Finance representative jobs in Petaluma, CA - 311 jobs

A leading HR and IT solutions provider in San Francisco is looking for a Strategic Finance Associate to support R&D teams. You'll be involved in financial modeling, supporting monthly closes, and preparing materials for executive reviews. Ideal candidates will have over 4 years of finance experience, particularly in high-growth tech environments. This in-office role offers a competitive salary, benefits, and equity, with pay ranging from $96,000 to $160,000 annually, depending on experience. #J-18808-Ljbffr

The simple task of buying software, services, or tools at work has become hopelessly complicated at even the most innovative companies in the world. Today, enterprises spend $120T+ per year globally (>30 times larger than annual consumer e-commerce spend) and rely on vendors more than ever before to run their businesses. Our cofounders started Zip in 2020 to address this seemingly intractable problem with a purpose-built procurement platform that provides a simple, consumer-grade user experience. Within the last 4 years, Zip has created a new category and developed the leading solution in this $50B+ TAM space. Today, the world's leading companies like OpenAI, Snowflake, Anthropic, Coinbase, and Prudential rely on Zip to manage billions of dollars in spend. We have a world-class team coming from category-defining companies like Airbnb, Meta, Stripe, Salesforce, Apple, and Google. With a $2.2 billion valuation and $370 million in funding from Y Combinator, Tiger Global, BOND, DST Global, and CRV, we're focused on developing cutting-edge technology, expanding into new global markets, and-above all-driving incredible value for our customers. Join us! Your Role We are seeking a Strategic Finance Associate to join our growing finance team, with a focus on Go-to-Market Finance. In this role, you will partner closely with GTM leaders to shape the revenue strategy of our business, build and maintain financial models, develop KPI frameworks, and deliver insights that influence investment decisions and growth priorities. This is a high-visibility, high-impact role where you will understand our full business at the driver level, and from that foundation drive resource allocation decisions and influence long-term strategy. This role is highly cross-functional and will help set targets and assess the ROI of projects across the Sales, Marketing, and G&A functions. What you'll do Design and own core financial models that support our annual plan, long-range forecast, and GTM strategy Partner with GTM leaders to set topline targets, evaluate resourcing decisions, and track performance against KPIs to dynamically influence strategic priorities and decision making Support executive decision-making by preparing high-quality board materials, investor updates, and leadership presentations Drive company-wide forecasting and reporting processes across revenue, expenses, headcount, cash flow, and retention metrics What you'll need 2+ years of private equity, investment banking, consulting, or similar experience Familiarity with technology / SaaS business models Excellent financial modeling and quantitative skills Extreme attention to detail and a high regard for precision Strong written and verbal communication Ownership mindset with the ability to collaborate across diverse teams and stakeholders SQL proficiency and experience using BI dashboard tools strongly preferred Experience in strategic finance at a high-growth technology company is a plus The salary range for this role is $120,000-$160,000. The salary for this position is determined based on a variety of job-related factors that may include location, relevant experience, education, or particular skills and expertise. Perks & Benefits At Zip, we're committed to providing our employees with everything they need to do their best work. 📈 Start-up equity 🦷 Full health, vision & dental coverage 🍽️ Catered lunches & dinners for SF employees 🚍 Commuter benefit 🚠 Team building events & happy hours 🌴 Flexible PTO 💻 Apple equipment plus home office budget 💸 401k plan We re looking to hire Zipsters and that means hiring people who take ownership, communicate openly, have an underdog mindset, and are excited to increase the pace of innovation for every business in the world. We encourage all candidates to apply even if your experience doesn exactly match up to our job description. We are committed to building a diverse and inclusive workspace where everyone (regardless of age, religion, ethnicity, gender, sexual orientation, and more) feels like they belong. We look forward to hearing from you! #J-18808-Ljbffr

