Stevens Creek Chevrolet Service Advisor Stevens Creek CadillacStevens Creek Chevrolet Service AdvisorSan Jose, CaliforniaThe position also may also pay a production bonus based on individual or team performance that may range from $0.00 (if baseline benchmarks are not met) without any fixed upper limit. Take ownership of the customer's experience by carrying out those additional assignments that allow the dealership to leave a positive impression with the customer.
Service Advisor/Writer Volkswagen of OaklandService Advisor/WriterOakland, CAPrior to the start of a repair job, ascertain the correct part numbers on repair orders and help the parts department pull and post the appropriate parts. Deal with customer complaints in a sensible manner by showing empathy and a pleasant attitude to show our commitment to excellent customer service and to increase customer satisfaction and loyalty.
Wealth Management Advisor - San Jose CA U.S. BancorpWealth Management Advisor - San Jose CASan Jose, CAWMAs advise clients using U.S. Banks Asset Management Group (AMG) or U.S. Bancorp Investments open architecture where appropriate, to deliver economic and market views, investment strategy, manager/fund/security research and due diligence, and portfolio construction resulting in tailored investment management and insurance services based upon a clients unique situation. In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
NewEquity Advisor Penske CorporationEquity AdvisorSan Jose, CA$42,000–$114,000 / yearAt Penske Automotive Group (PAG), we strive to create a positive and inclusive workplace that promotes excellence and achievement, and we aim to deliver the very best experience possible to our customers. If you are ready for a rewarding career with competitive compensation and benefits, and opportunities to excel and advance, consider joining us on the Penske Automotive Group team.
NewCareer Services Advisor Unitek Learning IncCareer Services AdvisorFremont, CA$28–$32 / hourThrough its family of institutions, including Unitek College of Nursing, Eagle Gate College, Provo College, Brookline College, and Unitek EMT, Unitek delivers career-focused education designed to help students build meaningful careers while addressing critical workforce needs across the healthcare industry. Through our Workforce Solutions segment, Unitek partners with hospitals and health systems to create sustainable talent pipelines and expand access to healthcare education through employer-based training and workforce development programs nationwide.
Senior Sales Engineer, Enterprise AxonSenior Sales Engineer, EnterpriseSan Francisco, CA$165,000–$264,000 / yearIn this role, you'll work on impactful opportunities, apply technical expertise to shape how our solutions are applied to cutting edge outcomes, directly influence product innovation, and have the freedom to confidently challenge assumptions in order to grow the business and our customers' success. Enterprise Technical Sales Success: own securing technical wins and influencing purchasing decisions by architecting solutions leveraging Axon's ecosystem that deliver value in alignment with customers' business and technical requirements.
Solution Sales Executive, JSM Atlassian CorpSolution Sales Executive, JSMSan Francisco, CA$131,400–$171,550 / yearDemonstrated expertise in our Cloud Platform, including: Experience administering Atlassian Cloud ecosystems including applications like Guard, Jira Software, Jira Service Management, Confluence, Focus, Rovo, etc. Atlassian Solution Consultants are experts in Atlassian products, practices, and solutions, delivering guidance to drive value realization for clients that have purchased Advisory Services from Atlassian.
