Finance Representative Jobs in San Francisco, CA

Client: Elite Investment & Wealth Management Firm Roles: Family Office Advisors & Financial Planners (Experienced) UHNW True front-office UHNW SFO exposure. This isn't the backseat-you're driving strategy on tax planning, financial planning, estate structuring, investments, and advisory. You're not just pushing paper-you're building empires. Entrepreneurial spirit with collaborative mindset. ***Looking for experienced candidates only who have worked with 20MM-50MM+ Clientele*** Lead execution Family Office Advisors / Planners Must have experience with UHNW Families (20-50MM+) Whitespace to grow & access to Senior leadership/Prestigious clientele from day 1 Top tier comp/culture/benefits Feel free to apply below or shoot me a note, if appropriate. Dcohen@NLR.careers

Senior Financial Planner/Wealth Advisor About Sierra Pacific Financial Advisors Sierra Pacific Financial Advisors (SPFA) is a fast-growing SEC registered investment advisory firm (RIA) based in Pleasanton, CA. We specialize in providing comprehensive financial planning and tax-efficient investment management for executives and professionals in the IT and biotech industries. Our firm is built on the belief that everyone has the potential to achieve their defined success. We develop tailored financial strategies to help our clients optimize wealth so they can maximize their lives. Position: As a member of the SPFA team, this role has a direct impact on the lives of clients. The successful candidate will work on various analysis & planning projects and deepen relationships by delivering exceptional client experience. Potential career path to be a partner in the firm. Salary & Benefits: The base salary range for this position will be $130K-160K based on experience Bonus and revenue-sharing payout Health care and dental plan 401(k) and profit-sharing plan Partnership opportunity Professional work environment with excellent support staff Responsibilities: As a lead planner responsible for all aspects of the client's financial plan strategies and outcomes Create comprehensive financial plans and investment strategies (e.g. equity rewards analysis, retirement planning, insurance gap analysis, tax planning, concentrated stock position diversification, and wealth transfer & estate planning) Provide objective, unbiased financial advice by analyzing client needs and associated investment opportunities. Prepare planning updates, portfolio changes and reviews, and new opportunity identification. Manage client relationships, including ongoing and regular contact and communications. Research investment models and opportunities, maintain financial planning platform updates. Assist in business development activities, such as designing marketing strategy, making presentations, hosting podcasts & engaging various social events. Qualifications: 5 years of experience in the financial planning field with demonstrated ability to develop comprehensive financial plans and manage relationships for HNW clients. Bachelor's degree and CFP (Certified Financial Planner) designation is a must Proficiency in Microsoft Office, financial planning platforms, CRM (Redtail), and portfolio management software Experience building plans with eMoney is a must An enthusiastic, pro-active and client service-oriented attitude A self-starter who can work independently Excellent verbal and written communication skills Strong desire to learn and contribute in a team-oriented environment Strong analytical skills and ability to focus on details Organized, upbeat, efficient, positive, and outgoing personality Good entrepreneurial skills including leadership, management, creative thinking and problem-solving Willingness to work full-time schedule in Pleasanton office Qualified candidates will start the process by having a 15-30 minute zoom interview conducted by our consultant who is the hiring manager for this position. If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates will be asked to take assessments. We are an Equal Opportunity Employer.

Project Finance Associate - Renewable Energy (San Francisco | Solar Focused) We're seeking a Project Finance Associate to support the execution of a $5B+ annual financing platform for one of the nation's leading residential solar companies. This is a high-impact role ideal for candidates with strong analytical backgrounds and a passion for clean energy. You'll collaborate with senior leaders and top-tier institutional investors to structure and close tax equity, debt, and securitization transactions that accelerate solar adoption across the U.S. Role Responsibilities: Create and maintain financial models for portfolios of residential solar assets, evaluating project cash flows, IRRs, and return metrics. Support capital raises including tax equity, term loans, and securitizations by participating in deal structuring, documentation, and execution. Coordinate investor due diligence efforts by preparing analysis and responding to data requests across active and prospective transactions. Analyze project profitability and portfolio performance, providing insights for strategic planning and asset optimization. Collaborate cross-functionally with legal, accounting, engineering, asset management, and operations teams to ensure financing milestones are met. Support company-wide financial planning and decision-making through ad hoc reports, investment memos, and board-ready presentations. Ensure the accuracy of financial inputs in investor presentations, internal reports, and data rooms. Skills and Competencies: 1-5 years of experience in finance, ideally in investment banking, project finance, private equity, or capital markets. Advanced financial modeling skills and deep understanding of corporate finance, accounting, and valuation methodologies. Strong communication and presentation skills; able to interface confidently with internal stakeholders and institutional investors. Ability to manage multiple transactions simultaneously in a fast-paced, high-growth environment. Bachelor's degree in Finance, Economics, Business, or a related discipline. Passion for renewable energy and a desire to work on mission-driven projects. Must be authorized to work in the U.S.