Who are we? FalconX is a pioneering team of operators, investors, and builders committed to revolutionizing institutional access to the crypto markets. Operating at the intersection of traditional finance and cutting-edge technology, FalconX addresses the industry's foremost challenges: Navigating the digital asset market can be complex and fragmented, with limited products and services that support trading strategies, structures, and liquidity found in conventional financial markets. As a comprehensive solution for all digital asset strategies from start to scale, FalconX operates as the connective tissue empowering clients with seamless navigation through the ever- evolving cryptocurrency landscape. Senior Credit Trader As a Senior Credit Trader at FalconX, you will be instrumental in driving strategic growth and innovation within our credit business. This role demands a seasoned professional with a deep understanding of credit markets, investment banking, or crypto credit roles, coupled with an entrepreneurial spirit. You will lead mission-critical projects in a dynamic and rapidly evolving ecosystem, leveraging your expertise to achieve significant outcomes. Key Responsibilities: Strategic Leadership: Lead initiatives that bridge the credit team with customers, prospects, and internal teams, fostering collaboration to drive exponential growth. Change Agent: Utilize FalconX's platform to implement transformative changes and deliver impactful results in the credit trading space. Entrepreneurial Mindset: Adapt to various contexts and challenges, employing a diverse skill set to navigate complex market environments successfully. Collaborative Team Player: Work efficiently with both internal and external stakeholders to influence deliverables and achieve objectives through strong relationship building and teamwork. Project Management Excellence: Act as a valuable connector, bridging gaps and facilitating communication and collaboration across the organization to remove roadblocks and ensure project success. Effective Communication: Clearly articulate the credit team's priorities and timelines to the wider organization, ensuring alignment and understanding. Market Intelligence & Strategy: Continuously monitor market conditions, news, and economic indicators to inform trading strategies and decisions. Scaling Operations: Lead efforts in credit trading, booking trades, and reconciling discrepancies, while supporting the expansion of our trading book. Qualifications: Extensive Experience: 5+ years of experience in financial analysis, investment banking, risk management, trading, or credit analytics, with a proven track record of success. Crypto Expertise: Previous work experience in the crypto industry, with a strong understanding of crypto lending and credit products. Loan Management Systems: Demonstrated experience in building and managing loan management systems. Relationship Management: Expertise in managing relationships with a focus on credit products, enhancing client engagement and satisfaction. Risk Management Acumen: Strong sense of risk management, particularly in operating a crypto lending business, ensuring sound decision-making and compliance. Presentation Skills: Ability to produce and present credit-related materials to both internal and external stakeholders effectively. Process Improvement: Proven ability to work with internal teams to streamline processes and improve efficiency in deal execution. The base pay for this role is expected to be between $162,000 to $219,000 level in the New York City Area. This expected base pay range is based on information at the time this post was generated. This role will also be eligible for other forms of compensation such as a performance linked bonus, equity, and a competitive benefits package. Actual compensation for a successful candidate will be determined based on a number of factors such as location, skillset, experience, qualifications and the level at which the candidate is hired. Notice at Collection and Privacy Policy Applicants located in California and/or applying to a role based in California, please refer to our Notice at Collection and Privacy Policy here. Inclusivity Statement FalconX is committed to building a diverse, inclusive, equitable, and safe workspace for all people. Our roles are intended for people from all walks of life. We encourage all those interested in applying to our organization to submit an application regardless if you are missing some of the listed background requirements, skills, or experiences! As part of our commitment to inclusivity, FalconX would like to acknowledge that the EEOC survey has limited potential responses that you can select. For legal reasons, FalconX must use this language to align with federal requirements, however, we want to ensure that you are able to provide a response to our own voluntary survey questions about your identity that best aligns with your most true self. FalconX is an equal opportunity employer and will not discriminate against an applicant or employee based on race, color, religion, national origin, ancestry, ethnicity, sex (including gender, pregnancy, sexual orientation, and gender identity), age, physical or mental disability, veteran or military status, genetic information, citizenship, or any other legally-recognized protected basis under federal, state, or local law. Applicants with disabilities may be entitled to reasonable accommodation under the Americans with Disabilities Act and other applicable state or local laws. A reasonable accommodation is a change in the way things are normally done which will ensure an equal employment opportunity without imposing undue hardship on FalconX. Please inform FalconX's People team at *********************, if you need assistance with participating in the application process. #J-18808-Ljbffr

About Mercor Mercor is at the intersection of labor markets and AI research. We partner with leading AI labs and enterprises to provide the human intelligence essential to AI development. Our vast talent network trains frontier AI models in the same way teachers teach students: by sharing knowledge, experience, and context that can't be captured in code alone. Today, more than 30,000 experts in our network collectively earn over $1.5 million a day. Mercor is creating a new category of work where expertise powers AI advancement. Achieving this requires an ambitious, fast‑paced and deeply committed team. You'll work alongside researchers, operators, and AI companies at the forefront of shaping the systems that are redefining society. Mercor is a profitable Series C company valued at $10 billion. We work in‑person five days a week in our new San Francisco headquarters. About The Role As we scale, we're building out a Strategic Finance team to elevate how we plan, allocate resources, and assess performance across the business. This role will help shape a finance function in rapid‑growth mode and directly influence product strategy, investment decisions, and long‑term planning. You will own the financial health of key product lines and customers, including through forecasting, budgeting, market analysis, and full P&L ownership. You'll partner closely with GMs, product leaders, and executives, bringing analytical rigor, clear communication, and strong judgment. This role is ideal for someone who enjoys building from scratch, thrives in ambiguity, and wants outsized scope early in their career. Key Responsibilities Own product‑line P&Ls: Manage revenue, margins, opex, and unit economics with a clear view into performance drivers. Serve as the primary finance partner: Support GMs and product stakeholders with analysis, insights, and financial guidance. Lead forecasting, planning & financial modeling: Build revenue models, size opportunities, and contribute to quarterly and annual plans. Develop budgets and manage operating expenses: Create product‑level budgets, monitor spend, and identify risks and opportunities. Support capital allocation decisions: Evaluate returns on product investments, pricing changes, and operational initiatives. Surface insights for leadership: Translate data into recommendations that shape product and company strategy. Improve financial reporting and processes: Enhance dashboards, workflows, and systems to increase accuracy and scalability. What We're Looking For 2-5 years of relevant experience in investment banking, private/growth equity, consulting, or strategic finance at a high‑growth tech company. Strong analytical and modeling skills, with comfort working with incomplete or complex data. High ownership and execution, able to run workstreams end‑to‑end in a fast‑paced environment. Clear communicator and cross‑functional partner who can synthesize insights and influence decisions. Process‑oriented and adaptable, with interest in building and improving systems and workflows. #J-18808-Ljbffr

