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  • Wealth Management Coaching Director: Lead Advisor Growth

    Teachers Insurance and Annuity Association of America 4.6company rating

    Finance advisor job in Palo Alto, CA

    A leading financial services organization in California is seeking a Wealth Management Coach to empower associates in delivering comprehensive financial advice. The role demands strong relationship-building skills, as well as expertise in financial planning concepts. Candidates should possess over five years of experience and a university degree. This position comes with a competitive salary range, fostering an environment of professional growth and collaboration. #J-18808-Ljbffr
    $88k-174k yearly est. 4d ago
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  • Head of Equity Administration & Analytics

    Nextpower Inc.

    Finance advisor job in Fremont, CA

    A leading clean energy technology firm is looking for a Head of Stock Admin to manage global equity programs and support compensation initiatives. This role requires a detail-oriented professional with over 12 years of experience in equity compensation administration and strong analytical skills. You will oversee the administration of equity programs and collaborate with Finance and Legal to ensure compliance. The salary range for this position is $210,000 to $230,000 annually. #J-18808-Ljbffr
    $210k-230k yearly 5d ago
  • Investment Consultant - Pleasanton, CA

    Charles Schwab 4.8company rating

    Finance advisor job in Pleasanton, CA

    Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You'll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab's Investment Consultant role. What you have Required Qualifications: A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program) A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment) A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment) Preferred Qualifications: 2 years of experience in the financial services industry Ability to leverage Business development experience Passion for gaining knowledge of brokerage/banking products and services Openness to build strong client relationships This role may require occasional travel between two nearby branch locations as need. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $93k-161k yearly est. 1d ago
  • Structured Finance Analyst: Clean-Energy Deals

    Bloom Energy 4.8company rating

    Finance advisor job in San Jose, CA

    A clean energy technology firm based in San Jose is seeking an Analyst for Structured Finance. This role involves supporting financial analysis and structuring of power purchase agreements in a fully on-site capacity. Candidates should possess an MBA or Master's in Finance or Engineering, along with 2-5 years of relevant experience. Strong communication skills and a proactive approach to problem-solving are essential for success in this dynamic environment. #J-18808-Ljbffr
    $99k-132k yearly est. 5d ago
  • Investment Advisor/Financial Planner

    Arta Finance

    Finance advisor job in Mountain View, CA

    **PLEASE NOTE THAT OUR OFFICE IS CLOSED OVER THE HOLIDAY SEASON. YOUR APPLICATION WILL BE REVIEWED IN THE NEW YEAR. 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 17 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 60d+ ago
  • Network Investments Strategy Specialist

