Senior 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.
Financial 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.
Lead Technician, Facility Services, Exterior Services - US Walmart IncLead Technician, Facility Services, Exterior Services - USMilpitas, CA$30–$59 / hourLead Technician, Facility Services, Exterior Services Job Overview At Walmart, we''re seeking a dedicated Lead Technician, Facility Services, Exterior Services to join our team. Your expertise in commercial landscape management and exterior building/grounds maintenance will be instrumental in maintaining our exterior spaces, fostering a safe and clean environment for our valued customers.
Financial Advisor Golden Summit Wealth & Insurance Solutions a MassMutual FirmFinancial AdvisorSan Jose, CA$90,000–$150,000 / yearAt Golden Summit Wealth, you can continue developing your own practice while gaining access to mentorship, joint work, planning resources, in-house specialists, and a collaborative advisor community. Golden Summit Wealth & Insurance Solutions is looking for financial advisors, insurance advisors, financial representatives, and licensed professionals with at least one year of industry experience.
Investment Executive (Financial Advisor) Northern, CA - East Bay Fifth Third BankInvestment Executive (Financial Advisor) Northern, CA - East BaySan Ramon, CAConduct 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. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.
Lead Financial Advisor - Pleasanton, CA Advisor Talent SolutionsLead Financial Advisor - Pleasanton, CAPleasanton, CaliforniaIf you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service; always putting clients first.
New(USA) Technician, Facility Services, Exterior Services Walmart Inc(USA) Technician, Facility Services, Exterior ServicesMilpitas, CA$25–$46 / hourAs a Landscape Technician at our local retail store, you'll play a pivotal role in overseeing landscape projects and collaborating within a dedicated team to maintain the grounds year-round. Other benefits include short-term and long-term disability, company discounts, Military Leave Pay, adoption and surrogacy expense reimbursement, and more.
Senior Private Client Banker - JPM Financial Center San Antonio Center - Mountain View, CA JPMorgan Chase & CoSenior Private Client Banker - JPM Financial Center San Antonio Center - Mountain View, CAMountain View, CAWork closely with Specialists, including Private Client Advisors, Financial Planners, Home Lending Advisors, and Business Relationship Managers, to link clients with experts who can address their unique financial needs. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.
(USA) Technician, Facility Services, Exterior Services Walmart(USA) Technician, Facility Services, Exterior ServicesMilpitas, CaliforniaAs a Landscape Technician at our local retail store, you'll play a pivotal role in overseeing landscape projects and collaborating within a dedicated team to maintain the grounds year-round. Experience using intermediate level functionality of word processing, spreadsheet, email, and presentation software (for example, Word, Excel, Outlook, PowerPoint).,
Financial Advisor Northwestern MutualFinancial AdvisorCampbell, California$61,000–$250,000 / yearFull timeNorthwestern 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.
Associate Financial Advisor (Remote) RIA RecruitingAssociate Financial Advisor (Remote)Los Gatos, CARemote$120,000–$150,000 / yearASL Financial, LLC is a boutique financial planning, tax, and investment advisory practice serving individuals, families, business owners, ERISA plans, divorce clients, and high-net-worth clients with complex planning needs. Depending on the candidate's background, this role could emphasize financial planning, tax planning and preparation, divorce financial analysis, investment operations, client service, or brokerage/advisory account support.
Associate Financial Advisor RIA RecruitingAssociate Financial AdvisorLos Gatos, CA$90,000–$120,000ASL Financial, LLC is a boutique financial planning, tax, and investment advisory practice serving individuals, families, business owners, ERISA plans, divorce clients, and high-net-worth clients with complex planning needs. Depending on the candidate's background, this role could emphasize financial planning, tax planning and preparation, divorce financial analysis, investment operations, client service, or brokerage/advisory account support.
Personal Financial Advisor Sales MatchPersonal Financial AdvisorSan Jose, CaliforniaRemoteIf you are passionate about personal finance and enjoy helping clients plan for their future, this is a great opportunity for you to work remotely and make a meaningful impact. In this role, you will provide individualized financial advice to clients, helping them manage their personal finances and achieve their financial goals.
Clinical Services Manager I – Nursing for Perioperative Services (Open and Promotional) County of San MateoClinical Services Manager I – Nursing for Perioperative Services (Open and Promotional)San Mateo, CASan Mateo Medical Center is seeking a professional, goal-oriented Clinical Services Manager I to lead and oversee Perioperative Services, including the Operating Room (OR), Pre/Post-Anesthesia Care Units, Endoscopy, Sterile Processing Department (SPD), and Perioperative Scheduling. This role manages a large, complex span of control across multiple service lines and requires the ability to balance high-volume operations, competing priorities, and diverse clinical environments.
NewTikTok Ads Financial Crime Compliance Advisor - Global Payment TikTok IncTikTok Ads Financial Crime Compliance Advisor - Global PaymentSan Jose, CAYou will be responsible for proactively identifying risks associated with new and existing products or services, enhancing the TikTok Ads control framework by designing effective controls, and embedding financial crimes compliance into the product lifecycle. About the Team: We are seeking an experienced FCC Advisory professional to join the Global Payments Financial Crimes Compliance (FCC) team in support of our fintech operations tailored to support our dynamic TikTok Ads platform environment.
VP Financial Advisor Wealth Enhancement Group AcquisitionVP Financial AdvisorSouth San Francisco, CA$164,000–$250,000 / yearActual compensation within this range will depend on your qualifications, skills, and credentials, educational and professional experience and actual compensation will depend on your productivity and sales numbers and can be below or exceed the range. OSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems.
NewPersonal Financial Counselor; Moffett Federal Airfield, CA Magellan Health ServicesPersonal Financial Counselor; Moffett Federal Airfield, CAMountain View, CAServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Student Services Specialist 2 Stanford UniversityStudent Services Specialist 2Stanford, CARemote$94,998–$98,000 / yearWe are looking for a team member who consistently provides excellent customer service in a fast-paced environment, is skilled at acquiring and disseminating new information to assist others, and routinely supports their clients and colleagues with attention to detail, accurate analysis, and a flexible mindset. ADVISE AND ASSIST STUDENTS, ALUMNI, FACULTY AND UNIVERSITY STAFF Provide advice to students on a range of issues, including, but not limited to, academic progress, academic program policies, financial policies, etc., in order to guide them in making appropriate choices and decisions.
Enrollment Services Associate San Joaquin Valley College, Inc.Enrollment Services AssociateSan Jose, CA$30–$33 / hourPart timeThe Enrollment Services Associate will promptly schedule and conduct interviews with prospective students, providing complete and accurate information regarding educational programs, expected outcomes, student services, and financial considerations while determining the appropriateness of candidates for enrollment. Conducts a high volume of outbound telephone calls and interviews with prospective students, providing complete and accurate information regarding educational programs, expected outcomes, student services, and financial considerations while determining the appropriateness of candidates for enrollment.
Financial Solutions Advisor- Saratoga, Santa Cruz, Monterey Areas Bank of America CorpFinancial Solutions Advisor- Saratoga, Santa Cruz, Monterey AreasCapitola, 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- Saratoga, Santa Cruz, Monterey Areas Capitola, California; Salinas, California; Salinas, California; San Jose, California; Saratoga, California; San Jose, California; Morgan Hill, California; Santa Cruz, California; Scotts Valley, California; Aptos, California; Carmel, California; Los Gatos, California; Monterey, California; San Jose, California; Salinas, California; Watsonville, California; Gilroy, California; Hollister, California Additional locations Apply × To proceed with your application, you must be at least 18 years of age.