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Financial Advisor
Edward Jones 4.5
Finance advisor job in Fairfield, CA
This job posting is anticipated to remain open for 30 days, from 07-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 Alameda, 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
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
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
Tech M&A Investment Banking Full-Time Associate, San Francisco
Aeris Communications 4.6
Finance advisor job in San Francisco, CA
About Aeris PartnersAeris Partners is a market-leading M&A investment bank serving software, SaaS, and other high growth technology markets. We advise world-class technology-focused private equity and venture capital firms and leading-edge entrepreneur-owned companies on strategic mergers and acquisitions. Aeris is well-known for its best-in-class approach to M&A execution, its data-driven approach, exceptional M&A outcomes, and its commitment to fostering a positive, collaborative, inclusive, entrepreneurial, and team-oriented firm culture. Aeris transactions typically range in size from $200M to $2+ Billion and the firm is a registered broker-dealer and member of FINRA and SIPC. Associate Job Description We are seeking experienced and highly-motivated technology M&A investment banking Associates for our San Francisco office. As a technology-focused boutique advisory firm, we offer an exceptional opportunity for Associates to develop strategic advisory skills and to gain a deep understanding of the broader technology industry. Associates will be actively involved in all aspects of the M&A process from client development to transaction closing, and work closely with senior team members, client management teams and leading technology-focused private equity and publicly-traded firms. Ideal candidates should bring experience in corporate finance, corporate strategy and / or financial valuation and analysis. We seek candidates with exceptional work ethic, passion for the technology industry, strong academic credentials, and demonstrated leadership qualities. Please note that training and onboarding may occur in our Boston, MA, office. Specific responsibilities include: Participate meaningfully in all aspects of transaction development and execution Work with the entire Aeris team and lead the development of critical process deliverables including pitch materials, operating and valuation models, management presentations, and more Actively engage with client management teams, board members, stakeholders and buyers throughout all phases of transaction Develop expertise in relevant technology industry sectors and communicate compelling technology industry and company trends Desired skills and experience: MBA candidate from top-tier programs with exceptional academic performance or Analyst to Associate promotes with excellent work experience and references Exceptional work ethic - self-starter, driven and hard working with a passion for excellence Excellent interpersonal and communication skills (verbal and written); including the ability to develop rapport with team members and existing and potential clients Strong knowledge of corporate finance, accounting, financial statements and valuation methodologies Creative and entrepreneurial mindset; ability to multitask and manage time effectively Unwavering commitment to conducting business with the highest degree of integrity and professionalism High level of attention to detail Outstanding leadership skills with an ability to manage and mentor junior professionals Positive, can-do attitude, enthusiastic team player with the ability to excel in a fast-paced and challenging work environment Must be eligible to work permanently in the United States
$118k-155k yearly est. Auto-Apply 60d+ ago
Cryptocurrency / Investment Advisor San Francisco
Einstein Ai
Finance advisor job in San Francisco, CA
Einstein AI is one of the most unique Crypto companies in the World. We are the first of it's kind in the industry assisting clients to diversify cryptocurrency investments into 3 areas, Exchange (Binance, Coinbase, Kraken), Metamask, and NFT's. Investors can choose to invest in one area only or allow us to assist in all 3. Our profits in Metamask project investments are 10X what an exchange return gives due to lower liquidity and cap. NFT Market is brand new we are assisting in buying selling art and gaming projects within the NFT space which is exploding. The NFT sector is optional for investors and becoming a part of our NFT portfolio. We are looking for brokers who have serious investors that want to invest in the space and build their net worth. On the retail side if brokers want to invest themselves there is a 5K minimum, Metamask is used in that environment to allow the accounts to grow more rapidly. Einstein AI is a 24/7 Automated/Non-Custodial Crypto Portfolio Trading and Risk Management system. Our AI monitors/trades 10000+ coins 24/7 on Metamask and Exchange environments IE Binance, Coinbase. We work with clients all over the world and currently are in 80 countries. Our team is hiring wealth managers/brokers that assist clients in onboarding their portfolio and managing your existing client base. We are looking for a very select team of Brokers, worldwide to work closely with Einstein to onboard clients investing in Cryptocurrency Markets. Einstein AI Sales Broker is one who loves to close and is passionate about cryptocurrency. You will be working with an elite group of people and work remotely anywhere in the world. You wake up thinking about the coolest industry where you can work from anywhere, Cryptocurrency!! As an Einstein AI Broker, you will yearn to satisfy your inner thirst for accumulating sales and building partnerships at the best crypto software company in the industry, with some of the most elite partners in the world. Our software is transparent and Investors can follow every trade by the second keeping their funds in their own custody safely and allowing you to focus on new clients. If you recognize the possibility for investors to achieve profitability and efficiency improvements - and you believe you can onboard investors into the cryptocurrency market come join us! Experience within the Cryptocurrency space is great - but not an absolute necessity. Experience Investing in Cryptocurrency would be awesome, but again - not required. The primary pre-requisite is that you believe you can educate High Net Worth Individuals/ Institutional clients and are willing to bet your time and future on it. We'll be happy to train you on the Einstein AI platform so that you can understand Einstein AI and see the opportunity in front of us. We are looking for Cryptocurrency Sales Brokers to focus on business development globally. We are looking for entrepreneurial, intuitive individuals capable of developing and establishing a pipeline of Investors around the world. Salespeople will be required to develop a working understanding of the Crypto markets along with technical expertise across the life cycle of client relationships, from initial on-boarding through account management. You would be working closely with the Einstein AI trading team and be responsible for developing an intricate knowledge of the services that we offer along with their suitability for various types of clients. Our culture is work hard - play hard. We are working on a game-changing way to transparently create a trading engine for Crypto Investors to profit in a manner that is as high as any other within the industry. We are also building a close-knit team and believe in having an "all for one, one for all" environment in which we can learn from and support each other. We hope you can be a part of it. In terms of compensation - we are a startup that is offering a commission structure per investment so that excellent performers exceed 100k USD per year. Einstein AI has some deep partnerships formed that are currently driving our company into a Fortune 500 model. We offer sales closing bonuses - which are obvious for any sales position - however, I wanted to mention it specifically that top performers will be rewarded significantly. This is a leadership position - you will be open to heading business development within your territory or globally and are free to market with our material across the world. Remote work - We are remote most of the time and utilize WeWork for an office environment, but you can work from wherever you like as we have a virtual office model while using Wework for meetings. We have offices