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

Lead and develop tax team members, collaborate with wealth advisors, and provide tax planning and compliance services. Review and sign complex individual, fiduciary, and small business tax returns; coordinate estimates, projections, and year-end strategies. Build client relationships, communicate tax guidance, improve processes, and support adoption of new tools. The role requires an active CPA or EA license and five to seven years of public accounting experience.

Manage tax team members, support wealth advisors with client tax strategies, maintain client relationships, review and sign complex individual, fiduciary, and small business tax returns, coordinate tax planning, improve processes, and communicate technical guidance. The role requires an active CPA or EA license and 5–7 years of public accounting experience, with management experience preferred.

Leads regional recruitment of financial advisors into CFG’s broker-dealer network. Develops prospects, builds advisor relationships, creates territory recruiting plans, presents CFG’s value proposition, evaluates advisor fit, negotiates and closes offers, tracks pipeline activity in Salesforce and Excel, and supports recruiting process improvements. Requires extensive financial services sales experience, industry knowledge, communication and negotiation skills, relevant FINRA licensing, and travel throughout the Western Region.

Acquire and manage client relationships through sourcing leads, conducting comprehensive financial planning, converting prospects, maintaining updated plans and Salesforce records, and coordinating with internal tax, trading, and operational teams to deliver compliant wealth management advice.

Reviews retail advertising and communications for compliance with insurance, securities, FINRA, SEC, and state regulations. Researches regulatory requirements, responds to regulator and customer inquiries, coordinates subject matter reviews, tracks communications for retention, maintains compliance materials, and communicates regulatory changes. The role requires managing high volumes under tight deadlines while ensuring consistent review standards.

Develops and grows relationships with agencies, agents, advisors, and partner firms across the Northwest region. Responsibilities include pipeline development, consultative sales support, product education, case design guidance, underwriting navigation, agent onboarding, CRM documentation, and coordination with regional sales and internal teams. The role supports annuity, life insurance, long-term care, and disability insurance sales, with up to 25% regional travel.

Develops and manages relationships with agencies, agents, advisors, and partner firms across the Northwest region. Supports sales growth for annuity, life insurance, long-term care, and disability products through outreach, product education, case design, illustration support, underwriting navigation, pipeline management, onboarding, and CRM documentation. Partners with regional sales and internal teams to resolve issues and advance opportunities. The remote role requires up to 25% regional travel.

Reviews retail communications for compliance with firm policies, FINRA, SEC rules, and applicable laws. Explains required revisions, ensures record retention, researches policy questions, maintains compliance materials, supports workflow processes, and completes high-volume assignments within service-level deadlines.

Reviews retail communications for compliance with insurance, securities, FINRA, SEC, and state and federal regulations. Researches advertising requirements, responds to regulatory and customer inquiries, coordinates subject matter expert reviews, communicates compliance changes, maintains review records, and updates internal compliance materials. The role requires managing high volumes of work under tight deadlines in a fully remote environment.

Recruit prospective independent financial professionals for Cetera’s broker-dealer network. Responsibilities include managing recruiting pipelines, coordinating appointments and home-office visits, leading targeted campaigns, evaluating candidates, communicating business-model benefits, developing transition packages, supporting lead generation, and creating sales enablement materials. The role requires strong communication, organization, sales knowledge, and proficiency with Microsoft Office and Salesforce.