27086 Automotive Service Advisor/Writer Boardwalk Chrysler Dodge Jeep Ram27086 Automotive Service Advisor/WriterRedwood City, CAFull timeChrysler Dodge Jeep Ram is hiring experienced Service Advisors to join our family owned and operated dealership! Prior dealership experience as a Service Advisor is required.
NewFreelance Luxury Client Advisor AtriumFreelance Luxury Client AdvisorSan Jose, CA$30–$35 / hourTheir boutiques offer a refined, client-first experience that emphasizes authenticity, service, and long-term relationships, and they are looking for a Freelance Luxury Client Advisor for their San Jose location. Guided by our Applicant-Centric™ approach, we foster an environment of collaboration, high performance, and innovation where your talents are valued, and your achievements are celebrated.
Client Advisor AtriumClient AdvisorPalo Alto, CA$30–$35 / hourGuided by our Applicant-Centric™ approach, we foster an environment of collaboration, high performance, and innovation where your talents are valued, and your achievements are celebrated. Our client, a luxury retail brand known for its commitment to craftsmanship and timeless style, is seeking a Client Advisor to join their team.
Sales Representative/Business Consultant - San Jose, CA System OneSales Representative/Business Consultant - San Jose, CASan Jose, CA$39,600–$92,400 / yearIn this role, you will work closely with small and mid-sized businesses (SMBs), introducing them to Clover, an award-winning point-of-sale and business management platform. Our client, a global leader in the fintech and payments space, is seeking a dynamic Sales Representative / Business Consultant to join their team.
Business Analysis Advisor - Business Intelligence The PNC Financial Services Group IncBusiness Analysis Advisor - Business IntelligenceSan Francisco, CA$60,000–$150,000 / yearp>In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Business Banking Treasury Management Advisor - Relationship Manager I PNC BankBusiness Banking Treasury Management Advisor - Relationship Manager IWalnut Creek, Californiap style="text-align:inherit"/>In addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. Refer to the California Consumer Privacy Act Privacy Notice to gain understanding of how PNC may use or disclose your personal information in our hiring practices.
Business Change Advisor Elevance HealthBusiness Change AdvisorWalnut Creek, CaliforniaApplicants who require accommodation to participate in the job application process should submit the following form: Accessibility Accommodation Request Form and a member of the team will be in contact. The Business Change Advisor will be responsible for assisting the management within the CalPERS business unit while bridging the gap between the current and desired business performance levels and balancing short-term business needs with long-term perspectives on success to ensure that our change journey produces desired results.
Business Change Advisor Elevance Health IncBusiness Change AdvisorWalnut Creek, CA$78,292–$122,544 / yearp>The Business Change Advisor will be responsible for assisting the management within the CalPERS business unit while bridging the gap between the current and desired business performance levels and balancing short-term business needs with long-term perspectives on success to ensure that our change journey produces desired results. We are a Fortune 25 company with a longstanding history in the healthcare industry, looking for leaders at all levels of the organization who are passionate about making an impact on our members and the communities we serve.
Business Banking Treasury Management Advisor - Relationship Manager I The PNC Financial Services Group IncBusiness Banking Treasury Management Advisor - Relationship Manager IWalnut Creek, CA$82,500–$150,000 / yearIn addition, PNC generally provides the following paid time off, depending on your eligibility: maternity and/or parental leave; up to 11 paid holidays each year; 9 occasional absence days each year, unless otherwise required by law; between 15 to 25 vacation days each year, depending on career level; and years of service. PNC Employees take pride in our reputation and to continue building upon that we expect our employees to be: Customer Focused - Knowledgeable of the values and practices that align customer needs and satisfaction as primary considerations in all business decisions and able to leverage that information in creating customized customer solutions.
Business Development Advisor HonorBusiness Development AdvisorSan Mateo, CAOur leadership culture is guided by Leadership Principles that prioritize integrity, compassion, and excellence. While Honor has 13 leadership principles, the following are particularly relevant to this role: Always Push: Leaders set a high bar for themselves and others.
Business Development Advisor Honor Technology IncBusiness Development AdvisorSan Mateo, CAli>Execute all stages of the consultative sales process, including prospecting, cold calls, follow-ups, and developing tailored solutions based on client and referral needs. While Honor has 13 leadership principles, the following are particularly relevant to this role: Always Push: Leaders set a high bar for themselves and others.
