Financial Planner
$138k - $190kRecruiting from Scratch
Financial Planner, ProductTitle of Role: Financial Planner, ProductLocation: San Francisco, on-site or remoteCompany Stage of Funding: Series AOffice Type: On-site or remoteSalary: $138K–$190KCompany DescriptionWe're representing a leading crypto portfolio and tax optimization tool that empowers users to engage with cryptocurrency confidently. This company is dedicated to making crypto accessible to everyone, ensuring peace of mind through innovative financial solutions.What You Will DoDevelop and implement financial planning strategies for product offerings, enhancing user experience and engagement.Utilize advanced AI technologies, including OpenAI and Large Language Models, to improve financial forecasting and analysis.Collaborate with cross-functional teams using tools like Notion and Slack to streamline workflows and enhance communication.Analyze user data and feedback to optimize financial products and services, driving user satisfaction and retention.Conduct regular assessments of financial performance metrics to identify opportunities for growth and improvement.Ideal Candidate Background5–10 years of experience in financial planning or a related field, with a strong understanding of product finance.Proficiency in leveraging AI tools and technologies, particularly in the context of financial services.Experience with financial software such as eMoney to support client needs and product development.Strong analytical skills with the ability to interpret data and make informed decisions.PreferredFamiliarity with cryptocurrency markets and tax implications related to crypto investments.Experience working in a startup environment, particularly within the fintech or crypto sectors.Knowledge of product management principles and practices.Compensation and BenefitsThe base salary for this role ranges from $138K to $190K, reflecting the importance of this position within the company. In addition to competitive compensation, the company offers a dynamic work environment and opportunities for professional growth.
- Reach out to Michelle Espejo via email or LinkedIn for additional information or questions regarding this listing. Financial Planner | Wealth Management Firm | Marin | Hybrid; 2-3 Days onsiteOur client is a client-first financial services firm dedicated to delivering comprehensive...Suggested
$75k - $125k
YOUR IMPACTAs a Financial Planner, you will be instrumental in helping to shape the financial futures of our firm's most strategic clients. You will work with advisors to cultivate deep, enduring relationships. Our trusted Advisor teams have worked with sophisticated ultra...SuggestedFull timeTemporary workPart timeApprenticeshipWork experience placementWork at office$140k - $190k
...code and the future of digital assets, you won't just follow a financial plan, you will build the engine that automates it for millions.... ...advisor to a Product-First Architect of Wealth. Hybrid Financial Planner Benefits - Starting Salary targeting $140K - $190K - High...SuggestedRemote workHome officeFlexible hoursSLR Search
San Francisco, CA18 days ago- ...to grow advisors and clients with intention, delivering lasting financial security through highly educated, integrated planning. We are... ...fiancée, whom he met at NM. About the Role: As a Financial Planner at Northwestern Mutual, you will be part of a team that helps individuals...SuggestedFull timeInternshipWork at officeLocal areaVisa sponsorshipFlexible hours
Northwestern Mutual - San Francisco
San Francisco, CA25 days ago - ...impact in the lives of its clients. Our network of over 4,300 financial professionals across the U.S. is committed to fostering relationships... ...pursue professional designations such as CERTIFIED FINANCIAL PLANNER TM (CFP TM), Chartered Financial Consultant (ChFC) and...SuggestedWork experience placementWork at officeLocal areaFlexible hours
Equitable Advisors LLC
San Francisco, CA4 days ago $200k - $300k
...of clients’ businesses and sources of wealth generation.* Anticipate events in a client’s life and business which have significant financial implications.* Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters.* Build...Full timeCitibank (Switzerland) AG
San Francisco, CA1 day ago- You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Relationship Executive is for you. As a Relationship Executive on the Life Sciences Banking team, you will be responsible for growing and retaining profitable...
