Finance Consultant Jobs in Emeryville, CA

Jefferies Private Capital Advisory is the largest and fastest growing advisory partner to financial sponsors and institutional limited partners on transactions involving the private equity secondary market. Our professionals work closely with private equity sponsors seeking to utilize the secondary market to generate liquidity through single- / multi-asset continuation vehicle transactions among other GP-led secondary transaction types. Additionally, the PCA team advises institutional investors such as sovereign wealth funds, pensions, endowments, foundations, and other large institutional investors in the private markets on the sale of portfolios of limited partnership interests in alternative asset funds. PCA Notable Facts ~80 dedicated secondary advisory professionals worldwide across offices in New York, San Francisco, Dallas, Hong Kong and London Fully capitalized 17 GP-led transactions (e.g., continuation vehicles) totaling $10B+ of equity volume YTD in 2024 (~20% global GP-led market share) Advised on $200B+ of transaction value, including dozens of GP-led and LP-led transactions, for 250+ repeat clients Supported by ~30 professionals from Jefferies Private Fund Advisory providing placement agent services and strategic fundraising advice with a global distribution presence Description Jefferies is seeking an experienced Associate to join its Private Capital Advisory team in San Francisco, focused on GP-led secondary transactions in the venture capital and growth equity space. The PCA team is focused on executing GP-led and LP-led secondary transactions across private markets (e.g., private equity, venture capital, private credit, infrastructure, energy and real estate). GP-led secondary transaction mandates include continuation vehicles, tender offers, structured preferred equity solutions, and NAV loans, GP stake sales, and various other financing solutions for investment firms and their portfolio companies. GP-led secondaries are an innovative and increasingly utilized liquidity solution for private markets investors and an important part of Jefferies full-service offering for leading financial sponsors. The GP-led secondary market has rapidly grown from $14B of global transaction volume in 2017 to $75B in 2024, representing a 27% CAGR. Venture capital and growth equity transactions have become an increasingly important part of the GP-led secondary market. Candidates will join a highly collaborative and dynamic team that often works in tandem with Jefferies sector bankers and sponsor coverage teams on its transactions. Jefferies PCA offers a unique opportunity to work on transactions with meaningful exposure to senior bankers across Jefferies as well as leading venture / growth sponsors. The Associate will play an integral role in transaction execution and new business development for ground-breaking secondaries advisory assignments. Responsibilities Prepare and contribute to the delivery of client presentations and interact with senior bankers, clients and lawyers Interface with sector / product banking professionals and contribute to the development of financial models and valuation analyses Perform company- and fund-level due diligence, prepare information memoranda and other transaction-related documentation Conduct secondary market research including identifying trends in the alternatives investment industry Manage secondary investor outreach and due diligence (e.g., investor roadshows, management team meetings, on-site office visits) Assist in preparing responses to due diligence requests from potential secondary investors Communicate regularly with Jefferies' industry and financial sponsor coverage team members Track market data to assist with PCA's communications with clients and industry coverage teams Maintain a database of secondary investor profiles, investment strategies, and transaction feedback Qualifications / Credentials Four-year Bachelor's degree, with a distinguished academic background 3-6 years of relevant professional experience (e.g., investment banking, valuation advisory, alternatives investment management, private equity consulting) Technology investment banking or secondaries investment / advisory experience is seen as beneficial, but is not a requirement Analytical and quantitative problem-solving skills including academic / professional experience in financial modeling and valuation High levels of maturity and ability to interface effectively with professionals at venture / growth firms, portfolio companies, and secondary investors Willingness to work on a wide range of secondary transaction types across the venture capital and growth equity ecosystem Strong multi-tasking and organizational skills with consistent attention to detail Profound dedication to the role (i.e., willingness to take ownership of client deliverables) Strong judgment, critical thinking skills with resourcefulness and the ability to improvise effectively Exceptional communication skills (verbal, written and illustrative) across various mediums (predominantly Microsoft Word, PowerPoint, and Excel) The salary range for this role is $150,000 - $225,000. At Jefferies, we believe that diversity fosters creativity, innovation and thought leadership through the infusion of new ideas and perspectives. We have made a commitment to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients. Jefferies is an equal employment opportunity employer. We practice equal opportunity for all, and all qualified applicants will receive consideration for employment without regard to race, creed, color, national origin, ancestry, religion, gender, pregnancy, age, physical or mental disability, marital status, sexual orientation, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodations to individuals with qualified disabilities, as appropriate, under applicable law. All employees must follow Jefferies' COVID-19 protocol policy, which is subject to change.

