Financial Services Officer Salary at Alameda Health System BETA

Paulson Investment Company, LLC is a boutique investment banking, wealth management, execution services, and retail brokerage and advisory firm focused on the micro to mid-cap (public & private) markets. We provide a broad range of investment banking services, fee-based investment advisory services, trading, marketing making, and financial products to our clients. Paulson is seeking to add Private Equity Investment Sales Associates, registered investment advisors, financial sales professionals, and proven producers to provide wealth management services and sell investment banking products to institutions and high net worth individuals. For the right candidates with prior sales or financial industry experience the firm is also looking for junior, mid-level, and senior candidates that we will sponsor for the Series 7, 63, 65, and/or 66 and provide training and partnerships with established Private Equity Investment Sales and Investment Advisory team members. The firm's emphasis includes

COMPANY DESCRIPTION: Our client is a multi-billion dollar alternative investment manager based in the Bay Area. The firm works in their office Tuesday - Thursday. JOB DESCRIPTION: Our client seeks a Family Office Investment Associate to join the team. Job responsibilities include: -Serve as trusted contact to family clients for day-to-day client service and family advisory needs. -Support investment team in oversight and implementation of client portfolios. Areas of involvement include client onboarding, portfolio deployment, single stock risk management, ongoing rebalances, investment oversight, financial planning and risk management. -Actively participate in portfolio management decisions to enable strategic family initiatives related to estate and tax-planning solutions such as transfers of interest, partnership distributions, and charitable gifting. -Present at regular meetings alongside the investment team with potential and current clients. JOB REQUIREMENTS: -At least 2-5 years o

Who we are: Lenox Advisors is a premier wealth and insurance advisory firm providing solutions for high-net-worth individuals and their families. We are professional fiduciaries with an entrepreneurial spirit. For our professionals, that means keeping our clients at the center of everything we do while also maintaining a collegial and collaborative environment in which everyone can contribute, develop relationships, and further build their business. With a national footprint, Lenox is continually looking for ambitious, experienced Sales Professionals, who will be responsible for developing new client opportunities across the wealth management spectrum including insurance, asset management, risk management, estate planning, retirement planning, children’s college education, etc. Responsibilities What you’ll be doing: Proactively establish, develop, and maintain strong client relationships through regular contact and by providing timely, value-added information, advice, and recommendatio

Relationship Banker - Berkeley area Oakland, California;Oakland, California; Berkeley, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. Were devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Wor

Relationship Banker Oakland, California **Job Description:** At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day. One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. Were devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with

As a leading firm in retirement plan consulting and wealth management, we recognize the importance of exceptional service, the power of collaboration, and the value of delivering on promises. Our team is composed of dedicated professionals committed to advancing the financial lives of clients. We aim to exceed client expectations and foster meaningful relationships. Position Overview Under the general supervision of the Managing Director (MD) and/or Senior Wealth Advisor, the Associate Wealth Advisor (AWA) is responsible for managing and monitoring client relationships. This role involves understanding clients’ financial goals, implementing financial plans, and integrating financial planning, risk management, investment management, tax planning, and estate planning services. Essential Functions Adhere to core processes and service models for delivering wealth management services. Maintain clear communication with clients regarding service expectations and deliverables. Support client r

Title: Senior Loan Processor Location: The office is located in San Francisco's Financial District. Hybrid Position: Required 3 days per week in the office (M, T, W). Please do not apply if this does not align with you. ABOUT THE COMPANY We are an independent private real estate lending and investment firm, specializing in bridge loans, bespoke lending solutions and alternative investments. Our team has over 60 years of collective real estate industry experience. We are committed to providing reliable and efficient lending solutions to our borrowers and exceptional performance, client service, and transparency to our investors. JOB SUMMARY We are seeking a detail-oriented Senior Loan Processor to join the team. The loan processor is responsible for ordering, gathering, reviewing, and preparing borrower and property documents for residential and commercial loans. This includes ensuring all loan conditions are fulfilled and meets company guidelines. The ideal candidate will have extensiv

H&P is representing a middle-market private equity firm based in San Mateo, they focus on growth investments within software & tech enabled services. With a proven track record of driving value creation in high-growth companies, they take a hands-on approach to working with management teams to execute transformative strategies. The firm offers an entrepreneurial environment where you’ll collaborate closely with senior leadership, gaining deep exposure to a variety of industries and investment processes. Position Overview: They are seeking a highly driven Private Equity Associate to join their investment team. As an Associate, you will be responsible for evaluating potential investments, conducting due diligence, developing financial models, and managing key portfolio company initiatives. This role provides a unique opportunity to work on both the buy-side of deals and actively engage in operational improvements post-investment. Key Responsibilities: Investment Analysis: Conduct thoroug