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Financial Advisor
Edward Jones 4.5
Finance advisor job in San Jose, CA
This job posting is anticipated to remain open for 30 days, from 02-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf. Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
$45k-100k yearly 1d ago
Financial Advisor
Edward Jones 4.5
Finance advisor job in Menlo Park, CA
This job posting is anticipated to remain open for 30 days, from 08-Dec-2025. The posting may close early due to the volume of applicants. If you find yourself at a professional crossroads, a career as a financial advisor may be the right change for you. Financial advisors partner with clients to help them achieve their long-term financial goals: retirement, building wealth, estate strategies, funding education and more. As a financial advisor with Edward Jones, you'll develop and grow your own practice, supported by your branch team, a home-office team and other regional financial advisors. You'll benefit from the experience that comes from 100 years of history. We're proud to have more offices in the U.S. and Canada than any other investment firm, serving over eight million clients. Our financial advisors are valued partners, and we credit much of our success to their unique experiences and professional backgrounds. We value an inclusive environment where everyone's different viewpoints help to achieve results. Financial advisors lead the branch team to serve clients and contribute to the firm's purpose. They deeply understand the client's goals and why they are important to accelerate trust and help them stay on track. Edward Jones helps you positively impact clients' lives and work together to achieve their long-term financial goals, enabling you to make a difference in your community. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be a financial advisor with the industry's top training program¹. Salary for the first five years as you begin to build your practice² A firm-provided branch office in the community Branch office support to help lighten the load so you can focus on your clients A support network that extends from your branch office to your region to the home office - You'll work independently, but will have a team of thousands backing you every step of the way. You can also expect... No ceiling to your earning potential and growth, and your compensation is tied to the effort you put in A compensation package that includes opportunities for commissions, profit sharing and incentive travel The flexibility that you need to balance your personal and professional lives - the best of both worlds A culture of continuous improvement and professional development Key Responsibilities Build relationships to create new clients via face-to-face and virtual sourcing strategies (residential, business, networking, introductions and referrals, social media, and speaking engagements). Deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create personalized, comprehensive strategies to help them achieve their goals. Oversee branch processes, roles, and responsibilities to ensure a high-quality, streamlined client experience consistent with firm policies and procedures, regulatory requirements, and ethical guidelines. Engage the branch team to create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Create a highly engaging environment in the branch of mutual trust, respect, feedback and accountability. ¹ For the 25th consecutive year, Edward Jones was named a top company for training. The firm ranked No. 17 on Training magazine's prestigious 2025 Training APEX awards listed by Training magazine. 2025 Training Magazine Training Apex Award, published February 2025, date as of September 2024, an application fee was required for consideration ² As your new asset compensation and commissions increase over the first five years, salary will decrease Benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), disability income continuation, basic life, and basic AD&D coverage. Income continuation, basic life, and basic AD&D coverage are provided at no cost to financial advisors. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account and flexible spending account. Financial advisors enjoy flexibility in their schedule and, where required by applicable law, are eligible for paid sick leave and paid time off. Financial advisors may be eligible for bonuses; profit sharing; paid medical and parental leave for Financial Advisors that satisfy eligibility requirements; and participation in the firm's Travel Award Program. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to financial advisors, please visit our benefits page. Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model. The new financial advisor compensation program includes trainee pay, a supplemental salary for up to five years, commissions and compensation for new assets gathered for the first five years. For more information regarding compensation please click the link below. New Financial Advisors Compensation Supplemental Starting Salary Range $45,000 - $100,000 Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf. Read More About Job Overview Skills/Requirements Successful financial advisors demonstrate a unique combination of ambition, self-motivation, and commitment to establishing long-term client relationships. Financial advisors grow the business through identifying and creating new clients through initial discover of financial goals and deepening relationships with existing clients by reviewing investment strategies and implementation recommendations. Financial advisors earning potential is reflective of their performance. What characteristics would make you a successful financial advisor? An interest in financial services/markets and how they work Love of learning and challenges, including determination to succeed Skilled in long-term relationship building Comfortable in your ability to think critically Passion for new opportunities Can you see yourself... Learning to be a financial advisor through our comprehensive training program? Delivering personalized investment and financial solutions to your clients? Taking ownership of your business's growth and success? Meeting professional and personal objectives as they relate to building your practice? Working in and positively impacting your local community? Skills/Requirements Candidates should have at least one of the four qualifications bullets listed below: A bachelor's degree is strongly preferred or equivalent work-related experience within the securities/financial services industry Financial services and/or sales experience Financial services registration, licensing, or certification Professional and/or military career progression Licensing: SIE (which can be obtained without Firm sponsorship), Series 7 and Series 66 will be required; if not currently registered, registrations may be obtained at Edward Jones during the assigned paid study period. FINRA registrations required within three months. State insurance licenses will be required. As an associate, you are required to complete ongoing training offered by the firm and regulatory authorities (FINRA and SEC), as well as required CE training to ensure licenses remain in good standing. Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law. #LI-USFATA
$45k-100k yearly 1d ago
Sap Finance Control Consultant
HW3 4.1
Finance advisor job in San Jose, CA
Are you a senior SAP Finance leader ready to shape the future of enterprise transformation? We're seeking an expert with deep S/4HANA experience to drive innovative finance solutions across a wide range of business processes. In this role, you'll lead end-to-end design, guide fit-gap discussions, influence digital transformation strategies, and help build modern, scalable Finance capabilities. You'll work across key areas like Central Finance, Universal Journal, Asset Accounting, Banking, AP/AR, Controlling, and more-bringing your experience from multiple implementations, custom developments, and complex integrations (including BTP and CPI). If you thrive in challenging environments where your expertise directly impacts business outcomes, this role offers the opportunity to lead with vision and deliver meaningful change. Ready to make a major impact? Let's talk.
