NewWealth Advisor, Wealth Advisory Charles SchwabWealth Advisor, Wealth AdvisoryCampbell, CAClient Experience: Ability to build trust by listening actively, asking thoughtful questions, and clearly translating complex financial concepts into guidance clients can understand and act on. • Coachability: Actively seeks, receives, and applies feedback; communicates openly about development needs and adjusts approach to continuously improve advisory effectiveness.
NewFinancial Services Tax Experienced Manager, State and Local Tax Bdo ConsultingFinancial Services Tax Experienced Manager, State and Local TaxSan Francisco, CA$94,500–$189,000 / yearA Tax Experienced Manager, State and Local Tax is responsible for advising clients of the tax implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with tax regulations. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
NewTrusts and Estates Paralegal JobotTrusts and Estates ParalegalSan Jose, CA$120,000–$160,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. Draft and review estate planning documents, including revocable and irrevocable trusts, wills, powers of attorney, advance healthcare directives, and beneficiary designations.
NewTrusts and Estates Attorney JobotTrusts and Estates AttorneySan Jose, CA$170,000–$240,000 / yearInformation collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. The ideal candidate will have a strong background in sophisticated estate planning, wealth transfer strategies, and trust administration, with the ability to manage complex client relationships and deliver tailored legal solutions.
NewFund Banking Analyst StifelFund Banking AnalystSan Francisco, CAStifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. Built on a simple premise of safeguarding our clients’ money as if it were our own, coined by our namesake, Herman Stifel, our success is intimately tied to our commitment to helping families, companies, and municipalities find their own success.
NewManaging Director, Fund Banking (Fund Finance) StifelManaging Director, Fund Banking (Fund Finance)San Francisco, CAStifel Fund Banking is the business banking platform within Stifel Bank focused on capital call (subscription) credit facilities, deposit accounts, and other commercial banking services for private investment funds across all asset classes including venture capital, private equity, private credit, and real estate (abbreviated “VC/PE”). Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
NewDirector, Technical Accounting - Remote MotiveDirector, Technical Accounting - RemoteSan Francisco, CARemote$140,000–$200,000 / yearMotive serves more than 120,000 customers – from Fortune 500 enterprises to small businesses – across a wide range of industries, including transportation and logistics, construction, energy, field service, manufacturing, agriculture, food and beverage, retail, and the public sector. The candidate will own external reporting and help to build and maintain the Company’s accounting policies, lead the preparation of consolidated financial statements (including Form S-1) and address technical accounting issues arising from business transactions or the implementation of new accounting pronouncements.
NewParalegal State Farm Mutual Automobile Insurance CompanyParalegalConcord, CA$71,000–$95,000 / yearPrevious experience required 0 - 15 years of recent civil litigation experience, preferably insurance defense or personal injury Prior paralegal experience, litigation Experience drafting discovery responses, trial preparation, and drafting motions/pleadings Familiarity with California court rules and procedures Experience reviewing medical records and preparing medical chronologies Key skills required Strong organizational skills, ability to work independently, prioritize workload, multi-task in a fast-paced environment, and communicate effectively Strong written communication skills, attention to detail Technology/software experience required Strong software/technical skills Working knowledge of a Case Management system Working Knowledge of a Document Storage system Education requirements including licensing and certifications Prior litigation or paralegal experience, paralegal degree/certificate/certification, medical training, or relevant coursework or legal studies degree Candidates must meet the California Business & Professions Code §6450 for paralegals requirements Additional Details Applicants are required to be eligible to lawfully work in the U.S. immediately. Paralegal responsibilities include, but are not limited to: Assist attorneys in discovery and pre-trial matters under attorney supervision Assist attorneys in handling assigned case files and delivering other legal services under attorney supervision Prepare cases for court appearances, depositions, and trial including contacting experts and clients Prepare medical record summaries and billing summaries, and medical chronologies Draft motions, pleadings, and reports Qualifications Please only apply for this position if you meet the minimum requirements.
Merrill Advisor Development Program - Financial Advisor: East Bay Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: East Bay MarketWalnut Creek, CaliforniaEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
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.
Senior/Financial Advisor (Foster City) SummitrySenior/Financial Advisor (Foster City)Foster City, CA$115,000–$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. Serve as the primary advisor and trusted partner to high-net-worth client families (Financial Advisors typically work with clients between $1-5M in AUM, and Senior Financial Advisors typically $5M+ in AUM).
Merrill Advisor Development Program - Financial Advisor: Palo Alto Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Palo Alto MarketPalo Alto, CaliforniaOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs.
Merrill Advisor Development Program - Financial Advisor: San Francisco Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: San Francisco MarketSan Francisco, CaliforniaOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs.
Merrill Advisor Development Program - Financial Advisor: Silicon Valley Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Silicon Valley MarketSan Jose, CaliforniaOur Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs.
Personal Financial Advisor Sales MatchPersonal Financial AdvisorSan Jose, CaliforniaRemoteIf you are passionate about personal finance and enjoy helping clients plan for their future, this is a great opportunity for you to work remotely and make a meaningful impact. In this role, you will provide individualized financial advice to clients, helping them manage their personal finances and achieve their financial goals.
Financial Solutions Advisor - San Ramon Financial Center Bank of America CorpFinancial Solutions Advisor - San Ramon Financial CenterSan Ramon, CA$70,000–$80,000 / yearAcknowledge Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. 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.
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.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorAlameda, CA$45,000–$100,000 / yearEdward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.
Financial Solutions Advisor - Stonestown Financial Center Bank of AmericaFinancial Solutions Advisor - Stonestown Financial CenterSan Francisco, 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 Advisor - Greater San Francisco Bay Area Thrivent Financial for LutheransFinancial Advisor - Greater San Francisco Bay AreaPleasanton, CAThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.