in London, Paris, Hong Kong, Singapore, Tokyo, New York, San Francisco, and many other cities. After you have established yourself with our company you can work from wherever you like. We are looking for individuals capable of raising 25k or more per month investment and will pay a generous percentage residual through bitcoin as a pay structure and a bonus for each signup. All brokers must have their own business/financial portfolio or network of high net worth individuals/Institutional clients when applying, Einstein AI no longer provides leads due to excessive signups. We are happy to assist your existing clients or potential clients on a conference call to explain how to get started and begin investment. Minimum investment is 25k USD in BTC equivalent. We do not accept less than 25k investment on HNW/Institutional and we recommend 1 BTC. The average investment made on Einstein AI is 2 BTC currently and we have 50 million in assets under management projected to 250 million by year's end. As a broker when you bring a client into the system they will be assisted in setting up connections to their existing exchange (31 Exchanges supported), Metamask, and NFT (Optional). All Brokers will receive residuals from profits billed to the client on the performance fee of 22%. Einstein AI does not have wallets on our system, they are on the client exchanges we connect the software into (API keys) themselves. Your funds never leave your trading account on Exchange (Binance, Coinbase etc) or Metamask; clients are in complete custody of the client at all times. Responsibilities Requirements Source new client relationships while educating them on the Einstein AI Opportunity and Cryptocurrency Market Maintain strong relationships with existing clients Work closely with trading and operations teams to successfully onboard new Investors Build a working understanding of crypto, its ongoing development and history Required Skills 3+ years in sales (preferably in the financial sector) or an established network of potential investors Demonstrated ability to establish a pipeline of Investors, prospect development and ability to close deals Fluent in English Ability to understand the crypto sales and trading environment Genuine curiosity/passion for the crypto industry Einstein AI USA Office 415 Mission Street San Francisco, CA 94105 Europe Office 71-91 Aldwych London WC2B 4HN SE Asia Office 8 Cross Street Singapore 048424 Website *****************
$98k-180k yearly est. 60d+ ago
Patient Financial Advisor
AHMC Healthcare 4.0
Finance advisor job in Daly City, CA
The primary purpose of this position is to ensure that appropriate reimbursement resources are in place for services provided at AHMC Seton Medical Center. The Patient Financial Advisor ensures that appropriate reimbursement resources are in place for services provided to ensure the financial viability of the facility. This includes the following: 1) Accurate and timely assessment of payer and patient legal liability; 2) Compliance with industry state, federal and local regulations and requirements; 3) Adherence to government and non government program requirements; 4) Effectively communicating with patients as to program requirements, personal payment liabilities, and options for care and placement that allow for informed decisions by the patient and his/her family while protecting the financial interest of the hospital facility; 5) Requesting prior authorization from the payers for patients that have been or are in the process of being admitted into the hospital's acute care departments including but not limited to ICU, Telemetry, and Medical/Surgical Units. Responsibilities 5-9 years Patient Accounting experience in a large metropolitan medical center, large freestanding clinic, or chain of free standing clinics. Must effectively operate a 10-key adding machine by touch, and must type 40 wpm with minimal errors (5 or less). Must demonstrate effective interpersonal skills and communication skills. Demonstrated effective expertise in insurance confirmation and insurance benefit follow-up and credit and collections. Demonstrated knowledge of the role that Utilization Review, Discharge Planning (Case Management), Admissions, Medical Information Department, and related departments all have on the impact of reimbursement. Positive group dynamics and a firm commitment to quality performance of the department, and a firm commitment to the comprehensive achievement of the department goals and objectives Demonstrated knowledge of the legal requirement of collections. Gather and analyze all patient information on medical needs, financial resources and circumstances, residential status, duration/type of care medically appropriate, patient eligibility for private, federal, state and county program coverage; provide full documentation for billing within limits specified by the appropriate agency and coverage source. Interpret and relay provisions and requirements of applicable private, federal, state and county aid programs to patients and physicians, explaining any and all obligations and rights under the given program. Provide all alternatives at hand and counsel patients regarding realistic financial ability to pay for medical care. Assist in budget when necessary. Interview and correspond with patients, relatives, attorneys, employers and welfare agencies to obtain information, explain Regional policies, receive payment and arrange payment plans which fulfill the financial policy requirements of the Region. Evaluate a wide variety of deeds, life insurance policies, negotiable securities, and miscellaneous collateral to determine security value as appropriate. Obtain real estate property and other financial information and liens, assignment of insurance policies or benefits and third party liability liens as appropriate, all within the legal policies and procedures set by federal, state and industry standards. Determine patient third party insurance coverage and validate benefits pertinent for services for benefits payment. Inform and advise the physicians of the patient's financial status, interpret third party insurance, and interpret and relay as appropriate the financial impact on the region and physician office, with all alternatives as apply in a given situation. Resolve problems involving interfacing of various private and government agencies to ensure appropriate billing and reimbursement for services which have been provided by the Region. Apply sensitivity to the patient's medical situation in the counseling of a patient about his/her financial relationship to services provided so as to minimize impact during care while assuring that the patient can make informed choices about same. Interact professionally with Regional/Hospital staff to obtain all pertinent information protecting patient confidentiality while ensuring all components required for reimbursement are obtained. Any and all other functions required to ensure appropriate coverage and reimbursement for services are forthcoming from private, federal, state or county sources, protecting the financial viability of the Region. Age-Related Competency: Has demonstrated knowledge of and competence in age-related patient care, as defined and documented in department standards. Workplace Safety: Is aware of and works within hospital and departmental safety guidelines, including reporting potential hazards and hazardous behavior. Uses appropriate body mechanics and lifting devices, as needed, for all work assignments. LANGUAGE SKILLS: Ability to read, analyze, and interpret technical procedures, bank and financial forms/reports/documentation, patient accounting system screens/reports, and policies and procedures. Ability to write reports, and procedure manuals. Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public. MATHEMATICAL SKILLS: Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent. REASONING ABILITY: Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical and financial instructions. Ability to estimate staff workloads and to re-direct workflow as appropriate. Ability to analyze data and identify trends or patterns Qualifications QUALIFICATIONS: The incumbent must be able to perform each essential duty satisfactorily. The requirements below are representative of necessary knowledge, skill, and ability. Reasonable accommodations may be made to enable people with disabilities to perform essential functions. Hospital Description AHMC Seton Medical Center and AHMC Seton Medical Center is a 377-Bed facility encompassing acute care and post-acute services.
