SENIOR ADVISOR FOR NAGPRA University of CaliforniaSENIOR ADVISOR FOR NAGPRAOakland, CA$240,000–$266,000 / yearPartners directly with Native American tribes, UC senior administrators and faculty responsible for activities affecting Indigenous groups (e.g., repatriation, student programs, staff and faculty welfare), UCOP and campus leadership, federal, local and state government (including the California legislature and the Native American Heritage Commission), systemwide and campus advisory bodies, and other related influential groups or persons. Accordingly, UCOP is searching for a Senior Advisor for NAGPRA to lead and coordinate these efforts at the systemwide level for the next three years, ensuring the University meets internal and external deadlines while providing high-level strategic advice, policy guidance, and coordination on complex, systemwide issues involving repatriation and tribal engagement.
NewHR Business Partner Veloxis Pharmaceuticals, IncHR Business PartnerFremont, California$85,000–$115,000The Human Resources Business Partner (HRBP) will be responsible for leading and executing HR processes and activities, aligning HR strategy and goals to local business needs, and connecting with our Shared Services team to implement HR programs, while reporting into our HR function inside Asahi Kasei America, Inc. Executing Human Resources programs and practices working alongside our HR Shared Services team, including talent acquisition, onboarding, training, performance management, compensation, benefits, employee engagement, compliance, and HR operations activities.
Wealth Advisor - Mechanics Bank LPL FinancialWealth Advisor - Mechanics BankWalnut Creek, CaliforniaA 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.
Senior Advisor: Market Regulation & Regulatory Service Agreement (Rsa) Financial Industry Regulatory Authority, Inc.Senior Advisor: Market Regulation & Regulatory Service Agreement (Rsa)San Francisco, CA$158,000–$355,400 / yearBoston, MA: $158,000.00 - $355,400.00 Chicago, IL: $173,600.00 - $340,200.00 Denver, CO: $158,000.00 - $308,900.00 Jericho, NY: $158,000.00 - $370,700.00 Jersey City, NJ: $189,600.00 - $370,700.00 New York, NY: $189,600.00 - $370,700.00 Rockville, MD: $181,500.00 - $355,400.00 Tysons, VA: $181,500.00 - $355,400.00 Washington, DC: $181,500.00 - $355,400.00 Woodbridge, NJ: $173,600.00 - $370,700.00 . FINRA employees are required to disclose to FINRA all brokerage accounts that they maintain, and those in which they control trading or have a financial interest (including any trust account of which they are a trustee or beneficiary and all accounts of a spouse, domestic partner or minor child who lives with the employee) and to authorize their broker-dealers to provide FINRA with duplicate statements for all of those accounts.
Private Client Advisor II Bank of America CorpPrivate Client Advisor IIWalnut Creek, CA$100,000–$275,000 / yearKey responsibilities 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 the banks capabilities and services to meet specific client needs. This includes our commitment to being a diverse and 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.
Beauty Advisor - Flex Sephora USA IncBeauty Advisor - FlexBerkeley, CA$22.60–$26 / hourPrevious experience and demonstrated ability to provide excellent service and develop strong client relationships in a retail, hospitality, or client-focused environment. Stay ahead of trends Keep up with the latest beauty products, techniques, and trends to deliver relevant advice that keeps clients coming back.
Credit Solutions Advisor - Danville - Spanish Preferred Bank of America CorpCredit Solutions Advisor - Danville - Spanish PreferredDanville, CA$25–$29.61 / hourI have access to industry leading products services and technology award winning platforms and a dedicated support team On screen copy Access to industry leading products services and technology all designed to help me fulfill the financial needs associated with the unique life priorities of our clients and simplify our clients experience by providing direct solutions. On screen copy Manage my business pipeline by Contacting clients Following up with internal and external partners Staying current on training Being part of the Financial Center team allows my teammates to refer clients to me so I can assist with an array of financial solutions including home lending auto lending credit card and traditional banking solutions.
Credit Solutions Advisor - Livermore Bank of AmericaCredit Solutions Advisor - LivermoreLivermore, 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.