Our Mission Reflection's mission is to build open superintelligence and make it accessible to all. We're developing open weight models for individuals, agents, enterprises, and even nation states. Our team of AI researchers and company builders come from DeepMind, OpenAI, Google Brain, Meta, Character.AI, Anthropic and beyond. Role Overview We're looking for a Strategic Finance Associate. In this role, you will be an early joiner helping us mature the foundations of our finance function. You will be both strategic and operational - comfortable both being a thought partner on strategic-level capital allocation decisions and running operational processes. What You'll Do Own and refine our financial model and forecasts for leadership and external parties (e.g. investors) Negotiate and manage new vendor contracts to support our research, GTM, and operations orgs Financial analyses to support strategic-level decisions - partnership structuring, large vendor contracts, GTM incentives design etc Uplevel our governance and administration of employee expense programs and AP across our US and UK entities Run cash positioning and treasury reporting Coordinate outsourced partners for monthly close and bookkeeping Set up and administer finance tooling to ensure our financial operations are fit for purpose as our organization and operations scale What We're Looking For 2 - 5 years of experience in management consulting, investment banking, private equity, strategic finance at a high-growth startup, or similar Deep experience with financial modelling, and accounting literacy Exceptional communication and relationship management skills across varied stakeholders Ability to navigate ambiguity, take initiative, and operate independently Willingness to get their hands dirty running, improving, and owning operational processes across finance subfunctions A genuine interest in Reflection's mission and the evolving AI ecosystem What We Offer: We believe that to build superintelligence that is truly open, you need to start at the foundation. Joining Reflection means building from the ground up as part of a small talent-dense team. You will help define our future as a company, and help define the frontier of open foundational models. We want you to do the most impactful work of your career with the confidence that you and the people you care about most are supported. Top-tier compensation: Salary and equity structured to recognize and retain the best talent globally. Health & wellness: Comprehensive medical, dental, vision, life, and disability insurance. Life & family: Fully paid parental leave for all new parents, including adoptive and surrogate journeys. Financial support for family planning. Benefits & balance: paid time off when you need it, relocation support, and more perks that optimize your time. Opportunities to connect with teammates: lunch and dinner are provided daily. We have regular off-sites and team celebrations. #J-18808-Ljbffr

Equitable Advisors is dedicated to making a positive impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships that help people achieve meaningful financial wellness. In total, Equitable Advisors serves 2.4 million clients nationwide. Our mission is simple: to make a difference in the lives of others. If you are passionate about helping individuals and families reach their financial goals, Equitable Advisors offers a structured path to becoming a wealth manager through licensing and employment. Role Highlights Client Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress tracking Financial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidance Product and Service Consultation: Discuss financial products and services tailored to clients' unique situations Location: In-office presence required Work-Life Balance: Flexible schedule to maximize productivity and personal time Qualifications Skills & Experience Education: Bachelor's degree or equivalent skills and work experience Licensing: State Life & Health, SIE, Series 7, Series 66 Personal Attributes: values-driven with a track record of success and accomplishment Communication Skills: excellent interpersonal and communication abilities with strong self-confidence Mindset: entrepreneurial spirit with a desire to positively impact others' lives Collaboration: ability to work with and learn from top performers Work Authorization: must be authorized to work in the United States Training & Development FINRA Sponsorship: provided for required FINRA licensing Preliminary Employment Period (PEP): comprehensive 120-day hands‑on training Virtual University: access to Equitable Advisors' Virtual University for continuous learning Mentorship: opportunities for joint work and mentorship Personalized Coaching: Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable insights and support to help you succeed Leadership Development: access to Leadership Development School for those with management ambition Professional Growth: encouragement to pursue professional designations such as CERTIFIED FINANCIAL PLANNER™ (CFP ), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic Financial Coach program Sign‑On Payment Eligibility: $250‑$1,000 after signing the PEP agreement, based on a 120‑day timeline for successful completion of company‑sponsored required FINRA licenses and registrations. Stable Pay: After successfully completing PEP, you will be eligible to become a 20th Edition financial professional. Equitable Advisors supports you with biweekly stable pay for up to your first 24 months as a financial professional, empowering you to establish your career in wealth management. Stable pay is based on a structured 40‑hour workweek with $39,000 annually. Commissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus. Benefits Eligibility: Eligible financial professionals can participate in our comprehensive benefits programs including health, dental and vision, 401(k); Employee Stock Purchase Plan (ESPP); disability; life Insurance; and Transportation Reimbursement Incentive Program (TRIP), each subject to the terms and conditions of the applicable program, as may be in effect from time to time. Our Impact & Culture Equitable Advisors is committed to making a difference in the lives of its people and their communities. We value diversity and inclusivity, offer wellness programs and employee resource groups. Our commitment to being a Force for Good is reflected in programs like "1,000 Hours of Giving Back," sponsored by our Women's Network, and “Equitable Excellence,” which awards 200 college scholarships annually. Join us to be part of a workplace culture dedicated to social impact and community engagement. We are always seeking to attract top talent and expand our community of Financial Professionals. This position is part of our ongoing recruitment efforts, and applications are welcome at any time without a set deadline ensuring that we remain open to exceptional candidates whenever they are ready to apply. Equitable Advisors, LLC, member FINRA, SIPC, (Equitable Financial Advisors in MI and TN) and affiliate, Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.) Equitable Advisors, LLC (Equitable Financial Advisors in MI & TN) is an equal opportunity employer. M/F/D/V. GE-7814315.1(4/25)(Exp.4/29) #J-18808-Ljbffr

