Finance Consultant Jobs in Gilroy, CA

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

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

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.

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.

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 *************************.

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!

Our client is looking for Financial Advisors to manage existing client relationships and foster growth through comprehensive financial planning. Interested candidates should be Bay Area locals with a passion for personalized wealth management. Responsibilities: Manage client portfolios, overseeing assets ranging from $1-3M+. Provide tailored financial advice covering equity compensation, tax, real estate, estate planning, insurance, and more. Collaborate with the Business Development team-no need to bring a book of business. Engage in new strategies and global partnerships for clients with substantial assets. Qualifications: MUST HAVE CFP certification and 3-7 years of client-facing advisory experience. Deep knowledge of Bay Area firm benefits, equity compensation, and other relevant financial areas. Proven track record of longevity in previous roles (no short-term movements). Strong communication and relationship-building skills with high-net-worth clients. Ability to lead client meetings, develop comprehensive financial plans, and collaborate with internal teams. Salary: $115,000 - $225,000, DOE Please submit your resume for additional details and a full job description.

At SteelPeak Wealth, we operate with a growth mindset. We are seeking Bay Area-based advisors who are ready to join an RIA that surrounds them with resources and talent so they can focus on what they do best - taking care of clients and growing assets. You would be our first hire in the Bay Area and help establish our presence there. Key Responsibilities: Provide personalized financial advice and strategies to clients based on their financial goals and risk tolerance. Develop and maintain long-term relationships with clients, ensuring their financial needs are met and exceeded. Conduct regular reviews of clients' financial portfolios and provide recommendations for adjustments and improvements. Stay informed about market trends, investment products, and regulatory changes to offer up-to-date advice. Collaborate with other team members to deliver comprehensive financial planning services. Assist clients with retirement planning, estate planning, tax strategies, and insurance needs. Maintain accurate and detailed records of client interactions and financial plans. Why Join SteelPeak? You get to be part of a firm that values your growth and development We're one of the nation's fastest-growing RIAs (according to Forbes) with a 26% CAGR over the past 10 years Competitive salary and bonuses Health, dental, and vision insurance 401(k) matching program Professional development opportunities

Brio Financial Group (BrioFG.com) Want to work in a fun and friendly office with a supportive, collaborative team? Are you someone who always puts clients' interests first, believes in fiduciary standards, has a hunger to learn, contributes and drives results, and has a fun, competitive spirit? Then you might be the perfect complement to our already amazing team of five financial planners, three associate financial advisors, and four staff members! We have an aggressive growth plan for our pure RIA firm and are looking to build out our team with talent from the financial services industry. While a commitment to our clients' best interest is first and foremost, we are also deeply committed to our team. At Brio, culture matters. Education and internal learning form the cornerstone for what makes us great. At the same time, our fun-spirited team approach creates an amazing office for both clients and team members. Brio doesn't view financial planning as a one-time event, but rather a collaboration that takes place over a number of years, even decades, and is centered on unique ideas for each client's personal and financial future. Our goal is to be both innovative and ethical in helping turn our clients' dreams into a financial reality. People who place their trust in us can rely on our skills and confident guidance, as well as objective advice from their advisor who can help them make sense of today's complex financial options. We are currently looking for financial planners with their own clients to join our firm and be part of Brio's explosive growth. The degree of experience and current practice size will determine the level at which you would be joining. We have openings for advisors with small practices to transition or purchase, as well as for a large practice to merge. If you are interested in growing and being challenged in a job you'll love, please come talk to us. Specific Job Skills · The ideal candidate must be extremely trustworthy and handle confidential information · This person should be very detail oriented, highly organized, a multi-tasker, have an assertive and energetic personality with a professional demeanor · Self-motivated and proactive with an entrepreneurial spirit · Superior people and communication skills · Ability to make each client feel a true affinity to Brio Financial Group · Must be team player willing to assist others at all levels of the organization · Ability to carry oneself well in COI interactions, business conferences and client meetings · Person should be very proficient in technology used by the firm such as MS Excel, Word, and Outlook, Redtail, Morningstar, Orion, eMoney, GoToMeeting, and iRebal or be a quick study and not afraid of technology Education and Experience · High School diploma or equivalent required; college preferred · Prefer 5+ years total work experience; experience in financial services and/or a client-facing role · All appropriate licenses as required by the SEC (Series 65) · Designations and/or board membership as appropriate and requested by the firm · CFP required OR a plan to sit for the exam within the first 2 years not required but recommended

