Marketing Specialist MONTERRA CREDIT UNIONMarketing SpecialistRedwood City, CA$33–$39 / hourThe Marketing Specialist leverages campaigns and channels that support card acquisition and utilization, digital engagement, and new member growth, ensuring the effective and timely execution of marketing tactics through automated platforms such as Visa Campaign Solutions, SMS/text automation, the website content management system, and other communication channels with the goal of increasing product penetration, member engagement, and overall usage of Monterra Credit Union’s products and services. As a member of Monterra Credit Union’s Marketing Team, the Marketing Specialist supports growth across the Credit Union’s core products and services, including credit and debit cards, membership, auto and mortgage lending, and other offerings.
NewAnalytics Specialist, Vice President - Aladdin Financial Engineering (PAG) BlackRockAnalytics Specialist, Vice President - Aladdin Financial Engineering (PAG)San Francisco, CA$180,000–$215,000 / yearAs part of the Aladdin Financial Engineering (AFE) organization, PAG designs, develops, and deploys advanced analytical solutions that combine Aladdin’s technology platform, financial models, and data to solve complex real-world investment and business challenges. Our solutions are used across BlackRock’s investment, product, and distribution organizations, helping drive better portfolio insights, support strategic decision-making, improve client outcomes, and contribute to winning new business.
Financial Services Representative MONTERRA CREDIT UNIONFinancial Services RepresentativeRedwood City, CA$20–$22 / hourResponsible for accurate and efficient member service on the Teller line inclusive of the following transactions: deposits, withdrawals, cashing checks, posting loan payments, selling negotiable items, and receiving and disbursing cash. May open new membership, checking, money market, investment certificate, IRA, Trust, Uniformed Transfer to Minor Accounts, and may carry out requests on deceased accounts and fraud situations.
VP, Financial Consultant Charles SchwabVP, Financial ConsultantSan Mateo, CAOpenness to manage wealth on behalf of our clientsincluding:Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. • Strong candidates will also learn toleverageour team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help yourclient’sprogress toward achieving their goals.
NewLead Specialist, Oracle EPM KPMGLead Specialist, Oracle EPMSan Francisco, CA$152,475–$253,230 / yearManage work assignments and ticket progress in KPMG's ServiceNow environment, ensuring accurate documentation, communication, and timely updates to stakeholders; drive efficiency by continuously improving business process and task automation; support multiple clients simultaneously by prioritizing service requests, maintaining SLAs, and applying ITIL aligned service management practices. Ability to work closely with a mixed team including project managers, technical consultants (both on and offshore) and clients to deploy and operate technology solutions, including the ability to identify a problem and enact a multi-step approach to research the cause and resolve.
Adobe Experience Platform (AEP) Architect Zensar TechnologiesAdobe Experience Platform (AEP) ArchitectSan Ramon, CA$150,000–$160,000 / yearFull timeThe individual will serve as the primary onsite lead for the implementation, integration, and activation of Adobe Experience Platform (AEP), Adobe Real-Time CDP (RTCDP), Customer Journey Analytics (CJA), Adobe Journey Optimizer (AJO), Adobe Target, AEM, CRM, and other enterprise data sources. The role requires close collaboration with Business, Marketing, Sales Operations, Data, and IT teams, translating business objectives into scalable customer data and activation solutions while ensuring seamless integration across the ecosystem.
Grants Specialist AxelonGrants SpecialistSan Francisco, CA$40–$50 / hourExperience as a seasoned research administrator to independently develop and oversee research proposals, awards, and transactions related to contract and grant management. Provide analytical, financial, and training activities in support of contract and grant proposal development, grant-writing, funding, administration, and budget development.
Financial Specialist U.S. Department of JusticeFinancial SpecialistSan Francisco, CA$52,727–$82,938 / yearIf you are claiming 10-point veterans preference based on service-connected disability, in addition to the DD214 or certification requirements (see above bullet), you must also submit an SF-15 Application for 10-point Veterans Preference, plus the proof of entitlement of this preference which is normally an official statement, dated 1991 or later, from the Department of Veterans Affairs certifying to the present existence of the service-connected disability and indicating the percentage of your disability. FOREIGN EDUCATION: If you are using education completed in foreign colleges or universities to meet the qualification requirements, you must show that the education credentials have been evaluated by a private organization that specializes in interpretation of foreign education programs and such education has been deemed equivalent to that gained in an accredited U.S. education program; or full credit has been given for the courses at a U.S. accredited college or university.