$57k-95k yearly est. 2d ago
Financial Analyst
One Carmel 4.4
Finance advisor job in Palo Alto, CA
About DL Investment Holdings US, LLC Headquartered in Palo Alto, DL Investment Holdings US, LLC is a diversified investment platform and a wholly-owned subsidiary of DL Holdings Group. We leverage our parent company's robust APAC financial network to bridge capital and opportunities in the US market. Our operations are defined by three core strategic pillars: Real Estate Investment & Management: A full-lifecycle approach to developing and managing ultra-luxury residential communities and investment-grade assets. Family Office Services: Providing bespoke global asset allocation, comprehensive wealth management, and legacy planning for high-net-worth clients. Global Investment: Facilitating cross-border capital deployment and strategic financial advisory. We are dedicated to connecting global vision with local expertise to drive long-term value. Position Overview DL Investments is seeking a motivated and detail-oriented Financial Analyst with 2-3 years of experience to support our finance and accounting operations. This role will assist with day-to-day financial tasks, basic bookkeeping, and cash management, while also contributing to financial analysis and reporting. The ideal candidate will have a strong interest in investment and financing activities, particularly in support of real estate projects. This is an excellent opportunity to grow within a dynamic team and gain exposure to both operational finance and strategic investment analysis. Key Responsibilities Assist with accounts payable and receivable processing, including invoice review, payment runs, and customer collections Support month-end close activities, including journal entries and account reconciliations Prepare routine financial reports and assist with variance analysis Help maintain accurate financial records and ensure compliance with internal controls Conduct basic financial analysis, modelling, and forecasting to support investment and financing decisions Assist in the preparation of presentations and materials for real estate projects Collaborate with the Finance Manager on tax filings, payroll support, and regulatory compliance as needed Utilize financial systems (e.g., QuickBooks, Excel) to track and report financial data Qualifications Bachelor's degree in Finance, Accounting, Economics, or related field 2-3 years of experience in finance, accounting, or a related analytical role Understanding of basic accounting principles and financial reporting Proficiency in Microsoft Excel (formulas, PivotTables, charts) Familiarity with QuickBooks or similar accounting software is a plus Strong analytical and problem-solving skills Excellent attention to detail and organizational abilities Ability to work independently and as part of a team Preferred Skills Interest in real estate investment and project financing Exposure to financial modelling or investment analysis CPA candidate or relevant certification progress is a plus Personal Attributes Proactive and eager to learn Adaptable and able to manage multiple tasks Strong communication and interpersonal skills High integrity and professionalism Language Skills English (required) Chinese (preferred) DL Investments is an Equal Opportunity Employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or veteran status. DL Investments is committed to providing equal employment opportunities to all applicants, including individuals with disabilities. In accordance with the Americans with Disabilities Act (ADA) and the California Fair Employment and Housing Act (FEHA), we provide reasonable accommodations to qualified applicants and employees with disabilities to ensure equal access to the application, interview, and hiring process. If you require a reasonable accommodation to complete your application or to participate in the interview process, please contact us and let us know the nature of your request. Requests for accommodation will be considered on a case-by-case basis in accordance with applicable laws. In accordance with the California Privacy Rights Act (CPRA), DL Investments provides this notice to inform you that, at or before the point of collection, we may collect the following categories of personal information from job applicants: identifiers (such as your name and contact information), professional or employment-related information (such as your resume, work history, and education), and any other information you choose to provide as part of your application. This information is collected solely for recruitment, evaluating your qualifications, and managing the hiring process. We do not sell or share your personal information with third parties for commercial purposes.
$65k-107k yearly est. 5d ago
Financial Analyst
Insight Global
Finance advisor job in Dublin, CA
Title: Financial Analyst Duration: 6 month contract to hire Client Industry: Retail We are seeking an intellectually curious and self-motivated Senior Financial Analyst to join the Corporate Financial Planning & Analysis (FP&A) team. This role is critical in driving long-term growth and financial results through forecasting, budgeting, reporting, and strategic analysis. The Senior Financial Analyst will provide insights to senior leadership and partner effectively across the organization to influence decision-making. Must-Haves Education: Bachelor's degree in an analytical field with strong academic performance. Experience: 3-5 years post-college experience in financial analysis and planning (preferably within retail or corporate FP&A). Technical Skills: Advanced Excel and financial modeling. Proficiency in PowerPoint. Ability to learn and use financial systems (e.g., PowerBI, MicroStrategy, Hyperion, Peoplesoft Financial Systems). Analytical Ability: Strong capability to synthesize data, reconcile work, and design analyses to answer specific questions. Detail Orientation: High attention to accuracy and quality. Character: Unquestionable integrity and ability to handle confidential information. Communication: Clear and effective verbal and written communication skills. Work Environment: Ability to work in-office regularly with hybrid flexibility. Plusses CFA or MBA. Experience in retail industry. Familiarity with Flash Sales reporting tools. Forward-thinking, resourceful mindset with comfort in ambiguity. Strong problem-solving skills and ability to manage changing priorities. Compensation: $40.00-50.00/HR Conversion Salary Expectations: $100,000/YR
$40-50 hourly 4d ago
Investment Advisor/Financial Planner
Arta Finance
Finance advisor job in Mountain View, CA
About Arta At Arta Finance, we are product builders, machine learning researchers, finance professionals, and business leaders determined to create a better way to manage our financial lives. The future of finance is technology-relentlessly user-focused, elegant, and bordering-on-magical. We apply deep tech to help people enjoy more successful financial lives-and we believe we can have fun doing it. If you've ever wondered whether your money is working as hard as you are, or thought there must be a better way to pursue your financial goals, we want to hear from you. The Role We are looking for a client-centred Investment Advisor to join our growing advisory team. You'll support our U.S. clients in developing and executing sophisticated financial plans and constructing portfolios across multiple asset classes. You will partner directly with members to understand their goals, design tailored strategies, manage implementation, and monitor performance. You will partner closely with other product experts to design the right portfolio for members. What You Will Do Meet with clients to understand their financial goals, risk tolerance, investment horizon, tax and estate considerations, and overall financial situation. Develop tailored financial plans and multi-asset portfolio construction strategies (including equities, fixed income, alternatives, structured products) aligned with client objectives Manage clients' portfolios, including implementation and execution of investment strategies, ongoing monitoring, periodic reviews, and adjustments as needed to meet plan goals. Educate clients on investment options, asset allocation, portfolio risks, performance, and market outlooks. Develop market and investment content. Build relationships with members: Build and maintain strong member relationships through meetings, answering messages, providing exceptional service, and addressing their financial concerns Stay current with capital markets trends, economic developments, regulatory changes, investment product innovations, and competitor offerings to provide informed recommendations. Ensure all advisory activities comply with relevant regulatory requirements and uphold fiduciary standards Collaborate with internal stakeholders (operations, compliance, product, research) to support seamless service delivery, streamline processes, and enhance client experience. Product Knowledge and Training: Have a deep understanding of Arta's offering and tools, while staying up to date on our training Who You Are Hold the necessary securities qualifications for Investment Adviser Representative (IAR) registration - such as Series 65, Series 7 + Series 66, or an approved designation like CFP , CFA , or ChFC . Able to register as an IAR within the first 3 months of employment if not already registered. Have no disqualifying criminal, regulatory, or securities-related history. Minimum 5 years of experience delivering comprehensive financial plans, including retirement planning, wealth accumulation strategies, tax-aware investing, and estate considerations. Knowledge of life insurance and annuities a strong plus. Analytical mindset with the ability to take market, economic, and financial data and translate it into actionable client recommendations. Strong ethical judgment, professionalism, and commitment to acting in a fiduciary capacity.Strong understanding of portfolio construction, asset allocation, risk management, and multi-asset investment strategies. Ability to create strong relationships and trust through an online remote environment What We Offer A competitive salary and benefits package, with ample opportunities for growth and advancement A vibrant and dynamic work environment where innovation, collaboration, and continuous learning are highly valued The opportunity to work with a diverse and talented team of industry experts, passionate about shaping the future of finance Robust health insurance offering for you and your family High deductible health plan available with health savings account contribution 20 weeks of parental leave 15 days PTO annually Arta's Compensation Philosophy We determine your salary based on factors including your interview performance, job-related skills, experience, and relevant education or training. Our offers are based on salary bands that are updated periodically using market benchmarks and consider geographic location as well (for example, higher cost regions like San Francisco or New York). If you are presented with an offer, we will review the base salary, benefits, number of options, notional option value and strike price. We would like to know if you accept our offer within 7 days. Please keep in mind that the equity portion of your offer is not included in these numbers and represents a significant part of your total compensation. IC I: $110,000-$180,000 IC II: $160,000-$230,000 IC III: $180,000-$300,000
