Contact Center Advisor (Hybrid Remote) MONTERRA CREDIT UNIONContact Center Advisor (Hybrid Remote)Redwood City, CARemote$24–$28 / hourProvides service that aligns with the Credit Union’s mission of passionately delivering relevant products, services, and education tailored to help our members, employees, and communities achieve their financial goals. Provides assistance to new and existing members with regard to all Credit Union products and services (includes all lending products and investment opportunities available).
NewTax Advisor JobotTax AdvisorSan Francisco, CARemote$110,000–$145,000 / yearA fast-growing, 100% remote CPA firm specializing in real estate is seeking an experienced Senior Tax Advisor to lead tax planning and advisory services for real estate investors and small business owners. This is a highly client-facing role for a seasoned tax professional who enjoys guiding clients through complex issues, providing technical leadership, and mentoring less-experienced staff - all within a modern, autonomous, virtual environment.
NewDirector, Product Management VisaDirector, Product ManagementFoster City, CARole Overview: Director of Product – Tools and Services: Visa Developer has experienced tremendous growth over the past six years, evolving into a comprehensive ecosystem of platforms, products, tools, and services that enable clients to build, test, integrate, and scale innovative payment experiences. This leader will be responsible for driving product innovation, establishing a cohesive product integration architecture across the Client Platforms portfolio, and ensuring clients can efficiently onboard, develop, test, and scale solutions across Visa's products and services.
Senior Investment Advisor Arta FinanceSenior Investment AdvisorMountain View, California$110,000–$180,000 / yearOur offers are based on salary bands that are updated periodically using market benchmarks and consider geographic location as well (for example, higher cost regions like San Francisco or New York). At Arta Finance, we are product builders, machine learning researchers, finance professionals, and business leaders determined to create a better way to manage our financial lives.
Commercial Real Estate Investment Advisor NAI Northern CaliforniaCommercial Real Estate Investment AdvisorSan Francisco, CaliforniaFull timeAs partners with NAI Global, one of the largest commercial real estate service providers worldwide, NAI professionals work together with our global management team to help our clients strategically optimize their real estate assets. Recognized as one of the Top 25 Commercial Real Estate Firms by the East Bay and San Francisco Business Times, NAI Northern California’s commitment to the Bay Area is long-term and dedicated to delivering the best results for our clients.
Investment Executive (Financial Advisor) Northern, CA - East Bay Fifth Third BancorpInvestment Executive (Financial Advisor) Northern, CA - East BaySan Leandro, 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.
Investment Banking Advisor - Fully Remote MercorInvestment Banking Advisor - Fully RemoteSan Francisco, CaliforniaRemote$100–$150 / hourFor details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome. Specialization in a core finance discipline such as corporate finance, investment banking, or quantitative finance.
Senior Real Estate Investment Sales Advisor NAI Northern CaliforniaSenior Real Estate Investment Sales AdvisorSan Francisco, CaliforniaFull timeRecognized as one of the Top 25 Commercial Real Estate Firms by the East Bay and San Francisco Business Times, NAI Northern California’s commitment to the Bay Area is long-term and dedicated to delivering the best results for our clients. As partners with NAI Global, one of the largest commercial real estate service providers worldwide, NAI professionals work together with our global management team to help our clients strategically optimize their real estate assets.
Senior Product & Regulatory Counsel - Investment Products MercurySenior Product & Regulatory Counsel - Investment ProductsSan Francisco, CAUS employees in New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $219,000 — $273,800 USD US employees outside of New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $197,100 — $246,400 USD Canadian employees (any location): $207,000 — $258,700 CAD You'll advise across the full product life cycle, including everything from supporting new feature development, drafting disclosures, calibrating on content for marketing and customer communications, and advising on operational matters with regulatory impacts.