Student Account Financial Specialist – Future Opportunities Aviation Institute of MaintenanceStudent Account Financial Specialist – Future OpportunitiesFremont, CaliforniaWith 15 campuses nationwide, AIM is a cornerstone in the aviation industry, accounting for 20% of all students attending FAA-certified Airframe & Powerplant (A&P) schools across the country. This role is crucial to managing federal funding, alternative financing, and third-party billing—ensuring students are financially supported and institutional operations run smoothly.
NewSenior Financial Services Specialist(Alameda County Health) Alameda CountySenior Financial Services Specialist(Alameda County Health)San Leandro, CAUnder direction, to provide consultative, complex professional financial services to various departments and agencies; to assist with financial strategic planning and analysis and the enhancement of revenues; to supervise the work of a small support staff; to conduct a variety of financial, administrative and operational studies and inquiries; and to do related work as required. Reinstatement: Pursuant to Civil Service Rule 1744: On the request of a department head and approval of the Commission, a regularly appointed employee who resigned in good standing may, within three years after the effective date of his/her resignation, be reinstated in a position in the class from which he/she resigned or in a position in another class for which he/she may be eligible as determined by the Commission.
Financial Services Specialist, Collections Tesla IncFinancial Services Specialist, CollectionsHayward, CAAs a Financial Services Specialist you will help manage Teslas North American captive vehicle leasing vehicle loan and energy loan portfolio. Pay offered may vary depending on multiple individualized factors including market location job-related knowledge skills and experience.
Client Services Specialist – Financial Services All Financial FreedomClient Services Specialist – Financial ServicesHillsborough, CA$70,000–$75,000The ideal candidate is professional, detail-oriented, and comfortable communicating complex topics in a clear and ethical manner. Prior experience in financial services is not required; comprehensive training and licensing support are provided.
Client Services Specialist – Financial Services (Remote) All Financial FreedomClient Services Specialist – Financial Services (Remote)Hillsborough, CARemoteThe ideal candidate is professional, detail-oriented, and comfortable communicating complex topics in a clear and ethical manner. Prior experience in financial services is not required; comprehensive training and licensing support are provided.
Supervising Financial Services Specialist(Alameda County Health) Alameda CountySupervising Financial Services Specialist(Alameda County Health)San Leandro, CAUnder general direction, to provide supervision for financial and administrative services and operational support functions in County departments or agencies; to provide complex professional-level services in the areas of budget development and processing, contract negotiation and administration and grants management; to facilitate the implementation of a variety of programs and projects; and to do related work as required. Experience: The equivalent to two years of full-time professional-level experience in independently performing financial planning or analysis, budget development and processing, contract negotiation and administration and/or grants management at a level equivalent to or higher than the County class of Financial Services Specialist II in the Alameda County classified service.
Supervising Financial Services Specialist(Sheriff''''s Office) Alameda CountySupervising Financial Services Specialist(Sheriff''''s Office)Dublin, CAThe Alameda County Sheriff''s Office is a full-service law enforcement agency accredited through the Commission on Accreditation for Law Enforcement Agencies (CALEA) for its law enforcement services, its Regional Training Center, and its Dispatch Unit; the American Society of Crime Laboratory Directors Laboratory Accreditation Board for its Crime Lab; the Bomb Squad Commanders Advisory Board for its Explosive Ordinance Unit. Under general direction, to provide supervision for financial and administrative services and operational support functions in County departments or agencies; to provide complex professional-level services in the areas of budget development and processing, contract negotiation and administration and grants management; to facilitate the implementation of a variety of programs and projects; and to do related work as required.
Senior Financial Services Specialist(General Services Agency) Alameda CountySenior Financial Services Specialist(General Services Agency)Oakland, CAUnder direction, to provide consultative, complex professional financial services to various departments and agencies; to assist with financial strategic planning and analysis and the enhancement of revenues; to supervise the work of a small support staff; to conduct a variety of financial, administrative and operational studies and inquiries; and to do related work as required. Alameda County General Services Agency (GSA) delivers a host of logistical support services to County agencies and partners from maintenance of facilities and County fleet to energy and environmental management services, capital project management, procurement services, and clean commute and recycling programs.
Financial Services Specialist II(General Services Agency) Alameda CountyFinancial Services Specialist II(General Services Agency)Oakland, CAUnder direction, to provide professional-level financial services in areas of budget development and processing, contract negotiation and administration, financial planning and monitoring, financial accounting and reporting, and grants management to County departments and agencies; to conduct a variety of studies and inquiries and perform financial analytic and administrative work; and to do related work as required. Experience: Equivalent to one year of full-time professional-level experience in areas of budget development and processing, contract negotiation and administration, financial planning and monitoring, financial accounting and reporting, grant management or similar financial services equivalent to that performed by the Alameda County classified service of Financial Services Specialist I.
