NewCommercial Sales Representative - Title Insurance - CA Pernini Recruiting CompanyCommercial Sales Representative - Title Insurance - CASan Francisco, CA$100,000–$150,000 / yearOur client, a leading financial services company and one of the nation’s premier providers of title insurance and real estate transaction services, is seeking a Commercial Sales Representative with deep local market knowledge and strong San Francisco connections to drive mid-to-large commercial transactions. This opportunity offers substantial earning potential, uncapped commissions, and the ability to build long-term client relationships in an underserved and highly competitive market.
Relationship Manager - Wealth Management Kforce Inc.Relationship Manager - Wealth ManagementSan Francisco, CA$130,000–$135,000Active Series 7, 63 and must maintain investment adviser representative (RA) registration, where required, in their place of business state and any other state(s) where the individual maintains a physical place of business; Additional product licenses may be required. 4+ years of business experience in a financial advisor or relationship manager or client engaging related role within financial services with experience communicating directly with clients.
Financial Services Representative (Summer Employee) Monterra Credit UnionFinancial Services Representative (Summer Employee)San Mateo, CATemporaryPart timeUnder the supervision of the branch manager and/or a senior member of staff, they will greet members and prospects in person and on the phone in a highly enthusiastic, efficient and effective manner, exhibiting above and beyond service skills. Responsible for meeting member needs, responding to inquiries, resolving member issues and directing members in the branch and lobby to the appropriate employee for service.
Financial Assistance Representative I (Collections Representative) Redwood Credit UnionFinancial Assistance Representative I (Collections Representative)Napa, CA$27–$35 / hourRedwood Credit Union is looking for a Financial Assistance Representative I who will be responsible for performing a wide variety of semi-routine duties of moderate complexity requiring the exercise of discretion, initiative, judgment, independent analysis, and detailed knowledge of departmental procedures. Member Contact: o Contact members with delinquent loans, negative shares, and Visa accounts to arrange payments, assess account status, and restore services.
Financial Service Representative -Vacaville Branch Travis Credit UnionFinancial Service Representative -Vacaville BranchVacaville, CaliforniaMaintains working knowledge about new account membership eligibility requirements and services all new and existing accounts including IRAs, Trusts, and Business Accounts. Manages member relationships and loyalty through use of TCU’s Client Relationship Management tool (CRM), focusing on activities related to achieving members’ financial goal(s).
Financial Service Representative -Pleasant Hill Branch Travis Credit UnionFinancial Service Representative -Pleasant Hill BranchPleasant Hill, CaliforniaMaintains working knowledge about new account membership eligibility requirements and services all new and existing accounts including IRAs, Trusts, and Business Accounts. Manages member relationships and loyalty through use of TCU’s Client Relationship Management tool (CRM), focusing on activities related to achieving members’ financial goal(s).
Financial Service Representative - Pinole Branch Travis Credit UnionFinancial Service Representative - Pinole BranchPinole, CaliforniaMaintains working knowledge about new account membership eligibility requirements and services all new and existing accounts including IRAs, Trusts, and Business Accounts. Manages member relationships and loyalty through use of TCU’s Client Relationship Management tool (CRM), focusing on activities related to achieving members’ financial goal(s).
Partner Development Representative | Financial Institutions Ramp Business CorpPartner Development Representative | Financial InstitutionsSan Francisco, CAConduct research on Private Equity & Venture Capital firms to understand fund structure, investment thesis, deal history, and key stakeholders to assess potential fit and tailor outreach to prospective partners. Our world-class Channel Sales organization is looking for self-motivated teammates with high social intelligence and a natural inclination for selling and partnering to accelerate our growth as we scale rapidly!
Part-Time Financial Services Representative 1st United Credit UnionPart-Time Financial Services RepresentativeHayward, CA$22.75–$29 / hourSupports branch goals by identifying and recommending products and services to members, open new memberships accurately, and offering basic loan products during new membership enrollment and during daily interactions with members. They will assist potential and current members in opening new memberships, introducing loan products, and ability to transition a member/non-member to the appropriate employee as necessary.
