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

The Wealth Management Associate supports financial advisors by managing client interactions, administering retirement plans, and ensuring compliance while delivering an exceptional client experience.

The Admin Manager leads Client Service Associates, overseeing administrative operations to ensure exceptional support for Financial Advisors. Responsibilities include team management, process improvement, and fostering a strong client service culture.

The Sr. Supervisory Principal supervises financial transactions, ensures compliance, analyzes transaction activities, and collaborates with other business partners for sales practice concerns.

The Regional Director will drive sales by recruiting financial advisors, developing strategies, and engaging prospects. Responsibilities include managing advisor relationships and improving recruitment practices.

The High Net Worth Planner supports financial advisors by developing advanced financial plans for affluent clients, requiring data analysis and strategy expertise. Responsibilities include data entry in eMoney, collaborating with team members, and articulating recommendations to clients.