Financial Services Advisor MONTERRA CREDIT UNIONFinancial Services AdvisorSan Mateo, CA$25–$31 / hourOpens new membership, checking, money market, investment certificate, IRA, Trust, Uniformed Transfer to Minor Accounts, and carries out requests on deceased accounts and fraud situations. Provides service that aligns with the Credit Union’s mission of passionately delivering relevant products, services, and education tailored to help our members, employees, and communities achieve their financial goals.
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.
Analytics Specialist, Vice President - Aladdin Financial Engineering (PAG) BlackRockAnalytics Specialist, Vice President - Aladdin Financial Engineering (PAG)San Francisco, CA$180,000–$215,000 / yearAs part of the Aladdin Financial Engineering (AFE) organization, PAG designs, develops, and deploys advanced analytical solutions that combine Aladdin’s technology platform, financial models, and data to solve complex real-world investment and business challenges. Our solutions are used across BlackRock’s investment, product, and distribution organizations, helping drive better portfolio insights, support strategic decision-making, improve client outcomes, and contribute to winning new business.
NewSenior Associate - Wealth Planning Specialist ASPIRIANT LLCSenior Associate - Wealth Planning SpecialistMountain View, CARather than working directly with clients, the Senior Associate will help design and evolve our wealth planning platform, developing tools and insights that advisors rely on every day to ensure we deliver a consistent, high-quality, intimate client experience. The Senior Associate partners closely with the Practice (e.g., the firm’s client-facing professionals) and participates with Client Service Operations, Technology, Compliance and other departments to solve complex challenges, improve how the firm operates and bring new ideas into practice.
NewSenior Family Law Attorney Direct CounselSenior Family Law AttorneySan Francisco, CA$230,000–$245,000 / yearThis is a premier opportunity for a seasoned attorney with deep California family law experience to step into a high-level practice supporting complex matrimonial matters involving substantial assets, intricate financial structures, and high-profile clients. Direct Counsel is partnering with a highly regarded law firm in San Francisco, seeking an experienced Senior Family Law Associate to join its sophisticated High-Net-Worth Family Law Practice Group .
Financial Advisor Northwestern MutualFinancial AdvisorSan Francisco, 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.
Financial Advisor San Francisco Federal Credit UnionFinancial AdvisorSan Francisco, CAWith an "A" health rating and solid year-over-year growth, San Francisco Federal's (SFF) membership is now over 43,000 with assets surpassing $1.3 billion and branches located in San Francisco, San Mateo, Alameda, and Contra Costa Counties. Expand your community presence by developing relationships with local centers of influence and hosting financial education seminars, workshops, and branch events that empower members and attract new business.
Financial Advisor - Greater San Francisco Bay Area Thrivent Financial for LutheransFinancial Advisor - Greater San Francisco Bay AreaSan Mateo, 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.
Financial Advisor (Foster City) SummitryFinancial Advisor (Foster City)Foster 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).
NewSenior Financial Advisor (Foster City) SummitrySenior Financial Advisor (Foster City)Foster 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.
Merrill Advisor Development Program- Financial Advisor: Palo Alto Market Bank of AmericaMerrill Advisor Development Program- Financial Advisor: Palo Alto MarketPalo Alto, 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.
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.
Merrill Advisor Development Program - Financial Advisor: San Francisco Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: San Francisco MarketSan Francisco, 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 with Business Development Focus Northwestern Mutual - San FranciscoFinancial Advisor with Business Development FocusSan Francisco, CAFull timePrior Experience: Brings a wealth of experience in entertainment marketing and large-scale events, having held senior leadership roles overseeing special projects, brand partnerships, and experiential campaigns for major media, lifestyle, and financial brands. Build Meaningful Relationships: Just as you’ve cultivated strong client partnerships in your previous roles, this career could offer the opportunity to create lifelong connections while supporting clients through every stage of their financial journey.
VP Financial Advisor Wealth Enhancement Group AcquisitionVP Financial AdvisorSouth San Francisco, CA$164,000–$250,000 / yearActual compensation within this range will depend on your qualifications, skills, and credentials, educational and professional experience and actual compensation will depend on your productivity and sales numbers and can be below or exceed the range. OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
NewAssociate Financial Advisor Northern TrustAssociate Financial AdvisorSan Francisco, CA$85,330–$145,130 / yearAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions. The AFA will work with NTSI Capital Markets, Northern Trust Asset Management, and many Third-Party Asset Managers to develop expertise and knowledge to provide best in class execution and investment advice.
NewAssociate Financial Advisor (Foster City) SummitryAssociate Financial Advisor (Foster City)Foster City, CA$85,000–$115,000 / yearThe Associate Financial Advisor (AFA) is a client-facing advisor-in-training role responsible for managing and growing relationships, while building the technical and advisory skills required to become a Financial Advisor. Join an innovative and collaborative team dedicated to becoming the most admirable advisory firm, helping families thrive amid the unique opportunities and challenges of life in the Bay Area.
Lead Financial Advisor Claire Myers ConsultingLead Financial AdvisorSan Francisco, CaliforniaOur client is a highly respected, team-oriented wealth management firm with a strong track record of long-term client relationships and internal collaboration. They are seeking a Lead Financial Advisor who can step into a meaningful client-facing role immediately, managing sophisticated relationships while contributing to the continued growth of the firm.
Licensed Financial Advisor Opportunities Valued Merchant ServicesLicensed Financial Advisor OpportunitiesSan Francisco, CAFull timeWe 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.
Financial Advisor - San Francisco Federal Credit Union LPL Financial ServicesFinancial Advisor - San Francisco Federal Credit UnionSan Francisco, CA$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.