A prominent financial institution in San Francisco seeks a Client Relationship Consultant. The role involves fostering customer relationships through proactive communication and a digital-first approach. Responsibilities include understanding clients' banking needs, recommending solutions, and educating them on available products. Ideal candidates will have experience in retail banking and excellent interpersonal skills. Join us to support our community in making informed financial decisions. #J-18808-Ljbffr

A leading financial institution is seeking a Private Client Office Banker in San Francisco, CA. The role involves managing the client experience through personalized, white-glove service across all delivery channels. Responsibilities include resolving issues for clients, performing banking transactions, and providing tailored financial solutions. Ideal candidates have over 5 years of experience with affluent clients and possess strong analytical skills. This position offers competitive salary and comprehensive benefits. #J-18808-Ljbffr

NOW Accepting Applications for Prop Trading Professionals Considering an exciting new career as a professional trader? T3 Trading Group, LLC (****************** is a Registered SEC Broker-Dealer & Member of FINRA/SIPC. We are recruiting hardworking, entrepreneurial entry level-traders for remote positions in our nationwide Trading Group. Trading with T3TG Our goal is to help every trader maximize their potential through: In-depth education in technical analysis, tape reading, money management, market psychology, and other essential topics Cutting edge technology including access to multiple trading platforms, ‘dark' and ‘lit' execution venues, plus black box/algorithmic systems Daily trading reviews with experienced traders for individualized help An open and friendly team environment A competitive payout structures Required Qualifications College degree with a competitive GPA Passion for financial markets Strong analytical skills Team-oriented mentality A focused, entrepreneurial personality Experience in sports or other competitive endeavors like gaming preferred but not required Prior trading experience is not required Professional Trading Benefits As a professional trader with T3TG you get: Access to firm capital for superior leverage to traditional retail brokerage accounts. A community of like-minded seasoned professionals to trade alongside. Avoidance of traditional retail restrictions such as the Pattern Day Trader (PDR) rule and short sale restrictions. Access additional capital and potential full-backing based on your performance. Regulatory Requirements To trade the firm's capital, equities and options traders must pass the Securities Industry Essentials (SIE) and Series 57 top off exams to obtain the Securities Trader Representative registration. We are happy to sponsor all qualified candidates to take the exams. Additionally, all traders must complete FINRA Registration paperwork and applicable background checks. About T3TG T3 Trading Group, LLC, a unit of T3 companies, is a Registered SEC Broker-Dealer and Member of FINRA/SIPC. Established in 2007 and registered in 2010, it holds licenses in 53 U.S. States and Territories. T3's office headquarters is located at 88 Pine Street in the heart of New York City's famed financial district. Please Note: Proprietary trading is not for everyone. However, it can be a great fit for entrepreneurial spirits with superior work ethic and discipline. Historically, we have sponsored H1B visas on a case-by-case basis and generally require 12 months remaining on any OPT Visa. How to Apply If interested, please contact Paolo Fontana at ************ or ***************************

As a Vice President in Investment Banking, 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 VP level experience in Healthcare Investment Banking 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

Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At the Walnut Creek - Northwestern Mutual, we are dedicated to fostering a culture of professionalism, planning, prospecting, and purpose. Guided by our core values, we strive to grow through meaningful relationships and referrals while making a lasting impact in our community. Our team is deeply invested in promoting diversity, equity, and inclusion through leadership development, education, and field advisory councils, ensuring that every advisor and team member feels supported and empowered. Beyond the office, we proudly sponsor and support a variety of local organizations and events including Walnut Creek Girls Hockey, Toys for Tots, Oakland Pride, and the Walnut Creek Chamber of Commerce, contributing more than $11,600 to community initiatives. By valuing growth, inclusion, and service, Walnut Creek is building a strong foundation for advisors to thrive and for clients to achieve lasting financial security. Our thriving office is located at: 2121 N. California Blvd Ste. 620 Walnut Creek CA 94596 A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Our Local Team: Rachel Moniz Managing Director: Time with NM: 17 years. Prior Experience: Rachel had a career in financial services at previous company, managing the Global Privacy Breach Notification Program before transitioning to Northwestern Mutual, where she has been a strong leader and mentor. Passionate About: Dedicated to womens rights and focused on building an inclusive, purpose-driven culture that helps people thrive both personally and professionally. She values spending time with her two daughters. Austin Nichols Wealth Management Advisor: Time with NM: 8 years. Prior Experience: Former professional basketball player who carried his discipline and competitive spirit into his career in financial planning. Passionate About: Austin values family above all and enjoys staying connected to sports, both as a participant, fan and coach. Michelle Peterson Financial Advisor: Time with NM: 2.5 years. Prior Experience: First starting as an intern at Northwestern Mutual, then after graduating went into elementary school teaching, then moved into corporate sales, where she developed strong client relationship and communication skills, and then ultimately moved back into the finance space where she is on an ensemble team with her father and brother. Passionate About: Michelle is active in her church community, loves spending time with her family, and enjoys playing golf in her free time. Alex Icaza Financial Advisor: Time with NM: 3 years. Prior Experience: Started his career at Northwestern Mutual after graduating, however during college was president of nonprofit groups, thus instilling his desire to create impact through service. Passionate About: Alex is dedicated to financial advising and helping families plan for the future, while also supporting nonprofits and spending meaningful time with his family. Matt Langseth - Financial Advisor: Time with NM: 5 years. Prior Experience: Was a collegiate athlete at Cornell University where he played baseball. Then worked for the Athletic As in sales before transitioning to Northwestern Mutual. Passionate About: Matt is active in his church, values time with his wife and son, while making sure to hangout with friends on the golf course. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is preferred. Experience: Previous experience in financial services, insurance, or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Retirement Benefits: Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Rachel Moniz is a Managing Director for NM and is not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

At Tanius we have a high standard. Our people come in each day ready to work hard, adapt to new challenges, and find solutions. We are looking for motivated individuals to develop and run trades. Your role will include training on the Tanius platform of tools for trading and risk management, deep tick by tick research guis, historical tick databases available for python research, and clusters for large scale simulation and optimization. This position will be tailored to employ your strengths. We are looking for self-starters with a passion for trading. No trading experience is necessary, but a track record of persistence and accomplishing hard things is what are are looking for. We will provide training and mentorship to get you ready for your role. Trading is a high pressure environment, in which we take risk management and compliance with regulations at the core of what we do. This is an on premise position in Alamo, CA. Remote options for this role will not be considered. Qualifications Bachelor's degree in Finance, Economics, Mathematics, Computer Science, or a related field. Experience or interest in programming (Excel, Python etc) Strong interest in financial markets and trading. Strong communication and interpersonal skills. High level of attention to detail and accuracy. Ability to work well in a team and under pressure. Self-motivated with a strong desire to learn and succeed. Benefits Competitive salary with performance-based bonuses. Comprehensive health insurance. Paid time off and holidays. Collaborative and innovative work environment.

