2mo
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Senior Wealth Advisor
Irvine or Walnut Creek or San Diego or Los Angeles or Sacramento or Eugene or Santa Rosa or Medford or San Jose
OnsiteFull Time
5+ YOE5+ years in investment/wealth management; bachelor’s degree preferred; CFA, CFP, CIMA, CWS, CEPA, or AIF credentials; strong marketing, business development, and client relationship skills; willing to travel.
CRM, Financial planning software, Microsoft Office
2w
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Senior Talent Advisor
San Jose or California
$120k-$142k/yr HybridFull Time
3+ YOEExperienced full-cycle recruiter with 3+ years recruiting for operations, G&A, sales, or commercial roles in biotech/medical device; proficiency with Workday and LinkedIn; strong communication and stakeholder management; bachelor's/master's degree plus experience.
Workday, LinkedIn
2mo
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Senior Academic Advisor - 7 Posiitions
San Jose, California, United States
$6k-$8k/mo OnsiteFull Time
3+ YOEProvide academic advising and student success services to upper-division undergraduates; manage caseload; collaborate with campus partners.
PeopleSoft, EAB Navigate
1mo
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Senior Trade Finance Advisor
San Jose or Las Vegas or Dallas or Chicago or Los Angeles or Austin or Phoenix or San Diego or Boston
$149k-$184k/yr OnsiteFull Time
6+ YOE6+ years in trade finance/international or commercial banking, bachelor\u0002s degree or equivalent, knowledge of UCP 600/ISP98, regulatory and credit underwriting fundamentals, strong analytical and communication skills.
3mo
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Senior Real Estate Investment Sales Advisor
San Jose, California, United States
HybridFull Time
2+ YOELicensed California real estate broker with at least 2 years in commercial real estate sales or leasing; experienced in office, industrial, or self-storage sectors; strong collaboration orientation.
CRM, Real Estate CRM
3mo
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Senior Real Estate Investment Sales Advisor
San Francisco or Oakland or San Jose
HybridFull Time
2+ YOELicensed California real estate broker with at least 2 years in commercial sales or leasing.
Salesforce, CRM, Data systems
1mo
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Wealth Advisor
Los Altos or San Jose
$165k-$175k/yr OnsiteFull Time
7+ YOEBachelor's degree, Series 65, CFP/CFA or other advanced designation, 7+ years industry experience, strong client relationship, wealth planning, and leadership skills.
e-Money, Salesforce, Microsoft PowerPoint, Microsoft Word, Microsoft Excel, Microsoft Outlook
2w
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Regional Payment Advisor
San Jose, California, United States
$70k-$136k/yr OnsiteFull Time
5+ YOEBachelor's degree and 5+ years procurement/supply chain/finance experience; process optimization, data analysis, project and team management skills; strong communication and leadership.
3w
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Attorney Advisor (CLC Attorney)
Mendota, California, United States
$90k-$164k/yr OnsiteFull Time
J.D. and active bar membership required; experience in correctional law or federal civil litigation preferred; strong legal research and writing, litigation, and advisory skills.
2w
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Career Advisor - Part Time
Merced County, California, United States
$27-$27/hr OnsiteFull Time
5+ YOEBachelor's degree or equivalent, 5+ years operations experience, strong communication, MS Word/Excel proficiency, valid driver’s license, knowledge of WIOA and workforce programs.
Microsoft Word, Microsoft Excel
2w
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Senior Private Wealth Advisor, Practice Lead - San Jose area
San Jose or Fremont or Milpitas or California
$137k-$198k/yr RemoteFull Time
10+ YOE10+ years in financial services with high-net-worth client experience; Series 65 and FINRA fingerprinting required; CFP preferred; bachelor's degree or equivalent; strong communication, planning, and client retention skills.
1mo
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Senior Home Lending Advisor - Turlock CA
Turlock or Merced
$17/hr OnsiteFull Time
3+ YOEBachelor's degree or equivalent experience, 3+ years mortgage lending/sales in retail banking, knowledge of FHA/VA/FNMA/FHLMC, NMLS registration required, strong communication and consultative skills.
National Mortgage Licensing System (NMLS), Windows, Chase.com
3d
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Senior Home Lending Advisor - Lathrop CA
Lathrop, California, United States
$17/hr OnsiteFull Time
3+ YOE3+ years mortgage lending and retail sales experience; Bachelor's degree or equivalent; NMLS registration required; knowledge of FHA/VA/FNMA/FHLMC; strong communication and consulting skills.
National Mortgage Licensing System (NMLS), Windows
2w
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Senior Private Wealth Advisor, Practice Lead - San Jose/Santa Cruz
San Jose or San Mateo or Santa Cruz
$125k-$182k/yr RemoteFull Time
10+ YOE10+ years in financial services with high-net-worth experience; Series 65 and FINRA fingerprinting required; CFP preferred; strong communication, planning, and portfolio/wealth management skills; bachelor's degree or equivalent experience.
1mo
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Senior Wealth Advisor & Practice Lead - Wealth Management / Personal Strategy - Bay area region
San Francisco or San Jose or Oakland or Los Angeles County
$105k-$148k/yr RemoteFull Time
4+ YOEBachelor's degree or equivalent, 4+ years licensed advisory experience, FINRA Series 65 required, FINRA fingerprinting, ability to meet Bay Area clients, advanced wealth management and financial planning knowledge, strong communication skills.
Microsoft Word, Microsoft Excel, Microsoft Outlook, Microsoft PowerPoint, Salesforce, NetX360
2w
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TikTok Ads Financial Crime Compliance Advisor - Global Payment
San Jose, California, United States
$122k-$288k/yr OnsiteFull Time
5+ YOE5+ years in AML/financial crimes advisory, knowledge of BSA/AML, FATF, FinCEN, strong analytical and communication skills, ability to advise product and engineering on AML risks.
4w
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FAAS-TAAG-Senior (San Francisco, CA, US, 94105-2907)
San Francisco or San Jose or Los Angeles or Seattle or Hoboken or New York City or Boston or Atlanta or Chicago or Dallas or Houston or McLean or Philadelphia
$91k-$150k/yr HybridFull Time
2+ YOEBachelor's degree and CPA required, 2+ years' experience (2-5 years preferred), strong US GAAP knowledge, technical writing and presentation skills, project management, mentoring/people management experience, willingness to travel and work extra hours.
1mo
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Block Advisors District General Manager
San Jose, California, United States
$109k-$175k/yr FieldFull Time
5+ YOE5+ MgmtBachelor's degree or equivalent, 5+ years related experience, P&L ownership, multi-unit/retail leadership, remote leadership experience, IRS e-file suitability, strong communication and planning skills.
1mo
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Block Advisors District General Manager
San Jose, California, United States
$109k-$175k/yr OnsiteFull Time
Our Company: A professional services providing tax preparation and related financial services.
5+ YOE5+ Mgmt5+ years in related retail leadership; multi-unit oversight; P&L ownership; budgeting, strategic planning, and people development; IRS e-file suitability.
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