Top Tech Jobs & Startup Jobs in San Francisco Bay Area, CA

Reposted One Month AgoSaved
In-Office
4 Locations
63K-117K Annually
Mid level
63K-117K Annually
Mid level
Financial Services
The Financial Advisor provides comprehensive banking solutions and investment advice, supports business development, and cultivates client relationships to achieve sales targets. They assess client needs, develop strategies, and provide recommendations based on market opportunities and stakeholder needs.
Top Skills: 63 & 65 LicensesFinra Series 6Finra Series 7 & 66 LicensesLife And Health Insurance Producer'S LicenseLtc Continuing Education Requirements
8 Days AgoSaved
Remote
USA
42K-69K Annually
Mid level
42K-69K Annually
Mid level
Financial Services
Provide customer service and portfolio support for lending clients and relationship managers. Assist with client meetings, account setup, loan processing, documentation, credit monitoring, covenant tests, collateral management, and compliance. Analyze data, resolve client inquiries, support bankers, identify risk issues and profitability opportunities, and participate in audits while adhering to regulatory and bank risk policies.
Reposted 12 Days AgoSaved
Remote
4 Locations
42K-78K Annually
Junior
42K-78K Annually
Junior
Financial Services
The Investment Specialist provides client support, manages accounts, assists with financial inquiries, and builds customer loyalty while adhering to regulatory standards.
Top Skills: ClientworksMoneyguide-ProSalesforceSeries 65Series 66Series 7Sie
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