Kforce Inc.Relationship Manager - Wealth Management Kforce Inc.Relationship Manager - Wealth ManagementSan Francisco, CA$130,000–$135,000Active Series 7, 63 and must maintain investment adviser representative (RA) registration, where required, in their place of business state and any other state(s) where the individual maintains a physical place of business; Additional product licenses may be required. 4+ years of business experience in a financial advisor or relationship manager or client engaging related role within financial services with experience communicating directly with clients.
Parkside Financial Bank & TrustNewAVP/Trust & Family Office Financial Advisor Associate Parkside Financial Bank & TrustAVP/Trust & Family Office Financial Advisor AssociateClayton, CAIn 2007, four different, but complementary, professionals gathered to discuss a shared vision-assemble talented thought leaders to establish a financial institution that could breathe new life into business banking and wealth management. They founded Parkside Financial Bank & Trust: an independent financial institution with an integrated way of conducting business, designed specifically to serve the needs of discerning families and privately held businesses.
Vaco LLCNewFund Accounting Manager Vaco LLCFund Accounting ManagerOakland, CA$140,000–$165,000Determining 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.
Visa Technology and Operations LLCSr. Manager, Global Corporate Development Visa Technology and Operations LLCSr. Manager, Global Corporate DevelopmentSan Francisco, CA$169,100–$270,800 / yearVisa’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.
Visa Technology and Operations LLCManager, Global Corporate Development Visa Technology and Operations LLCManager, Global Corporate DevelopmentSan Francisco, CA$146,200–$233,700 / yearVisa’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.
Visa Technology and Operations LLCSenior Manager Visa Technology and Operations LLCSenior ManagerSan Francisco, CA$169,100–$270,800 / yearFinancial 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.
AssetMark, Inc.Senior Investment Specialist, AssetMark Investment Solutions AssetMark, Inc.Senior Investment Specialist, AssetMark Investment SolutionsConcord, CA$175,000–$200,000 / yearTechnical fluency: Working knowledge of private credit, private real estate, private equity, and infrastructure via interval funds and other private evergreen structures; comfort with portfolio construction concepts, addressing illiquidity, and tax considerations. • Be a thought leader for private markets on the platform and in the industry - author blogs, appear on third-party webinars/podcasts, and speak at conferences - to further AssetMark's role as a leader in the private markets and wealth space.
Paulson Investment Company LLCPrivate Equity Investment Sales Associate Paulson Investment Company LLCPrivate Equity Investment Sales AssociateSan Francisco, CAPaulson is seeking to add Private Equity Investment Sales Associates, registered investment advisors, financial sales professionals, and proven producers to provide wealth management services and sell investment banking products to institutions and high net worth individuals. For the right candidates with prior sales or financial industry experience the firm is also looking for junior, mid-level, and senior candidates that we will sponsor for the Series 7, 63, 65, and/or 66 and provide training and partnerships with established Private Equity Investment Sales and Investment Advisory team members.
Beacon Pointe Advisors LLCAssociate Wealth Advisor Beacon Pointe Advisors LLCAssociate Wealth AdvisorPleasant Hill, CAThis 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.
Northwestern MutualFinancial Advisor Northwestern MutualFinancial AdvisorSan Francisco, 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.
CoreTechsSenior Financial Advisor CoreTechsSenior Financial AdvisorSanta Clara, CA$140,000–$200,000 / yearSince our founding in 2022, we have maintained a high-growth trajectory by providing personalized planning and wealth management to three niches: Tech Professionals (Equity/RSU/ISO planning), Small Business Owners, Retirees. Knowledge: Deep experience with at least one of our niches: highly comped tech employees (RSU/ISO/NSO), complex small business planning, or high-touch retirement distribution strategies.
JPMorgan Chase Bank, N.A.Asset Management - Client Advisor - RIA Channel, Northern California JPMorgan Chase Bank, N.A.Asset Management - Client Advisor - RIA Channel, Northern CaliforniaSan Francisco, CAFull timeOur 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.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Redwood City, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Redwood City, CARedwood City, CAJob Responsibilities: • Support Advisors book of business including but not limited to facilitating accurately and timely operational requests such as account opening, money movement and investment trades • 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 • Assist in managing relationship and account reviews, promoting firm services to deepen client relationships; prepare timely and accurate performance reports • Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires • Support business unit operational procedures and compliance requirements (e.g. Required Qualifications, Capabilities, and Skills: • A valid and active Series 7 license is required or may be obtained within a 60 day condition of employment • If you were registered after October 1, 2018 you must also have a valid and active Securities Industry Essential (SIE) exam • A valid and active Series 66 (63/65), and Life and Health Insurance license must be obtained within 60 days of starting in the role as a condition of employment.
