Monterra Credit UnionFinancial Services Representative Monterra Credit UnionFinancial Services RepresentativeEast Palo Alto, CA$22–$25 / hourFull timeResponsible for accurate and efficient member service on the Teller line inclusive of the following transactions: deposits, withdrawals, cashing checks, posting loan payments, selling negotiable items, and receiving and disbursing cash. Serves as a primary source to handle member inquires, requests or processing of new transactions, including new membership accounts.
MONTERRA CREDIT UNIONTemporary part-time Financial Services Representative (Summer Employee) MONTERRA CREDIT UNIONTemporary part-time Financial Services Representative (Summer Employee)Redwood City, CAUnder the supervision of the branch manager and/or a senior member of staff, they will greet members and prospects in person and on the phone in a highly enthusiastic, efficient and effective manner, exhibiting above and beyond service skills. 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.
Monterra Credit UnionFinancial Services Representative (Summer Employee) Monterra Credit UnionFinancial Services Representative (Summer Employee)San Mateo, CATemporaryPart timeUnder the supervision of the branch manager and/or a senior member of staff, they will greet members and prospects in person and on the phone in a highly enthusiastic, efficient and effective manner, exhibiting above and beyond service skills. Responsible for meeting member needs, responding to inquiries, resolving member issues and directing members in the branch and lobby to the appropriate employee for service.
MONTERRA CREDIT UNIONTemporary part-time Information Services Clerk MONTERRA CREDIT UNIONTemporary part-time Information Services ClerkRedwood City, CAProvides 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. Job DetailsJob Location: Corporate Office Location - Redwood City, CA 94063Are you a San Mateo County Community College student looking for valuable workplace experience?.
Fidelity InvestmentsNewFinancial Consultant - Palo Alto, CA Fidelity InvestmentsFinancial Consultant - Palo Alto, CAHayward, CA$60,000–$75,000Please 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.
bdo consultingTax Senior Manager, Core Tax Services - Corporate/ASC 740 bdo consultingTax Senior Manager, Core Tax Services - Corporate/ASC 740San Jose, CA$146,000–$200,000 / yearThe Core Tax Services (“CTS”) Senior Manager – ASC740 is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex corporate tax and ASC 740 tax issues. Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.
Joseph Michaels InternationalNewCFO Advisor Joseph Michaels InternationalCFO AdvisorSan Jose, CAYou'll leverage your expertise to help us navigate growth challenges, optimize financial operations, and prepare for a successful IPO.Key ResponsibilitiesOffer strategic advice on financial planning, budgeting, and forecasting to support rapid scaling. Strong track record in financial strategy, fundraising, and scaling operations in a Silicon Valley or similar fast-paced environment.
Visa Technology and Operations LLCSr. Product Manager, Global Token Services Visa Technology and Operations LLCSr. Product Manager, Global Token ServicesFoster City, CA$169,100–$270,800 / yearVisa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid. • Successful demonstration of product delivery in either or both Agile (e.g., scrum) and waterfall software development methodologies • Ability to lead, drive consensus and deliver in a matrix organization with multiple stakeholders.
bdo consultingManager, Core Tax Services - Corporate/ASC 740 bdo consultingManager, Core Tax Services - Corporate/ASC 740San Jose, CA$102,300–$150,000 / yearThe Core Tax Services (“CTS”) Manager – ASC740 is responsible for advising clients on the tax implications of their business objectives, evaluating and selecting alternative actions to lessen tax burden and cost of compliance, identifying different methods of complying with tax regulations while acting as the primary client contact for complex corporate tax and ASC 740 tax issues. Develops an in-depth understanding of the technical and practical issues and opportunities regarding one or more areas of taxation, e.g., individual, corporate, property, sales, corporate, pass-through, state and local, international, expatriate, transfer pricing, credits and incentives, compensation and benefits, accounting methods, R&D tax benefits.
bdo consultingNewTax Managing Director, Transaction Advisory Services (M&A) bdo consultingTax Managing Director, Transaction Advisory Services (M&A)San Jose, CA$250,000–$350,000 / yearThe Tax Managing Director, Transaction Advisory Services is an essential team member that will team with the west region transaction advisory principals to grow the practice and will lead teams responsible for traditional large firm M&A tax consulting (deal structuring, due diligence, post-deal integration, tax attribute management, and other special projects). 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.