$180k-300k yearly Auto-Apply 23d ago
Senior Real Estate Investment Sales Advisor
NAI Northern California 4.3
Finance advisor job in San Jose, CA
Competition makes us faster. Collaboration makes us better. NAI Northern California is a Commercial Real Estate brokerage with offices located in downtown Oakland, in the Embarcadero in San Francisco and in downtown San Jose. In 2022, NAI Northern California embarked upon an aggressive growth strategy to expand our agent base as well as support staff. We have brought on a well-trained junior team and now must focus on their continued success. We created an innovative culture and we pride ourselves on having disrupted traditional brokerage organizational structures. Successful Senior Agents love our structure for that very reason - collaboration, and transparency. We are seeking Senior Investment Associates in Office Leasing, Office Sales, Industrial/Warehouse, Hospitality, Senior Housing, and Self-Storage. We are also looking for a Multifamily VP in the South Bay.Required: You're licensed to sell Real Estate in California and experienced in selling or leasing commercial real estate You've been in the industry, minimally 2 years We could rattle off a bunch of boring requirements here, but we're much more interested in bringing in the right ambitious person with a laser-focused, successful business in place. And, aligning our junior teams with the right seniors is top priority We are willing to entertain any strategy that will transition a successful, busy senior brokers with track records into NAI so they are comfortable ramping up. What's So Different About NAI Northern California? Collaboration: We take this seriously. We believe that scarcity mentality and sales do not mix. We also believe that competition can inspire you to do great things, but collaborating with others elevates everyone. Therefore management trains the juniors to realize their highest potential & fast and that helps you create a revenue source. Platform: We've implemented world-class CRM so all outreach is transparent. And, we have great events that bring everyone together for fun, community involvement and celebration of our mad sales skills. There are leads in the system ready to go. No databasing necessary...for ANYONE. Support: We spend time and money to support our agents at NAI. We know this is what's necessary to get everyone successful. There are no added costs to work here and we do not nickel and dime our partners. We hire staff to assist you in seeking more leads for calls, in marketing your listings, and in helping you complete escrow / contract process. A Little More About Us: NAI Global is the largest Commercial Real Estate Brokerage Network in the world and a global “Top 5” Commercial Real Estate Company dedicated to having the most successful, productive and happy teams in the industry. The culture we have grown in Northern California is a major competitive advantage, that will expedite your success. We have fun often and laugh easily, and yet we are at the top of our game and deliver the highest quality to our customers and clients. But, take us seriously when we say our sights are focused upon gaining market share, and doing what it takes to be really successful - and carving a name for ourselves in the San Francisco Bay Area. Isn't that what you're looking for? What Are Our People Doing & Saying? "Working at NAI Northern California gives you the benefit of working for a global brand, combined with the feel and culture of a Bay Area startup. Our open, transparent platform, and our strong collaboration lends to one of the most unique work environments in the industry. Ultimately, I opted for NAI over the competing firms because I felt that it gave me the best chance to grow and fulfill my potential." - Shivu Srinivasan, Investment Associate - NAI Northern California BRE License # 01870488We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
$119k-207k yearly est. Auto-Apply 60d+ ago
Financial Advisor
Northwestern Mutual 4.5
Finance advisor job in Campbell, CA
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. 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. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.
$58k-101k yearly est. Auto-Apply 60d+ ago
Investment Banking Associate
AQ Technology Partners
Finance advisor job in Redwood City, CA
AQ Technology Partners is a boutique investment bank focused on the software ecosystem, specializing in M&A and financial sponsor transactions. We are seeking an experienced Investment Banking Associate to join our team supporting transactions with growth software companies based in our Redwood City, CA office. Both investment banking and technology industry experience required. Our Associates assume significant responsibility by working closely with senior bankers, overseeing and executing day-to-day deal activities, and managing and training analysts. Key responsibilities include the following: Partner with and support senior bankers in strategic M&A, private equity, and growth equity processes Initiate and manage the development of qualitative and quantitative analyses in support of transaction execution Responsible for modeling complex transaction scenarios and/or the oversight of such modeling Develop presentations in support of new business development Maintain a positive and supportive firm culture, focused on the effective delivery of world-class service to our clients Train and mentor analyst staff A successful candidate will possess the following characteristics: 2-3 years investment banking experience as an analyst and/or an associate in the technology or software sector Strong academic performance Demonstrated capability to lead and manage projects Excellent organizational, execution and time management skills Team player with competitive drive; motivated self-starter with collaborative, team-oriented approach to success Strong communication and presentation skills in both large and small group settings Exceptional critical thinking and problem solving ability U.S. work authorization FINRA Series 63 and 79 registration #LI-AQT
$106k-175k yearly est. Auto-Apply 60d+ ago
Global Investment Banking Summer Associate Program - 2026
Bank of America Corporation 4.7
Finance advisor job in Palo Alto, CA
We believe Bank of America can do more for our clients than any other financial services firm. We understand the challenges our clients face around the world, and we use the full resources of our company to help them achieve their goals. Our solutions span the complete range of advisory, capital raising, banking, treasury and liquidity, sales and trading, and research capabilities. Our Global Corporate & Investment Banking business focuses on building long-term relationships with more than 3,000 large U.S. and multinational corporations, financial institutions and financial sponsors. We provide strong advisory expertise, capitalizing on powerful mergers and acquisitions, corporate banking, treasury, debt and equity product expertise to deliver integrated financial solutions. Within a focused industry or product group, summer associates help orchestrate capital raising and strategic advisory transactions. Our Summer Associate program is designed to offer you a broad and exciting experience of work as a full time Investment Banking associate. During the summer you will be placed within one of our industry, country or product coverage teams. Your training and development is our top priority with extensive formal training offered at the start of the program in addition to on the job support, educational speaker events and mentorship throughout. As a summer associate, your key tasks and responsibilities may include but are not limited to: * Developing and maintaining complex financial models * Performing various financial analyses, including valuations and merger consequences * Conducting comprehensive and in-depth company and industry research * Preparation of presentation and other materials for clients * Participation in due diligence sessions, communications and interaction with deal team members * Management of several projects at once and work effectively as an individual and as part of a team Qualifications * Candidates are required to be pursuing an MBA degree from an accredited university with a graduation time frame between November 2026 and August 2027 * Must have a track record of superior performance in extracurricular and professional activities * Demonstrate a combination of strong quantitative/analytical skills, attention to detail and client focus * Strategic and creative thinking; distinguished written and oral communications skills * Assertiveness, initiative, leadership, strong work ethic, team focus * Ability to learn quickly and take on new responsibilities * Dedication to building a career in the investment banking industry * Minimum of 2 years of work experience post undergraduate degree Bank of America does not complete third party forms from colleges, universities, or other parties.
