NewField Technology Solutions & Support Consultant II Northwestern MutualField Technology Solutions & Support Consultant IIPleasanton, CA$70,770–$131,430 / yearThis dual role involves optimizing technology configurations and driving technical product integration while simultaneously delivering customized consulting to align digital strategies with business objectives and championing the adoption of Northwestern Mutual’s technology suite. The Technology Solutions & Support Consultant is an on-site position embedded within network offices nationwide, dedicated to advancing financial advisors' sales effectiveness and practice growth through innovative technology solutions.
Manager, CFO Advisory - Financial Services Baker Tilly Virchow KrauseLLPManager, CFO Advisory - Financial ServicesSan Francisco, CA$124,910–$236,800 / yearp>Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Senior Financial Services Specialist(General Services Agency) Alameda CountySenior Financial Services Specialist(General Services Agency)Oakland, CAp>Under direction, to provide consultative, complex professional financial services to various departments and agencies; to assist with financial strategic planning and analysis and the enhancement of revenues; to supervise the work of a small support staff; to conduct a variety of financial, administrative and operational studies and inquiries; and to do related work as required. Alameda County General Services Agency (GSA) delivers a host of logistical support services to County agencies and partners from maintenance of facilities and County fleet to energy and environmental management services, capital project management, procurement services, and clean commute and recycling programs.
Financial Services Specialist II(General Services Agency) Alameda CountyFinancial Services Specialist II(General Services Agency)Oakland, CAp>Under direction, to provide professional-level financial services in areas of budget development and processing, contract negotiation and administration, financial planning and monitoring, financial accounting and reporting, and grants management to County departments and agencies; to conduct a variety of studies and inquiries and perform financial analytic and administrative work; and to do related work as required. Experience: Equivalent to one year of full-time professional-level experience in areas of budget development and processing, contract negotiation and administration, financial planning and monitoring, financial accounting and reporting, grant management or similar financial services equivalent to that performed by the Alameda County classified service of Financial Services Specialist I.
Financial Services Associate San Joaquin Valley College, Inc.Financial Services AssociateSan Leandro, CA$27–$31 / hourPart timeCustomer Focus: Personally demonstrates that external or internal customers are a high priority; identifies customer needs and expectations and responds to them in a timely and effective manner; anticipates and prevents delays or other things that can adversely affect the customer; keeps customers informed about the status of pending actions and inquires about customer satisfaction with products or services. The Financial Services Associate meets with applicants and students regarding their eligibility for federal financial aid programs by calculating anticipated awards in PELL, SEOG, Stafford/Direct and supplementary loans, and other Title IV and non-Title IV programs.
Associate Vice Provost for Student Financial Services University of San FranciscoAssociate Vice Provost for Student Financial ServicesSan Francisco, CA$170,000–$190,000 / yearJob Summary: The associate vice provost will be responsible for assuring compliance with all applicable federal and state regulations and all effective and responsible business practices; provide information and support on federal and state issues to the Office of the President, the general counsel, the Vice President for SEM and will represent the University on the state and federal level when called upon; lead proactively, employing leveraging and accessing financial aid models to shape an increasingly competitive undergraduate applicant pool and supporting enrollment and retention of undergraduate and graduate students with an exemplary student service model; create and support financial literacy initiatives to educate the financial services team, students, families and other important constituents within the campus community; and supervise a staff of approximately 21 full-time positions, including professional and support staff. Proven effectiveness and expertise in financial aid: Expertise in creating systems to enhance student service in student financial services; Significant experience participating in leadership and management within student financial services; the University seeks a leader who shows genuine enjoyment in leading the student financial services function which supports the institutional goals and objectives; and an understanding of best practices nationally in the dynamic and changing landscape that directs state and federal funding.
State and Local Tax Financial Services Senior Associate PricewaterhouseCoopers LLPState and Local Tax Financial Services Senior AssociateCA$77,000–$214,000 / yearp>A career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy.