*Must be in San Francisco Bay Area At Northwestern Mutual, Build a Business for Yourself, but Not by Yourself. Northwestern Mutual was named one of the World's Most Admired Companies in our industry by Fortune's annual survey in 2024 and ranked 111 by Fortune 500 , affirming we are among America's premier companies. For over 165 years, our Financial Advisors have helped clients through comprehensive and innovative financial planning, keeping them consistent and on track to meet their financial goals. As a Northwestern Mutual Financial Advisor, you'll build lasting relationships with your clients, help them achieve their financial goals, and help solidify your future, too. Through our award-winning training and development programs, career changers like yourself are assigned a mentor and receive ongoing support to help you build your career. Your hard work will be rewarded with opportunities for growth and unlimited income potential, including the chance to pursue a leadership role that offers growth opportunities through recruitment, development, and retention. At the San Francisco Bay Area Group (SFBAG), we value an inclusive and belonging workplace where everyone's unique viewpoints are respected. We strive to create a culture that reflects our communities and fosters an environment where everyone is welcomed, valued, and heard. See more about our commitment to Diversity and Inclusion: ******************************************************************** We Can Count on Our Financial Advisors To: Build a client base by growing relationships with your network Educate beyond training through sponsored licensing and knowledge of Northwestern Mutual financial products and market trends with support from our Training and Development Team. Influence and present clients with an integrated financial plan (insurance and investments) with expert perspectives and recommendations with support from our Financial Planning Team. Own your business's development and management as you master your craft. Maintain client relationships to review and update your client's financial goals. Within 1 Month, You'll: · Attend and graduate from our 16-day Financial Planning Academy · Work with our Development team to develop a business plan unique to you · Launch your website and digital presence with our Marketing team · Run client facing meetings with support from a mentor and seasoned Financial Advisors Within 3 - 6 Months, You'll: · Participate in your first monthly peer-to-peer study group in our San Francisco office · Build your clientele while working with individuals, families and businesses on personal insurance and investment planning · Pass your Series 6 or 7, and series 63 exams to fully registered · Qualify to attend NM'S Trailblazer Academy at our Headquarters in Milwaukee Within 6 months - 1 Year, You'll: · Impact at least 60 clients with integrated financial plans · Attend Regional and Annual Conferences · Leverage NM's Development Programs Benefits of Working with Northwestern Mutual: · Medical - High deductible and traditional co-pay plans available · Dental, Vision & Flexible Spending Accounts available · Retirement Package and Pension Plan funded by Northwestern Mutual · Life Insurance and Disability Income Insurance · Exceptional income potential that is directly related to your sales results and the relationships you develop with your clients. Financial representatives are compensated through commissions, renewals, and bonuses. (A verage uncapped annual earnings of $70K-$250K+; based on 2015-2022 company average for representatives in the first 3 years ) · Family Planning - Maternity, short-term disability, & adoption assistant available as well as access to family planning specialists · Wellbeing - A life assistance program that provides confidential and personalized content and tools to assist in all aspects of your life. · LGBTQ+ gender health services and transgender care · Study groups for insurance licensing, SIE, Series 6, Series 63 · Flexible work schedule & time off Your Areas of Knowledge and Expertise that Matter for this Role: · 4-year degree; or equivalent professional work experience · 3 or more years of experience in business or sales · Obtain your California Life, Accident and Health license within 30 days · Complete Securities Industry Essentials (SIE) exam within 60 days · Obtain securities license; Series 6 or 7 and Series 63 within 90 days · Entrepreneurial ambitions · History of success in relationship-building or client-facing roles · Excellent time-management skills · Desire for continuous learning and collaboration · Proficient critical thinking and communication competencies · General knowledge of Microsoft Office · Legal authorization to work in the US without sponsorship · Ability to be in the office to attend in-person meetings 3-5 days per week 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.