$96k-146k yearly est. 3d ago
2026 Intern - Financial Analyst
Adobe Systems Incorporated 4.8
Finance advisor job in San Jose, CA
Our Company Changing the world through digital experiences is what Adobe's all about. We give everyone-from emerging artists to global brands-everything they need to design and deliver exceptional digital experiences! We're passionate about empowering people to create beautiful and powerful images, videos, and apps, and transform how companies interact with customers across every screen. We're on a mission to hire the very best and are committed to creating exceptional employee experiences where everyone is respected and has access to equal opportunity. We realize that new ideas can come from everywhere in the organization, and we know the next big idea could be yours! The Opportunity Join a high-visibility team managing worldwide consolidation for DME sales finance while driving automation across multiple business processes. This internship offers hands-on experience in forecasting, predictive modeling, and process improvement, providing exposure to global finance operations. What You'll Do As an intern, you will: * Develop and maintain predictive models to improve rolling sales forecasts. * Analyze historical and current sales/financial data to identify trends and insights. * Implement automation to streamline reporting and finance workflows. * Collaborate with cross-functional teams to gather requirements and support business solutions. * Document models, assumptions, processes, and results for transparency and reproducibility. * Recommend enhancements to forecasting methodology and reporting tools. What You Need to Succeed * Strong analytical and problem-solving skills. * Hands-on experience with forecasting and predictive modeling. * Proficiency in data tools such as Excel, SQL, Tableau, or Power BI. * Attention to detail and commitment to accuracy. * Ability to work collaboratively and communicate effectively with cross-functional teams. * Adaptability to navigate ambiguity and propose innovative solutions. * Understanding of sales finance, forecasting, and global consolidation processes. * Requirements * Currently enrolled full-time pursuing a Bachelor's or Master's degree in Finance (or equivalent) with an expected graduation date between December 2026 and June 2027. * Ability to participate in a full-time internship from May-September. Technical and functional skills: * Data analysis and visualization (Excel, SQL, Tableau, Power BI) * Predictive modeling and statistical analysis (Python, R) * Financial and sales knowledge, including forecasting and consolidation * Process automation (VBA, Python, workflow tools) * Strong problem-solving and critical thinking * Effective communication and collaboration skills Expected Impact * Improved forecast accuracy and reliability. * Reduced manual effort in sales finance consolidation. * Enhanced ability to make data-driven business decisions. * Foundation for scalable automation across other business areas. Our compensation reflects the cost of labor across several U.S. geographic markets, and we pay differently based on those defined markets. The U.S. pay range for this position is $25.00 -- $30.00 hourly. Your recruiter can share more about the specific pay rate for your job location during the hiring process. State-Specific Notices: California: Fair Chance Ordinances Adobe will consider qualified applicants with arrest or conviction records for employment in accordance with state and local laws and "fair chance" ordinances. Colorado: Application Window Notice If this role is open to hiring in Colorado (as listed on the job posting), the application window will remain open until at least the date and time stated above in Pacific Time, in compliance with Colorado pay transparency regulations. If this role does not have Colorado listed as a hiring location, no specific application window applies, and the posting may close at any time based on hiring needs. Massachusetts: Massachusetts Legal Notice It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability. Adobe is proud to be an Equal Employment Opportunity employer. We do not discriminate based on gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, veteran status, or any other applicable characteristics protected by law. Learn more. Adobe aims to make Adobe.com accessible to any and all users. If you have a disability or special need that requires accommodation to navigate our website or complete the application process, email accommodations@adobe.com or call **************.
$25-30 hourly 29d ago
Corporate Finance Analyst
xAI
Finance advisor job in Palo Alto, CA
xAI's mission is to create AI systems that can accurately understand the universe and aid humanity in its pursuit of knowledge. Our team is small, highly motivated, and focused on engineering excellence. This organization is for individuals who appreciate challenging themselves and thrive on curiosity. We operate with a flat organizational structure. All employees are expected to be hands-on and to contribute directly to the company's mission. Leadership is given to those who show initiative and consistently deliver excellence. Work ethic and strong prioritization skills are important. All engineers are expected to have strong communication skills. They should be able to concisely and accurately share knowledge with their teammates. About the Role We are seeking a dynamic and driven Corporate Finance Analyst to join our high-performance finance team in the Bay Area. In this role, you will play a pivotal role in shaping xAI's financial strategy by building sophisticated operational models to support our rapid growth as a trailblazing AI company. You'll collaborate with cross-functional teams to drive financial discipline and deliver actionable insights that fuel our mission. The ideal candidate is a relentless, high-octane performer with exceptional analytical skills, a passion for tackling complex challenges, and the ability to thrive in a fast-paced, high-stakes environment. Responsibilities Lead financial analysis and forecasting to support xAI's global scaling efforts, ensuring precision and accuracy in all financial models. Design and maintain advanced operational models to monitor performance and drive strategic monetization initiatives. Partner with Engineering, Data Center, and Operations teams to ensure financial discipline and support complex, high-impact cross-functional projects. Tackle critical financial projects, including optimizing working capital, refining cost structures, and navigating strategic pivots under tight deadlines. Deliver clear, data-driven, and actionable recommendations to leadership, translating complex financial insights into compelling narratives that drive immediate impact. Act as a versatile team player, stepping in to address unfamiliar challenges with precision and adaptability. This is an in-person role based in Palo Alto, CA, with up to 25% travel required. Required Qualifications 2-4 years of experience as an Investment Banking Analyst or Associate, with proven expertise in complex financial modeling. Exceptional analytical skills with a track record of delivering high-quality results in high-pressure environments. Elite communication abilities, capable of distilling intricate financial data into clear, compelling narratives for diverse stakeholders. Self-motivated, proactive, and able to work both independently and collaboratively within a team. Comfortable thriving in a fast-paced, high-stakes, and hardcore environment that demands grit and resilience. Preferred Qualifications Strong sense of ownership, curiosity, and enthusiasm for tackling complex financial challenges with sound judgment. Passion for problem-solving and a proactive drive to deliver impactful results. High energy and resilience to excel in a dynamic, mission-driven organization. A sense of adventure and humor to navigate challenges with a positive mindset. Annual Salary Range $200,000 - $250,000 USD Benefits Base salary is just one part of our total rewards package at xAI, which also includes equity, comprehensive medical, vision, and dental coverage, access to a 401(k) retirement plan, short & long-term disability insurance, life insurance, and various other discounts and perks. xAI is an equal opportunity employer. California Consumer Privacy Act (CCPA) Notice
$74k-117k yearly est. Auto-Apply 60d+ ago
eBay - Financial Analyst Intern, application via RippleMatch
Ripplematch Internships 3.9
Finance advisor job in San Jose, CA
