Technical Advisor Specialist (Part-Time Internship) Scale AI, Inc.Technical Advisor Specialist (Part-Time Internship)San Francisco, CARemoteOur products provide the high-quality data and full-stack technologies that power the world's leading models, and help enterprises and governments build, deploy, and oversee AI applications that deliver real impact. The Scale AI Technical Advisor Specialist (Part-Time Internship) role is a summer semester opportunity designed for university students, ideally with experience in competitive coding, mathematics, and STEM disciplines.
Student Advisor Think AcademyStudent AdvisorSan Jose, CaliforniaTheThinkAcademy.com ), is recently established education technology (Ed-Tech) company to provide K-12 extra-curricular learning services through science and technology. At Think Academy, we provide full cycle service to foster local children’s ability to think critically, to strengthen their logic skills, and to help them fulfill their goals through innovative teaching techniques.
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 Advisors - Senior Client Associate - Palo Alto, CA JPMorgan Chase & CoJ.P. Morgan Advisors - Senior Client Associate - Palo Alto, CAPalo Alto, CAProvide 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. Job responsibilities: 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.
Human Resources Advisor T&T SupermarketHuman Resources AdvisorSan Jose, CAThe Human Resources Advisor works in partnership with other Human Resources Centre of Excellence teams and provides professional services and advice to the store management in the areas, including but not limited to talent acquisition, compensation & benefits, employee relations, employee engagement, learning and development, and performance management. Ensure human resources policies are properly understood and adhered to; provide appropriate guidance and interpretation as and when required; contribute to the improvement of employees and management relationship; help building employee morale.
Wealth Management Advisor - Walnut Creek, CA TIAAWealth Management Advisor - Walnut Creek, CAWalnut Creek, CA$100,000–$110,000 / yearSupported with a robust array of resources and solutions, Advisors at TIAA spend their time deepening relationships with an established base of clients and organically growing their practice through referrals to deliver financial solutions that ignite the dreams of the people we exist to serve. Business 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.
Client Advisor Freestone Capital ManagementClient AdvisorSan Francisco, CaliforniaHeadquartered in Washington, with a team of over 120 professionals, we are dedicated to delivering a highly personalized experience that combines intelligent, thoughtful advice with unique investment strategies and comprehensive financial planning. We help our advisors with growth through a number of channels including seeding with existing clients and through our SAN and other channel partners in addition to supporting their organic growth efforts.
J.P. Morgan Advisors - Wealth Planner - San Francisco, CA JPMorgan Chase & CoJ.P. Morgan Advisors - Wealth Planner - San Francisco, CASan Francisco, CAChase 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. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world.
Executive in Residence - Head of Advisor Services Farther Finance Advisors LLCExecutive in Residence - Head of Advisor ServicesCALead Farther's 1H 2027 goal-setting cycle, partnering with team leaders to set ambitious, measurable goals aligned to firm-wide priorities; conduct year-end performance reviews for direct reports. Farther's founders are leaders and innovators from the private wealth industry who possess a unique blend of traditional wealth management, fintech, and technology production expertise.
Senior Manager Revenue Accounting & Advisor II-VI Optical Systems, Inc.Senior Manager Revenue Accounting & AdvisorSanta Clara, CAPartners with cross-functional and cross-regional leadership teams (including Legal, Tax, Sales, and Finance) to evaluate complex revenue streams, profitability drivers, and margin performance, providing strategic insights that influence business decisions and operational outcomes. Partners strategically with Sales, Legal, Operations, and Finance leadership to review and negotiate complex customer and supplier contract terms, providing expert accounting guidance, recommending risk-mitigating revisions, and ensuring alignment with revenue recognition requirements, operational objectives, and broader business strategy.
Part-Time Resales Specialist (Client Advisor) - San Francisco The RealReal, Inc.Part-Time Resales Specialist (Client Advisor) - San FranciscoSan Francisco, CA$21–$25 / hourAs a sustainable company, we give new life to pieces by thousands of brands across numerous categories-including women's and men's fashion, fine jewelry and watches, art, and home-in support of the circular economy. Clienteling & Outreach: Manage and grow a personal "book of business" by performing daily outreach to existing clients, turning one-time shoppers into lifelong loyalists.
J.P. Morgan Wealth Management - Private Client Advisor - Fairfield, CA and Surrounding areas JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - Fairfield, CA and Surrounding areasBerkeley, CAUsing 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.
