Financial Solutions Advisor- Peninsula Area Bank of America CorpFinancial Solutions Advisor- Peninsula AreaSan Mateo, 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. Back to search results Financial Solutions Advisor- Peninsula Area San Mateo, California; San Francisco, California; San Francisco, California; Foster City, California; Daly City, California; Belmont, California; San Francisco, California; South San Francisco, California; San Francisco, California; San Mateo, California; Millbrae, California; San Bruno, California; Burlingame, California; San Francisco, California; Daly City, California; San Francisco, California Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Financial Solutions Advisor- Hayward and Milpitas Area Bank of America CorpFinancial Solutions Advisor- Hayward and Milpitas AreaSan Jose, 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. Back to search results Financial Solutions Advisor- Hayward and Milpitas Area San Jose, California; Castro Valley, California; Union City, California; Fremont, California; Milpitas, California; Newark, California; Fremont, California; Milpitas, California; Union City, California; Fremont, California; San Leandro, California; San Jose, California; Hayward, California Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
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.
NewPeople Practices Advisor-Santa Clara or San Francisco, CA DPRPeople Practices Advisor-Santa Clara or San Francisco, CASan Francisco, California$82,000–$123,000 / yearCollaborate with Centers of Excellence and People Operations to deploy PP services and execute daily tasks that are required to be completed at a local level, including but not limited to: training program logistics, new hire orientation, technology support, and local people practices events planning and coordination. This role will be coached/managed by People Practices Business Partner and focus on taking care of employees in the local business unit, on a large/mega project job site, across the Enterprise for a Corporate Services workgroup or Family of Companies.
Wellness Advisor (Sales) YogaSix - Northern CaliforniaWellness Advisor (Sales)South San Francisco, CASKILLS YOU WILL LEARN: Successful Wellness Advisors develop a broad and marketable skill set through their time in this role that are transferable throughout the boutique fitness space, as well as many industries outside of the fitness industry. DUTIES : New Member Acquisition and Retention: A successful studio depends on supporting prospective students through the following life cycle: Booking Appointments.
Senior Wealth Advisor & Practice Lead - Wealth Management / Personal Strategy - Bay area region Empower Annuity Insurance Co of AmericaSenior Wealth Advisor & Practice Lead - Wealth Management / Personal Strategy - Bay area regionSan Francisco, CA$104,800–$148,075 / yearThe Senior Wealth Advisor, Practice Lead plays a vital role in helping Empowers Personal Strategy clients achieve long-term financial success by serving as a trusted advisor and primary point of contact for mass affluent households, focusing on clients in the Greater SF Bay Area area. This role is focused on retaining and growing net assets over time by delivering proactive, tailored financial advice through a highly personal and strategic approach that is Easy, Personal and Enlightening.
NewAutomotive Service Advisor Future Ford Lincoln of ConcordAutomotive Service AdvisorConcord, CAFull timeProvide the client with an accurate estimate of repair or maintenance cost, and/or a minimal diagnostic fee with explanation of associated cost, detailing problems and pertinent information, and secure client authorization of repair or service. Responsibilities include but are not limited to : Serve as the liaison between the customer and technician; ensuring the customer's needs are understood by the technician and the needed and recommended service/repairs are understood by the customer.
NewService Parts Advisor Lucid Group IncService Parts AdvisorSan Jose, CA$30–$41 / hourCompensation Range: The compensation range for this position is specific to the locations listed below and is the range Lucid reasonably and in good faith expects to pay for the position taking into account the wide variety of factors that are considered in making compensation decisions, including job-related knowledge; skillset; experience, education and training; certifications; and other relevant business and organizational factors. Parts Advisor: The Parts Advisor (back counter) position will oversee parts operations within the service center to provide the highest level of customer satisfaction while maximizing return on investment through parts inventory management.
