127
financial consultant jobs in San Francisco, CA
Northwestern Mutual —San Francisco, CA
Obtain your California Life, Accident and Health license within 30 days. Obtain securities license; Series 6 or 7 and Series 63 within 90 days.
$80,000 - $120,000 a year
Quick Apply
20h
Charles Schwab —San Francisco, CA
Active and valid FINRA Series 7 license required (may consider a 90-day COE). 66 license required (may be obtained with a 120-day COE).
$160,000 - $205,000 a year
LPL Financial —San Francisco, CA
LPL Financial partners with credit unions to offer a complete menu of financial services to credit union clients. Series 7 and 66 (63/65) required.
$90,000 a year
JPMorgan Chase & Co —San Francisco, CA
Interface directly with clients and Financial Advisors to make investment recommendations, propose firm offerings and execute equity trades, mutual fund orders,…
$66,560 - $90,000 a year
JPMorgan Chase & Co —San Francisco, CA
A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment.
$66,576 a year
Bank of America —San Francisco, CA
From marketing yourself to managing your own practice, we’ll prepare you with everything you need as you develop within your role.
$75,000 - $85,000 a year
Bank of America —Oakland, CA
Recommends financial advice and guidance that align with client financial goals and needs. Partners with financial center leaders, performance managers, and…
Estimated: $54.7K - $69.3K a year
Bank of America —San Francisco, CA
Securities Industry Essentials (SIE), Series 7 & 63 (Must obtain SIE, Series 7 & 63 license within 180 days of start date).
$190,000 - $235,000 a year
Citi —San Francisco, CA
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its…
$70,000 a year
East West Bank —San Francisco, CA
Series 6 and 63 investment and life insurance license. Assist customers with financial needs such as cash withdrawals, deposits, transfers, loan/credit card…
$23 - $28 an hour
Quick Apply
BMO US —San Francisco, CA
Oversees the design, development, and implementation of tools and training required to deliver business results. Develops and manages a business/group program.
$110,000 - $204,100 a year
14d
Afterpay —San Francisco, CA
Initially built to take the pain out of peer-to-peer payments, Cash App has gone from a simple product with a single purpose to a dynamic ecosystem, developing…
Estimated: $134K - $170K a year
13d
Equitable Advisors —San Francisco, CA
Our entry level training curriculum is designed to empower you with the skills and tools needed for success: client relationship management, product knowledge,…
$24,000 a year
Citi —San Francisco, CA
The Investment Counselor Principal is a strategic professional who closely follows latest trends in own field and adapts them for application within own job and…
$95,040 - $316,920 a year
Wedbush Securities —San Francisco, CA
FINRA Series 7, 86 and 87 licenses required, upon entry, or immediately thereafter. Decisions regarding compensation are determined on a case-by-case basis and…
$175,000 - $200,000 a year
Capital Group Companies —San Francisco, CA
You will be provided a full support structure to help you build your own practice by cultivating prospective clients and referral sources to develop your book…
$100,000 a year
U.S. Bank National Association —San Francisco, CA
The Senior Client Portfolio Manager/OCIO Nonprofit Specialist is primarily responsible for multi-asset class client portfolio strategy and oversight, regular…
$129,455 - $167,530 a year
Wedbush Securities —San Francisco, CA
Mentor, lead, and develop team members. Decisions regarding compensation are determined on a case-by-case basis and are dependent on a variety of factors…
$250,000 a year
Deloitte —San Francisco, CA
A bachelor's degree in accounting, finance or related field. Overseeing complex federal tax compliance and consulting projects requiring tax analysis for a…
Estimated: $135K - $171K a year
Deloitte —San Francisco, CA
Bachelor's degree in accounting, finance, or other business-related field. Licensed CPA in state of practice/primary office if eligible to sit for the CPA.
Estimated: $132K - $168K a year
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