Radiate Ventures is an investment firm that focuses on disruptive technologies using a Barbell Strategy, with a specific emphasis on Early Stage and Growth/Late Stage Secondary and Special Situation opportunities. Role Description This is a full-time Investment Professional role located in the San Francisco Bay Area. The Investment Professional will be responsible for analyzing investment opportunities, managing investments, developing investment strategies, and overseeing investment management activities. Qualifications Analytical Skills Prior Deeptech investment experience Experience in Investments and Finance (7+ years) Knowledge of Investment Strategies and Investment Management Strong quantitative and qualitative analysis skills Ability to make informed investment decisions Bachelor's or Master's degree in Finance, Economics, Business, or a related field

We need associates looking to jump from another bank or lateral into ibanking, background would ideally be a few years of banking but will entertain big four valuation gigs, corporate finance roles etc., anything relatable. As far as Ib backgrounds, doesn't need to be healthcare, we are hiring as generalists for now as we build out the other verticals i.e. Tech, power - they would be focused on m&a (buy side and sell side transactions), equity and debt transactions, coverage areas would vary as I mentioned. Ideal level is associate, but will entertain senior analysts or VP level candidate looking to execute, not coverage. Investment Banking Tech Associate/Analyst Location: New York, NY Develop and manage client manage relationships financial modeling Perform client due diligence Take an active role in developing, structuring and executing transactions Perform valuation analysis Prepare client presentations and deliverables Manage and develop junior talent within the group

We help build companies by investing junior capital alongside strong, entrepreneurial management teams with significant equity ownership and ensure that they have the resources they need to grow. We are now searching for a Private Equity Analyst who wants to help us in our office in San Francisco, California. As an Analyst, you will get first-hand experience in all aspects of principal investing, including evaluating companies, doing extensive financial analysis to assess, structure and price investments, conducting due diligence, and helping manage the portfolio. We are a small team and operate as a flat, inclusive organization, and you will play a key role in the success of our portfolio companies and our firm. Over our 30 years in business, we have managed over $1 billion across five funds and are now actively deploying capital out of our fifth fund. Job Location: San Francisco, California Role and Responsibilities: The Private Equity Analyst position is a 2 to 3 year, pre-MBA role, and we are looking for someone to start right away. Our Analysts have a broad range of responsibilities, including analyzing companies, evaluating how best to invest combinations of structured equity and subordinated debt to support the target company's strategy and maximize risk-adjusted returns, and supporting the deal teams by: Analyzing companies' fundamentals and cash flows to structure and price investments appropriately; Conducting due diligence on new investment opportunities; Preparing formal investment memos for presentation to our investment committee; Building financial and operational models to help evaluate new investment opportunities; Monitoring and supporting portfolio companies; Assisting with preparing regular investor reports outlining the performance of our portfolio; Assisting in the preparation of fundraising materials and responses to investor diligence; and Assisting with ad hoc requests from time to time. Qualifications: We seek self-starting candidates with excellent critical reasoning ability, strong written and verbal communication skills and an eye for detail. In addition, the role requires: 1 to 2 years of relevant professional experience in a related field, such as public or private markets investing, investment banking, lending, accounting, transaction advisory services, management or strategic consulting, or similar roles in a corporate setting and/or other similar financial services roles; Bachelor's degree with outstanding academic credentials; Strong analytical skills with an understanding of financial statements; Proven expertise in financial modeling and valuation is a plus; Strong initiative and self-direction, as well as the ability to build positive relationships with team members across the firm; Excellent organizational and time management skills with the ability to handle competing priorities in a deadline-oriented environment; Ability to project a positive, professional image both with internal and external constituents; Exceptional critical writing skills (a writing sample will be required as part of the evaluation process); Strong Microsoft Excel and PowerPoint skills; and Light to moderate domestic travel. Compensation will be competitive and commensurate with experience. About Us: We invest non-control capital in privately held businesses led by strong, entrepreneurial management teams with significant equity ownership. We invest in high-quality U.S. businesses that are market leaders in our target industry sectors of specialty manufacturing, value-added distribution, commercial and consumer services, environmental services, logistics and infrastructure services, health and wellness, and consumer, among others. We look for businesses with a durable and sustainable competitive advantage in their respective industry. Our investment considerations include evaluating the perspectives of the various business stakeholders. We believe that each of our investments reflects on our firm, our investors and our team - something that our Analysts have the direct ability to influence. With offices in Boston and San Francisco, we have developed a national footprint that enables us to evaluate a broad range of deal opportunities across all geographies in the United States. We are managing our third and fourth funds and deploying capital out of our recently raised fifth fund. For additional information, please see ************************ To apply, please attach your 1) resume and 2) brief letter describing your interest in private equity and send to **************************. Your resume and cover letter should be in PDF format and the file should be in the format: [last name], [first name] [cover letter/resume].pdf Applications must be submitted by Monday March 17, 2025 at 5PM PT. Applicants are considered for employment without regard to race, color, religion, age, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other category protected by applicable federal, state, or local laws.

