Credit Solutions Advisor - Capitol & Aborn - Preferred Vietnamese Bank of America CorpCredit Solutions Advisor - Capitol & Aborn - Preferred VietnameseSan Jose, 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 - Cambrian Park Bank of America CorpCredit Solutions Advisor - Cambrian ParkSanta Clara, 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.
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.
PT Sales Advisor - San Francisco Anine BingPT Sales Advisor - San FranciscoSan Francisco, CAAbility to meet physical demands, including but not limited to: standing and walking for extended periods; frequent bending, reaching, squatting, and climbing ladders; lifting and carrying up to 50 pounds; moving merchandise and fixtures; operating POS systems; and performing all essential job functions in a fast-paced retail environment, with or without reasonable accommodation. ANINE BING is a Los Angeles-based fashion house founded in 2012 that blends elements of Scandinavian simplicity with American energy to offer modern wardrobe essentials for women seeking a timeless yet rebellious approach to everyday style.
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.
Credit Solutions Advisor - Alum Rock - Preferred Spanish Bank of America CorpCredit Solutions Advisor - Alum Rock - Preferred SpanishSan Jose, 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.
Travel Sales Advisor AAA Northern California, Nevada and Utah Insurance ExchangeTravel Sales AdvisorSan Francisco, CACross-sells products such as credits cards and membership - both independently and by collaborating with specialized team members. Advisors must be self-sufficient and self-motivated in order to succeed and should possess world-wide travel knowledge while being able to work with a high level of accuracy.
Business Solutions Advisor - Greater San Francisco Market area Bank of America CorpBusiness Solutions Advisor - Greater San Francisco Market areaMountain View, 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.
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.
Credit Solutions Advisor - Almaden Valley Bank of AmericaCredit Solutions Advisor - Almaden ValleySan Jose, CaliforniaMinimum of 2 years of mortgage origination experience, or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships, and/or self-source business combined with a proven record in consultative sales and delivering tailored financial solutions. Presents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messaging.
Credit Solutions Advisor - San Leandro Main Bank of AmericaCredit Solutions Advisor - San Leandro MainSan Leandro, CaliforniaMinimum of 2 years of mortgage origination experience, or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships, and/or self-source business combined with a proven record in consultative sales and delivering tailored financial solutions. Presents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messaging.
Credit Solutions Advisor - Blackhawk Bank of AmericaCredit Solutions Advisor - BlackhawkDanville, CaliforniaMinimum of 2 years of mortgage origination experience, or equivalent experience demonstrating the ability to assess client needs, leadership ability, build trust, deepen relationships, and/or self-source business combined with a proven record in consultative sales and delivering tailored financial solutions. Presents potential home lending product solutions, submits the mortgage application, assists clients with gathering supporting loan documentation, and keeps clients informed throughout the mortgage loan process through outbound calls, email, and online messaging.
Credit Solutions Advisor - Danville - Spanish Preferred Bank of AmericaCredit Solutions Advisor - Danville - Spanish PreferredDanville, 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.
Eight Sleep Advisor, Sales Eight SleepEight Sleep Advisor, SalesSan Francisco, CaliforniaWe're launching our first mobile showroom in the San Francisco Bay Area, an intimate, one-on-one Pod demo experience that meets consumers at their offices, outside their home in the driveways, and neighborhoods. Your role is to deliver an educational, immersive, and exciting experience to every guest, guiding them through the Pod's technology, consulting on how it fits their lifestyle, and facilitating a seamless sale.
NewFinancial Solutions Advisor Stage I- Newark Financial Center Bank of America CorpFinancial Solutions Advisor Stage I- Newark Financial CenterNewark, CA$65,000–$75,000 / yearResponsibilities:• Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as 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 clienteleRequired Qualifications:• Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.• Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).•
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.
Student Advisor Think AcademyStudent AdvisorSan Jose, CaliforniaRemoteTheThinkAcademy.com ), a 100% owned subsidiary of TAL Education Group(NYSE: TAL), is recently established education technology (Ed-Tech) company to provide K-12 extra-curricular learning services through science and technology. At Think Academy, we provide full cycle service to foster local children’s ability to think critically, to strengthen their logic skills, and to help them fulfill their goals through innovative teaching techniques.
Education Sales Consultant / School Advisor Think AcademyEducation Sales Consultant / School AdvisorSan Jose, CaliforniaThis position focuses on student assessment, parent consultation, and enrollment support , helping families identify the most suitable learning path based on each student’s academic needs. You will play a key role in conducting placement evaluations, recommending appropriate classes , and ensuring a smooth and positive experience for both new and existing families.