Business Solutions Advisor - Greater Silicon Valley Market - Bilingual Mandarin Required Bank of America CorpBusiness Solutions Advisor - Greater Silicon Valley Market - Bilingual Mandarin RequiredFremont, CA$26–$33.72 / hourOn screen copy: One-on-one career coaching with your managers And, when not helping clients, there's often time for Business Solutions Advisors to continue to manage their portfolios, setting appointments for future conversations; prepare for upcoming client meetings; learning more about our products and services; connect with teammates and partners; and of course, follow up with clients. On screen copy: Manage portfolios Set appointments for future conversations Prepare for upcoming client meetings Learn more about Bank of America's products and services Connect with teammates and partners Follow up with clients Plus, there are opportunities to earn compensation above my base pay.
Business Solutions Advisor - Brokaw Plaza Financial Center Bank of America CorpBusiness Solutions Advisor - Brokaw Plaza Financial CenterSan Jose, CA$26–$34.67 / hourOn screen copy: One-on-one career coaching with your managers And, when not helping clients, there's often time for Business Solutions Advisors to continue to manage their portfolios, setting appointments for future conversations; prepare for upcoming client meetings; learning more about our products and services; connect with teammates and partners; and of course, follow up with clients. On screen copy: Manage portfolios Set appointments for future conversations Prepare for upcoming client meetings Learn more about Bank of America's products and services Connect with teammates and partners Follow up with clients Plus, there are opportunities to earn compensation above my base pay.
Business Solutions Advisor - Palo Alto Main Financial Center Bank of America CorpBusiness Solutions Advisor - Palo Alto Main Financial CenterPalo Alto, CA$26–$33.72 / hourOn screen copy: One-on-one career coaching with your managers And, when not helping clients, there's often time for Business Solutions Advisors to continue to manage their portfolios, setting appointments for future conversations; prepare for upcoming client meetings; learning more about our products and services; connect with teammates and partners; and of course, follow up with clients. On screen copy: Manage portfolios Set appointments for future conversations Prepare for upcoming client meetings Learn more about Bank of America's products and services Connect with teammates and partners Follow up with clients Plus, there are opportunities to earn compensation above my base pay.
Business Solutions Advisor - Silicon Valley Market Bank of America CorpBusiness Solutions Advisor - Silicon Valley MarketSan Jose, CA$26–$33.72 / hourOn screen copy: One-on-one career coaching with your managers And, when not helping clients, there's often time for Business Solutions Advisors to continue to manage their portfolios, setting appointments for future conversations; prepare for upcoming client meetings; learning more about our products and services; connect with teammates and partners; and of course, follow up with clients. On screen copy: Listening to the client business priorities Providing advice Connecting our clients to benefits we can offer Between building lasting relationships with clients, working with my peers in the Financial Center, attending team meetings, and working with business partners, I stay pretty busy.
Business Solutions Advisor - Greater Silicon Valley Market Bank of America CorpBusiness Solutions Advisor - Greater Silicon Valley MarketSan Jose, CA$26–$34.67 / hourOn screen copy: One-on-one career coaching with your managers And, when not helping clients, there's often time for Business Solutions Advisors to continue to manage their portfolios, setting appointments for future conversations; prepare for upcoming client meetings; learning more about our products and services; connect with teammates and partners; and of course, follow up with clients. On screen copy: Manage portfolios Set appointments for future conversations Prepare for upcoming client meetings Learn more about Bank of America's products and services Connect with teammates and partners Follow up with clients Plus, there are opportunities to earn compensation above my base pay.
Senior Wealth Advisor Columbia Banking System IncSenior Wealth AdvisorWalnut Creek, CAThe Senior Wealth Advisor is expected to consistently maintain and build a book of business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. They also must have the ability to grow and manage a large book of business encompassing business development, financial planning, asset management, pipeline management, and a high-level understanding of most client financial considerations.
Power Purchase Agreement Accounting Advisor Google LLCPower Purchase Agreement Accounting AdvisorSunnyvale, CAli>Experience in generally accepted accounting principles (GAAP), with a focus on consolidation (ASC 810), derivatives and hedging (ASC 815), lease accounting (ASC 842), and guarantee accounting (ASC 460) in a public accounting or multinational company setting. In this role, you will act as the key accounting business advisor for energy-related agreements like Power Purchase Agreements (PPAs), Renewable Energy Credits (RECs), Energy Service Agreements (ESAs).