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. R ole HighlightsC lient Engagement: Build and nurture client relationships through networking events and portfolio management, ensure consistent communication and progress trackingF inancial Strategy Development: Understand clients' financial objectives and risk tolerance to devise personalized strategies, offering clear recommendations and guidanceP roduct and Service Consultation: Discuss financial products and services tailored to clients' unique situationsL ocation: In-office presence requiredW ork-Life Balance: Flexible schedule to maximize productivity and personal timeS kills & ExperienceE ducation: Bachelor's degree or equivalent skills and work experienceL icensing: State Life & Health, SIE, Series 7, Series 66P ersonal Attributes: values-driven with a track record of success and accomplishmentC ommunication Skills: excellent interpersonal and communication abilities with strong self-confidenceM indset: entrepreneurial spirit with a desire to positively impact others' livesC ollaboration: ability to work with and learn from top performersW ork Authorization: must be authorized to work in the United StatesT raining & DevelopmentF INRA Sponsorship: provided for required FINRA licensingP reliminary Employment Period (PEP): comprehensive 120-day hands-on trainingV irtual University: access to Equitable Advisors' Virtual University for continuous learningM entorship: opportunities for joint work and mentorshipP ersonalized 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 succeedL eadership Development: access to Leadership Development School for those with management ambitionP rofessional 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 C ompensation & BenefitsS ign-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. S table 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. C ommissions and Bonus: In addition to Stable Pay, financial professionals are eligible to earn commissions and bonus.B enefits 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. O ur Impact & CultureE quitable 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. W e 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.E quitable 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)

does NOT require any prospecting. We provide all the lead generation! Your Compensation Uncapped earning potential that includes a strong base salary plus a competitive bonus structure. Total Compensation includes $100,000 base salary plus an uncapped bonus potential and profit sharing. Target first year compensation is approximately $250k, with no prospecting required. Your Opportunity As a lead financial advisor, you will have a visible role within our firm. You will have the opportunity to work with new clients while also expanding the firm's existing client base. To succeed you will be eager, ambitious, coachable and competitive. This role presents a unique opportunity for you to grow professionally and personally. If you are results-driven and capable of delivering creative solutions, while also having the follow-through to own and implement them, this role will be a perfect fit for you. Why Us Veraz Advisors offers a compelling and clear vision, mission and purpose. Our values, culture and people comprise our biggest assets. Joining our team offers you the chance to demonstrate your skills while also gaining access to highly accomplished professionals. Our generous benefits package shows how much we value our team. Joining our firm provides you the chance to find your career home, once and for all. We value one another like family while performing as an elite team. You will have direct access to the company founders, who are focused on the success of every stakeholder, especially the team itself. They built the company with the mission to educate and serve, and have built a culture of truth, trust and a transparency. Your Responsibilities Prepare accurate financial plans and presentations for new and existing clients Provide financial planning advice and support to existing clients Cultivate relationships with new prospects introduced to you by the firm, up to 30 new qualified relationship introductions per month with no cost to you Increase firm's total assets under management and advisement Engage with prospects, clients and a staff in a manner consistent with the firm's culture, branding and standards The ideal candidate will deliver personalized investment solutions to help clients work toward their long-term financial goals. They should be comfortable creating financial plans and cross-checking work to ensure complete accuracy of information. Your Qualifications 2+ years of industry experience Strong understanding of the advisory business (planning, investments & insurance) Bachelor's degree in finance, business, accounting, administration or related field (preferred, not required) Series 65 Your Skills Excellent interpersonal and communication skills Excellent problem-solving skills High level of attention to detail Your Benefits Fully paid, comprehensive medical benefits (health, dental and vision) 401k, plus match and profit sharing Vacation Education/Training Reimbursements Fully paid Licensure and Continuing Education expenses

Associate II Danville, CA | In-Office | $80,000-$110,000 | Full-Time, Exempt Our client is looking for a motivated, experienced Associate to support their planning and operations team. This role is ideal for someone with 1-3 years of experience in financial services who's ready to take on more responsibility while continuing to learn and grow in a client-focused environment. You'll work closely with the full team to support financial planning, trading, investment proposals, and high-net-worth client service. What You'll Do: Manage operational tasks such as account setup, money movement, and performance reporting Input and interpret client financial and tax data to support planning Prepare investment proposals and financial plan updates Maintain CRM records and support all aspects of client service Collaborate across departments to improve processes and outcomes What You Bring: 1-3 years of experience in wealth management or financial services Series 65 or willingness to obtain within 6 months Bachelor's degree required; MBA or CFP preferred Strong analytical and interpersonal skills Self-starter with attention to detail and ability to work in a fast-paced environment Schedule: In-office, Monday-Friday, 7:00 AM - 2:30/3:00 PM