Title: Venture Capital Investment Associate Singtel Innov8 Ventures is a US$350 million venture capital firm backed by the Singtel Group with offices in San Francisco, Tel Aviv, Singapore, and China. With over 120+ investments, Innov8 actively looks to invest in amazing teams driving quantum changes in enterprise, infrastructure, consumer, and next generation technology platforms. Innov8 seeks to leverage the Singtel Group's Enterprise, Consumer, and Data Center AI operations in more than 20 countries throughout South-East Asia, Australia and the broader APAC region. The Role: Innov8 is looking to hire a highly motivated investment professional. The Associate will work directly with the lead members of the firm, with a unique opportunity to assist in all aspects of the firm's venture capital investments, portfolio management and fund operations. Associate expects to gain valuable experience within 1) Cross-border venture capital; 2) Corporate strategic investments; and 3) Portfolio growth initiatives. A key member of the investment team evaluating and executing investments in technology start-ups analyzing market trends, tracking competitive landscapes, and performing company related diligence. Responsibilities include financial and operational due diligence, market research, valuation analysis, business plan modeling, participation in management meetings and preparation of investment memos. Associate will have the opportunity to work directly with portfolio companies on a range of business and operational projects as well as participate in portfolio company Board meetings. Associate will work with Singtel stakeholders analyzing innovative early and growth startups for potential engagement with Singtel Group's operating units. Qualifications: 2-5 years of technology experience in investment banking, consulting, technology research or corporate development/strategy. Applicants demonstrate academic and professional excellence and possess strong critical thinking skills, a tough work ethic, and a passion for technology and entrepreneurship. Individuals should have strong oral and written communication skills, the ability to work well in teams, and proficiency with financial statements and financial modeling.

About the Firm We are partnering with a high-growth investment bank that is seeking to add an Associate to its collaborative and dynamic team. The firm specializes in middle-market M&A (sell-side) transactions, offering a clear path to promotion and exposure to high-profile deals. The firm has a strong deal pipeline and a tight-knit culture focused on long-term retention and career growth. Key Responsibilities Lead the execution of sell-side M&A transactions in the middle market. Conduct financial modeling, valuation analysis, and due diligence. Support deal execution by working closely with senior bankers, clients, and investors. Develop industry research and prepare client presentations. Engage with CEOs, founders, and private equity firms throughout the deal process. Qualifications 2-4 years of Investment Banking experience, preferably from middle-market-focused groups Strong technical skill set, including financial modeling and valuation. Ability to thrive in a fast-paced, high-expectation environment. Strong communication and analytical problem-solving skills. Self-starter with the ability to manage multiple workstreams in a lean team environment. Why Join? Tight-knit, high-performance team - Daily collaboration and mentorship. Work-life balance focus - Open PTO, no weekend work, Friday flex schedule. Long-term career growth - Team is organically built with a track record of internal promotion. Market comp - Top of market compensation

Job Title: Investment Banking Associate We are collaborating with a prestigious global elite boutique investment bank in San Francisco that is actively expanding its Technology team by adding a highly skilled Associate. This team is known for its deep industry expertise, strong execution capabilities, and an impressive track record of advising on high-profile transactions across the technology landscape. The firm offers a dynamic and entrepreneurial environment, providing Associates with significant exposure to complex M&A transactions. With a strong pipeline of deals and access to top-tier clients, this opportunity is ideal for candidates looking to take their investment banking career to the next level while working alongside some of the most respected professionals in the industry. To be considered for this role, you need the following: Qualifications: +1 year of Investment Banking M&A experience Experience building financial models, valuations, pitchbooks, CIMs etc. Strong accounting skills Excellent communication skills, both verbal and written Able to work in a fast-paced environment and multi-task If you meet the above qualifications and are interested in learning more, please don't hesitate to apply.

