NewBusiness Development Associate (Foster City) SummitryBusiness Development Associate (Foster City)Foster City, CA$70,000–$80,000 / yearBD Event Planning and other Miscellaneous: Manage on-site, off-site, and virtual event planning: logistics, location, food, A/V technology, presentation (content development and final product), and event follow-up actions (post-event email campaigns, risk analysis software actions, prospective client outreach). Join an innovative and collaborative team dedicated to becoming the most admirable advisory firm, helping families thrive amid the unique opportunities and challenges of life in the Bay Area.
Investment Banking Analyst - San Francisco GP BullhoundInvestment Banking Analyst - San FranciscoSan Francisco, CaliforniaSupport the client during each phase of the process, including advising shareholders on intrinsic valuation, preparing transaction materials, assessing best potential partners, facilitating introductions, contacts and negotiations between parties, all with a focus on ensuring the best possible outcome. Highly organised team work to manage a transaction process, including well thought-out investor and buyer engagement throughout a road show, effective communication with the client and careful coordination of other advisors and service providers.
Asset & Wealth Management, Growth Equity Investing, Associate - San Francisco / New York The Goldman Sachs Group IncAsset & Wealth Management, Growth Equity Investing, Associate - San Francisco / New YorkSan Francisco, CAAssociates in Growth Equity Investing will be integrally involved with all aspects of the investment cycle including: Sourcing, identifying and evaluating attractive investment themes and opportunities; Building relationships with management teams, senior advisors and external industry experts; Performing due diligence; Financing and closing investments as well as developing, monitoring and implementing value creation strategies at our existing portfolio companies. As the primary investing area within Goldman Sachs (NYSE: GS), we deliver investment and advisory services for the world's leading institutions, financial advisors and individuals, drawing from our deeply connected global network and tailored expert insights, across every region and market-overseeing approximately $3.6 trillion in assets under supervision worldwide as of December 31, 2025.
NewUHNW Wealth Planning Associate The Goldman Sachs GroupUHNW Wealth Planning AssociateSan Francisco, CA$75,000–$125,000 / yearIn this role, you will work closely with advisors to develop relationships with ultra-high net worth clients and provide comprehensive financial planning services. Candidates should have a Bachelor's degree and strong skills in communication, organization, and problem-solving.
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.
NewManaging Director, Venture & Growth Stage Lending StifelManaging Director, Venture & Growth Stage LendingSan Francisco, CAThis role involves sourcing new opportunities (both debt and banking/deposit only), structuring debt solutions, managing a portfolio of clients, and leading/managing a team of professionals to drive growth and innovation in the technology and life sciences sectors. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Lead Financial Advisor Claire Myers ConsultingLead Financial AdvisorSan Francisco, CaliforniaOur client is a highly respected, team-oriented wealth management firm with a strong track record of long-term client relationships and internal collaboration. They are seeking a Lead Financial Advisor who can step into a meaningful client-facing role immediately, managing sophisticated relationships while contributing to the continued growth of the firm.
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.
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.
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.
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
Chief Financial Officer UCSF Medical CenterChief Financial OfficerSan Francisco, CA7+ years of increasing Accounting and operations management experience in a health care setting, preferably with an Academic Medical Center, encompassing financial management, strategic planning and organizational development, clinical practice management, and human resources management. The Department has an operating budget of $230 million (in FY26), including $70M in contracts with the City and County of San Francisco and its departments for community-based programs, with total staffing of nearly 1,500, including over 500 faculty, 170 trainees, and 750 staff.
Principal Financial Analyst - Corporate Fp&A MarvellPrincipal Financial Analyst - Corporate Fp&ASanta Clara, CAHighlights include an employee stock purchase plan with a 2-year look back, family support programs to help balance work and home life, robust mental health resources to prioritize emotional well-being, and a recognition and service awards to celebrate contributions and milestones. As a Principal Financial Analyst within our Corporate FP&A team you will be a trusted partner to some of the most senior leaders in the company, from the SVP of Finance to the finance professionals embedded across every business unit and support function.