This role is with eBay. eBay uses RippleMatch to find top talent. Looking for a company where you can help shape the future of global e-commerce and impact how millions of people buy, sell, connect, and share around the world? If you're interested in joining a purpose driven community that is dedicated to creating an ambitious and inclusive workplace, start your career at eBay! With regular social activities, an inspiring speaker series, and designated engagement partners to help you navigate your 12 weeks, you will have all the resources needed to ensure the first step in your internship is an amazing one! We hire brilliant students to come join eBay as interns, so we make sure they work on meaningful and important projects that directly impact eBay's business. (We don't want you just twiddling your thumbs!) As an intern you will actively participate in Innovation Week, National Intern Day, Intern Showcase, Finance Readout, along with various networking events. When you are not busy learning new things, you'll be making new friends at the many outings, events and adventures that will be planned to enhance your internship experience. Finance at eBay is offering several internship opportunities, below are some of the core finance functions: Opportunities: Accounting/Controllership - Ensure the integrity of internal and external financial statements while enabling business growth through tight product integration into Finance systems with effective internal controls, efficient processes around financial transactions. Business Performance Analytics - Understand historical performance, monitor site health and translate site health trends into financial implications, and work alongside FP&A and other teams to forecast future volume based on site performance trends, and use data and insights to better the business, along with ad-hoc analysis requests. FP&A - Work closely with business partners across the organization in setting financial targets for the company and maintaining that budget, forecast quarterly and full year outlook from a risk and operations perspective, along with reporting and closing final numbers on a monthly basis. FP&A Center of Excellence (CoE) - Partners with FP&A, Controllership, and Product and Engineering teams to provide strategic initiative support through scalable systems and processes, drive transformation programs, utilize emerging technologies such as AI, and deploy modern finance technology and data platforms to facilitate integrated planning, enable growth, and support business needs. Internal Audit/SOX - Evaluate and improve the effectiveness of risk management, controls and governance processes across the organization. Collaborate with our business partners to understand their organization's strategy and objectives to provide valuable insights, improve business operations and effectively manage risk through our audit analyses and recommendations. Risk - dedicated to safeguarding the integrity of eBay's marketplace by implementing advanced solutions to identify and prevent counterfeits, unsafe products, and illegal items. They work collaboratively across various departments to maintain high ethical standards and regulatory compliance, ensuring a secure environment for both buyers and sellers. Interns joining the Risk Team will gain valuable experience in risk management, contributing to impactful projects that enhance eBay's operational efficiency and customer satisfaction. Tax - Support business partners to plan and implement efficient tax strategies. Develop and maintain tax policies consistent with worldwide tax rules and requirements. The Tax team is responsible for income tax accounting and tax disclosures on 10Q and 10K filings. Treasury - Provide liquidity, protect & manage the capital & financial assets of eBay, while partnering with the business Requirements Currently enrolled as a U.S. University undergraduate student pursuing a degree in Finance, Accounting, Business Analytics, Statistics, Economics, Business Admin/Mgmt. or Int'l Business graduating December 2026 onwards Proficient in online platforms and enthusiasm for e‐Commerce Excellent logical, analytical, and conceptual skills Ability to work independently AI Tools, Excel & Presentation skills Some SQL knowledge for the Analytics position Skills Needed Passionate, Good Work Ethic Problem Solving, Self-Disciplined, Independent Versatile and Coachable Results Driven, Action Orientated, with a Creative and Innovative mindset "The pay range for this position at commencement of employment in California is expected in the range below: $2,400-$2,960 bi-weekly (Every two weeks). Pay offered may vary depending on multiple individualized factors, including location, skills, and experience. eBay is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, sex, sexual orientation, gender identity, veteran status, and disability, or other legally protected status. If you have a need that requires accommodation, please contact us at ***************. We will make every effort to respond to your request for accommodation as soon as possible. View our accessibility statement (*************************************** to learn more about eBay's commitment to ensuring digital accessibility for people with disabilities. For more information see: EEO is the Law Poster and EEO is the Law Poster Supplement"
$43k-69k yearly est. Auto-Apply 60d+ ago
Financial Planning & Analysis Analyst Intern (Summer 2026)
Trs-Rentelco Inc.
Finance advisor job in Livermore, CA
The specific pay rate and level will depend on the successful candidate's qualifications, prior experience and location. As a Financial Planning & Analysis Analyst Intern , embark on an enriching 8-10 week summer journey with our Internship Program, running from June to August 2026 - an ideal opportunity to gain hands-on experience, sharpen your skills, and build lasting connections. Ready to Have an Impactful Summer in 2026? Apply Today! 🌟 “A Day in the Life” As Financial Planning & Analysis' sole summer intern, you will support all of our business units and internal teams, with a primary focus on enhancing financial visibility, maximizing the value of our data, collaborating with a forward-thinking team, and making a real impact from day one. You'll apply your analytical capability and business curiosity to turn data into insights. One day you might be assembling monthly reporting packages, and the next, you're deep-diving into performance data and financial models! Join a team where the groundwork is already set for success-dive straight into meaningful work, using advanced tools to generate insights and support business decisions. Your data-driven decisions will contribute to tangible business outcomes, an enhanced customer experience, and expanded digitally initiated revenue. 🏆 About McGrath What started as a small business over 45 years ago has blossomed into a $900M+ publicly traded (NASDAQ: MGRC) industry leader with 1,200+ employees, five dynamic business units, Mobile Modular, Portable Storage, TRS-RenTelco, Enviroplex, and Kitchens To Go. We've built our success on innovation, a strong entrepreneurial spirit, strong values, and an exceptional team. McGrath delivers modular solutions that help businesses, schools, and communities solve tough space and infrastructure challenges with speed and confidence. We offer ready-to-deploy buildings, storage, and specialized equipment, kitchens, EV charging stations and solutions specifically designed for data center campuses. Through our TRS-RenTelco division we bring test equipment from leading global brands to support entire data centers. We enable our customers to operate smarter, scale faster, and achieve lasting results. 📝 “What You'll Do” Support forecasting and annual planning models to drive process efficiency and accuracy. Deep dive into performance data, pricing, volume, and utilization Assess operational efficiency, cost management, and productivity metrics. Enhance data visibility through improved dashboards, stronger historical data integration, and better data quality-aimed at uncovering trends that drive profitable revenue growth. Assist analysis for strategic initiatives and special projects. Compile historical metrics and refresh term analysis for contracts. Support corporate department modeling. Partner on data workflows and ensure data integrity in automated outputs. Performs other duties as assigned. ✅ “ Must Haves" Currently enrolled in an accredited educational institution. Actively pursuing a bachelor's degree in finance, Economics, Math, or related field with at least two years of undergraduate studies completed (junior status minimum) Cumulative GPA of 3.0 or higher Resourceful, driven, and thrives in a fast-paced environment. High proficiency in Excel, PowerPoint, Power BI and Power Query Self-starter, highly adaptable, self-motivated, and proactive Exceptional communication, influence, and interpersonal skills Strong problem-solving and analytical thinking Team player with a collaborative mindset and customer-centric approach Open to constructive feedback and committed to continuous learning. Strong time management and organizational skills 🏢 “Nice to Haves” Prior intern experience in a similar field Finance/FP&A experience 🎉 Why This Role Rocks McGrath is a preferred pathway for scalable, future-ready business infrastructure. Be a part of future-proof solutions that evolve with market and technology shifts. Here, YOU Matter isn't just a phrase! We empower every employee to make an impact through collaboration, creativity, and integrity. Our teams enjoy professional growth and a culture rooted in balance, inclusion, and innovation. Your participation and contributions are meaningful and impactful for the company - and for your professional journey! 🎓 Program Perks Mentorship from high-level professionals Hands-on real-world training with finance leaders Participate in presentations to company leadership. Real-world experience beyond the classroom environment Build your professional network. A supportive workplace where YOU matter-and where EQ is as important as IQ. At McGrath, we don't just build spaces, we build opportunities. Flexibility & Evolving Responsibilities This job posting is intended to convey the general nature and level of work expected in the role. It is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee. Responsibilities may evolve over time, and team members may be asked to take on additional tasks or adjust their focus in response to changing business needs-sometimes with or without prior notice. This flexibility is a valued part of our culture and supports our commitment to collaboration, agility, and shared success. Pre-employment screenings are conducted after a conditional offer of employment is extended, in accordance with fair hiring laws. All qualified applicants will receive consideration for employment without regard to race, sex, color, religion, sexual orientation, gender identity, national origin, protected veteran status, on the basis of disability and any other legally protected status. Our company uses E-Verify to confirm employment eligibility. #MGRC #LI-Hybrid