NewRegional Sales Manager ExyteRegional Sales ManagerLivermore, CAUtilizes business and financial acumen to synthesize data and make tough decisionsTranslates business strategies into concrete objectives and actionsProven ability to juggle multiple projects at a time, while maintaining sharp attention to detailMaintain detailed documentation of opportunities and pipeline status to ensure programs are progressing in line with business goalsMoves work forward by effectively managing ambiguity, eliminating non-value-added work, and removing obstaclesUnderstands the marketplace, considers market trends and competitive factors to develop breakthrough strategiesExcellent listening, negotiation, and presentation abilitiesStrong Leadership skillsComputer Software and Application Skills Solid experience with CRM software, MS Office (particularly MS Excel) and D365 PhysicalEducation/Experience/Certifications 5+ years commercial experience in the capital equipment and/or semiconductor industry, preferably with deep understanding of process equipmentBachelor's degree in business administration, Engineering, Science or relevant fieldDemonstrated track record of relationship building and ability to grow business with large global customersCross functional team leadership requiredCandidate needs to be comfortable in a high-tech, fast-paced environmentPhysical Job Requirements The ability to sit for prolonged periods and occasionally walk, bend, and lift 15lbsWillingness to travel 30%-50% (USA)Prolonged periods of working on a computerTraditional office environments/ or remote work environments or hybrid work environmentsSeniority level Mid-Senior levelEmployment type Full-timeIndustries Construction and Machinery ManufacturingNotes: This revised description removes extraneous postings and boilerplate while preserving the core responsibilities and qualifications. Duties and Responsibilities Serve as the lead point of contact for all assigned customer account management mattersBuild and maintain strong, long-lasting client relationshipsNegotiate contracts and close agreements to maximize profitsDevelop trusted advisor relationships, customer stakeholders and executive sponsorsEnsure the timely and successful delivery of our solutions according to customer needs and objectivesClearly communicate the progress of weekly/monthly/quarterly initiatives to internal and external stakeholdersDevelop new business and/or identify areas of improvement to meet sales and service growth initiatives/supportForecast and track account metrics (e.g., weekly sales results and annual forecasts)Prepare reports on account statusCollaborate with KESG team to identify and grow opportunitiesHandle complaints and problems in a timely and effective mannerOther duties may be assignedKnowledge, Skills, and Abilities Self-starter with the ability to work well in team environments as well as independently.
Senior Sales Executive - Strategic Solutions WorldpaySenior Sales Executive - Strategic SolutionsSan Francisco, CaliforniaIn this role, you’ll own expansion within key enterprise accounts, delivering strategic solutions that increase share of wallet, accelerate growth and strengthen long-term client partnerships. Candidates and applicants are advised they may redact age information from requested items like transcripts, resumes, and certificates attached to their application for positions that can be performed in Colorado.
Vice President, Sales Strategy - Agentforce and Data 360 Salesforce IncVice President, Sales Strategy - Agentforce and Data 360San Francisco, CA$221,900–$390,300 / yearThis leader will act as the primary architect of our GTM execution for Agentforce and Data 360-the fastest-growing organic innovation in company history-focusing on bridging high-level consumption sales strategy with field execution to capture this massive market opportunity. Required Experiences & Skills: Experience: 10+ years of experience in Sales Strategy, Business Operations, or Strategy & Operations within high-growth SaaS companies; equivalent experience within management consulting will be considered.
Senior Manager Revenue Accounting & Advisor Coherent CorpSenior Manager Revenue Accounting & AdvisorSanta Clara, CAPartners with cross-functional and cross-regional leadership teams (including Legal, Tax, Sales, and Finance) to evaluate complex revenue streams, profitability drivers, and margin performance, providing strategic insights that influence business decisions and operational outcomes. Partners strategically with Sales, Legal, Operations, and Finance leadership to review and negotiate complex customer and supplier contract terms, providing expert accounting guidance, recommending risk-mitigating revisions, and ensuring alignment with revenue recognition requirements, operational objectives, and broader business strategy.
