San Pablo, CA 94806 • (18.7 miles) • Full Time • $21.00 / hr • 10/27/2026

Your Opportunity: Representante de atención al cliente bilingüe Cash 1 San Pablo, CA Your Opportunity ¿Habla español? ¡Tu voz tiene poder aquí! Solicite hoy y crezca con nosotros. Su oportunidad Como representante de atención al cliente (CSR por sus siglas en inglés), ayudará a las personas de su comunidad a acceder a las soluciones financieras que necesitan, justo cuando más lo necesitan. Tendrá un papel importante en nuestro ambiente de trabajo dinámico rápido estableciendo conexiones con nuestra variada base de clientes y ayudando con transacciones como cobro de cheques, envío de dinero y pagos, mientras brinda un excelente servicio al cliente. Muchos de nuestros ejecutivos iniciaron sus carre

San Francisco, CA 94103 • (33 miles) • Full Time • 10/18/2026

Application Deadline: 11/29/2026 Address: 180 Montgomery St. Job Family Group: Wealth Sales & Service Develops, manages, retains and grows profitable banking relationships with high-net-worth clients and prospects. Assists in the design, development and delivery of solutions that meet the client’s complex balance sheet management needs while providing expert service and highly personalized interaction. Develops and executes a business plan to profitably grow overall banking revenue while maintaining adherence to the Bank’s risk tolerance. Works collaboratively in the branch and regional teams to identify and make referrals. Proactively develops internal and external networks for referral sources that generate prospects and create visibility in the marketplace. Works in a deal t

West Sacramento, CA 95798 • (31.5 miles) • Full Time • 11/1/2026

Securitas Technology, part of Securitas, is a world-leading provider of integrated security solutions that protect, connect and optimize businesses of all types and sizes. More than 13,000 colleagues in 40 countries are focused daily on our purpose to help make your world a safer place and our commitment to deliver an unparalleled client experience. With clients at the heart of all we do, our people, knowledge and technology power our connected ecosystem of health, safety and security solutions and services. This is a sales role with an emphasis on lead generation and relationship building. Working from your home office, you will set appointments with and present our commercial electronic security products and services to national and large regional accounts. We offer a generous base salar

San Francisco, CA 94199 • (32.9 miles) • Full Time • $100,000 to $110,000 / yr • 10/28/2026

Path to partner with growing CPA firm!!! This Jobot Job is hosted by: Garrett Mathison Are you a fit? Easy Apply now by clicking the "Apply" button and sending us your resume. Salary: $100,000 - $110,000 per year A bit about us: We are growing CPA and advisory firm with offices across the midwest. We assisted and advise businesses and individuals on their tax and financial goals. Why join us? We offer incentive bonuses, flexible schedules, full benefits, 401k, free parking, professional development and more! Job Details Are you ready to take your career to the next level? We are seeking a dynamic and highly motivated Senior Tax Accountant to join our growing team. This permanent, full-time position offers an exciting opportunity to work with a diverse clientele, providing comprehensive tax

San Francisco, CA 94111 • (31.1 miles) • Full Time • 10/29/2026

Chief Compliance and Legal Officer The Chief Compliance and Legal Officer leads the company’s compliance and legal function and is responsible for keeping the organization aligned with regulatory requirements while supporting practical business execution. This role is expected to bring sound judgment, strong leadership, and a disciplined operating approach. The right person will understand the company’s products, growth objectives, customer profile, risk profile, and regulatory environment, then translate that understanding into clear guidance, efficient processes, and a purposeful compliance department Chief Compliance and Legal Officer Responsibilities: Lead the compliance program and department Provide practical legal and regulatory guidance Own outside counsel strategy and

San Francisco, CA 94102 • (32.6 miles) • Full Time • $75,000 to $250,000 / yr • 11/2/2026

Licensed Financial Advisor Portable Book of Business: $25M+ AUM Locations: San Francisco, CA | New York, NY | Chicago, IL | Houston, TX Confidential Search Conducted by Spalding Hall Enterprises, LLC Are you an established Financial Advisor with a portable book of business who is looking for a stronger platform to accelerate growth? We are conducting a confidential search on behalf of a premier global investment banking and wealth management firm seeking experienced Financial Advisors with approximately $25M-$50M in transferable assets under management (AUM) . This opportunity is ideal for advisors who want access to institutional-caliber resources, sophisticated wealth planning capabilities, robust operational support, and a compensation structure designed to reward long-term growth. Whet

