollment Services Associate San Joaquin Valley College, Inc.Enrollment Services AssociateSan Jose, CA$30–$33 / hourPart timeThe Enrollment Services Associate will promptly schedule and conduct interviews with prospective students, providing complete and accurate information regarding educational programs, expected outcomes, student services, and financial considerations while determining the appropriateness of candidates for enrollment. Conducts a high volume of outbound telephone calls and interviews with prospective students, providing complete and accurate information regarding educational programs, expected outcomes, student services, and financial considerations while determining the appropriateness of candidates for enrollment.
Financial Center Manager Bank of AmericaFinancial Center ManagerSan Jose, CaliforniaThis includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Key responsibilities include operating as a business owner and fostering a team environment, instilling an effective client-centric and risk culture in the center, and helping clients achieve the financial goals.
Financial Intelligence Analyst WealthfrontFinancial Intelligence AnalystPalo Alto, CA$125,820–$144,425 / yearSince then, we've expanded to a full suite of products designed to help our clients turn their savings into long-term wealth, including: A Cash Account that, through our partner banks, offers one of the highest annual percentage yields on uninvested cash in the industry, while providing instant and secure access to your money with no account fees and a full suite of checking features. As the newest member of the FIU team, the ideal candidate will enjoy hands-on investigative work, possess a strong degree of intellectual curiosity, hold an interest in applying technology to enhance business processes, and will be looking to continue developing their AML skillset in an individual contributor capacity.
Market Financial Center Manager Bank of AmericaMarket Financial Center ManagerSan Jose, CaliforniaWe value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. This job is responsible for supporting a cluster of financial centers in designated markets in the absence of the assigned financial center manager and as a market-level resource.
Financial Aid Operations Coordinator (2 Positions) 2 PositionsFinancial Aid Operations Coordinator (2 Positions)San José, CaliforniaReporting to the Associate Director of Financial Aid Operations and Technology, this position provides exceptional customer service while coordinating critical document management and workflow processes that support financial aid application review, verification, and awarding. The ASR contains the current security and safety-related policy statements, emergency preparedness and evacuation information, crime prevention and Sexual Assault prevention information, and information about drug and alcohol prevention programming.
Associate Director of Financial Aid Operations and Technology San José State UniversityAssociate Director of Financial Aid Operations and TechnologySan José, CaliforniaFinancial Aid and Scholarship Office is seeking an Associate Director of Financial Aid Operations and Technology to provide leadership and management for technology-supported services used in the administration of student financial aid programs. Pursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, the Annual Security Report (ASR) is also now available for viewing at https://www.sjsu.edu/clery/docs/SJSU-Annual-Security-Report.pdf.
Financial Solutions Advisor Registration Candidate- East Bay Market Bank of AmericaFinancial Solutions Advisor Registration Candidate- East Bay MarketFremont, CaliforniaOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Financial Solutions Advisor Registration Candidate- Saratoga-Monterey Market Bank of AmericaFinancial Solutions Advisor Registration Candidate- Saratoga-Monterey MarketGilroy, CaliforniaOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Financial Solutions Advisor Registration Candidate- San Jose Market Bank of AmericaFinancial Solutions Advisor Registration Candidate- San Jose MarketSan Jose, CaliforniaOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Financial Solutions Advisor Registration Candidate- Silicon Valley Market Bank of AmericaFinancial Solutions Advisor Registration Candidate- Silicon Valley MarketMountain View, CaliforniaOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Business Services Representative Target First Citizens BankBusiness Services Representative TargetPalo Alto, California$80,000–$95,000 / yearFull timeRequiredSkill(s): Application of a structured sales process, providing financial guidance and expertise, financial literacy, knowledge retail and wealth solutions referred, knowledge of business deposit and cash management solutions, business development, networking and building centers of influence. Operations and Administration - Comply with all regulations, bank policies, procedures and delegated authorities to manage risk related to credit, operational, reputational, regulatory and legal aspects of personal interactions, customer transactions and financial exposures.
NewTax Experienced Associate - Private Wealth/Private Client Services Baker Tilly Virchow Krause, LLPTax Experienced Associate - Private Wealth/Private Client ServicesSanta Clara, CA$82,990–$108,930 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. What you will do: Be a trusted member of the engagement team providing various tax compliance and consulting services to industry specific clients: Provide tax compliance and advisory services to S-corporations, partnerships, HNW and Ultra-HNW individuals and corporations ranging from small to middle market.
Senior Director, Global Programs and Services (APPLY VIA SEARCH FIRM) APPLY VIA SEARCH FIRMSenior Director, Global Programs and Services (APPLY VIA SEARCH FIRM)San José, CaliforniaReporting to the Executive Director, Belonging and Engagement Strategies, the Senior Director for Global Programs and Services provides strategic leadership and operational oversight for International Student & Scholar Services (ISSS) and Study Abroad and Away (SAA). In partnership with academic and external stakeholders, the Senior Director advances the university’s internationalization strategy by translating institutional goals into actionable, inclusive practices that integrate global engagement across academic and co-curricular pathways.
VP, Product Management, Services FiservVP, Product Management, ServicesSunnyvale, CaliforniaThe role will own a comprehensive Services platform that combines point-of-sale, scheduling, payments, customer engagement, subscriptions, invoicing, mobile workforce management, AI-powered automation, and embedded financial services into a seamless commerce experience . This leader will work across Engineering, Design, Sales, Marketing, Operations, Risk, Customer Success, and external technology partners to deliver differentiated commerce solutions that drive customer growth, merchant retention, and revenue expansion.
Financial Education Specialist (Remote) All Financial FreedomFinancial Education Specialist (Remote)Los Altos, CARemoteThis position offers a defined pathway for advancement for individuals interested in leadership, training, or management roles within the organization. The ideal candidate is professional, detail-oriented, and comfortable communicating complex topics in a clear and ethical manner.