We're looking for an experienced HFT Futures Quant Trader to join a top-tier trading firm. In this role, you'll develop and optimize high-frequency trading strategies for the futures markets. Responsibilities: Design and implement algorithmic trading strategies. Analyze market data and optimize performance. Work with the trading team to improve systems. Requirements: Strong quantitative and programming skills (C++, Python, etc.). Experience in high-frequency or algorithmic trading. Familiarity with futures markets.

Financial Advisor - Lead, Grow, and Thrive Are you a seasoned financial professional looking for the next level of impact and success? At Ameriprise, we offer an unparalleled opportunity for experienced advisors to grow their practice within a firm that values entrepreneurial spirit, integrity, and long-term client relationships. As a Financial Advisor, you'll leverage your expertise and existing book of business to deliver tailored financial solutions, deepen client relationships, and drive your own success-while benefiting from the support, resources, and stability of a leading global financial firm. We offer a competitive base salary, uncapped earnings potential, and full benefits. You'll have access to industry-leading technology, robust investment solutions, and a collaborative culture that empowers you to scale your practice. What You'll Do • Expand and manage your client portfolio while delivering comprehensive financial planning and investment advice. • Leverage firm resources to enhance client experience, optimize investment strategies, and grow assets under management. • Network and acquire high-net-worth clients through strategic marketing, events, and referrals. • Lead with integrity-ensuring compliance with regulatory requirements and best practices. • Achieve top-tier results and unlock additional earning opportunities, professional recognition, and leadership pathways. What You Bring ✅ 5+ years of experience as a financial advisor with a proven track record of client acquisition and retention ✅ An established book of business and strong professional network ✅ A client-first mindset and expertise in investment planning, wealth management, and risk mitigation ✅ Active Series 7, 63/65 (or 66), and state life/health insurance licenses ✅ Ability to drive revenue growth while maintaining high ethical standards Why Raegen, Parker and Associates • Named to the 2025 Forbes Best-in-State Wealth Management Teams • Culture built on collaboration, trust, and continuous improvement • Access to personalized support, robust training, and seasoned mentors • Strong succession planning and teaming opportunities for long-term growth • Located in San Jose and Monterey, CA - with a client base that reflects the diversity and success of our region Interested in connecting? Let's schedule a brief conversation to learn more about you, your goals, and how we might grow together. Ameriprise Financial is an equal opportunity employer.

