NewSr. Manager, Wealth Advisor - Schwab Wealth Advisory Charles SchwabSr. Manager, Wealth Advisor - Schwab Wealth AdvisoryCampbell, CAAdditional Requirements CFP® designation or CFA® designationBachelor's degreeActive FINRA Series 7 license May be obtained with a 120‑day condition of employmentActive FINRA Series 66 license (or equivalent) May be obtained within the first 120 daysIn addition to the salary range, this role is also eligible for bonus or incentive opportunities. What you have Required Qualifications 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.
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.
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.
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.
Deals - Financial Due Diligence, Manager - Midwest, West PwCDeals - Financial Due Diligence, Manager - Midwest, WestSan Francisco, CA$99,000–$232,000 / yearPreference for at least one of the following fields of study: Accounting, Actuarial Science, Analytics/Data Science, Business Administration/Management, Computer Science/Information Systems, Economics, Finance, Health Administration/Public Health, Mathematics/Statistics, Risk Management/Insurance. PwC does not intend to hire experienced or entry level job seekers who will need, now or in the future, PwC sponsorship through the H-1B lottery, except as set forth within the following policy: https://pwc.to/H-1B-Lottery-Policy .
NewSenior Wealth Advisor - Hybrid, San Francisco Boston Staffing PartnersSenior Wealth Advisor - Hybrid, San FranciscoSan Francisco, CAThis full-time hybrid role involves providing financial planning, investment strategies, and retirement planning services to clients. Preferred qualifications include CFP or CFA certification with a strong track record of success in wealth management.
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
Associate Wealth Advisor, UHNW (San Francisco Bay Area) Mercer AdvisorsAssociate Wealth Advisor, UHNW (San Francisco Bay Area)San Francisco, CaliforniaThe 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.
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.
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.
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.
Energy Market Advisor - Energy Advisory Services (Remote) WSP Global IncEnergy Market Advisor - Energy Advisory Services (Remote)San Francisco, CARemote$106,100–$189,000 / yearThis role focuses on power market modeling, production cost modeling, integrated resource planning, and strategic advisory, helping clients navigate complex market dynamics, regulatory environments, and energy transition challenges. The ideal candidate brings deep expertise in energy systems modeling (e.g., PLEXOS, ProMod, GridView, etc), quantitative analytics, and electricity market operations, along with experience delivering client-facing insights across generation, transmission, and emerging energy technologies.
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.
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 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.
Senior Wealth Advisor & Practice Lead - Wealth Management / Personal Strategy - Bay area region Empower Annuity Insurance Co of AmericaSenior Wealth Advisor & Practice Lead - Wealth Management / Personal Strategy - Bay area regionSan Jose, CA$104,800–$148,075 / yearThe Senior Wealth Advisor, Practice Lead plays a vital role in helping Empowers Personal Strategy clients achieve long-term financial success by serving as a trusted advisor and primary point of contact for mass affluent households, focusing on clients in the Greater SF Bay Area area. This role is focused on retaining and growing net assets over time by delivering proactive, tailored financial advice through a highly personal and strategic approach that is Easy, Personal and Enlightening.
Asset Management - Client Advisor - RIA Channel, Northern California JPMorgan Chase Bank, N.A.Asset Management - Client Advisor - RIA Channel, Northern CaliforniaSan Francisco, CAFull timeOur history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P.
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.
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.
Wealth Advisor Teachers Insurance and Annuity Association of America (TIAA)Wealth AdvisorPalo Alto, CA$80,000–$95,000 / yearBusiness 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. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
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 - Cambrian Park Bank of AmericaCredit Solutions Advisor - Cambrian ParkSan 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 - 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.
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.
Vice President, Enforcement Senior Advisor & Operations Financial Industry Regulatory Authority, Inc.Vice 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.
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.
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.
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.
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, 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. Employees may only maintain securities accounts that must be disclosed to FINRA at one or more securities firms that provide an electronic feed (e-feed) of data to FINRA, and must move securities accounts from other securities firms to a firm that provides an e-feed within three months of beginning employment.
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.
