Finance Consultant Jobs in Stockton, CA

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.

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.

Our client seeks a Family Office Investment Associate to join the team. Job responsibilities include: -Serve as trusted contact to family clients for day-to-day client service and family advisory needs. -Support investment team in oversight and implementation of client portfolios. Areas of involvement include client onboarding, portfolio deployment, single stock risk management, ongoing rebalances, investment oversight, financial planning and risk management. -Actively participate in portfolio management decisions to enable strategic family initiatives related to estate and tax-planning solutions such as transfers of interest, partnership distributions, and charitable gifting. -Present at regular meetings alongside the investment team with potential and current clients. JOB REQUIREMENTS: -At least 2-5 years of experience working as an investment associate at a family office, endowment, FOFs or OCIO -Strong undergraduate track record from a top institution -Preference for candidates with a CFA, CFP or post-graduate degree -Outstanding communication skills -Ability to manage multiple projects at the same time

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.

Talent Focus is proud to collaborate with a renowned international wealth management institution to recruit an exceptional Wealth Advisor for their High Net-worth Private Client practice in the vibrant city of San Francisco - this is an ongoing brief, as our client continues to expand. This is a salaried position plus commission based on new revenue generation. Your Role As a Wealth Advisor, you will serve as a trusted partner to high-net-worth clients, building enduring relationships based on a deep understanding of their values, aspirations, and financial goals. Leveraging cutting-edge research, sophisticated financial planning tools, and world-class investment strategies, you will empower your clients to achieve their financial objectives and enhance their overall financial well-being. Our client is committed to your success, offering comprehensive training and full support to help you achieve relevant financial qualifications and advance your career. What We're Looking For We are seeking ambitious, client-focused professionals with a strong background in: Experience: 5-10 years of proven success in sales, business development, and relationship management. Network: An established network of High Net-worth clients or prospects, with the ability to cultivate new connections. Skills: Exceptional emotional intelligence, curiosity, and a solid understanding of Capital Markets. Character: A passion for learning, coupled with humility, integrity, and a tenacious drive to succeed. Why Join This Opportunity? Prestigious Platform: Work with a globally respected wealth management institution known for its excellence in serving high-net-worth clients. Client Impact: Play a pivotal role in helping clients achieve financial freedom and security by delivering tailored wealth solutions. Comprehensive Support: Receive world-class training, mentoring, and resources to excel in your role and grow your career. Dynamic Location: Thrive in the vibrant financial hub of Los Angeles, engaging with a diverse and affluent clientele. If you're a motivated professional with a proven ability to build lasting relationships and deliver value to high-net-worth clients, this is your chance to advance your career with a global leader. Apply now and take the next step in your professional journey!

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

About Us: At Retirement Security Centers (RSC), we specialize in helping individuals plan for a secure and fulfilling retirement. Our mission is to ensure our clients never outlive their money, maintaining financial independence, economic freedom, and dignity. We achieve this through a collaborative approach, providing clear and personalized recommendations based on a deep understanding of each client's unique circumstances and the financial landscape. Our professional team is dedicated to guiding clients through the most important financial decisions of their lives. Financial Planner Trainee Program Are you passionate about helping others while building a successful career? Our 12-18-month Financial Planner Trainee Program is designed to equip you with the skills and knowledge needed to become a financial planner. The program is broken down into four phases, focusing on obtaining necessary licenses while benefiting from a strong mentorship program. You'll work closely with a team of Senior Financial Planners, gaining valuable insights and experience. We teach you what is needed to succeed as a planner with a defined career trajectory once you graduate from this program. Responsibilities: Complete the CA Life and Disability Insurance exam (within the first 30 days). Pass the FINRA SIE, Series 7, and 66 exams (within the first eight months). Utilize financial planning, retirement, and investment software for client meetings. Schedule appointments with existing clients and manage meeting logistics. Support Senior Planners with applications and operational tasks. Assist individual financial planners with various projects. About You: Ambitious and eager to manage your career path. A self-starter who values training and coaching. Outgoing and able to build strong relationships. Proficient in MS Office and quick to learn new software with a keen eye for detail. Requirements: A graduate with a Finance, Economics, Communications, or equivalent degree. Passionate about a career as a Financial Planner. Strong understanding of financial concepts and products. Proven success in academic or professional settings. Excellent computer skills. Location: in-office, Sacramento, CA Apply: Send your resume to Kelly Jordan 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.

