Strategic Financial Advisor & Investment Planner
Bank of America
Bank of America is hiring a Financial Advisor to provide comprehensive financial guidance, develop client plans, and refer clients to appropriate partners. The role emphasizes meeting regulatory requirements, building client relationships, and driving responsible growth. You will triage client needs, present brokerage and banking solutions, and collaborate with partners to expand the client base while maintaining high standards of risk management. #J-18808-Ljbffr Bank of America
Vacancy posted 7 hours ago
Similar jobs that could be interesting for youBased on the Strategic Financial Advisor & Investment Planner in San Francisco, CA vacancy
$106k - $140k
...where they create the most impact. Our work spans financial planning, performance reporting, and the strategic analysis that helps NexHealth navigate an... ...years of experience in strategic finance, FP&A, investment banking, private equity, or a comparable high-rigor...SuggestedLive inFlexible hoursNexHealth
San Francisco, CA17 hours ago$140k - $160k
...pay range $140,000.00/yr - $160,000.00/yr Strategic Finance Associate – GTM We are a Technology... ...of our business, build and maintain financial models, develop KPI frameworks, and deliver insights that influence investment decisions and growth priorities. Think Chief...SuggestedFull timeElicit Executive Search, Inc.
San Francisco, CA17 hours ago- ...planning, build and own best-in-class financial models, and evaluate critical initiatives... ..., and play a key role in shaping the strategic direction of your business unit. Partner... ...highly analytical field. 2-3 years in an investment-facing environment (e.g. Investment...Suggested
Atoms
San Francisco, CA17 hours ago $10k
...place to do it. About the Role Ramp's Strategic Finance team sits at the center of how... ...tracks — and looking for people with sharp financial instincts, a builder's mindset, and the... ...finance org What You Need 1–4 years in Investment Banking, Management Consulting, VC/PE,...SuggestedFull timeWork at officeHome officeRelocation packageFlexible hoursRAMP
San Francisco, CA1 day ago$117k - $187k
...customers, and keep employees happy. The Strategic Finance team is responsible for... ...data-driven insights to inform strategic, financial, and operational decision-making across... ...across the G&A organization, supporting investment, headcount, resource allocation, and other...SuggestedFull timeWork at officeLocal area$100k - $140k
...shapes how we allocate time, resources, and investment across the business. We are looking for... ...someone with sharp business instincts, financial acumen, and an ownership mindset to... ...that drive real impact. Strategic Finance at Scribe is focused on Decision...Full timeWork at officeHome officeFlexible hours3 days per week$107k - $172k
...opportunities for our own employees by investing in their growth. We aspire to create a culture... ...needs of the team. Our Monetization Strategic Finance team is looking for a highly... ...organization. In this role, you will drive financial planning, forecasting, and performance management...For contractorsWork at officeFlexible hours$111k - $135k
...experienced Associate who will support the Strategic Finance and business planning... ...Company. The Associate will assist in financial, business plan, and liquidity reporting... ...knowledge of valuing and financing renewable investments Skills Strong analytic, strategic mindset...Full timeTemporary workWork experience placement$119k
About the Role We’re seeking a Strategic Finance Senior Associate to join Chime’s Growth... ...measure performance, and inform strategic investment decisions. Our team’s mandate is to... ...building scalable, efficient, and intuitive financial models; prior experience with Looker...Full timeWork at officeLocal areaRemote workNight shift$106k
About The Role And Team As part of the Strategic Finance - Tech Finance team, you will help scale the financial reporting, analytics, and planning capabilities and empower... ...and/or analytical experience including FP&A, investment banking, management consulting, private equity...Full timeWork at officeRemote work$160.5k - $217.5k
...Mixpanel is seeking a high-impact Strategic Finance Associate to serve as a domain owner within our Financial Planning and Analysis team. This role is a trusted advisor to functional leaders across... ...business cases for major investments with clear assumptions, risk quantification...Contract workMixpanel
San Francisco, CA11 days ago$135k - $180k
...high ownership. The Role We're hiring a Strategic Finance Associate to help build and... ...ll work directly with leadership on the financial and operational questions that matter most... ...to underwriting performance, growth investments, and strategic decision-making. You should...- ...planning, resource allocation, performing financial analysis, and acting as a business... ...requires someone who is highly analytical and strategic, a great communicator, a structured... ...procurement. Who You Are 1–5 years in investment banking, private equity, or strategic finance...Full timeWork at officeRelocationFlexible hours
Dealhub
San Francisco, CA3 days ago $140k - $165k
...on homes every year. As a member of the Strategic Finance Team, you will play a critical... ...Build and own our growing playbook of financial models and reports for in-depth analyses... ...decisions, product launches, and evaluating investment and new business opportunities—...Work experience placementWork at officeFlexible hours2 days per weekQualia
San Francisco, CA17 hours ago$61k - $119k
...Overview Becoming a financial advisor at Northwestern Mutual is a unique... ...Protection · Education Funding · Investment & Advisory Services · Trust... ...more Certified Financial Planner® licensing support2 Fully... ...commissions and fees, Strategic Employee Benefits Services...Full timeContract workFor contractorsWork at officeNorthwestern Mutual
San Francisco, CA17 hours ago$114.2k - $137.04k
...may close early due to the volume of applicants. Senior Financial Analyst - Strategic Finance The Financial Planning & Analysis team is seeking... ...years of relevant experience in FP&A, Corporate Finance, or Investment Banking Education: Bachelor’s Degree in Finance,...Work at officeLocal areaFlexible hours- ...Description Job Description Senior Analyst, Strategic Analytics and Finance Duties:... ...for business impact, creating investment cases for new initiatives/product features... ...on business impact and budget. Build financial reporting cadence, monitor key metrics,...