NewWealth Advisor Cerity PartnersWealth AdvisorLos Altos, CA$165,000–$175,000 / yearOnboard new client relationships through organic pipelines, Custodian Referral Programs, and Workplace Solution Programs.* Lead and/or actively participate in prospect presentations and guide new clients through the onboarding process.* Lead client meetings through all phases of our wealth planning process.* Coordinate with internal departments (tax, legal, investment teams etc.) to ensure a holistic approach to each client's financial plan.* ## Wealth AdvisorApplyremote type: Onsitelocations: Los Altos, CAtime type: Full timeposted on: Posted 2 Days Agojob requisition id: R700**Position Summary:**The Principal Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service needs and developing personalized wealth planning strategies.
Client Advisor Freestone Capital ManagementClient AdvisorSan Francisco, California$150,000–$175,000 / yearHeadquartered in Washington, with a team of over 120 professionals, we are dedicated to delivering a highly personalized experience that combines intelligent, thoughtful advice with unique investment strategies and comprehensive financial planning. We help our advisors with growth through a number of channels including seeding with existing clients and through our SAN and other channel partners in addition to supporting their organic growth efforts.
Senior Investment Advisor Arta FinanceSenior Investment AdvisorMountain View, California$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.
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.
NewSenior Private Wealth Advisor, Practice Lead Empower RetirementSenior Private Wealth Advisor, Practice LeadSan Jose, CAEmpower Retirement in San Jose, CA seeks a Senior Private Wealth Advisor - Practice Lead to serve as the lead advisor within a dedicated client practice team, delivering personalized wealth guidance to high-net-worth households. The successful candidate will guide collaboration with a Wealth Advisor and Client Experience Specialist, establishing a first-class client experience and strategic planning#J-18808-Ljbffr.
Student Services Advisor and Program Coordinator (5157C) Job #87114 - Electrical Engineering and Co University of CaliforniaStudent Services Advisor and Program Coordinator (5157C) Job #87114 - Electrical Engineering and CoBerkeley, CA$74,700–$103,800 / yearThe Department is actively engaged in teaching and research in the disciplines of Artificial Intelligence, Computational Biology, Databases, Graphics, Hardware / Architecture, Human-Computer Interaction, Operating Systems / Networking, Programming Systems / Software, Scientific Computing, Theory, Vision (in Computer Science) as well as Biosystems, Communication/Networking, Communications/Physical Layer, Control, Design, Modeling, and Analysis, Electromagnetics/Antennas, Integrated Circuits, Optics, Physical Electronics Devices, Physical Electronics/MEMS, Optoelectronics, Energy, Robotics, Signal Processing for Image & Video, Signal Processing for Speech & Audio (in Electrical Engineering). Plans and implements outreach programs with specifically targeted institutions; advises prospective applicants on necessary academic preparation; advises on the appropriateness of the program as it pertains to the prospective applicant's goals; utilizing in-depth knowledge of the organization's admissions criteria, helps rank applicants for admissions; evaluates domestic and international transcripts for degree eligibility; initiates and arranges student recruitment visits to Berkeley.
AWM | Private Bank | Regional Lending Advisor, Vice President - San Francisco The Goldman Sachs Group IncAWM | Private Bank | Regional Lending Advisor, Vice President - San FranciscoSan Francisco, CA$85,000–$270,000 / yearThe Vice President, Capital Markets (Securities-Based Lending) will play a critical role in delivering market-based financing solutions to high net worth and ultra-high net worth clients. The role partners closely with Private Wealth Advisors, underwriting, and risk partners to originate, structure, and manage sophisticated securities-based lending solutions while maintaining a strong control and risk discipline.
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.
Vice President, Enforcement Senior Advisor & Operations Financial Industry Regulatory Authority IncVice President, Enforcement Senior Advisor & OperationsSan Francisco, CAFINRA employees are required to disclose to FINRA all brokerage accounts that they maintain, and those in which they control trading or have a financial interest (including any trust account of which they are a trustee or beneficiary and all accounts of a spouse, domestic partner or minor child who lives with the employee) and to authorize their broker-dealers to provide FINRA with duplicate statements for all of those accounts. Additional insurance includes basic life, accidental death and dismemberment, supplemental life, spouse/domestic partner and dependent life, and spouse/domestic partner and dependent accidental death and dismemberment, short- and long-term disability, long-term care, business travel accident, disability and legal.