    Meta Platforms, Inc. 4.8company rating

    Finance advisor job in Menlo Park, CA

    Meta Platforms, Inc. (Meta), formerly known as Facebook Inc., builds technologies that help people connect, find communities, and grow businesses. When Facebook launched in 2004, it changed the way people connect. Apps and services like Messenger, Instagram, and WhatsApp further empowered billions around the world. Now, Meta is moving beyond 2D screens toward immersive experiences like augmented and virtual reality to help build the next evolution in social technology. To apply, click "Apply to Job" online on this web page. Minimum Qualifications * Requires Master's degree (or foreign equivalent) in Industrial Engineering, Business Administration or a related field * Require completion of a graduate-level course, research project or internship involving the following: * Negotiating large, complex infrastructure deals * Understanding of telecom infrastructure back-office frameworks to support network supply chain * Using analytical skills to synthesize market and technical data into strategic plans * Negotiation, partnering, and influencing skills across all levels of an organization * Leading in complex and ambiguous environment and * Using analytical skills such as SQL, tableau, visualization, or GIS/mapping Responsibilities * Identify broad network planning, sourcing and deployment problems and areas for analysis, and work collaboratively to synthesize solutions and recommendations with a strong technical, financial and analytical acumen. * Identify new areas of opportunity and build programs that tackle complex problems from scratch. * Develop strategies to solve diverse economic and business challenges across the network lifecycle. * Analyze geographic, technology, and domain markets, from both a demand and supply perspective. * Conduct in-depth analysis (internally and externally) to provide insight on market trends and operator strategies, to develop Meta's network investment strategy in both North America and Latin America. * Follow current trends, their impact on business strategies, and their implications for creating sustainable network development models. * Drive prioritization of opportunities from a market, geography, and partnership perspective. * Translate strategies into actionable projects/programs and shepherd to execution phase. * Run special projects (e.g., business case development for new initiatives), work collaboratively with broad cross-functional partners to drive execution of projects. * Must be able to influence an experienced cross functional team, including network planning and optical engineers across complex and ambiguous problems. About Meta Meta builds technologies that help people connect, find communities, and grow businesses. When Facebook launched in 2004, it changed the way people connect. Apps like Messenger, Instagram and WhatsApp further empowered billions around the world. Now, Meta is moving beyond 2D screens toward immersive experiences like augmented and virtual reality to help build the next evolution in social technology. People who choose to build their careers by building with us at Meta help shape a future that will take us beyond what digital connection makes possible today-beyond the constraints of screens, the limits of distance, and even the rules of physics. Equal Employment Opportunity Meta is proud to be an Equal Employment Opportunity employer. We do not discriminate based upon race, religion, color, national origin, sex (including pregnancy, childbirth, reproductive health decisions, or related medical conditions), sexual orientation, gender identity, gender expression, age, status as a protected veteran, status as an individual with a disability, genetic information, political views or activity, or other applicable legally protected characteristics. You may view our Equal Employment Opportunity notice here. Meta is committed to providing reasonable accommodations for qualified individuals with disabilities and disabled veterans in our job application procedures. If you need assistance or an accommodation due to a disability, fill out the Accommodations request form.
    $144k-228k yearly est. 13d ago
  • Senior Real Estate Investment Sales Advisor

    NAI Northern California 4.3company rating

    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 2025, 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 22d ago
  • Financial Advisor

    Northwestern Mutual 4.5company rating

    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 22d ago
  • Investment Banking Analyst

    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 Analyst to join our team supporting transactions with growth software companies based in our Redwood City, CA office. Both investment banking experience required. Preference for technology and/or software industry experience. Our Analysts benefit from our small teams, working closely with experienced senior technology bankers, and getting hands-on experience on live deals in a multitude of technology and software-centric subsectors. On a day-to-day basis our analysts: Create financial models including forecast models, retention analyses, and other key analytical models to support transactions Conduct financial valuations, including comparable company analysis, discounted cash flow analysis, and comparable transaction analysis Create and maintain industry-specific business development presentations Conduct industry- and company-specific research Create buyer lists, and support deal execution processes Interact with clients and senior bankers A successful candidate will possess the following characteristics: Minimum one year of investment banking or related financial experience Bachelor's degree from a top tier school Demonstrated history of strong academic performance Demonstrated passion for finance and technology Commitment to hard work and enthusiasm for creative thinking Candidates must be able to handle multiple projects at once and learn quickly Team player who is able to effectively interact with a variety of internal groups and clients Previous experience with financial modeling or formal training Analyst Career Path: Top performers will have the opportunity for a direct promotion to Associate #LI-AQT
    $84k-140k yearly est. Auto-Apply 60d+ ago
  • Real Estate Financial Analyst MBA Intern - Summer 2026

