Current jobs related to Financial Services Leader - San Francisco, California - Farther LLC

  • Senior Financial Services Sales Leader

    2 weeks ago

    San Francisco, California, United States Plaid Full time

    Unlock Financial Freedom with Plaid's mission to make the financial ecosystem more equitable. We're seeking a Senior Financial Services Sales Leader to join our Sales Leadership team and help drive strong customer and revenue acquisition. As a key member of our team, you'll play a crucial role in defining our Sales strategy and building a world-class talent...

  • Financial Services Leader

    4 weeks ago

    San Francisco, California, United States National Life Group - San Francisco Full time

    Lead Your Own Financial Advisor TeamAs a Managing Associate at National Life Group, you will be responsible for leading your own Financial Advisor Team and playing a pivotal role in both your clients' financial success and your team's professional development.Key Responsibilities:Recruit and manage a team of financial advisors to achieve sales and recruiting...

  • Corporate Financial Leader

    2 weeks ago

    San Francisco, California, United States Renowned Recruitment Group Full time

    Job Summary:Renowned Recruitment Group is seeking a highly skilled Corporate Financial Leader to oversee accounting and finance operations. The ideal candidate will have a strong background in financial management, with experience in leading teams and driving financial growth.Key Responsibilities:Manage a team of five accountants, including an Accounting...

  • Financial Services Representative

    3 weeks ago

    San Francisco, California, United States BMO Financial Group Full time

    About the RoleWe are seeking a highly motivated and customer-focused individual to join our team as a Financial Services Representative. In this role, you will be responsible for delivering exceptional service to our customers and prospects, identifying their needs, and providing advice and guidance on financial solutions that meet their interests.Key...

  • Corporate Financial Leader

    2 weeks ago

    San Francisco, California, United States Artemis Professionals, LLC Full time

    Job OverviewArtemis Professionals, LLC is seeking a seasoned Corporate Financial Leader to join our team. As a key member of our finance department, you will be responsible for leading a team of accounting professionals and overseeing the general ledger, accounts payable and receivable, financial reporting, and external audit relationships.Key...

  • Senior Financial Leader

    2 weeks ago

    San Francisco, California, United States Zeal Co Full time

    About the RoleThe Head of Finance will report directly to our CEO and play a key role in owning multiple high-level finance projects for Zeal. The Head of Finance will oversee the treasury and accounting functions; managing day-to-day operations, financial reporting, and the creation of internal control policies and procedures.Responsibilities• Own all of...

  • Financial Services Representative

    2 weeks ago

    San Bernardino, California, United States OneMain Financial Full time

    Job Summary:As a Consumer Loan Sales Specialist at OneMain Financial, you will play a vital role in empowering customers by providing access to friendly, fast, and affordable financing for life's expenses. You will learn the lending and servicing business, allowing you to grow your career and deliver results related to individual and branch sales goals as...

  • Financial Services Representative

    1 month ago

    San Francisco, California, United States Equitable Services Full time

    About Equitable AdvisorsEquitable Advisors is a leading wealth management firm dedicated to helping individuals and businesses achieve their financial goals. Our team of experienced professionals is committed to delivering exceptional customer service and building long-term relationships with our clients.Job SummaryWe are seeking a highly motivated and...

  • Senior Financial Leader

    2 weeks ago

    South San Francisco, California, United States BioSpace, Inc. Full time

    Senior Financial LeaderAt BioSpace, Inc., we are seeking a highly skilled Senior Financial Leader to join our team. As a key member of our leadership team, you will play a critical role in driving our financial strategy and ensuring the long-term sustainability of our organization.Key Responsibilities:Financial Planning and Analysis: Develop and implement...

  • Financial Services Representative

    2 weeks ago

    San Clemente, California, United States BMO Financial Group Full time

    Job SummaryBMO Financial Group is seeking a highly motivated and customer-focused individual to join our team as a Financial Services Representative. In this part-time role, you will be responsible for delivering exceptional service to our customers and prospects, identifying their needs, and providing advice and guidance on financial solutions that meet...

  • Financial Services Manager

    3 weeks ago

    San Francisco, California, United States SS&C Full time

    Job Title: Manager, Hedge Fund/ Private Equity AccountingSS&C is a global leader in investment and financial services, providing software and solutions to the financial services and healthcare industries. As a Manager, Hedge Fund/ Private Equity Accounting, you will play a key role in supporting fund administration services to clients, managing client...

  • Financial Services Professional

    3 weeks ago

    San Francisco, California, United States Atria Wealth Solutions Full time

    Financial Advisor OpportunityCUSO Financial Services, LP (CFS) is seeking a Financial Advisor to provide investment and retirement planning services for its members in the San Francisco Bay area.About the RoleAs a Financial Advisor, you will be responsible for identifying and evaluating customer needs for financial services, assessing the objectives and...