Job DescriptionBenefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At Northwestern Mutual San Francisco, we are a Top 10 Network Office recognized nationally for both our excellence in advisor development and our leadership in diversity, equity, and inclusion. Our mission is to grow both our advisors and our clients with intention, creating lasting financial security through a culture of highly educated, integrated planning. We are proud recipients of honors such as the 2025 WealthManagement.com Industry Awards DEI Finalist, the Gen Impact Awards Top 3 Diversity & Inclusion Council recognition, the 2024 Northwestern Mutual Diversity & Inclusion Excellence Team Award, and Forbes Best-In-State Top Financial Security Professionals list. We pair this commitment to inclusive growth with best-in-class training, earning the prestigious APEX Award from Training Magazine for our innovative, data-driven learning and leadership development programs. Beyond our office, we invest in the communities we servesupporting local initiatives, funding advisor-led impact programs, and engaging through dedicated field advisory councils that represent and advocate for diverse voices. Here, new Financial Representatives join a collaborative, purpose-driven environment where professional excellence and community impact go hand in hand. Our thriving office is located at: 600 Montgomery Street, Suite 1600, San Francisco, CA 94111 A Glance at Northwestern Mutual (NM): Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security. Meet Our Local Team: Michael Byrne Managing Partner: Time with NM: 18 years. Prior Experience: Started at Northwestern Mutual as a college intern while attending Maryville University of St. Louis, later serving as Field Director, Assistant Regional Manager, and ultimately being appointed Managing Partner. Passionate About: Lives with his wife and their three children, and three King Charles CavaliersRuby, Henry, and Quincy. Enjoys spending time at home and in Tahoe with his family, attending Giants games, and taking motorcycle trips across the country with friends. Marlin Adams District Director & Financial Advisor: Time with NM: 15 years. Prior Experience: Began as a Northwestern Mutual intern in January 2010 while at California State East Bay. Became a full-time Financial Advisor in June 2010, later serving as Field Director and Growth & Development Director before becoming District Director in 2022. Passionate About: A Bay Area native, married to his high school sweetheart. Enjoys traveling with their two children, is an avid Golden State Warriors fan, spends holidays at their lake house in Clearlake, and coaches cross country. Known as the essential commissioner of the office fantasy football league. Anisa Henry Financial Advisor: Time with NM: 2 years. Prior Experience: Earned a BFA in Theatre Performance from Western Michigan University, receiving extensive training in acting, voice, and dance, and showcasing in New York City for agents and casting directors. Passionate About: A second-generation San Francisco native with a love for theater, dining out, and experiencing all that the city has to offer. Giordano Salvetti Financial Advisor/Growth & Development Director: Time with NM: 5 years. Prior Experience: Graduated from Sonoma State University with a degree in Economics. Worked as a representative, selling wine and spirits, and has experience as an intern. Passionate About: Second-generation San Francisco native from the North Beach neighborhood. Loyal fan of the 49ers, Giants, and Warriors. Enjoys family time in Lodi, golf trips with friends, and time with his cat Bonnie and fiance, whom he met at NM. About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions. Key Responsibilities: Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns. Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement. Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income. Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances. Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations. Qualifications: Education: A bachelor's degree is preferred. Experience: Previous experience in financial services, insurance, or business development is beneficial but not required. Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients. Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available). Benefits: Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications. Income Potential: Competitive compensation structure including performance incentives, with no ceiling. Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors. Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals. Retirement Benefits: Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future. Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Michael Byrne is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries. Flexible work from home options available.

Please note that applications will be assessed on a rolling basis. Due to anticipated interest, the role may close earlier than the stated deadline. We recommend submitting your application promptly. The advertised closing date is 20 February 2026. Our 10-week summer intern program provides real-life experience in a collaborative and inclusive environment. Over the course of your internship, you will gain exposure to leaders, cultivate your business knowledge, work on projects that directly impact the business you support, and network in a welcoming atmosphere. Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance offers employees the opportunity to grow and develop personally and professionally in a flexible work environment designed to support individual needs. As you spend the summer with us, learning and growing, you'll also spend time getting to know your fellow interns during team building exercises. With access to our Business Resource Networks - which includes the Black Employee Network, Young Professionals Network, PRIDE Network - you will increase your own sense of belonging and engage in important networking and development opportunities. Embark as an intern with us this summer and lay the foundation for your future. About the Role The Ameriprise Advisor Group (AAG) includes approximately 2,000 financial advisors and more than 800 operations partners across 160 branch offices in the U.S. AAG supports the practice of financial advisors who help clients plan to achieve their dreams and financial goals. We have dedicated leaders and operations partners focused on driving profitable growth in financial advisor practices. Obtain financial industry experience through direct Ameriprise Advisor Group (AAG) branch support and project work. During the internship you will obtain your Securities Industries Essentials (SIE) license. Key Responsibilities: Responsibilities vary depending on assigned projects(s) and may include: * Coordinate with leaders to create and manage project plans and deliverables for advisors and internal stakeholders * Gather data to track progress versus goal on key projects and send follow up communications * Partner with leaders to execute the branch marketing programs * Client relationship management by establishing new clients with Ameriprise, including introduction to the digital experience, addressing client service requests, and assisting in preparation or follow-up to meetings Examples of past intern projects include: * Evaluate social media engagement results for the branch to create a proposal for improvement * Assess new client onboarding approach across the branch to create a proposal for increased consistency * Review client acquisition, marketing and event strategy and execution across the branch and collaborate with branch leaders to improve results * Analyzing the advisor insights across their client base to identify opportunities within the book of business Required Qualifications: * Current Junior at a 4-year university pursuing a bachelor's degree in Business Administration/Management, Finance, Financial Planning, Economics, Marketing, Communications, Business Analytics, or related field * Graduation date of December 2026 or May/June 2027 Preferred Qualifications: * High degree of self-motivation with strong integrity and ethics * Proven organization skills and ability to manage time effectively * Excellent communication, interpersonal, and presentation skills * Ability to work and communicate collaboratively and constructively with others * Proficient with Microsoft Office Suite The company does not offer corporate undergraduate internships for students with F-1 visas. About Our Company We're a diversified financial services leader with more than $1.5 trillion in assets under management, administration and advisement as of 2024. With our team of more than 20,000 people in 20 countries, we advise, manage and protect assets and income of more than 3.5 million individual, small business and institutional clients. We are a longstanding leader in financial planning and advice, a global asset manager and an insurer. Our unwavering focus on our clients and strong financial foundation connects each of our unique businesses - Ameriprise Financial, Columbia Threadneedle Investments and RiverSource Insurance and Annuities. Here, we foster meaningful careers, invest in the future, and make a difference for clients, institutions and communities around the world. Base Pay Salary The hourly rate for this role is $23 per hour. We have a pay-for-performance compensation philosophy. Your initial total compensation may vary based on job-related knowledge, skills, experience, and geographical work location. In addition, most of our roles are eligible for variable pay in the form of bonus, commissions, and/or long-term incentives depending on the role. We also have a competitive and comprehensive benefits program that supports all aspects of your health and well-being, including but not limited to vacation time, sick time, 401(k), and health, dental and life insurance. Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, national origin, genetic information, age, sexual orientation, citizenship, gender identity, disability, veteran status, marital status, family status or any other basis prohibited by law. Full-Time/Part-Time Full time Exempt/Non-Exempt Non-Exempt Job Family Group Human Capital Line of Business AAG Ameriprise Advisor Group