Full-Time Financial Services Representative - Livermore 1st United Credit UnionFull-Time Financial Services Representative - LivermoreLivermore, CA$24–$27 / hourSupports branch goals by identifying and recommending products and services to members, open new memberships accurately and offering basic loan products during new membership enrollment and during daily interactions with members. Reporting to the Retail Branch Manager, the Financial Services Representative''s primary responsibilities are to consult with members to identify needs, recommend products and services, offer solutions and ensure pending transactions are completed in a timely manner.
Financial Sales Representative I Citizens Business BankFinancial Sales Representative ISan Mateo, CA$20–$22.12 / hourThe FSR is responsible for the new accounts function of the Business Financial Center, identifies sales opportunities, makes appropriate referrals and meets or exceeds personal sales goals and achieves banks cross-sales goals. The FSR is responsible for retaining and developing good commercial business relationships that lead to business checking accounts and other service products offered by the Bank.
Field Sales Representative II, Financial Services Google LLCField Sales Representative II, Financial ServicesSan Francisco, CADevelop and implement sales strategies to surpass revenue targets and build trusted, consultative relationships with customers, while leveraging emerging technology trends, market analysis, and knowledge of cloud solutions to showcase how Google Cloud can transform customers" business. As part of an entrepreneurial team in this rapidly growing business, you will play a key role in understanding the needs of our customers and help shape the future of businesses of all sizes use technology to connect with customers, employees and partners.
Financial Advisor Northwestern MutualFinancial AdvisorSan Francisco, California$61,000–$250,000 / yearNorthwestern 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.
Financial Advisor II Patelco Credit UnionFinancial Advisor IISan Mateo, CAThis includes comparing and evaluating possible investment options for individual clients, identifying investment strategies and potential investments based on market conditions and clients' particular circumstances, and assessing the timing of investments by analyzing market conditions to determine the optimum times to conduct securities transactions for clients. Ability to communicate successfully and in a professional manner with clients, above average math aptitude, excellent oral and written communication skills, excellent decision making and problem-solving skills, superior amount of computer literacy and proofreading capabilities and strong organizational skills.
Financial Planner Career Changer Opportunity San FranciscoFinancial Planner Career Changer OpportunitySan Francisco, CaliforniaIndustry Awards DEI Finalist, Gen Impact Awards Top 3 Diversity & Inclusion Council recognition, the 2024 Northwestern Mutual Diversity & Inclusion Excellence Team Award, and Forbes’ Best-In-State Top Financial Security Professionals list, alongside the prestigious APEX Award from Training Magazine for our innovative, data-driven training programs. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Financial Advisor First Command Financial Services, Inc.Financial AdvisorFairfield, CAFirst Command Financial Services Inc. and its related entities are not affiliated with authorized to sell or represent on behalf of or otherwise endorsed by any federal employee benefit program, the U.S. government, the U.S. Armed Forces, or any other third-party mentioned on this site. What We Offer We have a specialized licensing and comprehensive training program designed for veterans transitioning service members and military spouses to start and grow a successful Financial Advisor career.
Assistant to Financial Advisor Cathay General BancorpAssistant to Financial AdvisorMillbrae, CASkills Ability to be proficient in Microsoft Office (Word, Excel, PowerPoint, and Outlook), strong communication and presentation skills, excellent follow-up and organizational skills, ability to work successfully both independently and as a team player, be well organized, detail-oriented, manage multiple tasks and priorities, and have excellent customer service and computer skills. We welcome applications for employment from all qualified candidates regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex, including pregnancy and related medical conditions, childbirth, and breastfeeding, reproductive health decision-making, sexual orientation, gender identity, expression, genetic information or characteristics, disability, or medical condition, military status, or status as a protected veteran, or any other status protected by applicable law.
Associate Financial Advisor Northern Trust CorpAssociate Financial AdvisorSan Francisco, CA$85,330–$145,130 / yearThe AFA will work with NTSI Capital Markets, Northern Trust Asset Management, and many Third-Party Asset Managers to develop expertise and knowledge to provide best in class execution and investment advice. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity.
CFO Ledgent Finance & AccountingCFOFremont, California$340,000–$390,000This role requires a strong operational mindset, particularly within warehouse and multi-site environments, and the ability to build meaningful internal and external partnerships. This leader will be a key partner to the CEO and executive team, driving financial strategy while remaining deeply engaged in day-to-day operations.
