Chief Financial Officer Fay Nutrition LLCChief Financial OfficerSan Francisco, CAEqually strong fits include leaders from fast-scaling consumer marketplaces, services-heavy platforms, or enterprise software businesses with complex unit economics and CAC/LTV dynamics. Our b2b2c business-in-a-box solution empowers dietitians to deliver high-quality, affordable nutrition care, helps patients take control of their health, and enables payers to build healthier member populations.
Senior Wealth Advisor - Hybrid Cetera Financial Group IncSenior Wealth Advisor - HybridOakland, CACetera Financial Group (Cetera) is a network of independent retail firms, including those that are members of FINRA/SIPC: Cetera Advisors LLC; Cetera Wealth Services, LLC (formerly known as Cetera Advisor Networks); Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors); and Cetera Financial Specialists LLC. Cetera Financial Group (Cetera) is a leading network of independent retail broker-dealers and registered investment advisers empowering the delivery of objective financial advice to individuals, families, and company retirement plans across the country through trusted financial advisors and financial institutions.
Senior Software Engineer, Cloud Infrastructure AltruistSenior Software Engineer, Cloud InfrastructureSan Francisco, CA$200,000–$250,000 / yearArchitect, deploy, and operate production AWS infrastructure supporting high-availability financial services workloads (EKS, MSK, RDS/Aurora PostgreSQL, OpenSearch, ElastiCache, S3, CloudFront, and more). As the industry evolves rapidly with generative AI and agentic workflows, we need engineers who combine deep AWS and Kubernetes expertise with the vision and initiative to define how AI/ML tools and patterns can transform infrastructure operations, developer productivity, and platform resilience.
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.
Executive Assistant to CFO Prologis IncExecutive Assistant to CFOSan Francisco, CA$52.88–$67.31 / hourServe as a polished and professional liaison between the CFO and key internal and external stakeholders, including executive leadership, Board members, investors, auditors, banking partners, external advisors, Finance leaders, and cross-functional business partners. Support the operating rhythm of the CFO's office by planning and facilitating Finance and leadership meetings, coordinating logistics, preparing materials, capturing key discussion points, tracking decisions, and driving follow-up on action items to ensure accountability and execution.
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.
Mortgage Loan Advisor East West Bancorp IncMortgage Loan AdvisorSan Francisco, CAResponsible for generating business through direct marketing efforts to outside sources such as realtors, builders, attorneys, and professionals in the assigned areas to develop the mortgage business • Participate in all steps related to the origination of a mortgage loan including but not limited to, meeting with prospects, counseling borrowers, taking mortgage applications, collecting relevant documents and information to satisfy loan conditions, primary face to face, as well as by phone • Cross-sells and promotes the Bank and its services to the clients • Maintain contacts with clients throughout the application process to keep them advise of status • Maintain current and thorough knowledge of all lending programs, policies, procedures, and regulatory requirements • Works closely with the mortgage operations teams from time of application through closing • May perform other duties as assigned including contacting borrowers for loan retention purpose. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement.
NewWealth & Relationship Advisor, Digital Solutions AumniWealth & Relationship Advisor, Digital SolutionsFremont, CATwinThread is seeking a Financial Advisor to deliver personalized investment solutions and foster strong client relationships. The ideal candidate will have at least 2 years of experience in financial services and necessary licenses such as Series 7 and Series 66.
NewEstate Planning Advisor Empirical Wealth ManagementEstate Planning AdvisorSan Francisco, CAWe are seeking an Estate Planning Advisor to lead and support sophisticated estate and wealth transfer planning for high-net-worth individuals, families, and business owners within Empirical Wealth Management's integrated advisory model. The Estate Planning Advisor will work closely with financial advisors, tax professionals, and external attorneys to design, implement, and maintain estate planning strategies that align with clients' goals, family dynamics, and financial circumstances.