Power Purchase Agreement Accounting Advisor GooglePower Purchase Agreement Accounting AdvisorSunnyvale, CAYou will review major agreements, present findings to executive management, and collaborate cross-functionally to identify transaction structures that drive favorable accounting outcomes.The name Google came from "googol," a mathematical term for the number 1 followed by 100 zeros. Experience in generally accepted accounting principles (GAAP), with a focus on consolidation (ASC 810), derivatives and hedging (ASC 815), lease accounting (ASC 842), and guarantee accounting (ASC 460) in a public accounting or multinational company setting.
NewSenior Wealth Advisor Columbia BankSenior Wealth AdvisorWalnut Creek, CAThe Senior Wealth Advisor is expected to consistently maintain and build a book of business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. They also must have the ability to grow and manage a large book of business encompassing business development, financial planning, asset management, pipeline management, and a high-level understanding of most client financial considerations.
Senior Financial Advisor CoreTechsSenior Financial AdvisorSanta Clara, CA$140,000–$200,000 / yearSince our founding in 2022, we have maintained a high-growth trajectory by providing personalized planning and wealth management to three niches: Tech Professionals (Equity/RSU/ISO planning), Small Business Owners, Retirees. Knowledge: Deep experience with at least one of our niches: highly comped tech employees (RSU/ISO/NSO), complex small business planning, or high-touch retirement distribution strategies.
Senior Associate, Advisor NFP CorpSenior Associate, AdvisorSan Francisco, CA$90,000–$111,000 / yearWe provide a comprehensive platform that brings together wealth management, institutional consulting, business management, family office, and retirement plan advisory services-empowering clients to navigate complexity with clarity and confidence. Wealthspire Advisors LLC, Fiducient Advisors LLC, Wealthspire Retirement, LLC, dba Wealthspire Retirement Advisory, and certain other affiliates are separately registered investment advisers.
Associate Wealth Advisor Beacon Pointe Advisors LLCAssociate Wealth AdvisorPleasant Hill, CAThis individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals dedicated to servicing sophisticated, high net worth individuals and families. 1 - 2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer.
Regional Advisor Consultant, Sales - West Region (Hybrid Wholesaler) (DBA) American Beacon PartnersRegional Advisor Consultant, Sales - West Region (Hybrid Wholesaler)SF, CARemotep style="line-height:normal">American Beacon Partners, formerly known as Resolute Investment Managers, is a diversified asset management platform with affiliated and independent partnerships with more than 30 investment managers. They cultivate relationships and drive sales for financial products like SMAs, mutual funds, private funds, and exchange-traded funds (ETFs) by using a mix of phone and virtual interactions with financial advisors, in addition to in-person meetings.
Financial Solutions Advisor Registration Candidate - Greater Oakland Market- Bilingual Mandarin Preferred Bank of America CorpFinancial Solutions Advisor Registration Candidate - Greater Oakland Market- Bilingual Mandarin PreferredEl Cerrito, CA$28.85–$33.65 / hourAcknowledge 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. I was provided with dedicated study time, training, and support On screen copy: While studying for Security Licenses, the Academy at Bank of America provides: Dedicated study time Training Support while I obtained my Securities Industry Essentials, Series 7, and Series 66 licenses.
