Real Estate Services Coordinator - $37/hr Veterans Sourcing GroupReal Estate Services Coordinator - $37/hrSan Francisco, CAPhones do not ring often, but answering phone calls and escalating if needed. As a *** Real Estate Associate, you will be responsible for managing all aspects of a single property or portfolio.
Senior Wealth Advisor Columbia Banking System, Inc.Senior Wealth AdvisorWalnut Creek, CAThe Senior Wealth Advisor is expected to consistently maintain and build a book of business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. They also must have the ability to grow and manage a large book of business encompassing business development, financial planning, asset management, pipeline management, and a high-level understanding of most client financial considerations.
Market Supervision Manager Bank of AmericaMarket Supervision ManagerPalo Alto, CaliforniaThe Market Supervision Manager (MSM) supports the Firm's business objectives and contributes to the Market's profitability by influencing Financial Advisors (FA) business practices in ways that minimize regulatory and financial risk as well as uphold the Firms' reputation. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
Director - Financial Due Diligence RSMDirector - Financial Due DiligenceSan Francisco, CA$151,200–$304,200 / yearResponsibilities: Directors will lead and manage multiple challenging financial due diligence engagements and participate in transactions related to the acquisitions and divestitures by private equity investor groups and strategic corporate buyers and sellers. Our Deal Services team is comprised of seasoned, expert, nationally acclaimed and knowledgeable professionals providing buy-side and sell-side financial, technology, and operational diligence services and advice.
Guest Service Agent Crescent Hotels & Resorts LLCGuest Service AgentRedwood City, CAPart timeAssist guests with check-out including, but not limited to, ensuring rooms and services are correctly accounted, using the point-of-sale system, handling money, processing credit and debit cards, accepting and recording various forms of payment, converting foreign currency, making change and processing gift certificates and cards. For applicants who will be working in California, the anticipated compensation range for the position is $ 22.48 per hour The salary offered to a successful candidate will be dependent on several factors that may include, but are not limited to years of experience within the job, years of experience within the required industry, education, work location, etc.
Investment Analyst Trident ConsultingInvestment AnalystSan Francisco, CA$120,000–$150,000 / yearCollaborate with the National Investments team to align client portfolios with investment strategies while considering cash flow, taxation, liquidity, risk tolerance, and other client-specific objectives. Trident Consulting is seeking a " Associate Director - Investment Analyst (Wealth Advisory) ” for one of our clients in "San Francisco CA ” a global leader in Wealth Management.
Senior Advisor: Market Regulation & Regulatory Service Agreement (Rsa) Financial Industry Regulatory Authority, Inc.Senior Advisor: Market Regulation & Regulatory Service Agreement (Rsa)San Francisco, CAFINRA employees are required to disclose to FINRA all brokerage accounts that they maintain, and those in which they control trading or have a financial interest (including any trust account of which they are a trustee or beneficiary and all accounts of a spouse, domestic partner or minor child who lives with the employee) and to authorize their broker-dealers to provide FINRA with duplicate statements for all of those accounts. Employees may only maintain securities accounts that must be disclosed to FINRA at one or more securities firms that provide an electronic feed (e-feed) of data to FINRA, and must move securities accounts from other securities firms to a firm that provides an e-feed within three months of beginning employment.
Manager - Financial Due Diligence - TMT RSMManager - Financial Due Diligence - TMTSan Francisco, CA$112,100–$225,500 / yearIf you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. The Financial Due Diligence Manager is responsible for performing financial due diligence for clients involved in acquisitions and divestitures, preparing detailed financial analyses, and interacting with top-level management to gather pertinent information.
Manager - Financial Due Diligence - Healthcare RSMManager - Financial Due Diligence - HealthcareSan Francisco, CA$112,100–$225,500 / yearIf you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. The Financial Due Diligence Manager is responsible for performing financial due diligence for clients involved in acquisitions and divestitures, preparing detailed financial analyses, and interacting with top-level management to gather pertinent information.
Finance As A Service (Faas) Practice Leader RSMFinance As A Service (Faas) Practice LeaderSan Francisco, CAThe leader will ensure delivery of scalable, high-quality services and a growth mindset across FaaS putting forward competitive pricing and positioning in a rapidly evolving marketplace. Proven skills to motivate service delivery team to expand services, business developers to mine and deliver on strategic new clients and colleagues to understand and refer prospects.