Graduate Student Advisor (5156C), Department of Music #87451 University of CaliforniaGraduate Student Advisor (5156C), Department of Music #87451Berkeley, CA$75,000–$87,000 / yearThe Graduate Student Advisor provides guidance and support to faculty and to graduate students in the Department of Music through the full cycle of graduate study: application, admission, immigration, residency, financial support (including stipends, fellowships and employment), academic progress tracking, fulfillment of campus requirements, and finally graduation. As a condition of employment, the final candidate who accepts a conditional offer of employment will be required to disclose if they have been subject to any final administrative or judicial decisions within the last seven years determining that they committed any misconduct; received notice of any allegations or are currently the subject of any administrative or disciplinary proceedings involving misconduct; have left a position after receiving notice of allegations or while under investigation in an administrative or disciplinary proceeding involving misconduct; or have filed an appeal of a finding of misconduct with a previous employer.
Credit Solutions Advisor - Woodside Plaza Bank of AmericaCredit Solutions Advisor - Woodside PlazaRedwood City, 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.
NewHybrid College Affordability Advisor - Bay Area uAspireHybrid College Affordability Advisor - Bay AreaSan Francisco, CAA background in supporting low-income and first-generation students is preferred, along with strong communication and organizational skills.#J-18808-Ljbffr. The role requires building relationships, completing necessary financial aid forms, and participating in educational events with students.
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 - Capitol & Aborn - Preferred Vietnamese Bank of AmericaCredit Solutions Advisor - Capitol & Aborn - Preferred VietnameseSan 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 - 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.
Credit Solutions Advisor - Alum Rock - Preferred Spanish Bank of AmericaCredit Solutions Advisor - Alum Rock - Preferred SpanishSan 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 - 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.
Wealth Management Advisor - San Jose CA U.S. BancorpWealth Management Advisor - San Jose CASan Jose, CAWMAs advise clients using U.S. Banks Asset Management Group (AMG) or U.S. Bancorp Investments open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a clients unique situation. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Asset & Wealth Management - Private Wealth Advisor - San Francisco The Goldman Sachs Group IncAsset & Wealth Management - Private Wealth Advisor - San FranciscoSan Francisco, CARequired qualifications, skills and experience: • Record of academic and professional achievement • Four plus years of private wealth management, financial services, or related professional experience • Prior sales, fundraising, business development or investing experience preferred • Series 7, 63 and 3 licenses (if unlicensed at time of hire, to be obtained within three months of starting at the firm) • Demonstrated strong connectivity within an established network • Entrepreneurial spirit coupled with a desire to work in a team-oriented environment • Exceptional client focus, business development, and relationship management skills • Excellent analytical and interpersonal skills with the ability to build and foster a strong network of relationships • Creative approach to problem solving and developing innovative solutions for clients • Self-motivated and able to work in an autonomous, yet collaborative environment • Commitment to excellence and a high level of integrity. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services.
Student Services Advisor III (5156C) - Materials Science and Engineering University of CaliforniaStudent Services Advisor III (5156C) - Materials Science and EngineeringBerkeley, CA$64,260–$87,360 / yearCommunicates important information to students in multiple modalities; responsive and available for consultation both drop in and scheduled; acts as trusted resource and consultant for students; serves as liaison and advocate with the department on behalf of student populations; serve as in-house expert on current and evolving campus and COE policies regarding student affairs, union contracts, and pertinent business systems; creates a holistic and integrated program vision for the specific responsibilities outlined below. Recruitment and Admissions: Plans and implements outreach programs with specifically targeted institutions; advises prospective applicants on necessary academic preparation; appropriateness of program as it pertains to the prospective applicant's goals; utilizing in-depth knowledge of the organization's admissions criteria, helps rank applicants for admissions; collects and organizes data, analyzes trends, proposes and implements activities to increase yield, retention, satisfaction, and outcomes.
Senior Advisor: Market Regulation & Regulatory Service Agreement (RSA) Financial Industry Regulatory Authority IncSenior Advisor: Market Regulation & Regulatory Service Agreement (RSA)San Francisco, CA$158,000–$355,400 / yearBoston, MA: $158,000.00 - $355,400.00 Chicago, IL: $173,600.00 - $340,200.00 Denver, CO: $158,000.00 - $308,900.00 Jericho, NY: $158,000.00 - $370,700.00 Jersey City, NJ: $189,600.00 - $370,700.00 New York, NY: $189,600.00 - $370,700.00 Rockville, MD: $181,500.00 - $355,400.00 Tysons, VA: $181,500.00 - $355,400.00 Washington, DC: $181,500.00 - $355,400.00 Woodbridge, NJ: $173,600.00 - $370,700.00 . FINRA employees are required to disclose to FINRA all brokerage accounts that they maintain, and those in which they control trading or have a financial interest (including any trust account of which they are a trustee or beneficiary and all accounts of a spouse, domestic partner or minor child who lives with the employee) and to authorize their broker-dealers to provide FINRA with duplicate statements for all of those accounts.
