Financial Advisor - Greater San Francisco Bay Area
Thrivent
Meaningful work. Rewarding career. Make an impact providing expert financial advice with heart. Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing. Here, you’ll make an impact in the lives of the people you serve, helping them build, grow and protect financial well-being through purpose-based advice, investments, insurance, banking and generosity. At Thrivent, you’ll receive the support, stability and opportunity of a Fortune 500 leader. We offer up to 14 weeks of paid training and coaching as you obtain your state insurance licenses (life, health & variable contracts), Series 7 and 66 registrations, and complete Thrivent’s comprehensive advisor onboarding program. After onboarding, you’ll have control over the income you earn, as you’ll be paid through commissions and incentives based on your success. As a Thrivent Financial advisor, you will: Build a financial practice guiding Christians on their journeys to financial clarity, empowering lives of service and faith. Provide personal, actionable and achievable advice and connect clients to Thrivent products and programs. Develop and maintain genuine, long-term relationships throughout generations based on trust and understanding, with the ability to serve clients in your chosen community. Make client appointments by leveraging your network and Thrivent’s reputation, delivering award-winning financial workshops and marketing your practice. Have the flexibility to control your schedule, allowing for work-life balance. Find a collaborative culture with colleagues who want you to be successful and are willing to help you do so. Get the support of specialists from every facet of the organization—such as business development, marketing, technology, engagement, and experienced advisors—as you build your business. Desired Characteristics Our culture and our people are special. We’re looking for people who are – or want to become – part of the communities where clients live, work and worship. Whether you’re a seasoned financial professional or looking for a career change, you could be a successful Thrivent Financial advisor if you’re: Self-disciplined, independent and driven to succeed. Motivated by helping others and seeing them achieve their goals. A natural coach or guide with strong interpersonal skills. Passionate about living a life of generosity by serving others, not just selling products. Successful Thrivent financial advisors have come from a variety of career backgrounds, including outside sales, business management, education, ministry, hospitality, military and more. Skills acquired in these fields transition well into the financial advisor role. Requirements Bachelor’s degree or equivalent experience. Military veterans are encouraged to apply. Attainment of FINRA SIE, life and health licenses (licensed role only) before contracting. Satisfactory background check, fingerprinting and securities registration and/or insurance licensing verification, if applicable. Compensation and Benefits You’ll get all the benefits of a Fortune 500 organization and more. Here, you’ll enjoy: Unlimited earning potential through biweekly base commissions, bonus opportunities and incentive pay structures, recurring revenue streams, and dedicated planning fees for those who qualify. Medical, dental, vision, disability and accidental death and dismemberment insurance. Pension, 401(k) and retiree medical plans. Ongoing support, training and opportunity for professional growth as you build your business. Well‑being programs to help you manage your physical, emotional and financial health. Gift matching program to double your contributions to eligible nonprofit organizations and volunteer programs that support your efforts to make a difference. Membership programs that help you connect with your clients and engage Christians to make a real impact in your community. About Thrivent Thrivent is a diversified financial services organization that, with its subsidiary and affiliate companies, serves more than 2.4 million clients, offering advice, insurance, investments, banking and generosity products and programs. For more than 100 years, Thrivent has been helping Christians build their financial futures and live more generous lives. Today, Thrivent is a not-for-profit, membership‑owned Fortune 500 company with $179 billion in assets under management/advisement (as of 12/31/23). Thrivent carries ratings from independent rating agencies which demonstrate the strength and stability of the organization, including an A++ rating from AM Best; an Aa2 rating from Moody’s Investors Service; and an AA+ rating from S&P Global Ratings. Ratings are based on Thrivent’s financial strength and claims‑paying ability, but do not apply to investment product performance. Thrivent values diversity and inclusion, and we’re committed to providing an Equal Employment Opportunity (EEO) without regard to race, religion, color, gender, gender identity, national origin, age, disability, marital status, citizenship status, military or veteran status, sexual orientation, sex, genetic information, or any other status or condition protected by applicable state or federal laws. This policy applies to all employees