$37k-80k yearly est. Auto-Apply 60d+ ago
Experienced Investment Banking Associate
Dc Advisory
Finance advisor job in San Francisco, CA
DC Advisory is an international investment bank committed to making a difference. As part of an established global business, we offer access to over 750 professionals in 24 locations throughout Asia, Europe, and the US. Across 11 industry focused teams, we offer tailored, independent advice on M&A, debt raisings and restructurings, private capital markets, secondary advisory and access to unrivalled Asia investment knowledge. The Role As an Associate you will be responsible for supporting day-to-day M&A, capital raising, and financial advisory deal processes and projects. You will learn the core knowledge of the investment banking industry and expand your knowledge in key analytical, communication, marketing, and sales skills. Every day is different, and your job responsibilities will include a range of projects and assignments including creating financial models, drafting pitch and marketing materials, participating in client presentations and training and managing Analysts. You will be a role model to our Analysts by identifying training and learning opportunities and monitoring work quality. Our Associates possess strong problem-solving and analytical skills, a strong work ethic and thrive under pressure. You will be expected to play a critical role on transaction teams and make a difference for our clients. We partner with you to advance your career goals while providing consistent transparent feedback fostering personal and professional growth. Position Requirements Qualities we seek include: An unwavering commitment to excellence and a high degree of maturity A high level of initiative, motivation, attention to detail, positive attitude, and the ability to excel in a fast-paced, entrepreneurial, high performance work environment An outstanding academic record The ability to work as part of a team in an environment that demands excellence, time and energy Personal integrity, initiative and leadership qualities Strong quantitative, verbal and written communication skills; strong financial understanding and financial modeling skills a plus Strong multi-tasking and time management skills Highly proficient with Microsoft Office suite At least 3-5 years post undergraduate professional work experience Series 79, Series 63 (preferred and must be taken within 30 days of start date) Preferred Experience Experience with M&A transactions in the technology sector Compensation & Benefits: Salary Range: $175,000 - $225,000 + annual discretionary bonus Medical / Dental / Vision Insurance Long Term Disability, Short Term Disability, Life Insurance Pet Insurance Health Savings Account Retirement Plans (401K) Pre-Tax Commuter Benefits
$175k-225k yearly 60d+ ago
Financial Advisor
Northwestern Mutual 4.5
Finance advisor job in Walnut Creek, 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 19d ago
EY-Parthenon - Deals - EY Capital Advisors - Investment Banking - Technology-Associate-San Francisco
EY Studio+ Nederland
Finance advisor job in San Francisco, CA
At EY, we're all in to shape your future with confidence. We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. EY-Parthenon - Deals - EY Capital Advisors - Investment Banking - Technology - Associate The opportunity EY-Parthenon's unique combination of transformative strategy, transactions and corporate finance delivers real-world value - solutions that work in practice, not just on paper. Benefiting from EY's full spectrum of services, we've reimagined strategic consulting to work in a world of increasing complexity. With deep functional and sector expertise, paired with innovative AI-powered technology and an investor mindset, we partner with CEOs, Boards, Private Equity and Governments every step of the way - enabling you to shape your future with confidence. Ernst & Young Capital Advisors, LLC (EYCA) offers investment banking services with access to a global network of EY mergers & acquisitions, debt capital markets and equity capital markets professionals. The global EY network offers a comprehensive suite of services, and EY firms consistently rank among the leading financial services firms based on the number of completed transactions globally. As an M&A Investment Banking Associate you'll work in a team setting to help provide clients with objective advice on M&A and corporate financing alternatives through highly focused industry teams with world-class, global execution capabilities. You'll be an important part of our diversely talented, highly experienced team and work at the forefront of high-profile transactions. You'll be working in a small and collaborative team environment with corporate finance and investment banking professionals on a variety of projects across a range of Technology sub sectors. Your key responsibilities As an M&A Investment Banking Associate you will be a vital member of the team supporting and executing M&A and corporate finance engagements. You'll be focused on analyzing financial data and identifying key trends behind the performance of a business, preparing financial models and cash flow scenarios, conducting research, and driving analyses, marketing presentations, and information memoranda. You will also help develop team members ensuring their career development. Skills and attributes for success Advise companies regarding strategic and corporate finance alternatives and drive the execution of M&A transactions. Prepare pitch books, descriptive information memoranda and related materials for M&A and capital raising mandates. Perform extensive financial analysis, valuation analysis and pro forma financial modeling. Identify key issues and potential areas of valuation and transaction risk within engagements. Perform In-depth market-sector and company-specific research. Support business development initiatives. To qualify for the role, you must have A bachelor's degree and at least 2 years of M&A transaction experience or a graduate degree and at least 1-2 years of related work experience. Existing Series 7 and/or 79 plus Series 63 securities licenses (in good standing) is a plus. Strong quantitative and qualitative analytical skills, including the ability to exercise sound independent judgment. Strong working knowledge of Excel to develop financial models, knowledge of pivot tables and using excel for in-depth modeling. Strong communication skills Efficient use of research databases, and technical ability to analyze data. Excellent interpersonal and relationship-building skills with the ability to develop and maintain relationships at all levels of the organization. You must either reside in or be in a commutable distance to your office location for this position. The ability and willingness to travel and work in excess of standard hours when necessary. In certain circumstances, travel may be required beyond your work location based on client and project needs. Ideally, you will have A proven record of excellence in investment banking with a focus on M&A transactions Experience in or interest in the Technology sector Knowledge of how to leverage firm-approved AI tools in a business setting, including Microsoft Copilot. What we look for We're interested in talented professionals with the ability to visualize our clients' goals and think creatively to facilitate them - often in time-sensitive and intense work environments. If you meet the above criteria and have an entrepreneurial spirit, and a genuine passion for taking on new challenges, this role could beis for you. What we offer you At EY, we'll develop you with future-focused skills and equip you with world-class experiences. We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more. We offer a comprehensive compensation and benefits package where you'll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $150,000 to $185,000. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options. Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year. Under our flexible vacation policy, you'll decide how much vacation time you need based on your own personal circumstances. You'll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being. Are you ready to shape your future with confidence? Apply today. EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities. EY | Building a better working world EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories. EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY's Talent Shared Services Team (TSS) or email the TSS at **************************.