    Nvidia 4.9company rating

    Finance advisor job in Santa Clara, CA

    NVIDIA has been transforming computer graphics, PC gaming, and accelerated computing for more than 25 years. It's a unique legacy of innovation that's fueled by great technology-and amazing people. Are you ready to demonstrate your financial expertise and embark on an exciting journey into the innovative realm of technology? Look no further than NVIDIA, the pioneer of accelerated computing that is taking on challenges no one else can solve. We are seeking a dynamic and detail-oriented Financial Analyst MBA Intern to join our experienced finance team supporting NVIDIA's global real estate portfolio. If you possess an unyielding passion for finance, being responsible for overseeing large-scale projects, and an unwavering dedication to excellence, this is the opportunity you've been waiting for! Join our team and be at the forefront of the future, where possibilities are limitless and groundbreaking achievements are within your grasp. Let's redefine the future together! What you'll be doing: * Conduct a comprehensive financial analysis of actual spending to identify trends, areas for investment, and opportunities for optimizing investments, support forecasting and improve efficiency in handling operational and capital expenses * Provide analyses is to assist in driving key decision making for executive leadership * Create insightful business dashboards and reports on key real estate matters What we need to see: * Pursuing your MBA degree (December 2026 to July 2027 graduation date) * Background in corporate finance, accounting, data science, business analytics, or other analytically focused positions * Advanced experience in building financial models and highly adept with Excel * Hands-on experience with financial software and BI reporting tools * Ability to incorporate new approaches and methodologies while dealing with complex data Ways to stand out from the crowd: * Prior work experience in real estate, construction, or facilities management. * Understanding of lease accounting standards (ASC 842) and the correlations and impacts related to lease terms and conditions * Experience driving systems & tool development, specifically in measuring operational performance and KPIs * SAP, BPC, Power BI, Tableau, or other finance applications such as Alteryx or visualization tools is a plus * Demonstrated expertise in SQL and data analysis Widely considered to be one of the technology world's most desirable employers, NVIDIA offers highly competitive salaries and a comprehensive benefits package. As you plan your future, see what we can offer to you and your family *********************** Our internship hourly rates are a standard pay based on the position, your location, year in school, degree, and experience. The hourly rate for our interns is 27 USD - 82 USD. You will also be eligible for Intern benefits. Applications for this job will be accepted at least until January 13, 2026. This posting is for an existing vacancy. NVIDIA uses AI tools in its recruiting processes. NVIDIA is committed to fostering a diverse work environment and proud to be an equal opportunity employer. As we highly value diversity in our current and future employees, we do not discriminate (including in our hiring and promotion practices) on the basis of race, religion, color, national origin, gender, gender expression, sexual orientation, age, marital status, veteran status, disability status or any other characteristic protected by law.
    $51k-74k yearly est. Auto-Apply 43d ago
  • Global Investment Banking Summer Analyst Program - 2027

    Bank of America Corporation 4.7company rating

    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 analysts help orchestrate capital raising and strategic advisory transactions. Our Summer Analyst program is designed to offer you a broad and exciting experience of work as a full time Investment Banking analyst. 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 analyst, 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, communication 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 a bachelor's degree or a bachelor's direct to master's degree from an accredited college or university with a graduation time frame between November 2027 and August 2028 * Must demonstrate a track record of superior performance in extracurricular and professional activities * 3.5 minimum GPA preferred * Must have 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 (If you are interested in Leveraged Finance New York please apply to the Investment Banking Summer Analyst Program to be considered. If you are interested in Leveraged Finance Charlotte please apply to the Capital Markets Summer Analyst Program to be considered.) Bank of America does not complete third party forms from colleges, universities, or other parties. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC, FINRA
    $75k-112k yearly est. 14d ago
  • Corporate FP&A Analyst

