NewFinancial 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.
NewWealth Advisor, Schwab Wealth Advisory Charles Schwab CareersWealth Advisor, Schwab Wealth AdvisoryCAMPBELL, CARequired Qualifications Client 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.
NewSr. Manager, Wealth Advisor – Schwab Wealth Advisory Charles Schwab CareersSr. Manager, Wealth Advisor – Schwab Wealth AdvisoryCAMPBELL, CARequired Qualifications Client Experience: Demonstrated ability to lead complex client relationships by diagnosing needs through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions by translating sophisticated planning and investment concepts into clear, tailored guidance that drives action and deepens trust. Time Management: Ability to set an operating cadence for a book of business—prioritizing high-impact activities, coordinating across partners, and proactively communicating tradeoffs, timelines, and next steps—while ensuring service consistency and follow-through on complex, multi-workstream client needs.
NewHVAC Comfort Advisor - In Home Sales - San Jose, CA Atlas Trillo Heating & Air ConditioningHVAC Comfort Advisor - In Home Sales - San Jose, CASanta Clara, CA$100,000–$250,000 / yearJoin American Residential Services (ARS) , the nation’s largest provider of residential HVAC, plumbing, and electrical services , with over 7,000 team members and more than 45 years of experience delivering trusted home comfort solutions to customers across the country. Experience in the skilled trades business model is preferred; HVAC, Plumbing, Pest Control, Lawn Care, Roofing, Air Conditioning, Siding, Windows, Solar, Counter Tops, Kitchen & Baths, Security, etc.
NewAssociate Wealth Advisor, Schwab Wealth Advisory Charles Schwab CareersAssociate Wealth Advisor, Schwab Wealth AdvisoryCAMPBELL, CACoachability: Actively seeks, receives, and applies feedback, asking thoughtful questions and adjusting communication and behaviors to continuously improve client service and advisory support. Prioritization Management: Ability to evaluate urgency, risk, and impact while clearly communicating status, expectations, and next steps to clients and Wealth Advisors to ensure timely, accurate service delivery.
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.
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.
NewInsurance Advisor HealthMarketsInsurance AdvisorFremont, CAHealthMarkets independent licensed insurance agents shall for all purposes be deemed to be independent contractors and shall have no authority to act or represent themselves as an employee or partner of HealthMarkets Insurance Agency. HealthMarkets is a technology-enabled health insurance agency delivering high-touch, customized health and supplemental insurance solutions to individuals, families and small businesses.
Branch Office Administrator Edward JonesBranch Office AdministratorBurlingame, CAEdward Jones is based on a legacy of partnership and as a privately held firm we share the success with our associates through various discretionary and variable compensation programs, which includes bonus opportunities based on branch and firm profitability, along with individual performance. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
NewSenior Equity Compensation Planner Charles Schwab CareersSenior Equity Compensation PlannerSAN FRANCISCO, CAPartnering with clients and a collaborative team of planning professionals, you'll integrate equity compensation strategies into comprehensive financial plans that support long-term goals and strengthen client relationships. Demonstrated success applying Client Relationship Management , Analytical Thinking , Consultative Communications , Cross-Functional Collaboration , and Time Management skills to drive positive client outcomes.
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.
NewSenior/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).
NewMerrill 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 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 - 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 - 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.
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 (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.