Assurance Senior Associate [Financial Services Group] CohnReznick LLPAssurance Senior Associate [Financial Services Group]San Francisco, CA$75,000–$120,000 / yearp>Located in almost every financial center across the United States-New York, Connecticut, California, Chicago, Boston, Dallas, Denver, Miami, and more-our clients deploy billions of dollars of capital and expect situation-tested expertise, industry knowledge, access to market intelligence, and timely response to questions and requests. As a result of the unique organizational structure of most private investment funds, youll collaborate with other CohnReznick industry and service line team members to deliver outstanding technical and client service.
Customer Engineer, Data Analytics, Financial Services Google LLCCustomer Engineer, Data Analytics, Financial ServicesSunnyvale, CANote: By applying to this position you will have an opportunity to share your preferred working location from the following: Atlanta, GA, USA; Cambridge, MA, USA; Chicago, IL, USA; Los Angeles, CA, USA; Sunnyvale, CA, USA; New York, NY, USA; Austin, TX, USA; San Francisco, CA, USA. Experience with "Big Data" technologies or concepts (e.g., analytics warehousing, data processing, data transformation, data governance, data migrations, ETL, ELT, SQL, Spark, performance or scalability optimizations, batch versus streaming).
Senior Product Marketing Manager - Financial Services NVIDIA CorpSenior Product Marketing Manager - Financial ServicesSanta Clara, CAli>High-Stakes Storytelling: Identify "big-picture" success stories within the ecosystem and serve as a lead writer for various audiences, crafting blogs, technical deep-dives, and pitches that help our teams drive both demand and earned media. Enhance Sales and Partner Enablement: Combine our updated strategies and FSI messaging to develop new partner assets (i.e. solution briefs, success stories, and training) to help them become more effective demand generation partners, rather than fulfillment channels.
Assurance Senior Associate - Financial Services TAG EisnerAmper, LLC (Inactive)Assurance Senior Associate - Financial ServicesCA$80,000–$115,000 / yearp>Our clients are enterprises as diverse as sophisticated financial institutions and start-ups, global public firms, and middle-market companies, as well as high net worth individuals, family offices, not-for-profit organizations, and entrepreneurial ventures across a variety of industries. By operating on the core tenets of profound trust, professional integrity, and consistent results, we strive to create lasting partnerships with our clients based on solutions rather than simply identifying issues in their financial statements.
Salesforce Financial Services Cloud Tech Lead Tech Mahindra LtdSalesforce Financial Services Cloud Tech LeadCAp>We're seeking a experienced and certified Salesforce Financial Services Cloud (SF FSC) with deep expertise in Financial Services Cloud (FSC) and Contact Center solutions. This role is for financial services (especially insurance domain) requiring good communication skills, and the ability to translate business needs into scalable solutions.
PEPI: Associate, CFO Services -- Digital Finance (OPEN TO ALL US LOCATIONS) Alvarez & Marsal Private Equity Performance Improvement Group, LLCPEPI: Associate, CFO Services -- Digital Finance (OPEN TO ALL US LOCATIONS)San Francisco, CAFull timeA&M's Private Equity Performance Improvement Services (PEPI) practice works with private equity held portfolio companies and provides our clients with solutions to preserve and generate value for their businesses. Proven track record in Assessing Finance and Accounting functions, and implementing Digital technologies to improve efficiency and transparency in at least one of the following areas: RPA, Finance Analytics, NLG, Predictive Forecasting models.
Salesforce Financial Services Cloud ( FSC) SME / Architect Tech Mahindra LtdSalesforce Financial Services Cloud ( FSC) SME / ArchitectCAli>Design scalable solutions for customer onboarding, relationship management, and service automation leveraging different capabilities of salesforce like Data Cloud, Agentforce, and others as needed. This role is pivotal in bridging business needs with technical execution, driving digital transformation across financial services operations and customer engagement platforms.
Salesforce Financial Services Cloud (FSC) SME Tech Mahindra LtdSalesforce Financial Services Cloud (FSC) SMECAli>Design scalable solutions for customer onboarding, relationship management, and service automation leveraging different capabilities of salesforce like Data Cloud, Agentforce, and others as needed. This role is pivotal in bridging business needs with technical execution, driving digital transformation across financial services operations and customer engagement platforms.