$37k-55k yearly est. Auto-Apply 5d ago
Financial Planning & Analysis Analyst Intern (Summer 2026)
McGrath 4.5
Finance advisor job in Livermore, CA
Job DescriptionThe specific pay rate and level will depend on the successful candidate's qualifications, prior experience and location. As a Financial Planning & Analysis Analyst Intern, embark on an enriching 8-10 week summer journey with our Internship Program, running from June to August 2026 - an ideal opportunity to gain hands-on experience, sharpen your skills, and build lasting connections. Ready to Have an Impactful Summer in 2026? Apply Today! ????“A Day in the Life” As Financial Planning & Analysis' sole summer intern, you will support all of our business units and internal teams, with a primary focus on enhancing financial visibility, maximizing the value of our data, collaborating with a forward-thinking team, and making a real impact from day one. You'll apply your analytical capability and business curiosity to turn data into insights. One day you might be assembling monthly reporting packages, and the next, you're deep-diving into performance data and financial models! Join a team where the groundwork is already set for success-dive straight into meaningful work, using advanced tools to generate insights and support business decisions. Your data-driven decisions will contribute to tangible business outcomes, an enhanced customer experience, and expanded digitally initiated revenue. ????About McGrath What started as a small business over 45 years ago has blossomed into a $900M+ publicly traded (NASDAQ: MGRC) industry leader with 1,200+ employees, five dynamic business units, Mobile Modular, Portable Storage, TRS-RenTelco, Enviroplex, and Kitchens To Go. We've built our success on innovation, a strong entrepreneurial spirit, strong values, and an exceptional team. McGrath delivers modular solutions that help businesses, schools, and communities solve tough space and infrastructure challenges with speed and confidence. We offer ready-to-deploy buildings, storage, and specialized equipment, kitchens, EV charging stations and solutions specifically designed for data center campuses. Through our TRS-RenTelco division we bring test equipment from leading global brands to support entire data centers. We enable our customers to operate smarter, scale faster, and achieve lasting results. ????“What You'll Do” Support forecasting and annual planning models to drive process efficiency and accuracy. Deep dive into performance data, pricing, volume, and utilization Assess operational efficiency, cost management, and productivity metrics. Enhance data visibility through improved dashboards, stronger historical data integration, and better data quality-aimed at uncovering trends that drive profitable revenue growth. Assist analysis for strategic initiatives and special projects. Compile historical metrics and refresh term analysis for contracts. Support corporate department modeling. Partner on data workflows and ensure data integrity in automated outputs. Performs other duties as assigned. ✅“Must Haves" Currently enrolled in an accredited educational institution. Actively pursuing a bachelor's degree in finance, Economics, Math, or related field with at least two years of undergraduate studies completed (junior status minimum) Cumulative GPA of 3.0 or higher Resourceful, driven, and thrives in a fast-paced environment. High proficiency in Excel, PowerPoint, Power BI and Power Query Self-starter, highly adaptable, self-motivated, and proactive Exceptional communication, influence, and interpersonal skills Strong problem-solving and analytical thinking Team player with a collaborative mindset and customer-centric approach Open to constructive feedback and committed to continuous learning. Strong time management and organizational skills ????“Nice to Haves” Prior intern experience in a similar field Finance/FP&A experience ????Why This Role Rocks McGrath is a preferred pathway for scalable, future-ready business infrastructure. Be a part of future-proof solutions that evolve with market and technology shifts. Here, YOU Matter isn't just a phrase! We empower every employee to make an impact through collaboration, creativity, and integrity. Our teams enjoy professional growth and a culture rooted in balance, inclusion, and innovation. Your participation and contributions are meaningful and impactful for the company - and for your professional journey! ????Program Perks Mentorship from high-level professionals Hands-on real-world training with finance leaders Participate in presentations to company leadership. Real-world experience beyond the classroom environment Build your professional network. A supportive workplace where YOU matter-and where EQ is as important as IQ. At McGrath, we don't just build spaces, we build opportunities. Flexibility & Evolving Responsibilities This job posting is intended to convey the general nature and level of work expected in the role. It is not designed to cover or contain a comprehensive listing of activities, duties, or responsibilities required of the employee. Responsibilities may evolve over time, and team members may be asked to take on additional tasks or adjust their focus in response to changing business needs-sometimes with or without prior notice. This flexibility is a valued part of our culture and supports our commitment to collaboration, agility, and shared success. Pre-employment screenings are conducted after a conditional offer of employment is extended, in accordance with fair hiring laws. All qualified applicants will receive consideration for employment without regard to race, sex, color, religion, sexual orientation, gender identity, national origin, protected veteran status, on the basis of disability and any other legally protected status. Our company uses E-Verify to confirm employment eligibility. #MGRC #LI-Hybrid
$37k-49k yearly est. 5d ago
Associate Financial Advisor
Edward Jones 4.5
Finance advisor job in Belmont, CA
Client advocate. Skilled communicator. Problem solver. Does that describe you? If so, we need you on our team. At Edward Jones, we're all about making a difference. In the lives of our clients - and our people. Our licensed branch associates are highly visible members of the client team, working under the leadership of a financial advisor. You thrive in an inclusive team environment, are a continuous learner, have a people-serving mindset and are passionate about making an impact to change lives. You and your financial advisor will complement each other to create capacity and provide value to your community. Job Overview Position Schedule: Full-Time Branch Address: 1 Twin Pines Ln Suite 104, Belmont, CA This job posting is anticipated to remain open for 30 days, from 03-Dec-2025. The posting may close early due to the volume of applicants. If you're looking for a challenging and rewarding career, the Associate Financial Advisor role at Edward Jones may be the right opportunity for you. With the same licensing as our Financial Advisors, Associate Financial Advisors work with an established Financial Advisor to serve clients, grow the branch, and positively impact communities in alignment with firm strategy. Our Associate Financial Advisors are an essential part of the client team, and we rely on their unique experiences, insights, and professional backgrounds. We value different viewpoints to help achieve exceptional results and improve the lives of our clients. We'll give you the support you need. Our team will be there every step of the way, providing: Paid training - Get registered and licensed and learn how to be an associate financial advisor with the industry's top training program A support network that extends beyond your branch office and includes headquarters assistance via phone, email and firm intranet resources What characteristics would make you a successful Associate Financial Advisor? Build meaningful relationships with clients with an understanding of legal and regulatory requirements related to selling financial solutions Critical thinker, problem solver, and sound judgement to provide solutions to personalized investment issues, involving the FA when appropriate Resiliency and adaptability in a nimble learning environment Attention to detail, strong organizational and time management skills Can you see yourself... Providing personalized investment and financial solutions to clients? Cultivating relationships in your local community to grow the business? Contributing to the branch business plan to increase branch effectiveness? As a salaried professional, you can also expect... A culture of continuous improvement and professional development Full-time Associates receive the following benefits: Edward Jones' compensation and benefits package includes medical and prescription