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

Provide financial advice and customized investment solutions to clients, build financial plans, triage leads, refer to internal partners, recommend brokerage products, and complete required licenses and trainings including SAFE Act registration.

Entry-level technology apprenticeship providing on‑the‑job training in monitoring, production support, event management, access fulfillment, basic security engineering, client onboarding, scripting, and documentation. Apprentices work under supervision to support networks, systems, and applications while building technical and business skills within technology teams.

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

The Merrill Advisor Development Program offers training to help individuals transition into Financial Advisors, focusing on client relationships, investment recommendations, and achieving performance goals.

The Private Client Advisor II role focuses on acquiring and managing client relationships, driving business development, and providing tailored financial solutions. Key responsibilities include client management, leveraging resources for clients' wealth strategies, and leading a team in meeting client needs.

The Market Executive leads market growth, develops talent, ensures client experience, manages risk, and enhances brand visibility while overseeing a team of advisors.

Responsible for ensuring documents comply with internal policies and regulations, administering trust accounts, and mitigating fiduciary risks while addressing client concerns.

This position involves advising clients on financial solutions, triaging leads, and recommending investment strategies to help achieve financial goals, while ensuring compliance with SAFE Act registration requirements.

As a Financial Solutions Advisor, you will obtain securities licenses and learn to manage client relationships by providing financial advice and solutions. You will advance through staged development experiences in a financial center environment.

The Treasury Sales Officer will drive revenue growth in treasury management by managing client relationships, developing customized solutions, and leading discussions with stakeholders, while mentoring junior team members and maintaining client satisfaction.