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

This role advises clients on financial goals, builds investment plans, and recommends products, requiring licenses and experience in finance.

This role supports Financial Advisors in enhancing client relationships by managing client interactions, onboarding, and investment strategy meetings while ensuring client satisfaction.

The role involves providing Consumer Lending advice, managing client relationships, and employing community development strategies to enhance mortgage lending services. It requires understanding of credit and lending guidelines.

This role involves providing tailored financial advice, meeting client investment goals, and supporting loan applications while ensuring compliance with regulations.

Provide client service support to Financial Advisors, ensuring client needs are met and promoting bank offerings, while maintaining operational excellence.

The role involves providing financial advice, building financial plans, managing client relationships, and achieving sales goals in a financial services environment.

The Principal Engineer will lead the engineering approach for Stablecoin solutions, ensuring high-quality development and delivery of complex features and technology. Responsibilities include overseeing design, managing technical standards, and collaborating across multiple teams to achieve business outcomes.

The role involves providing client service support to financial advisors, ensuring client needs are met and operational excellence is maintained. Responsibilities include educating clients on services, maintaining relationships, and supporting team activities.

Support Financial Advisors and provide client service while progressing towards becoming a Financial Advisor through training and completion of required licensing exams.

The Wealth Strategist collaborates with UHNW individuals and families to develop wealth transfer strategies, enhance client relationships, and assist Merrill Advisors in implementing customized financial planning.