Senior Investment Advisor & Financial Planner
SupportFinity
SupportFinity™ is seeking a client-centred Investment Advisor for its Mountain View office in California. This role focuses on helping U.S. clients develop sophisticated financial plans and manage their investment portfolios. The ideal candidate will possess strong financial advisory experience, deep understanding of portfolio construction, and the ability to cultivate client relationships. A competitive salary, health benefits, and opportunities for advancement are included. If you're passionate about shaping the future of finance with innovative strategies, we invite you to apply. #J-18808-Ljbffr
$110k - $180k
...business leaders determined to create a better way to manage our financial lives. The future of finance is technology—relentlessly user... ...fun doing it. The Role We are looking for a client‑centred Investment Advisor to join our growing advisory team. You’ll support our U.S....SuggestedRemote work- ...Charles Schwab Corporation in Sunnyvale is seeking a Financial Consultant to provide wealth management and financial planning advice to clients. In this role, you will grow your practice by consolidating client assets and networking while ensuring an outstanding investor...SeniorFlexible hours
- ...A leading health technology company is seeking a Senior Actuary to develop actuarial models and financial projections that highlight the clinical and financial value of their AI platform. Located in Palo Alto, this role involves analyzing medical claims data and creating...Senior
- ...Intuit is looking for a Principal Financial Analyst in Mountain View, California to lead financial analysis and strategic planning, working closely with various teams to drive business growth. Candidates should have over 10 years of experience in FP&A roles and strong...Senior
- ...We are seeking associates mid-senior level associates with sponsor or lender side finance experience. The ideal candidate will have experience at a peer firm representing lenders (investment and commercial banks, business development companies or other providers of debt...Senior
$88.4k - $132.6k
...Switzerland) AG is seeking a Wealth Relationship Manager in Mountain View to enhance relationships with affluent clients through tailored financial solutions. The ideal candidate will leverage strong analytical and interpersonal skills to identify client needs and offer a...SeniorFull time- ...Partners in Los Altos, California is seeking a Principal Wealth Advisor to ensure high client retention and develop personalized wealth... ...meetings while collaborating across departments for holistic financial planning. The ideal candidate will have 7-10+ years of industry...Senior
- JPMorgan Chase & Co. in Palo Alto is seeking a Senior Private Client Banker to manage and deepen relationships with affluent clients.... ...satisfaction. Ideal candidates should have 2+ years in branch banking or financial services, be able to resolve issues effectively, and comply...SeniorWeekend workAfternoon shift
- ...Cerity Partners is seeking a Principal Wealth Advisor to manage client relationships and deliver personalized wealth planning strategies... ...internal departments to provide robust support for clients' financial needs. The ideal candidate will have extensive industry experience...SeniorFlexible hours
- ...Catalyst, a16z, Kleiner Perkins, Premji Invest, UHS, Cincinnati Children’s, WellSpan Health... ...the Role Hippocratic AI is looking for a Senior Actuary to join our G&A team, reporting... ...frameworks that demonstrate the clinical and financial value of our AI platform to health plans...SeniorContract workWork at office
$135k - $250k
...Position Title: Senior Financial Advisor Salary Range: $135,000 - $250,000 base / Year DOE This is an opportunity to join a growing,... ...environment, and is excited to be part of a mission-driven firm that invests heavily in both its clients and its people....Senior- WilmerHale is looking for a Corporate associate in Palo Alto with 4-5 years of post-JD experience in areas such as emerging companies and venture financing. The role involves advising clients on business formation, equity financings, and managing teams on transactions. ...Senior
- Egnyte is seeking a Senior Financial Analyst to provide financial insights driving scalable growth. This hybrid role in Mountain View requires 4+ years of SaaS financial analysis experience and strong communication skills. You will support FP&A processes, collaborate on...Senior
$160k - $165k
JFrog is hiring a Senior Commission Analyst, FP&A in Sunnyvale, California, to oversee global commission operations and ensure accuracy in sales compensation processes. This key role collaborates with Sales leadership and requires strong analytical skills along with 5+...SeniorWork at officeRemote work$100k - $150k