$150k-185k yearly 60d+ ago
Investment Professional, Golub Growth
Golub Capital 4.9
Finance advisor job in San Francisco, CA
Information Hiring Manager: Managing Director Department: DL - Direct Lending Golub Growth provides flexible debt and equity capital to growth-stage B2B SaaS companies. Our custom solutions are designed to help SaaS businesses accelerate sales growth, drive new product development, pursue strategic acquisitions and provide shareholder liquidity. Since 2013, we have partnered with CEOs, founders and CFOs at more than 110 software companies and committed over $11 billion to enable long-term growth. The team has an outstanding track record of closing deals on time and at the agreed-upon terms, utilizing deep industry knowledge to identify, advise on and implement value creation strategies. The team works closely with all areas of the Firm to ensure seamless execution. Learn more about Golub Growth on our website, golubgrowth.com Position Responsibilities This individual will evaluate and lead the execution and management of debt and equity investments across the capital structure, with a focus on structured equity investments in growth-stage software companies. New Deals (>70% of time on an annual basis): Develop new deals, product ideas and opportunities within Golub Growth Identify and evaluate investment opportunities in high growth software companies across the capital structure including credit, structured equity and minority equity co-investments Structure and negotiate investment terms ensuring alignment with the Firm's investment thesis and risk-return profile Lead deal team (including oversight of junior investment professionals) responsible for conducting detailed business diligence such as analysis of business, industry, competitive landscape, financial / KPI trends, liquidity and exit strategy Lead the preparation and presentation of investment memorandums to Golub's Investment Committee Lead the negotiation of legal documentation in conjunction with internal and external Lending Counsel Develop and maintain relationships with industry executives, venture capital investors, advisors and other stakeholders to enhance deal flow and market insights Mentor junior investment professionals Other duties as assigned Portfolio Management ( Manage a portfolio of existing investments with support from junior investment professionals and the portfolio monitoring group Support portfolio company growth strategies including add-on acquisitions and market expansion via incremental financings Monitor financial performance and liquidity through reviewing monthly / quarterly / annual financial results, reviewing quarterly covenant compliance certificates, attending board meetings and attending industry events Perform quarterly portfolio reviews that include analyzing historical and projected financial performance, liquidity trends and quarterly financial covenant compliance calculations Work with deal team to manage amendment requests, as necessary Other duties as assigned Candidate Requirements Qualifications & Experience: Bachelor's degree is required, preferably with a major in Finance, Accounting, Economics or related financial discipline with an outstanding record of academic achievement 8+ years of related investment experience including 5+ years of experience investing in high growth software companies Experience sourcing, structuring and evaluating investments across the capital structure including structured equity investments Strong existing network of investment professionals within venture capital and growth equity ecosystem Ability to effectively communicate with external clients Enthusiastic about working in office and creating a Gold Standard hybrid work culture Critical Competencies for Success Our Gold Standards Model defines key behaviors and competencies across 4 dimensions: Leadership, Achieving Results, Personal Effectiveness and Thinking Critically. These behaviors and competencies drive our ability to win together. Leadership: Role models in this area consistently focus on the right goals and priorities and continually develop themselves and others. Always team players, they influence and engage with others to contribute to a supportive and inclusive culture where all feel welcome. Achieving Results: Role models in this area are high achievers who develop careful plans and deliver consistently and effectively. They hold themselves and others accountable for delivering high quality results, and they remove barriers to ensure others can contribute and grow. Personal Effectiveness: Role models in this area build strong relationships, treat others with respect and communicate effectively. They are driven to exceed expectations and are adaptable to changing circumstances. Thinking Critically: Role models in this area understand our business, rely on analytical reasoning and seek diverse perspectives to solve problems. They are forward thinking, anticipating issues and addressing them in advance. The department-specific competencies define the knowledge, skills and abilities that are needed to successfully perform the functional or technical work of this role. Deal Execution: Evaluates, structures and executes investment opportunities and transactions. Relationship Management: Establishes, develops and manages internal and external relationships. Portfolio Management: Actively monitors portfolio companies to identify risks and opportunities that may impact overall performance. Risk Management: Demonstrates credit acumen by leveraging tools and analyses and interpreting due diligence findings to guide decisions while balancing risks and rewards. Financial Analysis: Uses financial analyses to generate insights and support fact-based decision making. Competitive Positioning: Demonstrates knowledge of the Firm's capabilities, the Firm's position in the industry, competitors' capabilities and end markets. Recognizes implications of knowledge on Firm's positioning. Legal Documentation: Demonstrates knowledge of legal documentation, processes and procedures. Compensation & Benefits Compensation will be commensurate with experience. Golub Capital offers a full range of benefits which includes medical, dental, vision and 401(k). Golub Capital is an Equal Opportunity Employer. Due to the highly regulated nature of Golub Capital's business and because of the sensitivity of the information that all personnel have access to, Golub Capital performs extensive and thorough pre-hire screens to ensure that its personnel act with expected levels of integrity, professionalism and personal responsibility. Please review Golub Capital's US Job Applicant privacy notice and, for California residents, the California Applicant privacy notice for information on how your personal data is collected, processed and stored. San Francisco Applicants: In accordance with the San Francisco Fair Chance Act, Golub Capital will consider qualified applicants with criminal histories.
