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

Provides personalized financial planning and investment guidance to clients, recommends banking and brokerage solutions, manages referrals, identifies prospective clients, and builds client relationships. The role requires completing industry licenses and training, managing risk, meeting financial goals, and complying with SAFE Act registration requirements for potential mortgage loan origination.

Manages and grows treasury revenue across a portfolio of large corporate healthcare clients. Develops client plans, leads relationship and solution sales, delivers customized liquidity, payments, foreign exchange, trade, and working-capital solutions, and partners cross-functionally to meet client objectives. Responsibilities include pricing, proposals, presentations, treasury reviews, thought leadership, client calling, portfolio development, and special projects.

Completes structured training and obtains SIE, Series 7, and Series 66 licenses before advising banking, small-business, and high-net-worth clients. Builds and manages client relationships, assesses financial needs, recommends banking and investment solutions, delivers reviews, and collaborates with banking and Merrill partners. Requires strong communication, organization, adaptability, and client focus. The role is primarily in financial centers, with Monday-Friday availability and some Saturdays.

Provides consumer and mortgage lending advice, develops business through external networking and referral partners, manages loan pipelines, analyzes borrower financial information, and ensures compliant execution of lending processes. The role requires independently sourcing clients, understanding conventional, jumbo, government, FHA, and HUD loan products, coordinating with fulfillment partners, and delivering strong client service while meeting sales goals.

Provides personalized financial planning and investment advice to clients, recommends brokerage and banking solutions, manages referrals, develops new client relationships, and ensures regulatory compliance. The role requires Series 7 and 66 licenses, financial services and investment experience, strong communication and relationship-building skills, and availability Monday through Friday with rotating Saturdays.

Entry-level financial advisor trainee role providing structured licensing preparation for the SIE, Series 7, and Series 66 exams. After licensing, the advisor builds client relationships, assesses financial needs, recommends banking and investment solutions, conducts client reviews, manages referrals and pipelines, and collaborates with banking and investment partners. The role requires client focus, communication, self-discipline, adaptability, and compliance with SAFE Act and FINRA registration requirements.

Provides personalized financial guidance to clients across borrowing and banking products, acquires and deepens relationships, analyzes financial needs, recommends solutions, manages outreach pipelines, and makes referrals. The role balances sales performance, operational risk, and client care while coaching financial center associates. Requires B2B sales or small business banking experience, strong communication, customer service, outbound phone sales, relationship-building, and a proven sales record.

Provides personalized borrowing and banking guidance to financial center clients, analyzes financial needs, recommends lending solutions, and originates mortgage applications. Builds and deepens client relationships through meetings, outreach, referrals, and pipeline management. Supports clients throughout the mortgage process, gathers documentation, ensures regulatory compliance, manages risk, and collaborates with financial center leaders to coach associates and deliver strong client experiences.

The role involves becoming a Financial Advisor by developing client relationships, managing investments, and recommending solutions based on clients' financial goals.

Completes structured training and obtains SIE, Series 7, and Series 66 licenses before advising banking and investment clients. Builds and manages client relationships, identifies needs, recommends financial solutions, conducts reviews and presentations, and connects clients with Bank of America and Merrill partners. Develops a client network, manages referrals and pipelines, and provides comprehensive financial guidance while meeting regulatory and client-care requirements.