Financial Services Representative - State Farm Agent Team Member Chris Buich - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberSanta Cruz, CA$80,000–$120,000 / yearFull timeAs a Senior Financial Consultant / Client Advisor, you will leverage your extensive industry experience and securities licensing to provide comprehensive financial planning and wealth management solutions to a portfolio of qualified clients. Conduct thorough financial needs assessments and develop customized strategies encompassing investments, retirement planning, insurance, and other financial products.
Senior Financial Services Representative Mirastar FCUSenior Financial Services RepresentativeSan Jose, CaliforniaCompliance with the Bank Secrecy Act, OFAC, and USA PATRIOT Act, including but not limited to completing Member Identification Program requirements for new customers, accurate completion of new account activity profile, CTR, Monetary Instrument log, and reporting of suspicious activities to your supervisor and BSA Officer. The Senior Financial Services Representative will perform a wide variety of complex duties related to the handling of member transactions, assisting in service and operational duties, providing leadership and guidance, and demonstrating behaviors supporting the Mirastar experience.
Financial Services Representative - State Farm Agent Team Member Burch Boehner - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberSan Jose, CAFull timeIn 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.
Financial Services Representative - State Farm Agent Team Member Joe Frangieh - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberCampbell, CAFull timeROLE DESCRIPTION: As an insurance and financial services representative with Joe Frangieh's State Farm Office, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.
Sr. Security Engineer - GRC Fintech & Financial Services SpaceXAISr. Security Engineer - GRC Fintech & Financial ServicesPalo Alto, CA$152,000–$258,000 / yearThe ideal candidate brings hands-on fintech compliance experience (PCI DSS, NYDFS, FFIEC), fluency in data privacy frameworks (GDPR, CCPA), and GRC engineering skills: Compliance-as-Code, continuous evidence collection, and deep partnership with engineering so controls are designed into the platform rather than bolted on after the fact. Design, implement, and validate technical controls relevant to fintech environments (cardholder data environment scoping and segmentation, access control, logging, encryption, change management, vulnerability management) — not just document them.
Business Intelligence Analyst, Financial Services NclusionBusiness Intelligence Analyst, Financial ServicesPalo Alto, CaliforniaBuild lightweight, ad hoc analysis (SQL, Excel/Sheets, BI tools) for questions the established data lake and KPI set don't yet answer — and partner with the data team to turn recurring ad hoc needs into permanent capture mechanisms, rather than building parallel shadow dashboards indefinitely. You'll build and maintain the KPI reporting and dashboards that track wallet, loyalty card, and remittance performance against the FinServ team's priority metrics across every active market, turning that data into analysis the Director uses to brief the COO and Exec team.
Sr. Security Engineer - GRC Fintech & Financial Services TwitterSr. Security Engineer - GRC Fintech & Financial ServicesPalo Alto, CA$152,000–$258,000 / yearThe ideal candidate brings hands-on fintech compliance experience (PCI DSS, NYDFS, FFIEC), fluency in data privacy frameworks (GDPR, CCPA), and GRC engineering skills: Compliance-as-Code, continuous evidence collection, and deep partnership with engineering so controls are designed into the platform rather than bolted on after the fact. Design, implement, and validate technical controls relevant to fintech environments (cardholder data environment scoping and segmentation, access control, logging, encryption, change management, vulnerability management) - not just document them.
Financial Services Officer Bay Federal Credit UnionFinancial Services OfficerSanta Cruz, CARemoteFull timeWhat youll be doing: Build strong financial relationships by assessing member needs and promoting appropriate Bay Federal products and services Accurately open, maintain, and close all types of deposit and loan accounts while ensuring compliance with policies and procedures Process consumer loan requests from application through funding, including document collection and completion Provide expert assistance with IRAs, Trusts, Death Claims, and Business Services, including accurate transaction processing Support members with digital services such as Online/Mobile Banking and Bill Pay setup and troubleshooting Stay current on and apply all NCUA and Federal Regulations related to financial transactions and disclosures Lead or support daily branch operations including opening/closing duties and non-cash lobby tasks Youre Perfect For This Role If You Have: A high school diploma or equivalent. About the Role: The Financial Services Officer proactively works with members and prospective members to assess their financial needs, provide accurate information and appropriately communicate product and service benefits and features in order to cross-sell and open accounts.
Emerging 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.
Emerging Financial Services Professional (Remote) (Remote) Traction Forge FinancialEmerging Financial Services Professional (Remote) (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.
NewFinancial Services Representative CommonWealth Central Credit UnionFinancial Services RepresentativeSan Jose, CaliforniaAs a Financial Services Representative, your major responsibilities will include: Ensure fulfillment of members' financial needs through discussions of financial wellness. Additionally, individuals in this position must satisfy all requirements to become an endorsee of the Credit Union’s State of California’s Credit Insurance Business Entity License.
NewSales Director, Financial Services TenstorrentSales Director, Financial ServicesSanta Clara, CAOur high-performance RISC-V CPUs, modular chiplets, and scalable compute systems give developers full control at every layer of the stack, at any scale from a single-node experimentation to data center-scale deployment. If you thrive in long cycles, complex decision paths, and high-stakes alignment, this is a chance to build an enterprise motion from the ground up and shape how large organizations deploy state-of-the-art compute.
Financial Services Professional Symmetry Financial GroupFinancial Services ProfessionalSan Jose, CaliforniaRemote$36,000–$48,000 / yearResponsibilities: Identify client needs and recommend tailored protection and asset-building solutions. We're building a team of GROWTH-MINDED individuals who want: Mentorship from proven leaders.
Financial Advisor - Patelco Credit Union LPL Financial ServicesFinancial Advisor - Patelco Credit UnionSan Mateo, CAThis employment opportunity at Patelco Credit Union in San Mateo, CA would allow you to join the Investment Program at Patelco Credit Union as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Patelco Credit Union for financial solutions.
Financial Advisor - BMO Bank LPL Financial ServicesFinancial Advisor - BMO BankBurlingame, CA$100,000–$140,000 / yearThis employment opportunity at BMO Bank in Burlingame, CA would allow you to join the Investment Program at BMO Bank as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to BMO Bank for financial solutions.
At‑Work Financial Advisor - BMO Bank LPL Financial ServicesAt‑Work Financial Advisor - BMO BankSan Jose, CA$100,000–$140,000 / yearThis employment opportunity at BMO Bank in San Jose, CA would allow you to join the Investment Program at BMO Bank as a At‑Work Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to BMO Bank for financial solutions.
Merrill Advisor Development Program- Financial Advisor: Palo Alto Market Bank of AmericaMerrill Advisor Development Program- Financial Advisor: Palo Alto MarketPalo Alto, CaliforniaEffectively 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 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.
Merrill Advisor Development Program - Financial Advisor: Silicon Valley Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: Silicon Valley MarketSan Jose, CaliforniaEffectively 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 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.
NewAssociate Financial Advisor (Foster City) SummitryAssociate Financial Advisor (Foster City)Foster City, CA$85,000–$115,000 / yearThe Associate Financial Advisor (AFA) is a client-facing advisor-in-training role responsible for managing and growing relationships, while building the technical and advisory skills required to become a Financial Advisor. Join an innovative and collaborative team dedicated to becoming the most admirable advisory firm, helping families thrive amid the unique opportunities and challenges of life in the Bay Area.
Financial Advisor - Patelco Credit Union LPL FinancialFinancial Advisor - Patelco Credit UnionSan Mateo, CaliforniaThis employment opportunity at Patelco Credit Union in San Mateo, CA would allow you to join the Investment Program at Patelco Credit Union as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Patelco Credit Union for financial solutions.