Treasury Sales Officer I - Global Payment Solutions - Business Banking Bank of America CorpTreasury Sales Officer I - Global Payment Solutions - Business BankingPleasanton, CA$108,000–$160,000 / yearEnsures responsible revenue and balance sheet growth, profitability improvement, client calling and planning, portfolio development, pricing strategy, proposal responses, and leads client facing treasury presentationsPartners with bankers and product specialists across the enterprise to develop customized treasury solutions by identifying solutions based on client-focused cost and benefit analysis and bank-focused profitability analysisLeads pricing and negotiation discussions with the client for treasury management products to optimize relationship profitability and Year over Year (YoY) growthCoaches and mentors Treasury Analysts and works with Servicing and Implementation teams to support client needs and deliver solutions. Desired Skills:B.S. or B.A. in finance, accounting, management, or another undergraduate degreeCertified Treasury Professional Certification (CTP) or equivalentMBA or EquivalentInternational Banking ExperienceInclusive and Inspiring: Seeking motivating team players who value collaboration, hard work, and celebrating shared successAuthentic and Passionate: Seeking highly engaged teammates whose intensity and intentions align with the work we are doing for our clients and in our communitiesInnovative and Curious: Seeking teammates with out-of-the box ideas and solutions, who embrace change with a future-forward mindset, and are looking to challenge the status quoConfident and Agile: Seeking strong, clear communicators who value giving and receiving feedback, easily build relationships, act decisively while being flexible and continuing to learn in the role.
NewHybrid Wealth Advisor: Planning-Centric Client Lead Focus Partners LLCHybrid Wealth Advisor: Planning-Centric Client LeadMenlo Park, CAFocus Partners in Menlo Park is looking for a Senior Associate Wealth Advisor to enhance client relationships through personalized financial planning. This role involves collaborating with Wealth Advisors, creating investment strategies, and managing client communications.
Sales Representative/Business Consultant - San Jose, CA System OneSales Representative/Business Consultant - San Jose, CASan Jose, CaliforniaThis is a high-impact, field-based opportunity for someone who thrives in a fast-paced, quota-driven environment and wants to make a meaningful difference in the way businesses operate and grow. In this role, you will work closely with small and mid-sized businesses (SMBs), introducing them to Clover, an award-winning point-of-sale and business management platform.
Sales Associate II Tapestry IncSales Associate IIMilpitas, CA$15–$24.25 / hourCourage: Doesn't hold back anything that needs to be said; provides current, direct, complete, and "actionable" positive and corrective feedback to others; lets people know where they stand; faces up to people problems on any person or situation (not including direct reports) quickly and directly; is not afraid to take negative action when necessary. Building Effective Teams: Blends people into teams when needed; creates strong morale and spirit in their team; shares wins and successes; fosters open dialogue; lets people finish and be responsible for their work; defines success in terms of the whole team; creates a feeling of belonging in the team.
Founding Sales Lead WilsonAIFounding Sales LeadSan Francisco, CaliforniaWe are backed by leading investors including Nomad Ventures, Autopilot Ventures, and Entrepreneur First, and raised a $1.7M pre-seed round at the end of 2024. WilsonAI is building the world-leading AI platform for legal teams, helping lawyers move dramatically faster while staying in control.
Inside Sales Representative AxiadInside Sales RepresentativeSan Jose, CARemote$90,000–$140,000 / yearWhile the role emphasizes mid-market, enterprise and transactional opportunities, the ISR also supports broader lead generation across various customer segments, contributing to pipeline development and sales acceleration. As human and non-human identities multiply across disparate systems, traditional IAM tools fall short, leaving organizations with fragmented visibility and significant security gaps.
Sales Supervisor, Armani Outlet Giorgio Armani SpASales Supervisor, Armani OutletLivermore, CAThe appointed candidate will be offered a salary within the range of $21.00 plus the opportunity to participate on a bonus or commission benefit plan depending by brand, with a comprehensive benefits package including: medical, dental, vision, short and long-term disability, various paid time off programs, employee discount/perks and retirement plans with employer contributions. Your ability to combine entrepreneurial spirit, passion for the brand and knowledge of the luxury/retail business with organizational skills to manage the store will greatly influence the client and associate experience.