Equity Index Solutions Specialist, Enterprise Sales - Financial Solutions BloombergEquity Index Solutions Specialist, Enterprise Sales - Financial SolutionsSan Francisco, CA$155,000–$180,000 / yearYou'll be at the forefront of Bloomberg’s expanding equity index business, focusing on the West Coast region in San Francisco, playing a pivotal role in shaping our product strategy and delivering meaningful solutions to leading financial institutions. We offer an array of services to clients interested in custom index development, investable index products designed to offer access to systematic strategies, index administration and calculation agent services.
Financial Systems Specialist Deloitte Touche Tohmatsu LtdFinancial Systems SpecialistSan Francisco, CA$74,900–$147,600 / yearOur purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
NewRemote Financial Trading Specialist TuringRemote Financial Trading SpecialistSan Francisco, CaliforniaRemote$100–$200Turing supports customers in two ways: first, by accelerating frontier research with high-quality data, advanced training pipelines, plus top AI researchers who specialize in coding, reasoning, STEM, multilinguality, multimodality, and agents; and second, by applying that expertise to help enterprises transform AI from proof of concept into proprietary intelligence with systems that perform reliably, deliver measurable impact, and drive lasting results on the P&L. About Turing: Based in San Francisco, California, Turing is the world’s leading research accelerator for frontier AI labs and a trusted partner for global enterprises deploying advanced AI systems.
Financial Markets Regulatory & Filing Specialist Resource Logistics, Inc.Financial Markets Regulatory & Filing SpecialistSan Francisco, CARemoteExpertise centers on capital market regulatory portals, institutional equity lock-up disclosures, IPO allocation reporting, and regional banking system classifications. You will be training AI Agents in matters of Financial Markets, Regulatory & Filing practice.
Patient Financial Clearance Specialist MercorPatient Financial Clearance SpecialistSan Francisco, CaliforniaRemote5+ years of experience in patient financial counselling, financial clearance, or self-pay revenue cycle management, with at least 2 years in a leadership role. Lead patient financial counselling and financial clearance operations, including charity care screening, financial assistance applications, and self-pay resolution.
Financial Education & Client Engagement Specialist All Financial FreedomFinancial Education & Client Engagement SpecialistSan Francisco, CA$65,000–$75,000The Financial Education & Client Engagement Specialist supports both the delivery of financial education and the ongoing engagement of individuals throughout the learning and onboarding lifecycle. This role blends education, communication, and relationship management within a structured framework.
Financial Education & Client Engagement Specialist (Remote) All Financial FreedomFinancial Education & Client Engagement Specialist (Remote)San Francisco, CARemoteThe Financial Education & Client Engagement Specialist supports both the delivery of financial education and the ongoing engagement of individuals throughout the learning and onboarding lifecycle. This role blends education, communication, and relationship management within a structured framework.
NewInsurance and Financial Services Position - State Farm Team Member Tim McGallian - State Farm AgentInsurance and Financial Services Position - State Farm Team MemberClayton, CAFull timeAs an Insurance and Financial Services Specialist, you will be the go-to expert for our clients, assisting them with a wide range of services and helping them secure the insurance policies they need to protect what matters most. We are looking for a dynamic and enthusiastic Insurance and Financial Services Specialist to join our team and help us continue to deliver unparalleled support and solutions to our valued customers.
Vice President, Native American Financial Services KeyCorpVice President, Native American Financial ServicesSan Francisco, CA$128,000–$268,000 / yearLeading teams of Associates and Analysts in the provision of financing services to clients as well as the creation and preparation of presentation and pitch materials; mentoring, coaching, and assisting in the development of Associates and Analysts. Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Financial Services Tax Manager Withum Smith+Brown, PCFinancial Services Tax ManagerSan Francisco, CA$150,000–$200,000 / yearAs a Financial Services Tax Manager based out of our Boca Raton, Boston, Orlando, Los Angeles or San Francisco office, you'll work alongside an integrated team of seasoned, well-known CPAs and industry leaders. Job Description: Withum's Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting obligations are met in an accurate and timely manner and minimize or defer the payment of taxes.
Private Client Banker - Financial District Market -San Francisco, CA JPMorgan Chase & CoPrivate Client Banker - Financial District Market -San Francisco, CASan Francisco, CABeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Financial Services Tax Manager WithumFinancial Services Tax ManagerSan Francisco, CA$150,000–$200,000 / yearAs a Financial Services Tax Manager based out of our Boca Raton, Boston, Orlando, Los Angeles or San Francisco office, you'll work alongside an integrated team of seasoned, well-known CPAs and industry leaders. Job Description: Withum's Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting obligations are met in an accurate and timely manner and minimize or defer the payment of taxes.