RETS Associates on behalf of our client, an entrepreneurial Commercial Real Estate firm based in Walnut Creek, CA, is seeking a skilled CRE Real Estate Analyst to join our client's team. With a proven track record of optimizing real estate value resulting in over $1 billion in gross assets, this firm holds a diverse portfolio of 5+ million SF across Western markets. The role offers a unique opportunity to collaborate directly with the executive leadership team and to specialize in acquisitions underwriting, asset management, and capital markets. Responsibilities and Qualifications: BA/BS degree with strong GPA. 1-3 years of experience in Commercial Real Estate analysis using Excel. ARGUS is a plus. Be part of a lean, flat team with exposure to acquisitions, asset management, leasing, capital markets, and investor relations. Opportunity to work closely with experienced leaders, access outstanding benefits, and be part of a rapidly expanding organization with promising prospects for career advancement. Compensation: $90k - 100K base salary plus bonus.

Bankers Life , one of the most respected brands in the Financial Services industry, is seeking ambitious individuals to grow our team of Financial Professionals (Licensed Insurance Agents). We offer award-winning training, access to mentors, & a workday that can be built around your lifestyle. APPLY NOW As a Financial Services Professional, you will: Build a client base by growing relationships with your network and providing guidance Gain expertise through sponsored coursework and proprietary agent development training Guide clients through important financial decisions using the latest software and our expansive product portfolio Pathways to develop your Financial Professional career including leadership, wealth management, & retirement planning What makes a great Financial Services Professional? The ability to present complicated concepts effectively & maintain uncompromising principles, such as honesty &integrity Self-motivation to connect with company provided sales leads and network with new clients Strong relationship building, communication, and time-management skillsA competitive and entrepreneurial spirit to achieve success both for yourself and others What we offer: Exciting Hybrid Schedule (part in office/Part remote) Highly competitive commission structure designed to grow with you (Est. 1st yr. on-track earnings: $55,000-$70,000!) Passive income opportunities & bonus programs Fully paid insurance licensing, SIE, Series 6, Series 63, CFP Award-winning training: Flexible in-office schedules once you complete your agent training (Bankers Life has been a Training Apex Award Winner for the last 12 consecutive years!) Progressive advancement opportunities Retirement savings program potentially within 6 months to 18 months What you need to APPLY: A valid California Life and/or Health LicenseStrong communication & sales skills Ability to build rapport & effectively present complex concepts to clients Self-motivation to network & prospect for new clients Strong relationship-building & time-management skills. A competitive & entrepreneurial spirit. Ability to work part of your week in office (Hybrid Opportunity) Bilingual in English & Spanish a PLUS but not required. At Bankers Life , we are champions of career growth, development & learning. Our offices foster a family environment that encourages teamwork, celebrates achievements & makes fun a priority. We support each other in work & in life, & we pride ourselves on creating a sense of community & belonging. Bonuses, rewards & recognition are important aspects of our culture. Our success as a company is a direct result of our talent in the field, which is why investing in our people breeds success for our financial professionals and our brand. Bankers Life , a subsidiary of CNO Financial, is a Fortune 500 company with a strong commitment to diversity and inclusion. We value an inclusive and belonging environment where everyone's different viewpoints bring new successes! Please visit our career site to learn more about our mission: ***************************** com You inspire us. We empower you.

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

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.