NewHuman Resources Business Partner (Global Sales & Marketing) Koch IndustriesHuman Resources Business Partner (Global Sales & Marketing)Fremont, CAThis role involves providing comprehensive HR support to our global sales and marketing teams, focusing on enhancing employee engagement, driving talent management initiatives, and fostering a high-performance culture. The HRBP will act as a trusted advisor and partner to business leaders, ensuring the delivery of value-added HR services that contribute to the overall success of the organization.
Manager | Sales Reinvention | Insurance Accenture PlcManager | Sales Reinvention | InsuranceSan Francisco, CAThe work: As a Management Consultant Manager, you will apply your expertise in B2B sales reinvention to define and enable front office growth strategies that help insurance clients achieve top line growth objectives, with a focus on sales force effectiveness, CRM, incentive compensation management, and B2B channel / distribution. Originate, qualify, and close new opportunities for Accenture with our Insurance clients, spanning B2B sales reinvention, CRM and sales effectiveness, incentive compensation management, go-to-market strategies, lead management, and sales operating model design.
Talent Acquisition Partner, Sales AirwallexTalent Acquisition Partner, SalesSan Francisco, CaliforniaPowered by our unique combination of proprietary infrastructure and software, we empower over 250,000 businesses worldwide – including Brex, Rippling, Navan, Qantas, SHEIN and many more – with fully integrated solutions to manage everything from business accounts, payments, spend management and treasury, to embedded finance at a global scale. Rowe Price, Visa, Mastercard, Robinhood Ventures, Sequoia, Salesforce Ventures, DST Global, and Lone Pine Capital, Airwallex is leading the charge in building the global payments and financial platform of the future.
Senior Talent Acquisition Specialist, Sales AirwallexSenior Talent Acquisition Specialist, SalesSan Francisco, CaliforniaPowered by our unique combination of proprietary infrastructure and software, we empower over 250,000 businesses worldwide – including Brex, Rippling, Navan, Qantas, SHEIN and many more – with fully integrated solutions to manage everything from business accounts, payments, spend management and treasury, to embedded finance at a global scale. Rowe Price, Visa, Mastercard, Robinhood Ventures, Sequoia, Salesforce Ventures, DST Global, and Lone Pine Capital, Airwallex is leading the charge in building the global payments and financial platform of the future.
Sr. Sales Engineer AutoStore SystemSr. Sales EngineerSan Jose, CaliforniaRemote$210,000–$230,000 / yearEnhancing Team Expertise: Acting as a subject matter expert, contributing to a culture of continuous learning and innovation by sharing insights and best practices on emerging technologies such as Agentic Automation, Large Language Models (LLMs), Retrieval-Augmented Generation (RAGs), Optical Character Recognition (OCR), Robotic Process Automation (RPA), and API integrations. Driving Value-Based Selling : Actively leading and managing the technology evaluation stage of the sales process, working closely with the sales team to position solutions based on business outcomes rather than feature functionality, focusing on maximizing deal size and customer impact.
Advisor Network Member – Equity Capital Raising Initio CapitalAdvisor Network Member – Equity Capital RaisingSan Francisco, CARemote$5,000–$7,000As a RaiseOS Advisor, you’ll leverage your expertise and network to guide clients through the fundraising process while earning competitive compensation for successful outcomes. RaiseOS, powered by Initio Capital , is a modern capital-raising platform designed to help founders and fund managers efficiently close equity rounds.
Specialty Beauty Advisor - Lancome Ulta Beauty IncSpecialty Beauty Advisor - LancomeSan Jose, CAWe bring possibilities to life through the power of beauty each and every day in our stores and online with more than 25,000 products from approximately 500 well-established and emerging beauty brands across all categories and price points, including Ulta Beauty's own private label. Ulta Beauty is the largest North American beauty retailer and the premier beauty destination for cosmetics, fragrance, skin care products, hair care products and salon services.