San Francisco, CA • (34.5 miles) • Full Time • $130,000 to $150,000 / yr • 11/2/2026

Career Renew is recruiting for one of its clients an Insurance Solutions Consultant - this is a hybrid role in San Francisco. Salary range: 130-150K USD plus benefits plus equity. We are looking for an Insurance Solutions Consultant with 5-10 years of commercial insurance brokerage experience to bring real industry expertise to Fulcrum's customers and product team. This person is a tech-savvy, friendly generalist account manager who speaks the language of brokers. You'll help onboard and win over some of the largest brokerages in the country, and your insurance knowledge will shape how we build the agentic operating system for insurance. What will you be doing? Running implementation, configuration, onboarding and training for new brokerage customers, including hands-on manual setup work D

Windsor, CA 95492 • (35.1 miles) • Full Time • $65,000 to $150,000 / yr • 11/2/2026

Benefits: Health insurance Paid time off Training & development 401(k) 401(k) matching Bonus based on performance Competitive salary As a Financial Services Representative with Renee Hyde Ins and Fin Svcs, Inc., State Farm, you will successfully sell financial products to new and existing customers. Products include but not limited to Life Insurance, Annuities, Mutual Funds, and Supplement Health products. Sales are achieved through a consultative approach, educating customers on their financial options and finding the right products to meet their needs. RESPONSIBILITIES: Provide clients with financial planning and investment advice. Assist clients with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financia

San Francisco, CA 94111 • (31.1 miles) • Full Time • 11/2/2026

Since 2004,BakerAvenue has guided clients through personal and professional transitions. Our firm provides comprehensive wealth management and investment expertise for high-net-worth individuals, families, trusts, foundations, and endowments. We are headquartered in San Francisco with offices in New York, Dallas, Seattle, San Diego, and Naples. At BakerAvenue, we care about our people and believe in the importance of personal connections and collaborative efforts. Our success is driven by the relationships we form with our colleagues and clients.Our values of community, excellence, trust, and inclusion are at the heart of everything we do. These values are our inspiration for how we serve our clients, employees, and the community we share. BakerAvenue is proud to be recognized by leading c

Petaluma, CA • (18.7 miles) • Part Time • 11/1/2026

For People Who Are Ready to Bet on Themselves Some people want a job. Others want ownership, growth, flexibility, and the chance to build something meaningful. At Pearson Agency , we’re looking for ambitious, coachable professionals who are tired of income ceilings and want an opportunity where effort, skill, and results directly impact their earnings. Many of our top agents come from backgrounds in athletics, sales, entrepreneurship, management, education, healthcare, military service, and other achievement-oriented fields. No insurance experience is required. What matters most is your work ethic, coachability, communication skills, and desire to grow. About the Role You’ll meet virtually with families who have requested information about protecting their financial future. Your role is to

Sonoma, CA • (10.3 miles) • Full Time • 11/1/2026

Project Manager / Estimator – Lead Industrial Civil & Heavy Construction Projects for Eleven Engineering, Inc. Job Overview Company: Eleven Engineering, Inc. Salary/Pay Rate: $135,000 - $160,000 per year plus Annual Bonus Location: Petaluma, CA (20% travel required) Job/Employment Type: Full Time Project Scope: Industrial Civil & Heavy Construction Mandatory Licences & Certifications: None Required The Opportunity You will lead industrial earthwork and civil construction execution from initial bid estimation through project completion. This dual-scope position allows you to drive project outcomes while shaping cost strategies within an employee-centric company culture. You will work in an environment that prioritizes your professional development and recognizes your individual contribution

Rohnert Park, CA • (23.7 miles) • Full Time • $60,000 to $100,000 / yr • 11/1/2026