Senior Wealth Advisor Citigroup Inc.Senior Wealth AdvisorSan Francisco, CA$70,000–$200,000 / yearAppropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency. Adhere to a specific prospecting code of conduct, which (1) permits acquiring new private client accounts only by referral or personal contact with an individual seeking to do business and (2) prohibits seminars, mail campaigns, cold calling and any other methods of solicitation.
Audit Advisor - Assurance - Audit Services - Manager - Multiple Positions - 1725641 Ernst & Young Global LtdAudit Advisor - Assurance - Audit Services - Manager - Multiple Positions - 1725641San Francisco, CAIf you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, type Option 2 (HR-related inquiries) and then type Option 1 (HR Shared Services Center), which will route you to EY's Talent Shared Services Team or email SSC Customer Support at ssc.customersupport@ey.com. Provide accounting insights to clients in a clear and concise manner, including insights into complex accounting issues such as revenue recognition, share-based compensation, business combinations and internal controls.
J.P. Morgan Wealth Management - Private Client Advisor - San Francisco, CA (Financial District and Surrounding Areas) JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - San Francisco, CA (Financial District and Surrounding Areas)San Francisco, CAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Union City, CA and Surrounding Areas JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Union City, CA and Surrounding AreasUnion City, CAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Marin County, CA and Surrounding Areas JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Marin County, CA and Surrounding AreasCorte Madera, CAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Alameda, CA and Surrounding Areas JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Alameda, CA and Surrounding AreasAlameda, CAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
J.P. Morgan Wealth Management - Private Client Advisor - Walnut Creek, San Ramon, CA and Surrounding areas JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Advisor - Walnut Creek, San Ramon, CA and Surrounding areasWalnut Creek, CAFull timeUsing a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs. Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products.
NewSenior Portfolio Advisor Citigroup Inc.Senior Portfolio AdvisorSan Francisco, californiaBe a strategic partner to broader CIO Team (research, portfolio management, Portfolio Construction & Analytics, product) on messaging, advisor needs, and product development opportunities. We use automated processing, including artificial intelligence, for our legitimate business interests (or our reasonable and appropriate business purposes) to identify and align the candidate's skills and abilities with a specific job opening.
Financial Advisor - BMO Bank LPL Financial Holdings IncFinancial Advisor - BMO BankSan Francisco, CAThis employment opportunity at BMO Bank in San Francisco, CA would allow you to join the Investment Program at BMO 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.
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.
Investment Executive (Financial Advisor) Northern, CA - East Bay Fifth Third BankInvestment Executive (Financial Advisor) Northern, CA - East BayWalnut Creek, CaliforniaInvestment Executive (Financial Advisor) Northern, CA - East Bay At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Conduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives.
Wealth Advisor - Mechanics Bank LPL FinancialWealth Advisor - Mechanics BankOakland, CaliforniaA Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66.
NewCareer Services Advisor Unitek Learning IncCareer Services AdvisorHayward, CA$28–$32 / hourThrough its family of institutions, including Unitek College of Nursing, Eagle Gate College, Provo College, Brookline College, and Unitek EMT, Unitek delivers career-focused education designed to help students build meaningful careers while addressing critical workforce needs across the healthcare industry. Through our Workforce Solutions segment, Unitek partners with hospitals and health systems to create sustainable talent pipelines and expand access to healthcare education through employer-based training and workforce development programs nationwide.
Associate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorOakland, CAAs an associate financial advisor at Edward Jones, you'll work with the broader practice team - collaborating with one or more financial advisors and client support teammates - to deliver personalized financial strategies and exceptional client service. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
Deal Advisor - San Carlos, CA Anywhere Real Estate IncDeal Advisor - San Carlos, CASan Carlos, CAHome to some of the most recognized brands in real estate Better Homes and Gardens Real Estate, Century 21, Coldwell Banker, Coldwell Banker Commercial, Corcoran, ERA, and Sotheby''s International Realty, we fulfill our purpose to empower everyone''s next move through our leading integrated services, which include franchise, brokerage, relocation, and title and settlement businesses, as well as mortgage and title insurance underwriter minority owned joint ventures. Anywhere supports nearly 1 million home sale transactions annually and our portfolio of industry-leading brands turns houses into homes in more than 118 countries and territories across the world.