NewBSBA Associate Academic Advisor (SSP II) California State UniversityBSBA Associate Academic Advisor (SSP II)Hayward, CAAbility to interpret and apply program rules and regulations; use initiative and resourcefulness in planning work assignments and in implementing long-range program improvements; obtain factual and interpretative information through interviews; reason logically; collect, compile, analyze and evaluate data and make verbal or written presentations based on these data; advise students individually and in groups on routine matters where required; recognize multicultural, multisexed and multi‑aged value systems and work accordingly; establish and maintain cooperative working relationships with faculty, CSU administrators, student organizations, private and public agencies and others in committee work, and student advising and community contacts; and, rapidly acquire a general knowledge of the overall operation, functions and programs of the campus to which assigned. The role includes closely working with students on academic concerns, ensuring adherence to university policies, and assessing the urgency and complexity of students' needs to refer them to Academic Advisors, Directors, Department Chairs, or other relevant campus resources when necessary.
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.
Restaurant Manager Raising Cane'sRestaurant ManagerMorgan Hill, CAFull timeIt also includes both inside and outside work in varied temperatures, working with and around food products, common allergens, industrial equipment, commercial cleaning products that require the use of personal protective equipment and physical activities necessary to complete the responsibilities of the job. The physical work environment includes working in a fast-paced kitchen environment (which requires extended periods of physical exertion, such as walking, standing, lifting and bending) and interacting with customers.
Street Outreach Advisor Pacific Health GroupStreet Outreach AdvisorSanta Cruz County, CA$49,920–$56,160Build and maintain referral-generating partnerships that support access to Enhanced Care Management, Community Supports, Behavioral Health, Street Medicine, and Case Health Worker services. Through in-person outreach and strong partnerships with community-based organizations, they help create reliable referral pathways across healthcare, behavioral health, housing, and other essential supports.
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.
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.
Senior Home Lending Advisor, San Jose, CA JPMorgan Chase Bank, N.A.Senior Home Lending Advisor, San Jose, CASan Jose, 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.
Wealth Management Advisor - Aptos, California US BankWealth Management Advisor - Aptos, CaliforniaAptos, CA$65,000–$80,200 / yearIn 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. Centralized marketing support, local marketing, and sales enablement tools including thought leadership content, local events, social media, email, and sales enablement tools.
NewAdobe - Principal Value Advisor 3Q Digital, Inc.Adobe - Principal Value AdvisorSan Jose, CARemote$122,700–$155,000 / yearYou will operate inside value realization frameworks such as Adobe''s Value Realization Acceleration (VRA), partner closely with Sales, Professional Services, and Customer Success during high-stakes milestones like renewals and expansions, and bring experience from agile program environments to keep your work synced with how delivery teams actually operate. Partner Across the Account Team During High-Stakes Milestones: Influence without formal authority across Sales, Professional Services, and Customer Success to align value narratives at renewal and expansion moments, and sync your work with delivery teams operating in agile and scaled-agile frameworks.
Senior SOX Risk Advisor Intuit IncSenior SOX Risk AdvisorMountain View, CA$120,000–$162,500 / yearWithin SRCO, the SOX Risk Advisory team acts as strategic advisors to business process owners, control owners, and our Technology Compliance and Risk Management Organization (TCRM) to ensure financial reporting integrity and readiness for business change. In this high-impact role, reporting to the Senior Manager of SOX Risk Advisory, you'll drive strategic SOX readiness projects and provide risk advisory expertise across many process areas to ensure compliance with SOX while enabling process excellence.
Consumer Loan Advisor Mirastar FCUConsumer Loan AdvisorSan Jose, California$29.77–$38 / hourUtilize available tools (credit reports, loan origination systems, CRM, and core systems) to structure solutions, evaluate creditworthiness, and present tailored loan options (rate, term, and structure). Education and/or Experience: High school diploma and2 to 4 years of experience in consumer lending, financial services sales, or credit analysis within a financial institution, or an equivalent combination of education and consumer lending experience.
Lead SOX Risk Advisor Intuit IncLead SOX Risk AdvisorMountain View, CAIn this high-impact role, reporting to the Senior Manager, SOX Risk Advisory, you'll drive strategic SOX readiness projects and provide risk advisory expertise across many process areas to ensure compliance with SOX while enabling process excellence. Within SRCO, the SOX Risk Advisory team acts as strategic advisors to business process owners, control owners, and our Technology Compliance and Risk Management Organization (TCRM) to ensure financial reporting integrity and readiness for business change.