Estimator - Precision Sheetmetal and Machining plays a critical role within a small team as part of the Sales Department, responsible for providing accurate cost assessments and job quotes for manufacturing projects involving sheet metal fabrication and CNC machining. This role involves close interaction with vendors and clients, thorough blueprint interpretation, and precise data documentation to ensure project success without the need for travel. Some remote work and flexible schedule available. Responsibilities Perform cost estimation for sheet metal fabrication and machining projects Analyze material requirements and specifications Prepare and deliver job quotes based on project needs Interpret technical blueprints and drawings accurately Coordinate with vendors to ensure proper materi

San Francisco, CA 94111 • (31.1 miles) • Full Time • 11/1/2026

Farmers Insurance is seeking motivated, entrepreneurial professionals to join our Associate Agent Development Program a structured career path designed to prepare high-performing individuals for future agency ownership. This is not just another sales role. The Associate Agent Program is a hands-on development opportunity that allows candidates to begin building their own book of business from day one while receiving the training, mentorship, and operational support necessary to become a successful Farmers Agency Owner. Through the support of the Farmers Insurance San Francisco District Office, Associate Agents receive access to industry-leading training, marketing resources, business development coaching, and ongoing mentorship designed to help them grow into full-time Retail Agency Owners

San Francisco, CA 94115 • (32.4 miles) • Full Time • 11/1/2026

The Opportunity Finance teams at B2B companies lose cash the same way every month: an invoice ages past 45 days, someone sends an email, no reply, someone calls, voicemail, they call again next week, still nothing. AR teams spend 60–70% of their week on manual follow-up instead of posting cash, closing disputes, or analyzing aging. Adding headcount doesn't fix it; manual follow-up simply doesn't scale, and every ERP hits the same wall. Problem and solution validation are complete. Live pilots are running with early design partners and entering production evaluation. The next phase is proving in-production reliability, delivery economics, and scalability. The teams that ship credible AI workers into finance-sensitive functions in the next 18 months will define the category. We intend to be

Woodland, CA 95695 • (38.6 miles) • Full Time • 11/1/2026

The Morning Star Company Enterprise Finance Partner Woodland, CA About the Company The Morning Star Company and its affiliates operate three tomato processing facilities in Central California, processing about 40% of the California processing tomato crop, in addition to tomato growing, transplanting, harvesting and trucking operations. The company employs approximately 500 year-round and over 3,000 seasonal colleagues. The Morning Star Company is the largest independent producer of bulk tomato ingredient products (tomato paste and diced tomatoes) in the world. We also produce canned tomatoes, tomato products and specialty sauces in pouches for customers in the retail and food service markets. The company is known worldwide for its innovation and integrity. We are organizationally structure

Napa, CA 94559 • (1.1 miles) • Full Time • $36,000 to $100,000 / yr • 10/31/2026

Benefits: Competitive salary Health insurance Paid time off Training & development Opportunity for advancement ROLE DESCRIPTION: Colton Bickle State Farm is looking for a friendly, motivated Entry-Level Bilingual Account Representative to join our team! If you enjoy helping people, speaking with customers, and want to build a long-term career, this could be the perfect fit for you. No insurance experience? That’s completely okay we will train you from the ground up and help you earn your insurance license. All we ask is that you bring a positive attitude, strong work ethic, and a willingness to learn. Your bilingual skills will make a big difference as you help serve and support our diverse community. WHAT YOU’LL DO: Build relationships with new and existing customers Answer questions and

Walnut Creek, CA • (26.7 miles) • Full Time • 10/31/2026

At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive. We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investments decisions in every stage of their lives. Our culture is grounded in our CORE values: Client First, One T

San Francisco, CA 94108 • (31.7 miles) • Part Time • $21.00 / hr • 10/31/2026

Currency Exchange International (CXI) is a Money Service Business based in Orlando, Florida. Currency Exchange International, Corp. is a publicly traded company on the Toronto Stock Exchange (CXI) and OTC (CURN). CXI provides a wide range of foreign exchange services to customers in the United States. CXI’s primary business channels to service customers are through its company-owned branch locations and foreign exchange partnerships with financial institutions and corporations. CXI has been providing global payment solutions for clients that span wide-ranging industries. As one of North America's leading foreign exchange wholesalers, CXI can provide personalized and efficient service, competitive rates, as well as a number of settlement options. Visit our website to explore Life at CXI: ht