Charles SchwabVP, Financial Consultant Charles SchwabVP, Financial ConsultantPleasanton, CAOpenness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation.
MONTERRA CREDIT UNIONMarketing Specialist MONTERRA CREDIT UNIONMarketing SpecialistRedwood City, CA$33–$39 / hourThe Marketing Specialist leverages campaigns and channels that support card acquisition and utilization, digital engagement, and new member growth, ensuring the effective and timely execution of marketing tactics through automated platforms such as Visa Campaign Solutions, SMS/text automation, the website content management system, and other communication channels with the goal of increasing product penetration, member engagement, and overall usage of Monterra Credit Union’s products and services. As a member of Monterra Credit Union’s Marketing Team, the Marketing Specialist supports growth across the Credit Union’s core products and services, including credit and debit cards, membership, auto and mortgage lending, and other offerings.
JobotNewAssociate Attorney - Civil Defense JobotAssociate Attorney - Civil DefenseSan Jose, CARemote$105,000–$200,000 / yearOur practice specializes in auto liability defense, gig economy, business litigation, commercial, general liability, healthcare, employment, professional liability, restaurant & hospitality, trucking, financial services litigation, product liability, real estate litigation, retail, and insurance coverage. Information 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.
JobotNewECVC Associate (Emerging Companies / Venture Capital - 3+ Yrs Exp) JobotECVC Associate (Emerging Companies / Venture Capital - 3+ Yrs Exp)Palo Alto, CA$250,000–$400,000 / 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. This role is ideal for an attorney with 3–6 years of corporate transactional experience who has worked on venture financings and enjoys advising growth-stage companies and investors.
JobotNewLitigation Associate Attorney JobotLitigation Associate AttorneySan Jose, CA$190,000–$235,000 / 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. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
JobotNewSenior Tax Accountant JobotSenior Tax AccountantPleasanton, CA$100,000–$120,000 / 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. We are a firm where CPAs sit alongside wealth advisors and contribute directly to the long-term financial picture of the clients we serve.
JobotNewOf Counsel - Employment Law JobotOf Counsel - Employment LawSan Jose, CA$225,000–$255,000 / 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. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
JobotNewSenior Employment Law Attorney JobotSenior Employment Law AttorneySan Jose, CA$210,000–$275,000 / 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. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
JobotNewEmployment Law Attorney JobotEmployment Law AttorneySan Jose, CA$190,000–$225,000 / 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. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.
Visa Technology and Operations LLCAssociate U.S. Economist, Business and Economic Insights Visa Technology and Operations LLCAssociate U.S. Economist, Business and Economic InsightsFoster City, CA$123,000–$190,900 / yearWe are seeking an intellectually curious recent economics graduate student with a passion for applied economic analysis and interest in learning more about the payments industry to join our team of economists covering the U.S. market. Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid.
Visa Technology and Operations LLCSr Manager, Operations Visa Technology and Operations LLCSr Manager, OperationsFoster City, CA$149,800–$240,100 / yearThis role serves as the functional Subject Matter Expert (SME) for PROS CPQ, partnering closely with Sales Operations, Pricing & Deal, Product, and Technology teams to ensure accurate, scalable, and compliant pricing and quoting execution. Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid.
BlendNewSales Engineer - Enterprise - Remote BlendSales Engineer - Enterprise - RemoteSan Jose, CARemote$97,000–$114,000 / yearideal candidates have experience selling loan origination software, digital account opening, digital lending, mortgage focused solutions and have experience working with Top 50 Banks and or Credit Unions with a focus on retail banking. Account Strategy & Expansion (50%): Develop and execute account strategies to drive revenue growth, targeting 10-15%annual expansion (e.g., additional licenses, premium modules).Own and Plan Renewal Strategies designed to uplift PFL, drive revenue and encourage Blend usage.
C3 AINewAI Engagement Director C3 AIAI Engagement DirectorRedwood City, CAC3 AI delivers a family of fully integrated products including the C3 Agentic AI Platform, an end-to-end platform for developing, deploying, and operating enterprise AI applications, C3 AI applications, a portfolio of industry-specific SaaS enterprise AI applications that enable the digital transformation of organizations globally, and C3 Generative AI, a suite of domain-specific generative AI offerings for the enterprise. • Run end-to-end project governance activities including project plans, weekly status reviews, cross-functional working sessions, and executive steering committee presentations.