Wealth Management Advisor - San Francisco, CA Teachers Insurance and Annuity Association of America (TIAA)Wealth Management Advisor - San Francisco, CASan Francisco, CABusiness 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. TIAA offers an industry-leading benefits package including a top-tier retirement plan, tuition reimbursement, hybrid-flex work arrangements, and robust professional development resources - because taking care of our people is just as important as taking care of our clients.
IF Central Financial Analyst Intel CorpIF Central Financial AnalystSanta Clara, CA$73,820–$96,100 / yearThe successful candidate must demonstrate the following: Strong analytical rigor and attention to detail, with comfort working in spreadsheets or similar data tools and an interest in developing capability in financial models, Power BI, Power Query, and planning processes. Key responsibilities for the role include: Support execution of the LRP and financial planning processes by maintaining high-quality data inputs, supporting templates, and helping ensure core models are accurate, reliable, and decision-ready.
Financial Professional - CA, San Francisco (5233) Equitable Financial Life Insurance CompanyFinancial Professional - CA, San Francisco (5233)San Francisco, CA414996true414996falseSubmission for the position Financial Professional - CA San Francisco 5233 - Job Number 2600004Xfalse414996falsetrueFinancial Professional - CA San Francisco 52332600004XUNITED STATES-CA-San FranciscoUNITED STATES-CA-San FranciscoEquitable AdvisorsEquitable Advisors Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Equitable Advisors LLC member FINRA SIPC Equitable Financial Advisors in MI and TN and affiliate Equitable Network LLC Equitable Network Insurance Agency of California LLC Equitable Network Insurance Agency of Utah LLC Equitable Network of Puerto Rico Inc.
Strategist, Agent Development - Financial Services SierraStrategist, Agent Development - Financial ServicesSan Francisco, CaliforniaOur financial services team partners closely with these organizations to set their AI strategies and build modern tools that carefully handle moments when a person’s private anxiety meets an institution’s procedural muscle - the instant before a family learns whether they are pre-approved for a mortgage; the claustrophobic half hour after someone notices a fraudulent charge; the frustrating experience of losing a card and needing to order a new one. Our financial services customers span systemically important banks, neobanks committed to building more delightful banking software (1 in 3 of the world's leading banks use Sierra!), insurers that provide protection for life’s most challenging moments, vertically integrated ecosystems like Rocket Companies, and more.
Senior Investment Advisor Arta Finance Wealth Management LLCSenior Investment AdvisorSan Francisco, CA$110,000–$180,000 / yearOur offers are based on salary bands that are updated periodically using market benchmarks and consider geographic location as well (for example, higher cost regions like San Francisco or New York). At Arta Finance, we are product builders, machine learning researchers, finance professionals, and business leaders determined to create a better way to manage our financial lives.
Inventory Planner - GreenRow Williams Sonoma IncInventory Planner - GreenRowSan Francisco, CA$71,400–$83,850 / yearYou will use forecasting tools to optimize inventory flow, drive margin, and support top-line sales, while partnering cross-functionally with Merchants, Allocation, Ecommerce, and Distribution to identify opportunities and maintain inventory targets. We offer beautifully-designed, stylish and functional products for every area of the home, including the kitchen, living room, bedroom, home office, closet, laundry room and even outdoor spaces.
NewSenior Estate Planning & Wealth Transfer Advisor Empirical Wealth ManagementSenior Estate Planning & Wealth Transfer AdvisorSan Francisco, CAEmpirical Wealth Management seeks an Estate Planning Advisor to lead sophisticated estate and wealth transfer planning for high-net-worth individuals, families, and business owners within our integrated advisory model. You will collaborate with financial advisors, tax professionals, and attorneys to design, implement, and maintain estate strategies aligned with clients' goals and family dynamics.#J-18808-Ljbffr.
ASSOCIATE, WEALTH ADVISOR Cresset Capital Management LLCASSOCIATE, WEALTH ADVISORSan Francisco, CA$100,000–$130,000 / yearBuild 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.