Associate Financial Advisor (Foster City) SummitryAssociate Financial Advisor (Foster City)Foster City, CA$85,000–$115,000 / yearThe Associate Financial Advisor (AFA) is a client-facing advisor-in-training role responsible for managing and growing relationships, while building the technical and advisory skills required to become a Financial Advisor. This role owns a segment of client relationships (typically <$1M AUM), delivers a high-quality client experience, and partners closely with Financial Advisors on larger, more complex households.
Sales Representative Entry Level Walnut Creek - Northwestern MutualSales Representative Entry LevelWalnut Creek, CAPrior Experience: First starting as an intern at Northwestern Mutual, then after graduating went into elementary school teaching, then moved into corporate sales, where she developed strong client relationship and communication skills, and then ultimately moved back into the finance space where she is on an ensemble team with her father and brother. Beyond the office, we proudly sponsor and support a variety of local organizations and events including Walnut Creek Girls Hockey, Toys for Tots, Oakland Pride, and the Walnut Creek Chamber of Commerce, contributing more than $11,600 to community initiatives.
VP Financial Advisor Wealth Enhancement Group LLCVP Financial AdvisorSan Francisco, CA$164,000–$250,000 / yearClick the following link to view Federal and E-Verify posters: LinkOSHA Requirements: This position requires the ability to stand or sit for long periods of time, file documents in high or low cabinets, to use the telephone and to use the computer systems. Actual compensation within this range will depend on your qualifications, skills, and credentials, educational and professional experience and actual compensation will depend on your productivity and sales numbers and can be below or exceed the range.
Financial Advisor - San Francisco Federal Credit Union LPL FinancialFinancial Advisor - San Francisco Federal Credit UnionSan Francisco, CaliforniaYou’ll partner closely with branch teams and community centers of influence to grow your book of business, deepen relationships, and deliver tailored financial solutions that support every stage of our members’ lives. As a Financial Advisor with San Francisco Federal Credit Union, you’ll be the trusted face of investment and insurance solutions within our branches—helping members make confident, values-based financial decisions.
Financial Advisor (Foster City) SummitryFinancial Advisor (Foster City)Foster City, CA$115,000–$150,000 / yearAdvisors maintain a focused client base (typically fewer than 100 households) and manage an established book of client relationships while contributing to organic growth through client referrals, COI relationships, and partnership with the firm’s Business Development team. CFP Certified (or 7 years of advisory services in a lead-advisor role, with comprehensive financial planning and business development experience; must pass the CFP within 2 years of hire).
Senior Financial Advisor (Foster City) SummitrySenior Financial Advisor (Foster City)Foster City, CA$150,000–$225,000 / yearAdvisors maintain a focused client base (typically fewer than 100 households) and manage an established book of client relationships while contributing to organic growth through client referrals, COI relationships, and partnership with the firm’s Business Development team. The Senior Financial Advisor (SFA) serves as the primary relationship owner for high-net-worth clients, delivering comprehensive financial planning and investment guidance.
Customer Engineer, Data Analytics, Financial Services Google LLCCustomer Engineer, Data Analytics, Financial ServicesSan Francisco, CANote: By applying to this position you will have an opportunity to share your preferred working location from the following: Atlanta, GA, USA; Cambridge, MA, USA; Chicago, IL, USA; Los Angeles, CA, USA; Sunnyvale, CA, USA; New York, NY, USA; Austin, TX, USA; San Francisco, CA, USA. Experience with "Big Data" technologies or concepts (e.g., analytics warehousing, data processing, data transformation, data governance, data migrations, ETL, ELT, SQL, Spark, performance or scalability optimizations, batch versus streaming).
Financial Analyst, YouTube Google LLCFinancial Analyst, YouTubeSan Bruno, CAFinancial Analyst YouTubeshare linkCopy linkemailEmail a friend corporate_fare YouTube place San Bruno CA USA bar_chart Mid Mid Experience driving progress solving problems and mentoring more junior team members deeper expertise and applied knowledge within relevant area. As a part of the YouTube Finance team you will be a part of the broader Strategy Analytics and Finance team SAF whose mission is to make YouTube commercially sustainable and more valuable by identifying and steering the business towards the biggest opportunities guiding the organization to make the best possible decisions and enabling effective implementation with proactive and trusted risk management.
