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Financial advisor Jobs in Daly City, CA

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Financial advisor • daly city ca

Last updated: 10 days ago

Financial Operations

Success Matcher RecruitmentSan Francisco, California, United States
Full-time
Quick Apply

Our client is a rapidly scaling, operationally excellent technology company that is fundamentally modernizing critical infrastructure for the digital age.Backed by top-tier venture capital, they bu... Show more

Financial Advisor

BmoSan Francisco, CA, United States
$69,000.00 yearly
Part-time

Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in the best interest of the customer.Determines client nee... Show more

Wealth Financial Advisor

CAPTRUSTSan Francisco, CA, United States
$90,000.00 yearly
Full-time

Join Our Team as a Financial Advisor at CAPTRUST!.Are you passionate about helping clients achieve their financial goals? CAPTRUST is seeking a dedicated Financial Advisor to build and manage a hol... Show more

Financial Aid Advisor

Unitek LearningSouth San Francisco, CA, United States
$25.00 hourly
Full-time

As our Financial Aid Administrator (FAA), you will meet and communicate with current, prospective and alumni students to guide them through the financial aid process.As an FAA, you will report dire... Show more

Financial Advisor - BMO Bank

LPL FinancialSan Francisco, CA, United States
Full-time

LPL Financial partners with banks to offer a complete menu of financial services to bank clients.This employment opportunity at BMO Bank in San Francisco, CA would allow you to join the Investment ... Show more

Licensed Financial Advisor Opportunities

Valued Merchant ServicesSan Francisco, CA, US
$75,000.00 yearly
Full-time
Quick Apply

Spalding Hall Enterprises, LLC  Recruiting Firm  Financial Advisor Opportunities for advisors with $25M in portable business San Francisco, CA, New York A premier global investment bankin... Show more

Financial Controller

Air AppsSan Francisco, CA, United States
Full-time

At Air Apps, we believe in thinking bigger and moving faster.We're a family-founded company on a mission to create the world's first AI-powered Personal & Entrepreneurial Resource Planner (PRP), an... Show more

Financial Advisor

City National BankSf, CA, US
$95,000.00 yearly
Full-time

WHAT IS THE OPPORTUNITY? Less experienced Financial Advisors (FA) will work in tandem with an assigned Senior Financial Advisor (SFA) to provide sales and client and colleague service support cover... Show more

Financial Advisor

Northwestern MutualSan Francisco, CA, United States
$61,000.00 yearly
Full-time

Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go... Show more

Financial Solutions Advisor - Stonestown Financial Center

Bank of AmericaSan Francisco, CA, United States
$70,000.00 yearly
Full-time

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.At Bank of America... Show more

Financial Analyst

SF Fire Credit UnionSan Francisco, CA, United States
$86,000.00 yearly
Full-time

Where it all began In 1951 SF Fire Credit Union first opened its doors from a modest 10? 15? office space in 17 Engine.It was from those humble beginningswhere everyone pitched in to help one anot... Show more

Financial Advisor

TradeJobsWorkforce94160 San Francisco, CA, US
Full-time

Financial Advisor Job Duties: Serves as an advisor to provide an advice-based approach to financi... Show more

 • Promoted

Financial Analyst/Senior Financial Analyst

See's CandySouth San Francisco, CA, United States
$120,000.00 yearly
Full-time

Work is Sweet! 'Quality without Compromise' is not just a motto at See's Candies.It is the most important ingredient in our recipe for success.See's Candies has been in business since 1921 and main... Show more

VP Financial Advisor

Wealth Enhancement GroupSan Francisco, CA, United States
$164,000.00 yearly
Full-time

Wealth Enhancement Group has an exciting opportunity for a VP Financial Advisor to join our team in Northern California.This role is a key member of the advisory team and will help clients achieve ... Show more

Financial Advisor - Greater San Francisco Bay Area

Thrivent Financial for LutheransSan Francisco, CA, United States
Full-time

Make an impact providing expert financial advice with heart.Thrivent is a different kind of financial services firm, one that puts generosity at the center of saving and investing.Here, you'll make... Show more

Financial Advisor

Northwestern Mutual Life Insurance CompanySan Francisco, CA, United States
$61,000.00 yearly
Full-time

Financial Advisor Opportunity At Northwestern Mutual.Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their go... Show more

Associate Financial Advisor

Northern TrustSan Francisco, CA, United States
$85,330.00 yearly
Full-time

Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.Northern Trust is proud to provide innovative f... Show more

Registered Financial Advisor - San Francisco

Human AgencySan Francisco, CA, United States
Full-time

Registered Financial Advisor - San Francisco.We're scaling rapidly and have a growing pipeline of opportunities that demand exceptional talent across disciplines.Our mission is to bring on individu... Show more

Assurance Advisor - Financial Services Office - Manager - Multiple Positions - 1713196

EYSan Francisco, CA, United States
$141,378.00 yearly
Full-time

Assurance Advisor - Financial Services Office - Manager.Location: San Francisco Salary: Competitive.At EY, we're all in to shape your future with confidence.We'll help you succeed in a globally con... Show more

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Financial Operations

Financial Operations

Success Matcher RecruitmentSan Francisco, California, United States
30+ days ago
Job type
  • Full-time
  • Quick Apply
Job description

Our client is a rapidly scaling, operationally excellent technology company that is fundamentally modernizing critical infrastructure for the digital age. Backed by top-tier venture capital, they build seamless, reliable hardware and software solutions that power the modern enterprise.


We are looking for a versatile, sharp, and execution-oriented Financial Operations & Accounting Lead with 3 to 6 years of experience to own and scale our accounting and financial infrastructure. In this role, nothing is beneath you, and nothing is too big. You might be selecting and implementing a new enterprise ERP system one day and rolling up your sleeves to chase down an outstanding payment the next. Your mission is to build the foundational systems, workflows, and controls that ensure the business scales efficiently and with absolute financial integrity.


What Will You Do:

  • You will completely map out our existing workflows, spot inefficiencies before they become bottlenecks, and implement multiple new systems across revenue, billing, and accounts payable.
  • Own the selection, deployment, and optimization of financial software for reporting, billing, procurement, and audits.
  • Strengthen and accelerate the month-end close process, transitioning it into a highly efficient, scalable machine.
  • Partner across departments to guide financial decisions, optimize cash management, and ensure robust accounting controls as inventory and operations expand.
  • Over time, build and mentor a high-performing financial operations team that values both how the work gets done and the results achieved.


Key Requirements:

  • Experience: 3–6 years of professional accounting experience, ideally starting with a strong foundation at a Big 4 accounting firm (Deloitte, EY, PwC, KPMG).
  • Startup Agility: Proven experience working within a fast-paced, high-growth startup environment (ideally Series A to C, 50–500 employees).
  • Process Ownership: Direct experience owning end-to-end financial workflows, including Accounts Payable (AP), Accounts Receivable (AR), billing, and complex financial systems.
  • Systems & Audits: A proven track record of successfully implementing/optimizing financial tech stacks and leading corporate audits.
  • Industry Exposure: Hands-on experience working within businesses that manage physical inventory or hardware.
  • Technical & Hard Skills: Advanced proficiency in data analysis (deep in spreadsheets) alongside a flawless grasp of core accounting principles (accrual accounting, month-end close).
  • Location: Must be based in the Bay Area and able to commute to the San Francisco office 3 days a week.