Field Sales Representative II, Financial Services Google LLCField Sales Representative II, Financial ServicesSan Francisco, CAul>Develop and implement sales strategies to surpass revenue targets and build trusted, consultative relationships with customers, while leveraging emerging technology trends, market analysis, and knowledge of cloud solutions to showcase how Google Cloud can transform customers" business. As part of an entrepreneurial team in this rapidly growing business, you will play a key role in understanding the needs of our customers and help shape the future of businesses of all sizes use technology to connect with customers, employees and partners.
Financial Services - International Corporate Tax Advisory - Tax Manager Ernst & Young Global LtdFinancial Services - International Corporate Tax Advisory - Tax ManagerSan Francisco, CA$116,200–$212,900 / yearp>Identifying and answering complex domestic and international tax issues Providing technical tax advice and planning services to a portfolio of projects Building long-lasting relationships with our clients, developing your understanding of their unique needs and requirements Building and leading a dedicated client service team, providing performance feedback and guaranteeing your people always have the skills, tools and opportunities they need to grow. To qualify for the role, you must have A bachelors degree and around five years of related work experience or a graduate degree and four years of related work experience A US CPA license or US state bar membership Tax due diligence, deal-structuring, and post-acquisition planning experience and/or inbound and outbound transaction consulting with international tax research, planning and compliance experience.
Strategist, Agent Development - Financial Services Sierra Technologies IncStrategist, Agent Development - Financial ServicesCAOur financial services team partners closely with these organizations to set their AI strategies and build modern tools that carefully handle moments when a person's private anxiety meets an institution's procedural muscle - the instant before a family learns whether they are pre-approved for a mortgage; the claustrophobic half hour after someone notices a fraudulent charge; the frustrating experience of losing a card and needing to order a new one. Example successful candidates include: Engagement Managers from leading management consulting firms Product Managers who have interfaced with customers when developing and launching new products or features, especially those involving many streams of effort.
Director, Patient Financial Services - Patient Accounting - FT - M-F 8AM Washington Hospital Healthcare SystemDirector, Patient Financial Services - Patient Accounting - FT - M-F 8AMFremont, CA$79.80–$111.72 / hourDemonstrates ability to successfully perform duties through knowledge of patient and third party billing, Strong leadership, managerial and interpersonal skills, Computer skills/competency in EHR, preferably EPIC, electronic billing and follow-up systems in all areas of responsibility. Certifications:Desired: Certification of "Manager of Patient Accounts" from the Healthcare Financial Management Association (HFMA).Experience: Recent 5 to 7 years of Management in a hospital setting of which 2-3 years should be in the position of a director.
Strategist, Agent Development - Financial Services SierraStrategist, Agent Development - Financial ServicesSan Francisco, Californiali>Our financial services team partners closely with these organizations to set their AI strategies and build modern tools that carefully handle moments when a person’s private anxiety meets an institution’s procedural muscle - the instant before a family learns whether they are pre-approved for a mortgage; the claustrophobic half hour after someone notices a fraudulent charge; the frustrating experience of losing a card and needing to order a new one. Our co-founders are Bret Taylor and Clay Bavor.
Enterprise Account Executive Financial Services Scale AI IncEnterprise Account Executive Financial ServicesCA$200,000–$230,000 / yearThis role is focused on selling complex, agentic AI solutions -autonomous workflows powered by LLMs and human-in-the-loop systems - into large banks, insurers, asset managers, and fintechs. Our products provide the high-quality data and full-stack technologies that power the world's leading models, and help enterprises and governments build, deploy, and oversee AI applications that deliver real impact.
