Financial Solutions Advisor Registration Candidate - Greater Oakland Market Bank of AmericaFinancial Solutions Advisor Registration Candidate - Greater Oakland MarketBerkeley, CaliforniaOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
Financial Solutions Advisor Registration Candidate- Saratoga-Monterey Market Bank of AmericaFinancial Solutions Advisor Registration Candidate- Saratoga-Monterey MarketSan Jose, CaliforniaOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.
NewFinancial Solutions Advisor Registration Candidate- Peninsula Market Bank of AmericaFinancial Solutions Advisor Registration Candidate- Peninsula MarketSan Francisco, CaliforniaUS - CA - Belmont - 2031 Ralston Ave - BELMONT BC (CA5149), US - CA - Daly City - 391 Gellert Blvd - SERRAMONTE PLAZA BC (CA5150), US - CA - Foster City - 909 E Hillsdale Blvd - FOSTER CITY BC (CA5157), US - CA - San Francisco - 1007 Taraval St - PARKSIDE BC (CA5114), US - CA - San Francisco - 245 Winston Dr - STONESTOWN BC (CA5110), US - CA - San Francisco - 288 W Portal Ave - WEST PORTAL BC (CA5134). Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients.
Executive Advisor Contractor: 6-9 years (Advanced) Artech LLCExecutive Advisor Contractor: 6-9 years (Advanced)San Jose, CA$1–$70 / hourThe role will focus on: • Deal sourcing / pipeline: Track inorganic opportunities, screen inbound CIMs, and prioritize against strategic focus areas, primarily cloud-native SaaS, AI/ML tooling, and vertical software. Seeking an experienced Corporate Development Manager or Senior Manager to support the Client’s Corporate Development team across the full M&A lifecycle.
Automotive Parts Advisor Toyota SunnyvaleAutomotive Parts AdvisorSunnyvale, CA$17.95–$35 / hourWorking Conditions: The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job in an automotive shop. Qualifications: High school diploma or general education degree (GED); or one to three months related experience and/or training; or equivalent combination of education and experience.
Financial Advisor - San Francisco Federal Credit Union LPL FinancialFinancial Advisor - San Francisco Federal Credit UnionSan Francisco, CaliforniaYou’ll partner closely with branch teams and community centers of influence to grow your book of business, deepen relationships, and deliver tailored financial solutions that support every stage of our members’ lives. As a Financial Advisor with San Francisco Federal Credit Union , you’ll be the trusted face of investment and insurance solutions within our branches—helping members make confident, values-based financial decisions.
Wellness Advisor (Sales) YogaSix - Northern CaliforniaWellness Advisor (Sales)Mountain View, CASuccessful Wellness Advisors develop a broad and marketable skill set through their time in this role that are transferable throughout the boutique fitness space, as well as many industries outside of the fitness industry. DUTIES : ● New Member Acquisition and Retention: A successful studio depends on supporting prospective students through the following life cycle: Booking Appointments.
Tax Advisor Heffernan FinancialTax AdvisorWalnut Creek, California$100,000–$140,000 / yearThe Tax Advisor will play a vital role in supporting the financial well-being of our employees and clients by providing accurate, timely, and strategic tax guidance. We’re proud of our strong commitment to philanthropy and giving back, and we support our employees with a comprehensive benefits package designed to promote well-being, growth, and long-term success.
Financial 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).
NewAssociate Financial Advisor (Foster City) SummitryAssociate Financial Advisor (Foster City)Foster City, CA$85,000–$115,000 / yearThe Associate Financial Advisor (AFA) is a client-facing advisor-in-training role responsible for managing and growing relationships, while building the technical and advisory skills required to become a Financial Advisor. Join an innovative and collaborative team dedicated to becoming the most admirable advisory firm, helping families thrive amid the unique opportunities and challenges of life in the Bay Area.
NewSenior Financial Advisor (Foster City) SummitrySenior Financial Advisor (Foster City)Foster City, CA$150,000–$225,000 / yearAdvisors maintain a focused client base (typically fewer than 100 households) and manage an established book of client relationships while contributing to organic growth through client referrals, COI relationships, and partnership with the firm’s Business Development team. The Senior Financial Advisor (SFA) serves as the primary relationship owner for high-net-worth clients, delivering comprehensive financial planning and investment guidance.