At Ensemble VC, we're not just investors-we're innovators. We're a data-driven venture capital firm pioneering a bold, highly scaled approach to seed-stage investing. By leveraging a proprietary data science platform and collaborating with the best minds in venture, we're uncovering hidden opportunities and shaping the future of investing. The founding partners come out of Kauffman Fellows, Bain Capital Ventures, Norwest, Correlation Ventures, and IBM Watson. Prior and current investments include industry defining companies like Zoom, Carta, Blueprint, ICON, Saronic, and CHAOS. We're launching a groundbreaking analytical seed fund in partnership with two of the world's most renowned deep tech seed investors. This initiative combines their proven expertise with our data-driven platform to redefine how venture capital operates at scale. We're looking for an Investment Associate to play a key role in crafting this process, working alongside top investors to build both the investment framework and the operational foundation that will power this fund. The Role: Build the Future of Seed Investing As an Investment Associate, you'll be at the heart of a transformative partnership. You'll collaborate with world-class seed investors and Ensemble's leadership to refine and implement a scalable investment process. This role isn't just about deal execution-it's about learning from the best, building a process informed by their insights, and creating a product that embodies this innovation. You'll have a unique opportunity to mine insights and efficiencies from your work, both with our partners and within Ensemble. These discoveries will inform not only the investment process but also a scalable product that embodies the fund's strategy and mission. What You'll Do Evaluate and execute investments: Invest at a high pace. Build strong relationships and invest in >30 founders/year, use a combination of traditional venture diligence and data-driven insights to identify and support exceptional founders. Collaborate with founders: Build strong relationships, guide entrepreneurs through the fundraising process, and offer strategic support. Partner with leading seed investors: Work closely with two of the world's top deep tech investors, learning their methods and helping adapt them into a scalable framework. Design a product and process: Take your discoveries and translate them into operational efficiencies and tools that scale the fund's impact. Analyze markets and trends: Develop and refine investment theses that reflect your work with Ensemble's leadership and partners. Product management: Collaborate with the broader Ensemble team to ensure the processes and tools you help create are intuitive, effective, and scalable. What We're Looking For 2-3 years of experience in venture capital, preference for experience investing or building in deep tech or a related field. Strong interpersonal skills for building relationships with founders, investors, and team members. Exceptional analytical and quantitative skills with the ability to use data to make informed decisions. Entrepreneurial mindset: You thrive in ambiguous situations, can identify and solve problems, and are excited to build from scratch. Interest in product development: You're eager to refine processes and help shape tools that operationalize your discoveries. Bonus: Experience with data-driven investing, venture operations, or scalable investment methodologies. Why This Role is Different This isn't just a job-it's a rare opportunity to work with industry leaders and help redefine the future of venture capital. Here's why: Learn from the best: Collaborate directly with two of the world's leading seed investors and learn their proven methods. Build something innovative: Play a pivotal role in designing and executing a scalable investment process and product. Entrepreneurial opportunity: Your work will directly shape the fund's success and could lead to significant career opportunities. Mission-driven culture: Join a team that values bold ideas, curiosity, and creativity, and is committed to challenging the status quo in venture capital. What We Offer Competitive compensation package and benefits, including health and dental insurance Flexible work environment: Work remotely, in San Francisco, or join our Austin HQ. Meaningful work: Shape the future of venture capital while working with some of the best in the business. A supportive, collaborative team: Be part of a group that's pushing boundaries and celebrating success together.

Metis Search are currently partnered with a leading Investment Bank who are adding senior Analysts and Associates to their Technology group in San Francisco. I'm specifically looking to connect with Senior Analysts/Associates with previous Tech/Software M&A experience - who are ideally based in the SF region. Applicants should have the following credentials: Qualifications Bachelor's Degree required; 2+ years of technology investment banking experience with transaction execution experience; Tech/Software M&A experience; Authorized to work in the U.S. without sponsorship of work visa; Experience building financial models, valuations, pitchbooks, CIMs etc. Demonstrated aptitude for quantitative and qualitative analysis; Exceptional communication skills and executive presence, both verbal and written; Strong work ethic, attention to detail, and a passion for excellence.

Needham & Company, a full service broker-dealer, has an immediate opening for an Experienced Investment Banking Analyst OR Associate for the San Francisco office. Under the direction of Senior Bankers, the associate will work on multiple projects and transactions at any given time, with primary responsibilities surrounding the production of analytical work for clients and the support of transaction execution from origination to closing. The job involves, among other tasks, the following: preparation of presentations to clients; financial analysis, including valuation analysis; capital markets and technology analysis; participation in the drafting of SEC documents; execution of IPOs, follow-on equity offerings, and mergers and acquisition projects; and conducting due diligence for Needham & Company sponsored transactions. Prerequisites include: 1-4 years of experience in investing banking, consulting, finance, business development or audit is preferred; excellent analytic and writing skills and a particular attention to detail; strong work ethic; keen understanding of financial statement analysis and company valuation techniques; strong computer skills (Microsoft Excel, Word, PowerPoint, FactSet, Bloomberg etc.); teamwork, interpersonal, and leadership skills; driven, results oriented personality; and an excellent academic record. No phone calls or emails please. The good-faith expected salary range for the above position is $110,000- $160,000 depending on factors including but not limited to the candidate's experience, skills, license registration status; market conditions; and business needs. This salary range does not include other elements of total compensation, including a discretionary bonus and benefits such as a 401(k) program with company-matching contributions; health, dental, vision, life and disability insurance, flexible spending, commuter; and paid time-off plan.

Our client, a national leader in the broker-dealer space, equips employees with the knowledge and skills to become the top resource for their clients while ensuring a strong career trajectory through comprehensive training. They are currently seeking a Licensed Financial Consultant to join their team in the San Francisco area. As a Licensed Financial Consultant, you will be responsible for executing wealth management strategies that foster strong, enduring client relationships and high client loyalty. You will be working with branches private wealth clients and helping to cultivate those relationships and establish additional clients with referrals. You will serve as a subject matter expert and work with other Financial Planner and Consultants in the branch implementing strategies that will be effective for their clients' planning process. You will also work with branch members on cultivating leads for your private wealth book of business. You will help them with navigating and diving deep into clients' situations and implementing solutions. Responsibilities Build trust and credibility with clients using your extensive knowledge of investment solutions Navigate complex financial landscapes and simplify investment options to guide clients towards strategies that align with their objectives and risk tolerance. Facilitate positive, client-centered discussions that empower clients to make informed decisions about their financial future. Deliver outstanding customer experience, driven by a genuine passion for seeing others thrive. The Skills You Need: Proven track record of success in fiduciary planning and asset management, with a demonstrated ability to excel in a fast-paced, high-volume business and manage competing priorities effectively. The ability to present complex solutions to a knowledgeable client base while building rapport and credibility. Strong sense of integrity, insights, and interpersonal skills. Comprehensive understanding of investment and portfolio management principles, accounting and financial concepts, various investment strategies and instruments, global market dynamics, and the complete spectrum of investment products. Required Licensing and Experience: FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations. CFP strongly preferred MPG (Madison Professional Group) is a third-party equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, genetics, disability, age, veteran status, or any other characteristic protected by law.