Charles SchwabVP, Assistant Branch Manager Charles SchwabVP, Assistant Branch ManagerCampbell, CAAs an ABM, you are on a direct path to become a Branch Manager, a critical leader role within our Investor Services organization, which is responsible for helping individuals and families with their financial goals, including retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs. In more than 300 branch offices in 45 U.S. states, youll find Branch Managers leading and coaching their teams as they work directly with our clients to achieve their financial goals.
Ava LabsNewSenior Product Manager, Fortary - Remote Ava LabsSenior Product Manager, Fortary - RemoteSan Jose, CARemoteThe ideal candidate brings a strong track record of building and launching products in fintech or crypto, thrives in fast-paced environments, and operates with a high degree of ownership and execution rigor. The company was founded by Cornell computer scientists, who partnered with Wall Street veterans and early Web3 leaders to execute a promising vision for redefining the way people build permissionless networks.
CircleNewPrincipal Product Marketing Manager - Remote CirclePrincipal Product Marketing Manager - RemoteSan Jose, CARemote$185,000–$237,500 / yearIn this role, you’ll partner closely with Product, Business Development, Marketing teams, and other cross-functional roles to bring new global payment products and solutions to market by focusing on the intersection of traditional finance and onchain programmable payments - powered by stablecoins. Circle’s platform includes the world’s largest regulated stablecoin network anchored by USDC, Circle Payments Network for global money movement, and Arc, an enterprise-grade blockchain designed to become the Economic OS for the internet.
CircleNewVP, Growth Marketing - Remote CircleVP, Growth Marketing - RemoteSan Jose, CARemote$277,500–$320,000 / yearThis role requires a leader who can operate across two distinct but equally critical growth motions: deepening institutional adoption among banks, payments providers, capital markets firms, and enterprise partners, while simultaneously expanding consumer and USDC adoption in high-growth and emerging markets. You will translate company and Marketing objectives into clear divisional OKRs, ensure strong cross-functional alignment with Commercial, Product, and Regional teams, and build a high-performing global organization capable of delivering measurable circulation growth and transaction volume expansion.
GP Strategies CorporationNewBusiness Development Manager - Remote GP Strategies CorporationBusiness Development Manager - RemoteSan Jose, CARemoteAs we continue accelerating our growth, we are seeking a highperforming enterprise seller who excels at positioning business outcomes, building trusted relationships, and partnering with large, complex client organizations. You will be provided with an established list of enterprise accounts including existing customers with active pipelines and targeted new logos where we have strong brand alignment.
BlendNewSales Executive - New Logo (Named Accounts) - Remote BlendSales Executive - New Logo (Named Accounts) - RemoteSan Jose, CARemote$125,000–$150,000 / yearThis role is a strategic, enterprise sales position focused on originating, developing, and closing complex, multi-stakeholder deals with some of the most sophisticated financial institutions in the U.S. Reporting to the Director of Sales - Named, you will own the full sales cycle - from account targeting and executive engagement through deal negotiation and close - working closely with Product, Solution Engineering, Marketing, and Executive Leadership. The Sales Executive – New Logo (Named Accounts) is responsible for driving net-new customer acquisition across the largest target financial institutions - Banks and Credit Unions with $20B+ in assets under management (AUM).
Fidelity InvestmentsNewClient Support Specialist - Greater San Jose, CA Area (REMOTE) Fidelity InvestmentsClient Support Specialist - Greater San Jose, CA Area (REMOTE)San Jose, CARemote$44,000–$80,000Please 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. Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests.
San Joaquin Valley College, Inc.NewFinancial Services Associate San Joaquin Valley College, Inc.Financial Services AssociateSan Jose, 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.
Washington Hospital Healthcare SystemDirector, 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.
All Financial FreedomClient Services Specialist – Financial Services All Financial FreedomClient Services Specialist – Financial ServicesHillsborough, CA$70,000–$75,000The ideal candidate is professional, detail-oriented, and comfortable communicating complex topics in a clear and ethical manner. Prior experience in financial services is not required; comprehensive training and licensing support are provided.