NewPrincipal, Salesforce Financial Services Cloud & Agentforce West Monroe Partners, LLCPrincipal, Salesforce Financial Services Cloud & AgentforceSan Francisco, CA$127,700–$150,200 / yearp>West Monroe is seeking a Principal to help financial services organizations transform customer experiences, modernize operations, and drive business value through Salesforce Financial Services Cloud (FSC), Agentforce, and AI-enabled solutions. Experience integrating AI tools (e.g., ChatGPT) into day-to-day workflows to enhance productivity and insight generation, coupled with strong critical thinking to assess accuracy, mitigate bias, and ensure high-quality outputs.
Director, Business Development, Financial Services Marketplace KikoffDirector, Business Development, Financial Services MarketplaceSan Francisco, CaliforniaYou will be responsible for identifying and scaling strategic partnerships, optimizing monetization performance, negotiating complex commercial agreements, and building durable relationships with leading financial institutions, affiliate partners, fintech platforms, and distribution channels. We are looking for a Director of Business Growth & Strategic Partnerships to lead expansion of our financial services marketplace across key verticals including credit cards, personal loans, insurance, banking, and other consumer financial products.
Manager, Business Development, Financial Services Marketplace KikoffManager, Business Development, Financial Services MarketplaceSan Francisco, CaliforniaYou will be responsible for identifying new partnership opportunities, supporting commercial negotiations, managing day-to-day partner relationships, and helping optimize marketplace monetization performance across a portfolio of financial services partners. The ideal candidate has experience in consumer fintech, affiliate marketplaces, lead generation ecosystems, performance marketing, or financial services platforms similar to companies like Credit Karma and NerdWallet.
Insurance and Financial Services Position - State Farm Team Member Tim McGallian - State Farm AgentInsurance and Financial Services Position - State Farm Team MemberClayton, CAAs an Insurance and Financial Services Specialist, you will be the go-to expert for our clients, assisting them with a wide range of services and helping them secure the insurance policies they need to protect what matters most. We are looking for a dynamic and enthusiastic Insurance and Financial Services Specialist to join our team and help us continue to deliver unparalleled support and solutions to our valued customers.
PEPI: Senior Director, CFO Services--Financial Reporting Advisory (OPEN TO ALL US LOCATIONS) Alvarez & Marsal Private Equity Performance Improvement Group, LLCPEPI: Senior Director, CFO Services--Financial Reporting Advisory (OPEN TO ALL US LOCATIONS)San Francisco, CAFull timeIdentify key business challenges, accurately forecast liquidity needs, pinpoint financial/accounting process inefficiencies and assess the organization's design, roles and team. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave.
PEPI: Director, CFO Services--Financial Reporting Advisory (OPEN TO ALL US LOCATIONS) Alvarez & Marsal Private Equity Performance Improvement Group, LLCPEPI: Director, CFO Services--Financial Reporting Advisory (OPEN TO ALL US LOCATIONS)San Francisco, CAFull timeIdentify key business challenges, accurately forecast liquidity needs, pinpoint financial/accounting process inefficiencies and assess the organization's design, roles and team. Additionally, employees are eligible for paid time off including vacation, personal days, seventy-two (72) hours of sick time (prorated for part time employees), ten federal holidays, one floating holiday, and parental leave.
Supervising Financial Services Specialist(Alameda County Health) Alameda CountySupervising Financial Services Specialist(Alameda County Health)San Leandro, CAp>Under general direction, to provide supervision for financial and administrative services and operational support functions in County departments or agencies; to provide complex professional-level services in the areas of budget development and processing, contract negotiation and administration and grants management; to facilitate the implementation of a variety of programs and projects; and to do related work as required. Experience: The equivalent to two years of full-time professional-level experience in independently performing financial planning or analysis, budget development and processing, contract negotiation and administration and/or grants management at a level equivalent to or higher than the County class of Financial Services Specialist II in the Alameda County classified service.
