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.
Temporary part-time Financial Services Representative (Summer Employee) MONTERRA CREDIT UNIONTemporary part-time Financial Services Representative (Summer Employee)Redwood City, CAUnder 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. Provides service that aligns with the Credit Union’s mission of passionately delivering relevant products, services, and education tailored to help our members, employees, and communities achieve their financial goals.
NewVP, Financial Consultant Charles SchwabVP, Financial ConsultantPleasanton, CAOpenness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation.
Senior Manager, Fraud Solutions Engineering (Pre-Sales) Visa Technology and Operations LLCSenior Manager, Fraud Solutions Engineering (Pre-Sales)San Francisco, CA$199,900–$320,000 / yearSales Engineers partner closely with Specialist Sellers and Account Executives throughout the pre‑sales and deal cycle, ensuring solutions are technically feasible, differentiated, and aligned to client architecture and business objectives. The Sales Engineer (SE) is a technical sales specialist responsible for enabling the sale of complex Risk & Fraud related Visa products through deep solution expertise, technical validation, and value‑based selling.
NewAssociate/Vice President, Wealth Advisory Model Portfolio Sales BlackRockAssociate/Vice President, Wealth Advisory Model Portfolio SalesSan Francisco, CA
Managing Director, Venture & Growth Stage Lending StifelManaging Director, Venture & Growth Stage LendingSan Francisco, CAThis role involves sourcing new opportunities (both debt and banking/deposit only), structuring debt solutions, managing a portfolio of clients, and leading/managing a team of professionals to drive growth and innovation in the technology and life sciences sectors. Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.
Vice President, Senior Sales Manager Hsbc Private BankVice President, Senior Sales ManagerSan Francisco, CAUse a selection of sales techniques to identify, counter and resolve objections and uses a range of influencing skills to achieve closure of the deal and achieve personal targets, whilst knowing when to compromise to gain the most equitable solution without damaging future relationships. Manage, track and close complex or large sales that may cover multiple products/services within agreed timescales, using judgment to know when to influence key decision makers to achieve timely closure of deals.
Senior Director, Client Executive BNYSenior Director, Client ExecutiveSan Francisco, CA12-15 years of total work experience preferred, with financial services experience focused on a particular client type or product (e.g., Hedge, Pension) or prior experience in related customer-facing roles such as Sales Support, Global Capital Markets, or Product Management. Every day, our teams harness cutting-edge AI and breakthrough technologies to collaborate with clients, driving transformative solutions that redefine industries and uplift communities worldwide.
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.
Senior 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.
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.
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.
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.
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$100,400–$197,900 / yearIndependently and collaboratively lead client engagement workstreams focused on improvement, optimization, and transformation of processes including implementing leading practice workflows, addressing deficits in quality, and driving operational outcomes. Our 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.
Financial Management Specialist U.S. Department of LaborFinancial Management SpecialistSan Francisco, CA$83,482–$121,371 / yearEducation Substitution - If you are using education to meet all or part of the qualification requirements, you must submit a copy of your transcripts or an itemized list of college courses which includes equivalent information from the transcript (course title, semester/quarter hours, and grade/degree earned) in your resume. If your education was completed at a foreign college or university, you must show comparability to education received in accredited educational institutions in the United States and comparability to applicable minimum coursework requirements for this position.
Financial Aid Scholarship Program Specialist Contra Costa Community College DistrictFinancial Aid Scholarship Program SpecialistSan Pablo, CAThe positions we currently evaluate are: Building Maintenance Worker, Custodian I and II, Lead Custodian, Cook, Food Services Assistant, Food Services Supervisor, Food Services Supply Clerk, Food Services Coordinator, Grounds Worker/ Gardener I and II, Senior/ Lead Grounds Worker/Gardener, Lead Maintenance Mechanic, Senior Equipment Maintenance Worker. Recruitment Type: Open (Internal and External applicants) Location Contra Costa College Posting Number 0002280 # of Openings 1 Range 56 Salary YEARLY: $62,268, step 1 - $75,864, step 5 (see special instructions for initial step placement) Position Status Permanent Overtime Status Non-Exempt (eligible) Position Full-Time If temporary, employment duration: N/A # of Hours Scheduled Per Week 40 Work Schedule By Day and Work Hours.
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.
Insurance and Financial Services Position - State Farm Team Member Tim McGallian - State Farm AgentInsurance and Financial Services Position - State Farm Team MemberClayton, CAAs 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.