What we can offer you: Career Growth - promotional opportunities Incentive program based on performance Paid Time Off (PTO) Paid Holidays for Full Time/Part Time Employees Health, Dental, Vision, 401k match and Life Insurance Employee Assistance Program Tuition Assistance Program (Full Time) Financial Coaching and Benefit Guidance Floating Cultural Holiday Family Focused Benefits (Paid Parental Leave, Adoption Assistance, Infertility Services) Retirement Plan Employee Stock Purchase Plan The Relationship Banker is responsible for contributing to the overall success of a Retail Banking Center(s) by committing to banker-readiness to be viewed as a trusted resource for our customers. The responsibilities will include conducting marketing activities to uncover customer needs, provide solutions leading to revenue growth in loans, deposits, and noninterest income, delivering a customer centric experience, maintaining disciplined operational objectives; all while striving for excellence in execution of the mentioned areas. This position will support Banking Centers within the District. May require working occasional Saturdays. Position Responsibilities: Marketing Activities: Execute the proactive marketing activities for the attraction, retention, and expansion of customers. Complete assigned daily planning activities. Provide effective customer onboarding and engagement by routinely strengthening new customer relationships, introducing new and existing customers to Comerica's product and services, addressing customer questions, e.g., how-to use products and services and follows-up on a timely basis. Act as a digital ambassador to transition customers to digital solutions. Initiate quality financial wellness conversations to add value to customers relationships. Support consumer portfolio management efforts to retain, expand and increase the number of portfolio customers in the banking center. Assist in community awareness events to increase bank outreach and foster new business relationships. Effective utilization of converge for customer relationship management. Operational Risk: Ensure compliance with applicable federal, state, and local laws and regulations, and Comerica's policies and procedures. Ensure compliance and completion of necessary compliance related training. Impact the operational and risk activities and related results for the RB role within the Banking Center. Adhere to all Banking Center Risk Assessment and Compliance Standards. Control and mitigate losses by following policies and procedures. Customer Experience Management: Actively engage in Banker Readiness by developing an in-depth knowledge of consumer and small business products and services. Lead and oversee banking center activities in the absence of Banking Manager. Consistently assess needs and add value to customers and prospects. Educate and fulfill customer requests, routine and complex. Resolve customer complaints. Maintain and add value to deepen existing relationships. Impact the customer experience by following defined customer experience guidelines and other customer experience behaviors and feedback as needed. Must successfully complete Comerica Platform Training Program. Provide remarkable customer service through all customer interaction, opening new accounts, problem resolution, telephone answering, safe deposit access, etc. Perform routine Teller transactions as needed. Maintain customer confidence and protects bank operations by keeping information confidential. Partnership: Consistently impact the efforts that improve Banking Center Collaboration. Identify opportunities to add value to customers by introducing them to partners. Position Qualifications: Associate Degree from an Accredited College OR 60 college credits OR H.S Diploma/GED AND 3 years of customer service experience 1 Year of Customer Service experience 1 Year of Consumer Sales experience 1 Year of experience utilizing Microsoft Office Products including Word, Excel, and PowerPoint Work Best Category: Category A - 100% in the office Hours: 8:30am - 5:30pm Monday - Friday, work hours with be scheduled within these times. Salary: For candidates hired in the state of California the expected salary/On-Target Earnings (OTE) range for the role is currently: California - $27.00 - $33.00 Hourly Salary Range(s) is subject to change. Comerica Bank takes several factors into account when determining individual starting pay. These include but are not limited to position, grade level, location/metropolitan area, skillset, and peer compensation. Comerica Bank considers the employer's work location to determine the pay range. About Comerica We know our employees are critical to our overall success and we are dedicated to investing in their future. One of the ways we do this is to offer a comprehensive Total Rewards package designed to recognize and reward individual performance, as well support health, well-being, development and security for our colleagues and their family. Total Rewards consists of cash compensation, development and flexible benefit programs designed to meet individual needs today and in the future. Your salary will be commensurate with your work experience and our programs are reviewed regularly to ensure each remain competitive. We are proud to offer benefits such as health and welfare programs, strong retirement benefits, and generous paid time off programs. You and your eligible family members, including domestic partners and their children, can participate in medical, dental, and vision benefits, 401(k) and pension, income protection benefits such as life insurance, AD&D, and supplemental health programs to offset unexpected health care expenses. We also have a variety of time off programs for things like vacation, sick time, disability, and parental leave. Eligibility for some programs varies based on employment status and tenure. Upon offer, Comerica conducts a comprehensive background and fingerprint check. Your fingerprints will be used to check the criminal history records of the FBI and may be subscribed in the FBI's Record of Arrest and Prosecution Background (“RAP Back”) service, which provides ongoing notification to the Company of any updates to your criminal history. NMLS certification requirement: where applicable, a favorable background check screening, credit check, fingerprint check, and NMLS certification is required in accordance with the SAFE Act. Comerica Incorporated (NYSE: CMA) is a financial services company headquartered in Dallas, Texas, and strategically aligned into three major business segments; the Commercial Bank, the Retail Bank, and Wealth Management. Comerica's colleagues focus on relationships, and helping people and businesses be successful. In addition to Texas, Comerica Bank locations can be found in Arizona, California, Florida and Michigan, with select businesses operating in several other states, as well as in Canada and Mexico. Comerica is proud to be an Equal Opportunity Employer - veterans/individuals with disabilities, committed to workplace diversity.

This job posting is anticipated to remain open for 30 days, from 02-May-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

