137 Results for

Investment Advisor Jobs in Arco, CA

Jobs

New!

Oakland, CA6 days ago

$140,000–$165,000

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors, including but not limited to:The individual’s skill sets, experience, and training; Licensure and certifications; Office location and other geographic considerations; Other business and organizational needs.

New!

San Francisco, CA2 days ago

$169,100–$270,800 Per Year

Financial Rigor: Mastery of venture-specific financial analysis, including cap table modeling, waterfall analysis, and valuation methods appropriate for multiple stages of investment • Education: Bachelor’s Degree and/or Advanced Degree from a top-tier university preferred • Network: An established, warm network within the Tier-1 VC ecosystem (General Partners and Principals) to drive proprietary deal flow. Ecosystem Ownership: Cultivate strong working relationships with key internal and external stakeholders including VC firms and intermediaries to ensure differentiated top of the funnel sourcing ideas and access to competitive investment rounds.

New!

San Francisco, CA2 days ago

$169,100–$270,800 Per Year

Visa’s Global Corporate Development and Mergers and Acquisitions (CDMA) team forms part of the Global function which is collectively responsible for helping shape Visa’s strategy by identifying industry trends, maintaining relationships with relevant external partners, as well as sourcing, negotiating, structuring, and executing strategic acquisitions/investments across all of Visa's geographies and businesses. • Experience working in a demanding environment with highly motivated and driven professionals • Strong work ethic, passion for learning, and professional curiosity with the ability to solve problems with a balance of independence and collaborative input • Proven ability to manage multiple projects simultaneously and work collaboratively across teams.

New!

San Francisco, CA2 days ago

$146,200–$233,700 Per Year

Visa’s Global Corporate Development and Mergers and Acquisitions (CDMA) team forms part of the Global function which is collectively responsible for helping shape Visa’s strategy by identifying industry trends, maintaining relationships with relevant external partners, as well as sourcing, negotiating, structuring, and executing strategic acquisitions/investments across all of Visa's geographies and businesses. 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.

New!

San Francisco, CA2 days ago

$169,100–$270,800 Per Year

Background in payments, financial services, B2B, or platform ecosystems (issuers, acquirers, fintechs, ISVs) • Experience presenting to and building relationships with senior management level audiences, both internally and externally • Demonstrated ability to lead through influence in a matrixed organization without direct authority • Must be self-motivated and comfortable with ambiguity • Preferred experience leading large‑scale, vendor‑executed research programs, including scoping, methodology oversight, synthesis, and executive activation. Insight Validation in Collaboration with Internal Performance Insights – Work closely with the Performance Management Lead to evaluate findings, separate factual indicators from anecdotal observations, and assemble evidence-based narratives regarding factors influencing 2030 targets, outlining the recommended path forward.

Pleasant Hill, CA30+ days ago

This individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals dedicated to servicing sophisticated, high net worth individuals and families. 1 - 2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer.

San Francisco, California22 days ago

$61,000–$250,000 Per Year

Northwestern 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.

San Francisco, CA30+ days ago

Full-time

Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.

New!

Palo Alto, CA1 day ago

$140,000–$190,000 Per Year

You will identify, develop, and manage relationships with family offices, hedge funds, investment firms, RIAs, brokerages, fintech platforms, professional investor networks, and other strategic financial partners that can help accelerate institutional credibility, qualified demos, and high-value user adoption. We are looking for a Senior Business Development Manager, Strategic Partnerships to help build our U.S. market presence through high-trust financial relationships, institutional credibility, and professional investor networks.

San Francisco, CA25 days ago

$200,000–$225,000 Per Year

You have worked on multiple capital markets transactions or M&A deals, preferably within healthcare or life sciences sectors, and possess the technical skills and professional maturity to operate with increasing independence. From breakthrough therapeutics and precision medicine to digital health platforms and medical technology, the convergence of science, data, and patient care is creating extraordinary opportunities for sophisticated financial advisory and capital formation.

San Mateo, CA30+ days ago

Full-time

Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. Using 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.

San Francisco, CA30+ days ago

Full-time

Aid the Advisors by building and maintaining client relationships through processing requests, resolving issues, and providing up-to-date information and assisting the Advisors with ongoing wealth planning for clients and referral source management and new lead generation. 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.

Redwood City, CA30+ days ago

Full-time

San Francisco, CA30+ days ago

Full-time

Using 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.