    Eh2

    Finance advisor job in San Jose, CA

    Electric Hydrogen's mission is to make molecules to decarbonize our world! Our outstanding people are our most important asset and will allow us to deliver hydrogen from renewable electrolysis for heavy industry, at prices below fossil fuels. Financial Planning at Electric Hydrogen is a high-visibility function that partners with teams across the business and executives to deliver data-rich reporting. We are looking for a challenge-seeking finance professional to enhance our analytical and reporting capabilities so we can continue to provide value-adding insight to the business as it enters a period of growth. You have experience and fluency with financial statements, financial modeling, data reporting, and transformation tools such as Power BI and Power Query. You may be remote or based at our offices in Massachusetts or San Jose, CA. Primary Responsibilities Partner with New Product Integration, Product Engineering, and Deployment teams and lead current/ future project cost forecast discussions, spend tracking, and internal/external partner reporting Manage and maintain multiple finance datasets and reporting dashboards, including product cost, commercial data, and corporate spending Help prepare regular/ad-hoc executive and board-level reporting Support the Accounting and Accounts Receivable teams on project margin recognition and customer invoicing Support ad-hoc analyses, such as customer project cash flow, commercial hedging, or international deployment Qualifications Bachelor's degree in finance, accounting, data analytics, or other related fields 2+ years experience in corporate finance, public accounting, investment banking, or consulting High level of experience with MS Excel and other MS Suite products Proficient in Power BI and Power Query Prior exposure to project finance and commodity hedging is a bonus #LI-HYBRID San Carlos Zone$88,000-$103,000 USDNatick Zone$77,000-$90,000 USDNational Zone$69,000-$80,000 USD Actual base salary offered to the hired applicant will be determined based on their work location, level, qualifications, job-related skills, as well as relevant education or training and experience. Base salary is just one part of Electric Hydrogen's total rewards package. We feel strongly that our team should not have to worry about having quality healthcare. In addition to the base salary offered, the hired applicant may receive: an equity grant time off programs a $75/month cell phone allowance a 4% employer 401(k) match 100% fully paid premiums for employees and their families: medical, dental, vision, life insurance, short-term & long-term disability coverage a discretionary bonus Electric Hydrogen's benefits programs are subject to eligibility requirements. About Electric Hydrogen Electric Hydrogen is a team of the world's experts in scaling technologies for the post-carbon world, with a proven record in transforming the grid and transportation sectors. Backed by some of the world's top venture capital firms, we design and manufacture electrolytic hydrogen systems matched to renewable power sources to create green hydrogen by splitting water. We are building a cost-effective and transformative path between renewable energy and multiple large industrial sectors. Abundant and low-cost renewable energy sources will power the world, and Electric Hydrogen technology will use this energy to decarbonize industry through sustainable materials. We were founded in 2020 and are based in California and Massachusetts. Electric Hydrogen is proud to be an equal opportunity employer. We are dedicated to building a diverse, inclusive, and authentic workplace for all to belong. We are aware that people from historically underrepresented groups are less likely to apply if they don't meet 100% of the job requirements. We are actively working on efforts to change this social norm. If you are excited about this role, we encourage you to apply!
    $77k-90k yearly Auto-Apply 28d ago
  • Investment - Intern

    Niterra

    Finance advisor job in Santa Clara, CA

    About Us: Founded in 1936, Niterra North America, Inc. (Formally NGK Sparkplugs, Inc.), is the world leader in technology, innovation, and world-class quality in designing spark plugs and oxygen sensors. Today, that tradition continues as we transform our organization's business portfolio, expanding our core ceramic technologies, exploring capabilities beyond traditional areas, and challenging ourselves to develop solutions and services that use technologies to resolve social issues while contributing to a sustainable society. Academic Skills/Knowledge/Experience: * Currently pursuing or recently graduated with a bachelor's or master's degree in business, finance, economics, engineering, or a related field. MBA candidates are also welcome. * Demonstrated interest in venture capital, entrepreneurship, or technology-driven industries (through coursework, projects, internships, or extracurricular activities). * Strong analytica and research skills, with the ability to gather and synthesize data into clear insights. * Basic understanding of valuation techniques, including Discounted Cash Flow (DCF) analysis, Comparable Company Analysis (CCA), and precedent transactions, with a strong interest in further developing these skills. Familiar with three-statement financial models and excited to deepen expertise in fund-of-funds modeling, assessing capital efficiency, and creating scenarios for potential returns on invested capital (ROIC) under supportive mentorship and direction. * Building an understanding of sensitivity analysis with a growing ability to identify and quantify key financial and operational risks. Eager to enhance skills in advanced financial modeling techniques with support and guidance. * Familiar with key legal concepts through coursework or related knowledge, including term sheets, legal documents, ROFRs, cap tables, 409A valuations, and exit strategies. Excited to develop skills in legal document review, deal structuring, and negotiation while learning from experienced professionals.Ability to work collaboratively in a fast-paced, cross-functional environment and adapt to diverse needs. * Strong analytical capabilities and research skills with a strategic and tactical mindset. Able to quickly assess market opportunities and competitive positioning, synthesizing these into clear investment rationales. * Experience working in a multinational or cross-cultural environment, with a keen interest in learning more about Japanese business practices and culture. Open to gaining insights into cross-cultural collaboration and applying them effectively in a professional setting * Exceptional verbal and written communication skills, including the ability to craft compelling investment narratives for executive-level decision-making. Fluency in Japanese is highly desirable. Familiarity with tools like Pitchbook, Microsoft Office, Google Slides/Sheets, and Adobe Acrobat. Willingness to develop proficiency with CRMs such as Affinity or Airtable is highly encouraged. Responsibilities * Assist in identifying, evaluating, and executing investment strategies aligned with Niterra's corporate goals. Contribute to the development of strategies to maintain a strong pipeline of potential investments and deal flow in targeted technology sectors while learning from experienced team members. * Proactively support efforts to identify and screen high-potential investment opportunities that align with Niterra's strategic objectives. Work alongside the team to build relationships with founders, venture capitalists, and industry experts, gaining early exposure to promising opportunities. * Learn to foster relationships with key stakeholders, including internal teams, entrepreneurs, industry partners, and other investors, to enhance collaboration and leverage Niterra's investment network effectively. * Support due diligence processes by contributing to financial analysis, market and industry assessments, and risk evaluations. Demonstrate an eagerness to develop expertise in creating financial models, such as DCF, sensitivity analyses, and multi-scenario projections, under the mentorship of experienced colleagues. * Assist in tracking the performance of portfolio companies, collecting operational data, and monitoring key performance indicators (KPIs) to inform decision-making. * Collaborate with senior team members to gain insights into the strategic and operational challenges of portfolio companies while contributing your perspective to foster innovation. * Actively seek mentorship and provide mutual support to fellow interns and team members, helping to build a high-performing, collaborative, and adaptive investment team culture. * Contribute to preparing performance reports for senior team members, using data-driven analysis to highlight key portfolio metrics and recommend strategic adjustments based on market conditions. * Demonstrate flexibility and adaptability by undertaking special projects as assigned by management, viewing them as opportunities for growth and learning. * Fulfill any additional tasks or responsibilities required to ensure team success.
    $66k-119k yearly est. 2d ago
  • Investment - Intern