Associate, Client Advisor - Giorgio Armani Giorgio Armani SpAAssociate, Client Advisor - Giorgio ArmaniSan Francisco, CAThe appointed candidate will be offered a salary within the range of $25.00 plus the opportunity to participate on a bonus or commission benefit plan depending by brand, with a comprehensive benefits package including: medical, dental, vision, short and long-term disability, various paid time off programs, employee discount/perks and retirement plans with employer contributions. passion for the brand, exemplify the company's values and knowledge of the luxury/retail business will greatly influence the client experience.
Sr. Relationship Advisor Northern Trust CorpSr. Relationship AdvisorMenlo Park, CA$189,290–$331,200 / yearAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions. Manages assigned account base of sophisticated wealth management clients by working with client service team, clients and their professional advisors to develop a thorough understanding of the client's needs and goals.
Family Service Advisor NORTHSTAR MEMORIAL GROUP, LLCFamily Service AdvisorOakland, CA$70,000–$150,000 / yearExtensive Training: We welcome both new and experienced sales talent and offer comprehensive training to sharpen your skills and build your sales pipeline with qualified leads given to you for free. Youll be encouraged to think outside the box and bring fresh ideas to help families honor their loved ones in unique and meaningful ways.
Fashion Advisor, Nordstrom Valley Fair Chanel S.A.Fashion Advisor, Nordstrom Valley FairSan Jose, CACareer and Leadership Development: We have dedicated in-house teams focused on supporting the onboarding of employees, developing leadership skills via custom programs like Imagine CHANEL People, Heart of Leadership and group and individual coaching, and blended online and live classes offered on our Bloom platform and by skilled trainers, such as Shape Your Career, to develop career building skills. We offer Employee Resource Groups in the US that are voluntary, open to all, employee-led groups formed around a shared identity or lived experience, whose aim is to foster a diverse, inclusive, and equitable community aligned with the values and missions of the communities they support.
Client Advisor (Part-time), A|X Outlet Giorgio Armani SpAClient Advisor (Part-time), A|X OutletLivermore, CAThe appointed candidate will be offered a salary within the range of $17.76 plus the opportunity to participate on a bonus or commission benefit plan depending by brand, with a comprehensive benefits package including medical, dental, vision, short and long-term disability, various paid time off programs, employee discount/perks and retirement plans with employer contributions. passion for the brand, exemplify the company's values and knowledge of the luxury/retail business will greatly influence the client experience.
Client Advisor (Part-time), A|X Armani Exchange Giorgio Armani SpAClient Advisor (Part-time), A|X Armani ExchangeLivermore, CAThe appointed candidate will be offered a salary within the range of $17.46 plus the opportunity to participate on a bonus or commission benefit plan depending by brand, with a comprehensive benefits package including: medical, dental, vision, short and long-term disability, various paid time off programs, employee discount/perks and retirement plans with employer contributions. Your ability to combine entrepreneurial spirit, passion for the brand, exemplify the companys values and knowledge of the luxury/retail business will greatly influence the client experience.
NewRelationship Advisor Northern Trust CorpRelationship AdvisorSan Francisco, CA$131,675–$223,905 / yearAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions. Exhibits clear knowledge of fiduciary duties, applicable laws and oversight, including trust and tax law, estate planning techniques, financial planning, asset management and prudent investment principles.
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.
Toyota Express Service Advisor Stevens Creek ToyotaToyota Express Service AdvisorSan Jose, CaliforniaWe are a destination for customers who expect top-tier service, and we achieve this by empowering our employees to build lasting relationships and take pride in their work. As the main point of contact for our repair shop, you will bridge the gap between our customers and our technicians, ensuring a seamless and transparent service experience.
Consumer Loan Advisor Mirastar FCUConsumer Loan AdvisorSan Jose, CaliforniaUtilize available tools (credit reports, loan origination systems, CRM, and core systems) to structure solutions, evaluate creditworthiness, and present tailored loan options (rate, term, and structure). Education and/or Experience: High school diploma and 2 to 4 years of experience in consumer lending, financial services sales, or credit analysis within a financial institution, or an equivalent combination of education and consumer lending experience.