Financial Solutions Advisor - Greater Oakland Area Bank of America CorpFinancial Solutions Advisor - Greater Oakland AreaOakland, CA$70,000–$80,000 / yearAcknowledge Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Licensed Beauty Advisor - Part Time Sephora USA IncLicensed Beauty Advisor - Part TimeMilpitas, CA$24–$27.60 / hourDrive results Help achieve store goals by providing and rebooking beauty services, servicing clients, and selling products. Perform beauty services Provide makeup, waxing, and other services listed in Sephora's Beauty Services menu.
Beauty Advisor - Full Time Sephora USA IncBeauty Advisor - Full TimeSan Francisco, CA$22.60–$26 / hourPrevious experience and demonstrated ability to provide excellent service and develop strong client relationships in a retail, hospitality, or client-focused environment. Stay ahead of trends Keep up with the latest beauty products, techniques, and trends to deliver relevant advice that keeps clients coming back.
Licensed Beauty Advisor - Full Time Sephora USA IncLicensed Beauty Advisor - Full TimeSan Mateo, CA$24–$27.60 / hourDrive results Help achieve store goals by providing and rebooking beauty services, servicing clients, and selling products. Perform beauty services Provide makeup, waxing, and other services listed in Sephora's Beauty Services menu.
NewBeauty Advisor - Part Time Sephora USA IncBeauty Advisor - Part TimeSan Francisco, CA$22.60–$26 / hourPrevious experience and demonstrated ability to provide excellent service and develop strong client relationships in a retail, hospitality, or client-focused environment. Stay ahead of trends Keep up with the latest beauty products, techniques, and trends to deliver relevant advice that keeps clients coming back.
Strategic Advisor Food Impact PartnersStrategic AdvisorSan Francisco, CaliforniaThe advisor will act as a trusted thought partner to the executive team, helping validate commercialization strategy, navigate complex value chains, and open doors to senior decision-makers at relevant partners and brands. This is a newly created advisory role designed to bring deep market context, strategic clarity, and high-quality industry connectivity to priority markets, particularly nutrition and chocolate/confectionery.
Service Advisor Weatherford BMWService AdvisorBerkeley, CaliforniaTo make our vision real, we look for Service professionals who think differently and strive to provide 100% customer satisfaction – utilizing the latest technologies to find the perfect solutions for our guests. Establish and maintain strong positive working relationships and loyalty with customers to encourage repeat and referral business allowing for long-term clientele.
Service Advisor Marin SubaruService AdvisorSan Rafael, CaliforniaTo make our vision real, we look for Service professionals who think differently and strive to provide 100% customer satisfaction – utilizing the latest technologies to find the perfect solutions for our guests. Establish and maintain strong positive working relationships and loyalty with customers to encourage repeat and referral business allowing for long-term clientele.
Technical Advisor Specialist (Part-Time Internship) Scale AITechnical 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.
NewStrategic Science Advisor & Patent Agent Goodwin ProcterStrategic Science Advisor & Patent AgentSan Francisco, CA$145,000–$155,000 / yearGoodwin Procter LLP in San Francisco is seeking a Science Advisor/Patent Agent to join their Technology business unit and Intellectual Property Transactions & Strategies group. The ideal candidate will be responsible for drafting patent applications and performing prior art searches while collaborating with clients and attorneys.
Network Intelligence Advisor - US West KentikNetwork Intelligence Advisor - US WestSan Francisco, CARemote$144,000–$168,000 / yearKentik Network Intelligence Advisors are not just a point of contact; they strive to become a trusted technical friend and advisor – the person our customers can rely on to help navigate their most complex network challenges and strategic initiatives. You will be working at a fast-growing, well-funded startup alongside industry thought leaders and network aficionados as we build the future of observability and set the high bar for how network operations and digital businesses should run.