  • Financial Services Professional

    3 weeks ago

    San Jose, California, United States LPL Financial Full time

    Unlock Your Potential as a Financial AdvisorAt LPL Financial Holdings, Inc., we're committed to helping you achieve your career goals and build a successful business. As a Financial Advisor associated with our company, you'll have the opportunity to work with a diverse client base and provide personalized financial solutions to help them achieve their...

  • Controller - Financial Operations Leader

    2 weeks ago

    San Francisco, California, United States REDF Full time

    About REDFAt REDF, we're committed to building an economy that works for everyone. Our organization discovers and supports social entrepreneurs across the United States who employ individuals facing employment barriers.We invest in mission-driven businesses, called employment social enterprises, to help them scale their impact. Our grantmaking is paired with...

  • Financial Services Professional

    2 weeks ago

    San Francisco, California, United States Atria Wealth Solutions Full time

    Financial Advisor RoleCUSO Financial Services, LP (CFS), in its partnership with a leading financial institution, is seeking a Financial Advisor to provide investment and retirement planning services for its members in a specific geographic area.The ideal candidate will have a strong understanding of financial markets and a passion for helping individuals...

  • Strategic Business Development Leader

    3 weeks ago

    San Francisco, California, United States BMO Financial Group Full time

    Job SummaryWe are seeking a highly skilled Strategic Business Development Leader to join our team at BMO Financial Group. As a key member of our corporate banking team, you will be responsible for driving business growth through strategic partnerships and initiatives.Key ResponsibilitiesDevelop and execute business growth strategies to drive revenue and...

  • Chief Financial Officer

    2 months ago

    San Francisco, California, United States Golden Gate Bridge, Highway & Transportation District Full time

    Chief Financial OfficerThe Golden Gate Bridge, Highway & Transportation District is seeking a seasoned financial leader to join its Executive Team as Chief Financial Officer. This key position requires a strategic thinker with a proven track record of success in financial management and fiscal leadership.Key Responsibilities:Oversee the financial activities...

  • Strategic Finance Leader

    2 weeks ago

    San Francisco, California, United States ClassDojo Full time

    Strategic Finance Leader - Financial Planning and AnalysisClassDojo is seeking a highly skilled Strategic Finance Leader to join our team. As a key member of our finance team, you will be responsible for owning the company's financial plans and models. With a unique business model spanning SaaS, marketplace, and virtual gaming, you will need to demonstrate...

  • Senior Counsel, Financial Services

    4 days ago

    San Francisco, California, United States eBay Full time

    About the RoleeBay is seeking a highly skilled Senior Counsel to support our growing payments platform and innovative financial services. The ideal candidate will provide strategic legal and regulatory advice on payments, financial services, and Web3 matters.Key ResponsibilitiesAdvise on compliance with money transmission, anti-money laundering, consumer...

  • Chief Financial Officer

    2 months ago

    San Francisco, California, United States Golden Gate Bridge, Highway & Transportation District Full time

    About the RoleThe Golden Gate Bridge, Highway & Transportation District is seeking a seasoned financial leader to fill the position of Chief Financial Officer. This is a vital leadership role that requires a deep understanding of financial management and fiscal leadership.Key ResponsibilitiesManage the financial activities of the District, including...

Financial Services Leader

2 months ago

San Francisco, California, United States Farther LLC Full time
Job Description

**About Farther LLC**

Farther LLC is a rapidly growing Registered Investment Advisor (RIA) that combines expert financial advisors with cutting-edge technology to deliver a comprehensive, tailored wealth management experience.

**Job Summary**

We are seeking a highly motivated and experienced Senior Financial Advisor to join our team in San Francisco. As a Senior Financial Advisor, you will be an entrepreneur under the Farther umbrella, building a client-first business with modern tools and resources to support your success.

**Key Responsibilities**

  • Identify prospect needs and communicate how Farther can help better manage client wealth
  • Demonstrate the unique value of Farther's services and technology to clients
  • Apply your history of success in acquiring client relationships and comprehensive financial knowledge to bring new clients onto the Farther platform and serve them with excellence
  • Work closely with the Farther team to leverage technology and eliminate tedious operations and administrative work

**Requirements**

  • Proven track record of success in acquiring new wealth management relationships
  • Consistently demonstrated ambition, drive, and grit
  • Expert, current knowledge of investment products and services across personal finance
  • Ability to convey financial advice with empathy, understanding, humility, and confidence
  • Passion for building a better personal finance experience
  • Existing transferrable client base
  • Series 65 or equivalent; clean U4

**Preferred Qualifications**

  • CFA or CFP certification

**What We Offer**

  • Competitive compensation plan with top-of-the-industry payouts
  • Autonomy to build a client-first business with modern tools and resources
  • Opportunity to work with a collaborative team of entrepreneurs who are passionate about helping clients and teammates achieve more

**How to Apply**

Please submit your application, including your resume and a cover letter, to [insert contact information]. We look forward to hearing from you