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

Reposted 5 Days AgoSaved
In-Office
3 Locations
29-34 Hourly
Entry level
29-34 Hourly
Entry level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
As a Financial Solutions Advisor I, you will obtain securities licenses, build client relationships, and deliver financial advice while progressing through career stages at Bank of America.
Top Skills: Securities Industry Essentials (Sie)Series 66Series 7
Reposted 5 Days AgoSaved
In-Office
Richmond, CA, USA
Junior
Junior
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The role focuses on resolving routine client requests via calls, chats, or emails, delivering excellent service and maintaining accurate records of client interactions. Responsibilities include identifying client needs, ensuring compliance with regulations, and providing solutions to deepen client relationships.
7 Days AgoSaved
In-Office
Richmond, CA, USA
86K-120K Annually
Senior level
86K-120K Annually
Senior level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Manage end-to-end execution of targeted marketing offers across associate and digital channels. Translate business needs into technical requirements, drive implementation timelines, write and execute test scripts, perform UAT and production validation, and monitor production. Serve as SME for platform integrations, real-time rules, file delivery, and front/back-end functionality while coordinating cross-functional partners.
Top Skills: ExcelInsights EngineOffers Management PlatformPowerPointWord
Reposted 9 Days AgoSaved
In-Office
Belmont, CA, USA
65K-80K Annually
Mid level
65K-80K Annually
Mid level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Provide customized financial advice and solutions, meet clients to review financial goals, triage leads, and mitigate risks while collaborating with internal partners.
Top Skills: Brokerage ProductsFinancial PlanningInvestment Products And ServicesSeries 66 License (Or 63 Or 65)Series 7 License
Reposted 9 Days AgoSaved
In-Office
Walnut Creek, CA, USA
25-30 Hourly
Mid level
25-30 Hourly
Mid level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The role originates loans for clients, primarily focusing on residential mortgages while providing tailored financial products and maintaining client relationships.
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Reposted 10 Days AgoSaved
In-Office
Richmond, CA, USA
Mid level
Mid level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The role involves advising clients on financial goals, creating financial plans, recommending brokerage products, and making client referrals to appropriate services.
Top Skills: Banking SolutionsBrokerage ProductsFinancial PlanningInvestment Strategies
Reposted 11 Days AgoSaved
In-Office
Walnut Creek, CA, USA
60K-100K Annually
Junior
60K-100K Annually
Junior
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
This role supports Financial Advisors in enhancing client relationships by managing client interactions, onboarding, and investment strategy meetings while ensuring client satisfaction.
Top Skills: Client Management SoftwareInvestment ProductsWealth Management
12 Days AgoSaved
In-Office
Pleasant Hill, CA, USA
29-34 Hourly
Entry level
29-34 Hourly
Entry level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
Trainee financial advisor role focused on obtaining SIE/Series 7/66 licenses, learning advisory skills, building client relationships, delivering Bank of America and Merrill investment solutions, collaborating with banking partners, and progressing from Stage I to Stage II while complying with SAFE Act registration requirements.
Reposted 13 Days AgoSaved
In-Office
Richmond, CA, USA
Junior
Junior
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The Financial Advisor will engage with high-net worth clients to understand their needs, recommend investment products, and develop relationships, while building a book of business, collaborating with financial teams, and completing required training.
Top Skills: ExcelMicrosoft PowerpointMicrosoft Word
Reposted 14 Days AgoSaved
In-Office
San Francisco, CA, USA
180K-255K Annually
Senior level
180K-255K Annually
Senior level
Big Data • Fintech • Mobile • Payments • Financial Services • Data Privacy
The Wealth Strategies Advisor focuses on supporting Merrill advisors to address clients' wealth planning objectives, developing integrated strategies, and engaging ultra-high net worth clients for wealth transfer and tax minimization.
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