Financial Solutions Advisor Registration Candidate - Brentwood Financial Center Bank of America CorpFinancial Solutions Advisor Registration Candidate - Brentwood Financial CenterBrentwood, CACurrently holds FINRA Securities Industry Essentials SIE Bachelors degree and/or a minimum of one year of financial services industry or sales experience Skills: 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. 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 Solutions Advisor Registration Candidate - Antioch Financial Center Bank of America CorpFinancial Solutions Advisor Registration Candidate - Antioch Financial CenterAntioch, CA$28.85–$33.65 / hourAcknowledge Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC, Safe Act/Loan Originators and FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. 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.").
Regional Sales Vice President, Platform Sales - Enterprise Financial Services Salesforce IncRegional Sales Vice President, Platform Sales - Enterprise Financial ServicesSan Francisco, CARemote$208,150–$278,450 / yearSalesforce is seeking a dynamic and experienced Regional Vice President (RVP) to lead a high-performing team of 7-8 Platform Account Executives focused on some of our largest and most strategic Enterprise Financial Services customers across AMER. This role sits within our Platform Specialist Sales organization and is squarely focused on our Trusted and Developer solutions - the product suite that helps financial services organizations secure their investments in Salesforce and Agentforce.
Regional Sales Vice President, Platform Sales – Enterprise Financial Services SalesforceRegional Sales Vice President, Platform Sales – Enterprise Financial ServicesSan Francisco, New YorkRemoteSalesforce is seeking a dynamic and experienced Regional Vice President (RVP) to lead a high-performing team of 7–8 Platform Account Executives focused on some of our largest and most strategic Enterprise Financial Services customers across AMER. This role sits within our Platform Specialist Sales organization and is squarely focused on our Trusted and Developer solutions — the product suite that helps financial services organizations secure their investments in Salesforce and Agentforce.
Account Supervisor, Financial Services Communications (Crypto) Daniel J. Edelman, Inc.Account Supervisor, Financial Services Communications (Crypto)San Francisco, CABasic Qualifications: • Bachelor's degree in political science, business, journalism, public policy, communications, or a related field • At least 4+ years of experience in corporate communications, financial services, public relations, or public affairs, preferably in an agency or political/government setting. This includes familiarity with private capital firms, asset and wealth managers, investment and commercial banks, fintech companies, and institutional market participants, as well as growing fluency in crypto, stablecoins, and digital payments infrastructure.
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.
Director, Corporate Banking - Native American Financial Services KeyCorpDirector, Corporate Banking - Native American Financial ServicesSan Francisco, CARemote$165,000–$345,000 / yearGeneral Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs. This role focuses on middle and upper middle market public and private companies across various sectors including industrial, consumer, energy, healthcare, technology, business services, and financial services.
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.
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.
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.
Senior Manager, Financial Planning & Analysis Digital Realty Trust IncSenior Manager, Financial Planning & AnalysisSan Francisco, CA$130,000–$160,000 / yearPlatformDIGITAL, the company's global data center platform, provides customers with a secure data meeting place and a proven Pervasive Datacenter Architecture (PDx) solution methodology for powering innovation and efficiently managing Data Gravity challenges. Digital Realty gives its customers access to the connected data communities that matter to them with a global data center footprint of 300+ facilities in 50+ metros across 25+ countries on six continents.
Financial Solutions Advisor- San Ramon Valley/Contra Costa County Area Bank of America CorpFinancial Solutions Advisor- San Ramon Valley/Contra Costa County AreaPleasant Hill, CA$70,000–$80,000 / yearWorks with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions • Recommends banking and investments strategies that align with client financial goals and needs • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds • Mitigates and controls risk as part of daily activities • Identifies and engages potential new clients through referrals or financial center clientele • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended. • Advisory • Account Management • Client Experience Branding • Customer and Client Focus • Oral Communications • Issue Management • Client Solutions Advisory • Pipeline Management • Active Listening • Attention to Detail • Risk Management • Policies, Procedures, and Guidelines • Client Management • Causation Analysis • Written Communications.
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.
Credit Solutions Advisor - Dublin Financial Center Bank of America CorpCredit Solutions Advisor - Dublin Financial CenterDublin, CAMinimum 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.
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 - Greater Oakland Market- Bilingual Mandarin Preferred Bank of America CorpFinancial Solutions Advisor Registration Candidate - Greater Oakland Market- Bilingual Mandarin PreferredEl Cerrito, CA$28.85–$33.65 / hourAcknowledge Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. I was provided with dedicated study time, training, and support On screen copy: While studying for Security Licenses, the Academy at Bank of America provides: Dedicated study time Training Support while I obtained my Securities Industry Essentials, Series 7, and Series 66 licenses.