Palo Alto, CA30+ days ago

Full-time

Corte Madera, CA30+ days ago

Full-time

Millbrae, CA30+ days ago

Full-time

San Francisco, CA30+ days ago

Full-time

San Francisco, CA30+ days ago

Full-time

Union City, CA30+ days ago

Full-time

New!

San Francisco, California2 days ago

Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more. What You'll Be Doing: The Accounts Payable Associate for Thomas Weisel Investment Management is responsible for accounts payable processing, general ledger bookkeeping, expense reimbursements, and other operational tasks for the Office of CEO Administration.

San Carlos, CA27 days ago

Full-time

A background in investment research or a directly related area is key to being successful in this role, as is a quantitative background in financial modeling, and a broad understanding of financial economics, including knowledge of the Efficient Market Hypothesis, the Fama-French model, and material ESG risk factors. We carefully consider the impact our investments have on society and the environment, and work to create change in the financial services industry to build a more diverse and equitable profession and client base.

San Francisco13 days ago

Full-time

The Analyst program at Union Square Advisors offers candidates the unparalleled opportunity to gain deep domain expertise in M&A and capital raising in the technology sector. Analysts will have the opportunity to support teams on live deals through both quantitative and qualitative assignments, along with performing in-depth industry and company-specific research.

San Francisco, California30+ days ago

As a VP or Director, you will serve as an integral leader across all phases of the firm's M&A advisory activities, bridging senior leadership and junior bankers while maintaining direct client contact. Led by senior professionals with deep transactional experience, our client's Consumer Group serves as trusted advisors to investors and company leaders worldwide.

San Francisco, California16 days ago

This is an opportunity to work on marquee transactions across software, data & analytics, and tech-enabled services alongside industry-leading dealmakers in a culture that rewards excellence and merit. 2-4 years of M&A investment banking experience with a focus on technology sectors, including software, data & analytics, and/or tech-enabled services.

San Francisco, California21 days ago

$185,000–$250,000 Per Year

With a distinguished history spanning over 175 years, the firm maintains an entrepreneurial culture and flat organizational structure that empowers professionals to develop direct relationships with C-suite executives and drive meaningful outcomes for clients. The firm maintains a tight-knit community of just over 3,000 employees globally, fostering an environment where professionals eager to learn connect with senior bankers willing to teach.

Foster City, CA8 days ago

$115,000–$150,000 Per Year

Advisors 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).

Foster City, CA9 days ago

$150,000–$225,000 Per Year

Advisors 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.

Palo Alto, CA30+ days ago

Full-time

Provide support across a diverse suite of products and applications including, but not limited to: Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite . Own the client onboarding and account maintenance for new and existing clients by interacting with clients to collect account-specific information, obtain account documents and financials, and provide investment quotes to clients while complying with regulatory and firm policies and procedures.

San Francisco, CA30+ days ago

Full-time

San Francisco, CA30+ days ago

Full-time

San Francisco, CA21 days ago

Full-time

A premier global investment banking and wealth management firm is seeking two high-performing Financial Advisors to join our expanding advisory teams in the San Francisco, New York, Houston, and Chicago markets. We are seeking entrepreneurial professionals with proven success serving high-net-worth individuals and families who are ready to elevate their practice, increase earnings potential, and build long-term enterprise value.

New!

Palo Alto, CA1 day ago

$180,000–$250,000 Per Year

This role will work heavily on professional investor workflows, decision-support systems, portfolio/risk workflows, and ensuring financial product experiences are accurate, trustworthy, and aligned with real-world investing and trading expectations. Experience at Robinhood, Coinbase, Interactive Brokers, Charles Schwab, Fidelity, Wealthfront, Betterment, Bloomberg, Plaid, Stripe, Ramp, Brex, or similar fintech / trading / financial infrastructure companies strongly preferred.

San Mateo, California30+ days ago

This 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.

Walnut Creek, CA30+ days ago

$110,000–$165,000

Long-term, BEW expects the Advisor to progress to a Lead Advisor, which would include leading Firm initiatives, managing Associate Advisors, participating in business development efforts, and taking more of a primary role with BEW’s new and existing relationships. Founded in 1989, Burton Enright Welch (BEW) is an independent, fee-only financial planning and investment management firm in Walnut Creek, CA with over $1 billion in assets under management.