NewHybrid Wealth Advisor: Planning-Centric Client Lead Focus Partners LLCHybrid Wealth Advisor: Planning-Centric Client LeadMenlo Park, CAFocus Partners in Menlo Park is looking for a Senior Associate Wealth Advisor to enhance client relationships through personalized financial planning. This role involves collaborating with Wealth Advisors, creating investment strategies, and managing client communications.
Senior Advisor: Market Regulation & Regulatory Service Agreement (Rsa) Financial Industry Regulatory Authority, Inc.Senior Advisor: Market Regulation & Regulatory Service Agreement (Rsa)San Francisco, CA$158,000–$355,400 / yearBoston, MA: $158,000.00 - $355,400.00 Chicago, IL: $173,600.00 - $340,200.00 Denver, CO: $158,000.00 - $308,900.00 Jericho, NY: $158,000.00 - $370,700.00 Jersey City, NJ: $189,600.00 - $370,700.00 New York, NY: $189,600.00 - $370,700.00 Rockville, MD: $181,500.00 - $355,400.00 Tysons, VA: $181,500.00 - $355,400.00 Washington, DC: $181,500.00 - $355,400.00 Woodbridge, NJ: $173,600.00 - $370,700.00 . FINRA employees are required to disclose to FINRA all brokerage accounts that they maintain, and those in which they control trading or have a financial interest (including any trust account of which they are a trustee or beneficiary and all accounts of a spouse, domestic partner or minor child who lives with the employee) and to authorize their broker-dealers to provide FINRA with duplicate statements for all of those accounts.
Customer Care Advisor Circle Internet Financial LLCCustomer Care AdvisorSan Francisco, CARemote$29.50–$41 / hourCircle's platform includes the world's largest regulated stablecoin network anchored by USDC, Circle Payments Network for global money movement, and Arc, an enterprise-grade blockchain designed to become the Economic OS for the internet. What you'll be responsible for: You'll be a part of a truly amazing team of people working directly with customers around the world, helping them to utilize the full potential of Circle while providing an outstanding customer experience with every interaction.
Sales Advisor IV - Bay Area (For Future Consideration) Rivian Automotive IncSales Advisor IV - Bay Area (For Future Consideration)Milpitas, CA$43,500–$54,400 / yearRivian may use your Candidate Personal Data for the purposes of (i) tracking interactions with our recruiting system; (ii) carrying out, analyzing and improving our application and recruitment process, including assessing you and your application and conducting employment, background and reference checks; (iii) establishing an employment relationship or entering into an employment contract with you; (iv) complying with our legal, regulatory and corporate governance obligations; (v) recordkeeping; (vi) ensuring network and information security and preventing fraud; and (vii) as otherwise required or permitted by applicable law. Rivian may share your Candidate Personal Data with (i) internal personnel who have a need to know such information in order to perform their duties, including individuals on our People Team, Finance, Legal, and the team(s) with the position(s) for which you are applying; (ii) Rivian affiliates; and (iii) Rivian's service providers, including providers of background checks, staffing services, and cloud services.
Veterans Resource Center (VRC) Advisor and School Certifying Official (SCO) Samuel Merritt UniversityVeterans Resource Center (VRC) Advisor and School Certifying Official (SCO)Oakland, CaliforniaJob Description Summary: The Veterans Resource Center (VRC) Advisor serves as the institution’s primary and designated School Certifying Official (SCO) and is responsible for the administration of U.S. Department of Veterans Affairs (VA) education benefits. Bachelor’s degree from a regionally accredited institution in Student Affairs, Higher Education Administration, Education, Counseling, Social Work, Public Administration, Health Sciences Administration, or a closely related field.
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.