Associate Client Advisor Voya Financial IncAssociate Client AdvisorWalnut Creek, CARemote$100,000–$110,000 / yearThe US Institutional Associate Client Advisor ("ACA") will support one or more Client Advisors in order to drive sales of Voya Investment Management strategies across public and corporate plans (DB and DC), E&Fs, Tier 1 & 2 Consultants and Sub-advisory firms. A dynamic, extroverted, self-starter, passionate, and enthusiastic individual with some investment management experience, good relationship management, sales, and interpersonal skills, as well as a strong desire to develop knowledge in the asset management business.
Credit Solutions Advisor - San Rafael Main - Spanish Preferred Bank of America CorpCredit Solutions Advisor - San Rafael Main - Spanish PreferredSan Rafael, CA$26–$30.83 / hourResponsibilities:Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life planBuilds and deepens relationships with new and existing clients by leveraging the full capabilities of the bankAnalyzes the client's financial needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client's unique prioritiesPresents 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 messagingConnects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needsResponds to client requests and makes referrals to appropriate internal partners based on client needsPartners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates regarding delivery of an exceptional client experienceRequired Qualifications: Minimum 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 solutionsActively listens to the client to determine their needs and goals and has a desire to interact with clients proactively. Experience in a loan origination role in a retail environment and knowledge ofMortgage Products (Conventional, Jumbo and HELOC, Government)Structuring, Processing, underwriting and closing proceduresFederal regulations governing real estate lendingFHA and HUD guidelinesOther Lending Products (Credit Card, Vehicle Loans)Strong computer skills including MS applications and previous experience utilizing laptop technology.
Credit Solutions Advisor - Blackhawk Bank of America CorpCredit Solutions Advisor - BlackhawkDanville, CA$25–$29.61 / 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. I have access to industry leading products, services and technology, award winning platforms, and a dedicated support team, On screen copy: Access to industry leading products, services, and technology all designed to help me fulfill the financial needs associated with the unique life priorities of our clients and simplify our clients' experience by providing direct solutions.
Credit Solutions Advisor - San Leandro Main Bank of America CorpCredit Solutions Advisor - San Leandro MainSan Leandro, CA$26–$30.83 / hourResponsibilities:Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life planBuilds and deepens relationships with new and existing clients by leveraging the full capabilities of the bankAnalyzes the client's financial needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client's unique prioritiesPresents 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 messagingConnects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needsResponds to client requests and makes referrals to appropriate internal partners based on client needsPartners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates regarding delivery of an exceptional client experience Required Qualifications: Minimum 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 solutionsActively listens to the client to determine their needs and goals and has a desire to interact with clients proactively. Experience in a loan origination role in a retail environment and knowledge ofMortgage Products (Conventional, Jumbo and HELOC, Government)Structuring, Processing, underwriting and closing proceduresFederal regulations governing real estate lendingFHA and HUD guidelinesOther Lending Products (Credit Card, Vehicle Loans)Strong computer skills including MS applications and previous experience utilizing laptop technology.
Credit Solutions Advisor - Woodside Plaza Bank of America CorpCredit Solutions Advisor - Woodside PlazaRedwood City, CA$26–$30.83 / hourResponsibilities:Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life planBuilds and deepens relationships with new and existing clients by leveraging the full capabilities of the bankAnalyzes the client's financial needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client's unique prioritiesPresents 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 messagingConnects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needsResponds to client requests and makes referrals to appropriate internal partners based on client needsPartners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates regarding delivery of an exceptional client experience Required Qualifications: Minimum 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 solutionsActively listens to the client to determine their needs and goals and has a desire to interact with clients proactively. Experience in a loan origination role in a retail environment and knowledge ofMortgage Products (Conventional, Jumbo and HELOC, Government)Structuring, Processing, underwriting and closing proceduresFederal regulations governing real estate lendingFHA and HUD guidelinesOther Lending Products (Credit Card, Vehicle Loans)Strong computer skills including MS applications and previous experience utilizing laptop technology.