Seeking a highly motivated Financial Professional to join our expanding team. This opportunity allows for an exclusive focus on client advisory services, eliminating the responsibilities of marketing, human resources, and technology management. We offer 5-8 pre-scheduled, high-quality appointments per week, placed directly on your professional calendar. These appointments represent confirmed engagements, not preliminary leads. As an Inc. 5000 award recipient, recognized as one of the fastest-growing private companies in the United States, we are committed to continued growth by integrating accomplished advisors into our network. Our executive leadership possesses a proven track record of generating over $4 billion in annuity sales through sophisticated marketing strategies and advanced sales training over the past two decades. Offerings: Pre-Scheduled Appointments: 5-8 confirmed client appointments weekly. Comprehensive Training: Established training protocols and a structured success roadmap designed to double advisors' business performance. Supportive Infrastructure: Technology solutions designed by advisors for advisors, streamlining operational processes. Ongoing Professional Development: Quarterly mastermind workshops focused on advanced sales techniques. Significant Earning Potential: Annual earnings ranging from $150,000 to $350,000, with top performers exceeding $500,000. Independent Role: Concentration on advisory services without administrative burdens. Extensive Back Office Support: Including Case Design (comprehensive strategies, not limited to illustrations), New Business Processing, Marketing, and related functions. Responsibilities: Conduct in-home consultations to provide comprehensive financial advice and retirement planning services. Facilitate clients' achievement of retirement objectives through strategic financial planning. Engage in continuous training and professional development workshops to enhance sales proficiency and product knowledge. Maintain a schedule of 5-8 client appointments per week. Qualifications: Must be based in California. Possession of an active Life License in California is mandatory. Series 65 or 66 Securities License is preferred. Minimum of 2 years of experience in annuity sales. Demonstrated energy and willingness to travel for in-home appointments. Strong commitment to professional development and receptivity to coaching. You will be an independent contractor Work Schedule: Monday through Friday. Saturdays are optional. Sundays are not included in the work schedule.

Financial Advisor - Lead, Grow, and Thrive Are you a seasoned financial professional looking for the next level of impact and success? At Ameriprise, we offer an unparalleled opportunity for experienced advisors to grow their practice within a firm that values entrepreneurial spirit, integrity, and long-term client relationships. As a Financial Advisor, you'll leverage your expertise and existing book of business to deliver tailored financial solutions, deepen client relationships, and drive your own success-while benefiting from the support, resources, and stability of a leading global financial firm. We offer a competitive base salary, uncapped earnings potential, and full benefits. You'll have access to industry-leading technology, robust investment solutions, and a collaborative culture that empowers you to scale your practice. What You'll Do • Expand and manage your client portfolio while delivering comprehensive financial planning and investment advice. • Leverage firm resources to enhance client experience, optimize investment strategies, and grow assets under management. • Network and acquire high-net-worth clients through strategic marketing, events, and referrals. • Lead with integrity-ensuring compliance with regulatory requirements and best practices. • Achieve top-tier results and unlock additional earning opportunities, professional recognition, and leadership pathways. What You Bring ✅ 5+ years of experience as a financial advisor with a proven track record of client acquisition and retention ✅ An established book of business and strong professional network ✅ A client-first mindset and expertise in investment planning, wealth management, and risk mitigation ✅ Active Series 7, 63/65 (or 66), and state life/health insurance licenses ✅ Ability to drive revenue growth while maintaining high ethical standards Why Ameriprise? We're a global financial leader managing $1 trillion+ in assets across 2 million clients. At Ameriprise, you'll gain the autonomy to run your practice while benefiting from cutting-edge technology, marketing support, and a values-driven culture. If you're ready to elevate your career, expand your reach, and serve clients at the highest level, join us at Ameriprise. Ameriprise Financial is an equal opportunity employer.