Financial Advisor Northwestern MutualFinancial AdvisorCampbell, California$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Affluent 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.
Academic Advisor (9 Positions) CSU CareersAcademic Advisor (9 Positions)San José, CaliforniaPursuant to the Jeanne Clery Disclosure of Campus Security Policy and Campus Crime Statistics Act, the Annual Security Report (ASR) is also now available for viewing at https://www.sjsu.edu/clery/docs/SJSU-Annual-Security-Report.pdf. Education Code 89521 Requirements: Applicants will be required to disclose whether they have received a final administrative decision or final judicial decision determining that they have committed sexual harassment within the last 7 years only after a determination is made that they meet the minimum qualifications for the position, and before an offer of employment is extended.
Athletic Academic Advisor (2 Positions) CSU CareersAthletic Academic Advisor (2 Positions)San José, CaliforniaTake a lead role in designing and implementing programming efforts and materials to support students’ transition to SJSU, with the goal of enhancing skills and behaviors that facilitate academic success (e.g., time management, study skills, effective communication with instructors, growth mindset, student panel). The coach also supports students in helping them understand California State University (CSU) and San José State University (SJSU) requirements relating to their degree requirements and Mountain West Athletic Conference and National Collegiate Athletic Association (NCAA) athletic requirements.
Senior Academic Advisor - Students in Transition (2 positions) CSU CareersSenior Academic Advisor - Students in Transition (2 positions)San José, CaliforniaUnder the limited supervision of the Managing Director for the Exploratory Student Success Center, the Senior Academic Advisor - Students in Transition supports the enrollment, retention, and graduation of former students returning to San José State University. The incumbent develops and delivers programming, workshops, and materials designed to promote academic success and belonging, while also employing data-driven case management strategies to track student progress and implement timely interventions.
NewCredit Solutions Advisor - Millbrae Bank of America CorpCredit Solutions Advisor - MillbraeMillbrae, CA$26–$30.83 / hourDesired Qualifications:•Experience in a loan origination role in a retail environment and knowledge of Mortgage Products (Conventional, Jumbo and HELOC, Government)•Knowledge of credit and home lending requirements•Experience working in a financial center where goals were met or exceeded.•Knowledge in analyzing and comprehending complex financial data and providing financial alternatives.•Knowledge of banking products and services.•Solid time management skills and the ability to organize, prioritize and perform multiple tasks simultaneously.•Experience in a loan origination role in a retail environment and knowledge of•Structuring, Processing, underwriting and closing procedures•Federal regulations governing real estate lending•FHA and HUD guidelines•Other Lending Products (Credit Card, Vehicle Loans)•Strong computer skills including MS applications and previous experience utilizing laptop technology. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates' physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Private Client Advisor II- Executive Coverage Bank of AmericaPrivate Client Advisor II- Executive CoverageSan Francisco, New YorkUS - CA - Los Angeles - 333 S HOPE ST - BANK OF AMERICA PLAZA (CA9193), US - CA - San Francisco - 555 California St - Bofa Center - 555 California (CA5705), US - IL - Chicago - 110 N Wacker Dr - Bank Of America Tower Chicago (IL4110), US - MA - Boston - 100 Federal St - 100 Federal St Lp (MA5100), US - NJ - Pennington - 1400 American Blvd - Hopewell Bldg 4 (NJ2140), US - NY - New York - ONE BRYANT PARK - BANK OF AMERICA TOWER (NY1100). Job expectations include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and Bank of America capabilities and services, to meet specific client needs.
Credit Solutions Advisor - Serramonte Plaza Bank of AmericaCredit Solutions Advisor - Serramonte PlazaDaly City, CaliforniaMinimum of 2 years of mortgage origination experience, or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships, and/or self-source business combined with a proven record in consultative sales and delivering tailored financial solutions. Presents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messaging.
Credit Solutions Advisor - Antioch - Bilingual Spanish Required Bank of AmericaCredit Solutions Advisor - Antioch - Bilingual Spanish RequiredAntioch, CaliforniaMinimum of 2 years of mortgage origination experience, or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships, and/or self-source business combined with a proven record in consultative sales and delivering tailored financial solutions. Presents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messaging.