Industry Executive Advisor - Utilities SAP SEIndustry Executive Advisor - UtilitiesPalo Alto, CAThe Industry Executive Advisor provides industry perspective, strategic solution advice, and thought leadership to support sales cycles and customer co-innovation programs, drive pipeline growth and quality through demand generation strategies, and contribute to building and maintaining SAP's leadership position in the industry and associated industry segments. Help shape the engagement (C to B stage) by advising the sales teams to ensure a right industry message is delivered in deal engagement and execution deliverables like RFP Responses, Business Cases, Product Demos, industry solution architecture, etc.
J.P. Morgan Wealth Management - Private Client Advisor - San Francisco, CA (Financial District and Surrounding Areas) JPMorgan Chase & CoJ.P. Morgan Wealth Management - Private Client Advisor - San Francisco, CA (Financial District and Surrounding Areas)San Francisco, CAUsing 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.
BMW Client Advisor Hendrick Automotive GroupBMW Client AdvisorCAThe position also may also pay a production bonus based on individual or team performance that may range from $0.00 (if baseline benchmarks are not met) without any fixed upper limit. The position may also pay commission compensation which is based on the value or amount of closed sales achieved from $0.00 (if no sales are made) without any upper limit other than sales performance.
Beauty Advisor- Hourglass Saks Global Enterprises LLCBeauty Advisor- HourglassPalo Alto, CA$17–$25.30 / hourUnderstand how to showcase product differently based on if a client is remote or in-person • Utilize selling tools and digital store technology to sell, use omni-channel and fleetwide inventory • Achieve personal sales, client conversion and wardrobing goals • Strategize own business to increase individual productivity through wardrobing, successful outreach and technology usage • Utilize digital tools and social media to connect with clients and guide intentional traffic • Create a positive work environment through collaboration WHAT YOU WILL BRING: • Motivated with an ability to set and achieve sales goal • Experienced with technology and has experience selling to clients using digital tools • Styling, fashion, and fashion retail experience • Commission sales experience • High School Diploma / equivalency required • A flexible work schedule YOUR LIFE AND CAREER AT NEIMAN MARCUS: • Opportunity to work in a dynamic fast paced environment at a company experiencing growth and transformation • Exposure to rewarding career advancement opportunities across the largest multi-brand luxury retailer from retail to distribution, to digital or corporate • Comprehensive benefits package for all eligible full-time employees (including medical, vision and dental) • An amazing employee discount SALARY AND OTHER BENEFITS: Factors which may affect starting pay within this range may include market, experience and other qualifications of the successful candidate. Job Description: WHO WE ARE: Neiman Marcus is a leading luxury retailer that provides a curated product assortment, unparalleled services, and exclusive activations for customers in Pursuit of the Extraordinary.
Private Client Advisor Marsh & McLennan Companies IncPrivate Client AdvisorSan Francisco, CA$52,600–$98,000 / yearWith offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MRSH). As our Client Advisor on the Client Advisory team, you'll be diving into client exposures, loss experiences, and current coverages to recommend the best products and services tailored to their needs.
Selling Advisor - Contemporary Part- Time Saks Global Enterprises LLCSelling Advisor - Contemporary Part- TimePalo Alto, CA$17–$25.30 / hourJob Description: WHO WE ARE: Neiman Marcus is a leading luxury retailer that provides a curated product assortment, unparalleled services, and exclusive activations for customers in Pursuit of the Extraordinary. It is known for creating the Neiman Marcus magic through exceptional customer experiences including the Neiman Marcus Awards, Fantasy Gifts, seasonal campaigns, and "Retail-tainment" initiatives.
Beauty Advisor - La Mer Saks Global Enterprises LLCBeauty Advisor - La MerPalo Alto, CA$17–$25.30 / hourJob Description: WHO WE ARE: Neiman Marcus is a leading luxury retailer that provides a curated product assortment, unparalleled services, and exclusive activations for customers in Pursuit of the Extraordinary. It is known for creating the Neiman Marcus magic through exceptional customer experiences including the Neiman Marcus Awards, Fantasy Gifts, seasonal campaigns, and "Retail-tainment" initiatives.
Beauty Advisor Saks Global Enterprises LLCBeauty AdvisorPalo Alto, CA$17–$25.30 / hourJob Description: WHO WE ARE: Neiman Marcus is a leading luxury retailer that provides a curated product assortment, unparalleled services, and exclusive activations for customers in Pursuit of the Extraordinary. It is known for creating the Neiman Marcus magic through exceptional customer experiences including the Neiman Marcus Awards, Fantasy Gifts, seasonal campaigns, and "Retail-tainment" initiatives.
