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

The consultant provides advice on retirement and benefit programs, oversees pension valuations, trains staff, and manages client relationships and budgets.

The role involves mentoring and coaching financial sales associates, enhancing their skills in consultative selling and financial planning, while providing subject matter expertise on financial services and products.

As a Wealth Planner, you will build relationships with clients, implement personalized wealth management and investment strategies, and guide financial planning processes.

As a Financial Consultant at Fidelity, you will engage customers in person, provide financial guidance, and leverage an existing client base to create tailored financial plans, ensuring exceptional customer experiences.

The Vice President, M&A Strategy Lead will manage engagements to align benefit strategies during mergers and acquisitions, enhance client relationships, and drive new business efforts. Key responsibilities include project oversight, risk mitigation, strategic plan design, and mentoring associates.

As a Financial Services Representative, you'll support customers by answering their questions, placing trades, and developing your career in financial services with paid training for licensing exams.

As a Financial Services Representative, you'll support customers via phone, handle account inquiries, and receive training for FINRA licenses, fostering a career in financial services.

As a Financial Representative, you will enhance client relationships, ensure compliance, and support branch success through excellent customer service and financial expertise.

As a Financial Services Representative, you'll support customers via phone by answering inquiries related to accounts, withdrawals, and trades, while obtaining FINRA licenses.

Lead the development of an Investment Risk Platform, integrating analytics and machine learning, managing cross-team collaboration, and mentoring a development team.