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

YesterdaySaved
In-Office
San Francisco, CA, USA
170K-210K Annually
Senior level
170K-210K Annually
Senior level
Financial Services
The Senior Wealth Advisor builds relationships with high net worth clients, provides tailored financial solutions, and ensures compliance with regulations while working with a unified in-house team.
Top Skills: Financial Planning Software
Reposted YesterdaySaved
In-Office or Remote
2 Locations
85K-100K Annually
Junior
85K-100K Annually
Junior
Financial Services
The Associate Vice President supports sales growth by managing client relationships, scheduling meetings, aiding the onboarding process, and ensuring accurate sales pipeline management.
Top Skills: ExcelMs OutlookMs PowerpointMs WordSalesforce
Reposted 5 Days AgoSaved
In-Office
San Francisco, CA, USA
86K-101K Annually
Entry level
86K-101K Annually
Entry level
Financial Services
Prepare comprehensive financial plans using eMoney, Morningstar, SS Analyzer, Excel and CRM tools; collect client documents, collaborate with advisors, and support workflows while learning financial planning topics and maintaining client confidentiality.
Top Skills: CRMEmoneyExcelExcel WorksheetsMorningstarMs WordOutlookPortfolio AnalysisPowerPointSalesforceSs Analyzer
Reposted 8 Days AgoSaved
In-Office or Remote
2 Locations
81K-95K Annually
Senior level
81K-95K Annually
Senior level
Financial Services
Prepare and deliver individual, trust, and business income tax returns, projections, and analyses for high-net-worth clients. Provide client communication, tax research, respond to notices, coordinate with support staff, and stay current on tax law changes. Support timely, accurate tax services and collaborate with wealth advisors.
Top Skills: SureprepUltratax
Reposted 11 Days AgoSaved
In-Office
3 Locations
170K-210K Annually
Senior level
170K-210K Annually
Senior level
Financial Services
The Sr. Wealth Advisor will lead a team to provide client-focused wealth management, develop high-performing financial advisors, and ensure compliance while maintaining long-term client relationships.
Top Skills: Financial Planning Software
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12 Days AgoSaved
In-Office
San Francisco, CA, USA
80K-90K Annually
Junior
80K-90K Annually
Junior
Financial Services
The Financial Planner prepares comprehensive financial plans, analyzes client data, collaborates with advisory teams, and ensures plan implementation while maintaining client relationships.
Top Skills: Crm SystemsEmoneyExcelMorningstarSs Analyzer
19 Days AgoSaved
In-Office
San Francisco, CA, USA
81K-95K Annually
Junior
81K-95K Annually
Junior
Financial Services
The Tax Associate prepares tax returns and projections for clients, coordinates with tax staff, responds to tax inquiries, and stays updated on tax law.
Top Skills: AxcessCchPracticeSafesendWorkflow
Reposted 20 Days AgoSaved
In-Office or Remote
2 Locations
125K-145K Annually
Senior level
125K-145K Annually
Senior level
Financial Services
The Tax Manager I will lead client relationships, prepare and review tax returns, conduct tax research, and mentor staff in a supportive environment focused on high-net-worth clients.
Top Skills: SureprepUltratax
Reposted 21 Days AgoSaved
In-Office
Walnut Creek, CA, USA
85K-145K Annually
Senior level
85K-145K Annually
Senior level
Financial Services
The Wealth Advisor builds relationships with clients, develops financial strategies tailored to their needs, and collaborates with an in-house team to meet goals while ensuring compliance as fiduciary.
Top Skills: Financial Planning Software
10 Hours AgoSaved
Remote
USA
110K-125K Annually
Senior level
110K-125K Annually
Senior level
Financial Services
The Senior Talent Acquisition Partner drives full life-cycle recruitment, collaborates with hiring managers, sources candidates, and enhances talent acquisition strategies across various departments at Mercer Advisors.
Top Skills: Greenhouse
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