    Niterra North America

    Finance advisor job in Santa Clara, CA

    About Us: Founded in 1936, Niterra North America, Inc. (Formally NGK Sparkplugs, Inc.), is the world leader in technology, innovation, and world-class quality in designing spark plugs and oxygen sensors. Today, that tradition continues as we transform our organization's business portfolio, expanding our core ceramic technologies, exploring capabilities beyond traditional areas, and challenging ourselves to develop solutions and services that use technologies to resolve social issues while contributing to a sustainable society. Academic Skills/Knowledge/Experience: Currently pursuing or recently graduated with a bachelor's or master's degree in business, finance, economics, engineering, or a related field. MBA candidates are also welcome. Demonstrated interest in venture capital, entrepreneurship, or technology-driven industries (through coursework, projects, internships, or extracurricular activities). Strong analytica and research skills, with the ability to gather and synthesize data into clear insights. Basic understanding of valuation techniques, including Discounted Cash Flow (DCF) analysis, Comparable Company Analysis (CCA), and precedent transactions, with a strong interest in further developing these skills. Familiar with three-statement financial models and excited to deepen expertise in fund-of-funds modeling, assessing capital efficiency, and creating scenarios for potential returns on invested capital (ROIC) under supportive mentorship and direction. Building an understanding of sensitivity analysis with a growing ability to identify and quantify key financial and operational risks. Eager to enhance skills in advanced financial modeling techniques with support and guidance. Familiar with key legal concepts through coursework or related knowledge, including term sheets, legal documents, ROFRs, cap tables, 409A valuations, and exit strategies. Excited to develop skills in legal document review, deal structuring, and negotiation while learning from experienced professionals.Ability to work collaboratively in a fast-paced, cross-functional environment and adapt to diverse needs. Strong analytical capabilities and research skills with a strategic and tactical mindset. Able to quickly assess market opportunities and competitive positioning, synthesizing these into clear investment rationales. Experience working in a multinational or cross-cultural environment, with a keen interest in learning more about Japanese business practices and culture. Open to gaining insights into cross-cultural collaboration and applying them effectively in a professional setting Exceptional verbal and written communication skills, including the ability to craft compelling investment narratives for executive-level decision-making. Fluency in Japanese is highly desirable. Familiarity with tools like Pitchbook, Microsoft Office, Google Slides/Sheets, and Adobe Acrobat. Willingness to develop proficiency with CRMs such as Affinity or Airtable is highly encouraged. Responsibilities Assist in identifying, evaluating, and executing investment strategies aligned with Niterra's corporate goals. Contribute to the development of strategies to maintain a strong pipeline of potential investments and deal flow in targeted technology sectors while learning from experienced team members. Proactively support efforts to identify and screen high-potential investment opportunities that align with Niterra's strategic objectives. Work alongside the team to build relationships with founders, venture capitalists, and industry experts, gaining early exposure to promising opportunities. Learn to foster relationships with key stakeholders, including internal teams, entrepreneurs, industry partners, and other investors, to enhance collaboration and leverage Niterra's investment network effectively. Support due diligence processes by contributing to financial analysis, market and industry assessments, and risk evaluations. Demonstrate an eagerness to develop expertise in creating financial models, such as DCF, sensitivity analyses, and multi-scenario projections, under the mentorship of experienced colleagues. Assist in tracking the performance of portfolio companies, collecting operational data, and monitoring key performance indicators (KPIs) to inform decision-making. Collaborate with senior team members to gain insights into the strategic and operational challenges of portfolio companies while contributing your perspective to foster innovation. Actively seek mentorship and provide mutual support to fellow interns and team members, helping to build a high-performing, collaborative, and adaptive investment team culture. Contribute to preparing performance reports for senior team members, using data-driven analysis to highlight key portfolio metrics and recommend strategic adjustments based on market conditions. Demonstrate flexibility and adaptability by undertaking special projects as assigned by management, viewing them as opportunities for growth and learning. Fulfill any additional tasks or responsibilities required to ensure team success.
    $66k-119k yearly est. Auto-Apply 60d+ ago
  • Financial Analyst Intern (Summer 2026)