About Us Ronbow is a fast-growing cabinetry company with $10M+ in revenue, a California-based production facility, and six retail locations. Our innovative business model and high-quality product offerings position us for rapid expansion, and we need a Finance Manager who can build, optimize, and lead our financial operations from the ground up. This role is ideal for a driven finance professional who enjoys problem-solving, taking ownership, and developing scalable financial systems in a startup environment. If you are eager to own finance strategy, implement financial processes, and grow into a leadership role, this is an opportunity to make a significant impact. This role has a clear growth path to Head of Finance as the company scales. Visa sponsorship and equity are available for the right candidate. Responsibilities Finance Operations Set up and manage financial systems, including the general ledger, payroll, accounts payable, and accounts receivable. Ensure timely and accurate monthly, quarterly, and annual financial closing. Oversee tax compliance, regulatory reporting, and internal financial controls. Financial Planning & Strategy Develop and maintain financial models, budgets, and forecasts to support business growth. Track cash flow, working capital, and key business KPIs to provide insights and recommendations to leadership. Support pricing strategy, cost structure optimization, and margin improvement. Process Improvement & Automation Implement and optimize accounting/ERP software to streamline financial operations. Improve financial workflows and automation for efficiency and accuracy. Establish scalable processes for financial reporting and reconciliation. Cross-Functional Collaboration Work closely with the executives, operations, and sales teams to align financial strategy with business goals. Support fundraising efforts and investor reporting as needed. Growth & Leadership Establish and build the finance function from the ground up. Develop and refine financial policies, procedures, and internal controls. As the company scales, recruit and lead a finance team. Qualifications Experience 5-10 years of experience in accounting, finance, or FP&A (startup or high-growth experience preferred). Strong experience with general ledger management, financial planning, and payroll processing. Proven ability to develop financial models, budgeting frameworks, and cash flow management strategies. Exposure to retail, e-commerce, or manufacturing finance is a plus. Skills & Traits Strong analytical and problem-solving skills, with the ability to develop financial solutions from scratch. Ability to build and improve financial systems, ensuring scalability as the company grows. Strategic thinker with a hands-on approach to execution. Self-driven, proactive, and able to thrive in a fast-moving environment. Technical Proficiency Experience with accounting software such as QuickBooks, NetSuite, or Xero. Proficiency in Excel / Google Sheets, including financial modeling, forecasting, and data analysis. Ability to leverage AI-driven tools to streamline financial workflows and reporting. Why Join Us? Be a foundational team member, shaping the finance function and long-term strategy. Visa sponsorship is available for the right candidate. High-growth potential in a startup environment with direct exposure to leadership. Competitive salary, performance-based incentives, and equity opportunities

Job Title: Associate, Technology Investment Banking Cantor Fitzgerald is a diversified company primarily specializing in financial and real estate services for institutional and corporate customers operating in the global financial and commercial real estate markets. Since 1945, we have successfully built a well-capitalized business across multiple business lines, with numerous market-leading financial services and commercial real estate businesses. We have been at the forefront of financial and technological innovation in our industries while developing new markets and providing superior service to thousands of customers globally. At Cantor, our employees are our greatest asset. We look for individuals who are driven, intellectually engaged, team oriented and have a real desire to make an impact. Position Overview: The Technology Investment Banking team of Cantor Fitzgerald is seeking highly motivated, successful candidates with direct investment banking experience for an Associate position in San Francisco. Cantor Technology Investment Banking offers Associates the exceptional opportunity to gain direct exposure to clients and senior bankers. Associates play an essential role in developing and managing our client relationships. Our Associates are an integral part of our deal teams, taking an active role in the coverage and execution of a broad range of transactions for our clients. Responsibilities: Financial Analysis: Conduct in-depth financial analysis, including modeling, to assess investment opportunities and target company performance in the Technology sector Market Research: Stay updated on Technology industry trends and market dynamics, providing valuable insights and recommendations to clients Deal Support: Assist in M&A advisory, equity, and debt capital market transactions by preparing pitch materials, conducting due diligence, and contributing to deal structuring Valuation: Create and maintain complex financial models for company and asset valuations using various methodologies Managing and Mentoring Analysts Preferred Qualifications: 3+ years of Investment Banking experience (Analyst to Associate promotes or MBA Associates with 1+ years of experience) Experience in the technology industry Superb oral and written communication skills Takes ownership of work and can perform under pressure Attention to detail Educational Qualifications: Bachelor's degree Completion of the following Exams: SIE, Series 63, Series 79 Salary Details: Salary: $150,000 - $225,000 The expected base salary for this position ranges from $175,000 to $225,000. The actual base salary will be determined on an individualized basis taking into account a wide range of factors including, but not limited to, relevant skills, experience, education, and, where applicable, licenses or certifications held. In addition to base salary and a competitive benefits package, this position may be eligible for additional types of compensation including discretionary bonuses and other short- and long-term incentives (e.g., deferred cash, equity, etc.).

