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

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.

Independently manage client bookkeeping and accounting records in QuickBooks, including general ledger maintenance, reconciliations, trial balances, journal entries, and month-end procedures. Analyze account activity, prepare payroll tax filings, maintain workpapers, resolve client accounting questions, and meet deadlines independently. The role requires strong Excel skills, accounting knowledge, attention to detail, communication, organization, and the ability to learn new software. Individual and business tax return preparation experience is preferred.

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.

Manages life, disability income, and long-term care insurance applications from submission through policy issue and placement. Reviews applications for accuracy, completeness, licensing, and compliance; coordinates with carriers and financial professionals; tracks pending requirements; resolves delays; communicates case updates; maintains documentation; and advises financial professionals on submission best practices. The role also supports process-improvement initiatives and requires strong organization, communication, customer service, and problem-solving skills.

Conduct outbound prospecting and research to identify decision-makers and investment-program opportunities at credit unions and banks. Build and maintain Salesforce records, generate qualified institutional leads, schedule introductory meetings, track pipeline activity, and share market intelligence with external business development partners. The role also supports targeted outreach campaigns, lead qualification, relationship development, and sales enablement for financial institution audiences.

Attract and recruit independent financial professionals for Cetera’s broker-dealer network. Manage recruiting pipelines, targeted campaigns, candidate evaluations, appointments, and home-office visits. Serve as the initial prospect contact, explain Cetera’s business model, gather candidate business insights, and support tailored transition packages. Collaborate with external recruiters and cross-functional teams on lead generation, solution development, and sales enablement materials. Track activity in Salesforce and Excel while conducting candidate meetings and supporting recruitment strategy execution.

Manages advertising compliance policies, reviews and approves marketing materials, interprets FINRA and SEC regulations, conducts audits, maintains documentation, trains cross-functional teams, collaborates with legal and regulators, submits compliance reports, and leads compliance professionals in the financial services industry.

Responsible for recruiting financial advisors, developing leads, creating recruitment plans, delivering presentations, and managing the recruitment process in the West Region.

Drive recruitment and onboarding of financial institutions and FI-based advisors across a territory. Build and maintain senior relationships, promote Cetera affiliation models and product suite, set territory sales strategy, meet financial targets, collaborate with marketing and new business teams, represent the firm at industry events, and travel approximately 40%.