and job applicants. To learn more about the privacy of your information, visit ourworkforce privacy policy at thrivent.com/privacy. Thrivent is the marketing name for Thrivent Financial for Lutherans.Insurance products, securities and investment advisory services are provided by appropriately appointed and licensed financial advisors and professionals. Only individuals who are financial advisors are credentialed to provide investment advisory services. Visit Thrivent.com or FINRA’s Broker Check for more information about our financial advisors. Thrivent provides Equal Employment Opportunity (EEO) without regard to race, religion, color, sex, gender identity, sexual orientation, pregnancy, national origin, age, disability, marital status, citizenship status, military or veteran status, genetic information, or any other status protected by applicable local, state, or federal law. This policy applies to all employees and job applicants. Thrivent is committed to providing reasonable accommodation to individuals with disabilities. If you need a reasonable accommodation, please let us know by sending an email View email address on click.appcast.io call800-847-4836and request Human Resources. #J-18808-Ljbffr Thrivent
$133k - $166k
As a Senior Financial Analyst at Ridgeline, you'll serve as the trusted... ...week onsite in either our San Ramon, CA or Reno, NV office.... ...offices in New York, Reno, the Bay Area, and Dublin, Ireland.... ...locations (including the San Francisco Bay Area, CA), an alternate range...SuggestedFor contractorsFor subcontractorWork at office3 days per week$70k - $80k
...and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making... ...America) Hours Per Week 40 Pay Transparency details US - CA - San Ramon - 3100 Crow Canyon Pl - SAN RAMON BC (CA4179) Pay and benefits...SuggestedTemporary workMonday to FridayShift workDay shift$85 per hour
Part Time Clinical Consultant (PTCC) This part‑time position will be responsible for providing case support, patient management, and education to both new and existing accounts within an assigned client Franchise/Region. Duties And Responsibilities Acquire and demonstrate...SuggestedHourly payFull timePart timeImmediate startNight shiftWeekday work$80k - $90k
...including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their...SuggestedInterim roleWork at officeLocal areaImmediate startShift workDay shift$92.22k - $106.1k
...help shape the vision for our Workday Financials Practice. You will be responsible for implementing... ...analysis to identify personalization areas and develop solutions to address client... ...1 paid holidays For positions based in San Francisco, consistent with the SF Fair Chance...SuggestedFull timeContract workLocal areaFlexible hours$28.85 - $33.65 per hour
...Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this... ...learn, grow, and make an impact. Join us!As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities...Hourly payFull timeWork at officeImmediate startMonday to FridayShift workDay shift- ...Description: This role is responsible for providing comprehensive advice and customized solutions to clients so they can achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset...Temporary workImmediate startMonday to FridayShift workDay shift
$125k - $150k
...support from protype to production. This is a full-time, onsite position based in Fremont, CA. Candidates must be located in the San Francisco Bay Area and available to work onsite five days per week. SUMMARY OF POSITION: Responsible for the design, implementation, and...Full time- ...infrastructure. The successful candidate will manage Windows/Linux servers, virtualization, cloud services, and security monitoring while supporting audits and compliance efforts. Onsite five days a week in the San Francisco Bay Area is required. #J-18808-Ljbffr FM Industries
$30 - $35 per hour
...searching for a Home Loan Underwriter to work with our financial client in the East Bay. This individual will be working within the Business... ...ago VP, Credit Underwriter - Enterprise Software San Francisco Bay Area $180,000.00-$235,000.00 1 month ago Oakland, CA $92,6...Contract workWork at officeWork from home3 days per week$28.85 - $33.65 per hour
...of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized...Hourly payWork at officeImmediate startMonday to FridayShift workDay shift$28.56 - $37.36 per hour
...Fremont Bank is one of the oldest independently owned banks in the Bay Area and has been consistently recognized as a Top Workplace for... ...The Fremont Bank Way Full-Service Banking with comprehensive financial solutions, advanced technology, and exceptional service No-...Work at officeLocal areaFlexible hoursNight shift$25 - $26.77 per hour
...deep conversations with clients to gain in‑depth knowledge of the financial and life priorities and connecting clients to solutions that... ...Per Week 40 Pay Transparency Details US - CA - Danville - 620 San Ramon Valley Blvd - DANVILLE BC (CA4118), US - CA - Lafayette -...Hourly payWork at officeShift workWeekend workDay shift$43.68k - $69.9k
...the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process... ...classroom training sessions. Personal Banker Associate I - San Ramon Total Base Pay Range 43,680.00 - 69,900.00 USD Annual At Fifth...Work experience placementWork at office$33.65 - $45.65 per hour