Private Client Advisor Team Manager Marsh & McLennan Companies IncPrivate Client Advisor Team ManagerSan Francisco, CA$89,500–$166,900 / yearYou'll monitor key performance indicators (KPIs) to deliver solid financial results and develop business plans that set clear goals for referrals, new business, and cross-selling opportunities for Client Advisors. With offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MRSH).
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.
NewWealth Advisor - High-Net-Worth Client Partner EP Wealth AdvisorsWealth Advisor - High-Net-Worth Client PartnerWalnut Creek, CAYou will collaborate with a team of professionals across advisory, portfolio management and operations to prepare client meetings and monitor ongoing service workflows, ensuring regulatory compliance and high-quality client outcomes.#J-18808-Ljbffr. EP Wealth Advisors, Inc. in Walnut Creek, CA is seeking a Wealth Advisor to provide comprehensive service to an assigned client group and to help develop new business from inbound leads.
Beauty Advisor Ulta Beauty, Inc.Beauty AdvisorColma, California$17–$24.50 / hourPart timeEnsure that each guest receives exceptional service by providing a guest-friendly environment, which includes greeting and engaging each guest entering the store, personalizing service to their needs, answering questions about products and services, informing guests about promotions and sales, and recommending complementary Ulta Beauty products and/or services. The Beauty Advisor (BA) is responsible for providing an exceptional experience for all Ulta Beauty guests by engaging each guest to determine their individual needs, conducting cashier tasks, keeping fixtures stocked with merchandise, maintaining overall store cleanliness and completing tasks as assigned.
Prestige Beauty Advisor Ulta Beauty, Inc.Prestige Beauty AdvisorColma, California$17.50–$26 / hourPart timeEnsure that each guest receives exceptional service by providing a guest-friendly environment, which includes greeting and engaging every guest, personalizing service to their needs, recommending complementary products and/or services, and informing guests of current promotions, events, and services within the store. We bring possibilities to life through the power of beauty each and every day in our stores and online with more than 25,000 products from approximately 500 well-established and emerging beauty brands across all categories and price points, including Ulta Beauty’s own private label.
Selling Advisor - Ladies Shoes Part- Time SaksSelling Advisor - Ladies Shoes Part- TimePalo Alto, CaliforniaIt is known for creating the Neiman Marcus magic through exceptional customer experiences including the Neiman Marcus Awards, Fantasy Gifts, seasonal campaigns, and “Retail-tainment” initiatives. Neiman Marcus is a leading luxury retailer that provides a curated product assortment, unparalleled services, and exclusive activations for customers in Pursuit of the Extraordinary .
Selling Advisor - Designer Sportswear Saks Global Enterprises LLCSelling Advisor - Designer SportswearPalo Alto, CA$17–$25.30 / hourWHO WE ARE: Neiman Marcus is a leading luxury retailer that provides a curated product assortment, unparalleled services, and exclusive activations for customers in Pursuit of the Extraordinary. It is known for creating the Neiman Marcus magic through exceptional customer experiences including the Neiman Marcus Awards, Fantasy Gifts, seasonal campaigns, and "Retail-tainment" initiatives.
Selling Advisor - Men's Clothing Saks Global Enterprises LLCSelling Advisor - Men's ClothingPalo Alto, CA$17–$25.30 / hourWHO WE ARE: Neiman Marcus is a leading luxury retailer that provides a curated product assortment, unparalleled services, and exclusive activations for customers in Pursuit of the Extraordinary. It is known for creating the Neiman Marcus magic through exceptional customer experiences including the Neiman Marcus Awards, Fantasy Gifts, seasonal campaigns, and "Retail-tainment" initiatives.
Sr. Sales Advisor - Innovation Banking First Citizens BancShares IncSr. Sales Advisor - Innovation BankingSan Francisco, CA$38.90–$52.34 / hourThis hire will help with pre-engagement prospect research, content creation, prospect prioritization, help support ongoing relationship building with prospects, help support the team with pre and post event support, and drive further efficiency to the team's go-to-market. First Citizens offers an array of general banking services including a network of more than 550 branches in 23 states and commercial banking expertise delivering best-in-class lending, leasing and other financial services coast to coast.