Wealth Management Advisor - San Francisco, CA TIAAWealth Management Advisor - San Francisco, CASan Francisco, CABusiness 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. TIAA offers an industry-leading benefits package including a top-tier retirement plan, tuition reimbursement, hybrid-flex work arrangements, and robust professional development resources - because taking care of our people is just as important as taking care of our clients.
Senior Manager - Strategic Advisory Edward D Jones & Co LPSenior Manager - Strategic AdvisorySan Francisco, CATalent Capability and Generations Hub Locations: Colleagues assigned to work within a Talent Capability or Generations Hub are expected to work a minimum of four in-office days per week, unless engaged in business offsite. The Senior Manager will be a key member of an advisory pod that will work with Enterprise and business segment leaders to help advise and evaluate strategies for high-impact enterprise undertakings and growth initiatives.
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.
Sales Enablement Lead - Advisor Recruiting & Integration Wells Fargo & CoSales Enablement Lead - Advisor Recruiting & IntegrationSan Francisco, CA$185,000–$300,000 / yearThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. Wells Fargo is seeking a Sales Enablement Lead - Advisor Recruiting & Integration to play a pivotal role in advancing advisor recruiting and onboarding integration by delivering tools, insights, reporting, and content that improve execution across the full recruiting lifecycle.
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.
Financial Planner (San Francisco Bay Area) Mercer AdvisorsFinancial Planner (San Francisco Bay Area)San Francisco, CaliforniaToday, 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.*. For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team.
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.*.
Financial Representative Entry Level Northwestern Mutual - San FranciscoFinancial Representative Entry LevelSan Francisco, CAFull timeBeyond our office, we invest in the communities we serve—supporting local initiatives, funding advisor-led impact programs, and engaging through dedicated field advisory councils that represent and advocate for diverse voices. Industry Awards DEI Finalist, the Gen Impact Awards Top 3 Diversity & Inclusion Council recognition, the 2024 Northwestern Mutual Diversity & Inclusion Excellence Team Award, and Forbes’ Best-In-State Top Financial Security Professionals list.
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.
Power Purchase Agreement Accounting Advisor GooglePower Purchase Agreement Accounting AdvisorSunnyvale, CAFull timeExperience 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).
Senior Trade Finance Advisor Western Alliance BancorpSenior Trade Finance AdvisorSan Jose, CA$148,830–$183,850 / yearWhat you'll do: As a Senior Trade Finance Advisor, you''ll be responsible for structuring, analyzing, and supporting trade finance solutions for commercial clients, with a core focus on Commercial Letters of Credit (LCs), Standby Letters of Credit (SBLCs), and Export-Import (EXIM) loan facilities. Advise corporate and commercial clients on trade finance solutions, including: import/export commercial letters of credit (LCs), standby letters of credit (SBLCs) for performance and financial obligations, and EXIM loan programs and financing structures.
Senior Financial Planner (San Francisco Bay Area) Mercer AdvisorsSenior Financial Planner (San Francisco Bay Area)San Francisco, California$85,850–$101,000 / yearToday, 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.*. For more than 40 years, Mercer Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate, insurance, and more, all managed by a single team.
Senior IS Advisor, Treasury Services Division The Federal Reserve SystemSenior IS Advisor, Treasury Services DivisionSan Francisco, CA$136,600–$187,800 / yearIn your role as a Senior IS Advisor, you will consult on and support infrastructure/business applications' information security activities focused on continuous monitoring, vulnerability management, security risk management and security policy/governance, as well as the ongoing enhancements to security policy, assurance reviews, and improvements in security posture and operational capabilities. The Treasury Services Division (TSD) Security Operations Team, newly integrated into the Information Security & Policy portfolio, has an immediate opening for a Senior IS (Information Security) Advisor reporting to the Senior Manager.
NewWealth Advisor Associate - Grow to Lead Clients Dormont Manufacturing CompanyWealth Advisor Associate - Grow to Lead ClientsMenlo Park, CADormont Manufacturing Co in Menlo Park, California, seeks a qualified candidate to support Wealth Advisors in delivering exceptional client services. The ideal candidate will have a Bachelor's degree along with certifications such as CFP or CFA, and 4-8 years of relevant experience.
