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.
- ...first, independent wealth management firm and we are seeking an experienced financial planning professional to join its reputable advisory team. This opportunity is ideal for a client-focused planner who enjoys building meaningful relationships, delivering sophisticated...SuggestedImmediate start
$75k - $125k
...Goldman Sachs is looking for a Financial Planner in San Francisco, California. In this role, you will help shape the financial futures of ultra-high net worth clients through comprehensive personal financial planning and investment strategies. Responsibilities include...SuggestedGoldman Sachs
San Francisco, CA2 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, CA2 days ago $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, CAmore than 2 months ago- 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, providing...Full timeTemporary workWork at officeImmediate startRemote workMonday to Friday
- ...to grow advisors and clients with intention, delivering lasting financial security through highly educated, integrated planning. We are... ...and 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...Full timeInternshipWork at officeLocal areaWork from homeVisa sponsorshipFlexible hours
- Job Summary Financial planning is the foundation of Mercer Advisors. The Financial Planning Group is a centralized team of paraplanners that supports Wealth Management Teams nationwide by creating customized, comprehensive personal financial plans. This role is responsible...Temporary workWork at officeLocal areaHome officeMonday to Friday
- ...A leading global investment firm is seeking individuals to provide comprehensive financial planning for ultra-high net worth clients. The role emphasizes strong communication and organizational skills, with responsibilities including client interactions, preparing financial...Work at office
Goldman Sachs
San Francisco, CA4 days ago - ...Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management,... ...Essential Job Functions for this role include: The Financial Planner's responsibilities include, but are not limited to: Preparing...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hours
Mercer Advisors
San Francisco, CA12 days ago $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...Full timeImmediate startAfternoon shift$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$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 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
- 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...
- ...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, CA9 hours ago$99k - $116.5k
...Advisors has been helping families amplify and simplify their financial lives by integrating financial planning, investment management,... ...requires a comprehensive financial plan. In the Senior Financial Planner I role, you will work as part of our Financial Planning Group,...Temporary workWork at officeLocal areaHome officeMonday to FridayFlexible hoursMercer Advisors
San Francisco, CA8 days ago$26 - $29 per hour
...Relationship Banker to deliver a high-quality banking experience. You will manage customer relationships, achieve sales goals across various financial products, and provide critical financial services. An ideal candidate has 2+ years of banking experience and strong sales skills....Hourly payEast West Bank
San Francisco, CA2 days ago$25 - $27.88 per hour
...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 payWork at officeFlexible hoursShift workWeekend workDay shiftBank of America
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, CA4 days ago - ...committed to bringing passion and customer focus to the business Simmons Bank is a dynamic regional community bank with the full financial capabilities to meet the unique needs of our customers. We believe in empowering our associates to be a trusted advisor while providing...Night shift
SIMON
San Francisco, CA3 days ago - The Hispanic Alliance for Career Enhancement in San Francisco is looking for a professional to develop and manage profitable banking relationships with high-net-worth clients. The role demands a focus on providing expert service and personalized interaction, ensuring client...
Hispanic Alliance for Career Enhancement
San Francisco, CA3 days ago $300k - $350k
...solutions 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 with...Full timeWork at officeInsight Global
San Francisco, CA3 days ago- Personal Banker Job Duties: Provides exceptional customer service, involving receipt and payment of cash, while working in a high volume, sales environment. Follows established policies in accordance with the bank and the supervisor's direction. Meets monthly new account...
TradeJobsWorkForce
San Francisco, CA1 day 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$122.4k - $228k
...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 workBMO Financial
San Francisco, CA9 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- ABOUT THIS JOB The Private Family Office provides proactive financial counseling and full‑service implementation to address the financial complexities of CEOs, founders, private equity principals and ultra‑high net worth individuals and their families. Our clients value...ApprenticeshipWork experience placementWork at office
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