    Pacsci

    Finance advisor job in Hollister, CA

    PacSci EMC, an operating company of Ralliant, is seeking a motivated and detail-oriented Financial Analyst Intern to join our Finance team for Summer 2026. This internship offers hands-on experience in financial reporting, ERP systems, and data analysis within a dynamic aerospace and defense environment. You'll work closely with finance professionals across multiple levels of the organization and gain exposure to real-world finance and accounting applications. Responsibilities As a Financial Analyst Intern, you will: Prepare daily, weekly, and monthly financial reports with a high level of accuracy and completeness. Enter, reconcile, and maintain financial data in the ERP system, including project budgets and estimates-to-complete (ETCs). Develop and support financial models and analyses using ERP system data. Communicate effectively with team members and stakeholders at all levels of the organization. Support month-end close activities and related reporting deliverables. Assist Financial Analysts, the Finance Manager, and the Director of Finance with a variety of financial assignments and ad hoc analysis. Qualifications Previous related work or internship experience preferred, but not required. Demonstrated ability to work collaboratively in a team environment. Strong capacity to learn quickly, manage time effectively, and complete assignments with urgency. Strong attention to detail, integrity with data, and a continuous improvement mindset. Compliance / Eligibility Requirement (ITAR) PacSci EMC is a U.S. Department of State ITAR-regulated employer. To comply with ITAR-controlled contracts and access requirements, this position requires U.S. citizenship. Education & Experience Currently pursuing a Bachelor's degree in Finance or Accounting. Must have completed junior year (or above) by Summer 2026. Proficiency in Microsoft Excel (PivotTables, VLOOKUP, SUMIF, etc.). #LI-KJ1
    $37k-55k yearly est. Auto-Apply 7d ago
  • Financial Analyst Intern (Summer 2026)