Service Advisor Frontier FordService AdvisorSanta Clara, CaliforniaOur dealership seeks an automotive service advisor who loves greeting customers, assessing customer needs and scheduling appointments for our capable service technicians. In this role, you’ll use your product knowledge as a service advisor and draft cost estimates, evaluate warranty protections, and coordinate necessary repairs.
Sales Advisor - Dyson Home ActionLinkSales Advisor - Dyson HomeDANVILLE, CA$24–$26 / hourActionLink is on the lookout for a dynamic Part-Time Sales Advisor to join our Dyson Home Team as an in-store expert at Costco in Danville! Dazzle and Demonstrate: Showcase Dyson products as the ultimate time-savers and top-quality choices.
BOTTEGA VENETA Client Advisor, Nordstrom Valley Fair Kering SABOTTEGA VENETA Client Advisor, Nordstrom Valley FairSan Jose, CA$21–$23 / hourHow you will contribute: Meet and exceed monthly sales goals and KPI's thru client outreach; developing new clients via appointments and consignments, informing all clients of new collection deliveries, in-store events and relevant brand initiatives. Effectively utilize the Bottega Veneta Client Journey and other selling techniques (cross-selling, multiple selling, upselling, etc.) to maximize each transaction, improve KPI's and close sales.
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.
Associate, Wealth Advisor Cresset CapitalAssociate, Wealth AdvisorSan Francisco, CABuild 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.
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.
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.
Universal Banker Horizon BancorpUniversal BankerFremont, CAWe're seeking passionate individuals who thrive in a fast-paced environment, possess unparalleled people skills, and are driven by a desire to help others achieve their financial goals. Regularly move about the branch to access teller line, file cabinets, storage drawers and various office equipment, such as cash counters and printers.
Customer Service Advisor (Heavy Equipment Parts & Service Sales) The Pape Group, IncCustomer Service Advisor (Heavy Equipment Parts & Service Sales)Fremont, CAProgressive Vacation Plans, Sick Leave & Paid Holidays - Members receive 80 hours of vacation (First year is prorated for new hires based on start date), 40 hours of Sick Leave, and 7 paid holidays each year. Every day you will be responsible for relationship-based selling with our customers by determining what our customers' needs are, recommending solutions, and providing these services to them.
Junior Software Engineer Odoo SAJunior Software EngineerBrisbane, CA$85,000–$105,000 / yearOdoo is an open-source enterprise resource planning (ERP) platform that helps companies manage and streamline their operations through a single, fully integrated system. Investigate technical issues by identifying root causes, describing symptoms, quantifying scope, and proposing both short-term fixes and long-term solutions.
NewBrand Standards, Guest Experience, & Food Safety Advisor Ecolab Inc.Brand Standards, Guest Experience, & Food Safety AdvisorOakland, CA$53,600–$80,300 / yearBuilding on a century of innovation, our 48,000 associates help deliver comprehensive science-based solutions, data-driven insights and world-class service to advance food safety, maintain clean and safe environments, and optimize water and energy use, and improve operational efficiencies and sustainability for customers in the food, healthcare, life sciences, hospitality and industrial markets in more than 170 countries around the world. Adhere to HIPAA guidelines (where applicable) while completing operational visits within hotels, restaurants, convenience stores, the education sector, healthcare and senior living facilities by interacting with staff and residents.
Style Advisors, San Francisco EquinoxStyle Advisors, San FranciscoSan Francisco, CAFull timep>We are looking for energetic, creative, and enthusiastic Style Advisors to join our team at Equinox Union Street! 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/ .
NewSenior Private Wealth Advisor, Practice Lead - Bay area Empower RetirementSenior Private Wealth Advisor, Practice Lead - Bay areaSan Francisco, CA$136,800–$198,375 / 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. What You Will DoServe as the lead advisor within a dedicated client team, working in close collaboration with a Wealth Advisor and Client Experience Specialist to build lasting relationships with a dedicated book of high net worth Empower clientsProvide a first-in-class client experience servicing needs related to client onboarding, financial planning, and investor education.
Style Advisor, Van Mission EquinoxStyle Advisor, Van MissionSan Francisco, CAPart timep>We are looking for energetic, creative, and enthusiastic Style Advisors to join our team at Equinox Sports Club San Francisco! 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/ .