Beauty Advisor- Creed Saks Global Enterprises LLCBeauty Advisor- CreedPalo Alto, CA$17–$25.30 / hourUnderstand how to showcase product differently based on if a client is remote or in-person • Utilize selling tools and digital store technology to sell, use omni-channel and fleetwide inventory • Achieve personal sales, client conversion and wardrobing goals • Strategize own business to increase individual productivity through wardrobing, successful outreach and technology usage • Utilize digital tools and social media to connect with clients and guide intentional traffic • Create a positive work environment through collaboration WHAT YOU WILL BRING: • Motivated with an ability to set and achieve sales goal • Experienced with technology and has experience selling to clients using digital tools • Styling, fashion, and fashion retail experience • Commission sales experience • High School Diploma / equivalency required • A flexible work schedule YOUR LIFE AND CAREER AT NEIMAN MARCUS: • Opportunity to work in a dynamic fast paced environment at a company experiencing growth and transformation • Exposure to rewarding career advancement opportunities across the largest multi-brand luxury retailer from retail to distribution, to digital or corporate • Comprehensive benefits package for all eligible full-time employees (including medical, vision and dental) • An amazing employee discount SALARY AND OTHER BENEFITS: Factors which may affect starting pay within this range may include market, experience and other qualifications of the successful candidate. Job Description: WHO WE ARE: Neiman Marcus is a leading luxury retailer that provides a curated product assortment, unparalleled services, and exclusive activations for customers in Pursuit of the Extraordinary.
Selling Advisor - Contemporary Saks Global Enterprises LLCSelling Advisor - ContemporaryPalo Alto, CA$17–$25.30 / hourJob Description: WHO WE ARE: Neiman Marcus is a leading luxury retailer that provides a curated product assortment, unparalleled services, and exclusive activations for customers in Pursuit of the Extraordinary. It is known for creating the Neiman Marcus magic through exceptional customer experiences including the Neiman Marcus Awards, Fantasy Gifts, seasonal campaigns, and "Retail-tainment" initiatives.
Selling Advisor - Ladies Shoes Part- Time Saks Global Enterprises LLCSelling Advisor - Ladies Shoes Part- TimePalo Alto, CA$17–$25.30 / hourJob Description: WHO WE ARE: Neiman Marcus is a leading luxury retailer that provides a curated product assortment, unparalleled services, and exclusive activations for customers in Pursuit of the Extraordinary. It is known for creating the Neiman Marcus magic through exceptional customer experiences including the Neiman Marcus Awards, Fantasy Gifts, seasonal campaigns, and "Retail-tainment" initiatives.
Beauty Advisor - Fragrance Concierge SaksBeauty Advisor - Fragrance ConciergeSan Francisco, CaliforniaAdditionally, the Beauty Advisor will focus on in-house training programs, pre-booked facial consultation events, and maintaining a properly merchandised counter while proficiently closing the retail sale. It is known for creating the Neiman Marcus magic through exceptional customer experiences including the Neiman Marcus Awards, Fantasy Gifts, seasonal campaigns, and “Retail-tainment” initiatives.
Selling Advisor - Contemporary SaksSelling Advisor - ContemporaryPalo Alto, CaliforniaIt is known for creating the Neiman Marcus magic through exceptional customer experiences including the Neiman Marcus Awards, Fantasy Gifts, seasonal campaigns, and “Retail-tainment” initiatives. Neiman Marcus is a leading luxury retailer that provides a curated product assortment, unparalleled services, and exclusive activations for customers in Pursuit of the Extraordinary .
Selling Advisor - Men's Clothing SaksSelling Advisor - Men's ClothingPalo Alto, CaliforniaIt is known for creating the Neiman Marcus magic through exceptional customer experiences including the Neiman Marcus Awards, Fantasy Gifts, seasonal campaigns, and “Retail-tainment” initiatives. Neiman Marcus is a leading luxury retailer that provides a curated product assortment, unparalleled services, and exclusive activations for customers in Pursuit of the Extraordinary .