Financial Solutions Advisor Registration Candidate - Antioch Financial Center Bank of America CorpFinancial Solutions Advisor Registration Candidate - Antioch Financial CenterAntioch, CA$28.85–$33.65 / hourAcknowledge 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 and FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Merrill Lynch, Pierce, Fenner & Smith Incorporated (also referred to as "MLPF&S" or "Merrill") makes available certain investment products sponsored, managed, distributed or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Financial Solutions Advisor Registration Candidate- East Bay Market Bank of America CorpFinancial Solutions Advisor Registration Candidate- East Bay MarketFremont, CA$28.85–$33.65 / hourOnce 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 youve learned by growing and deepening relationships within a portfolio of clients. Merrill Lynch, Pierce, Fenner & Smith Incorporated, also referred to as "MLPF&S" or "Merrill," makes available certain investment products sponsored, managed, distributed, or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Financial Solutions Advisor Registration Candidate- Silicon Valley Market Bank of America CorpFinancial Solutions Advisor Registration Candidate- Silicon Valley MarketMountain View, CA$28.85–$33.65 / hourOnce 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 youve learned by growing and deepening relationships within a portfolio of clients. Merrill Lynch, Pierce, Fenner & Smith Incorporated, also referred to as "MLPF&S" or "Merrill," makes available certain investment products sponsored, managed, distributed, or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Financial Solutions Advisor Registration Candidate - Brentwood Financial Center Bank of America CorpFinancial Solutions Advisor Registration Candidate - Brentwood Financial CenterBrentwood, CACurrently holds FINRA Securities Industry Essentials SIE Bachelors degree and/or a minimum of one year of financial services industry or sales experience Skills: Client Experience Branding Client Solutions Advisory Investment Management Pipeline Management Referral Management Client Management Customer and Client Focus Portfolio Management Prospecting Referral Identification Business Acumen Executive Presence Oral Communications Risk Management Trading. Merrill Lynch Pierce Fenner & Smith Incorporated also referred to as MLPF&S" or Merrill" makes available certain investment products sponsored, managed, distributed, or provided by companies that are affiliates of Bank of America Corporation BofA Corp."
NewFinancial Advisor Northwestern MutualFinancial AdvisorCampbell, California$61,000–$250,000 / yearul style="margin-bottom:0;margin-top:0">Performance-based earnings and revenue1: Average advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years). Responsibilities: As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience.
Financial Advisor (Foster City) SummitryFinancial Advisor (Foster City)Foster City, CA$115,000–$150,000 / yearp>Advisors 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).
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.
Financial Solutions Advisor- San Ramon Valley/Contra Costa County Area Bank of America CorpFinancial Solutions Advisor- San Ramon Valley/Contra Costa County AreaPleasant Hill, CA$70,000–$80,000 / yearWorks 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 solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended. • Advisory • Account Management • Client Experience Branding • Customer and Client Focus • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies, Procedures, and Guidelines • Client Management • Causation Analysis • Written Communications.
NewMembership Sales Advisors, San Ramon EquinoxMembership Sales Advisors, San RamonSan Ramon, CAFull timep>Membership Advisors are responsible for achieving or exceeding individual sales goals, renewals and ancillary service goals by pre-planning the month with strategic outreach, in-club lead generation and securing member referrals. For more information regarding our career opportunities, please visit one of our clubs or our website at https://careers.equinox.com/.
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. At Heffernan, our culture is guided by the Heffernan Habits, prioritizing communication, respect, fun, community impact, and celebrating what makes each of us unique.NewSenior Financial Advisor (Foster City) SummitrySenior Financial Advisor (Foster City)Foster City, CA$150,000–$225,000 / yearp>Advisors 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.NewAssociate Financial Advisor (Foster City) SummitryAssociate Financial Advisor (Foster City)Foster City, CA$85,000–$115,000 / yearp>The 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. This role owns a segment of client relationships (typically <$1M AUM), delivers a high-quality client experience, and partners closely with Financial Advisors on larger, more complex households.ASSOCIATE DIRECTOR, WEALTH ADVISOR Cresset Capital Management LLCASSOCIATE DIRECTOR, WEALTH ADVISORSan Francisco, CA$120,000–$150,000 / yearli>Possess strong wealth management acumen, along with an understanding of Cresset's investment philosophy and ongoing general market outlook, portfolio construction and management, goals-based financial planning, risk management, alongside estate, tax and philanthropic planning considerations. Review and understand estate documents (entity structures, estate plan, wills, beneficiaries, trustees) and tax returns; collaborate with other internal teams (Wealth Planning, Wealth Strategy, Tax) and external providers as needed.ASSOCIATE, WEALTH ADVISOR Cresset Capital Management LLCASSOCIATE, WEALTH ADVISORSan Francisco, CA$100,000–$130,000 / yearli>Build a strong wealth management acumen with an understanding of Cresset's investment philosophy and ongoing general market outlook, portfolio construction and management, goals-based financial planning, risk management, alongside estate, tax and philanthropic planning considerations. Review and understand estate documents (entity structures, estate plan, wills, beneficiaries, trustees) and tax returns; collaborate with other internal teams (Wealth Planning, Wealth Strategy, Tax) and external providers as needed.Style Advisors, San Mateo EquinoxStyle Advisors, San MateoSan Mateo, CAPart timep>We are looking for energetic, creative, and enthusiastic Style Advisors to join the Equinox team at its state-of-the-art location in San Mateo! 