Financial Advisor San Francisco Federal Credit UnionFinancial AdvisorSan Francisco, CAWith an "A" health rating and solid year-over-year growth, San Francisco Federal's (SFF) membership is now over 43,000 with assets surpassing $1.3 billion and branches located in San Francisco, San Mateo, Alameda, and Contra Costa Counties. Expand your community presence by developing relationships with local centers of influence and hosting financial education seminars, workshops, and branch events that empower members and attract new business.
AI Innovation Advisor Kirkland & Ellis LLPAI Innovation AdvisorSan Francisco, CA$153,000–$191,000 / yearDesign and execute testing protocols, including prompt engineering, output benchmarking, and iterative attorney-driven refinement, while maintaining structured decision logs that capture each workflow's task requirements, prompt logic, validation criteria, failure modes, and platform constraints with sufficient specificity to reconstruct workflows on future infrastructure. Embed within litigation and transactional practice groups to document current-state workflows with sufficient specificity to drive enhanced design translating attorney tasks and needs into scoped requirements and flagging opportunities to leverage existing builds or address known failure points.
NewAffluent Wealth Advisor First Citizens BankAffluent Wealth AdvisorMenlo Park, California$106,000–$150,000 / yearFull timeQualifications: Bachelor's Degree and 2 years of experience in Financial Services relationship management, banking, Private Banking or Wealth Management OR High School Diploma or GED and 6 years of experience in Financial Services relationship management, banking, Private Banking or Wealth Management. License or Certification Type: Valid Series 7, 63 and 65 or 66 licenses Required, Valid state insurance licenses RequiredSkill(s): Client Relationship Management, Structured Sales Process, Knowledge of Banking and Securities Products and Services, Financial Planning, Credit Underwriting, Business Development.
Client Advisor - Energy & Power Marsh & McLennan Companies, Inc.Client Advisor - Energy & PowerSan Francisco, CA$92,500–$197,100 / yearIn this Client Advisor role, you will develop an understanding of the clients' business strategic priorities, risk strategies and risk management needs to help provide knowledge and advice to complex clients. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.
Svp, Actuarial Advisor Marsh & McLennan Companies, Inc.Svp, Actuarial AdvisorSan Francisco, CAAs a senior leader, you will engage directly with clients to discuss risks, concerns, and potential solutions, leveraging your expertise and broad reinsurance market knowledge-even in the absence of a full actuarial data review. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.
SVP, Actuarial Advisor Marsh & McLennan Companies IncSVP, Actuarial AdvisorSan Francisco, CAAs a senior leader, you will engage directly with clients to discuss risks, concerns, and potential solutions, leveraging your expertise and broad reinsurance market knowledge-even in the absence of a full actuarial data review. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law.
Wealth Management Advisor - San Francisco, CA TIAAWealth Management Advisor - San Francisco, CASan Francisco, CaliforniaRelated SkillsBusiness Development, Client Relationship Management, Collaboration, Consultative Communication, Continuous Improvement Mindset, Practice Management Strategy, Prioritizes Effectively, Retirement Planning Selling, Sales, TIAA Products/Services Acumen, Wealth Due Diligence, Wealth Management Anticipated Posting End Date: TIAA offers an industry-leading benefits package including a top-tier retirement plan, tuition reimbursement, hybrid-flex work arrangements, and robust professional development resources — because taking care of our people is just as important as taking care of our clients.
PWM Private Wealth Advisor U.S. BancorpPWM Private Wealth AdvisorWalnut Creek, CA$170,255–$200,300 / yearIn addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management.
Relationship Advisor Northern TrustRelationship AdvisorSan Francisco, CA$131,675–$223,905 / 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. Exhibits clear knowledge of fiduciary duties, applicable laws and oversight, including trust and tax law, estate planning techniques, financial planning, asset management and prudent investment principles.
Associate Wealth Advisor CorientAssociate Wealth AdvisorMenlo Park, California$100,800–$162,400 / yearCorient participates in E-Verify and will provide the federal government with your Form I-9 information to confirm that you are authorized to work in the U.S. If E-Verify cannot confirm that you are authorized to work, this employer is required to give you written instructions and an opportunity to contact Department of Homeland Security (DHS) or Social Security Administration (SSA) so you can begin to resolve the issue before the employer can take any action against you, including terminating your employment. We combine a boutique’s personal service, creativity and objective advice with the extensive resources and vast intellectual capital of an innovative industry leader to create a profoundly different wealth management experience for our clients.
Sr. Relationship Advisor Northern Trust CorpSr. Relationship AdvisorMenlo Park, CA$189,290–$331,200 / yearAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions. Manages assigned account base of sophisticated wealth management clients by working with client service team, clients and their professional advisors to develop a thorough understanding of the client's needs and goals.