    Ralliant

    Finance advisor job in Hollister, CA

    On-Site PacSci EMC, an operating company of Ralliant, is seeking a motivated and detail-oriented **Financial Analyst Intern to join our Finance team for Summer 2026** . This internship offers hands-on experience in financial reporting, ERP systems, and data analysis within a dynamic aerospace and defense environment. You'll work closely with finance professionals across multiple levels of the organization and gain exposure to real-world finance and accounting applications. **Responsibilities** As a Financial Analyst Intern, you will: + Prepare daily, weekly, and monthly financial reports with a high level of accuracy and completeness. + Enter, reconcile, and maintain financial data in the ERP system, including project budgets and estimates-to-complete (ETCs). + Develop and support financial models and analyses using ERP system data. + Communicate effectively with team members and stakeholders at all levels of the organization. + Support month-end close activities and related reporting deliverables. + Assist Financial Analysts, the Finance Manager, and the Director of Finance with a variety of financial assignments and ad hoc analysis. **Qualifications** + Previous related work or internship experience preferred, but not required. + Demonstrated ability to work collaboratively in a team environment. + Strong capacity to learn quickly, manage time effectively, and complete assignments with urgency. + Strong attention to detail, integrity with data, and a continuous improvement mindset. **Compliance / Eligibility Requirement (ITAR)** + PacSci EMC is a U.S. Department of State ITAR-regulated employer. To comply with ITAR-controlled contracts and access requirements, this position requires U.S. citizenship.Education & Experience + Currently pursuing a Bachelor's degree in Finance or Accounting. + Must have completed junior year (or above) by Summer 2026. + Proficiency in Microsoft Excel (PivotTables, VLOOKUP, SUMIF, etc.). \#LI-KJ1 **Ralliant Corporation Overview** Ralliant, originally part of Fortive, now stands as a bold, independent public company driving innovation at the forefront of precision technology. With a global footprint and a legacy of excellence, we empower engineers to bring next-generation breakthroughs to life - faster, smarter, and more reliably. Our high-performance instruments, sensors, and subsystems fuel mission-critical advancements across industries, enabling real-world impact where it matters most. At Ralliant we're building the future, together with those driven to push boundaries, solve complex problems, and leave a lasting mark on the world. **About PacSci EMC** Pacific Scientific Energetic Materials Company (PacSci EMC), a Ralliant Corporation (NYSE: RAL) operating company, makes critical missions possible. From concept to demonstration to delivery, we provide leading-edge energetic materials, devices and subsystems for use in military and commercial applications. With engineering and manufacturing capability in Arizona and California, our associates work together to solve the toughest technical challenges with a dedication to Safety First, Quality Every TimeTM. We enable success for innumerable missions on a daily basis, impacting the lives of military personnel, law enforcement officers, commercial airline pilots, astronauts, and oil field operators. For nearly a century, PacSci EMC's experience and expertise has been relied upon in the times When Milliseconds MatterTM. For more information, go to ******************** EMC is an equal opportunity employer. We do not discriminate against any applicant or employee on the basis of race, sex, religion, age, national origin, color, disability, or veteran status. Nonetheless, pursuant to our subcontractor status on highly sensitive national security matters, Mechanical Assemblers and all other floor personnel who frequently shift cell assignments, as well as any personnel directly working with the following contract are subject to the following contractual provision: THAAD PRIME Flowdowns (H-Clauses) H-42 FOREIGN PERSONS, paragraph D., "All employees of all entities that make up the Contractor's team, whether subcontractors, consultants, or anyone who works with or on behalf of the Contractor will be citizens of the U.S." Accordingly, only U.S. citizens will be qualified to fill these roles. We are committed to providing a workplace free of any discrimination or harassment. We all have a role in building a community where everyone belongs. Where you can speak your mind, be yourself, and feel supported. It's how we achieve more together - for each other, for our customers, and for the world. ******************************************** We Are an Equal Opportunity Employer. Ralliant Corporation and all Ralliant Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Ralliant and all Ralliant Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at applyassistance@Ralliant.com. **Pay Range** The hourly salary range for this position (in local currency) is $20.00 - $40.00. **Is this role subject to ITAR?** The essential duties of this position require adherence to U.S. Government export control regulations. Accordingly, candidates must either be U.S. Persons (i.e., U.S. citizens, U.S. lawful permanent residents, or protected individuals as defined by 8 U.S.C. 1324b(a)(3)) or be prepared to collaborate with the company in securing the necessary U.S. government export authorizations. While the company encourages all interested applicants to apply, please be aware that ongoing employment is dependent upon obtaining the appropriate government export authorizations.
    $37k-55k yearly est. 7d ago
  • Bilingual (Mandarin) Wealth Advisor, Schwab Wealth Advisory (LP)

