Investment Advisor: Average Salary in Oakland, CA in 2024

Key Responsibilities:Primary owner of inbound money movement across target mass market segmentConduct phone-based meetings with select prospects and customers to provide guidance throughout the funding processEducate customers on using tools and strategies for product adoptionRequired Qualifications...

We are an independent registered investment advisor (RIA) firm in the San Francisco Bay Area. The role involves providing comprehensive financial planning and investment advisory services to clients. The Financial Advisor will be responsible for developing personalized investment strategies and prov...

Focus Advisors is the leading M&A advisory firm specializing in the collision industry. This is a full-time Senior Investment Banker role at Focus Advisors. As a Senior Investment Banker, you will be responsible for both client acquisition and transaction execution. ...

Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with c...

We are the first of it's kind in the industry assisting clients to diversify cryptocurrency investments into 3 areas, Exchange (Binance, Coinbase, Kraken), Metamask, and NFT's. Our profits in Metamask project investments are 10X what an exchange return gives due to lower liquidity and cap. In terms ...

Job Functions: Create, maintain and review complex financial models and valuation analyses, including company three statement models, discounted cash flow analyses, trading comparables, precedent transactions, LBO analyses, merger models and transaction impact analyses Manage day-to-day deal executi...

We are the first of it's kind in the industry assisting clients to diversify cryptocurrency investments into 3 areas, Exchange (Binance, Coinbase, Kraken), Metamask, and NFT's. Our profits in Metamask project investments are 10X what an exchange return gives due to lower liquidity and cap. In terms ...

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clien...

This position is primarily responsible for working with the Vice President, Broker-Dealer/Investment Adviser Group, to develop and direct OGC’s program with respect to regulatory matters requiring specialized expertise in the regulation of broker-dealer/investment advisers (BD/IAs), including render...

Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with c...

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you've learned by growing and deepening relationships within a portfolio of clien...

Morgan Advisors, you are an integral member of the Financial Advisor’s team. Market and implement complex investment solutions in accordance with High-Net-Worth clients’ investment objectives. Provide investment support across a diverse suite of products and applications including, but not limited t...

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clien...

The role of Senior Client Relationship Manager (CRM) is crucial for the success of the Retirement Advisory group. This person will be responsible for a portfolio of retirement plan clients and will work alongside Plan Advisors to develop relationship strategies and ensure fiduciary wellness. They ma...

Formal Interviews will begin in February 2024* Perform Business and Financial Analyses: Research and analyze financial and operating information related to companies and industries Perform complex financial modeling and valuation analyses as part of client / industry evaluations Work side-by-side wi...

Allspring Global Investments is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals. We do this through the independence of thought that powers our investment strategies and by bringing a renewed approach to ...

Reporting to the GBFA Manager, this position will work closely with the GBFA's two Lead Financial Analysts to provide financial and administrative support to the research program directors by, in part, ensuring timely grant award payments and the recording of the appropriate entries related to such ...

Position Overview:Join the Marlan and Rosemary Bourns College of Engineering as a Financial Analyst 2, where you will play a vital role in providing financial analysis and research administration support to faculty, researchers, staff, and students. Join Our Team! Financial Analyst 2 Role at Marlan ...

Financial Analyst to support its corporate the FP&A function. Though you will not own any specific business partnering relationships, you will have an excellent birds-eye view of the total company's financials and be critical in ensuring exceptional financial reporting. The Financial Planning & Anal...

Project Manager of HOUDINI LINK. The Project Manager of HOUDINI LINK (Hospital Opioid Use Disorder treatment INItiation and LINKage to Care) provides clinical and administrative oversight for a program vital to helping San Francisco reduce the impact of opioid overdose deaths. Professional and Manag...

Knowledge relating to logical data design, data warehouse design, data integration or the management of web content or other unstructured data. Under direct supervision, acquires skills and knowledge of professional concepts in research data analysis. Knowledge of data management systems, practices ...

The Chief Investment Officer has full investment discretion, while the Regents retain responsibility for Asset Allocation and Investment Guidelines. The Senior Investment Data Analyst plays an important role in planning for, developing and executing performance and investment data related initiative...

A company is looking for a Financial Analyst, Government Receivables. ...

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A company is looking for an AI-First Real Estate Investment Associate. ...