Preferred Locations: San Francisco, CA | New York, NY | Los Angeles, CA *Additional office locations listed at the bottom of this description. Our client, a prestigious Amlaw 50 firm, is seeking a driven Associate Attorney to join their nationally-recognized Banking & Finance Practice. Their preferred office locations are San Francisco, New York, or Los Angeles. This is an exceptional opportunity to be part of a dynamic team handling sophisticated lending transactions on a domestic and international scale. Candidate Profile: JD from a top-tier law school with a strong academic record. Active Bar Admission in the relevant jurisdiction. 2-6 years of substantive experience in banking and finance transactions at a leading law firm. Demonstrated experience representing lenders and/or borrowers in private credit transactions, syndicated credit facilities, growth capital financings, and other commercial lending matters. Excellent drafting, negotiation, and communication skills, with the ability to manage complex deals efficiently. Strong client service orientation, high motivation, and an ability to work both independently and collaboratively within deal teams. Key Responsibilities: Represent financial institutions, private credit funds, and corporate borrowers in a broad range of debt financing transactions. Draft and negotiate credit agreements, security documents, intercreditor agreements, and related transaction documents. Coordinate due diligence processes and support all stages of deal execution. Collaborate with cross-practice teams on multi-jurisdictional and industry-specific financings. Provide strategic legal counsel on financing structures and risk management. Why Join Us? This is a unique opportunity to join a forward-thinking, collaborative, and highly-ranked Banking & Finance practice that offers attorneys the chance to engage with sophisticated clients and impactful work. Associates are empowered early in their careers to take ownership of transactions, with direct client interaction and access to meaningful mentorship. The firm prioritizes professional development through top-tier training programs, retreat experiences, and opportunities for long-term career growth. For attorneys who are energized by complex financing work and who thrive in a supportive, high-performance culture, this is an ideal next step. Compensation & Benefits: Competitive Salary Range: $235,000 - $390,000, determined by experience and location. Comprehensive Benefits Package: Includes medical, dental, vision, disability, and life insurance; FSA/HSA; 401(k) plan; robust mental health and well-being resources; paid maternity and paternity leave; flexible time off, paid holidays, pet care, elder and childcare support, tuition assistance, and additional perks. Application Requirements: Interested applicants should submit their resume, cover letter indicating their preferred office location, and law school transcript today! Our client is an Equal Opportunity Employer. Consistent with the SF Fair Chance Ordinance, an arrest and conviction record will not automatically disqualify a qualified applicant from consideration for employment. For attorney positions, a 'qualified applicant' is an individual who is a member of the State Bar of California, admitted in good standing, and is eligible to practice[1]; or whose admission to the State Bar of California and eligibility to practice remains subject only to successful completion of the California Bar Examination. Qualified applicants with criminal histories will be considered for the position in a manner consistent with the requirements of the Los Angeles Fair Chance Initiative for Hiring. #LI-DNI *Additional Locations: - CA (Santa Monica, Orange County, Silicon Valley, Sacramento) - DC (Washington) - IL (Chicago) - MA (Boston) - OR (Portland) - TX (Austin, Houston) - WA (Seattle) - WV (Wheeling)

Who we are: Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their families. We are professional fiduciaries with an entrepreneurial spirit. For our professionals, that means keeping our clients at the center of everything we do while also maintaining a collegial and collaborative environment in which everyone can contribute, develop relationships, and further build their business. With a national footprint, Lenox is continually looking for ambitious, experienced Sales Professionals, who will be responsible for developing new client opportunities across the wealth management spectrum including insurance, asset management, risk management, estate planning, retirement planning, children's college education, etc. Responsibilities What you'll be doing: Proactively establish, develop, and maintain strong client relationships through regular contact and by providing timely, value-added information, advice, and recommendations. Engage with several new and existing clients every day to understand their long-term goals and objectives and their short-term needs, present customized recommendations, offer advice, and complete sales. Build client loyalty by providing an exceptional client experience through delivering trusted advice resulting in earned referrals from your clients and friends. Network regularly with existing clients and referrals to build relationships and gain referral business. Be your clients' main point of contact and be accountable for responding to their questions and concerns. Be part of a broader team all working together to build client loyalty through a “one team” approach. Qualifications What we're looking for: The Lenox brand represents a caring, creative, and passionate family of professionals. It's important that your values align to ours - trust, teamwork, and accountability. Willingness to learn. Our training and development are derived from actionable lessons that have been tested by others in the firm and are relevant to current client needs. A passion for client service. You enjoy talking with clients and are interested in getting to know them and helping them achieve their goals. Well-developed interpersonal and communication skills including the ability to quickly engage and connect, actively listen, empathize, ask questions, and respond in a language that clients understand. Your unique perspective. Finance may not be your background, but we often found our best advisors may have experience in: Sales, business development, or relationship management Executive leadership Former athletes Military background You're a results-driven, highly motivated, self-starter Bachelor's degree and/or career changer Ability to obtain, with training, State Variable Life & Health License and FINRA licensing including Series 6 or Series 7, Series 63