Financial Services Representative REPORTS TO: Branch Manager SALARY RANGE: Level 14 PRIMARY FUNCTION: Assist members with their financial needs and promote/sell all credit union products and services. Duties include opening new accounts, accepting and processing loan applications and answering general membership inquiries. DUTIES AND RESPONSIBILITIES: ~ Provide quality service to members and other employees ~ Provide explanation for all types of new share and loan accounts. ~ Cross-sell all credit union products and services. ~ Establish or make changes for payroll deductions and/or direct deposits. ~ Provide account balance information. ~ Preform account maintenance, including name changes names, addresses, telephone numbers and add joint owners ~ Mail out loan applications, rate sheets and other pertinent information. ~ Open sub savings accounts and money market accounts. ~ Accept and review consumer and auto loan applications for completeness. ~ Process mail and answer phones. ~ Perform other duties as assigned. PREREQUISITES FOR POSITION EDUCATION AND EXPERIENCE: Minimum of an Associate of Arts degree. One year previous experience with a financial institution in a consumer lending or new accounts position preferred. SKILLS AND QUALIFICATIONS: A thorough knowledge of credit union financial products, services, policies and procedures. Ability to provide prompt and professional service. Proficient in the operation of office equipment, i.e., calculator, computer and typewriter. Must possess excellent verbal and written communication skills. Must be available to work overtime. Depending on operational need, branch location will vary and work hours may be scheduled Monday through Saturday.

To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeting. Act as a catalyst for the promotion and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial planning needs to NFIS Financial Advisors when needed. Proven ability to prospect and grow and established book of business Ability to generate GDC based on defined thresholds within a specified period of time FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90 days of hire) Effective analytical, decision-making, problem-solving and organizational skills Exercises initiative using good judgment to make sound decisions Effective interpersonal, verbal, and written communications skills Effective planning, organizational, time management and problem-solving skills Effective skill building relationships through rapport, trust, diplomacy, and tack Effective skill exercising initiative and using good judgment to make sound decisions Effective skill presenting findings, conclusions, alternatives, and information clearly and concisely Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes Ability to obtain appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm Experience in business development to include market strategy, product demonstration and promoting products and services Experience consulting with customers to assess their financial status and identify investment needs Effective knowledge of investment and insurance products Effective knowledge, to interpret industry related laws and government regulations Proficiency with PCs and spreadsheet, database, word processing applications, CRMs and financial analysis software Understanding of economic and accounting principles, practices, financial markets, banking, analysis, and reporting of financial data Desired Qualifications Bachelor's degree in Business Administration, Finance or Management or related discipline or related professional experience Knowledge of Navy Federal/NFFG organization, programs, policies and, procedures Desire to pursue relevant financial services designation Hours: Monday - Friday, 9:00 AM - 5:30 PM Hybrid Location: 2040 Harbison Drive Ste E, Vacaville, California 95687 Total Cash Compensation: Base Pay Range ($66,560-$75,000) + Variable Compensation Pay + Annual Incentive This position is eligible for the TalentQuest employee referral program. If an employee referred you for this job, please apply using the system-generated link that was sent to you. Actively engaged within assigned branch territory to establish and build relationships for member growth and engagement Conducts local seminars and member engagement events to grow book of business Partners with Wealth Advisor in assigned territory to segment book of business based on member needs and complexity Provide investment industry expertise to client investment consultations and servicing of life insurance and full suite of investment products Administer and document account activity and execution in accordance with NFFG process and procedures and FINRA, NASAA, SEC regulations Conduct review of accounts to communicate account status, explain activities and inform clients of new offerings Develop an internal pipeline for smaller dollar volume, and less complex, accounts in compliance with Navy Federal and NFIS policies and procedures Establish, maintain, and develop business relationships with members and internal/external sources Execute customer and broker purchase/sales orders of securities for current/new clients Identify prospective participation partners/opportunities through prospect calling, networking, and leveraging existing participation business Keep current with legislative and industry updates to identify areas for market growth/opportunities, and/or potential concerns impacting NFIS clients and/or business environment Monitor accounts to ensure accurate processing, identify discrepancies, errors/concerns and take remedial actions Monitor, track and report performance of individual sales plans and assigned strategies for leadership Participate in site audits of registered duties, ensuring documentation and processes comply with Navy Federal standards and FINRA, NASAA, SEC and other regulatory agencies Prepare standard/special reports required by FINRA, NASAA and SEC, and participate in industry and/or internal audits Perform other duties as assigned or appropriate