$143k-235k yearly est. 60d ago
Institutional Equity Sales - Analyst
JPMC
Finance advisor job in San Francisco, CA
As an Analyst or Associate in Institutional Equity Sales you will be responsible for partnering with a team of senior equity salespeople, helping to maintain and develop key investor client relationships. We are looking for someone with a strong intellectual curiosity, a passion for equity markets, a high degree of organization and attention to detail, and the ability to perform well under high pressure situations with the appropriate degree of urgency. Job Responsibilities: Supporting senior equity salespeople, attending corporate management IPO and follow-on presentations, backup coverage of existing equity relationships Navigate products effectively across a broad range of clients (asset managers, insurance accounts, pension funds, banks, sovereign wealth funds, hedge funds etc.) along with idea generation and market insight Bring a collaborative approach working with our business partners in trading, research, banking, and syndicate to provide comprehensive client coverage across the platform Required qualifications, capabilities, and skills: Experience in sales Hard working and self-motivated team player, works well in small groups, collaborates well with partners in Research, Trading, and Capital markets Critical thinker with the goal to help motivate stock idea generations and themes for clients Understanding of fundamental product knowledge and market structure Clear, logical thinker with strong qualitative skill set including effective communication and presentation Proficiency in Bloomberg, Microsoft Excel, Word and PowerPoint Preferred qualifications, capabilities, and skills: Series 7 & 63 license preferred but not required initially. Expect candidate to complete these licenses if they do not have them already.
$106k-171k yearly est. Auto-Apply 19h ago
Associate, Technology Investment Banking - San Francisco, CA
Banque Scotia (Bank of Nova Scotia
Finance advisor job in San Francisco, CA
Salary Range: 175,000.00 - 225,000.00 Please note that the Salary Range shown is a guideline only. Salary offered may vary based on factors, including, but not limited to, the successful candidate's relevant knowledge, skills, and experience. Join a purpose driven winning team, committed to results, in an inclusive and high-performing culture. Title: Associate, Technology Investment Banking - San Francisco, CA Global Banking and Markets Global Banking and Markets (GBM) is a leading Canadian Capital Markets and Investment Banking business with a growing platform in the US and Latin America, operating globally for over 100 years. Scotiabank's strong U.S. presence provides our clients an important bridge to this key global market for trade and investment flows across the Americas and the world. Global Banking & Markets provides a full range of investment banking, credit and risk management products and services relevant to the financing and strategic development needs of our clients. Our products include debt and equity financing, mergers & acquisitions, corporate banking, institutional equity sales, trading and research, fixed income products, derivatives, energy, foreign exchange and precious & metals. We also cross-sell the full range of wholesale products and services offered by the Scotiabank Group. Be part of an innovative, Global Capital Markets and Investment Banking business with a unique geographic footprint that puts capital to work for our clients across industries! We work together to drive ambition for every future! Overview: The Associate will work with senior bankers across a variety of different transaction types and advisory assignments: mergers & acquisitions (both buyside and sell-side), public equity offerings, debt capital markets issuances, and capital advisory projects. As one of the fastest growing and most dynamic groups within Scotiabank, the Associate can expect to have numerous opportunities to demonstrate growth, intellect, and initiative. With an increasing roster of highly experienced senior bankers, the Global Technology Investment Banking Group continues to innovate and drive additional topline revenue and net income for Scotiabank. If you are interested in a fast-paced, challenging, and exciting environment, the Technology Banking team welcomes the opportunity to connect with you. Position Highlights: Associates in the Global Technology Investment Banking Group enjoy a stimulating and challenging work environment in which they execute a broad range of transactions. A high degree of responsibility is afforded to those demonstrating initiative and the desire to take on such responsibility. At the early stages of their career, Associates focus on client presentations, financial modeling, industry and company research, and supervising and mentoring Analysts. As the individual's career progresses, Associates take on increased responsibilities on live transactions and participate in business development under the guidance of senior group members. Scotiabank brings new Associates in contact with both clients and Scotiabank GBM product partners at the earliest possible stage, allowing them to gain experience in managing and cultivating relationships. A significant amount of effort, diligence, and initiative is required to properly execute assignments. The complexity of clients' financial requirements combined with the highly competitive nature of the investment banking industry necessitates a full commitment to the task at hand. Standards are very high as most work is presented to senior executives at client firms. Given the Global Technology Investment Banking Group's streamlined operating hierarchy and a small project team approach, Associates have ample opportunity for career growth and development. On any given project, Associates will interact with other departments of the firm such as Corporate Banking, Equity Capital Markets, Debt Capital Markets, Global Fixed Income, and Global Equity Derivatives. What You'll Do * Champion a client centric culture focused on deepening client relationships and leverage broader Bank relationships, systems, and knowledge to deliver solutions that Scotiabank can provide across its footprint and generate revenue. Relationship management and cross collaboration includes: * Coordinating with the various product groups and industry coverage teams within GBM * Developing and maintaining effective industry relationships with various external parties and clients * Day-to-day responsibilities include the following: * Evaluating and analyzing the financial needs of clients, including the development of financial models, and supporting the team in determining advisory and financing solutions for these clients * Collecting, consolidating, and interpreting company, industry, and market data * Performing comprehensive financial statement analysis and creating and maintaining financial models * Financial and written analysis of companies and industries * Identifying and developing business opportunities for and with clients * Preparing client presentations, including compiling data and assembling presentation materials * Supporting transaction structuring and execution efforts, with increasing levels of responsibility and accountability over time * Applying product and capital markets knowledge to help clients achieve their financial and strategic objectives * Develop junior bankers on the team and across GBM through active engagement focusing on skill development (i.e., technical, coverage, and other professional and leadership skills) and providing valuable real-time constructive feedback to support their career development * Actively partner with group leaders and broader team to build, reinforce, and maintain positive team dynamics, engagement, and morale * Actively contribute to a high performance, inclusive work environment What You'll Bring * 2-4 years' work experience in Investment Banking * TMT or Software experience is preferred but not required * Completed Bachelor's or M.B.A. Degree * Strong quantitative skills focused on financial analysis, accounting, and financial theory * Strong written and verbal communication skills * Excellent command of Microsoft Suite, with an emphasis on Excel, PowerPoint, and Word * A high level of attention to detail * A high level of energy and a keen desire to learn * Obtain and maintain required FINRA registration and licensing appropriate to your functions and responsibilities Interested? At Scotiabank, every employee is empowered to reach their fullest potential, respected for who they are and, embraced for their differences. That's why we work to grow and diversify talent and engage employees in a performance-oriented culture. What's in it for you? Scotiabank wants you to be able to bring your best self to work - and life, every day. With a focus on holistic well-being, our many flexible benefit programs are designed to help support your unique family, financial, physical, mental, and social health needs. Location(s): United States : California : San Francisco || United States : Florida : Miami || United States : Florida : Tampa || United States : Georgia : Atlanta || United States : Illinois : Chicago || United States : Louisiana : New Orleans || United States : Massachusetts : Boston || United States : New York : New York City || United States : Texas : Austin || United States : Texas : Dallas || United States : Texas : Houston Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets. At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here. Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted. Nearest Major Market: San Francisco Nearest Secondary Market: Oakland Job Segment: Investment Banking, Bank, Banking, M&A, Financial, Finance, Management
$106k-176k yearly est. 53d ago
Investment Banking 2027 Summer Analyst
Union Square Advisors 4.2
Finance advisor job in San Francisco, CA
The Internship Program at Union Square Advisors provides candidates with an unparalleled opportunity to gain deep domain expertise in mergers and acquisitions (M&A) and capital raising within the technology sector. Interns, or “Summer Analysts,” will support teams on live deals through both quantitative and qualitative assignments, in addition to conducting in-depth industry and company-specific research. We are targeting undergraduate applicants with an expected graduation date of Spring 2028. Formal interviews will begin in January 2026. Responsibilities Perform Business and Financial Analyses: Research and analyze financial and operational data related to companies and industries. Perform complex financial modeling and valuation analyses as part of client/industry evaluations. Collaborate with full-time analysts to complete necessary analyses for live engagements and participate in client calls and due diligence discussions. Create trend analyses of financial performance for client presentations. Complete a summer project where the candidate will “pitch” a potential client opportunity to senior bankers at Union Square Advisors. Provide Management Support: Present analytical findings to deal teams. Develop written internal and external marketing materials. Improve and maintain internal infrastructure projects and databases. Assist the coverage team in the development of presentations for potential mandates. Qualifications Currently pursuing an undergraduate degree, with academic coursework in finance, economics, or accounting, complemented by outstanding academic achievement. Basic understanding of fundamental financial principles. Proven ability to successfully collaborate in a team setting in a fast-paced, high-demand environment. Excellent analytical and critical thinking skills. Highly developed written and oral communication abilities. Strong interpersonal skills, with the ability to work effectively in a professional setting. Creativity, insightfulness, and resourcefulness in completing assignments in a fast-paced and challenging environment. Meticulous attention to detail and ability to manage multiple projects with a high degree of organization. Self-starter with the ability to independently manage assignments and take ownership of tasks. Strong sense of urgency and a competitive drive to succeed. Maturity and professionalism appropriate for a client-facing role. Proficiency in financial computer applications and database tools, including MS Excel, MS PowerPoint, and MS Office. Experience with research platforms such as CapitalIQ, PitchBook, FactSet, Thomson One, and 451 Research is a plus. About Union Square Advisors Union Square Advisors is a leading technology-focused investment bank offering strategic M&A advice, private capital financing, and debt capital markets advisory services. Founded in 2007, with offices in San Francisco and New York, Union Square Advisors works with top public and private technology companies, private equity firms, venture capitalists, and family offices. Our expertise spans many aspects of the technology landscape, including enterprise software and infrastructure, fintech, healthcare IT, internet and digital media, e-commerce, consumer software, AIoT and industrial technology, among other key segments. Since inception, Union Square Advisors has advised on more than 195 strategic transactions valued at over $120 billion. For more information, please visit *******************
$113k-170k yearly est. Auto-Apply 14d 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
Investment Banking - TMT Equity Capital Markets - Senior Associate/Junior Vice President
Jpmorgan Chase 4.8
Finance advisor job in San Francisco, CA
We are seeking a highly skilled and experienced Investment Banking Vice President to join our dynamic Equity Capital Markets, TMT team, offering an exceptional opportunity to contribute to high-profile transactions and drive growth within a leading financial institution. **Job Summary** As a Vice President in Equity Capital Markets, TMT team, you'll have experience developing strong relationships with corporates and financial institution clients and working across different products. You'll work on deals and transaction across the spectrum of our banking products, including mergers & acquisitions, divestitures, restructurings, loans, and equity capital and debt capital raises. **Job Responsibilities** + Acting as the primary day-to-day client point of contact and lead banker on deals + Reviewing and coordinating the analytic work of junior bankers to move marketing/execution process forward + Refining marketing/execution materials for maximum client impact + Overseeing the creation of financial projection models + Identifying and managing all risks in a given deal + Liaising with other internal and external parties on transactions (eg. lawyers, accountants, counterparties) + Leading client negotiations, Q&A process and management interviews **Required qualifications, capabilities, and skills** + Prior work experience in an investment banking front office role. + Experience in training junior bankers + Exceptional written and verbal communication skills with specific ability to communicate concepts and ideas concisely and defend their validity + Very strong quantitative and analytical skills (including Excel modelling and valuation work) + Ability to work well under pressure and to tight deadlines, and have the aptitude to synthesize large amounts of information and to develop innovative solutions + Adaptability, able to manage projects independently and be ready to assume a high level of responsibility as a member of a team + Ability to comfortably interact with clients in a professional and mature manner + Excellent understanding of financial, legal and reputational risks facing large integrated investment banks in today's environment JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans **Base Pay/Salary** San Francisco,CA $200,000.00 - $275,000.00 / year
$200k-275k yearly 60d+ ago
Analyst - Investment Banking - San Francisco
Ducera Partners-Experienced Hires
Finance advisor job in San Francisco, CA