NewClient Advisor StifelClient AdvisorSan Francisco, CaliforniaFull time1919 Investment Counsel has a team of portfolio managers, research analysts and client service professionals that work together to construct investment portfolios that are tailored to each client’s specific needs and objectives and to deliver tailored solutions that preserve, build and manage wealth for 1919 Investment Counsel’s clients. 1919 Investment Counsel manages more than $24 billion of client assets and has offices in Baltimore, Birmingham, Cincinnati, New York, San Francisco, Philadelphia and Vero Beach.
NewAdobe - Principal Value Advisor 3Q Digital, Inc.Adobe - Principal Value AdvisorSan Jose, CARemote$122,700–$155,000 / yearYou will operate inside value realization frameworks such as Adobe''s Value Realization Acceleration (VRA), partner closely with Sales, Professional Services, and Customer Success during high-stakes milestones like renewals and expansions, and bring experience from agile program environments to keep your work synced with how delivery teams actually operate. Partner Across the Account Team During High-Stakes Milestones: Influence without formal authority across Sales, Professional Services, and Customer Success to align value narratives at renewal and expansion moments, and sync your work with delivery teams operating in agile and scaled-agile frameworks.
VP Financial Advisor Wealth Enhancement Group AcquisitionVP Financial AdvisorSan Francisco, CA$164,000–$250,000 / yearActual 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. OSHA 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.
NewService Advisor Camping World HoldingsService AdvisorMorgan Hill, CA$50,000–$75,000 / yearWhat You'll Do:Determine specialized product needs and services by working directly with customersSuggest add-on sales to increase average transactionsProvide price estimates for designated installations prior to scheduling appointmentsKeep customers apprised of work progressWhat You'll Need to Have for the Role:A minimum of one year of service experience is preferredPrevious RV product or camping lifestyleAbility to work daily on a computer and perform internet searches as neededExcellent organization and follow up skills are requiredThe ability to follow department procedures and policiesValid driver's license preferredMay lift up to 25 lbs and/or move up to 50 lbs. with assistive devicesProlonged periods of standing, stooping, crawling, and bendingGeneral Compensation DisclosureThe pay range for this role considers several factors in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.
Senior Wealth Advisor Columbia Banking System IncSenior Wealth AdvisorSan Jose, CAThe Senior Wealth Advisor is expected to consistently maintain and build a book of business, both individually and/or within an established team, which may include additional Wealth Advisors, Client Service Specialists, Private Bankers, and Wealth Strategists. They also must have the ability to grow and manage a large book of business encompassing business development, financial planning, asset management, pipeline management, and a high-level understanding of most client financial considerations.
Sales Program Manager NR Consulting LLCSales Program ManagerCupertino, CA$140,000–$160,000 / yearThis role will become the true voice of our customers and work closely with our cross fuctional team leadership and management teams in China to ensure a high level of customer satisfaction in a very competitive business environment. This person will require strong customer relationship building to handle high level negotiations including ramp planning, pricing and allocation issues along with resolving other high level challenges that impacts our company’s bottom line.
Sales Engineer AstronomerSales EngineerSan Francisco, CaliforniaRemoteData Engineering Know-How: Familiarity with core data engineering concepts including orchestration, ELT, Git, and Role-Based Access Control (RBAC), with hands-on experience or working knowledge of Apache Airflow in a customer environment. Experience and Expertise : 2+ years in a Sales Engineering, Solutions Engineering, Consulting or similar role within the data space, ideally with experience in modern data tools like Snowflake, Databricks, Fivetran, or Tableau.
Industrial Sales Engineer Hilti IncIndustrial Sales EngineerSan Francisco, CAYou will engage multi-level stakeholders across Engineering, Operations, Quality, and leadership teams, positioning yourself as a trusted advisor while translating technical capability into tangible business outcomes. Operating at the intersection of engineering and commercial delivery, you will work directly within customer production environments to solve complex operational challenges, optimise workflows, and deliver measurable improvements in productivity, safety, and quality.