San Francisco, CA 94105 • (31.5 miles) • Full Time • 10/31/2026

Actively seeking a Private Bankerfor a very successful regional financial institution: Responsible for new business development, retention, and growth of high net worth client relationships. Coordinates and leverages a teamof banking, trust, and investment professionals around client that meets and exceeds client needs. Incumbent is a highly seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert advice in all areas of Wealth Management. Job Requirements Bachelor's degree, or equivalent work experience 5+years of experience in high net worth client wealth management activities Excellent relationship management, networking and business development skills Extraordinary talent for driving business Ability to partne

Clayton, CA 94517 • (32.3 miles) • Full Time • $28.00 to $38.00 / hr • 10/31/2026

Benefits: 401(k) matching Dental insurance Health insurance Vision insurance Paid time off About Us: At The McGallian Insurance Agency, we are committed to providing exceptional insurance and financial services to our clients. We uphold a tradition of excellence and personalized service. We are looking for a dynamic and enthusiastic Insurance and Financial Services Specialist to join our team and help us continue to deliver unparalleled support and solutions to our valued customers. Job Description: Are you a passionate problem-solver with a knack for building lasting relationships? Do you thrive in a fast-paced environment where no two days are the same? If so, we have the perfect opportunity for you! As an Insurance and Financial Services Specialist, you will be the go-to expert for our

Orinda, CA 94563 • (25.1 miles) • Full Time • $60,000 to $85,000 / yr • 10/30/2026

Benefits: Simple IRA Bonus based on performance Dental insurance Flexible schedule Health insurance Opportunity for advancement Paid time off Training & development Vision insurance Banuelos Insurance Solutions | Orinda, CA or Pinole, CA Launch Your Career with a Team That Invests in Your Success Are you friendly, outgoing, and looking for a career where you can make a real difference? Do you enjoy meeting new people, building relationships, and helping others? Banuelos Insurance Solutions is looking for a motivated Insurance Office Representative to join our growing team in Orinda or Pinole, CA . We're searching for someone with a positive attitude, strong people skills, and a genuine desire to learn and succeed. No insurance experience is requiredwe're looking for the right personality a

Santa Rosa, CA • (27.1 miles) • Full Time • $55,000 to $85,000 / yr • 10/30/2026

Licensed Insurance Sales Representative Stonefield Insurance Brokers is seeking a motivated and relationship driven sales professional to join our growing team. No cold calling purchased lead lists, or low-intent leads . Unlike many insurance agencies, we provide a consistent flow of high-intent inbound leads from a diverse mix of marketing and referral channels. These are individuals and businesses actively shopping for insurance, creating strong conversion opportunities from day one. Our goal is simple: provide our sales team with genuine opportunities, industry-leading tools, and the support needed to build a successful career. What We Offer • High-intent inbound leads actively seeking insurance quotes • No cold calling, or reliance on low-quality purchased lead lists • Strong lead-to-c

San Francisco, CA 94103 • (33 miles) • Full Time • $400,000 to $550,000 / yr • 10/30/2026

Are you motivated and looking for a meaningful career change? Step into a recession-proof industry with unlimited earning potential, unmatched mentorship, and the opportunity to lead a thriving team. As an Agency Manager, you'll oversee business growth, recruiting, team development, and customer success across auto, home, life, and commercial insurance. You'll work closely with district leadership to build a high-performing team and ensure operational excellence all while enjoying the flexibility to serve your clients through a broad range of insurance solutions. The Opportunity: Earn new business sale bonuses up to 360% of new business sales in your first year, with quarterly and annual incentives that continue beyond. Receive up to $500 per month in marketing assistance. Sell personal li

San Ramon, CA 94583 • (35.9 miles) • Full Time • $60,000 to $75,000 / yr • 10/30/2026

Our office is rapidly growing and we are looking to hire the right individual to fit right into our company. We are currently seeking to fulfill a full-time position. Our Account/ Office Manager will be responsible to provide leadership for exceptional customer service to our current clients and new prospects, processing policy change requests, maintain knowledge of our products, and answer any questions our clients may have. P&C Licensed and 3+ years of Insurance industry knowledge and experience is required. Responsibilities Communicating with clients by phone, through email and face-to-face to ensure their needs are understood and addressed Building strong client relationships to maintain old business and acquire new customers Collaborating with other areas of the Agency to ensure they