NewSupervising Financial Services Specialist(Sheriff''''s Office) Alameda CountySupervising Financial Services Specialist(Sheriff''''s Office)Dublin, CAp>The Alameda County Sheriff''s Office is a full-service law enforcement agency accredited through the Commission on Accreditation for Law Enforcement Agencies (CALEA) for its law enforcement services, its Regional Training Center, and its Dispatch Unit; the American Society of Crime Laboratory Directors Laboratory Accreditation Board for its Crime Lab; the Bomb Squad Commanders Advisory Board for its Explosive Ordinance Unit. Under general direction, to provide supervision for financial and administrative services and operational support functions in County departments or agencies; to provide complex professional-level services in the areas of budget development and processing, contract negotiation and administration and grants management; to facilitate the implementation of a variety of programs and projects; and to do related work as required.
Senior Financial Services Specialist(Alameda County Health) Alameda CountySenior Financial Services Specialist(Alameda County Health)San Leandro, CAp>Under direction, to provide consultative, complex professional financial services to various departments and agencies; to assist with financial strategic planning and analysis and the enhancement of revenues; to supervise the work of a small support staff; to conduct a variety of financial, administrative and operational studies and inquiries; and to do related work as required. Reinstatement: Pursuant to Civil Service Rule 1744: On the request of a department head and approval of the Commission, a regularly appointed employee who resigned in good standing may, within three years after the effective date of his/her resignation, be reinstated in a position in the class from which he/she resigned or in a position in another class for which he/she may be eligible as determined by the Commission.
Senior Product Manager, Financial Services Cloud Salesforce IncSenior Product Manager, Financial Services CloudSan Francisco, CA$172,500–$260,100 / yearli>Deeply understand customer problems - partnering with design partners, field teams, and C-suite customers to validate pain points and solution hypotheses before engineering investment is committed. 7+ years of product management experience, with at least 5 years focused on enterprise SaaS and financial services and a proven track record of delivering complex technology products.
Director of Creator Partnerships, Financial Services QuinStreet IncDirector of Creator Partnerships, Financial ServicesCARemote$145,000–$175,000 / yearThis role is responsible for building and scaling the creator supply side of the marketplace - identifying, recruiting, and activating high-quality creators who can authentically engage consumers making important financial decisions. We are seeking a Director of Creator Partnerships, Financial Services to lead the expansion of our creator ecosystem across key verticals including insurance, credit cards, banking, loans, and debt solutions.
Financial Services Analyst (5184C) Haas School of Business #86170 University of CaliforniaFinancial Services Analyst (5184C) Haas School of Business #86170Berkeley, CA$74,700–$107,000 / yearp>As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer. Strong interpersonal skills, analytical skills, service orientation, active listening, critical thinking, attention to detail, ability to multi-task in a high volume environment, organizational skills, effective verbal and written communication skills, sound judgment and decision making; ability to develop original ideas to solve problems.
Senior Director, Platform Architecture - Financial Services ServiceNow IncSenior Director, Platform Architecture - Financial ServicesSanta Clara, CA$228,900–$412,000 / yearli>Drive Platform Architect technical fluency and delivery excellence to guide complex FSI implementations - including multi-cloud integrations, data sovereignty requirements, and compliance-driven configuration patterns - while maintaining clear role differentiation from hands-on implementation work. Develop and enable high-performing Directors, Senior Managers, and Platform Architects to address complex, FSI-specific challenges including regulatory compliance, risk management transformation, core banking modernization, and AI-driven process automation.
NewFinancial Services Analyst II, Part-time (4754C) - Physics University of CaliforniaFinancial Services Analyst II, Part-time (4754C) - PhysicsBerkeley, CA$34.01–$39.07 / hourp>As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer. In coordination with BPIE Coordinator, makes venue and field trip reservations, researches vendors, processes payments in BearBuy, orders supplies, and processes reimbursements and general all administrative support for the program as needed in support of our BPIE/BETA Physics program.
Registered Client Service Associate - Ameriprise Financial Advisors - San Jose, CA AmeripriseRegistered Client Service Associate - Ameriprise Financial Advisors - San Jose, CASan Jose, CaliforniaAs a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships.