KORE1 TechnologiesSr. Business Development Manager / Strategic Partnerships – Fintech, Investment & Institutional Relationships KORE1 TechnologiesSr. Business Development Manager / Strategic Partnerships – Fintech, Investment & Institutional RelationshipsPalo Alto, CA$140,000–$190,000 / yearYou 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.
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 - 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.
JPMorgan Chase Bank, N.A.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 Mateo, CASan Mateo, CAFull timeAid 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.
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 - San Francisco, CASan Francisco, CAFull timeAid 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.
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 Investment Associate - Redwood City, CARedwood City, CAFull timeAid 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.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Walnut Creek, San Ramon, CA and Surrounding areas JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Walnut Creek, San Ramon, CA and Surrounding areasWalnut Creek, CAThis will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP®) certification is preferred Bachelor's degree preferred FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. 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.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Millbrae, CA and Surrounding Areas JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Millbrae, CA and Surrounding AreasSan Bruno, CAThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Union City, CA and Surrounding Areas JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Union City, CA and Surrounding AreasHayward, CAThis will be done with a consistent focus on relationship management, not portfolio management Demonstrate a deep understanding of financial markets and sound business judgement Exhibit unwavering integrity that points toward doing right by clients at every opportunity Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments Provide a holistic view of clients' needs and financial coaching beyond investments Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want Required qualifications, capabilities, and skills At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonstrated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment Preferred qualifications, capabilities, and skills Certified Financial Planning (CFP®) certification is preferred Bachelor's degree preferred FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. 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.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Marin County, CA and Surrounding Areas JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Marin County, CA and Surrounding AreasGreenbrae, CAThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - North San Francisco, CA and Surrounding Areas JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - North San Francisco, CA and Surrounding AreasSan Francisco, CAThis will be done with a consistent focus on relationship management, not portfolio management • Demonstrate a deep understanding of financial markets and sound business judgement • Exhibit unwavering integrity that points toward doing right by clients at every opportunity • Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments • Provide a holistic view of clients' needs and financial coaching beyond investments • Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want. At least 2 years in a Financial Advisor role or equivalent financial services experience Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners Demonated ability and commitment to goals-based planning and advice A valid and active Series 7 A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment.
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 - Menlo Park, CA and Surrounding AreasPalo Alto, 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.
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 - 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.
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 - Millbrae, CA and Surrounding AreasMillbrae, 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.
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 and Surrounding AreasSan 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.
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 - San Francisco, CA (Bilingual Chinese Cantonese/Mandarin)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.
JPMorgan Chase Bank, N.A.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.
Wedbush SecuritiesVice President, Investment Banking Healthcare Wedbush SecuritiesVice President, Investment Banking HealthcareSan Francisco, CA$200,000–$225,000 / yearYou 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.
Edward D Jones & Co LPFinancial Advisor Edward D Jones & Co LPFinancial Advisoralameda, CA$45,000–$100,000 / yearEdward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.
Thrivent Financial for LutheransFinancial Advisor - Greater San Francisco Bay Area Thrivent Financial for LutheransFinancial Advisor - Greater San Francisco Bay Areasan franciscoThrivent 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.
SearchProsNewTreasury Debt and Investments Manager SearchProsTreasury Debt and Investments ManagerMillbrae, CA$75.87–$91 / hourOversees the investment and management of the agencies' long-term investment portfolios, including the development of investment strategies for each, managing external portfolio managers, and following agency investment policies. " Works with Municipal Advisors to oversee the production of official statements for bond offerings and prepares portions of the official statements and closing of bond issues.
StifelNewAccounts Payable Associate - Thomas Weisel Investment Management - Hybrid StifelAccounts Payable Associate - Thomas Weisel Investment Management - HybridSan Francisco, CaliforniaStifel 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.
Abacus Wealth PartnersInvestment Analyst Abacus Wealth PartnersInvestment AnalystSan Carlos, CAFull timeA 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.
LPL Financial Holdings IncFinancial Advisor - San Francisco Federal Credit Union LPL Financial Holdings IncFinancial Advisor - San Francisco Federal Credit Unionsan francisco, CA$80,000–$120,000 / yearThis position will offer:The ability to build a strong client base with the credit union's exceptional referral systemSeveral branch territories with significant deposit base, which includes current members who need an advisor to support their financial goalsThe opportunity to find new clients via the credit union's member baseThe opportunity to create client solutions without proprietary productsThe ability to grow your business with LPL's combination of tools, technology, and supportThe benefit of LPL's experience helping financial institutions grow and maximize their investment programsThe opportunity to capitalize on the credit union's reputation and community standingAs an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:Access to our proprietary technology and a suite of customized servicesAn open architecture platform with access to thousands of investment products from leading third-party product sponsorsResources and expertise across the firm to help you create client solutionsThe freedom to create solutions specific to your client's goalsWhatever your vision of success, we're with you every step of the way.