Credit Solutions Advisor - Corte Madera Bank of America CorpCredit Solutions Advisor - Corte MaderaCA$26–$30.83 / hourResponsibilities:Provides specialized and personalized service offering advice and guidance to financial center clients through the full spectrum of borrowing and banking offerings at each stage of client's life planBuilds and deepens relationships with new and existing clients by leveraging the full capabilities of the bankAnalyzes the client's financial needs and applies knowledge of borrowing and banking to recommend financial services that best align with the client's unique prioritiesPresents 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 messagingConnects with clients through outreach and pipeline management activities and conducts consistent follow-up routines to meet client needsResponds to client requests and makes referrals to appropriate internal partners based on client needsPartners with financial center leaders, performance managers, and market leaders to provide specialized guidance and coaching to financial center associates regarding delivery of an exceptional client experience Required Qualifications: Minimum 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 solutionsActively listens to the client to determine their needs and goals and has a desire to interact with clients proactively. Experience in a loan origination role in a retail environment and knowledge ofMortgage Products (Conventional, Jumbo and HELOC, Government)Structuring, Processing, underwriting and closing proceduresFederal regulations governing real estate lendingFHA and HUD guidelinesOther Lending Products (Credit Card, Vehicle Loans)Strong computer skills including MS applications and previous experience utilizing laptop technology.
Financial Solutions Advisor - Diablo Market Bank of America CorpFinancial Solutions Advisor - Diablo MarketPleasant Hill, CA$70,000–$80,000 / yearAcknowledge Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
College Advisor (5156) Job #86783 - College of Computing, Data Science, and Society (CDSS) University of CaliforniaCollege Advisor (5156) Job #86783 - College of Computing, Data Science, and Society (CDSS)Berkeley, CA$61,200–$85,800 / yearAs a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer. Explain registration and enrollment procedures and assist students in taking full advantage of a wide range of academic and nonacademic enrichment opportunities, such as study abroad, internships, undergraduate research opportunities, scholarships, and extracurricular activities.
Asset & Wealth Management, Private Family Office Financial Planner Advisor, Associate - San Francisco The Goldman Sachs Group IncAsset & Wealth Management, Private Family Office Financial Planner Advisor, Associate - San FranciscoSan Francisco, CASKILLS & EXPERIENCE WE'RE LOOKING FOR Bachelor's degree required 1 - 4 years of work experience FINRA SIE, Series 7 and Series 66 preferred; required within 4 months of hire Working knowledge of Microsoft products such as Excel, Word, PowerPoint, and Outlook Strong organizational and multitasking skills Excellent written and verbal communication skills Ability to maintain a high degree of confidentiality Possess a high level of intellectual curiosity and ability to think critically Enthusiastic and positive approach to problem-solving and client service Proven track record with cross-training, task-sharing and mutually supportive teamwork * Must be able to be innovative, pro-actively manage time and follow through to complete tasks ABOUT GOLDMAN SACHS At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. We''re committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
Student Services Advisor and Program Coordinator (5157C) Job #87114 - Electrical Engineering and Co University of CaliforniaStudent Services Advisor and Program Coordinator (5157C) Job #87114 - Electrical Engineering and CoBerkeley, CA$74,700–$103,800 / yearThe Department is actively engaged in teaching and research in the disciplines of Artificial Intelligence, Computational Biology, Databases, Graphics, Hardware / Architecture, Human-Computer Interaction, Operating Systems / Networking, Programming Systems / Software, Scientific Computing, Theory, Vision (in Computer Science) as well as Biosystems, Communication/Networking, Communications/Physical Layer, Control, Design, Modeling, and Analysis, Electromagnetics/Antennas, Integrated Circuits, Optics, Physical Electronics Devices, Physical Electronics/MEMS, Optoelectronics, Energy, Robotics, Signal Processing for Image & Video, Signal Processing for Speech & Audio (in Electrical Engineering). Plans and implements outreach programs with specifically targeted institutions; advises prospective applicants on necessary academic preparation; advises on the appropriateness of the program as it pertains to the prospective applicant's goals; utilizing in-depth knowledge of the organization's admissions criteria, helps rank applicants for admissions; evaluates domestic and international transcripts for degree eligibility; initiates and arranges student recruitment visits to Berkeley.