NewFinancial Service Representative - Palo Alto, CA FidelityFinancial Service Representative - Palo Alto, CAPalo Alto, CaliforniaRemotep/>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Advisor Development Program - Financial Solutions Advisor Trainee: Eastshore Financial Center Bank of America CorpAdvisor Development Program - Financial Solutions Advisor Trainee: Eastshore Financial CenterBerkeley, CA$28.85–$33.65 / hourRole Specifics:As an Advisor Development Program Financial Solutions Advisor Stage I (ADP FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated study time for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. 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 Solutions Advisor Stage I- Cupertino Financial Center Bank of America CorpFinancial Solutions Advisor Stage I- Cupertino Financial CenterCupertino, CA$65,000–$75,000 / yearResponsibilities:• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions• Recommends banking and investments strategies that align with client financial goals and needs• Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds• Mitigates and controls risk as part of daily activities• Identifies and engages potential new clients through referrals or financial center clienteleRequired Qualifications:• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).•
Financial Solutions Advisor - Parkside Financial Center Bank of America CorpFinancial Solutions Advisor - Parkside Financial CenterSan Francisco, CAp>Merrill Lynch Pierce Fenner & Smith Incorporated also referred to as MLPF&S or Merrill makes available certain investment products sponsored, managed, distributed, or provided by companies that are affiliates of Bank of America Corporation (BofA Corp.). 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 Solutions Advisor - Stonestown Financial Center Bank of America CorpFinancial Solutions Advisor - Stonestown Financial CenterSan Francisco, CA$70,000–$80,000 / yearp>• 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 • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended. • Account Management • Advisory • Client Experience • Branding • Customer and Client Focus • Oral Communications • Active Listening • Attention to Detail • Client Solutions Advisory • Issue Management • Pipeline Management • Causation Analysis • Client Management • Policies, Procedures, and Guidelines • Risk Management • Written Communications.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorMenlo Park, CAEdward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3a39 and 15b4 and Rule 17a-3a12 of the Securities and Exchange Act of 1934 and conducts background reviews consistent with FINRA Rule 3110e. We know that building a business takes time, so weve 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- Cupertino Financial Center Bank of America CorpFinancial Solutions Advisor- Cupertino Financial CenterCupertino, 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. On screen copy: Advise clients on their investment goals in order to pursue those goals [Saving and Budgeting tool in the mobile app is shown] I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their childs college education.
Financial Solutions Advisor - Serramonte Financial Center Bank of America CorpFinancial Solutions Advisor - Serramonte Financial CenterDaly City, 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. On screen copy: Advise clients on their investment goals in order to pursue those goals [Saving and Budgeting tool in the mobile app is shown] I interact with clients from all walks of life, from small-business owners developing a financial plan to new parents looking to start saving money for their child's college education.
Associate Financial Advisor Northern Trust CorpAssociate Financial AdvisorSan Francisco, CA$85,330–$145,130 / yearThe 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. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity.
NewAssociate Financial Advisor (Foster City) SummitryAssociate Financial Advisor (Foster City)Foster City, CA$85,000–$115,000 / yearp>The 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. This role owns a segment of client relationships (typically <$1M AUM), delivers a high-quality client experience, and partners closely with Financial Advisors on larger, more complex households.
NewAssociate Financial Advisor Golden Summit Wealth & Insurance Solutions a MassMutual FirmAssociate Financial AdvisorRedwood City, CA$70,000–$90,000 / yearp>Girls Just Gotta Have Funds is a financial planning team focused on helping clients feel more confident, prepared, and empowered in their financial lives. The right person for this role will be process-oriented, detail-driven, comfortable with technology, and excited to support both client service and long-term business growth.
Associate Financial Advisor Wells Fargo & CoAssociate Financial AdvisorSAN FRANCISCO, CAThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. FINRA Series 7 and 66 (or 63 and 65) examinations, or equivalent as well as state Variable, Life and Health insurance licenses must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire.
Merrill Advisor Development Program - Financial Advisor: San Francisco Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: San Francisco MarketSan Francisco, CA$80,000–$90,000 / yearli>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. 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.
Merrill Advisor Development Program - Financial Advisor: Silicon Valley Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Silicon Valley MarketSan Jose, CA$80,000–$90,000 / yearli>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. 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.