NewSenior Private Wealth Advisor Practice Lead EmpowerSenior Private Wealth Advisor Practice LeadSan Francisco, CAYou will provide tailored financial planning and proactive wealth management for high‑net‑worth households, coordinating with a Wealth Advisor and a Client Experience Specialist to deliver a first‑class client experience. Empower is seeking a Senior Private Wealth Advisor – Practice Lead in the San Francisco Bay area to serve as the lead advisor within a dedicated client team.
Senior Wealth Advisor (San Francisco/Menlo Park/Walnut Creek) Mercer AdvisorsSenior Wealth Advisor (San Francisco/Menlo Park/Walnut Creek)San Francisco, California$170,000–$210,000 / yearThe 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.
NewSenior Private Wealth Advisor Flexible, In-Person Client Leader EmpowerSenior Private Wealth Advisor Flexible, In-Person Client LeaderSan Francisco, CAEmpower is seeking a senior Wealth Advisor to lead a dedicated client team serving high net worth clients in the San Francisco area. You will collaborate with a Wealth Advisor and Client Experience Specialist to deliver comprehensive financial planning, investment guidance, and proactive relationship management.
Wealth Advisor, Schwab Wealth Advisory The Charles Schwab CorpWealth Advisor, Schwab Wealth AdvisoryCampbell, CAClient Experience: Ability to build trust by listening actively, asking thoughtful questions, and clearly translating complex financial concepts into guidance clients can understand and act on. Coachability: Actively seeks, receives, and applies feedback; communicates openly about development needs and adjusts approach to continuously improve advisory effectiveness.
Sr. Manager, Wealth Advisor - Schwab Wealth Advisory The Charles Schwab CorpSr. Manager, Wealth Advisor - Schwab Wealth AdvisoryCampbell, CATime Management: Ability to set an operating cadence for a book of business-prioritizing high-impact activities, coordinating across partners, and proactively communicating tradeoffs, timelines, and next steps-while ensuring service consistency and follow-through on complex, multi-workstream client needs. Client Experience: Demonstrated ability to lead complex client relationships by diagnosing needs through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions by translating sophisticated planning and investment concepts into clear, tailored guidance that drives action and deepens trust.
NewUHNW Wealth Advisor Associate - Growth & Planning Mercer AdvisorsUHNW Wealth Advisor Associate - Growth & PlanningSan Francisco, CAYou will deepen client relationships while leveraging the firm's expert team, playing a key role in delivering comprehensive financial strategies and enhancing client experiences. Mercer-Advisors is seeking an Associate Wealth Advisor I to work with ultra-high-net-worth families, providing tailored financial planning and solutions.
NewClient Advisor StifelClient AdvisorSan Francisco, CaliforniaFull time1919 Investment Counsel has a team of portfolio managers, research analysts and client service professionals that work together to construct investment portfolios that are tailored to each client’s specific needs and objectives and to deliver tailored solutions that preserve, build and manage wealth for 1919 Investment Counsel’s clients. 1919 Investment Counsel manages more than $24 billion of client assets and has offices in Baltimore, Birmingham, Cincinnati, New York, San Francisco, Philadelphia and Vero Beach.
NewETF External Wholesaler: Grow Advisor Relationships & Assets Zacks Investment ManagementETF External Wholesaler: Grow Advisor Relationships & AssetsSan Francisco, CAA leading investment management firm is seeking an experienced ETF External Wholesaler to raise and retain assets by promoting ETF strategies to financial advisors. You will develop business plans to grow ETF sales, build relationships with clients, and collaborate across teams.
NewPrivate Wealth Advisor Norman AlexPrivate Wealth AdvisorSan Francisco, CaliforniaResponsible for advising on and implementing investment, banking and trust/estate solutions for core clients with assistance from the integrated team (Investor, Capital Advisor and Wealth Advisor. Hunters mentality and will work effortlessly to prospect and acquire new clients as well as new assets from new and existing High Net Worth clients focused in the US.