The simple task of buying software, services, or tools at work has become hopelessly complicated at even the most innovative companies in the world. Today, enterprises spend $120T+ per year globally (>30 times larger than annual consumer e-commerce spend) and rely on vendors more than ever before to run their businesses. Our cofounders started Zip in 2020 to address this seemingly intractable problem with a purpose-built procurement platform that provides a simple, consumer-grade user experience. Within the last 4 years, Zip has created a new category and developed the leading solution in this $50B+ TAM space. Today, the world's leading companies like OpenAI, Snowflake, Anthropic, Coinbase, and Prudential rely on Zip to manage billions of dollars in spend. We have a world-class team coming from category-defining companies like Airbnb, Meta, Stripe, Salesforce, Apple, and Google. With a $2.2 billion valuation and $370 million in funding from Y Combinator, Tiger Global, BOND, DST Global, and CRV, we're focused on developing cutting-edge technology, expanding into new global markets, and-above all-driving incredible value for our customers. Join us! Your Role We are seeking a Strategic Finance Associate to join our growing Strategic Finance team, with a focus on Product finance. In this role, you will work closely with Product, Engineering, and GTM leaders to shape the financial strategy of our business. You will build and maintain financial models, develop KPI frameworks, and deliver insights that influence product investments and growth priorities. This is a high-visibility, high-impact role where you'll play a critical part in connecting product strategy with financial outcomes, supporting long-range planning, and influencing decisions at the executive and board level as Zip continues to scale. What you'll do Design and own core financial models that support our annual plan, long-range forecast, and multi-product growth strategy Partner with Product, GTM, and Operations leaders to set topline targets, evaluate roadmap investments, and align on strategic priorities across the business Build and maintain KPI frameworks that track product performance and sales efficiency, creating a holistic view of business performance to guide resource allocation decisions Support executive decision-making by preparing high-quality board materials, investor updates, and leadership presentations Drive company-wide forecasting and reporting processes across revenue, expenses, headcount, cash flow, and retention metrics What you'll need 2+ years of private equity, investment banking, consulting, or similar experience Experience in strategic finance at a high-growth technology company is a plus Familiarity with technology / SaaS business models Excellent financial modeling and quantitative skills Extreme attention to detail and a high regard for precision Strong written and verbal communication Ownership mindset with the ability to collaborate across diverse teams and stakeholders The salary range for this role is $120,000-$160,000. The salary for this position is determined based on a variety of job-related factors that may include location, relevant experience, education, or particular skills and expertise. Perks & Benefits At Zip, we're committed to providing our employees with everything they need to do their best work. 📈 Start-up equity 🦷 Full health, vision & dental coverage 🍽️ Catered lunches & dinners for SF employees 🚍 Commuter benefit 🚠 Team building events & happy hours 🌴 Flexible PTO 💻 Apple equipment plus home office budget 💸 401k plan We're looking to hire Zipsters and that means hiring people who take ownership, communicate openly, have an underdog mindset, and are excited to increase the pace of innovation for every business in the world. We encourage all candidates to apply even if your experience doesn't exactly match up to our job description. We are committed to building a diverse and inclusive workspace where everyone (regardless of age, religion, ethnicity, gender, sexual orientation, and more) feels like they belong. We look forward to hearing from you! #J-18808-Ljbffr

A pioneering AI company in San Francisco seeks a Strategic Finance Associate to support financial operations and strategic decisions. The ideal candidate will have 2 to 5 years of relevant experience in finance, excellent communication skills, and a strong commitment to the company's mission. This role offers competitive compensation, health benefits, and opportunities for professional growth as part of a small, talented team dedicated to advancing open superintelligence. #J-18808-Ljbffr

A leading financial institution is seeking a Private Client Banker to serve affluent clients in San Francisco. The role involves managing client banking relationships, actively acquiring new clients, and ensuring regulatory compliance. Ideal candidates will have at least one year of experience in banking or financial services, strong relationship-building skills, and excellent communication abilities. This position requires adherence to various regulatory requirements, including Dodd Frank. Join us to help make a difference in our clients' financial journeys. #J-18808-Ljbffr