drug, dental, vision, voluntary benefits (such as accident, hospital indemnity, and critical illness), short- and long-term disability, basic life, and basic AD&D coverage. Short- and long-term disability, basic life, and basic AD&D coverage are provided at no cost to associates. Edward Jones offers a 401k retirement plan, and tax-advantaged accounts: health savings account, and flexible spending account. Edward Jones observes ten paid holidays and provides 15 days of vacation for new associates beginning on January 1 of each year, as well as sick time, personal days, and a paid day for volunteerism. Associates may be eligible for bonuses and profit sharing. All associates are eligible for the firm's Employee Assistance Program. For more information on the Benefits available to Edward Jones associates, please visit our benefits page. You'll be competitively compensated... Edward Jones believes in a human centered approach as we partner for positive impact, to improve the lives of our clients, colleagues, and communities. The hiring minimum and maximum range shown below is a subset of the total pay range. There is also an opportunity for merit-based salary increases as you progress in the Associate Financial Advisor role. Hiring Minimum: $88400.00 Hiring Maximum: $105100.00 Qualified applicants with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act. Edward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). A copy of a notice regarding the provisions of the Los Angeles County Fair Chance Ordinance is available at: dcba.lacounty.gov/wp-content/uploads/2024/08/FCOE-Official-Notice-Eng-Final-8.30.2024.pdf. Read More About Job Overview Skills/Requirements Key responsibilities with existing and newly created clients Responsibilities may include: Gathering information and collecting suitability to deeply understand clients' and prospective clients' needs, priorities, and concerns to accelerate trust and create a personalized, comprehensive strategy to achieve their goals. Meeting with clients regularly to track progress toward goals, uncover additional assets, proactively address emerging concerns, and adjust their strategy to ensure their needs are met. Partnering with other members of the clients' professional team such as attorneys, accountants, trust officers, to help fully understand clients' goals and circumstances. Researching portfolio performance, cost/fees, asset allocation and changes to portfolio construction/investments, and make recommendations to client. Collaborate with the FA and branch team to ensure alignment and create, monitor, and adjust the branch business plan to increase branch effectiveness and achieve desired business results. Cultivating relationships with organizations and businesses to maintain presence in the community and obtain referrals and new business. Coordinate with the FA to assist in the creation of new clients via face-to-face and virtual sourcing strategies. Continually develop yourself to grow personally and professionally. Job Requirements High School Diploma/Equivalent required; Bachelor's degree preferred Series 7 and Series 66 required, if not currently registered, registrations may be obtained at Edward Jones during the assigned study period At least 3-5 years of relevant experience in securities industry preferred FINRA licenses required within three months. State insurance licenses required As an associate, you are required to complete all ongoing training offered by the firm and regulatory authorities, as well as required training to maintain license in good standing Read More About Skills/Requirements Awards & Accolades At Edward Jones, we are building a place where everyone feels like they belong. We're proud of our associates' contributions to the firm and the recognitions we have received. Check out our U.S. awards and accolades: Insights & Information Blog Postings about Edward Jones Check out our Canadian awards and accolades: Insights & Information Blog Postings about Edward Jones Read More About Awards & Accolades About Us Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we're proud to be privately-owned, placing the focus on our clients rather than shareholder returns. Behind everything we do is our purpose: We partner for positive impact to improve the lives of our clients and colleagues, and together, better our communities and society. We are an innovative, flexible, and inclusive organization that attracts, develops, and inspires performance excellence and a sense of belonging. People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe makes us the best place to start or build your career. View our Purpose, Inclusion and Citizenship Report. ¹Fortune 500, published June 2024, data as of December 2023. Compensation provided for using, not obtaining, the rating. Edward Jones does not discriminate on the basis of race, color, gender, religion, national origin, age, disability, sexual orientation, pregnancy, veteran status, genetic information or any other basis prohibited by applicable law.
$88.4k-105.1k yearly 1d ago
Financial Advisor
Northwestern Mutual 4.5
Finance advisor job in Campbell, CA
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. 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. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr. Not sure if you're interested in the career yet? Connect with us for general consideration in Northwestern Mutual opportunities.
$58k-101k yearly est. Auto-Apply 14d ago
FT MBA Associate: Investment Banking (Software M&A)
AQ Technology Partners
Finance advisor job in Redwood City, CA
AQ Technology Partners is a boutique investment bank focused exclusively on the software ecosystem. We provide high-touch M&A and financial advisory services to leading software companies and their investors. Our deep sector expertise, collaborative culture, and commitment to excellence enable us to deliver thoughtful, value-driven outcomes for our clients. Why AQ Technology Partners At AQ, you will be part of a close-knit team where your work directly impacts clients and outcomes. Our structure means exposure to senior leadership and live transaction experience from day one. We value initiative, intellectual curiosity, and a team-oriented mindset and we invest in the professional growth of every team member. Join us to gain the technical foundation, deal experience, and mentorship to start a successful career in investment banking within one of the most dynamic market segments - Software Investment Banking. Role Overview As a full-time Associate, you will play a central role in the execution of M&A and growth capital transactions within the software sector. Working closely with senior bankers and clients, you will gain experience across all aspects of deal execution, from financial analysis and valuation to client strategy, due diligence, and negotiation. Associates at AQ are expected to take ownership of key analytical workstreams, manage analysts, and contribute to business development initiatives. This position offers a fast-paced and intellectually challenging environment designed to accelerate your career trajectory in software investment banking. Key Details Location: Redwood City, CA Eligibility: Current MBA student graduating Spring 2026 Work Authorization: Permanent U.S. work authorization required Compensation: Total salary of U.S.$170,000 (less applicable payroll taxes, withholdings, and deductions) paid in semi-monthly installments Key Responsibilities Support senior bankers in advising software/technology clients and financial sponsors on strategic M&A, private equity, and growth equity transactions Lead detailed financial modeling and valuation analyses, including DCF, LBO, public comparables, and precedent transaction analyses Prepare comprehensive client materials such as confidential information memoranda, management presentations, board materials, and pitch decks Conduct company, market, and competitive research to inform transaction strategy, positioning, and buyer engagement Oversee data room preparation and management, coordinate due diligence processes, and liaise with clients, legal advisors, and counterparties to ensure seamless transaction execution Manage and mentor analyst staff, reviewing analytical work and presentation materials to ensure precision, consistency, and strategic insight Partner with senior bankers to originate and develop new business opportunities across the software/technology ecosystem Contribute to AQ's collaborative, high-performance culture through leadership, initiative, and active team engagement Qualifications Current MBA student with expected graduation in Spring 2026 2-4 years of prior professional experience in investment banking, private equity/venture capital, management / strategy consulting, or corporate finance (FP&A, Corp Dev, etc.) Demonstrated excellence in quantitative analysis, financial modeling, and strategic problem solving Strong academic record and leadership experience Exceptional written and verbal communication skills Highly organized, detail-oriented, and capable of managing multiple projects in a fast-paced environment Ability to thrive in a dynamic, entrepreneurial environment and work collaboratively in a lean team Deep interest in software, technology, and M&A #LI-AQT
$170k yearly Auto-Apply 44d ago
Financial Advisor
Northwestern Mutual 4.5
Finance advisor job in Monterey, CA
Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial advisor, you start as a financial representative focused on client-building and obtaining licenses. Our award-winning training programs equip you with the education, skill-building, and development strategies you need to be successful in building a financial planning practice that focuses on: Planning Experience · Asset & Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs Analysis Northwestern Mutual's proprietary planning software helps you educate your clients and deliver holistic financial plans-including investments for growth, insurance for protection, and annuities for guaranteed income in retirement-that helps you have a bigger impact on your clients and community. Becoming a business owner allows you to shape your workday around your life and achieve uncapped earning potential through a performance-based compensation structure. We believe there's more than one way to start, build, and grow your practice. As an entrepreneur, you can build your business in a way that aligns with your long-term vision and goals like opening an office, joining a sophisticated team, or becoming an advanced advisor. Responsibilities As a financial advisor, you will: Grow your client base by making new connections, maintaining a strong referral network, and providing a great client experience Build personalized, holistic financial plans tailored to every client's unique needs Manage your client's financial plans to help them achieve their goals Grow relationships with clients to support them through every stage of life Training, licensing & designations Northwestern Mutual has been recognized for maintaining one of the best-trained sales forces in the country. We are committed to your continued training and development throughout your career. That starts with our award-winning curriculum designed to support your first three years in the business. In the program, you'll hear from industry experts, learn the art of client acquisition to drive longevity in the career, and have access to our national network of tenured financial advisors to learn the business through first-hand experience. To become a financial advisor, you must obtain the following licenses: Life/Accident & Health Certifications, Securities Industry Essentials (SIE), and Series 6, 7, and 63. Northwestern Mutual provides pre-payment/reimbursement* for course tuition fees and books. Compensation & Benefits Performance-based earnings and revenue 1 : A verage advisor annual earnings of $61K-$119K (based on 2018-2023 company average for representatives in the first 3 years) Top 25% advisor annual earnings of $137K-$250K (based on 2018-2023 company data for top quartile advisors in the first 3 years) Additional income structure to support training and early development Renewal income earned for continued client support and policy management Bonus programs and expense allowances Support for insurance licensing, Securities Industry Essentials , Series 6, Series 7, Series 63, and more Certified Financial Planner licensing support 2 Fully company-funded retirement package and pension plan Competitive and comprehensive medical, vision, and dental plans Life Insurance and Disability Income Insurance Parental benefits at every stage of family planning #LI-Onsite Qualifications You could be right for this opportunity if you have: Bachelor's degree Entrepreneurial ambitions to be a business owner History of success in relationship-building or client-facing roles Excellent time-management skills Desire for continuous learning and collaboration Proficient critical thinking skills Strong communicator Strong sense of motivation and drive Legal authorization to work in the US without sponsorship Our Financial Advisors are valued partners and proud business owners. As such, they are considered independent contractors 3 for income tax purposes, and a statutory employee for Federal Insurance Contributions Act (FICA) tax purposes. 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. *Individuals are required to have a minimum of three years of service at Northwestern Mutual to qualify for the designation pre-payment and reimbursement program. 1 No level of income is guaranteed. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances. Data uses average revenue from 2018-2023; included revenue was positive and not equal to 0 and earned by full time, active Financial Representatives producing for the entire year each of the years data was used. First year range is $271.73 - $2,923,976.22. Source: Northwestern Mutual, 2024 2 Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP , CERTIFIED FINANCIAL PLANNER , and CFP (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks. 3 Northwestern Mutual Financial Representatives are Independent Contractors whose income is based on production. If offered to apply for approval of a contract to become a Northwestern Mutual Financial Representative, a national criminal background check is required. Should the background check results provide information which would not allow someone to work for Northwestern Mutual, approval for contract will be withdrawn. Posted Salary Range USD $61,000.00 - USD $250,000.00 /Yr.
$58k-101k yearly est. Auto-Apply 60d+ ago
MBA Associate: Investment Banking (Software M&A) | Summer 2026
AQ Technology Partners
Finance advisor job in Redwood City, CA
AQ Technology Partners is a boutique investment bank focused exclusively on the software ecosystem. We provide high-touch M&A and financial advisory services to sector leading software companies and their investors. Our deep sector expertise, collaborative culture, and commitment to excellence enable us to deliver thoughtful, value-driven outcomes for our clients. Why AQ Technology Partners At AQ, you will be part of a close-knit team where your work directly impacts clients and outcomes. Our structure means exposure to senior leadership and live transaction experience from day one. We value initiative, intellectual curiosity, and a team-oriented mindset and we invest in the professional growth of every team member. Join us to gain the technical foundation, deal experience, and mentorship to launch a successful career in investment banking within one of the most dynamic market segments. Program Overview The AQ Summer Associate Program offers MBA students a fast-paced, hands-on introduction to software investment banking. Over the course of the summer, you will work directly with senior bankers and clients on live M&A and growth capital transactions, gaining exposure to every stage of transaction execution, from financial modeling and valuation to client strategy and negotiation. As a Summer Associate, you will take on meaningful responsibility immediately and throughout the internship program. You will provide relevant contributions to transaction execution, develop presentation and marketing materials for clients, lead analytical workstreams, and mentor junior team members. This experience is designed to accelerate your professional development and prepare you for a successful career in investment banking. Key Details Location: Redwood City, CA Program Duration: Summer 2026 (10 weeks) Eligibility: Current MBA student graduating between December 2026 and June 2027 Work Authorization: Permanent U.S. work authorization required Full-Time Opportunity: Candidates demonstrating exceptional performance will receive an offer to return as a full-time Associate following graduation Compensation: Total salary of U.S.$32,500 (less applicable payroll taxes, withholdings, and deductions) paid in semi-monthly installments over the 10-week internship period Responsibilities Support senior bankers in advising software clients and financial sponsors on strategic M&A, private equity, and growth equity transactions Conduct market and company research to support transaction positioning, strategic buyer engagement, and business development initiatives Prepare client-facing materials such as confidential information memoranda, management presentations, and financial modeling / analysis Partner with senior team members to develop new business opportunities and manage client relationships Train and mentor analyst staff, contributing to AQ's collaborative and high-performance culture Qualifications Currently enrolled in a two-year MBA program with expected graduation between December 2026 and June 2027 2-3 years of prior professional experience in finance, accounting, consulting, or technology Strong academic track record Demonstrated excellence in quantitative and analytical deliverables Strong leadership, organization, and project management skills Exceptional written and verbal communication skills Ability to thrive in a dynamic, entrepreneurial environment and work collaboratively in a small team Passion for software, technology, and M&A #LI-AQT
$32.5k yearly Auto-Apply 60d+ ago

Learn more about finance advisor jobs

How much does a finance advisor earn in Morgan Hill, CA?

The average finance advisor in Morgan Hill, CA earns between $34,000 and $124,000 annually. This compares to the national average finance advisor range of $34,000 to $121,000.

Average finance advisor salary in Morgan Hill, CA

$65,000

$34,00010%

$65,000Median

$124,00090%

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Finance advisor jobs in Morgan Hill, CA

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FT MBA Associate: Investment Banking (Software M&A)

Financial Advisor

MBA Associate: Investment Banking (Software M&A) | Summer 2026

Learn more about finance advisor jobs

How much does a finance advisor earn in Morgan Hill, CA?