Firm Profile Ducera Partners is a leading investment bank with expertise in mergers & acquisitions, strategic advisory, restructuring, liability management, capital markets, and growth capital. Since its founding in June 2015, Ducera Partners has advised on over $850 billion in transactions across various industries. Ducera Partners has offices in New York, Los Angeles, San Francisco, and Stamford. For more information about Ducera Partners, please visit *********************** Responsibilities As an Analyst, you will work on a wide range of transactions including restructurings, recapitalizations, acquisitions, divestitures, private placements, leveraged buyouts, and joint ventures. Analysts are expected to be involved in the development, structuring and financing of transactions and regularly attend internal and client meetings, negotiations and due diligence sessions. Analyst work will include, but is not limited to: Financial analysis and modeling Drafting of client presentations Preparation of memoranda for internal and external use Conducting financial and other business related research Coordinating complex and often time-sensitive processes Active involvement in client facing situations Assistance in the execution of transactions Qualifications Ducera Partners seeks to hire individuals who are highly motivated, team-oriented, intelligent and have excellent academic, leadership and extracurricular records. In addition, qualified candidates will possess the following: Bachelors Degree Strong financial modeling, finance, and accounting skills A demonstrated ability to work cooperatively with all levels of staff Excellent verbal and written communication skill Outstanding project management skills Exceptional attention to detail Completion of a profile on Suited to further assist in an evaluation of your candidacy: Creating a Suited Profile Additional Information Expected annual base salary range: $110,000 - $140,000 The annual base salary range reflects the low and high targets of the estimated base salary range for this position. The actual base salary an employee in this role receives may vary depending on a variety of factors, including but not limited to: work location, job-related knowledge, and prior experience. The range listed reflects base salary only, and the total compensation package may include other components. Ducera Partners is an equal opportunity employer. We do not discriminate on the basis of, and will consider all qualified applicants for employment without regard to race, color, religious creed, religion, sex, pregnancy, national origin, ancestry, citizenship status, age, martial or partnership status, sexual orientation, gender identity expression, disability, medical condition, genetic information or predisposition, veteran or military status, status as a victim of domestic violence, a sex offense or stalking, or any other category protected by law. Ducera Partners also complies with all applicable laws with regard to providing reasonable accommodation of disabilities to applicants. Investmenting Banking Candidates: Ducera Partners uses the Suited Assessment as part of our candidate evaluation and recruitment process to expand our consideration of candidates beyond traditional hiring metrics. Information on what is measured by the assessment, Suited's data retention policies, and how to request a reasonable accommodation may be found here: Resource Guide for Investment Banking Candidates. Completing the Suited assessment is a mandatory part of our recruiting process; however, should you believe that even with appropriate reasonable accommodations enabled you require an alternative selection procedure, please email us at *****************************. To see the results of our AEDT bias audit required under New York City Local Law 144, please click here: IB Assessment - Predictor 13A.
$110k-140k yearly Auto-Apply 60d+ ago
2026 Investment Banking Summer Associate Program (California) - Early Careers
Wells Fargo Bank 4.6
Finance advisor job in San Francisco, CA
2026 Investment Banking Summer Associate Wells Fargo Corporate & Investment Banking delivers a comprehensive suite of capital markets, banking, and financial products and services to over 12,000 clients around the world, including over 90% of the S&P 500. A trusted partner to our clients, we provide corporate and transaction banking, commercial real estate lending and servicing, investment banking, equity and fixed income solutions including sales, trading, and research capabilities to corporate, commercial real estate, government, and institutional clients. The 10-week Summer Associate Program is designed for MBA students between their first and second year. You'll be aligned to a product or industry group and immediately contribute to active client engagements. The program includes immersive training, project-based learning, senior leader engagement, and networking opportunities across business lines. You will be part of a focused, high-performing team that supports clients through strategic transactions and capital raising. From day one, you will engage in live projects, build relationships with clients and senior bankers, and contribute to the work that helps our clients achieve their objectives in today's dynamic environment. What to Expect The program begins with seven weeks of comprehensive training in Charlotte, covering financial accounting, credit analysis, valuation, and modelling. Following training, you will step directly into deal execution and client advisory work. Your responsibilities may include: Building valuation models and supporting transaction execution Conducting company and industry research Preparing client materials and pitch presentations Participating in diligence sessions, client meetings, and internal discussions Collaborating with senior bankers on engagements across sectors and geographies Supporting the development of junior team members Throughout the program, you will receive hands-on coaching, mentorship, and ongoing feedback to support your development. Is This Program Right for You? We are looking for candidates who bring curiosity, accountability, and a sharp analytical mindset. You should be comfortable working in a fast-paced environment, taking initiative, and collaborating with peers and leaders alike. Required Qualifications 2+ years of investment banking program experience or equivalent, demonstrated through work, military service, training, or education Desired Qualifications MBA with an expected graduation date of December 2026 to June 2027 Strong verbal and written communication skills Ability to operate effectively both independently and in teams Advanced Microsoft Office (Excel, PowerPoint, Word) skills Track record of leadership or involvement in professional or academic initiatives Program Locations Positions are available in San Francisco, with limited Los Angeles. Pay Range: CA (San Francisco, Los Angeles): $175,000 Yearly This position may be subject to FINRA Background Screening Requirements, including successful completion and clearing of a background check. Internal transfers are subject to comply with 17 CFR 240.17f-2 of the Securities Exchange Act of 1934 and FINRA Bylaws, Article III, Section 3, which states that Associated Persons should not be subject to statutory disqualification. Successful candidates must also meet ongoing regulatory requirements including additional screening and are required to report certain incidents. Pay Range Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to achievements, skills, experience, or work location. The range listed is just one component of the compensation package offered to candidates. $138,500.00 - $287,600.00 Benefits Wells Fargo provides eligible employees with a comprehensive set of benefits, many of which are listed below. Visit Benefits - Wells Fargo Jobs for an overview of the following benefit plans and programs offered to employees. Health benefits 401(k) Plan Paid time off Disability benefits Life insurance, critical illness insurance, and accident insurance Parental leave Critical caregiving leave Discounts and savings Commuter benefits Tuition reimbursement Scholarships for dependent children Adoption reimbursement Posting End Date: 31 Jan 2026 * Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
$138.5k-287.6k yearly 60d+ ago
2027 Capital Markets, Global Investment Banking Summer Analyst
Rbc Holding Co Ltd. 4.9
Finance advisor job in San Francisco, CA
