Financial Advisory Jobs in San Francisco, CA
Iconiq Growth
San Francisco, CA
The Vice President of Financial Advisory will work with and help manage a team of client coverage professionals to serve both existing and new high net worth and ultra-high net worth clients, helping to serve their increasingly complex needs across investments, tax & estate planning and structuring, and life management & advisory services. Comprehensive investment management and risk oversight, overseeing complex portfolios, guiding investment decisions, and implementing asset allocation strategies across diverse financial products to optimize risk-adjusted returns.
State Employees' Credit Union
Mountain View, CA
Senior FAS Specialist – In addition to product delivery and advisory responsibilities, the Senior FAS Specialist provides holistic planning services to enable members to navigate through various life stages; helping to increase the likelihood that each plan remains compatible with the members’ needs as they enter various life stages. Apply locations Hickory-16Th St Ne Wilkesboro Hickory - Fairgrove Church Rd Hickory-Mountain View Lenoir time type Full time posted on Posted 23 Days Ago job requisition id JR-13049If you are motivated and believe in the credit union philosophy of "People Helping People," join our team!
Edward Jones
$45000 - $100000 undefined
San Rafael, CA
Edward 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). 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.
Houlihan Lokey, Inc
San Francisco, CA
The firm is the No. 1 investment bank for all global M&A transactions for the past two years, the No. 1 M&A advisor for the past 10 years in the U.S., the No. 1 global restructuring advisor for the past 11 years, and the No. 1 global M&A fairness opinion advisor over the past 25 years, all based on number of transactions and according to data provided by LSEG. Our dedicated Transaction Opinions group delivers fairness, solvency, and valuation advisory services across a variety of situations, including mergers, acquisitions, divestitures/spin-offs, SPACs/PIPEs, recapitalizations, restructurings, and activist shareholder situations.
Charles Schwab
Daly City, CA
Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage their more complex portfolios and achieve their goals.
Charles Schwab
Piedmont, CA
As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals.
Kroll
East Palo Alto, CA
Currently enrolled in (or recent graduate with, or previously received if working on Masters or PhD) an undergraduate or graduate degree in Mathematics/Statistics, Quantitative Economics, Operations Research/Management Science, or Physics from an accredited college or university. You will be empowered with the opportunity to apply your quantitative background to business and management problems in ways you may never have considered, ways that require you to never stop learning and implementing new techniques and innovative approaches in solving the wide variety of challenging issues our clients face.
Oliver James Associates Ltd.
San Francisco, CA
My client offers External Auditors the exposure to long term, strategic consulting engagements within highly technical areas, that enables them to develop strong & diverse A&F skillsets. Technical Proficiency: Excellent desktop computer skills, with advanced Microsoft Excel capabilities (e.g., macros, pivot tables) preferred.
BDO Consulting
$220000 - $250000 YEAR
San Francisco, CA
The Assurance Managing Director, Risk Advisory Services will be responsible for overseeing and delivering risk advisory services around Information Technology (IT) related activities such as Internal Audit, Sarbanes-Oxley, System Development Lifecycle and Implementation Reviews, Cyber-Security Reviews, Business Resumption/Disaster Recovery Planning, Information Technology General Controls (ITGC), Application Level IT Controls, Data Analytics, Business Intelligence/Automation, and Data Governance among other common IT related services. Ten (10) or more years of experience with a public accounting firm or Fortune 1000 company performing Risk Assessments, internal audits, Sarbanes-Oxley Readiness services, internal control assessments, management consulting as a Financial, Operational or Information Technology Subject Matter Expert, required.
Palo Alto Networks, Inc.
Santa Clara, CA
With a highly successful track record of delivering mission-critical cybersecurity solutions, we are experienced in working quickly to provide an effective incident response, attack readiness, and remediation plans with a focus on providing long-term support to improve our clients’ security posture. Possess a deep technical knowledge in Security Incident and Event Management (SIEM) platforms, Security Orchestration and Response (SOAR) technologies, Endpoint Protection and Response/Next Gen Protection and Response (EDR/XDR) tools, Next GenFirewalls, Threat Intelligence and Hunting platforms.
Charles Schwab Corporation
San Francisco, CA
Most of the Business Development Officer's time will be spent engaging potential investors of the offer, internal partners, and clients of SWA as we seek to meet each investor’s needs with the best-in-class services of Charles Schwab. The Business Development Officer,Schwab Wealth Advisoryrole will help promote, retain and delight clients of Schwab’s premier wealth management solution,Schwab Wealth Advisory(SWA).
Northwestern Mutual
Menlo Park, CA
Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis. Northwestern Mutual’s proprietary planning software helps you educate your clients and deliver holistic financial plans—including investments for growth, insurance for protection, and annuities for guaranteed income in retirement—that helps you have a bigger impact on your clients and community.
Ernst & Young Advisory Services Sdn Bhd
San Francisco, CA
As a Senior, you'll provide clients with tax guidance and consulting related to tax accounting and planning (internal restructurings, mergers and acquisitions, initial public offerings, dispositions, carve-out financial statements, GAAP conversions from US GAAP to IFRS or IFRS to US GAAP, share-based compensation, financial statement restatements, and balance sheet remediation of tax accounts). Our Tax Accounting and Risk Advisory Services (TARAS) practice assists companies with all aspects of their financial reporting for income taxes including tax accounting, tax provision procedures, and controls design and testing.
Zs Associates
San Francisco, CA
We always start with the strategic vision; identify key capabilities required to deliver, and then design key organizational elements (including structure, ways of working, governance, and KPIs), always keeping talent and culture at the core of our approach. Our Advisory Consultantswork with clients using our core consulting skills and frameworks to make the right strategic choices and drive stronger execution of strategies for lasting impact and change.
Regal Executive Search
San Francisco, CA
Regal Executive Search https://cdn.haleymarketing.com/templates/61827/logos/regalexecutivesearch-hml.png http://www.regalexecutivesearch.com http://www.regalexecutivesearch.com true. Senior Managers lead project teams and interact with clients and their Big 4 auditors on all aspects of engagements, including report writing, developing and managing relationships with client management, and business development.
Corporate Finance Group Inc.
San Francisco, CA
Our consultants work as part of a team with other CFGI professionals, Big 4 auditors, and client management on all facets of the engagements, including analyzing financial information, interviewing client management, identifying key issues, report writing, participating in meetings, and developing a strong relationship with client management. ·Integration with client’s internal staff as a subject matter expert when it comes to operational senior accounting tasks or overall financial team support.
Trajan Wealth LLC
San Francisco, CA
Our advisors understand the weight of fiduciary duty and are committed to delivering disciplined, objective financial planning that inspires trust and provides the peace of mind our clients seek. What sets us apart is our integrated approach: alongside our financial advisory services, we house a full-service law firm, Trajan Estate, offering comprehensive estate planning under one roof.
Moss Adams LLP
San Francisco, CA
We are currently seeking a Quantitative Staff Financial Analyst to join our group as part of our FSA practice, specializing in model risk management and model validation, with an emphasis in credit risk and the Current Expected Credit Loss (CECL) models being implemented within financial institutions industry-wide. Compensation Range : Compensation range for Washington State - $81,000 -$104,000 Compensation range for California State - $86,000 -$119,000 Compensation range for Colorado State - $81,000 -$99,000 Compensation range for New York State - $81,000 -$109,000.