Golden Gate Financial District | Personal Banker Wells Fargo & CoGolden Gate Financial District | Personal BankerSan Francisco, CA$23–$31 / hourThey 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. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
Roving Personal Banker | Golden Gate Financial Wells Fargo & CoRoving Personal Banker | Golden Gate FinancialSan Francisco, CA$23–$31 / hourThey 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. In this front‑line role, you will provide support across multiple branch locations within an assigned geography, building relationships with customers by supporting everyday banking needs through in‑branch interactions, scheduled conversations, and proactive outreach.
NewPersonal Banker Market Financial SF Wells Fargo & CoPersonal Banker Market Financial SFSAN FRANCISCO, CA$23–$31 / hourThey 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. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company.
Data Transformation Lead, Financial Services Central and West Google LLCData Transformation Lead, Financial Services Central and WestSan Francisco, CAExperience in working with the Google products (e.g., Google Ads, DV360, Campaign Manager, Google Analytics, Ads Data Hub or Google Cloud) and familiar with big data and data warehouses (e.g., DSPs, CDPs, DMPs, targeting, etc.) as well as tag management systems and web analytics. As a Data Transformation Lead (DTL) for Financial Services you will help some of the key Finance advertisers achieve their goals by selling and leading critical data and infrastructure projects during a moment of profound industry transformation, then using these products to prove the value of Google media.
Senior Analyst - Associate, Financial Advisory (New York And San Francisco) ICONIQ CapitalSenior Analyst - Associate, Financial Advisory (New York And San Francisco)San Francisco, CA$110,000–$120,000 / yearWith over $100B assets under management, we seek to build resilient investment portfolios, partner with inspired entrepreneurs transforming industries, manage our clients' lives and legacies, and create uncommon opportunities across sectors and society. You will help clients navigate the complexities of their financial lives with precision, empathy, and uncommon care, ensuring that every element of their balance sheet, investment strategy, and long-term plan is managed with clarity and foresight.
Senior Analyst - Associate, Financial Advisory (New York and San Francisco) IconiqSenior Analyst - Associate, Financial Advisory (New York and San Francisco)San Francisco, CaliforniaWith over $100B assets under management, we seek to build resilient investment portfolios, partner with inspired entrepreneurs transforming industries, manage our clients’ lives and legacies, and create uncommon opportunities across sectors and society. You will help clients navigate the complexities of their financial lives with precision, empathy, and uncommon care, ensuring that every element of their balance sheet, investment strategy, and long-term plan is managed with clarity and foresight.
Private Client Banker - Financial District Market -San Francisco, CA JPMorgan Chase Bank, N.A.Private Client Banker - Financial District Market -San Francisco, CASan Francisco, CAFull timeBeginning Oct. 1, 2018, if you are not currently registered, the Securities Industry Essential (SIE) exam, FINRA Series 6/7, state registration (including 63 or 66 if required) and Life licenses are required - or must be successfully completed within 180 days of starting the role. You have a passion for taking care of our customers and employees and making them feel welcomed and valued by building lasting relationships, doing the right thing, exceeding expectations and having a strong commitment to diversity and inclusion.
Merrill Advisor Development Program - Financial Advisor: San Francisco Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: San Francisco MarketSan Francisco, CaliforniaEffectively 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 skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Merrill Advisor Development Program - Financial Advisor: East Bay Market Bank of AmericaMerrill Advisor Development Program - Financial Advisor: East Bay MarketWalnut Creek, CaliforniaEffectively 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 skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Director, Financial Crimes Compliance Upstart Holdings IncDirector, Financial Crimes ComplianceCARemote$201,200–$278,500 / yearDeep knowledge of the Bank Secrecy Act (BSA), USA PATRIOT Act, OFAC sanctions requirements, FinCEN guidance, Know Your Customer (KYC), Customer Identification Program (CIP), Customer Due Diligence (CDD), Enhanced Due Diligence (EDD), and Suspicious Activity Reporting (SAR) requirements. Manage a comprehensive Customer Identification Program (CIP), Know Your Customer (KYC), Customer Due Diligence (CDD), and Enhanced Due Diligence (EDD) framework, including oversight of customer risk rating methodologies and ongoing monitoring activities.
Financial Consulting Manager - Accounting Advisory RSMFinancial Consulting Manager - Accounting AdvisorySan Francisco, CA$88,900–$168,300 / yearIf you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc.