Financial Advisor - San Francisco Federal Credit Union LPL Financial ServicesFinancial Advisor - San Francisco Federal Credit UnionSan Francisco, CA$80,000–$120,000 / yearYou'll partner closely with branch teams and community centers of influence to grow your book of business, deepen relationships, and deliver tailored financial solutions that support every stage of our members' lives. As a Financial Advisor with San Francisco Federal Credit Union, you'll be the trusted face of investment and insurance solutions within our branches-helping members make confident, values-based financial decisions.
Fashion Advisor, San Fancisco Chanel S.A.Fashion Advisor, San FanciscoSan Francisco, CACareer and Leadership Development: We have dedicated in-house teams focused on supporting the onboarding of employees, developing leadership skills via custom programs like Imagine CHANEL People, Heart of Leadership and group and individual coaching, and blended online and live classes offered on our Bloom platform and by skilled trainers, such as Shape Your Career, to develop career building skills. We offer Employee Resource Groups in the US that are voluntary, open to all, employee-led groups formed around a shared identity or lived experience, whose aim is to foster a diverse, inclusive, and equitable community aligned with the values and missions of the communities they support.
Sr. Relationship Advisor Northern Trust CorpSr. Relationship AdvisorMenlo Park, CA$189,290–$331,200 / yearAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions. Manages assigned account base of sophisticated wealth management clients by working with client service team, clients and their professional advisors to develop a thorough understanding of the client's needs and goals.
Sr. Portfolio Advisor - San Francisco Northern TrustSr. Portfolio Advisor - San FranciscoMenlo Park, CA$189,290–$331,200 / yearManage investment activities for a reduced set of major fee revenue producing accounts (target 80% capacity), representing large and sensitive high net worth personal trusts and individual investment portfolios typically larger in size and complexity within their market. Consistently demonstrate mastery with new investment strategies, tools and capabilities, and portfolio research and investment methodologies through regular contact and engagement with the National Investment and Goals Driven Wealth Management Practices, their peers, and broader Wealth and Asset Management.
Lead SOX Risk Advisor Intuit IncLead SOX Risk AdvisorMountain View, CAIn this high-impact role, reporting to the Senior Manager, SOX Risk Advisory, you'll drive strategic SOX readiness projects and provide risk advisory expertise across many process areas to ensure compliance with SOX while enabling process excellence. Within SRCO, the SOX Risk Advisory team acts as strategic advisors to business process owners, control owners, and our Technology Compliance and Risk Management Organization (TCRM) to ensure financial reporting integrity and readiness for business change.
Luxury Beauty Advisor Ulta Beauty IncLuxury Beauty AdvisorDublin, CA$20–$30 / hourEnsure that each guest receives exceptional service by providing a guest-friendly environment, which includes greeting and engaging every guest, personalizing service to their needs, offering samples, recommending complementary products and/or services, and informing guests of current promotions, events, and services within the store. Meet or exceed Luxury brand sales and clientele goals and contribute to meeting or exceeding the store's goals related to retail and service sales, guest loyalty (including credit), retail shrink and omni-channel sales as set by Ulta Beauty for the store.
Associate Wealth Advisor CorientAssociate Wealth AdvisorMenlo Park, California$100,800–$162,400 / yearCorient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. We combine a boutique’s personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.
NewSVP-Client Advisor Whittier TrustSVP-Client AdvisorMenlo Park, CaliforniaThe position requires a working knowledge of legal documents encountered in trusts, estate planning and finance, including trust agreements, deeds, powers of appointment, powers of attorney, stock powers, assignments, disclaimers and partnership agreements. Whittier Trust is the oldest privately owned multi-family office headquartered on the West Coast, providing exceptional client service and highly customized investment solutions for high-net-worth individuals and their families.