Beauty Advisor- Creed SaksBeauty Advisor- CreedPalo Alto, CaliforniaUnderstand how to showcase product differently based on if a client is remote or in-person • Utilize selling tools and digital store technology to sell, use omni-channel and fleetwide inventory • Achieve personal sales, client conversion and wardrobing goals • Strategize own business to increase individual productivity through wardrobing, successful outreach and technology usage • Utilize digital tools and social media to connect with clients and guide intentional traffic • Create a positive work environment through collaboration WHAT YOU WILL BRING: • Motivated with an ability to set and achieve sales goal • Experienced with technology and has experience selling to clients using digital tools • Styling, fashion, and fashion retail experience • Commission sales experience • High School Diploma / equivalency required • A flexible work schedule YOUR LIFE AND CAREER AT NEIMAN MARCUS: • Opportunity to work in a dynamic fast paced environment at a company experiencing growth and transformation • Exposure to rewarding career advancement opportunities across the largest multi-brand luxury retailer from retail to distribution, to digital or corporate • Comprehensive benefits package for all eligible full-time employees (including medical, vision and dental) • An amazing employee discount SALARY AND OTHER BENEFITS: Factors which may affect starting pay within this range may include market, experience and other qualifications of the successful candidate. It is known for creating the Neiman Marcus magic through exceptional customer experiences including the Neiman Marcus Awards, Fantasy Gifts, seasonal campaigns, and “Retail-tainment” initiatives.
Selling Advisor - Designer Sportswear SaksSelling Advisor - Designer SportswearPalo Alto, CaliforniaIt is known for creating the Neiman Marcus magic through exceptional customer experiences including the Neiman Marcus Awards, Fantasy Gifts, seasonal campaigns, and “Retail-tainment” initiatives. Neiman Marcus is a leading luxury retailer that provides a curated product assortment, unparalleled services, and exclusive activations for customers in Pursuit of the Extraordinary .
Selling Advisor - Contemporary Part- Time SaksSelling Advisor - Contemporary Part- TimePalo Alto, CaliforniaIt is known for creating the Neiman Marcus magic through exceptional customer experiences including the Neiman Marcus Awards, Fantasy Gifts, seasonal campaigns, and “Retail-tainment” initiatives. Neiman Marcus is a leading luxury retailer that provides a curated product assortment, unparalleled services, and exclusive activations for customers in Pursuit of the Extraordinary .
NewNeiman Marcus Beauty Advisor- Full-Time $18.70-$25 SaksNeiman Marcus Beauty Advisor- Full-Time $18.70-$25Palo Alto, CaliforniaUnderstand how to showcase product differently based on if a client is remote or in-person • Utilize selling tools and digital store technology to sell, use omni-channel and fleetwide inventory • Achieve personal sales, client conversion and wardrobing goals • Strategize own business to increase individual productivity through wardrobing, successful outreach and technology usage • Utilize digital tools and social media to connect with clients and guide intentional traffic • Create a positive work environment through collaboration WHAT YOU WILL BRING: • Motivated with an ability to set and achieve sales goal • Experienced with technology and has experience selling to clients using digital tools • Styling, fashion, and fashion retail experience • Commission sales experience • High School Diploma / equivalency required • A flexible work schedule YOUR LIFE AND CAREER AT NEIMAN MARCUS: • Opportunity to work in a dynamic fast paced environment at a company experiencing growth and transformation • Exposure to rewarding career advancement opportunities across the largest multi-brand luxury retailer from retail to distribution, to digital or corporate • Comprehensive benefits package for all eligible full-time employees (including medical, vision and dental) • An amazing employee discount SALARY AND OTHER BENEFITS: Factors which may affect starting pay within this range may include market, experience and other qualifications of the successful candidate. It is known for creating the Neiman Marcus magic through exceptional customer experiences including the Neiman Marcus Awards, Fantasy Gifts, seasonal campaigns, and “Retail-tainment” initiatives.
Beauty Advisor- Hourglass SaksBeauty Advisor- HourglassPalo Alto, CaliforniaUnderstand how to showcase product differently based on if a client is remote or in-person • Utilize selling tools and digital store technology to sell, use omni-channel and fleetwide inventory • Achieve personal sales, client conversion and wardrobing goals • Strategize own business to increase individual productivity through wardrobing, successful outreach and technology usage • Utilize digital tools and social media to connect with clients and guide intentional traffic • Create a positive work environment through collaboration WHAT YOU WILL BRING: • Motivated with an ability to set and achieve sales goal • Experienced with technology and has experience selling to clients using digital tools • Styling, fashion, and fashion retail experience • Commission sales experience • High School Diploma / equivalency required • A flexible work schedule YOUR LIFE AND CAREER AT NEIMAN MARCUS: • Opportunity to work in a dynamic fast paced environment at a company experiencing growth and transformation • Exposure to rewarding career advancement opportunities across the largest multi-brand luxury retailer from retail to distribution, to digital or corporate • Comprehensive benefits package for all eligible full-time employees (including medical, vision and dental) • An amazing employee discount SALARY AND OTHER BENEFITS: Factors which may affect starting pay within this range may include market, experience and other qualifications of the successful candidate. It is known for creating the Neiman Marcus magic through exceptional customer experiences including the Neiman Marcus Awards, Fantasy Gifts, seasonal campaigns, and “Retail-tainment” initiatives.