Associate Financial Advisor Wells Fargo & CoAssociate Financial AdvisorSAN FRANCISCO, CAThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. FINRA Series 7 and 66 (or 63 and 65) examinations, or equivalent as well as state Variable, Life and Health insurance licenses must be completed within either a 90 or 180-day time period following commencement of employment, depending upon the number of license(s) needed if not immediately available to transfer upon hire.
Financial Advisor Valued Merchant ServicesFinancial AdvisorSan Francisco, CAFull timeA premier global investment banking and wealth management firm is seeking two high-performing Financial Advisors to join our expanding advisory teams in the San Francisco, New York, Houston, and Chicago markets. We are seeking entrepreneurial professionals with proven success serving high-net-worth individuals and families who are ready to elevate their practice, increase earnings potential, and build long-term enterprise value.
Financial Advisor - Sonoma & Napa, CA Corebridge FinancialFinancial Advisor - Sonoma & Napa, CAOakland, CaliforniaCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Sr. Director, Financial Planning & Analysis - Pleasanton, CA CalyxoSr. Director, Financial Planning & Analysis - Pleasanton, CAPleasanton, CA$250,000–$270,000 / yearThis role serves as a key strategic partner to the VP Finance, CFO and executive leadership team, leading financial planning, forecasting, and long-range strategy while providing actionable insights that influence the direction of the business. Director, Financial Planning & Analysis (FP&A) plays a pivotal role in shaping the company's financial strategy, driving enterprise-wide performance, and supporting executive decision-making in a fast-growing medical device organization.
Financial Advisor - BMO Bank LPL FinancialFinancial Advisor - BMO BankBerkeley, California$100,000–$140,000 / yearThis employment opportunity at BMO Bank in Berkeley, CA would allow you to join the Investment Program at BMO Bank as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to BMO Bank for financial solutions.
Financial Advisor - Patelco Credit Union LPL FinancialFinancial Advisor - Patelco Credit UnionSan Mateo, CaliforniaThis employment opportunity at Patelco Credit Union in San Mateo, CA would allow you to join the Investment Program at Patelco Credit Union as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Patelco Credit Union for financial solutions.
Financial Analyst CBRE Group IncFinancial AnalystSan Francisco, CACBRE serves clients through four business segments: Advisory (leasing, sales, debt origination, mortgage serving, valuations); Building Operations & Experience (facilities management, property management, flex space & experience); Project Management (program management, project management, cost consulting); Real Estate Investments (investment management, development). CBRE Group, Inc. (NYSE:CBRE), a Fortune 500 and S&P 500 company headquartered in Dallas, is the world's largest commercial real estate services and investment firm (based on 2024 revenue).
Sales Representative Entry Level Northwestern Mutual - San FranciscoSales Representative Entry LevelSan Francisco, CABeyond our office, we invest in the communities we serve—supporting local initiatives, funding advisor-led impact programs, and engaging through dedicated field advisory councils that represent and advocate for diverse voices. Industry Awards DEI Finalist, the Gen Impact Awards Top 3 Diversity & Inclusion Council recognition, the 2024 Northwestern Mutual Diversity & Inclusion Excellence Team Award, and Forbes’ Best-In-State Top Financial Security Professionals list.