Beauty Advisor - Part Time Sephora USA IncBeauty Advisor - Part TimeEmeryville, CA$22.60–$26 / hourPrevious experience and demonstrated ability to provide excellent service and develop strong client relationships in a retail, hospitality, or client-focused environment. Stay ahead of trends Keep up with the latest beauty products, techniques, and trends to deliver relevant advice that keeps clients coming back.
Licensed Beauty Advisor - Part Time Sephora USA IncLicensed Beauty Advisor - Part TimeSan Francisco, CA$24–$27.60 / hourDrive results Help achieve store goals by providing and rebooking beauty services, servicing clients, and selling products. Perform beauty services Provide makeup, waxing, and other services listed in Sephora's Beauty Services menu.
Beauty Advisor - Full Time Sephora USA IncBeauty Advisor - Full TimeWalnut Creek, CA$22.60–$26 / hourPrevious experience and demonstrated ability to provide excellent service and develop strong client relationships in a retail, hospitality, or client-focused environment. Stay ahead of trends Keep up with the latest beauty products, techniques, and trends to deliver relevant advice that keeps clients coming back.
Beauty Advisor - Flex Sephora USA IncBeauty Advisor - FlexSan Francisco, CA$22.60–$26 / hourPrevious experience and demonstrated ability to provide excellent service and develop strong client relationships in a retail, hospitality, or client-focused environment. Stay ahead of trends Keep up with the latest beauty products, techniques, and trends to deliver relevant advice that keeps clients coming back.
Licensed Beauty Advisor - Full Time Sephora USA IncLicensed Beauty Advisor - Full TimeSan Mateo, CA$24–$27.60 / hourDrive results Help achieve store goals by providing and rebooking beauty services, servicing clients, and selling products. Perform beauty services Provide makeup, waxing, and other services listed in Sephora's Beauty Services menu.
Service Advisor Marin SubaruService AdvisorSan Rafael, CaliforniaTo make our vision real, we look for Service professionals who think differently and strive to provide 100% customer satisfaction – utilizing the latest technologies to find the perfect solutions for our guests. Establish and maintain strong positive working relationships and loyalty with customers to encourage repeat and referral business allowing for long-term clientele.
Network Intelligence Advisor - US West KentikNetwork Intelligence Advisor - US WestSan Francisco, CARemote$144,000–$168,000 / yearKentik Network Intelligence Advisors are not just a point of contact; they strive to become a trusted technical friend and advisor – the person our customers can rely on to help navigate their most complex network challenges and strategic initiatives. You will be working at a fast-growing, well-funded startup alongside industry thought leaders and network aficionados as we build the future of observability and set the high bar for how network operations and digital businesses should run.
Service Advisor Weatherford BMWService AdvisorBerkeley, California$3,399.07–$14,000 / yearTo make our vision real, we look for Service professionals who think differently and strive to provide 100% customer satisfaction – utilizing the latest technologies to find the perfect solutions for our guests. Establish and maintain strong positive working relationships and loyalty with customers to encourage repeat and referral business allowing for long-term clientele.
Strategic Advisor Food Impact PartnersStrategic AdvisorSan Francisco, CaliforniaThe advisor will act as a trusted thought partner to the executive team, helping validate commercialization strategy, navigate complex value chains, and open doors to senior decision-makers at relevant partners and brands. This is a newly created advisory role designed to bring deep market context, strategic clarity, and high-quality industry connectivity to priority markets, particularly nutrition and chocolate/confectionery.
Technical Advisor Specialist (Part-Time Internship) Scale AITechnical Advisor Specialist (Part-Time Internship)San Francisco, CARemoteOur 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. The Scale AI Technical Advisor Specialist (Part-Time Internship) role is a summer semester opportunity designed for university students, ideally with experience in competitive coding, mathematics, and STEM disciplines.