Walnut Creek, CA22 days ago

The Senior Wealth Advisor is expected to consistently maintain and build a book of business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. They also must have the ability to grow and manage a large book of business encompassing business development, financial planning, asset management, pipeline management, and a high-level understanding of most client financial considerations.

San Jose, CA7 days ago

$300,000–$500,000 Per Year

At MassMutual Northern California, experienced advisors can align with a firm that values independence while providing the infrastructure and resources to scale. Location: Pleasanton | Walnut Creek | San Jose | San Mateo | Roseville (Hybrid).

Walnut Creek, CA30+ days ago

$85,000–$110,000

Long-term, BEW expects the Associate Advisor to progress to an Advisor, which would include greater responsibility in leading meetings, acting as a financial planning subject matter expert, and serving as the primary point of contact with clients. Founded in 1989, Burton Enright Welch (BEW) is an independent, fee-only financial planning and investment management firm in Walnut Creek, CA with over $1 billion in assets under management.

San Francisco, CA30+ days ago

Full-time

You will understand the wealth and asset management industries, tax management, custody and/or financial technology and all facets of RIA business management, including growth strategies, investment solutions, technology infrastructure, and operations. Your role will encompass a range of capabilities such as Scaled Tax-Smart implementation and rebalancing, Tax-Smart portfolio transitions, Automated, ongoing tax loss harvesting, Tax-Smart withdrawals, Tax benefit reporting, and representing J.P.

San Francisco, California21 days ago

Remote

The SFA maintains overall responsibility for the assigned territory and the team's "book of business", with the FA focused on sales, client service responsibilities, and teaming with CNB colleagues for smaller Personal & Business Banking (PBB) wealth management opportunities or client relationships. Strong understanding of financial planning and the investment process including familiarity with mapping clients’ investment needs to asset allocation models, structuring client investment portfolios, and portfolio analytics.

New!

San Francisco, CA4 days ago

Remote

$5,000–$7,000

As a RaiseOS Advisor, you’ll leverage your expertise and network to guide clients through the fundraising process while earning competitive compensation for successful outcomes. RaiseOS, powered by Initio Capital, is a modern capital-raising platform designed to help founders and fund managers efficiently close equity rounds.

San Francisco, CA8 days ago

As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab’s approach to investing. SWA’s advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals.

Menlo Park, California18 days ago

$106,000–$150,000 Per Year

New!

San Francisco, CA4 days ago

Remote

$60,000–$150,000

RaiseOS is Initio Capital’s capital formation and fundraising advisory platform designed to help startup founders and fund managers raise equity more efficiently. For advisors, RaiseOS provides paid, qualified opportunities to help founders close funding rounds — without building your own fundraising infrastructure.

New!

San Francisco, CA4 days ago

$120,000–$150,000

Initio Capital is expanding its ecosystem of world-class Advisors — experienced entrepreneurs, operators, and executives who guide early and growth-stage founders toward scalable success. Participate in exclusive Initio Capital events, investor forums, roundtables, and thought-leadership panels — elevating your visibility within a curated community of founders, investors, and ecosystem leaders.

San Francisco, CA30+ days ago

Full-time

Builds, expands, and deepens awareness of SFF and our philanthropic products and services within the Bay Area professional advisor community through multiple forms of communication, including 1:1 intro meetings, firm presentations, sponsorship, and membership opportunities, SFF newsletters, social media posts. This role serves as the lead staff person for the SFF Professional Advisors Council and the Emerging Advisors Network, and plans and executes outreach events and activities for the larger advisor community.

Mountain View, CA11 days ago

$75,000–$200,000

Fish Network is building the infrastructure for the “Neofund” era, enabling emerging managers to launch compliant, on-chain investment clubs (“Fish Schools”) with built-in custody, governance, and capital formation rails. Unlike traditional crowdfunding portals that act purely as matchmakers (often resulting in poor deal quality and high issuer costs), Fish Network introduces structured coordination, expert-led diligence, and on-chain capital deployment.

Walnut Creek, CA9 days ago

Full-time

AAMCO Transmissions & Total Car Care is a global leader in transmission and advanced automotive repair services, and we’re growing rapidly. At AAMCO, we prioritize your development with ongoing training, cutting-edge diagnostic tools, and continued investment in the resources you need to succeed.