AWM | Private Bank | Regional Lending Advisor, Vice President - San Francisco The Goldman Sachs Group IncAWM | Private Bank | Regional Lending Advisor, Vice President - San FranciscoSan Francisco, CA$85,000–$270,000 / yearThe Vice President, Capital Markets (Securities-Based Lending) will play a critical role in delivering market-based financing solutions to high net worth and ultra-high net worth clients. The role partners closely with Private Wealth Advisors, underwriting, and risk partners to originate, structure, and manage sophisticated securities-based lending solutions while maintaining a strong control and risk discipline.
Academic Advisor, UGIS American Studies (5141C) #87355 University of CaliforniaAcademic Advisor, UGIS American Studies (5141C) #87355Berkeley, CA$75,000–$85,700 / yearAdditionally, the Academic Advisor provides leadership coordination for large-scale events such as the annual AS faculty research symposium, student thesis showcase, UGIS student welcome, and Commencement, while managing a significant proportion of curriculum planning, scheduling, and enrollment across UGIS programs. As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer.
Senior Wealth Advisor (San Francisco/Menlo Park/Walnut Creek) Mercer AdvisorsSenior Wealth Advisor (San Francisco/Menlo Park/Walnut Creek)San Francisco, CaliforniaThe Senior Wealth Advisor focuses on deepening relationships with an established base of high net worth clients and organically growing their practice through referrals, while leveraging our unified in-house team of experts to help clients achieve their financial goals. Our advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario.
Automotive Service Advisor Future Ford LincolnAutomotive Service AdvisorConcord, CaliforniaProvide the client with an accurate estimate of repair or maintenance cost, and/or a minimal diagnostic fee with explanation of associated cost, detailing problems and pertinent information, and secure client authorization of repair or service. Responsibilities include but are not limited to : Serve as the liaison between the customer and technician; ensuring the customer's needs are understood by the technician and the needed and recommended service/repairs are understood by the customer.
Wealth Advisor (San Francisco/Menlo Park/Walnut Creek) Mercer AdvisorsWealth Advisor (San Francisco/Menlo Park/Walnut Creek)San Francisco, California$170,000–$210,000 / yearOur advisors are client-focused fiduciaries who take pride in utilizing their advanced knowledge of financial planning and investments and their superior relationship skills to diagnose the needs of clients and propose solutions that fit each client's unique scenario. Today, we serve over 42,800+ families across 110+ cities across the U.S. Ranked the #1 RIA Firm in the nation by Barron’s for two consecutive years, Mercer Advisors is an independent fiduciary legally bound to act in our clients’ best interests — always.*.
NewSenior Associate Wealth Advisor Focus Partners LLCSenior Associate Wealth AdvisorMenlo Park, CA$124,000–$140,000 / yearRecord client communication and information diligently within the client relationship platformResource and collaborate with other Associate Wealth Advisors (AWAs)Review client billing and ensure compliance for the advisory teamEngage in advisory team business planning efforts and support the firm's strategic prioritiesInteract and communicate independently with clients through emails, calls, and presentationsMeet with clients in person; some travel may be requiredQualificationsBachelor's Degree5+ years of financial service experienceCFP or equivalent (ChFC or CPA + PFS) requiredProven experience in financial analysis, modeling, and strategic planningStrong understanding of investment strategies, risk management, tax planning, and estate planningExcellent analytical skills and attention to detailStrong interpersonal skills and ability to explain complex financial concepts to clientsTeam‑orientated approachKnowledge of financial industry, financial products, and financial planning conceptsExperience managing prospect pipelines and onboarding new clientsBusiness development skillsetClean U4Compensation & BenefitsThe Senior Associate Wealth Advisor is an exempt position. The Senior Associate Wealth Advisor role is an exciting opportunity to work with a planning‑centric team dedicated to creating personalized wealth advice based on each client's goals and aspirations.