Tax Principal - Private Equity Fund Level Baker Tilly Advisory Group, LPTax Principal - Private Equity Fund LevelSan Francisco, CaliforniaWhat you will do: Be a trusted leader of Baker Tilly's tax services providing federal tax compliance and consulting services to Private Equity clients positively impacting your clients through: Being a valued tax business advisor, leading client relationships on day-to-day tax matters with various clients ranging from middle market to multinational. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.
Associate Financial Advisor Edward D Jones & Co LPAssociate Financial AdvisorOakland, CAWith the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy. Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage.
Tax Principal, Private Equity Baker Tilly Advisory Group, LPTax Principal, Private EquitySan Francisco, CaliforniaWhat you will do: Be a trusted leader of Baker Tilly's tax services, providing federal tax compliance and consulting services to construction and real estate clients, positively impacting your clients through: Being a valued tax business advisor, leading client relationships on day-to-day tax matters with various clients ranging from middle market to multinational. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion.
Financial Advisor - San Francisco Federal Credit Union LPL Financial ServicesFinancial Advisor - San Francisco Federal Credit UnionSan Francisco, CA$80,000–$120,000 / yearYou'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.
Tax Senior Associate - Estate, Gift, and Trust Baker Tilly Advisory Group, LPTax Senior Associate - Estate, Gift, and TrustSan Jose, CaliforniaBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Client Advisor - Energy & Power Marsh McLennanClient Advisor - Energy & PowerSan Francisco, New York$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.
NewSenior Private Wealth Advisor, Practice Lead (Personal Strategy) - Bay Area EmpowerSenior Private Wealth Advisor, Practice Lead (Personal Strategy) - Bay AreaSan Francisco, CA$136,800–$198,375 / yearFINRA Series 65 requiredFINRA fingerprinting requiredCFP strongly preferredAdvanced knowledge of wealth management strategies, financial planning, tax and income optimization, and estate planningExcellent verbal and written communication skills; strong interpersonal skills; detail oriented; able to manage many time‑sensitive tasks simultaneously; pro‑active self‑starter, strong situational awareness and contextual thinking, and strong organizational and presentation skillsExceptional at delivering effective client consultations – always composed, professional, and skilled at establishing trust and building long‑term client relationshipsProven ability to navigate multiple client needs, deliver on multi‑product goals, and analyze and present investment portfolios to clientsProficient in or ability to quickly learn: Microsoft Word, Excel, Outlook, PowerPoint, Salesforce, NetX360, and other proprietary and recordkeeping systemsDemonstrated success with high‑net‑worth clients, complicated planning, NPS, and client retentionWhat we offer youWe offer an array of diverse and inclusive benefits regardless of where you are in your career. What You Will DoServe as the lead advisor within a dedicated client team, working in close collaboration with a Wealth Advisor and Client Experience Specialist to build lasting relationships with a dedicated book of high net worth Empower clientsProvide a first‑in‑class client experience servicing needs related to client onboarding, financial planning, and investor education.
Style Advisors, Berkeley EquinoxStyle Advisors, BerkeleyBerkeley, CAPart timep>We are looking for energetic, creative, and enthusiastic Style Advisors to join the Equinox team at our state-of-the-art location in Berkeley! This is a great position for a candidate looking to make a significant impact in a growing and dynamic organization. For more information regarding our career opportunities, please visit one of our clubs or our website at https://careers.equinox.com/ .
Director, Wealth Advisor The Bank of New York Mellon CorpDirector, Wealth AdvisorSan Francisco, CA$127,000–$250,000 / year10-12 years of total work experience preferred, with financial services experience focused on a particular client type or product (e.g., Hedge, Pension) or prior experience in related customer-facing roles such as Sales Support, Global Capital Markets, or Product Management. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
Wealth Advisor - Mechanics Bank LPL Financial ServicesWealth Advisor - Mechanics BankOakland, CA$66,560–$80,000 / yearJob Overview: A Wealth Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch customers and prospective customer base. Must maintain Licenses and FINRA registrations: Active State Applicable Life Insurance License, Active Series 7 Registration, Active Series 63 Registration (if required by the state of hire), Active Series 65 or 66.