Financial Accounting Advisory - Manager RSMFinancial Accounting Advisory - ManagerSan Francisco, CA$88,900–$168,300 / yearIf you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc.
Oracle EPM / Financial Planning Applications Consultant IconmaOracle EPM / Financial Planning Applications ConsultantSan Francisco, CA$55.71–$60.71 / hourOur client, a IT Services and Consulting company, is looking for a Oracle EPM / Financial Planning Applications Consultant for their San Francisco, CA/Hybrid location. Ability to support periodic patch management, testing, defect triage, and performance tuning.
Associate, Transaction Advisory Services, Accounting And Financial Reporting - Multiple Locations Houlihan LokeyAssociate, Transaction Advisory Services, Accounting And Financial Reporting - Multiple LocationsSan Francisco, CA$95,000–$160,000 / yearOur stability, integrity, technical leadership, and global capabilities make us a trusted advisor for clients worldwide, across a wide range of services, including the Transaction Opinions, Transaction Advisory Services, Corporate Valuation Advisory Services, Portfolio Valuation and Fund Advisory Services, Real Estate Valuation and Advisory Services, and Dispute Resolution Consulting practices. Drawing on Houlihan Lokey's market leadership in middle-market M&A transactions, our deals experts provide candid, unbiased, and rigorous support on matters most impacting deal value, and assist investors in identifying and evaluating key value drivers and risk factors.
Financial Advisor - Greater San Francisco Bay Area Thrivent Financial for LutheransFinancial Advisor - Greater San Francisco Bay AreaSan Mateo, CAThrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody's Investors Service; and an AA+ rating from S&P Global Ratings.
Financial Services Litigation Associate - Midlevel -New York or San Francisco Davis Wright Tremaine LLPFinancial Services Litigation Associate - Midlevel -New York or San FranciscoSan Francisco, CA$255,000–$330,000 / yearWe prefer candidates with clerkship and law-firm experience, including managing cases; drafting and research responsibility for pleadings and contested motions (such as motions to dismiss, motions for summary judgment, preliminary injunction or class certification briefing); taking depositions; propounding written discovery and responses; and arguing motions. At DWT, client service means having empathy for each client's and each lawyer's work and personal pressures, business objectives, and legal needs; anticipating their needs; and having the capabilities and commitment to deliver what matters most to them.
Oracle EPM / Financial Planning Applications Consultant ICONMA, LLCOracle EPM / Financial Planning Applications ConsultantSan Francisco, CA$55.71–$60.71 / hourOur client, a IT Services and Consulting company, is looking for a Oracle EPM / Financial Planning Applications Consultant for their San Francisco, CA/Hybrid location. Ability to support periodic patch management, testing, defect triage, and performance tuning.
Oracle EPM / Financial Planning Applications Consultant Iconma LLCOracle EPM / Financial Planning Applications ConsultantSan Francisco, CAOur client, a IT Services and Consulting company, is looking for a Oracle EPM / Financial Planning Applications Consultant for their San Francisco, CA/Hybrid location. Ability to support periodic patch management, testing, defect triage, and performance tuning.
Financial Solutions Advisor Registration Candidate- North Bay Market Bank of America CorpFinancial Solutions Advisor Registration Candidate- North Bay MarketSan Rafael, CASkills Client Experience Branding Client Solutions Advisory Investment Management Pipeline Management Referral Management Client Management Customer and Client Focus Portfolio Management Prospecting Referral Identification Business Acumen Executive Presence Oral Communications Risk Management Trading. Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I you will typically progress into the next role Financial Solutions Advisor Stage II where you will continue to practice the skills youve learned by growing and deepening relationships within a portfolio of clients.
Financial Solutions Advisor Registration Candidate- East Bay Market Bank of America CorpFinancial Solutions Advisor Registration Candidate- East Bay MarketFremont, CA$28.85–$33.65 / hourOnce you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills youve learned by growing and deepening relationships within a portfolio of clients. Merrill Lynch, Pierce, Fenner & Smith Incorporated, also referred to as "MLPF&S" or "Merrill," makes available certain investment products sponsored, managed, distributed, or provided by companies that are affiliates of Bank of America Corporation ("BofA Corp.").
Financial Analyst (5183C), Berkeley Art Museum and Pacific Film Archive #87758 University of CaliforniaFinancial Analyst (5183C), Berkeley Art Museum and Pacific Film Archive #87758Berkeley, CA$93,000–$98,000 / yearAs 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. Strong interpersonal skills, analytical skills, service orientation, active listening, critical thinking, attention to detail, ability to multi-task in a high volume environment, organizational skills, effective verbal and written communication skills, sound judgment and decision making; ability to develop original ideas to solve problems.