*Must be in San Francisco Bay Area At Northwestern Mutual, Build a Business for Yourself, but Not by Yourself. Northwestern Mutual was named one of the World's Most Admired Companies in our industry by Fortune's annual survey in 2024 and ranked 111 by Fortune 500 , affirming we are among America's premier companies. For over 165 years, our Financial Advisors have helped clients through comprehensive and innovative financial planning, keeping them consistent and on track to meet their financial goals. As a Northwestern Mutual Financial Advisor, you'll build lasting relationships with your clients, help them achieve their financial goals, and help solidify your future, too. Through our award-winning training and development programs, career changers like yourself are assigned a mentor and receive ongoing support to help you build your career. Your hard work will be rewarded with opportunities for growth and unlimited income potential, including the chance to pursue a leadership role that offers growth opportunities through recruitment, development, and retention. At the San Francisco Bay Area Group (SFBAG), we value an inclusive and belonging workplace where everyone's unique viewpoints are respected. We strive to create a culture that reflects our communities and fosters an environment where everyone is welcomed, valued, and heard. See more about our commitment to Diversity and Inclusion: ******************************************************************** We Can Count on Our Financial Advisors To: Build a client base by growing relationships with your network Educate beyond training through sponsored licensing and knowledge of Northwestern Mutual financial products and market trends with support from our Training and Development Team. Influence and present clients with an integrated financial plan (insurance and investments) with expert perspectives and recommendations with support from our Financial Planning Team. Own your business's development and management as you master your craft. Maintain client relationships to review and update your client's financial goals. Within 1 Month, You'll: · Attend and graduate from our 16-day Financial Planning Academy · Work with our Development team to develop a business plan unique to you · Launch your website and digital presence with our Marketing team · Run client facing meetings with support from a mentor and seasoned Financial Advisors Within 3 - 6 Months, You'll: · Participate in your first monthly peer-to-peer study group in our San Francisco office · Build your clientele while working with individuals, families and businesses on personal insurance and investment planning · Pass your Series 6 or 7, and series 63 exams to fully registered · Qualify to attend NM'S Trailblazer Academy at our Headquarters in Milwaukee Within 6 months - 1 Year, You'll: · Impact at least 60 clients with integrated financial plans · Attend Regional and Annual Conferences · Leverage NM's Development Programs Benefits of Working with Northwestern Mutual: · Medical - High deductible and traditional co-pay plans available · Dental, Vision & Flexible Spending Accounts available · Retirement Package and Pension Plan funded by Northwestern Mutual · Life Insurance and Disability Income Insurance · Exceptional income potential that is directly related to your sales results and the relationships you develop with your clients. Financial representatives are compensated through commissions, renewals, and bonuses. (A verage uncapped annual earnings of $70K-$250K+; based on 2015-2022 company average for representatives in the first 3 years ) · Family Planning - Maternity, short-term disability, & adoption assistant available as well as access to family planning specialists · Wellbeing - A life assistance program that provides confidential and personalized content and tools to assist in all aspects of your life. · LGBTQ+ gender health services and transgender care · Study groups for insurance licensing, SIE, Series 6, Series 63 · Flexible work schedule & time off Your Areas of Knowledge and Expertise that Matter for this Role: · 4-year degree; or equivalent professional work experience · 3 or more years of experience in business or sales · Obtain your California Life, Accident and Health license within 30 days · Complete Securities Industry Essentials (SIE) exam within 60 days · Obtain securities license; Series 6 or 7 and Series 63 within 90 days · Entrepreneurial ambitions · History of success in relationship-building or client-facing roles · Excellent time-management skills · Desire for continuous learning and collaboration · Proficient critical thinking and communication competencies · General knowledge of Microsoft Office · Legal authorization to work in the US without sponsorship · Ability to be in the office to attend in-person meetings 3-5 days per week Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.

Responsibilities Include: -Gather financial planning data and assist in plan production for acquired clients. -Conduct client meetings (reviews and deliverables) with all clients to generate NB implementation per client service policy. -Conduct quarterly calls to all assigned clients and document them in call log. -Document meeting notes and follow-ups and assign tasks in SalesForce. -Complete trading and execution of client-agreed-upon requests on a timely basis and plan implementation. -Participate in training and growth of the practice through mentoring and demonstrating in client meetings. -Internal/external practice acquisition opportunities and onboarding. -Participate in new client acquisition and generate new leads for the firm. Requirements: -Bachelors Degree required -CFP Preferred but not required -Series 7, 66, SIE licensing -2-3 years of financial planning and client-facing experience -Experience leading client meetings and meeting with prospects -Growth-oriented, team player, and fast-paced learner -Excellent organization and time management skills Compensation and Benefits: -Base salary (commensurate with experience) plus bonus opportunity. -Full benefits package.