Senior Financial Planner/Wealth Advisor About Sierra Pacific Financial Advisors Sierra Pacific Financial Advisors (SPFA) is a fast-growing SEC registered investment advisory firm (RIA) based in Pleasanton, CA. We specialize in providing comprehensive financial planning and tax-efficient investment management for executives and professionals in the IT and biotech industries. Our firm is built on the belief that everyone has the potential to achieve their defined success. We develop tailored financial strategies to help our clients optimize wealth so they can maximize their lives. Position: As a member of the SPFA team, this role has a direct impact on the lives of clients. The successful candidate will work on various analysis & planning projects and deepen relationships by delivering exceptional client experience. Potential career path to be a partner in the firm. Salary & Benefits: The base salary range for this position will be $130K-160K based on experience Bonus and revenue-sharing payout Health care and dental plan 401(k) and profit-sharing plan Partnership opportunity Professional work environment with excellent support staff Responsibilities: As a lead planner responsible for all aspects of the client's financial plan strategies and outcomes Create comprehensive financial plans and investment strategies (e.g. equity rewards analysis, retirement planning, insurance gap analysis, tax planning, concentrated stock position diversification, and wealth transfer & estate planning) Provide objective, unbiased financial advice by analyzing client needs and associated investment opportunities. Prepare planning updates, portfolio changes and reviews, and new opportunity identification. Manage client relationships, including ongoing and regular contact and communications. Research investment models and opportunities, maintain financial planning platform updates. Assist in business development activities, such as designing marketing strategy, making presentations, hosting podcasts & engaging various social events. Qualifications: 5 years of experience in the financial planning field with demonstrated ability to develop comprehensive financial plans and manage relationships for HNW clients. Bachelor's degree and CFP (Certified Financial Planner) designation is a must Proficiency in Microsoft Office, financial planning platforms, CRM (Redtail), and portfolio management software Experience building plans with eMoney is a must An enthusiastic, pro-active and client service-oriented attitude A self-starter who can work independently Excellent verbal and written communication skills Strong desire to learn and contribute in a team-oriented environment Strong analytical skills and ability to focus on details Organized, upbeat, efficient, positive, and outgoing personality Good entrepreneurial skills including leadership, management, creative thinking and problem-solving Willingness to work full-time schedule in Pleasanton office Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our consultant who is the hiring manager for this position. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates will be asked to take assessments. We are an Equal Opportunity Employer.

Are you an experienced Financial Advisor seeking a leadership opportunity with significant growth potential? Veraz Advisors is expanding into San Jose, and we're seeking a dynamic and motivated professional to establish and lead our newest office. Compensation: $60,000 - $150,000 Base Salary + Commissions (%) Why Join Veraz Advisors: Autonomy with Robust Support: Lead the San Jose office independently while leveraging our proven marketing strategies and established lead-generation systems. Client-Centric Approach: Engage directly with pre-qualified leads, enabling you to focus exclusively on providing exceptional financial planning services without the stress of prospecting. Growth and Expansion: Begin your role with dedicated administrative support and the opportunity to expand your team as your client base develops. Key Responsibilities: Develop, implement, and present personalized retirement and investment strategies. Build and nurture lasting client relationships, effectively generating referrals and expanding your network. Participate in educational events and workshops to engage and acquire potential clients. Qualifications: Proven experience as a Financial Advisor. Active Life Insurance License and Series 65 License (or equivalent). Demonstrated success in closing business in financial planning, retirement planning, and wealth management. Proficiency and experience with fixed indexed annuities, AUM investment strategies, and fee-based financial planning. At Veraz Advisors, we cultivate genuine partnerships, collaborating closely to navigate clients' financial journeys and achieve their long-term goals. As a full-service advisory firm, we pride ourselves on fiduciary guidance through our proprietary "Veracity Formula," focusing on high-net-worth families and business owners who align with our values and seek comprehensive financial solutions. Explore more about our mission and approach at verazadvisors.com. Join us in making a meaningful impact in San Jose!