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

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

Insight Wealth Strategies (IWS) is a fee-only SEC-Registered Investment Advisory Firm providing comprehensive financial planning and investment management services. With over 20 years of experience, we specialize in working with high-net-worth individuals and families, guiding them through all stages of their financial lives. Our team is dynamic, results-driven, and committed to professional growth. We take a collaborative approach to client service, ensuring each client benefits from the collective expertise of our advisors. Our firm offers a structured career path with opportunities for mentorship, leadership, and eventual equity ownership. About the Role We are seeking an established Financial Advisor to become a member of our advisory team. This role is a blend of financial planning and client relationship management responsibilities. The Advisor will work directly with clients, oversee financial plans, provide investment guidance, and collaborate with internal teams to deliver high-quality service. Key Responsibilities Serve as the primary relationship manager for clients, conducting regular financial planning and investment meetings. Develop, present, and implement financial plans tailored to each client's needs. Analyze client portfolios and make strategic investment recommendations. Collaborate with internal teams (client services, portfolio management) to enhance our client experience. Stay up to date on regulatory, tax, and industry trends to ensure best-in-class financial planning strategies. Contribute to firm growth by engaging with prospective clients and participating in business development efforts. Ideal Candidate Profile Minimum 3 years of experience as a financial advisor in a direct client-facing role, currently advising/managing minimum of $10MM in AUM in a fee-based capacity. Knowledge of financial planning and portfolio management (CFP preferred). Excellent communication skills with the ability to build and maintain strong client relationships. Detail-oriented, organized, and able to manage multiple client relationships simultaneously. Commitment to fiduciary standards and ethical financial advising. What We Offer Compensated as1099 independent contractor. Potential to convert to W2 salaried employee after 12 months, with equity ownership as part of conversion. Robust lead generation system creating 3-4 new client opportunities per month. Full benefit package including health, dental, vision, and a 401(k) with company contribution. Clear career progression with opportunities for leadership, and a path toward equity ownership. Best-in-industry technology and access to firm-generated leads for business development. A collaborative, team-oriented culture, with an annual firmwide meeting in California. Professional Development Education provided. Join our growing team and take your financial advisory career to the next level!

*Must be in San Francisco East 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. (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.

Job Title: Financial Analyst V Duration: 12 Months Contract Pay : $60/hr- $62/hr on W2 without benefits. This role will contribute to business planning and forecasting, including the development of annual operating budgets, consolidating various financial aspects within the network infrastructure domain and support ad hoc strategic projects, to deliver business analytics and insights. This includes working closely with business partners, accounting and other cross functional teams. Here are the key responsibilities: Job Responsibilities: Gather, consolidate, and analyze operating and financial results, including preparing internal and external reporting deliverables and analyzing and explaining trends & drivers Assist with senior management business and financial planning, including presentations and key analysis requests Partner with cross-functional teams, including Finance, Accounting, IT, and other teams, to drive scalable analyses and insights Conduct ad hoc financial analysis for Capex, Opex or headcount to support decision making processes Skills: Detail-oriented, organized, and demonstrated ability to multi-task and shift priorities quickly under pressure and tight deadlines Experience developing frameworks and solutions to high-level questions with limited supervision; Strong financial modeling skills Proficiency in Google Sheets and Excel to collect, organize, and analyze data is essential. A strong understanding of financial concepts, including budgeting, forecasting, and financial analysis Nice to Have Skills: Experience with Hyperion EPM/Essbase (or equivalent) SQL Experience Consolidation Experience: Proven experience in consolidating financial data from multiple sources, including actuals, forecasts, and budgets Opex Management/Forecasting: Experience in managing operational expenses (opex). Experience supporting Infrastructure business Education/Experience: BA/BS in Business, Finance, Economics, or equivalent 5 + years of finance or financial planning and analysis experience. Poster Name : Ammar Bin Anis Email : **************************** Internal ID : 25-34723 About US Tech Solutions: US Tech Solutions is a global staff augmentation firm providing a wide range of talent on-demand and total workforce solutions. To know more about US Tech Solutions, please visit ************************ US Tech Solutions is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran. IMPORTANT NOTICE: For California Applicants: Pursuant to the California Fair Chance Act, Los Angeles County Fair Chance Ordinance for Employers, Los Angeles Fair Chance Initiative for Hiring Ordinance, and San Francisco Fair Chance Ordinance, qualified applicants will be considered for assignment with arrest and conviction records. Criminal history may have a direct, adverse, and negative relationship with some of the material job duties of this position. These include the duties and responsibilities listed above, as well as the abilities to adhere to company policies, exercise sound judgment, effectively manage stress and work safely and respectfully with others, exhibit trustworthiness, meet client expectations, standards, and accompanying requirements, and safeguard business operations and company reputation.