ASSOCIATE, WEALTH ADVISOR Cresset Capital Management LLCASSOCIATE, WEALTH ADVISORSan Francisco, CA$100,000–$130,000 / yearBuild a strong wealth management acumen with an understanding of Cresset's investment philosophy and ongoing general market outlook, portfolio construction and management, goals-based financial planning, risk management, alongside estate, tax and philanthropic planning considerations. Review and understand estate documents (entity structures, estate plan, wills, beneficiaries, trustees) and tax returns; collaborate with other internal teams (Wealth Planning, Wealth Strategy, Tax) and external providers as needed.
Senior Product & Regulatory Counsel - Investment Products Mercury Technologies IncSenior Product & Regulatory Counsel - Investment ProductsSan Francisco, CA$219,000–$273,800 / yearYou''ll advise across the full product life cycle, including everything from supporting new feature development, drafting disclosures, calibrating on content for marketing and customer communications, and advising on operational matters with regulatory impacts. You''ll also spend a meaningful amount of your time on work that doesn''t look like traditional legal practice: scoping cross-functional projects, pressure-testing product designs, building operational processes alongside compliance and ops partners.
Staff Product Manager- Integrations & Advisor Platform Robinhood Markets IncStaff Product Manager- Integrations & Advisor PlatformMenlo Park, CAGenuinely technical and a proven builder - comfortable as the primary point of contact with external partner engineering teams, able to reason through API design, auth (SSO/SAML/OAuth), and data models, with a track record of shipping developer-facing platform capabilities (documentation, sandboxes, versioning) in a regulated or enterprise B2B environment. Be the primary, outward-facing product owner for our technology-partner ecosystem - leading commercial and technical conversations with PMS/CRM vendors and AI-native advisor tools, scoping statements of work, setting production-access requirements, and representing Robinhood at industry events and with key RIA-industry influencers.
Staff Product Manager- Integrations & Advisor Platform RobinhoodStaff Product Manager- Integrations & Advisor PlatformMenlo Park, CA$191,000–$225,000 / yearGenuinely technical and a proven builder - comfortable as the primary point of contact with external partner engineering teams, able to reason through API design, auth (SSO/SAML/OAuth), and data models, with a track record of shipping developer-facing platform capabilities (documentation, sandboxes, versioning) in a regulated or enterprise B2B environment. Be the primary, outward-facing product owner for our technology-partner ecosystem - leading commercial and technical conversations with PMS/CRM vendors and AI-native advisor tools, scoping statements of work, setting production-access requirements, and representing Robinhood at industry events and with key RIA-industry influencers.
J.P. Morgan Wealth Management - Private Client Investment Associate - Danville, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Danville, CADanville, CAAid 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.
J.P. Morgan Wealth Management - Private Client Investment Associate - Dublin, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - Dublin, CADublin, CAAid 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.
J.P. Morgan Wealth Management - Private Client Investment Associate - San Francisco, CA JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Investment Associate - San Francisco, CASan Francisco, CAAid 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.
Sr Investment Associate Northern TrustSr Investment AssociateSan Francisco, CA$85,330–$145,130 / 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. 2. Sets-up files with account documentation for existing or new clients (i.e., involving automatic payment, pledging securities, address changes, statement addresses, investment guidelines, fees, etc.).
NewRegistered Financial Advisor - San Francisco Human AgencyRegistered Financial Advisor - San FranciscoSan Francisco, CARemoteYou work closely with investment leadership to refine the thesis, translate macro trends into client-facing insights, and ensure the advice you give is grounded in the fund's strategy and performance. 5+ years of experience in financial advisory, wealth management, or a related field where you've advised individuals or families on portfolio construction, risk management, and financial strategy.
Senior Wealth Advisor Beacon Pointe AdvisorsSenior Wealth AdvisorSan Francisco, CAThe role partners closely with high-net-worth individuals and families to develop personalized financial strategies and…" /> Senior Wealth Advisor @ Beacon Pointe Advisors LLC. The role partners closely with high-net-worth individuals and families to develop personalized financial strategies and help clients make the most informed decisions related to their wealth.
J.P. Morgan Wealth Management - Private Client Investment Associate - Danville, CA JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Private Client Investment Associate - Danville, CADanville, 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.