La Honda Advisors is a Silicon Valley-based investment bank founded by experienced bankers whose passion is to work with growth companies as their trusted advisors. We provide independent strategic advice to technology and other growth companies seeking capital raising and M&A services. Our firm is seeking to hire an Investment Banking Analyst to be an integral part of our team. The analyst will have a broad range of responsibilities, communicate directly with clients, and see tangible results of his or her work. Ours is truly a unique opportunity for someone to gain in-depth exposure to our clients and their businesses through close collaboration and touching all aspects of the transactions themselves. The candidate needs to be based in the Bay area as we work in-person in our office in Menlo Park. Please do not apply if you are living outside of the Bay Area or do not have ties to the Bay Area. Opportunity: - Investment banking advisory firm based in Menlo Park, California seeking to hire experienced analyst - Firm founded by two experienced investment banking veterans in Silicon Valley - Direct client interaction and opportunity to work on live engagements immediately - Looking for a candidate who is interested in a long-term situation with an opportunity to be promoted to Associate Job Description: - Prepare client presentation materials; - Conduct client and market analysis in context of prospective and existing engagements; - Perform comparable analysis, DCFs, valuation, and create financial forecast models; - Write management presentations for transactions and other transaction marketing documents; - Assist in transaction execution and management; - Conduct new business prospecting and research; and - Write short blogs/research reports Requirements/Skills: - At least 1 year of full-time work experience in Accounting, Valuation, Investment Banking, Financial Planning or Corporate Development, Private Equity, or other relevant positions. Please do not apply without this level of relevant experience. - Adept at foundational tools of the business - Excel, PowerPoint and industry data sources - Strong analytical/financial skills - Strong writing and communication skills - Self starter, entrepreneurial, highly motivated, resourceful and desirous of learning investment banking in Silicon Valley - Sincere interest in technology sector - Strong interpersonal skills, work ethic and team player - Excellent verbal communication skills - able to comfortably speak with clients independently - Must have had at least a 3.4 GPA in college - Must be a resident of the U.S. or have a current work visa to work in the U.S. Compensation: - Competitive base salary plus bonus based on individual and firm performance If interested, please do not send information through LinkedIn; please email cover letters and resumes directly to Julie Levenson at *************************.

About Us SolomonEdwardsGroup, LLC (“SolomonEdwards”) is a full-service professional services firm offering financial, operational, and technology consulting and operations support. We work with some of the world's most prominent companies to help them envision and achieve a better future. We know that our consulting services are only as meaningful as the people and talent behind them, and we are committed to recruiting incredibly talented, committed, and collaborative individuals who can help us deliver exceptional client service. For more information, visit SolomonEdwards Position Summary: Our client, a global satellite manufacturer, is seeking an Interim Head of Finance to oversee its US finance function during a transitional period. This is a hybrid role required in the office 3 days a week in Concord, CA. Essential Duties: Oversee all financial operations, including month-end close, reconciliations, and reporting. Manage accounts receivable (AR) and payroll functions. Ensure compliance with accounting policies, internal controls, and financial regulations. Provide financial insights and support ad-hoc projects as needed. Collaborate with the global finance team to facilitate a smooth transition. Supervise and support accounting, AR, and payroll staff. Qualifications: Bachelor's degree in Accounting, Finance, or a related field. 7+ years of proven leadership experience leading accounting and finance operations. Strong expertise in month-end close, reconciliations, and financial reporting. Ability to work effectively in a transitioning and globalizing environment. Travel Requirements: No travel will be required unless at the client's discretion. Physical Requirements: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be provided to qualified applicants or candidates with disabilities upon request to enable them to perform essential functions. This role may require mobility to attend in-person meetings, sitting or standing for extended periods, and the use of telephone, computer, or other electronic communication devices. Salary Range: SolomonEdwards values your unique and individual experience and background. As such, we take a comprehensive approach when determining compensation for our roles. The compensation for this specific role is based on a wide range of factors, including but not limited to education, licensure and certifications, location, experience, and training. A reasonable estimate for the current hourly range for this role is $75 - 85. Benefits: We are committed to providing health and financial stability by offering a comprehensive suite of benefits. Benefits include access to top-tier employers and job opportunities, health insurance, sick leave, and 401(k). Inclusion and Diversity Statement: SolomonEdwards is an Equal Opportunity/Affirmative Action employer. We firmly believe in fostering an inclusive and diverse workplace environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, gender identity, sexual orientation, veteran status, or any other characteristic protected by applicable laws. All employees, including managers and supervisors, are responsible for upholding our EEO and diversity principles. Discrimination or harassment of any kind will not be tolerated. We value the contribution and wisdom of the team. At SolomonEdwards, we have built a vibrant and inclusive community. Our team members are curious, committed, and diverse. In keeping with our mission to build value through people, we cultivate a culture where differences are celebrated, and all members are treated fairly and equitably. Employees, business partners, and our extended stakeholder family are empowered to share their experiences, ideas, and perspectives and to be their whole selves. Privacy: We adhere to the California Consumer Privacy Act (CCPA). Your privacy is important to us, and we never sell your data to third parties. Personal information is only collected to match applicants with job opportunities. Copy/paste this URL to learn more about your rights: SolomonEdwards' Privacy Policy. Our Recruiter Promise: Our talent acquisition team prioritizes integrity, professionalism, and transparency in every interaction. When you engage with SolomonEdwards, you can trust a respectful, secure experience from verified contacts. Copy/paste this URL to learn more about how we protect your candidate experience: Recruiter Promise.