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/.NewStyle 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/.NewStyle Advisors, Palo Alto EquinoxStyle Advisors, Palo AltoPalo Alto, CAPart timep>We are looking for energetic, creative, and enthusiastic Style Advisors to join the Equinox team at its state-of-the-art location in Palo Alto! 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/.Architecture Advisor- West SAP SEArchitecture Advisor- WestPalo Alto, CAp>What you bring: Considerable experience with software/IT organizations as an IT Architecture or Enterprise Architecture Advisor and/or specific expertise with software solutions through Solution Management, Sales, Presales, Adoption/Consumption, Consulting or Business Development, demonstrating successful outcomes over multiple years. AAs are responsible for bridging the gap between the customer's business strategy and relevant solutions through crafting the to-be business and solution architectures and designing a transformation roadmap at the enterprise level to facilitate the customer's adoption of Cloud-based architectures.J.P. Morgan Wealth Management - Executive Director, Wealth Advisor JPMorgan Chase & CoJ.P. Morgan Wealth Management - Executive Director, Wealth AdvisorSan Francisco, CAKnowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds) will also be a plus. Knowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds.Data & AI Solution Advisor - WEST SAP SEData & AI Solution Advisor - WESTSan Francisco, CAp>Additionally, you carry critical accountability for cross‑entity enablement, aligning and empowering account teams, solution advisors, delivery organizations, and ecosystem with the guidance, frameworks, and clarity required to execute consistently and confidently in technology integration and acquisition scenarios. Acting as a trusted advisor to customers and internal stakeholders, you translate complex integration challenges into clear, holistic, and differentiated SAP Data & AI strategies and architectures, reinforcing customer trust and safeguarding long‑term investments.Regional Director, Independent Advisors (Remote/In-Territory Eligible) - Northern California Dimensional Fund AdvisorsRegional Director, Independent Advisors (Remote/In-Territory Eligible) - Northern CaliforniaCARemoteJust as important, the Regional Director must have a strong business development and client service orientation and understand the issues and challenges Advisors face in building a client-centric, fee-based business. • Present Dimensional Fund Advisors investment capabilities, investment theory and performance to Financial Advisors, branch offices, company conferences and industry functions.Associate Wealth Advisor Focus Financial PartnersAssociate Wealth AdvisorMenlo Park, CaliforniaTo learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn. For California Applicants: Information on your California privacy rights can be foundhere.Registered Client Service Associate - Ameriprise Financial Advisors - San Jose, CA AmeripriseRegistered Client Service Associate - Ameriprise Financial Advisors - San Jose, CASan Jose, CaliforniaAs a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships.
NewSenior Financial Advisor (Foster City) SummitrySenior Financial Advisor (Foster City)Foster City, CA$150,000–$225,000 / yearp>Advisors 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.
NewAssociate Financial Advisor (Foster City) SummitryAssociate Financial Advisor (Foster City)Foster City, CA$85,000–$115,000 / yearp>The 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. This role owns a segment of client relationships (typically <$1M AUM), delivers a high-quality client experience, and partners closely with Financial Advisors on larger, more complex households.
ASSOCIATE DIRECTOR, WEALTH ADVISOR Cresset Capital Management LLCASSOCIATE DIRECTOR, WEALTH ADVISORSan Francisco, CA$120,000–$150,000 / yearli>Possess strong wealth management acumen, along with an understanding of Cresset's investment philosophy and ongoing general market outlook, portfolio construction and management, goals-based financial planning, risk management, alongside estate, tax and philanthropic planning considerations. Review and understand estate documents (entity structures, estate plan, wills, beneficiaries, trustees) and tax returns; collaborate with other internal teams (Wealth Planning, Wealth Strategy, Tax) and external providers as needed.
ASSOCIATE, WEALTH ADVISOR Cresset Capital Management LLCASSOCIATE, WEALTH ADVISORSan Francisco, CA$100,000–$130,000 / yearli>Build a strong wealth management acumen with an understanding of Cresset's investment philosophy and ongoing general market outlook, portfolio construction and management, goals-based financial planning, risk management, alongside estate, tax and philanthropic planning considerations. Review and understand estate documents (entity structures, estate plan, wills, beneficiaries, trustees) and tax returns; collaborate with other internal teams (Wealth Planning, Wealth Strategy, Tax) and external providers as needed.