NewAssociate Wealth Advisor Focus Partners LLCAssociate Wealth AdvisorMenlo Park, CA$85,000–$110,000 / yearMastery of technology stack offered, including CRM system and custodian websitesResource and collaboration with other Associate Wealth Advisors (AWAs)Ability to independently lead client communications and interactionsDiligent recording of client communication and information within client relationship management platformService as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client serviceComplete client billing reviews and ensure compliance for the advisory teamEngage in advisory team business planning efforts and actively support the firm's strategic prioritiesThe ability to meet with clients in person; some travel may be requiredQualificationsBachelor's DegreeSeries 65 or equivalent within 120 days of employment2+ years of financial service experienceStrong interpersonal skills; team-oriented approachKnowledge of financial industry, financial products, and financial planning conceptsExcellent analytical skills and attention to detailClean U4Compensation and BenefitsThe Associate Wealth Advisor is an exempt position. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.
Financial Solutions Advisor - San Ramon Financial Center Bank of America CorpFinancial Solutions Advisor - San Ramon Financial CenterSan Ramon, CA$70,000–$80,000 / yearAcknowledge Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Vice President, Enforcement Senior Advisor & Operations Financial Industry Regulatory Authority IncVice President, Enforcement Senior Advisor & OperationsSan Francisco, CAFINRA employees are required to disclose to FINRA all brokerage accounts that they maintain, and those in which they control trading or have a financial interest (including any trust account of which they are a trustee or beneficiary and all accounts of a spouse, domestic partner or minor child who lives with the employee) and to authorize their broker-dealers to provide FINRA with duplicate statements for all of those accounts. Additional insurance includes basic life, accidental death and dismemberment, supplemental life, spouse/domestic partner and dependent life, and spouse/domestic partner and dependent accidental death and dismemberment, short- and long-term disability, long-term care, business travel accident, disability and legal.
Financial Solutions Advisor- Hayward and Milpitas Area Bank of America CorpFinancial Solutions Advisor- Hayward and Milpitas AreaSan Jose, CA$70,000–$80,000 / yearResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Back to search results Financial Solutions Advisor- Hayward and Milpitas Area San Jose, California; Castro Valley, California; Union City, California; Fremont, California; Milpitas, California; Newark, California; Fremont, California; Milpitas, California; Union City, California; Fremont, California; San Leandro, California; San Jose, California; Hayward, California Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Asset & Wealth Management - Private Wealth Advisor - San Francisco The Goldman Sachs Group IncAsset & Wealth Management - Private Wealth Advisor - San FranciscoSan Francisco, CARequired qualifications, skills and experience: • Record of academic and professional achievement • Four plus years of private wealth management, financial services, or related professional experience • Prior sales, fundraising, business development or investing experience preferred • Series 7, 63 and 3 licenses (if unlicensed at time of hire, to be obtained within three months of starting at the firm) • Demonstrated strong connectivity within an established network • Entrepreneurial spirit coupled with a desire to work in a team-oriented environment • Exceptional client focus, business development, and relationship management skills • Excellent analytical and interpersonal skills with the ability to build and foster a strong network of relationships • Creative approach to problem solving and developing innovative solutions for clients • Self-motivated and able to work in an autonomous, yet collaborative environment • Commitment to excellence and a high level of integrity. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services.
Student Services Advisor III (5156C) - Materials Science and Engineering University of CaliforniaStudent Services Advisor III (5156C) - Materials Science and EngineeringBerkeley, CA$64,260–$87,360 / yearCommunicates important information to students in multiple modalities; responsive and available for consultation both drop in and scheduled; acts as trusted resource and consultant for students; serves as liaison and advocate with the department on behalf of student populations; serve as in-house expert on current and evolving campus and COE policies regarding student affairs, union contracts, and pertinent business systems; creates a holistic and integrated program vision for the specific responsibilities outlined below. Recruitment and Admissions: Plans and implements outreach programs with specifically targeted institutions; advises prospective applicants on necessary academic preparation; appropriateness of program as it pertains to the prospective applicant's goals; utilizing in-depth knowledge of the organization's admissions criteria, helps rank applicants for admissions; collects and organizes data, analyzes trends, proposes and implements activities to increase yield, retention, satisfaction, and outcomes.