San Leandro, CA 94577 • (36.7 miles) • Full Time • $20.00 to $25.00 / hr • 10/30/2026

Job Summary: Perform daily count audits of pick slots to support selection and operations. Audit completed orders to ensure selector accuracy and inbound replacement accuracy . Verify outgoing product for correct pallet size and quantities as per shipping documents. Assemble and disassemble palletised merchandise during audits. Pick up stray cases in aisles and prepare them for sale. Participate in rack re-labelling projects . Communicate recurring issues and audit findings to management. Ensure error-free documentation by accurately completing paperwork. Job Requirements: Prior experience in warehouse selection and loading operations . Strong math skills and attention to detail . Ability to work independently with minimal supervision . Capable of motivating and collaborating with others t

San Leandro, CA 94577 • (36.7 miles) • Full Time • 10/30/2026

Title: Warehouse Clerk Location: San Leandro Milk Plant : San Leandro, CA 94577 Reason for role: Leave of Absence Coverage only Payrate : $25.00 per hour W2 / Contract Duration: Uptil 6 months Shift: 1st shift: 6:30am - 3pm Tuesday through Saturday Selected candidates will interview interview onsite at San Leandro Milk Plant. Position Summary: We are seeking a highly organized and detail-oriented Warehouse Clerk to support daily warehouse shipping operations, inventory control, transportation coordination, and administrative activities. This role serves as a key communication link between warehouse operations, drivers, stores, customers, vendors, and internal departments to ensure accurate and timely shipment processing. The ideal candidate will have experience in logistics, inventory mana

Brentwood, CA 94513 • (39 miles) • Full Time • 10/30/2026

We’re looking for experienced financial professionals to join our team. Whether you’re looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there’s no better place to work than New York Life Insurance Company. So if you’re interested in new market opportunities, expanding your products and services, or giving your clients greater peace of mind, we can help. Job description New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a long-term financial strategy to achieve their financial goals using a comprehensive array of financial products and services, including life insurance, investments, an

Livermore, CA 94551 • (43.7 miles) • Full Time • $44,000 to $64,000 / yr • 10/30/2026

Are you looking for a career to replace your job? Shellee McLaughlin Farmers Insurance in Livermore, California, is looking for an experienced customer service representative to join our team. In this role, you will be responsible for servicing clients utilizing phone, email, and face to face interactions. Your prior experience in the industry will help you provide an exceptional experience to our customers. If you are an active listener, quickly build rapport with customers, are motivated, and are invested in your growth and success , this may be the perfect position for you. Apply today! Responsibilities . Provide exceptional customer service and support. Develop and maintain client relationships. Presents and explains insurance policy options based upon prospective client needs and thei

Alameda, CA 94502 • (34.8 miles) • Full Time • $57,000 to $85,000 / yr • 10/28/2026

Benefits: 401(k) matching Bonus based on performance Competitive salary Dental insurance Flexible schedule Free food & snacks Opportunity for advancement Wellness resources 401(k) Company parties Free uniforms Health insurance Training & development Join a winning insurance and financial services team. Apply for our Sales Team Member position and be coached to earn at a high level through your hard work and sales performance. We have the reviews to prove it! Unexpected events happen. We are looking for sales team members who want to become an insurance and financial services expert and get involved in the lives of others by helping them plan for the financial impact that occurs when the unexpected happens. Many people procrastinate or make poor insurance and financial product decisions, of

Hayward, CA 94544 • (43.6 miles) • Full Time • $25.00 to $31.00 / hr • 10/28/2026

Benefits: 401(k) matching Company parties Free food & snacks Free uniforms Health insurance Opportunity for advancement Paid time off Training & development ROLE DESCRIPTION: Jeff Sinfuego - State Farm Agent is seeking a qualified and empathetic professional for the role of Life Insurance Position - State Farm Agent Team Member. As a customer-oriented expert, you will market Life/Health insurance services and products to benefit customers and their families. Your sales experience equips you to continually grow your income as you provide the necessary support and reassurance. As a strategic and emotionally intelligent resource to the community, we are excited to expand our successful agency with your skillset. RESPONSIBILITIES: Consult on life insurance products to customers. Assist custome