JPMorgan Chase Bank, N.A.J.P. Morgan Advisors - Senior Client Associate - Palo Alto JPMorgan Chase Bank, N.A.J.P. Morgan Advisors - Senior Client Associate - Palo AltoPalo Alto, CAFull timeProvide 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.
JPMorgan Chase Bank, N.A.J.P. Morgan Advisors - Senior Client Associate - San Francisco, CA JPMorgan Chase Bank, N.A.J.P. Morgan Advisors - Senior Client Associate - San Francisco, CASan Francisco, CAFull timeProvide 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.
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.
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).
(DBA) American Beacon PartnersNewRegional Advisor Consultant, Sales - West Region (Hybrid Wholesaler) (DBA) American Beacon PartnersRegional Advisor Consultant, Sales - West Region (Hybrid Wholesaler)SF, CARemoteThey cultivate relationships and drive sales for financial products like SMAs, mutual funds, private funds, and exchange-traded funds (ETFs) by using a mix of phone and virtual interactions with financial advisors, in addition to in-person meetings. Cross Collaboration: Partner with other wholesalers, including internal sales desk teams and external wholesalers, to create a seamless "one team" experience for advisors and execute sales strategies.
Dimensional Fund AdvisorsRegional Director, Independent Advisors (Remote/In-Territory Eligible) - Northern California Dimensional Fund AdvisorsRegional Director, Independent Advisors (Remote/In-Territory Eligible) - Northern CaliforniaSanta, CARemoteJust as important, the Regional Director must have a strong business development and client service orientation and understand the issues and challenges Advisors face in building a client-centric, fee-based business. • Present Dimensional Fund Advisors investment capabilities, investment theory and performance to Financial Advisors, branch offices, company conferences and industry functions.
Prospect Rock PartnersInvestment Banking Associate 2 Technology M&A Prospect Rock PartnersInvestment Banking Associate 2 Technology M&ASan Francisco, CaliforniaThis 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.
Prospect Rock PartnersInvestment Banking Associate 1/2, Healthcare M&A Prospect Rock PartnersInvestment Banking Associate 1/2, Healthcare M&ASan Francisco, California$185,000–$250,000 / yearWith 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.
Union Square Advisors2026 Experienced Investment Banking Analyst - Full-time Union Square Advisors2026 Experienced Investment Banking Analyst - Full-timeSan FranciscoFull timeThe 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.
Altruist CorpProduct Marketing Manager, Investment Products Altruist CorpProduct Marketing Manager, Investment ProductsSan Francisco, CA$107,000–$153,000 / yearGrowth and lifecycle programs: Partner with Product and Marketing to design and execute prospecting, onboarding, and lifecycle programs across web, email, webinars, and events; continuously experiment to reduce time-to-value and increase adoption. Launch management: Lead end-to-end GTM planning and execution for new features and product initiatives; partner with Design to produce high-quality launch and sales assets; manage stakeholder reviews and approvals.
Vanguard GroupInvestment Data & Analytics Engineer- Vanguard Personalized Indexing Vanguard GroupInvestment Data & Analytics Engineer- Vanguard Personalized IndexingOakland, CA$90,000–$150,000 / yearThis role is ideal for an engineer with strong Python and analytics experience who enjoys working close to investment data enabling research and building scalable solutions on AWS. Our platform manages thousands of investor accounts and evaluates portfolios daily to support tax-loss harvesting customization and investment research workflows.
Burton Enright WelchAdvisor Burton Enright WelchAdvisorWalnut Creek, CA$110,000–$165,000Long-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.
Columbia BankSenior Wealth Advisor Columbia BankSenior Wealth AdvisorWalnut Creek, CAThe 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.
Accenture PlcInvestment Banking Manager Accenture PlcInvestment Banking ManagerSan Francisco, CASynthesize client business and technology needs by evaluating a broad range of solutions, architectures, and operating models, selecting the most appropriate approaches to meet specific client requirements. You'll get to work with an amazing mix of world-class experts with access to the most robust portfolio of capabilities and ecosystem relationships in the industry, all while having unrestricted client access.