Financial Services Associate
BCG Attorney Search
Job Overview A law firm seeks a Financial Services Associate in SanFrancisco, CA. The ideal candidate will have 3 to 7 years of experience and a robust understanding of federal securities laws to join their Financial Services group. The team advises a diverse range of clients, from small start‑ups to large financial institutions, on fund structures and regulatory matters. Responsibilities Advise on cross‑border registration and regulatory examinations. Handle enforcement and broker‑dealer matters. Address issues involving blockchain and digital assets. Requirements Knowledge of the Investment Company Act and/or Investment Advisers Act. Experience with exchange‑traded funds, interval funds, or business development companies is a plus. Large law firm, in‑house, or regulatory agency experience preferred. Education Juris Doctor (JD) degree required. Certifications Bar admission in good standing. Skills Strong communication, analytical, and organizational skills. Benefits Comprehensive health insurance Retirement savings plan Professional development opportunities #J-18808-Ljbffr BCG Attorney Search
$260k - $390k
...A leading AM Law 100 global law firm is seeking a Financial Services Associate with 3–5 years of securities litigation experience to join its highly regarded team in either San Francisco or Silicon Valley. This is an exceptional opportunity to work on high-profile securities...SuggestedTemporary workFlexible hours- ...Job Overview A law firm seeks a Financial Services Associate in SanFrancisco, CA. The ideal candidate will have 3 to 7 years of experience and a robust understanding of federal securities laws to join their Financial Services group. The team advises a diverse range of...Suggested
- Job Overview A law firm seeks a Consumer Financial Services Career Associate with 5 to 10 years of experience to join their team in San Francisco, CA. The ideal candidate will have a background in business litigation and a keen interest in consumer financial services law...Suggested
$260k - $390k
Overview Orrick is seeking an associate with 3-5 years of Securities Litigation experience. The ideal candidate would be based in San Francisco or Silicon Valley. This is an excellent opportunity to join a collaborative environment with professional growth and development...SuggestedTemporary workFlexible hours- BCG Attorney Search is seeking a Financial Services Associate in San Francisco, CA, with 3 to 7 years of experience and knowledge in federal securities laws. You will join their Financial Services group, advising clients from start-ups to large financial institutions....Suggested
- Heidrick & Struggles International, Inc. is seeking a Senior Associate to drive aspects of the executive recruiting lifecycle. This role involves candidate identification, communication with potential candidates, and collaboration with teams to develop search strategies...
- ...Plan with Company Match (first of the month following 2 months of service) ~ Basic & Supplement Life Insurance ~ Employee Assistance... ...4.00 per hour) How You Will Make an Impact: The Patient Financial Counselor plays a vital role in managing the financial aspects...Hourly payTemporary workWork at officeLocal areaFlexible hoursShift workWeekend work
$69k - $127.8k
...This position provides financial and investment planning and advice within the Wealth Sales & Service group, collaborating with team members to deliver comprehensive banking solutions that serve the best interests of customers. Responsibilities Provide solutions by selling...$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...Income Protection · Education Funding · Investment & Advisory Services · Trust Services · Retirement Solutions · Business Needs...Full timeContract workFor contractorsWork at office- ...About the role Our financial representatives at Modern Woodmen of America are dedicated to helping individuals from all backgrounds achieve... ...career. Whether you have an extensive background in financial services or you’re just getting started, you’ll have the support you...Local area
- ...Overview The primary purpose of the Insurance Verifier/Financial Advisor position is to ensure that appropriate reimbursement resources are in place for services provided, or that patients are screened for potential Medi-Cal or Charity Care qualification if they...Work experience placementWork at office
$245k - $290k
Description Squire Patton Boggs (US) LLP seeks an Associate to join our insurance team as part of the Global Financial Services Practice Group. The position can be located in any of our U.S. Offices. About The Practice Our Insurance Regulatory and Compliance practice...Work at officeLocal area- BCG Attorney Search in San Francisco is seeking a Consumer Financial Services Career Associate with 5 to 10 years of business litigation experience. The candidate will manage cases, represent clients in court, and work with a team of lawyers while overseeing junior staff...