    Charles Schwab 4.8company rating

    Finance advisor job in Campbell, CA

    Regular Your opportunity At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations. As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You'll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you. What you have Required Qualifications: Bachelor's degree Active FINRA Series 7 license (May be obtained with a 120-day condition of employment for certified and current CFP designation or CFA designation holders, verified before hire) Active FINRA Series 66 license (May be obtained within the first 120 days) Three or more years advisory experience, including creating and customizing financial plans and portfolios for clients Five or more years in the financial services industry working directly with clients Bilingual proficiency in English and Mandarin is required Preferred Qualifications: CFP or CFA Superior relationship management and client retention experience Polished interpersonal, communication and presentation skills, attention to detail Bilingual proficiency in English and Cantonese is preferred In addition to the salary range, this role is also eligible for bonus or incentive opportunities. What's in it for you At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis. We offer a competitive benefits package that takes care of the whole you - both today and in the future: 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance
    $51k-95k yearly est. 1d ago
  • Financial Analyst Intern, Software Engineering - Summer 2026

    Nvidia 4.9company rating

    Finance advisor job in Santa Clara, CA

    NVIDIA has been transforming computer graphics, PC gaming, and accelerated computing for more than 25 years. It's a unique legacy of innovation that's fueled by great technology-and amazing people. We are seeking an energetic Financial Analyst intern to join our Software Engineering FP&A team at NVIDIA. This is a great role for a highly motivated individual who can function in a fast-paced and rapidly changing environment! This role requires an individual who will thrive in an ambiguous environment and make a big impact. You will have a passion for providing data-based decision making and looking for areas of improvement and implementation to reduce manual workload to focus on delivering insights to the business. What you'll be doing: * Provide in-depth financial analysis of actual spending to drive insights into trends, investment areas, and opportunities to optimize investments. * Assist with forecasting OPEX & CAPEX, actual vs forecast analyses and summarize spending trends. * Prepare monthly and quarterly management reporting packages. * Assist in developing the forecasting models for various spend categories to understand the financial health of various departments. * Detail oriented, highly analytical, and able to translate data and trends into powerful strategies and compelling messages. * Own financial data and reports to ensure they are both accurate and updated. * Collaborate cross functionally with key business partners. What we need to see: * Pursuing an Bachelor's degree with a concentration in Accounting, Finance, Economics, or a related field. * Able to critically assess financial model outputs and identify potential improvements. * Demonstrates high attention to detail and accuracy, especially when working under tight deadlines. * A strong desire to learn new technologies and an eagerness for intellectual growth are valued. * Possesses a solid understanding of AV operations and can build cost models, with strong critical thinking and problem-solving abilities. * Works well in collaboration with Engineering and Operations teams to ensure alignment on project roadmaps. * Positive attitude and contributes as a supportive team player. Ways to stand out from the crowd: * Balance of strong academic and extracurricular activities. * Leadership positions. * Strong analytical skills and advanced financial modeling techniques. * Exemplary communication, written and verbal, and interpersonal skills. * Prior work experience in Finance in the Technology sector. Widely considered to be one of the technology world's most desirable employers, NVIDIA offers highly competitive salaries and a comprehensive benefits package. As you plan your future, see what we can offer to you and your family *********************** Our internship hourly rates are a standard pay based on the position, your location, year in school, degree, and experience. The hourly rate for our interns is 20 USD - 71 USD. You will also be eligible for Intern benefits. Applications for this job will be accepted at least until January 13, 2026. This posting is for an existing vacancy. NVIDIA uses AI tools in its recruiting processes. NVIDIA is committed to fostering a diverse work environment and proud to be an equal opportunity employer. As we highly value diversity in our current and future employees, we do not discriminate (including in our hiring and promotion practices) on the basis of race, religion, color, national origin, gender, gender expression, sexual orientation, age, marital status, veteran status, disability status or any other characteristic protected by law.
    $51k-74k yearly est. Auto-Apply 41d ago
  • Financial Advisor

    Northwestern Mutual 4.5company rating

    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. 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 22d 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 Santa Cruz, CA?

The average finance advisor in Santa Cruz, CA earns between $34,000 and $125,000 annually. This compares to the national average finance advisor range of $34,000 to $121,000.

Average finance advisor salary in Santa Cruz, CA

$65,000

What are the biggest employers of Finance Advisors in Santa Cruz, CA?

The biggest employers of Finance Advisors in Santa Cruz, CA are:
  1. Bank of America
  2. Northwestern Mutual
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