Sales Advisor Seeking Former Educator/Coach Northwestern Mutual - San FranciscoSales Advisor Seeking Former Educator/CoachSan Francisco, CAFull timeDEI Finalist, Forbes Best-In-State, and Training Magazine ’s APEX Award, we combine industry-leading training with a strong commitment to community investment and inclusive leadership. See the Impact of Your Work: Just as you’ve seen the difference you’ve made in the classroom or on the field, a career in financial services could allow you to witness firsthand how your advice and guidance can lead to meaningful, lasting changes in your clients’ lives.
Style Advisors, Union Street EquinoxStyle Advisors, Union StreetSan Francisco, CAPart timep>We are looking for energetic, creative, and enthusiastic Style Advisors to join the Equinox team at its state-of-the-art location on Union Street! 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/ .
Style Advisors, Sports Club San Francisco EquinoxStyle Advisors, Sports Club San FranciscoSan Francisco, 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 Francisco 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/ .
Style Advisors, San Ramon EquinoxStyle Advisors, San RamonSan Ramon, CAPart timeFor more information regarding our career opportunities, please visit one of our clubs or our website at https://careers.equinox.com/ . In addition to Equinox, our other brands, SoulCycle and Equinox Hotels are all recognized for inspiring and motivating members and employees to maximize life.
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.
Service Advisor Pape' KenworthService AdvisorSan Leandro, CA$27.20–$39.44 / hourFull timeAs our Service Advisor, you will ensure that all service department work orders are opened, maintained, proofed, and closed in the most efficient way possible, all while ensuring you provide an excellent experience for our customers. Progressive Vacation Plans, Sick Leave & Paid Holidays – Members receive 80 hours of vacation (First year is prorated for new hires based on start date), 1 hour of sick leave for every 40 hours worked, and 7 paid holidays each year.
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.
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.
Advisor Network Member – Equity Capital Raising Initio CapitalAdvisor Network Member – Equity Capital RaisingSan Francisco, CARemote$5,000–$7,000As a RaiseOS Advisor, you’ll leverage your expertise and network to guide clients through the fundraising process while earning competitive compensation for successful outcomes. RaiseOS, powered by Initio Capital , is a modern capital-raising platform designed to help founders and fund managers efficiently close equity rounds.
Automotive Service Advisor | Earn $80K-$100K+ | Monday-Friday - 2422 PromotiveAutomotive Service Advisor | Earn $80K-$100K+ | Monday-Friday - 2422Morgan Hill, CA$80,000–$100,000 / yearSome positions may require a valid driver's license, motor vehicle record review, background screening, drug or alcohol screening, or other job-related pre-employment requirements based on the duties of the position, the client's lawful requirements, and applicable federal, state, and local law. If you enjoy building relationships with customers, keeping a busy shop organized, and working with a team that values professionalism and customer service, we'd love to hear from you.
Service Advisor Stevens Creek LincolnService AdvisorSan Jose, CaliforniaThe responsibilities of a Service Advisor include greeting customers, listening to their needs, and scheduling appointments as needed. Past experience as a service advisor, assistant lane manager or service consultant is a plus.
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
Financial Advisor Northwestern MutualFinancial AdvisorCampbell, California$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Senior Wealth Advisor Columbia BankSenior Wealth AdvisorSan Jose, 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.
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.
NewFund Advisor Fish NetworkFund AdvisorMenlo Park, CA$75,000–$200,000Fish Network is building the infrastructure for the “Neofund” era, enabling emerging managers to launch compliant, on-chain investment clubs (“Fish Schools”) with built-in custody, governance, and capital formation rails. Unlike traditional crowdfunding portals that act purely as matchmakers (often resulting in poor deal quality and high issuer costs), Fish Network introduces structured coordination, expert-led diligence, and on-chain capital deployment.
School Advisor / Front Desk Think AcademySchool Advisor / Front DeskCupertino, CaliforniaThe School Advisor and Coordinator represents the image of Think Academy — responsible for welcoming new families, guiding them through program options, and ensuring that both new and existing students enjoy a positive, supportive experience at the campus. As the first point of contact for parents and students, you will conduct learning assessments, analyze students' academic needs, recommend personalized learning pathways, and guide families through the enrollment process.
Part Time Style Advisor Ermenegildo Zegna NVPart Time Style AdvisorLivermore, CA$18–$20 / hourHere's how you'll bring this role to life each day - making it your own and shaping it with your unique talents and expertise: Deliver a memorable in-store customer experience by following the ZEGNA Selling Flow and embodying the ZEGNA Mindset. As PART TIME Style Advisor, based in Sunrise, FL, you will bring your unique strengths to our San Francisco Outlet Team, helping us deliver an exceptional, personalized luxury shopping experience that reflects ZEGNA heritage and craftsmanship.