UNKNOWN

FEED

Represent Social Finance credibly and compellingly across all fundraising priorities - including impact investment and philanthropic funds (e.g., the Impact First Fund, ReNEW), customized donor investment vehicles (e.g., Custom Portfolios), research and field-building work (e.g., the Institute), unrestricted general operating support, and other emerging priorities - translating complex investment structures and programmatic work into resonant narratives for sophisticated philanthropic and investment audiences. Demonstrated ability to represent a complex, multi-priority organization to sophisticated philanthropic and investment audiences, translating impact investing frameworks, fund structures, and programmatic strategies into compelling narratives; genuinely energized by Social Finance''s field-building mission and the opportunity to engage funders at the frontier of philanthropy and impact-first investing.

YEAR

Social Finance, Inc

Vice President, Partnerships & Philanthropy

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OTHER

This position will involve client-facing activities, providing comprehensive tax services to new and existing clients, and assisting our advisors and financial planning team with strategic tax planning. The firm ranks among the top 15 on Barron’s Top 100 RIA Firms list, has a historical client retention rate of 97%, and is a National Business Research Institute (NBRI) Circle of Excellence Award winner.

Allworth Financial

Senior Staff Accountant

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The firm ranks among the top 15 on Barron’s Top 100 RIA Firms list, has a historical client retention rate of 97%, and is a National Business Research Institute (NBRI) Circle of Excellence Award winner. Our commitment to your success is enhanced by our competitive base pay and an extensive benefits package, including: Medical: Blue Shield (PPOs and HDHP with HSA) plans and Kaiser (HMO) plans for California associates.

Staff Accountant

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Equitable Financial Life Insurance Company

Financial Services Professional - CA, San Francisco Bay Area (5261)

Lead high-impact, cross-functional, customer facing projects that touch Treasury engineering, operations, compliance, banking, and risk teams. They invited individuals to deposit their gold and other assets with their institution, promising not only secure storage but also active deployment in trade and finance and accessible when needed.

Mercury

Senior Software Engineer - Treasury

As part of this role, you will: Lead high-impact, cross-functional, customer facing projects that touch Treasury engineering, operations, compliance, banking, and risk teams. The ideal candidate for the role: Has 5+ years of professional full stack software engineering experience building and operating backend systems to customer facing experiences.

Mercury Technologies Inc

This role is ideal for highly motivated sales professionals who thrive in a performance-driven environment, enjoy helping clients achieve their financial goals, and are excited about combining technology, finance, and relationship-based selling. Amplify provides a pipeline of qualified inbound opportunities, allowing you to focus on what you do best: educating clients, building relationships, and helping customers make informed financial decisions.

Wealth Advisor Jobs in San Francisco, CA

Vice President, Partnerships & Philanthropy Social Finance, Inc

Senior Staff Accountant Allworth Financial

Staff Accountant Allworth Financial

Financial Services Professional - CA, San Francisco Bay Area (5261) Equitable Financial Life Insurance Company

Senior Software Engineer - Treasury Mercury

Senior Software Engineer - Treasury Mercury Technologies Inc

Licensed Financial Representative Amplify

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