VagaroDirector of Payment Operations and Financial Services VagaroDirector of Payment Operations and Financial ServicesPleasanton, CA$170,000–$240,000This is a hands-on operator role responsible for improving payment revenue and margin, optimizing transaction performance, strengthening risk outcomes, and ensuring operational readiness and compliance across card-present, card-not-present, ACH, and wallet-based payment solutions. Own the core metrics that define success, including authorization rate, net yield, cost of processing, interchange impact, refund/void trends, dispute/chargeback rates, fraud loss, and funding performance.
UshurEnterprise Sales Director - Financial Services and Insurance UshurEnterprise Sales Director - Financial Services and InsuranceSanta Clara, CARemoteYou will run long, complex sales cycles where outcomes depend on your ability to diagnose real business problems, align stakeholders, and defend value under scrutiny. Designed for rapid code-less deployment with flexible, advanced capabilities for IT and business teams, enterprises can transform customer and employee journeys at scale in the fastest time to value.
Burch Boehner - State Farm AgentFinancial Services Representative - State Farm Agent Team Member Burch Boehner - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberSan Jose, CAIn addition to investment services, we offer a broad range of insurance products, including personal and commercial insurance, as well as life and health insurance solutions, to meet the diverse needs of our clients. The ideal candidate will work directly with clients placing IRAs, 529 plans, and other investment products.
Traction Forge FinancialEmerging Financial Services Professional (Remote) Traction Forge FinancialEmerging Financial Services Professional (Remote)San Jose, CARemoteTraction Forge Financial, powered by the strength of Global Financial Impact (GFI), is expanding and seeking motivated, entrepreneurial-minded individuals who want to build a meaningful career in financial services while helping individuals and families create stronger financial futures. Experience in customer service, hospitality, sales, leadership, business, or finance is helpful, but not required.
Apple IncFinancial Analyst, Services & AIML FP&A Apple IncFinancial Analyst, Services & AIML FP&ACupertino, CA$110,500–$166,100 / yearDescriptionThis is an exciting opportunity that entails the following responsibilities: - Prepare monthly forecasts and analyze key financial and business performance indicators across Services to provide a cohesive financial picture and narrative about Revenue, OCOGS, OPEX and Margins - Collaborate closely with Corporate FP&A and other Finance groups to support financial and planning deliverables, including quarterly close and monthly reporting - Perform profitability analyses and develop competitive insights on new and existing Services, and present findings to senior leadership - Work with technology partners to develop and deploy tools and systems to improve financial processes - Be an active team player in the Services FP&A team, striding for excellence, with desire to foster innovation while working on special projects directed by senior leadershipMinimum Qualifications2+ years of finance experience, or related forecast/planning experienceBachelor's degree in Finance, Accounting or other quantitative fieldPreferred QualificationsPerform quantitative and financial analyses with careful attention to detail and provide valuable business insightsStrong business acumen, with high intellectual curiosity and deep interest in Apple's products, services, technology, business, and strategyAbility to work with high level of ambiguity and complexityTeam player / interpersonal savvy who works across teams to solve complex issues and strives for excellenceOutstanding verbal and written communication skills and confidence to present findings in a simplistic mannerPassion for automating and improving processes and systemsAdvanced Excel and financial modeling capabilitiesExperience in Tableau, Essbase, SAP, SQL or Oracle a plusPay & BenefitsAt Apple, base pay is one part of our total compensation package and is determined within a range. SummaryPosted: Jul 11, 2024Role Number:200558994-0836The Financial Analyst will be an integral part of Financial Planning & Analysis (FP&A) team within the Services Finance organization and work on various financial tasks related to tracking, analyzing, and reporting of key financial and business information.