Financial Solutions Advisor - Stonestown Financial Center Bank of AmericaFinancial Solutions Advisor - Stonestown Financial CenterSan Francisco, CaliforniaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Works 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.
Financial Solutions Advisor - Private Bank Office - West Market Bank of AmericaFinancial Solutions Advisor - Private Bank Office - West MarketSan Francisco, CaliforniaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Has three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded (including at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services).
Advisor, Startup Banking - San Francisco RhoAdvisor, Startup Banking - San FranciscoSan Francisco, CA$83,000–$115,000 / yearFoster strong collaboration with internal teams to ensure a smooth and efficient sales cycle from initial client engagement through to deal closure and onboarding new clients, while ensuring client satisfaction and long-term relationship building. You will work with Rho leaders and team members across the organization to deliver on our mission of making finance frictionless for organizations by promoting and implementing Rho's differentiated technology to mid-market clients.
AWM | Private Bank | Regional Lending Advisor, Vice President - San Francisco The Goldman Sachs Group IncAWM | Private Bank | Regional Lending Advisor, Vice President - San FranciscoSan Francisco, CA$85,000–$270,000 / yearThe Vice President, Capital Markets (Securities-Based Lending) will play a critical role in delivering market-based financing solutions to high net worth and ultra-high net worth clients. The role partners closely with Private Wealth Advisors, underwriting, and risk partners to originate, structure, and manage sophisticated securities-based lending solutions while maintaining a strong control and risk discipline.
NewSenior Associate Wealth Advisor Focus Partners LLCSenior Associate Wealth AdvisorMenlo Park, CA$124,000–$140,000 / yearRecord client communication and information diligently within the client relationship platformResource and collaborate with other Associate Wealth Advisors (AWAs)Review client billing and ensure compliance for the advisory teamEngage in advisory team business planning efforts and support the firm's strategic prioritiesInteract and communicate independently with clients through emails, calls, and presentationsMeet with clients in person; some travel may be requiredQualificationsBachelor's Degree5+ years of financial service experienceCFP or equivalent (ChFC or CPA + PFS) requiredProven experience in financial analysis, modeling, and strategic planningStrong understanding of investment strategies, risk management, tax planning, and estate planningExcellent analytical skills and attention to detailStrong interpersonal skills and ability to explain complex financial concepts to clientsTeam‑orientated approachKnowledge of financial industry, financial products, and financial planning conceptsExperience managing prospect pipelines and onboarding new clientsBusiness development skillsetClean U4Compensation & BenefitsThe Senior Associate Wealth Advisor is an exempt position. The Senior Associate Wealth Advisor role is an exciting opportunity to work with a planning‑centric team dedicated to creating personalized wealth advice based on each client's goals and aspirations.
Associate, Wealth Advisor Cresset CapitalAssociate, Wealth AdvisorSan Francisco, CABuild a strong wealth management acumen with an understanding of Cresset's investment philosophy and ongoing general market outlook, portfolio construction and management, goals-based financial planning, risk management, alongside estate, tax and philanthropic planning considerations. Review and understand estate documents (entity structures, estate plan, wills, beneficiaries, trustees) and tax returns; collaborate with other internal teams (Wealth Planning, Wealth Strategy, Tax) and external providers as needed.
Advisor Development Program Client Associate - San Francisco Bank of America CorpAdvisor Development Program Client Associate - San FranciscoSan Francisco, CAThis progression role is responsible for providing client service support to Financial Advisors (FAs).As a WMCA - ADP your journey begins by obtaining your Securities Industry licenses, where you will receive dedicated study time for your Securities Industry Essentials [SIE], Series 7, and Series 66 Exams. 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 FINRAShift:1st shift (United States of America)Hours Per Week: 37.5 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age.