NewSenior Wealth Advisor High-Net-Worth Planning Boutique RecruitingSenior Wealth Advisor High-Net-Worth PlanningMountain View, CA$135,000–$250,000 / yearThe position offers a salary range of $135,000 - $250,000 per year DOE and includes comprehensive health coverage, paid time off, and contributions to a Health Savings Account.#J-18808-Ljbffr. The ideal candidate possesses a strong technical background combined with exceptional communication skills, with at least 5 years of experience in financial advisory.
Financial Analyst, Cloud Finance Google LLCFinancial Analyst, Cloud FinanceSunnyvale, CAPartner with stakeholders across Sales, Product, BD, and Controllership as a trusted strategic advisor and financial thought leader, influencing executive decision-making and ensuring alignment between functional roadmaps and corporate financial targets. As a key partner to the Engineering, Supply Chain, Demand Planning, Product, GTM Sales and Services organizations, you will provide the financial and strategic insight necessary to scale global footprint and lead the AI revolution.
Financial Analyst, Cloud Sales Finance Google LLCFinancial Analyst, Cloud Sales FinanceSunnyvale, CAIn this role, through performance management, investment frameworks, and a focus on operational excellence, you will empower our sales partners to achieve their goals and drive long-term value for Google Cloud. Serve as a financial advisor to the subregion leadership team, translating financial data into actionable business insights to drive sustainable growth and profitability.
Project Veterans Thrive (TRIO Grant) - Academic Success Advisor (Temporary) California State UniversityProject Veterans Thrive (TRIO Grant) - Academic Success Advisor (Temporary)Hayward, CAWhile wellness counseling is not therapy, the Academic Success Advisor supports students with academic & realistic self-appraisal, growth mindset, locus of control, positive self-concept, anxiety, managing interpersonal conflicts, developing a support network, developing plans of self-support, motivation and long-term goal setting. Furthermore, the Academic Success Advisor provides personal wellness counseling to support students in the development of non-cognitive skills including academic & realistic self-appraisal, growth mindset, locus of control, positive self-concept, motivation and long-term goal setting.
Wealth Advisor, Managing Director BakerAvenueWealth Advisor, Managing DirectorSan Francisco, CAOther credentials a plus 4-year college degree with a preferred emphasis in economics, business, finance, accounting or similar field Very strong knowledge of finance and capital markets required Experience with Alternative Investments, Tax loss harvesting strategies and option overlay strategies Technical expertise in financial planning, retirement planning, investment management and cash flow/capital needs planning analysis A passion for financial planning & growing. We look for highly motivated candidates with a strong desire to deliver successfully, learn new skills, assume additional responsibilities and advance their career Strong abilities to multi-task, manage various client requests and effectively prioritize Unquestioned commitment to integrity in personal and professional activities Demonstrated ability to work effectively in a team environment Confidence to work directly with senior leaders and high-net worth clients.
Principal Advisor, AI Partnerships Fiserv IncPrincipal Advisor, AI PartnershipsSunnyvale, CA$183,000–$276,000 / yearYou will work across product, partnerships, risk, legal, compliance, security, and engineering to build a scalable onboarding model that supports innovation while maintaining enterprise-grade controls, regulatory alignment, and platform integrity. Experience you'll need to have: 8+ years of experience in partnerships, product management, vendor management, fintech strategy, risk operations, or a related function supporting technology platforms or regulated environments.
Audit Advisor - Assurance - Audit Services - Manager - Multiple Positions - 1725641 Ernst & Young Global LtdAudit Advisor - Assurance - Audit Services - Manager - Multiple Positions - 1725641San Francisco, CAIf you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, type Option 2 (HR-related inquiries) and then type Option 1 (HR Shared Services Center), which will route you to EY's Talent Shared Services Team or email SSC Customer Support at ssc.customersupport@ey.com. Provide accounting insights to clients in a clear and concise manner, including insights into complex accounting issues such as revenue recognition, share-based compensation, business combinations and internal controls.
Senior Home Lending Advisor - San Francisco, CA JPMorgan Chase Bank, N.A.Senior Home Lending Advisor - San Francisco, CASan Francisco, CAFull timeJoin our fun, high-energy team as a Senior Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers' chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. Collaborates with your team to create an outstanding customer experience by utilizing centrally managed direct mail, media advertisements, cross-sell efforts, relocation programs, statement programs, Chase.com, electronic newsletters, outbound lead sourcing, and other marketing efforts.