Cypress HCM
San Francisco, CAa month ago - ...information, please visit As a member of the Strategic Finance team, you'll sit at the... ...role for someone who wants to build financial infrastructure from the ground up at a... ...plan, integrating revenue, operating, and investment assumptions and developing scenario and...Local area
Gridware
San Francisco, CA11 days ago - Bank of America in Berkeley, CA seeks a client-focused financial advisor to provide advice and customized solutions, triage leads, refer to... ...client service as you collaborate with internal teams to deliver banking and investment solutions. #J-18808-Ljbffr Bank of America
- Bank of America is seeking a financial advisor in South San Francisco to provide tailored financial advice and solutions to clients. You will... ...requires strong communication skills and knowledge of the investment industry, along with the ability to manage complex client...
$155k - $180k
...Clara, California. About The Role: The Strategic Finance Senior Associate will be a... ...Market, and senior leadership to build the financial infrastructure and models that power our... ...business decisions and operational investment opportunities into financial terms leadership...$83k - $133k
...providing transformational opportunities for our own employees by investing in their growth. We aspire to create a culture that's built on... ...by the business needs of the team.We're looking for a Strategic Finance Associate to elevate our Premium Product's performance...For contractorsWork at officeFlexible hours$85.1k - $161.7k
...and Finance Consulting practice within our Strategic Finance and FP&A solution set. We advise clients on strategic planning, financial planning and analysis (FP&A), budgeting,... ..., private equity, venture capital or investment banking. High upside candidates with backgrounds...Full timeWork experience placementInternshipLocal area- ...GENERAL SUMMARY The FP&A Analyst will support strategic financial planning, analysis, and decision-making in a fast-paced, growth-oriented... ...for candidates with prior experience in public accounting, investment banking, consulting, transaction advisory, or similar...Work at officeLocal areaImmediate start
The Bay Club
San Francisco, CA3 days ago - ...Senior Financial Analyst Iconic. Approachable. Connected. These are some of the... ...Janie and Jack's financial planning and strategic priorities. You will be a key partner... ...actionable business strategies. Experience in investment banking is highly valued. You will...Contract workWork at officeFlexible hours
Janie and Jack
San Francisco, CA17 hours ago - ...corporate finance and capital markets role. You will own the financial model and support decisions on capital, liquidity, credit, and... ...transaction modeling. The role requires solid modeling skills from investment banking, private equity, or equivalent, and the ability to...
- ...won't just crunch numbers—you will be a strategic co-pilot helping to steer our growth, optimize our performance, and shape the financial future of a trailblazing neobank. You'll... ...Marketing to analyze unit economics, prioritize investments, and provide financial guidance for new...
Varo Bank
San Francisco, CA4 days ago - ...model" role. We want someone who treats our financial infrastructure like a product:... ...analyses that actually shape where we grow and invest. We're looking for someone who wants to... ...~ Partner cross-functionally on strategic planning and resource allocation, turning...Work at officeLocal areaRemote workShift work
Owner
San Francisco, CA1 day ago $105k - $125k
...Join to apply for the Senior Financial Analyst, FP&A role at Egnyte Join to apply for the... ...collaborators who embrace and live by our values: Invested Relationships Fiscal Prudence Candid... ...senior executives as you help drive strategic business decisions. In addition to...Full timeWork at officeLocal areaWorldwideFlexible hoursEgnyte
San Francisco, CA17 hours ago$125k - $150k
...ModelingMaintain and evolve the company's integrated financial models, including detailed P&L, balance... ...planning, and evaluate ROI on strategic initiativesProvide quantitative... ...experience in FP&A, Corporate Finance, Investment Banking, or Transaction Services.Advanced...Full timeSamba TV
San Francisco, CA3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Strategic Financial Advisor & Investment Planner. Be the first to apply!
Related searches
- junior oracle financial functional consultant San Francisco, CA
- oracle cloud financials consultant San Francisco, CA
- senior wealth advisor San Francisco, CA
- associate corporate finance San Francisco, CA
- financial advisor development program San Francisco, CA
- associate leveraged finance San Francisco, CA
- financial planning assistant San Francisco, CA
- jde finance consultant San Francisco, CA
- senior financial advisor San Francisco, CA
- financial advisor part time San Francisco, CA