Customer Care Advisor Circle Internet Financial LLCCustomer Care AdvisorSan Francisco, CARemote$29.50–$41 / hourCircle's platform includes the world's largest regulated stablecoin network anchored by USDC, Circle Payments Network for global money movement, and Arc, an enterprise-grade blockchain designed to become the Economic OS for the internet. What you'll be responsible for: You'll be a part of a truly amazing team of people working directly with customers around the world, helping them to utilize the full potential of Circle while providing an outstanding customer experience with every interaction.
Senior Advisor: Market Regulation & Regulatory Service Agreement (RSA) Financial Industry Regulatory Authority IncSenior Advisor: Market Regulation & Regulatory Service Agreement (RSA)San Francisco, CA$158,000–$355,400 / yearBoston, MA: $158,000.00 - $355,400.00 Chicago, IL: $173,600.00 - $340,200.00 Denver, CO: $158,000.00 - $308,900.00 Jericho, NY: $158,000.00 - $370,700.00 Jersey City, NJ: $189,600.00 - $370,700.00 New York, NY: $189,600.00 - $370,700.00 Rockville, MD: $181,500.00 - $355,400.00 Tysons, VA: $181,500.00 - $355,400.00 Washington, DC: $181,500.00 - $355,400.00 Woodbridge, NJ: $173,600.00 - $370,700.00 . FINRA employees are required to disclose to FINRA all brokerage accounts that they maintain, and those in which they control trading or have a financial interest (including any trust account of which they are a trustee or beneficiary and all accounts of a spouse, domestic partner or minor child who lives with the employee) and to authorize their broker-dealers to provide FINRA with duplicate statements for all of those accounts.
Financial Solutions Advisor - Corte Madera Financial Center Bank of America CorpFinancial Solutions Advisor - Corte Madera Financial CenterCA$70,000–$80,000 / yearResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Financial Solutions Advisor - Newark Financial Center Bank of America CorpFinancial Solutions Advisor - Newark Financial CenterNewark, CA$70,000–$80,000 / yearResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Financial Solutions Advisor - Novato Financial Center Bank of America CorpFinancial Solutions Advisor - Novato Financial CenterNovato, CA$70,000–$80,000 / yearResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.
Financial Solutions Advisor- Peninsula Area Bank of America CorpFinancial Solutions Advisor- Peninsula AreaSan Mateo, CA$70,000–$80,000 / yearResponsibilities:Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutionsRecommends banking and investments strategies that align with client financial goals and needsTriages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholdsMitigates and controls risk as part of daily activitiesIdentifies and engages potential new clients through referrals or financial center clienteleProvides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommendedRequired Qualifications:Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Back to search results Financial Solutions Advisor- Peninsula Area San Mateo, California; San Francisco, California; San Francisco, California; Foster City, California; Daly City, California; Belmont, California; San Francisco, California; South San Francisco, California; San Francisco, California; San Mateo, California; Millbrae, California; San Bruno, California; Burlingame, California; San Francisco, California; Daly City, California; San Francisco, California Additional locations Apply × To proceed with your application, you must be at least 18 years of age.
Wealth Advisor - Nuvision Federal Credit Union LPL Financial Holdings IncWealth Advisor - Nuvision Federal Credit UnionWalnut Creek, CAJob 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.
Service Advisor, Leasing TEC Equipment, Inc.Service Advisor, LeasingOakland, California$28.86–$36.08 / hourFull timeThey manage the work orders, scheduling of maintenance, triage breakdowns, rental check in/out, quality checks, inspections, and ensure work orders are opened, updated and closed in a timely fashion and communicate work order issues to the Service Manager. The person in this position must embody company values: Teamwork, Entrepreneurship, and Customer Focus and be committed to providing a high level of support to all customers, delivering on TEC Equipment’s Customer Commitment – to be recognized by customers as their Best Business Partner.
Asset Management - Client Advisor - RIA Channel, Northern California JPMorgan Chase & CoAsset Management - Client Advisor - RIA Channel, Northern CaliforniaSan Francisco, CAOur 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. JPMorgan Chase & Co. is one of the oldest financial institutions, offering 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.