Who we are: Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their families. We are professional fiduciaries with an entrepreneurial spirit. For our professionals, that means keeping our clients at the center of everything we do while also maintaining a collegial and collaborative environment in which everyone can contribute, develop relationships, and further build their business. With a national footprint, Lenox is continually looking for ambitious, experienced Sales Professionals, who will be responsible for developing new client opportunities across the wealth management spectrum including insurance, asset management, risk management, estate planning, retirement planning, children's college education, etc. Responsibilities What you'll be doing: Proactively establish, develop, and maintain strong client relationships through regular contact and by providing timely, value-added information, advice, and recommendations. Engage with several new and existing clients every day to understand their long-term goals and objectives and their short-term needs, present customized recommendations, offer advice, and complete sales. Build client loyalty by providing an exceptional client experience through delivering trusted advice resulting in earned referrals from your clients and friends. Network regularly with existing clients and referrals to build relationships and gain referral business. Be your clients' main point of contact and be accountable for responding to their questions and concerns. Be part of a broader team all working together to build client loyalty through a “one team” approach. Qualifications What we're looking for: The Lenox brand represents a caring, creative, and passionate family of professionals. It's important that your values align to ours - trust, teamwork, and accountability. Willingness to learn. Our training and development are derived from actionable lessons that have been tested by others in the firm and are relevant to current client needs. A passion for client service. You enjoy talking with clients and are interested in getting to know them and helping them achieve their goals. Well-developed interpersonal and communication skills including the ability to quickly engage and connect, actively listen, empathize, ask questions, and respond in a language that clients understand. Your unique perspective. Finance may not be your background, but we often found our best advisors may have experience in: Sales, business development, or relationship management Executive leadership Former athletes Military background You're a results-driven, highly motivated, self-starter Bachelor's degree and/or career changer Ability to obtain, with training, State Variable Life & Health License and FINRA licensing including Series 6 or Series 7, Series 63

Are you looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Our well established and growing financial firm, NIM Retirement Group in San Jose, CA is seeking to add an Financial Advisor to our Team! This Financial Advisor will have the opportunity to meet one-on-one with company leads from seminars and referrals, as well as existing clients. The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service. Initial duties include working alongside the main Advisor, servicing existing clients, completing training and executing on para planning in all 5 areas of retirement planning, tax, medical, income, investment and legacy. Making active outbound calls to set appointments with prospects and existing clients, client relationship building and participation in public seminars and company events. This role will have a 6 months to 2 years path of becoming a lead advisor. Key Traits: Strong initiative Positive attitude Persistence Quick learner An entrepreneurial perspective to build client base Persuasive ability Minimum Requirements: 2+ years of financial service experience required Series 65 and Life and Health required Strong organizational, prioritization, interpersonal skills Strong mathematical and analytical skills Excellent communication skills; both verbal and written Proficient with MS Office Suite Experience with CRM preferred Position Responsibilities: Analyze, prepare, present, and implement customized financial plans Assist clients with annuities, life, long-term care, and managed portfolio Develop, manage, and retain strong client relationships Assist main Advisor with meeting individual and team goals Learn and grow into lead advisor or relationship advisor to have a long last career in the firm Salary $90,000-$120,000 Lead Advisor when promoted salary range on average $300,000 - $400,000 Benefits Full medical benefits after probation Hours M-F 9am-6pm Presented by Advisor Employee Services Thank you for your interest in the Financial Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided ************************** We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!Junior Advisor Are you looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Our well established and growing financial firm, NIM Retirement Group in San Jose, CA is seeking to add an Associate Advisor to our Team! This Associate Advisor will have the opportunity to meet one-on-one with company leads from seminars and referrals, as well as existing clients. The ideal candidate for this role will be someone who enjoys building relationships and knows how to follow through with sales opportunities while providing superior client service. Initial duties include working alongside the main Advisor, servicing existing clients, completing training and executing on para planning in all 5 areas of retirement planning, tax, medical, income, investment and legacy. Making active outbound calls to set appointments with prospects and existing clients, client relationship building and participation in public seminars and company events. The Junior Advisor will have a 6 months to 2 years path of becoming a lead advisor. Key Traits: Strong initiative Positive attitude Persistence Quick learner An entrepreneurial perspective to build client base Persuasive ability Minimum Requirements: 2+ years of financial service experience required Series 65 and Life and Health required Strong organizational, prioritization, interpersonal skills Strong mathematical and analytical skills Excellent communication skills; both verbal and written Proficient with MS Office Suite Experience with CRM preferred Position Responsibilities: Analyze, prepare, present, and implement customized financial plans Assist clients with annuities, life, long-term care, and managed portfolio Develop, manage, and retain strong client relationships Assist main Advisor with meeting individual and team goals Learn and grow into lead advisor or relationship advisor to have a long last career in the firm Salary $90,000-$120,000 Lead Advisor when promoted salary range on average $300,000 - $400,000 Benefits Full medical benefits after probation Hours M-F 9am-6pm Presented by Advisor Employee Services Thank you for your interest in the Junior Advisor role. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided ************************** We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!