Job description - Commercial/ Senior Commercial Insurance Account Manager - Artisan Contractor or Construction Focus Benefits: Group Health, Dental, Vision, and Life Insurance for employee and dependents, with company currently contributing 100% towards base HMO or PPO coverage, with additional options available for expanded coverage and dependent care. Health Savings Account, Short-Term and Long-Term disability options Paid time off, accrued paid sick days and time off to devote to your favourite charity Paid Holidays, including the day after Thanksgiving 401K retirement program with company contribution matching Locations: Rancho Cordova Auburn Roseville The addresses for these offices can be found at ********************************** Who We Are Inszone Insurance Services is an independent insurance agency with more than 80 locations in 18 states. Our firm specializes in customized insurance products for businesses and individuals. Over the last three years, Inszone has ascended Insurance Journal's Top 100 Property & Casualty Agencies, reaching the Top 50 in its most recent rankings. We have direct appointments with all the major insurance markets. We pride ourselves in exceeding our client's expectations, every time. If you're looking for a great work environment with advancement opportunities Inszone may be the place for you. Why work for Inszone Insurance? Our mission is to foster the ongoing development of career-oriented professionals providing the tools and resources necessary for growth. Fully supported career-driven professionals get to leverage their experience and insights, learning on the job and advancing in their career, while contributing to company growth. We are proud to have a culture of professionalism and teamwork, that allows you to learn, grow, and more importantly enjoy what you do, while cultivating profitability, productivity, professionalism, and longevity. Qualifications: Licensing -Insurance License Required Commercial Insurance Experience - Required Multi-tasking - Ability to successfully manage different projects and tasks in a fast-paced environment. Communication - The ability to speak and write in a clear and calm manner, ensuring customer satisfaction above all. Organization - Ability to plan and operate in a well-organized manner Team Oriented - Ability to work as a part of a team, as well as maintain a positive attitude and good energy in the workplace. Responsibilities: Follow up with prospects Cross-sell additional lines of business to existing customers Protect the best interests of both our clients and insurance company partners Compensation: Base salary plus commission The actual base salary offered will consider the chosen candidate's individual experience. Well-qualified candidates will be eligible for a Senior designation, with commensurate compensation. Job Type: Full-time Weekly day range: Monday to Friday Work setting: In-person Office Experience: Insurance sales support: 1 year (Required) License/Certification: Insurance Producer License (Required) Work Location: In person

Job DescriptionWe are looking for a friendly, motivated, and customer-focused Personal Banker to join our branch team. The ideal candidate will assist clients with everyday banking needs, provide personalized financial advice, and promote banking products and services that align with customers’ goals. Key Responsibilities: Build strong customer relationships by providing professional, courteous, and efficient service. Assist clients with opening new accounts, processing transactions, and resolving banking inquiries. Recommend appropriate banking products such as checking/savings accounts, credit cards, loans, and digital services. Identify customer needs and refer them to internal specialists when appropriate (e.g., mortgage, investment, business banking). Achieve sales and service goals through proactive outreach and follow-up. Maintain accurate client records and ensure compliance with banking regulations and procedures. Stay informed about bank products, promotions, and policy changes. Qualifications: High school diploma or equivalent required; associate or bachelor’s degree in Finance, Business, or a related field preferred. 1–3 years of experience in retail banking, customer service, or financial services. Strong communication and interpersonal skills. Basic understanding of financial products and banking procedures. Ability to handle confidential information and multitask in a fast-paced environment. Proficiency with banking systems and Microsoft Office Suite. What We Offer: Competitive salary and performance bonuses. Ongoing training and career development. Opportunities for advancement within the bank. A positive, team-oriented work environment. Apply for this great position as a private banker today! EEO/AA Employer/Vet/Disabled. The Know Your Rights poster is available here: *********************************************************************************** The pay transparency policy is available here: ******************************************************************************************** For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required. We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team. AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program. ********************************************** Contents/E-Verify_Participation_Poster_ES.pdf We also consider qualified applicants regardless of criminal histories, consistent with legal requirements. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. #1067 Company DescriptionThis company offers growth and a great group of people to work with.

