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

Join as a licensed-track Financial Solutions Advisor Stage I: obtain SIE, Series 7 and 66 licenses, learn advisory skills, build client relationships, deliver banking and investment solutions, collaborate with partners, and progress to Stage II while working primarily in financial centers and phone-based client service.

Provide personalized mortgage and banking advice to clients, acquire and deepen relationships, present home lending solutions, submit mortgage applications, manage documentation and client communications, refer to internal partners, and coach financial center associates while balancing sales, risk, and compliance.

Manage customized discretionary investment portfolios for high-net-worth and ultra-high-net-worth clients. Responsibilities include asset allocation, portfolio construction, manager/security selection, trade execution, risk and compliance oversight, client communication, performance reviews, and collaborating on integrated wealth solutions while mentoring associates and supporting business development and client retention.

Support Financial Advisor team by managing client relationships, serving as client contact for non-administrative requests, assisting in client meetings on investments and account performance, executing the team service model, managing onboarding and escalations, monitoring client satisfaction, and ensuring regulatory registrations (Series licenses, SAFE Act) and firm-required disclosures/designations are maintained.

Manage and grow treasury revenue for a portfolio of large corporate clients by developing customized cash management, payments, trade, FX and card solutions. Drive client acquisition and expansion, lead pricing and negotiations, support client planning and portfolio development, foster digital adoption, and partner with bankers and product specialists to deliver profitable, client-focused treasury strategies.

Manage corporate credit relationships for Technology, Media, Telecom & Gaming clients: underwrite, structure, negotiate and monitor loans; lead credit approvals and portfolio oversight; mentor junior staff; collaborate with relationship managers, risk, treasury and legal to grow loans while mitigating risk and ensuring regulatory compliance.

Lead infrastructure engineer designing and deploying infrastructure tools and playbooks, supporting NonStop systems and messaging middleware, automating processes, troubleshooting production issues, coordinating releases, mentoring engineers, and ensuring compliance with enterprise architecture and security standards.

Provide customized financial advice and solutions, meet clients to review financial goals, triage leads, and mitigate risks while collaborating with internal partners.

Provide high-touch wealth advisory and client coverage for corporate executives, leading the Client Management Process to deepen relationships. Deliver integrated recommendations across banking, credit, asset management and wealth structuring, coordinate enterprise partners, promote digital capabilities, and advocate for clients as a trusted advisor. May require SAFE Act registration for residential mortgage origination.

Provide comprehensive financial advice and customized investment and banking solutions to clients. Triage leads, refer clients to internal partners based on needs and assets, meet to review goals, recommend products, mitigate risk, identify new clients, and complete required licenses and trainings (including SAFE Act registration for mortgage origination).