GlobalLogic IncSales, Financial Services BU IRC282421 GlobalLogic IncSales, Financial Services BU IRC282421San Jose, CA$200,000–$225,000 / yearRequirements Proven track record in successfully winning new business across financial services sectors in IT services/solutions: in particular, solution selling experience and networking Broad knowledge of the FS industry with deep experience in one or more sub verticals (banking, payments, wealth / asset management, insurance, market data) Excellent understanding of custom software development services including design thinking and digital (data, AI, cloud, modernization) IT managed services, CI/CD iterative software solutions and their delivery including how these can be positioned to Medium sized and most importantly Enterprise level clients. Maintain a visible presence with targeted firms and personally close key deals Delivering to agreed sales, profit and gross margin business plan and targets Development of new client relationships to drive new business sales revenue Leveraging new business opportunities from existing clients Leveraging your contact network to generate sales opportunity and revenue Stay abreast of marketing trends and business drivers and the corresponding technology solutions required.
QuinStreetSr. Account Executive, Financial Services QuinStreetSr. Account Executive, Financial ServicesFoster City, CARemote$100,000–$135,000 / yearThis is a highly cross-functional position that requires strong analytical judgment, a deep understanding of financial products and performance marketing dynamics, and the ability to collaborate effectively with both external partners and internal stakeholders. This high-impact role is responsible for driving revenue growth, managing and expanding financial-institution partnerships, and shaping marketplace strategy to deliver measurable business outcomes.
QuinStreetSenior Manager, Publisher & Advertiser Partnerships – Financial Services QuinStreetSenior Manager, Publisher & Advertiser Partnerships – Financial ServicesFoster City, CARemote$100,000–$135,000 / yearThis is a highly cross-functional position that requires strong analytical judgment, a deep understanding of financial products and performance marketing dynamics, and the ability to collaborate effectively with both external partners and internal stakeholders. This high-impact role is responsible for driving revenue growth, managing and expanding financial-institution partnerships, and shaping marketplace strategy to deliver measurable business outcomes.
Inizio Partners CorpSenior Client Partner - Banking & Financial Services Inizio Partners CorpSenior Client Partner - Banking & Financial ServicesSan Jose, CaliforniaStrong problem-solving ability with the aptitude to identify strategic solutions to business problems with enterprise-wide implications as a trusted strategic partner to clients. Scout and scope new opportunities within the account by participating in client's review meetings – identify problem statements and map services and products to develop customized solutions.
Primerica - Karina MendozaEntry Level Remote Financial Services Rep Primerica - Karina MendozaEntry Level Remote Financial Services RepMorgan Hill, CARemoteIf you’re passionate about making a difference, enjoy working with people, and want to be part of a dynamic team, we invite you to join us as a Licensed Representative. Sales Skills: Utilize your sales acumen to connect with clients, understand their unique needs, and recommend insurance plans that align with their family’s requirements.
LTD GlobalFinancial Service Representative LTD GlobalFinancial Service RepresentativeSan Jose, CAFull timeWith deep roots in the community, they offer a full range of financial products and services, including lending, deposits, and investment solutions, while maintaining a strong commitment to integrity, service excellence, and community engagement. Build strong member relationships by identifying needs and recommending appropriate financial products and services (deposit accounts, loans, retirement, and investment services).
Thrivent Financial for LutheransFinancial 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.
SummitryNewFinancial 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).
SummitryNewSenior 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.
Patelco Credit UnionFinancial Advisor II Patelco Credit UnionFinancial Advisor IISan Mateo, CaliforniaThis includes comparing and evaluating possible investment options for individual clients, identifying investment strategies and potential investments based on market conditions and clients’ particular circumstances, and assessing the timing of investments by analyzing market conditions to determine the optimum times to conduct securities transactions for clients. Ability to communicate successfully and in a professional manner with clients, above average math aptitude, excellent oral and written communication skills, excellent decision making and problem-solving skills, superior amount of computer literacy and proofreading capabilities and strong organizational skills.
Northwestern MutualFinancial Advisor Northwestern MutualFinancial AdvisorCampbell, California$61,000–$250,000 / yearNorthwestern 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.
Golden Summit Wealth & Insurance Solutions a MassMutual FirmNewFinancial Advisor Golden Summit Wealth & Insurance Solutions a MassMutual FirmFinancial AdvisorSan Jose, CA$110,000–$300,000 / yearGolden Summit positions itself as a place where advisors can run their practice with flexibility while tapping into a collaborative team, integrated planning resources, and dedicated support. You may have started building relationships and advising clients, but you are now looking for a firm that offers stronger support, more planning resources, and room to grow.