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 ***************************

The Trader is an individual who possesses knowledge in trading strategies. This level of trader has an understanding of wrap accounts, wrap trading desks and trading. The trader will support, maintain and execute all daily operations of the trading desk. This individual has the same skills of their counterparts; however, the trader needs to groom their proficiency with time, repetition, and experience. This is a hybrid position located in San Francisco, CA or Boston, MA offices. What you will do: * Daily implementation of investment action decisions from all product lines. This includes across-the-board trading for separately managed account (SMA) programs, multiple manager portfolios and unified managed account (UMA) programs. The implementation process may involve execution of trades or coordination of trading activity with sub-advisors. * General trading of equity, fixed income and mutual fund asset class securities, including foreign ordinaries and ADRs. Trade execution may be done through sponsor firm trade desks, external broker/dealers or alternative liquidity sources. * Trading for mutual funds handled or sub-advised by Natixis. * Account specific trading for accounts in separately managed account (SMA) programs, multiple manager portfolios and unified managed account (UMA) structures, including best execution, directed brokerage and DVP accounts. This includes trading new accounts, processing style changes, rebalancing contributions and withdrawals and liquidating terminated accounts. * Maintain, audit, and reconcile models on a regular basis. * Run, generate and maintain all trade related reporting functions. * Communication with sponsor trading desks and internal/external trade support. * Recommend and support implementation and documentation of process changes in the trading area to increase process efficiency and minimize general risk & trading errors. * Provide portfolio managers with up to date relevant market, product characteristic and related general process oriented information. * Perform quality control checks on managed accounts, general audit, sampling, and Evidence of Review verifications. * Maintain trading records including those detailing trade activity trading rotations, process exceptions, resolution of errors, etc. * Participate in the facilitation, correction and detailing operational errors. * Collaboratively support departmental and enterprise-wide project/work efforts. * Contribute to general risk management, process improvement, knowledge development and cross-training efforts. * Support procedural refinement and related documentation, and general policy development. * Help reinforce team with focus around policy and procedural adherence. What you will bring: * Bachelors degree required, graduate degree and/or CFA or other professional designation. * Broad expertise in equities and securities trading and related operational practices (2-7 years of demonstrated progressive experience at minimum). * Experience using trade order and portfolio management & administration systems including Vestmark, InvestCloud APL, Charles River, etc. * Experience with standard market data platforms (Bloomberg, FactSet, etc.). * Attention to detail, strong communications, presentation and organizational skills. * Understanding of applicable regulatory issues and general regulatory landscape. * Ability to evaluate multi-faceted challenges and perform complex situational analysis to effectively discuss and/or propose optimal solutions. * High level of accuracy is required at all times. Risk awareness and strict attention to procedural adherence a must. * Collaborative, professional and positive. * Ability to meet objectives, handle stress and time sensitive situations. * Ability to effectively multi-task. * Familiarity with sponsor trading desks and trade rotation. * Familiarity with portfolio modeling strategies. * Previous experience with wrap / separately managed account (SMA/MDP/UMA) trading and related portfolio management and administration activities. Who we are: We put the best interests of our clients, employees, communities, and environment first in everything we do. We're dedicated to fostering a culture of collaboration, diversity, and inclusion that supports employee growth. We believe this creates equal opportunities for our employees - and better outcomes for our clients and communities. We offer a robust benefits package designed to integrate life and work and to support our employees. Benefits include, but are not limited to; comprehensive medical, dental and vision insurance, paid time off, 401k plan, tuition reimbursement, student loan repayment program, wellness benefits and volunteer programs*. For additional insight on working at Natixis, visit: ************************************************ #NatixisIMCulture Natixis Investment Managers is an equal opportunity employer and does not discriminate in recruiting, hiring, training, promotion or other terms, conditions and privileges of employment on the basis of race, color, age, national origin, ancestry, religion, sex (including pregnancy), sexual orientation, gender identity, genetic information, military or veteran status, physical or mental disability, or any other status protected by law. * Benefits eligibility is for permanent employees of Natixis Investment Managers. Interns, contractors and temporary workers are not eligible for benefits. Natixis Investment Managers does not charge fees to participate in the interview process or for employment equipment and does not send employment offers through social media channels. We take security and privacy seriously. If you have been contacted by someone claiming to represent Natixis Investment Managers and are unsure about the legitimacy of the communication, please verify the contact details with Natixis Investment Managers directly. In accordance with the California salary transparency law, the expected annual salary for this San Francisco, CA, United States-based position is $55,000 - $120,000. Actual annual base salaries may vary based on factors including but not limited to education, training, experience, and other job-related factors. However, annual pay if hired will be determined on an individualized basis.

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 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

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