Banking and Financial Services Jobs in San Rafael California
4 positions found
Your opportunity
At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.
As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You'll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.
What you have
Required Qualifications:
- Bachelor's degree
- Active FINRA Series 7 license
- (May be obtained with a 120-day condition of employment for certified and current CFP designation or CFA designation holders, verified before hire)
- Active FINRA Series 66 license
- (May be obtained within the first 120 days)
- Three or more years advisory experience, including creating and customizing financial plans and portfolios for clients
- Five or more years in the financial services industry working directly with clients
Preferred Qualifications:
- CFP or CFA
- Superior relationship management and client retention experience
- Polished interpersonal, communication and presentation skills, attention to detail
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
We are looking for remote participants to review financial advice related to budgeting, saving money, and improving spending habits.
In this role you will explore different strategies people use to manage their finances and identify which ideas are the most helpful in real life.
Tasks include reviewing simple financial tips, evaluating money-saving strategies, and providing feedback on budgeting approaches.
The role is remote and open to anyone with an interest in personal finance or household budgeting.
Remote working/work at home options are available for this role.
- flexible daytime hours + Great team & culture This Jobot Consulting Job is hosted by: Chelsea Piekarski Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.
Salary: $20
- $35 per hour A bit about us: We are a long-established construction services organization operating in highly regulated, project-driven environments.
Our work spans complex, large-scale infrastructure and public sector projects that require strong coordination between operations, finance, and compliance.
As the company continues to grow its project backlog and Project Management team, the accounting and job cost function has become increasingly critical to the success of the business.
Finance is not viewed as a back-office function here.
This team is deeply embedded in day-to-day operations, partnering closely with Project Management to ensure projects are financially sound, compliant, and accurately reported from start to finish.
Why join us? Immediate impact supporting critical finance and operations workflows Stable, well-run construction organization with strong processes Clear scope and defined timeline Hands-on exposure to construction finance and compliance Collaborative team environment where help is genuinely valued Job Details We are seeking a Part-Time Temporary Administrative Support professional to assist our finance and operations teams with day-to-day administrative tasks during a high-volume period.
This role will support multiple team members and play a key part in keeping documentation, compliance submissions, and payment processes running smoothly.
Key Responsibilities Submit certified payroll reports and required compliance documentation Complete DIR submissions and track related paperwork Index and organize documents in a paperless system Sort, scan, and process AP invoices and statements Prepare and mail accounts payable and subcontractor checks on a weekly basis Provide general administrative support across finance and operations Schedule & Location On-site role Approximately 20 hours per week, 3 days per week Hours worked within core business hours (6:30am–4:00pm) Consistent weekly schedule preferred Preferred Background Administrative experience (construction industry exposure strongly preferred) Comfort handling documents, invoices, and compliance-related tasks Organized, reliable, and detail-oriented Interested in hearing more? Easy Apply now by clicking the "Apply Now" button.
Jobot is an Equal Opportunity Employer.
We provide an inclusive work environment that celebrates diversity and all qualified candidates receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, age (40 and over), disability, military status, genetic information or any other basis protected by applicable federal, state, or local laws.
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Search for the Chief Financial Officer
Marin Academy — San Rafael, California. Marin Academy (MA) has doubled its endowment from $15 million to $31 million over seven years and is pursuing Vision 2030 and 2050 campus plans, including a new aquatic center and housing for Penn Fellows. The MA Promise commits to free tuition for any admitted student whose family earns under $100,000 annually. MA seeks its next CFO to build on a strong foundation and imagine bold possibilities.
The next Chief Financial Officer will join the Head of School and MA's senior team as a creative partner in answering the question: What can this school become? In a time of demographic shifts, tuition pressures, and questions about value, MA's financial leader must be more than a steward: they must architect sustainable innovation, translate between vision and resources, and view financial strategy as the language of possibility.
This opportunity seeks a financial leader who works at the intersection of mission and money, where every budget reflects values and every projection shapes what students will experience. MA's finances rest on solid ground: an annual operating budget of $34 million, facilities in excellent condition, and a track record of meeting ambitious goals.
The anticipated salary range for this position is between $250,000 and $350,000 annually, commensurate with experience. MA offers competitive benefits, including health insurance, retirement contributions, and professional development support.
Screening of complete applications will begin immediately and continue until the completion of the search process. Please submit inquiries, nominations, and applications—including CV and cover letter—in confidence to:
Katie Rockman, Berkley Braden, Arianna Williams, Maria Connor
Isaacson, Miller
Academy creates a community where everyone belongs and is proud to be an equal opportunity employer. We encourage candidates from all backgrounds to apply and bring their full selves to this work.
- Join the Head of School and MA's senior team as a creative partner in answering the question: What can this school become?
- Architect sustainable innovation, translate between vision and resources, and view financial strategy as the language of possibility.
- Lead at the intersection of mission and money; ensure budgets reflect values and projections shape student experiences.
- Oversee MA's annual operating budget ($34 million), facilities, and progress toward ambitious goals, building the next chapter of MA's financial leadership.
- Proven financial leadership experience, preferably in independent schools or mission-driven organizations.
- Ability to balance strategic vision with sound financial management and clear communication with diverse stakeholders.
- Experience in budgeting, long-range planning, and endowment stewardship is preferred.
Competitive benefits include health insurance, retirement contributions, and professional development support.
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