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

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

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.

*Must be able to commute to Monterey Office location At Northwestern Mutual, Build a Business for Yourself, but Not by Yourself. Northwestern Mutual was named one of the World's Most Admired Companies in our industry by Fortune's annual survey in 2024 and ranked 111 by Fortune 500 , affirming we are among America's premier companies. For over 165 years, our Financial Advisors have helped clients through comprehensive and innovative financial planning, keeping them consistent and on track to meet their financial goals. As a Northwestern Mutual Financial Advisor, you'll build lasting relationships with your clients, help them achieve their financial goals, and help solidify your future, too. Through our award-winning training and development programs, career changers like yourself are assigned a mentor and receive ongoing support to help you build your career. Your hard work will be rewarded with opportunities for growth and unlimited income potential, including the chance to pursue a leadership role that offers growth opportunities through recruitment, development, and retention. At the San Francisco Bay Area Group (SFBAG), we value an inclusive and belonging workplace where everyone's unique viewpoints are respected. We strive to create a culture that reflects our communities and fosters an environment where everyone is welcomed, valued, and heard. See more about our commitment to Diversity and Inclusion: ******************************************************************** We Can Count on Our Financial Advisors To: · Build a client base by growing relationships with your network · Educate beyond training through sponsored licensing and knowledge of Northwestern Mutual financial products and market trends with support from our Training and Development Team. · Influence and present clients with an integrated financial plan (insurance and investments) with expert perspectives and recommendations with support from our Financial Planning Team. · Own your business's development and management as you master your craft. Maintain client relationships to review and update your client's financial goals. Within 1 Month, You'll: · Attend and graduate from our 16-day Financial Planning Academy · Work with our Development team to develop a business plan unique to you · Launch your website and digital presence with our Marketing team · Run client facing meetings with support from a mentor and seasoned Financial Advisors Within 3 - 6 Months, You'll: · Participate in your first monthly peer-to-peer study group in our San Francisco office · Build your clientele while working with individuals, families and businesses on personal insurance and investment planning · Pass your SIE, Series 6, and series 63 exams to fully registered · Qualify to attend NM'S Trailblazer Academy at our Headquarters in Milwaukee Within 6 months - 1 Year, You'll: · Impact at least 60 clients with integrated financial plans · Attend Regional and Annual Conferences · Leverage NM's Development Programs Benefits of Working with Northwestern Mutual: · Medical - High deductible and traditional co-pay plans available · Dental, Vision & Flexible Spending Accounts available · Retirement Package and Pension Plan funded by Northwestern Mutual · Life Insurance and Disability Income Insurance · Exceptional income potential that is directly related to your sales results and the relationships you develop with your clients. Financial representatives are compensated through commissions, renewals, and bonuses. (Average uncapped annual earnings of $70K-$250K+; based on 2015-2022 company average for representatives in the first 3 years) · Family Planning - Maternity, short-term disability, & adoption assistant available as well as access to family planning specialists · Wellbeing - A life assistance program that provides confidential and personalized content and tools to assist in all aspects of your life. · LGBTQ+ gender health services and transgender care · Study groups for insurance licensing, SIE, Series 6, Series 63 · Flexible work schedule & time off Your Areas of Knowledge and Expertise that Matter for this Role: · 4-year degree; or equivalent professional work experience · 3 or more years of experience in business or sales · Obtain your California Life, Accident and Health license within 30 days · Complete Securities Industry Essentials (SIE) exam within 60 days · Obtain securities license; Series 6 or 7 and Series 63 within 90 days · Entrepreneurial ambitions · History of success in relationship-building or client-facing roles · Excellent time-management skills · Desire for continuous learning and collaboration · Proficient critical thinking and communication competencies · General knowledge of Microsoft Office · Legal authorization to work in the US without sponsorship · Ability to be in the office to attend in-person meetings 3-5 days per week Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company (NMWMC) (Investment Advisory Services), a federal savings bank. NM and its subsidiaries are in Milwaukee, WI.