Director, Sales Business Management Consultant Advisor Services The Charles Schwab CorpDirector, Sales Business Management Consultant Advisor ServicesSan Francisco, CARemoteDesign and develop scalable sales training curriculum and learning assets based on a proven history of successfully having helped other financial services firms increase sales, including presentations, tools, and other resources that support advisor adoption and implementation. Through consulting engagements, workshops, training programs, and thought leadership, the team helps advisory firms grow, improve profitability, scale effectively, align their teams, and prepare for the future.
NewSenior Private Wealth Advisor, Practice Lead - San Jose/Santa Cruz Empower RetirementSenior Private Wealth Advisor, Practice Lead - San Jose/Santa CruzSan Jose, CA$125,400–$181,875 / yearAdvanced 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 skillsProven ability to navigate multiple client needs, deliver on multi‑product goals, and analyze and present investment portfolios to clientsBachelor's degree in business or related discipline or equivalent experienceFINRA Series 65 requiredFINRA fingerprinting requiredCFP strongly preferredWhat we offer youWe offer an array of diverse and inclusive benefits regardless of where you are in your career. The Ideal candidate lives in the Santa Cruz/San Jose CA area and is excited to meet with clients in person, based on client needs.**This position offers competitive bonus compensation on top of the base pay**The Senior Private Wealth Advisor, Practice Lead (Personal Strategy) plays a vital role in helping clients achieve long-term financial success by serving as a trusted advisor and primary point of contact for high-net-worth client households.
Associate Wealth Advisor, UHNW (San Francisco Bay Area) Mercer AdvisorsAssociate Wealth Advisor, UHNW (San Francisco Bay Area)San Francisco, California$106,250–$125,000 / yearThe Associate Wealth Advisor I focuses on deepening relationships with an established base of 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.
NewAssociate Wealth Advisor - Hightower Signature Wealth HighTower AdvisorsAssociate Wealth Advisor - Hightower Signature WealthSan Ramon, CA$75,000–$80,000 / yearHightower's capital solutions, operational support services, size and scale empower its vibrant community of independent-minded wealth advisors to grow their businesses and help their clients achieve their financial vision. Securities are offered through Hightower Securities, LLC, Member FINRA/SIPC.You are a U.S. citizen, U.S. permanent resident or have other unrestricted U.S. work authorization and will not require sponsorship for U.S. work authorization now or anytime in the future.3160
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.
NewBlock Advisors Accounting Specialist H&R BlockBlock Advisors Accounting SpecialistCUPERTINO, California$19.28–$28.89 / hourFull timeProvide bookkeeping and payroll services to Block Advisors small business clients including accurate and timely recording of financial transactions, financial statement generation, sales tax filing, bank reconciliation, and other miscellaneous bookkeeping and payroll services as needed. Partner with Tax Advisors to deploy an effective two-way referral method to assist in the overall development of the business services client base serviced by Block Advisors.
Americas | Planner Networking Demo CorpAmericas | Planner NetworkingSan Francisco, CaliforniaAs an Origin Network Financial Planner, you'll get to work with members from all walks of life, from the new grads starting their careers to senior leaders beginning to think about retirement and help them reach their goals. Build relationships with members: Build and maintain strong member relationships through meetings, answering messages, providing exceptional service, and addressing their financial concerns.
Senior Financial Advisor CoreTechsSenior Financial AdvisorSanta Clara, CA$140,000–$200,000 / yearKnowledge: 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. Since 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.
Assistant Manager (P1-1376819-5) Panda Restaurant Group IncAssistant Manager (P1-1376819-5)La Jolla, CA$31.50–$34.50 / hourWith close to 2,800 locations globally, we continue our mission of delivering exceptional Asian dining experiences by building an organization where people are inspired to better their lives. Employees must prepare hot and cold foods, use Chinese cook knife and other kitchen equipment and work quickly without losing accuracy.