Napa, CA • (4.2 miles) • Full Time • $50,000 / yr • 10/28/2026

Are you ready to make $100,000+ this year? I am seeking a Licensed Insurance Agent who hates the traditional Agency model to join my Personal & Commercial Lines Insurance Agency. I will provide you Inbound Live Transfers and Realtime Online Quote Requests, State of the Art Technical Equipment & Systems, Real World Professional Training & Support and a Positive & Encouraging Office Environment. Responsibilities: Show Up and Step Up Develop suitable insurance plans based on clients' needs, propose & close to new and existing clients Resolve client inquiries and concerns Comply with insurance standards and regulations Track activities and Follow Ups Qualifications: CA Insurance License or willing to get licensed Previous Results Driven Experience in Insurance, Tele-Sales, Outside / Inside Sal

Sonoma, CA 95476 • (9.8 miles) • Part Time • $21.00 to $25.00 / hr • 10/28/2026

Benefits: Bonus based on performance Competitive salary Flexible schedule Position Overview I am a local State Farm Insurance Agent looking to hire an outgoing and customer-focused individual who enjoys working with the public. Do you aspire to some day run your own business, be an advisor looked to in your community, and lead a team? As part of my successful team, I will assist in developing your business leadership skills, industry and State Farm business acumen, as well as sales and marketing experience. This development and mentoring can lead you in the right direction to better prepare you for a potential career as a State Farm agent. As part of this opportunity, you will learn from an experienced agent, see what it's like to run a business and help grow an agency. Responsibilities De

Pinole, CA 94564 • (17.3 miles) • Full Time • $3,000 to $10,000 / mo • 10/28/2026

Benefits: Bonus based on performance Paid time off State Farm- Amaral Insurance & Financial Services Inc is seeking a qualified and empathetic professional for the role of Life Insurance Account Manager. As a customer-oriented professional, you will market Life/Health insurance services and products to help benefit customers and their families. Your sales experience equips you to continually grow your income as you help customers with options for needed security for times of distress and vulnerability. RESPONSIBILITIES: Consult on life insurance products to customers. Assist customers with life insurance applications and claims. Provide customers with information on life insurance plans and options. Maintain compliance with life insurance regulations. QUALIFICATIONS: Knowledge of life insu

Santa Rosa, CA 95405-6771 • (27.1 miles) • Full Time • $40,000 to $75,000 / yr • 10/28/2026

Build a Career, Not Just Another Sales Job If you're motivated by achievement, enjoy helping people, and want a career with real advancement opportunities, we'd like to meet you. The Spina Insurance Agency s seeking ambitious professionals to join our Protg Program, an elite career development program designed to help talented individuals build successful insurance careers through professional training, mentorship, and hands-on experience. You'll work alongside experienced Agency Owners, learn proven sales strategies, and develop the skills needed to become a trusted insurance advisor for individuals, families, and business owners. Top performers may have the opportunity to advance into future leadership roles, including the potential to become a Farmers Agency Owner. Responsibilities What

Moraga, CA 94556 • (29.8 miles) • Full Time • $50,000 to $75,000 / yr • 10/28/2026

Benefits: 401(k) matching Bonus based on performance Health insurance Opportunity for advancement Paid time off Training & development Competitive salary Insurance Account Representative – Sales & Customer Relationships Love connecting with people, helping others, and achieving results? Come grow with us! We're a successful, growing State Farm insurance agency in Moraga, and we're looking for an enthusiastic, motivated, and sales-minded professional to join our close-knit team! We take pride in delivering outstanding service (check out our online reviews!), supporting each other, and making a real difference in people's lives. We work hard, have fun, and genuinely enjoy what we do. If you're a proactive, goal-oriented person who loves building relationships, takes ownership of your success

San Francisco, CA 94105 • (31.5 miles) • Full Time • $70.00 to $73.00 / hr • 10/28/2026