San Francisco, CA30+ days ago

Full-time

Your primary focus will be converting leads into client cases by delivering exceptional customer service, providing a premier onboarding experience, and offering world-class advisory services to both new and existing clients. From advising governments on citizenship-by-investment programs to assisting high-net-worth individuals in achieving their global mobility goals, your work will have a direct impact on our clients and the industry.

San Francisco, California30+ days ago

$145,800–$194,400 Per Year

Qualifications: Bachelor's Degree and 6 years of experience in Treasury Management, Liquidity, or Corporate Banking OR High School Diploma or GED and 10 years of experience in Treasury Management, Liquidity, or Corporate Banking. Benefits are an integral part of total rewards and First Citizens Bank is committed to providing a competitive, thoughtfully designed and quality benefits program to meet the needs of our associates.

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Investment Advisor Jobs in Arco, CA

Fund Accounting Manager Vaco LLC

Senior Manager Visa Technology and Operations LLC

Sr. Manager, Global Corporate Development Visa Technology and Operations LLC

Manager, Global Corporate Development Visa Technology and Operations LLC

Senior Manager - Market Intelligence, Global SMB Visa Technology and Operations LLC

Associate Wealth Advisor Beacon Pointe Advisors LLC

Financial Advisor Northwestern Mutual

Asset Management - Client Advisor - RIA Channel, Northern California JPMorgan Chase Bank, N.A.

Sr. Business Development Manager / Strategic Partnerships – Fintech, Investment & Institutional Relationships KORE1 Technologies

Vice President, Investment Banking Healthcare Wedbush Securities

J.P. Morgan Wealth Management - Private Client Investment Associate - San Mateo, CA JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Investment Associate - San Francisco, CA JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Investment Associate - Redwood City, CA JPMorgan Chase Bank, N.A.

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 - Menlo Park, CA and Surrounding Areas JPMorgan Chase Bank, N.A.

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 - Millbrae, CA and Surrounding Areas JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - San Francisco, CA and Surrounding Areas JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - San Francisco, CA (Bilingual Chinese Cantonese/Mandarin) JPMorgan Chase Bank, N.A.

J.P. Morgan Wealth Management - Private Client Advisor - Union City, CA and Surrounding Areas JPMorgan Chase Bank, N.A.

Accounts Payable Associate - Thomas Weisel Investment Management - Hybrid Stifel

Investment Analyst Abacus Wealth Partners

2026 Experienced Investment Banking Analyst - Full-time Union Square Advisors

Investment Banking Vice President Consumer M&A Prospect Rock Partners

Investment Banking Associate 2 Technology M&A Prospect Rock Partners

Investment Banking Associate 1/2, Healthcare M&A Prospect Rock Partners

Financial Advisor Summitry

Senior Financial Advisor Summitry

J.P. Morgan Advisors - Senior Client Associate - Palo Alto JPMorgan Chase Bank, N.A.

J.P. Morgan Advisors - Senior Client Associate - San Francisco, CA JPMorgan Chase Bank, N.A.

U.S. Private Bank - Investment Specialist - Vice President JPMorgan Chase Bank, N.A.

Financial Advisor Valued Merchant Services

Senior Product Manager – B2B Fintech Trading & Investment Platforms (AI Decision Systems) KORE1 Technologies

Financial Advisor II Patelco Credit Union

Advisor Burton Enright Welch

Senior Wealth Advisor Columbia Bank

Senior Financial Advisor — Experienced & Ready for Change Golden Summit Wealth & Insurance Solutions a MassMutual Firm

Associate Advisor Burton Enright Welch

Asset Management - Platform Solutions Client Advisor, West Region - Vice President JPMorgan Chase Bank, N.A.

Financial Advisor City National Bank

Advisor Network Member – Equity Capital Raising Initio Capital

Wealth Advisor, Wealth Advisory Charles Schwab

Affluent Wealth Advisor First Citizens Bank

Capital Raising Advisor (Independent) Initio Capital

Start Up Advisor Initio Capital

Associate Director of Professional Advisor Relations and Philanthropic Planning San Francisco Foundation

Fund Advisor Fish Network

Assistant Service Advisor AAMCO Transmissions and Total Car Care

Private Client Advisor Henley & Partners - The Firm of Global Citizens®

Senior Global Treasury & Payments Advisor- Corporate Banking Tech First Citizens Bank

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