2027 Global Investment Banking Summer Analyst - San Francisco What is the opportunity? RBC Capital Markets is a premier investment bank that provides a focused set of products and services to corporations, institutional investors and governments around the world. With more than 7,100 professionals, we operate out of 70 offices in 15 countries across North America, the U.K., Europe, and the Asia-Pacific region. We work with clients in over 100 countries around the world to deliver the expertise and execution required to raise capital, access markets, mitigate risk and acquire or dispose of assets. We are consistently ranked among the largest global investment banks according to Bloomberg and Dealogic. RBC Capital Markets is part of a leading provider of financial services, Royal Bank of Canada (RBC). Operating since 1869, RBC is one of the top 15 largest banks in the world and the fifth largest in North America, as measured by market capitalization. With a strong capital base and consistent financial performance, RBC is among a small group of highly rated global banks. U.S. Summer Analyst Program Each year, we invite high-performing, rising college seniors to join our Global Investment Banking (GIB) platform for a 10-week U.S. Summer Analyst Program. The program offers Summer Analysts an opportunity to work alongside our investment bankers on a variety of live transactions as well as client- facing business development initiatives. What will you do? GIB provides a complete suite of strategic advisory services, as well as equity and debt capital raising capabilities for leading corporations, institutions and governments. RBC Capital Markets' San Francisco office recruits for the following industry and product groups: Industry Group: Technology Product Group: Mergers and Acquisitions (M&A) As a GIB Summer Analyst you will spend your time: Developing and preserving complex financial models Creating pitch books and other client materials Generating and maintaining financial models and analysis Conducting research to analyze market trends Supporting live deals and major transactions What do you need to succeed? In selecting Sumer Analysts, we look for the following: Undergraduate students in their penultimate year of study at an accredited four-year college or university Excellent written & verbal communication skills Familiarity with computer applications such as MS Outlook, Word, and Excel Ability to manage multiple competing priorities and thrive in a fast-paced and challenging environment Value and possess strong competency in the following behaviors: Collaboration, Relationship Building, Communication, Integrity and Operating with Diverse and Inclusive Mindset Well-rounded set of interests and extra-curricular activities beyond academics What's in it for you? We thrive on the challenge to be our best, think progressively, continue our growth, and deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our individual/collective potential, making a difference to our communities, and achieving success that is mutual. From this experience you would gain: A strong foundation in fundamental investment banking skills such as financial modeling and analysis, transaction execution and negotiation, and in-depth industry/product knowledge A better understanding of RBC's products and services The support of a mentor (typically a full-time Analyst) An opportunity to network and discuss career opportunities through a number of social events The good faith expected salary for the above position is $110,000 depending on factors including but not limited to the candidate's experience, skills, registration status; market conditions; and business needs. RBC's compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that: · Drives RBC's high-performance culture · Enables collective achievement of our strategic goals · Generates sustainable shareholder returns and above market shareholder value Inclusion and Equal Opportunity Employment RBC is an equal opportunity employer committed to diversity and inclusion. We are pleased to consider all qualified applicants for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, protected veteran status, Aboriginal/Native American status or any other legally-protected factors. Disability-related accommodations during the application process are available upon request. Job Skills Additional Job Details Address: TWO EMBARCADERO CENTRE, 2 EMBARCADERO CENTER:SAN FRANCISCO City: San Francisco Country: United States of America Work hours/week: 40 Employment Type: Full time Platform: Job Type: Student/Coop (Fixed Term) Pay Type: Salaried Posted Date: 2025-11-03 Application Deadline: 2026-01-30 Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above Inclusion and Equal Opportunity Employment At RBC, we believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all. Join our Talent Community Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you. Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
$110k yearly Auto-Apply 50d ago
Investment & Corporate Banking - Technology, Media & Telecommunications (TMT), Analyst (San Francisco)
Mizuho Financial Group
Finance advisor job in San Francisco, CA
U.S. Investment & Corporate Banking Analysts are directly involved in the design, origination, structuring and execution of financial advisory, global capital markets, financial risk management, structured & syndicated finance, and other global products and services for existing and prospective clients. An Analyst is expected to understand the implications, identify key industry and product trends and provide input on pitch and deal material to enhance the ultimate deliverable. Analysts are assigned to a variety of projects and are given a broad range of responsibilities, some of which include: * Conduct extensive quantitative economic, industry and company research and analysis * Conduct and model a broad range of corporate finance alternatives and due diligence for client transactions including M&A, strategic alternatives, capital structure development, acquisition finance and syndicated loan and capital market financing * Evaluate risk/return parameters of financing transactions * Financial modeling, valuation, comparable & relative value analyses and market-specific analysis * Facilitate and coordinate product group idea generation and solutions development across a broad platform of global capabilities * Draft client pitches and marketing materials including M&A, syndicated bank financing, public/private debt & equity capital markets, and other internal documentation by coordinating internal and external resources * Assist in financing structuring, underwriting transaction evaluation, preparation, due diligence and execution * Assist in the development and continued cultivation of client relationships Qualifications: * Bachelor's degree from a top tier university with demonstrated work experience in corporate finance, investment banking, consulting or a similar field * Knowledge of corporate finance, securities, financial markets and risk & pricing analysis * Must have experience in the general TMT sector * Aptitude to synthesize large amounts of information and develop innovative ideas and/or product solutions * Ability to manage multiple projects simultaneously * Ability to work under pressure and adhere to tight deadlines * Strong written and oral communication skills and ability to convey ideas * Creativity and intellectual curiosity * Ability to work independently and must be able to work effectively in a team environment * Advanced proficiency with FactSet, CapitalIQ, Bloomberg, Microsoft Office * Series 79 & 63 The expected base salary ranges from $110K - $130k. Salary offers are based on a wide range of factors including relevant skills, training, experience, education, and, where applicable, certifications and licenses obtained. Market and organizational factors are also considered. In addition to salary and a generous employee benefits package, successful candidates are eligible to receive a discretionary bonus. #LI-Onsite Greenhill & Co., Inc., part of Mizuho Americas, is focused on providing financial advice on significant mergers, acquisitions, restructurings, financings and capital raising to corporations, partnerships, institutions and governments globally. It acts on behalf of clients throughout the world from its offices in the Americas, EMEA, and APAC.
$110k-130k yearly Auto-Apply 60d+ ago

Learn more about finance advisor jobs

How much does a finance advisor earn in Vallejo, CA?

The average finance advisor in Vallejo, 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 Vallejo, CA

$65,000

$34,00010%

$65,000Median

$124,00090%

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

The biggest employers of Finance Advisors in Vallejo, CA are:

Bank of America

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Investment & Corporate Banking - Technology, Media & Telecommunications (TMT), Analyst (San Francisco)

Learn more about finance advisor jobs

How much does a finance advisor earn in Vallejo, CA?

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