Financial Counselor UnitedHealth Group IncFinancial CounselorGreenbrae, CAThis includes but is not limited to the information outlined belowInsuranceVerification of insurance eligibility benefits and authorizationsNotifying insurance payers of patient admissionsEnsure appropriate insurance coverage is listed within a patients accountFinancial AssistancePoint of contact for uninsured patientsCollaborate with Patient Financial Services and Med Data to screen patients for financial assistanceProvide estimates to patients for upcomingcurrent servicesCollectionsContact patients prior to their procedures and collect paymentsWork with patients to set up payment plans and loan programsAct as a liaison between patients and BCH upper management to create special payment arrangementsCustomer ServiceCollect confidential and sensitive information in a respectful mannerAssist patients departments and providers with eligibility benefits and authorization questions and cost informationRemain knowledgeable with changing workflowsTrainingOrienting and onboarding new team membersTesting and developing new workflowsUpdating reference guides as neededCollaborating with department trainers on new materials and training strategiesLeadershipNavigate difficult conversations resourcefully and respectfullyCommunicate protocols and complex terminology in a manner easy to understandMotivate teammates to achieve goals set by departmentComplete Revenue Cycle Overview Training to IncludeBasic understanding of how each part of the Revenue Cycle is integratedShadow multiple parts of the Revenue Cycle Scheduling Authorizations Registration BillingAbility to direct patients to the appropriate resource for questions regarding scheduling authorizations billing etc. ›Ireland & UK ›India ›Philippines ›Culture of Belonging›Employee Benefits›BlogJob seeker resources Login Bookmarked jobs 0 Career areas Clinical PhysiciansAdvanced practice cliniciansPharmacyBehavioral healthNursingMedical codingClinical support Corporate and business operations Administrative supportConsultingFinance and business analyticsLegal and complianceMarketing and communicationsPeople teamProject management Customer and support services BillingClaimsCustomer ServiceData entryEarly careers Sales and account management Account managementSalesSales management Technology and data Artificial intelligenceArchitectureBusiness systems analysisData analyticsData engineeringData scienceNetwork infrastructureProduct management & developmentSecurity and riskSoftware engineering Life here U.S. Culture of BelongingEmployee BenefitsMilitary Fellowship Program Ireland & UK Culture of BelongingEmployee Benefits India Culture of BelongingEmployee Benefits Philippines Culture of BelongingEmployee BenefitsJoin our talent communityOpen search formKeyword or job numberLocationGoExplore remote jobsPursue your passion and potentialFinancial Counselor Greenbrae California Apply Internal apply Bookmark job Jump to Our values Job description Benefits Testimonial Awards & recognitions Related content Caring.
Senior Financial Analyst Bio-Rad Laboratories IncSenior Financial AnalystHercules, CA$121,200–$166,700 / yearIn this highly visible and motivated team, you''ll partner with functional and business leaders to prepare budgets, forecasts, financial analysis, and provide ad hoc analysis to support decision making as needed. Reporting and analysis: Prepare and present monthly and quarterly financial reports to Manufacturing Leadership and other stakeholders; while maintaining financial models to support business planning and forward looking visibility.
Senior Accountant, Financial Reporting and Technical Accounting Bio-Rad Laboratories IncSenior Accountant, Financial Reporting and Technical AccountingHercules, CA$121,200–$166,700 / yearLead research, analysis, and technical accounting memos on non-routine and complex transactions (e.g., business combinations, asset acquisitions, impairments etc), establish accounting policies for new business transactions, and continuously improving existing policies. You will partner closely with Controllership, FP&A, Legal, SOX/Internal Audit, Investor Relations, and external auditors to ensure timely, compliant,and decision-useful disclosures aligned with U.S. GAAP, SEC requirements, and ICFR/SOX.
Merrill Advisor Development Program - Financial Advisor: San Francisco Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: San Francisco MarketSan Francisco, CA$80,000–$90,000 / yearEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences helping to create a work community that is culture driven, resilient, results focused and effective.
Merrill Advisor Development Program - Financial Advisor: East Bay Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: East Bay MarketWalnut Creek, CA$80,000–$90,000 / yearEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas, and experiences helping to create a work community that is culture driven, resilient, results focused, and effective.
PATIENT FINANCIAL ADVISOR AHMC Healthcare IncPATIENT FINANCIAL ADVISORDaly City, CAObtains signed patient acknowledgement of financial responsibility, interviews patients as referred, obtains and completes information for MSP, coordination of benefits (COB) and other regulatory forms as required, collaborates with AHMC Seton Medical Center Business Services collections staff to monitor patient accounts. Gathers and analyzes all patient information on medical needs, financial resources and circumstances, residential status, duration/type of care, patient eligibility for private, federal, state and county program coverage; provide full documentation for billing within limits specified by the appropriate agency and coverage source.