NewService Operations Associate (Walnut Creek, CA) Mercer AdvisorsService Operations Associate (Walnut Creek, CA)Walnut Creek, CaliforniaToday, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*. For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team.
Audit Services Partner - Life Science Bio Pharma RSMAudit Services Partner - Life Science Bio PharmaSan Francisco, CADemonstrated leadership and management skills, with success managing multiple large or complex audit portfolios, supervising senior leadership teams, and guiding firm-wide talent development and staffing strategies. Strong stakeholder management, communication, and relationship-building skills, able to interact with senior client executives, boards or audit committees, firm leadership, and cross-functional teams.
Senior Manager, Pigment Services Armanino McKenna LLPSenior Manager, Pigment ServicesSan Ramon, CA$173,100–$210,000 / yearArmanino LLP is a licensed independent CPA firm that provides attest services, and Armanino Advisory LLC and its subsidiary entities provide tax, advisory, and business consulting services. Any referrals, resumes, or candidates submitted to Armanino or any employee or owner of Armanino without a pre-existing agreement signed by both parties covering the submission will be considered the property of Armanino and not subject to any fees or charges.
NewFinancial Center Manager- Cantonese or Mandarin Preferred Bank of AmericaFinancial Center Manager- Cantonese or Mandarin PreferredOakland, CaliforniaUS - CA - Berkeley - 2129 Shattuck Ave - BERKELEY MAIN OFFICE (CA4112), US - CA - Emeryville - 4120 San Pablo Ave - EMERYVILLE BC (CA4137), US - CA - Oakland - 388 9th St - OAKLAND CHINATOWN BC (CA4133), US - CA - Piedmont - 345 Highland Ave - PIEDMONT BC (CA4205). 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.
Professional Services Consultant Ripple LabsProfessional Services ConsultantSan Francisco, CA$116,000–$145,000 / yearDeveloped using the latest technology, Ripple Treasury helps empower organizations on their path to strategic treasury, by enabling total visibility into their cash, liquidity, payments and financial risk management. Through our crypto solutions for financial institutions, businesses, governments and developers, we are improving the global financial system and creating greater economic fairness and opportunity for more people, in more places around the world.
Financial Solutions Advisor Registration Candidate - Greater Oakland Market Bank of AmericaFinancial Solutions Advisor Registration Candidate - Greater Oakland MarketBerkeley, 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 Francisco Market Bank of AmericaFinancial Solutions Advisor Registration Candidate- San Francisco MarketSan Francisco, 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.
Relationship Banker- Pleasant Hill Area Bank of AmericaRelationship Banker- Pleasant Hill AreaPleasant Hill, CaliforniaUS - CA - Danville - 620 San Ramon Valley Blvd - DANVILLE BC (CA4118), US - CA - Lafayette - 3530 Mt Diablo Blvd - LAFAYETTE BC (CA4127), US - CA - Martinez - 6678 Alhambra Ave - VIRGINIA HILLS BC (CA4180), US - CA - Pleasant Hill - 2178 Contra Costa Blvd - PLEASANT HILL BC (CA4126), US - CA - San Ramon - 3100 Crow Canyon Pl - SAN RAMON BC (CA4179), US - CA - Walnut Creek - 1330 N Main St - WALNUT CREEK MAIN OFFICE (CA4117), US - CA - Walnut Creek - 2153 Oak Grove Dr (CA4218). We 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.
Accountant II - Human Services Agency (Departmental Promotional Only) County of San MateoAccountant II - Human Services Agency (Departmental Promotional Only)San Mateo, CAUnder the direction of the Senior Accountant, the Accountant I/II will independently perform the full range of Accountant I/II’s duties, including: Perform complex professional accounting work relative to either centralized and/or departmental County accounting procedures and records. Review claiming and accounting documents to ensure accuracy, examine supporting documentation to establish proper authorization, review invoices, reconcile information from various sources, review and reconcile accounting reports.
Market Financial Center Manager Bank of AmericaMarket Financial Center ManagerNapa, 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. 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.