Citi Wealth - Lending Advisor, West Coast Lead Citigroup Inc.Citi Wealth - Lending Advisor, West Coast LeadSan Francisco, CA$250,000–$500,000 / yearExperience with assessing and structuring loans secured by a variety of asset classes including complex marketable securities loans and less liquid financial assets, commercial real estate to more bespoke personal assets such as aviation, fine art and collectibles. Lending Advisors provide advice across a variety of asset classes ranging from complex marketable securities loans and less liquid financial assets, commercial real estate to more bespoke personal assets such as aviation, fine art and collectibles.
Client Advisor Stifel Financial CorpClient AdvisorSan Francisco, CA1919 Investment Counsel has a team of portfolio managers, research analysts and client service professionals that work together to construct investment portfolios that are tailored to each client's specific needs and objectives and to deliver tailored solutions that preserve, build and manage wealth for 1919 Investment Counsel's clients. Comprehensive knowledge of wealth management industry products and services.• Ability to distill financial planning and investment strategies into an effective client presentation.•
Financial Advisor San Francisco Federal Credit UnionFinancial AdvisorSan Francisco, CAWith an "A" health rating and solid year-over-year growth, San Francisco Federal's (SFF) membership is now over 43,000 with assets surpassing $1.3 billion and branches located in San Francisco, San Mateo, Alameda, and Contra Costa Counties. Expand your community presence by developing relationships with local centers of influence and hosting financial education seminars, workshops, and branch events that empower members and attract new business.
Practice Innovation Advisor Kirkland & Ellis LLPPractice Innovation AdvisorSan Francisco, CA$153,000–$211,000 / yearUnderstand and address potential risks of emerging technology, working closely with Innovation Enablement and Responsible AI personnel to ethically and effectively deploy new legal technology. Engage with practice group leadership and Knowledge Management attorneys, supporting strategic initiatives and becoming the face of Innovation efforts at practice group meetings and training sessions.
Senior Home Lending Advisor - Walnut CA JPMorgan Chase Bank, N.A.Senior Home Lending Advisor - Walnut CAWalnut, CAFull timeJob Profile: Join our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Senior Home Lending Advisor - San Francisco, CA JPMorgan Chase Bank, N.A.Senior Home Lending Advisor - San Francisco, CASan Francisco, CAFull timeJoin our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.
Sr. Sales Advisor - Innovation Banking First Citizens BankSr. Sales Advisor - Innovation BankingSan Francisco, California$38.90–$52.34 / hourFull timeThis hire will help with pre-engagement prospect research, content creation, prospect prioritization, help support ongoing relationship building with prospects, help support the team with pre and post event support, and drive further efficiency to the team’s go-to-market. First Citizens offers an array of general banking services including a network of more than 550 branches in 23 states and commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast.
Marketing Advisor CompassMarketing AdvisorSan Francisco, CA$65,000–$75,000 / yearCreate strategic marketing plans in tandem with the Compass platform that will allow our customers to maximize the effectiveness of their budgets against tactics that will work toward achieving their marketing goals and grow their business; this includes branding, print advertising, digital, social, direct mail, video, paid media, etc. Liaise between the company's design team and agents to communicate and coordinate the delivery of larger projects and all associated materials (photography, copywriting, overall content development, etc), while establishing cohesion between the Compass brand and the marketing/advertising deliverables of our agents.
NewResidential Energy Specialist | Senior Sales Advisor | San Francisco DcbelResidential Energy Specialist | Senior Sales Advisor | San FranciscoSan Francisco, CAOur flagship product, the Ara Home Energy Station, is a wall mounted device that gives everyone ownership over their energy supply by using solar power to charge their EV and home, unlocking their EV's battery for backup power (V2H), and optimizing the energy flow between their solar panels, EVs, backup battery and the grid. dcbel at the leading edge of the residential energy revolution, enabling decentralized energy consumption and production through its vertically integrated suite of energy hardware and software products, and their supporting infrastructure.