...The Commercial Credit Analyst is responsible for analysis of financial information and legal entity documentation for the origination... ...Fremont Bank is one of the oldest independently owned banks in the Bay Area and has been consistently recognized as a Top Workplace for...Work at officeLocal areaFlexible hours$92.5k - $115.5k
...customers. Investment Accounting - Execute financial transaction recording on a trade-date... ..., with offices in New York, Reno, the Bay Area, and Dublin, Ireland. Ridgeline is... ...below. In select locations (including, the San Francisco Bay Area, CA, and the New York City Metro...Daily paid- ...for the position: FDIC; Safe Act; Loan Originators; FINRA. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients,...Temporary workWork at officeMonday to FridayFlexible hoursShift workDay shift
$100k - $200k
...countries.JOB DESCRIPTION:Job TitlePrincipal Financial AnalystWorking at AbbottAt Abbott, you... ...include any combination of the following areas: budgeting and forecasting, profit and... ...consecutive hours in an 8 hour day), Keyboard use (greater or equal to 50% of the workday)Abbott is...WorldwideFlexible hoursShift work- ...Leadership. The role includes elements of accounting, customer service, financial reporting and analysis, and systems. Because there are... ...feedbackCompletes work assignments by applying up-to-date knowledge in subject area to meet deadlines; following procedures and policies, and...Work experience placement
- ...investigative services to the unincorporated areas of Alameda County Pursuant to... ...Operating a Marine Patrol Unit in the San Francisco Bay waters. THE POSITION Under general direction, to provide supervision for financial and administrative services and operational...Full timeContract workTemporary workWork at officeLocal areaFlexible hours
- ...#CloroxIsThePlaceYour role at Clorox:This role provides enterprise-level financial leadership within Corporate Planning & Analysis (P&A),... ...to one of three zones according to the cost of labor in your area.-Zone A: $157,600 - $316,700-Zone B: $144,400 - $290,300-Zone C...Full timeSummer workFlexible hours
$91.6k - $205.7k
...this role. Who You’ll become A Solution Advisor works closely with our customers and prospects... ...(4) weeks, spread across two trips, in San Ramon, California. This experience is... ...process. Requisition ID: 457046 | Work Area: Presales | Expected Travel: 0 - 50% | Career...Permanent employmentFull timeH1bWork at officeRemote workWorldwideRelocation packageFlexible hours3 days per week$102.5k - $139.7k
...Design and configure D365 Finance to support core accounting and financial processes such as General Ledger, AP/AR, Fixed Assets,... ...Generous parental leave 11 paid holidays For positions based in San Francisco, consistent with the SF Fair Chance Ordinance, an arrest and...Full timeContract workLocal areaFlexible hours$24.92 - $30.46 per hour
...customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and... ...Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts...Temporary workLocal area$115.44k - $140k
Job Title:Assistant Vice President,Portfolio ManagerLocation:CA - San Francisco, SpearWhat you'll do:As Assistant Vice President- Portfolio Manager - Commercial you'll be responsible for analyzing, structuring, underwriting, and coordinating the closing of major and complex...Full time$100k - $120k
...firm that provides investment, financial and retirement planning... ...of independent-minded wealth advisors to grow their businesses and help... ...and attributes in the following areas: Building immediate relationships... ...to be accepted into the SAN (Schwab Advisor Network) through...Permanent employmentLocal areaImmediate start$79k - $125k
...for someone who enjoys being a trusted advisor to clients, is a resourceful self-starter... ...environment. Job Responsibilities Financial Planning and Analysis, including forecasting... ...paid holidays For positions based in San Francisco, consistent with the SF Fair Chance...Contract workWork experience placementLocal areaFlexible hours- ...experienced, securities-licensed wealth advisor who wants the autonomy to grow a practice... ...of a collaborative, well-resourced financial organization. This opportunity is designed... ...range of resources for serving clients Greater collaboration without losing your independence...
$55 per hour
...Headquarters. If you have a solid background in financial analysis and are looking to advance your... ...for a P&L that spans across several key areas of the business. This role includes... ...Fair Chance Ordinance for Employers San Francisco Fair Chance Ordinance Massachusetts...Hourly payTemporary workCasual workLocal areaMonday to Friday$20 - $22 per hour
...out of our Livermore Service Center. All deliveries will be done in a company vehicle local to the Bay Area and surrounding communities. We Have Been Voted A San Francisco Bay Area Top Workplace every year since 2016 and USA Top Workplace since 2022! Service...Hourly payLocal areaWeekend work
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