Financial Solutions Advisor Registration Candidate - Greater Oakland Market Bank of America CorpFinancial Solutions Advisor Registration Candidate - Greater Oakland MarketOakland, CA$28.85–$33.65 / hourAcknowledge Job Description:The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. I was provided with dedicated study time, training, and support On screen copy: While studying for Security Licenses, the Academy at Bank of America provides: Dedicated study time Training Support while I obtained my Securities Industry Essentials, Series 7, and Series 66 licenses.
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.").
M&A Financial Due Diligence Manager Deloitte Touche Tohmatsu LtdM&A Financial Due Diligence ManagerSan Francisco, CA$134,500–$265,100 / yearAs a Manager focused on financial due diligence, you will lead and contribute to engagements advising clients primarily on financial and accounting considerations associated with a wide range of transactions - including acquisitions, divestitures, minority investments, recapitalizations, joint ventures, carve-outs, and other strategic investment activities or liquidity events. Analyze target company performance, including historical and projected operating trends, quality of earnings, revenue metrics and profitability drivers, working capital trends and needs, debt/debt-like items, and other significant potential commitments and contingencies or cash flow risks.
Senior Financial Analyst PresenceLearning, Inc.Senior Financial AnalystCA$100,000–$115,000 / yearSupport FP&A: Help prepare the annual budget and long range plan by consolidating and analyzing data, building and maintaining three-statement financial models, tracking key metrics, and preparing monthly, quarterly and annual variance reports. Leverage Technology & AI to Modernize Finance: Identify and evaluate tools and systems that automate manual workflows, enable faster decision-making, and elevate finance's strategic contributions across the company.
Senior Manager, Technical Accounting & Financial Reporting Lambda IncSenior Manager, Technical Accounting & Financial ReportingSan Francisco, CAOur investors notably include TWG Global, US Innovative Technology Fund (USIT), Andra Capital, SGW, Andrej Karpathy, ARK Invest, Fincadia Advisors, G Squared, In-Q-Tel (IQT), KHK & Partners, NVIDIA, Pegatron, Supermicro, Wistron, Wiwynn, Gradient Ventures, Mercato Partners, SVB, 1517, and Crescent Cove. *Note: This position requires presence in our San Jose or San Francisco office location 4 days per week; Lambda's designated work from home day is currently Tuesday.
Financial Consulting Manager - Accounting & Finance Optimization RSM US LLPFinancial Consulting Manager - Accounting & Finance OptimizationSan 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.
NewSenior Manager, Financial Intelligence Unit Circle Internet FinancialSenior Manager, Financial Intelligence UnitSan Francisco, CaliforniaRemoteAs a Senior Manager within Circle’s Financial Intelligence Unit (FIU), you will safeguard Circle’s integrity by leading financial crime investigations and intelligence efforts focused on the United States, with global scope across Circle’s products, customers, and blockchain activity. Circle’s platform includes the world’s largest regulated stablecoin network anchored by USDC, Circle Payments Network for global money movement, and Arc, an enterprise-grade blockchain designed to become the Economic OS for the internet.
VP, Financial Consultant Pleasanton, CA The Charles Schwab CorpVP, Financial Consultant Pleasanton, CAPleasanton, CAOpenness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. We offer a competitive benefits package that takes care of the whole you - both today and in the future: Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing.
Senior Banker - Millbrae Financial Center Bank of AmericaSenior Banker - Millbrae Financial CenterMillbrae, CaliforniaPartners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities. This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists.
Senior Banker - Columbus Financial Center Bank of AmericaSenior Banker - Columbus Financial CenterSan Francisco, CaliforniaPartners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities. This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists.
Senior Banker - Market-New Montgomery Financial Center Bank of AmericaSenior Banker - Market-New Montgomery Financial CenterSan Francisco, CaliforniaPartners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities. This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists.
NewSenor Banker - Misson Bay Financial Center Bank of AmericaSenor Banker - Misson Bay Financial CenterSan Francisco, CaliforniaPartners with teams to provide financial center clients with both consumer and small business solutions, services, and strategies when uncovering personal banking needs and helping clients navigate their unique life priorities. This job is responsible for serving as the first point of contact for financial center clients, helping to uncover personal banking needs of both individual and small business clients, offering appropriate solutions, and connecting clients to specialists.