$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over... ...People are at the center of our partnership. Edward Jones associates are seen, heard, respected, and supported. This is what we believe...Work at officeWork from homeHome officeFlexible hours$63.25k - $121.2k
...Financial Planner Location: Beverly Hills, CA 90212 Family Advisory and Trusts provides sophisticated planning advice to clients on a wide range of advisory topics, including: wealth structuring for HNW and UHNW individuals, investors, and business owners; estate...Work at officeLocal areaDay shift$95k
...FINANCIAL ADVISOR WHAT IS THE OPPORTUNITY? Less experienced Financial Advisors (FA)... ...provide sales and client and colleague service support coverage. The SFA maintains overall... ...complete responsibility for all duties associated with non-primary branch locations within...Remote workShift work- ...Merrill Experienced Financial Advisor Honolulu, Hawaii;North Bethesda, Maryland; Los Angeles... ...management and investment products and services for individuals, companies, and... ...Financial Advisors and Wealth Management Client Associates help clients pursue the life they...Work at officeShift workDay shift
$90k - $100k
...Financial Advisor at CAPTRUST Join Our Team as a Financial Advisor at CAPTRUST! Who... ...financial planning and investment management services. Conduct Reviews: Regularly review... ...(including hair texture or hairstyles associated with race), religion, color, national origin...Temporary workLocal areaFlexible hours- ...~ Candidates must have a four-year degree and the CFP designation ~7+ years in financial and/or estate planning related work, preferably at a professional financial services company or wealth management firm ~ Expertise in estate, tax, retirement, insurance...
$77k - $202k
...in finance consulting specialise in providing consulting services related to financial management and strategy. These individuals analyse client... ...planning, analytics, and AI-driven technologies. As a Senior Associate, you will analyze complex business challenges, deliver...Full timeH1b- Bank of America is hiring a Financial Solutions Advisor Stage I in San Francisco, California. This entry-level position combines training and relationship building with clients, along with offering comprehensive financial advice. Key responsibilities include obtaining essential...Monday to Friday
- ...Financial Representative As a Financial Representative, you will serve as a trusted advisor to individuals and families seeking life... ...sales experience, preferably in life insurance, financial services, or a related industry. ~ Demonstrated success in a commission...Permanent employmentContract workLocal areaRemote workAfternoon shift
$70k - $80k
...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... ...Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds Mitigates...Temporary workWork at officeMonday to FridayShift workDay shift- ...and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making... ...client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds Mitigates...Temporary workImmediate startMonday to FridayShift workDay shift
$61k - $119k
Overview Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients... ...Income Protection • Education Funding • Investment & Advisory Services • Trust Services • Retirement Solutions • Business Needs...Work at office- Northwestern Mutual in San Francisco seeks a Financial Advisor to help clients with financial planning and achieve their goals. As an independent contractor, you'll build your business through client relationships and tailored financial plans. The role offers competitive...For contractors
$70k - $80k
Responsibilities Works with clients to plan their short and long‑term financial goals by building a financial plan with brokerage products,... ...client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds. Mitigates...Temporary workMonday to FridayDay shift- Empirical Wealth Management is a rapidly growing financial services firm, currently directing the financial lives and managing assets for hundreds of individuals and businesses. We seek high caliber individuals who will succeed in a high opportunity business environment...
$70k - $80k
Job Description This position provides comprehensive financial advice and customized solutions to help clients achieve their goals. Key... ...Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds....Temporary workMonday to FridayShift workDay shift- Summary/Objective Reporting to the Managing Partner, the Financial Planner is responsible for delivering comprehensive, goal‑based financial planning and wealth management services to Cain Watters & Associates clients. This role serves as a primary advisor to clients,...Full timeTemporary workWork at officeImmediate startRemote workMonday to Friday
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