Finance Internship Jobs in Newark, CA

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!

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.

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.

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.

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

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.

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 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.

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.

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

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

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.

Financial Advisor - "Choose a Career That Lets You Live Life Differently!" Recognized by FORTUNE as one of the "World's Most Admired" companies, Northwestern Mutual (NM) has been among the leaders in the financial services industry for nearly 170 years. NM has a proven track record of financial success. By joining our team, you'll have access to the following: Sponsorship for Life and Health licensure, SIE, Series 63, 7, and CFP. Unique opportunity to pursue leadership and specialized roles. An award-winning training program to help you get started. Personalized coaching, assistance with market development, and administrative support. Benefits: Eligibility for Launch Accelerator Program stipend, an opportunity to earn an additional $750 weekly in addition to performance base compensation. While you help your clients achieve financial security, Northwestern Mutual will also help you. Comprehensive medical coverage. Two company-funded retirement plans. Group life and disability income insurance. Sponsorship of licensing and designations. Personalized mentorship from top-performing advisors. Mentorship and professional development training throughout your entire career. A culture that promotes diversity, teamwork, work/life balance, recognition, and rewards. Full financial support for professional designations and professional business growth certifications. Performance-based compensation through commissions, bonuses, repeat business, client retention, and stipends. Responsibilities: Identify potential clients with marketing and branding resources provided by NM. Schedule appointments and meetings with potential clients. Create strategies for clients in insurance coverage, investment planning, cash management, and other areas to help them reach financial objectives. Make product recommendations to help your clients meet their financial goals. Provide ongoing support and service for your clients Manage and update client portfolios. Answer client questions about financial plans and provide financial advice. Qualifications Bachelor's Degree. Located in the San Jose, CA, area. This is an onsite role, must be within reasonable commuting distance. Strong interpersonal, verbal, and written communication skills. Ability to work independently. A commitment to ongoing learning, including staying current on financial changes. Must complete a background check.

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

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.

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.

Recognized by FORTUNE as one of the "World's Most Admired" companies, Northwestern Mutual (NM) has been among the leaders in the financial services industry for nearly 170 years. NM has a proven track record of financial success. Our internship program mimics our full-time Financial Representative career, allowing you to: Learn how to prospect and network to build your business and client base Develop and execute on a business strategy Call on potential clients and set meetings to understand their financial goals Prepare plans and offer useful recommendations Gain exposure to proprietary planning software platforms Engage in weekly coaching, training, and development meetings Receive Risk Product State Licensing: Life, Accident, and Health Build life skills that create future career opportunities As a Northwestern Mutual College Financial Representative, you can expect a flexible schedule to work around your life and your classes. With the option to participate in our internship program year-round, you can continue to grow your practice and obtain support for registrations and certifications such as the Series 6 & 63 or CFP . Get inspired at local and national recognition events, earn access to leadership programs, and collaborate with experts in our business. In fact, you'll find diverse resources across our culture to ensure that you experience personal and professional growth in this program. With interest, eligible students have an opportunity to interview for a full-time Financial Representative or Advisor role upon graduation. Are you a fit for this internship? Full-time student; Sophomores and Juniors preferred Located in the Bay Area within commuting distance of Campbell, CA Entrepreneurial ambitions and curiosity for sales Highly involved on campus (leader, athlete, campus orgs, student government, etc.) Excellent time-management skills Interest in financial literacy and planning tools Business savvy and desire to increase critical thinking abilities Why join Northwestern Mutual Fortune 500 company (2023) Top 100 Internship Programs, Yello x WayUp (2022) 5.0+ million clients and growing2 $257 billion retail investment client assets held or managed by Northwestern Mutual3 Forbes' Best Employers for Diversity (2018-2021) Unsurpassed financial strength4 Best Place to Work for LGBTQ+ Equality- Human Rights Campaign Corporate Equality Index (2015-2021)