Allstate Insurance and Financial Services Account Manager Allstate Agency of Jared Burns-CoffinAllstate Insurance and Financial Services Account ManagerWalnut Creek, CAWe're moving quickly, looking across our businesses and brands, and taking bold steps to serve our customers' evolving needs better. Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.
Sr. Director, Financial Planning & Analysis - Pleasanton, CA Calyxo IncSr. Director, Financial Planning & Analysis - Pleasanton, CAPleasanton, CA$250,000–$270,000 / yearThis role serves as a key strategic partner to the VP Finance, CFO and executive leadership team, leading financial planning, forecasting, and long-range strategy while providing actionable insights that influence the direction of the business. Director, Financial Planning & Analysis (FP&A) plays a pivotal role in shaping the company's financial strategy, driving enterprise-wide performance, and supporting executive decision-making in a fast-growing medical device organization.
Vice President, Financial Planning Director - Western Region Morgan StanleyVice President, Financial Planning Director - Western RegionWalnut Creek, CA$140,000–$200,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The Financial Planning Director (FPD) partners with Financial Advisors to deliver a comprehensive and personalized planning experience for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.
Branch Manager, Ameriprise Financial Advisors - Walnut Creek, CA AmeripriseBranch Manager, Ameriprise Financial Advisors - Walnut Creek, CAWalnut Creek, CaliforniaKey responsibilities include growth of existing advisor practices through business plan coaching on key revenue drivers, bringing new talent to the organization through successful recruiting and acquiring of external practices, leading with integrity, and developing a strong culture to optimize relationships and resources within the office. At Ameriprise Financial, we take pride in providing our clients with a personalized experience every step of the way; if you thrive in an environment where you can help others and create a positive impact, we invite you to take your career to the next level by applying to join our team today!
Personal Financial Counselor, PFC - Travis AFB, CA Magellan Health IncPersonal Financial Counselor, PFC - Travis AFB, CACAServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Financial Advisor City National BankFinancial AdvisorSan Francisco, CARemoteThe SFA maintains overall responsibility for the assigned territory and the teams book of business with the FA focused on sales, client service responsibilities, and teaming with CNB colleagues for smaller Personal & Business Banking (PBB) wealth management opportunities or client relationships. Strong understanding of financial planning and the investment process, including familiarity with mapping clients investment needs to asset allocation models, structuring client investment portfolios, and portfolio analytics.
Director, Accounting Strategy & Financial Reporting AxonDirector, Accounting Strategy & Financial ReportingSan Francisco, CA$183,938–$294,300 / yearWork Location: This role is eligible to be based out of any of Axon's US hub offices (Atlanta/Peachtree Corners, Boston/Back Bay, NYC/Manhattan, Phoenix/Scottsdale, San Francisco/Presidio, Seattle/Downtown) and follows a hybrid schedule. Establish, maintain, and provide expertise on current and upcoming U.S. GAAP, including topics specific to M&A, private and public equity, debt instruments, consolidation, VIE and equity-method accounting, and the related presentation and disclosure requirements.
NewDirector, Financial Operations & Regulatory Reporting Tipalti IncDirector, Financial Operations & Regulatory ReportingFoster City, CA$170,000–$233,000 / yearYou will directly lead a global, cross-functional team across Regulatory Accounting, Commissions, and Stock Administration, serving as a critical liaison between Finance, Legal, Compliance, Sales, and People Operations. Communication: Excellent verbal and written communication skills, with the ability to translate complex financial concepts to non-finance stakeholders (Legal, Compliance, Sales, People Ops).
AVP, Recovery Systems Solutions (RSS) - Financial Systems Configuration Synchrony FinancialAVP, Recovery Systems Solutions (RSS) - Financial Systems ConfigurationSan Francisco, CALead configuration, FDS creation/updates support financial postings and reconciliation, implement and deploy application configurations for projects involving host systems (Fiserv, VisionPLUS, GECOM) updates and associated impacts to ledgering, accounting, payment posting, and reconciliation systems/applications. Role Summary/Purpose: The AVP, Recovery Systems Solutions (RSS) - Financial Systems Configuration leads and delivers cross-functional programs that impact the financial systems and recovery processes within the Recovery Operations supporting recovery applications.