Job Title: Cloud ERP GT Consultant Location: San Francisco, CA (Hybrid) Duration: Immediate Start through June 2027 Max Rate: *** Top 3 Skills for Beeline 1. GTreasury or Kyriba Implementation 2. Treasury Management 3. Cash Management Job Summary Seeking an experienced Treasury Management Consultant with strong implementation expertise in Treasury and Cash Management solutions. The consultant will support the design, configuration, integration, testing, and deployment of treasury platforms including GTreasury and/or Kyriba while partnering with finance and business stakeholders to optimize cash visibility, liquidity management, treasury operations, and banking processes. Required Skills " GTreasury Implementation " Kyriba Implementation " Treasury Management " Cash Management " Treasury In

San Francisco, CA • (34.5 miles) • Full Time • 10/28/2026

Location: San Francisco, CA (Hybrid – 3 days in office) Compensation: Base Salary: $130,000–$180,000 (depending on experience and credentials) Bonus: 10–25% based on client retention, engagement, and team contribution Business Development Incentive: Additional variable comp tied to new client revenue (typically 5–10% of first-year revenue or structured payout) Total Compensation Potential: $160,000–$250,000+ Our client is a highly respected, team-oriented wealth management firm with a strong track record of long-term client relationships and internal collaboration. The team is tenured, supportive, and genuinely enjoys working together. They take pride in delivering thoughtful, high-touch advice and celebrating wins as a group. They are seeking a Lead Financial Advisor who can step into a m

South San Francisco, CA 94080 • (41 miles) • Full Time • $120,000 to $160,000 / yr • 10/28/2026

Opportunity Statement We are seeking an Insurance Manager to oversee the organization’s insurance programs and risk management activities. This role ensures the company maintains adequate protection against financial loss, manages claims efficiently, and supports compliance with regulatory requirements. The Insurance Manager will work closely with internal departments, brokers, and carriers to optimize insurance strategies and mitigate risk. Role Responsibilities The Insurance Manager is expected to manage all aspects of insurance programs, risk management, and claims oversight: Manage and administer company insurance programs, including property, liability, workers’ compensation, auto, health, and other lines of coverage. Evaluate current coverage to ensure adequate protection and cost-ef

Dublin, CA 94568 • (41.7 miles) • Full Time • $100,000 / yr • 10/28/2026

Are you looking for an opportunity to build a rewarding career in finance, even if you have limited prior experience? Our firm is seeking ambitious individuals eager to learn and grow in the financial services industry. As a Financial Representative, you will provide financial guidance to individuals, families, and businesses, helping them achieve their long-term financial goals. Through our structured training program, you’ll gain the skills and knowledge needed to succeed while building a business that makes a meaningful impact. Benefits include; • Flexible schedule with remote and limited in-person work options. • Comprehensive benefits package, including health, dental, vision, 401(k), pension, and life insurance. • Training allowance and performance-based incentives. • Company-sponsor

San Francisco, CA • (34.5 miles) • Full Time • $175,000 to $275,000 / yr • 10/27/2026

Lavendo partners with startups and highgrowth companies to help them hire toptier sales, GTM, and technical talent. This role is with one of our clients; we’ll share full details about the company and interview process as we get to know you and confirm mutual fit. About the Company Our client is a fast-moving AI startup in San Francisco that recently closed a $30M Series A with participation from Y Combinator. The team builds fully managed reinforcement learning (RL) environments and benchmarks - high-quality computer-use and tool-use "gyms" - that frontier AI labs use to train agents to do real financial services work: Excel modeling, PowerPoint creation, and more across investment banking, private equity and hedge funds. They work directly with OpenAI, Anthropic and Google DeepMind to tr

Sonoma, CA 95476 • (9.8 miles) • Full Time • 10/25/2026

If you are looking to provide top retail banking performance and service excellence in an upbeat positive setting, we are looking for you! Bank of Marin, voted by our employees as one of the "Best Places to Work" in the North Bay Business Journal, is looking for an eager and friendly experienced Retail Banker to work at our Roseville branch. At Bank of Marin our Retail Bankers play a valuable role in a branch team. They must be consistent in providing prompt, courteous, and efficient customer service, while helping to match financial products to the needs of our customers. The Retail Banker is responsible for consistently selling Bank services and products, while also making qualified referrals to Bank partners. Their secondary role will be to provide support in areas as needed in the bran