Financial Advisor with Healthcare Background Walnut Creek - Northwestern MutualFinancial Advisor with Healthcare BackgroundWalnut Creek, CAFull timePrior Experience: First starting as an intern at Northwestern Mutual, then after graduating went into elementary school teaching, then moved into corporate sales, where she developed strong client relationship and communication skills, and then ultimately moved back into the finance space where she is on an ensemble team with her father and brother. Build Direct Client Relationships: Professionals from healthcare—whether it's pharma, medical sales, or clinical roles—are drawn to financial services because it allows them to work directly with clients, offering personalized advice rather than working through intermediaries.
Senior Advisor Programs Manager AssetMark Financial HoldingsSenior Advisor Programs ManagerConcord, CaliforniaOwn content creation, working with the Director of Business Consulting, Director of Advisor Marketing, and the Business Consultant, delivering the programs to advisors, managing requirements for the program from beginning to end. Superior oral and written communication skills; strong sense of emotional intelligence with the ability to work effectively with people at all levels of the organization to create buy-in and a sense of teamwork.
Associate Wealth Advisor Earned Wealth Advisors, LLC.Associate Wealth AdvisorWalnut Creek, CA$80,000–$100,000 / yearAssist the advisory team as they meet with clients, understand our client's overall financial needs, identify value-added services that our advisory team can provide, help develop clients' financial plans, implement proposed strategies across investing, tax, estate, insurance, debt/cash management, and career advisory that optimize the wealth potential of physicians, and provide ongoing account reviews. The ideal candidate will desire to work in a team-oriented, tech-forward, comprehensive wealth management practice; will be involved in all aspects of the business, learning and shaping the way we care for our clients; and will gain valuable experience in developing a career in fast-paced, innovative wealth management business that is disrupting incumbents.
NewSr. Portfolio Advisor, Global Family Office Group Northern Trust CorpSr. Portfolio Advisor, Global Family Office GroupSan Francisco, CA$164,600–$225,000 / 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. Analyze and plan the overall investment strategy with continuous revision as goals and objectives change and in the context of client needs, working closely and proactively with the broader client service team to identify and execute on various investment-related responsibilities.
Loan Sales Specialist OneMain (Formerly Springleaf & OneMain Financials).Loan Sales SpecialistGlen Burnie, MD$18–$22 / hourSales, Collections, Retail, Loan Sales, Customer Service, Customer Care, Business Development, New Grad, Newly Graduated, Entry level, Financial Sales, Management Development, Management Trainee, Finance, Full-time, Career, Benefits, Customer experience, Financial Representative, Credit, Leadership, Manager Trainee. In our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets.
Regional Director / Office Leader - Architecture & Design Ware MalcombRegional Director / Office Leader - Architecture & DesignWashington, DCEstablished in 1972, Ware Malcomb is a dynamic, forward-thinking commercial real estate design firm providing professional architecture, interior design, civil engineering, branding, building measurement, structural engineering and MEP engineering services to clients throughout the world. The firm is also ranked among the top 10 Architecture/Engineering firms in Engineering News-Record's Top 500 Design Firms and the Top 30 Interior Design Firms in Interior Design magazine's Top 100 Giants.
Tools Product Development Manager United RentalsTools Product Development ManagerSterling, Virginia$86,940–$130,415 / yearWork closely with Strategic Account Managers, Government Account Managers, National Account Managers and local Sales Representatives, to provide their larger customers Tools & Industrial Solutions custom solutions, services and knowledge expertise. You will be a subject matter expert resource for Tools & Industrial Solutions and provide consultative selling, training for internal customers and sales project support to customers for new and existing product lines.
Branch Manager OneMain (Formerly Springleaf & OneMain Financials).Branch ManagerManassas, VAIn our more than 1,300 community branches and across the U.S., team members help millions of customers solve critical financial needs, including debt consolidation, home and auto repairs, medical procedures and extending household budgets. Sales, Retail, Loan Sales, Customer Service, Customer Care, Business Development, Financial Sales, Management Development, Finance, Full-time, Career, Benefits, Customer Experience, Financial Representative, Credit, Leadership.
Magnetic Resonance Sales Consultant - Radiology - Baltimore, MD Bayer AGMagnetic Resonance Sales Consultant - Radiology - Baltimore, MDMaryland, MD$95,680–$143,520 / yearThe Magnetic Resonance Sales Consultant (MRSC) is responsible for driving revenue growth and expanding market share for Bayer's magnetic resonance (MR) portfolio, which includes contrast agents, injectors, and related software solutions. The consultant builds and maintains strong partnerships with radiologists, technologists, pharmacists, IT professionals, and health system decision-makers, positioning Bayer as a trusted leader in Magnetic Resonance imaging.