Morgan Stanley in Palo Alto is seeking a Senior Client Relationship Analyst to provide exceptional service while supporting the Polk Wealth Management team. You will evaluate investment managers and co‑investment opportunities, participate in the investment process, and...Senior- Intuit is seeking a Staff Financial Analyst in Mountain View, California, to drive strategic planning and financial reporting for the QuickBooks Product organization. The ideal candidate will have over 6 years of FP&A experience, strong analytical skills, and proficiency...Senior
$105k - $125k
Egnyte is seeking a Senior Financial Analyst in Mountain View, CA to contribute to financial planning and reporting in a hybrid work environment. The role involves managing P&L reporting, budget management, and cash flow forecasting. The ideal candidate will have over...SeniorFlexible hours$141k - $206k
Google Inc. is seeking a Cloud FP&A professional to provide proactive financial insights and modeling, partnering with stakeholders to align targets and strategies. The position requires a Bachelor's degree and a minimum of 7 years' experience in financial planning and...Senior$115k - $135k
...Senior Financial Analyst, FP&A MOUNTAIN VIEW, CA - HYBRID, 3 DAYS IN OFFICE EGNYTE YOUR CAREER. SPARK YOUR PASSION. Egnyte is a place where... ...thinkers, and collaborators who embrace and live by our values: Invested Relationships Fiscal Prudence Candid Conversations About...SeniorWork at officeLocal areaWorldwideFlexible hours- Google Inc. is looking for a Senior Financial Analyst for its Google One AI Subscriptions team in Mountain View, CA. The role involves performing financial analyses for product launches and driving developments in scalable data systems while collaborating with product...Senior
$77.6k - $124.2k
A leading online legal services provider is seeking a Sr. Finance Analyst to support departments and build financial models. Located in Mountain View, this remote-first role requires a Bachelor's degree and 2-4 years of experience. The successful candidate will work collaboratively...SeniorRemote job$168k - $207k
...Senior FP&A Analyst - Supply Chain Waymo is an autonomous driving technology company... ...aspects of our finances and serves as trusted advisors for all our strategic and enterprise... ...Along with managing compilation of our financial statements, looking after our cash and...SeniorFull timeContract workTemporary workRemote work- Google Inc. in Mountain View, CA, is seeking a Senior Financial Analyst in Supply Chain Finance. The role requires a Bachelor's degree and 7 years of experience in financial planning and analysis, emphasizing collaboration and communication within a cross-functional team...Senior
- DW Simpson Global Actuarial & Analytics Recruitment is seeking a detail-oriented actuary to join their pricing team in Palo Alto, California. The candidate will lead the analysis and execution of state-level rate changes and manage new program launches. The ideal candidate...Senior
$160k - $165k
...amazing if you could join us in our journey? We are seeking a Senior Commission Analyst, FP&A to join our Global Commission team. This... ...activities, ensuring accuracy, completeness, and adherence to financial close timelines Partner with Sales leadership, RevOps, Finance...SeniorWork at officeRemote work3 days per week- ...Ernst & Young Oman is seeking a Senior in Technology Analysis to enhance client operations through SAP technology. The role requires delivering business analysis, system configuration, and requirements gathering, ensuring technical teams provide solutions aligned with...SeniorFlexible hours
- ...function responsible for M&A, strategic investments, and long-term growth initiatives across... ...business. The role offers direct exposure to senior leadership and involvement across the... ...investment opportunities Building financial models, valuation analyses, and market assessments...Senior
$105k - $125k
SR FINANCIAL ANALYST, CORPORATE FP&A MOUNTAIN VIEW, CA - HYBRID 3 DAYS PER WEEK IN OFFICE Our Corporate FP&A team is seeking a high-impact Senior Financial Analyst. This role will be a key contributor to financial planning, reporting, and decision support across the...SeniorTemporary workWork at officeLocal areaFlexible hours3 days per week$165k - $220k
...searching for a full time Trust Portfolio Senior Manager to join our team. This role will... ...be doing: Responsible for delivering investment advisory services to investment management... ...; display solid judgment in managing financial contribution of assigned relationships with...Senior16 hoursFull timeWork at officeWork from homeFlexible hours- Motion Recruitment is seeking a Senior Financial Analyst IV for a hybrid role based in Mountain View, CA. You will support product-focused FP&A initiatives and partner closely with Marketing and Corporate Accounting to drive financial clarity. The ideal candidate has over...Senior2 days per week1 day per week
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