- You are customer focused, enjoy building relationships and providing financial advice to your clients. A role as a Government Relationship Executive is for you. As a Relationship Executive in Government Banking, your primary role will be to acquire, grow and retain profitable...Local area
- ...traded but family-run since 1993, our objective has been to build one of America’s great banks, characterized by superior long-term financial results, a fortress balance sheet that provides unquestionable assurance to our depositors, and an enduring culture of growth and...Remote work
$250k
...clients’ businesses and sources of wealth generation. Anticipate events in a client’s life and business which have significant financial implications. Serve as a trusted advisor to clients who frequently seek strategic advice regarding financial matters. Build...Full timeCiti
San Francisco, CA1 day ago$250k
...clients’ businesses and sources of wealth generation.* Anticipate events in a client’s life and business, which have significant financial implications.* Bring together the appropriate product experts to develop long-term solutions that strengthen client relationships...Full timeCitibank (Switzerland) AG
San Francisco, CA7 hours ago$50.1k - $82.8k
...TitleDelivers exceptional service to BMO customers and prospects. Identifies customer needs and provides advice and guidance regarding financial solutions that are in the best interests of customers. Works collaboratively within the branch and through various channels with...Contract workPart timeLocal areaImmediate startDay shiftBmo
San Francisco, CA2 days ago$122.54k - $208.72k
...relationships with high- net- worth and ultra-high-net-worth individuals and families within a specific market. Provide integrated financial services advice to these clients including: banking, credit, asset management, trust and estate planning, and brokerage. Manages...Remote workCity National Bank
San Francisco, CA3 days ago$120k - $250k
...the business/group. Identifies emerging issues and trends to inform decision-making. Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies to help clients. Recommends business priorities, advises on...Contract workPart timeLocal areaShift workBank of Montreal
San Francisco, CA2 days ago- ...responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition...Temporary workWork experience placementLocal area
Chase
San Francisco, CA17 hours ago $82.6k - $162.8k
...working alongside experienced team members to build your consulting and technical skills. This role fits professionals across core financial accounting, procure-to-pay, or order-to-cash implementation backgrounds. Join a team that is transforming how finance and...Local areaVisa sponsorship$56.16k - $85.28k
...Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career...Full timeTemporary workWork experience placementImmediate start$52k - $55.68k
...Job Description: 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, teammates, communities and shareholders every day...Hourly payInternshipWork at officeFlexible hoursShift workWeekend workDay shift$52k - $68k
...Branch, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. You will take a lead role in acquiring, managing, and retaining meaningful...Full timeImmediate startAfternoon shift$47.84k - $64.48k
...Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career...Full timeWork experience placementFlexible hours- The Personal Banker SAFE Act at Citi in San Francisco, CA is an entry level role supporting sales and service activities with the customer service team to foster customer loyalty and grow banking relationships. You will assist in processing credit requests under $250K,...
Citi
San Francisco, CA1 day ago $300k - $350k
...Drive new asset growth, meeting goals for AUM and revenue Maintain a deep understanding of client needs, family structures, and financial goals Serve as a trusted advisor, coordinating across lending, trust, and investment teams Investment Counselor Partner...Full timeWork at officeInsight Global
San Francisco, CA3 days ago$122.4k - $228k
...of the business/group. Identifies emerging issues and trends to inform decision‑making. Maintains knowledge and understanding of financial planning principles, incorporating this into planning strategies to help clients. Recommends business priorities, advises on resource...Local areaShift workBMO U.S.
San Francisco, CA1 day ago$23 - $31 per hour
...sound judgment, flexibility, and effective teamwork in changing branch environments. This role offers meaningful exposure to a large financial institution and serves as a foundation for long‑term growth and career mobility, supported by Wells Fargo's training and coaching....Work experience placementFlexible hoursWells Fargo
San Francisco, CA4 days ago- ...Relationship Banker - San Francisco Financial Market San Francisco, California;San Francisco, California **To proceed with your application, you must be at least 18 years of age.** Acknowledge ( **Bank of America employees are required to meet all** **posting eligibility...Work at officeFlexible hoursShift workWeekend workDay shift
Bank of America
San Francisco, CA3 days ago - ...BMO Financial Group in San Francisco seeks a Retail Relationship Banker to support our DeNovo branch expansion, helping launch new locations, shape team culture, and drive client growth from day one. You will engage with customers to assess needs, offer tailored financial...
Koitecc Solutions
San Francisco, CA3 days ago - ...people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent...Immediate startAfternoon shift
- ...people make the most of their money so they can make the most of their lives by providing education and advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of Chase's affluent...Immediate startAfternoon shift
$24.92 - $30.46 per hour
...Banker At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition...Temporary workLocal area$23 - $31 per hour
...sound judgment, flexibility, and effective teamwork in changing branch environments. This role offers meaningful exposure to a large financial institution and serves as a foundation for long?term growth and career mobility, supported by Wells Fargo's training and coaching....Work experience placementFlexible hours
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