Style Advisors, San Mateo EquinoxStyle Advisors, San MateoSan Mateo, CAPart timep>We are looking for energetic, creative, and enthusiastic Style Advisors to join the Equinox team at its state-of-the-art location in San Mateo! 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/.
NewStyle 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/.
NewStyle Advisors, Palo Alto EquinoxStyle Advisors, Palo AltoPalo Alto, CAPart timep>We are looking for energetic, creative, and enthusiastic Style Advisors to join the Equinox team at its state-of-the-art location in Palo Alto! 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/.
Architecture Advisor- West SAP SEArchitecture Advisor- WestPalo Alto, CAp>What you bring: Considerable experience with software/IT organizations as an IT Architecture or Enterprise Architecture Advisor and/or specific expertise with software solutions through Solution Management, Sales, Presales, Adoption/Consumption, Consulting or Business Development, demonstrating successful outcomes over multiple years. AAs are responsible for bridging the gap between the customer's business strategy and relevant solutions through crafting the to-be business and solution architectures and designing a transformation roadmap at the enterprise level to facilitate the customer's adoption of Cloud-based architectures.
J.P. Morgan Wealth Management - Executive Director, Wealth Advisor JPMorgan Chase & CoJ.P. Morgan Wealth Management - Executive Director, Wealth AdvisorSan Francisco, CAKnowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds) will also be a plus. Knowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds.
Data & AI Solution Advisor - WEST SAP SEData & AI Solution Advisor - WESTSan Francisco, CAp>Additionally, you carry critical accountability for cross‑entity enablement, aligning and empowering account teams, solution advisors, delivery organizations, and ecosystem with the guidance, frameworks, and clarity required to execute consistently and confidently in technology integration and acquisition scenarios. Acting as a trusted advisor to customers and internal stakeholders, you translate complex integration challenges into clear, holistic, and differentiated SAP Data & AI strategies and architectures, reinforcing customer trust and safeguarding long‑term investments.
Regional Director, Independent Advisors (Remote/In-Territory Eligible) - Northern California Dimensional Fund AdvisorsRegional Director, Independent Advisors (Remote/In-Territory Eligible) - Northern CaliforniaCARemoteJust as important, the Regional Director must have a strong business development and client service orientation and understand the issues and challenges Advisors face in building a client-centric, fee-based business. • Present Dimensional Fund Advisors investment capabilities, investment theory and performance to Financial Advisors, branch offices, company conferences and industry functions.
Associate Wealth Advisor Focus Financial PartnersAssociate Wealth AdvisorMenlo Park, CaliforniaTo learn more about Focus, visit www.focusfinancialpartners.com or follow the company on LinkedIn. For California Applicants: Information on your California privacy rights can be foundhere.
Registered Client Service Associate - Ameriprise Financial Advisors - San Jose, CA AmeripriseRegistered Client Service Associate - Ameriprise Financial Advisors - San Jose, CASan Jose, CaliforniaAs a Registered Client Service Associate, you will provide dedicated support to high producing advisor(s) by preparing portfolio materials for client meetings, leverage your analytical skills to build financial plans, and lead client interactions to retain and develop deeper relationships.
Branch Manager, Ameriprise Financial Advisors - Walnut Creek, CA AmeripriseBranch Manager, Ameriprise Financial Advisors - Walnut Creek, CAWalnut Creek, CaliforniaKey responsibilities include growth of existing advisor practices through business plan coaching on key revenue drivers, bringing new talent to the organization through successful recruiting and acquiring of external practices, leading with integrity, and developing a strong culture to optimize relationships and resources within the office.
VP, Executive Management Advisor Trinity Life SciencesVP, Executive Management AdvisorSan Francisco, CAp>Trinity's salary bands account for a wide range of factors that are considered in making compensation decisions including but not limited to skill sets and market demand for skills; level of experience and training; specific qualifications, performance, time in role/company, geographic location, and other business and organizational needs. VP, Executive Management Advisor, will report directly into the SVP and be the overall account lead for 10-12 large/mid-size accounts overseeing contracted business advisory services and business development efforts across all TGaS Advisors solutions.