Investment Advisor & Representative Salary at Pettinelli Financial Partners BETA

SVP Wealth Advisor About the Company: We're representing one of the fastest-growing financial planning firms in the industry in their search for Financial Advisors. Well-backed and recognized as such, the platform is built on proprietary technology and is dedicated to delivering optimal wealth management solutions. This is a growth hire, and the firm has added billions of AUM in just two years. Their success is largely thanks to a combination of a client-centric approach and the use of advanced technology aimed at delivering complex financial strategies in a frictionless fashion. About the Role: As an Advisor, you’ll play a key role in guiding clients through complex financial decisions while shaping the future of advisory services. Your focus will be on building relationships, offering strategic advice, and driving business growth—without getting bogged down by administrative work. With a background in serving HNW and UHNW individuals, you likely hold designations such as CFP, CPA, or

*Must be in San Francisco Bay Area At Northwestern Mutual, Build a Business for Yourself, but Not by Yourself. Northwestern Mutual was named one of the World’s Most Admired Companies® in our industry by Fortune’s annual survey in 2024 and ranked 111 by Fortune 500®, affirming we are among America’s premier companies. For over 165 years, our Financial Advisors have helped clients through comprehensive and innovative financial planning, keeping them consistent and on track to meet their financial goals. As a Northwestern Mutual Financial Advisor, you’ll build lasting relationships with your clients, help them achieve their financial goals, and help solidify your future, too. Through our award-winning training and development programs, career changers like yourself are assigned a mentor and receive ongoing support to help you build your career. Your hard work will be rewarded with opportunities for growth and unlimited income potential, including the chance to pursue a leadership role tha

Merrill Financial Solutions Advisor - Palo Alto Market - Palo Alto Palo Alto, California;San Mateo, California **Job Description:** Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrills Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. At Merrill, we empower you to bring your whole self to work. We value div

Who We Are Verkada is a leader in cloud-based B2B physical security. Verkada offers six product lines - video security cameras, access control, environmental sensors, alarms, workplace and intercoms - integrated with a single cloud-based software platform. Designed with simplicity and scalability in mind, Verkada gives organizations the real-time insight to know what could impact the safety and comfort of people throughout their physical environment, while empowering them to take immediate action to minimize security risks, workplace frustrations and costly inefficiencies. Founded in 2016, Verkada has expanded rapidly with 15 offices across three continents, 2,100+ full-time employees and 30,000+ customers across 70+ countries. About The Role This is an exciting opportunity to partner closely with our Product and Commercial Operations teams at a high growth pre-IPO startup, as part of Verkada's growing Strategic Finance & Business Operations team. You will play a critical role in tackl

Salary Range: $150,000 - $180,000 Overview: Grow with us... Life at SH is based on a simple idea: the world is beautiful and we want to keep it that way. Our team at Treehouse Silicon Valley is in search of a magnetic Director of Finance with remarkable tenacity, a sharp leader with an entrepreneurial spirit, whos good-natured, a natural at relationship building, and puts their clients needs at the top of their priority list, while meeting (or surpassing) all revenue goals for the department. The Director of Finance is a strategic financial business leader for the property that champions, develops and implements hotel-wide and market-wide strategies that deliver products and services to meet or exceed the needs and expectations of guests, team members and owners. This position provides financial expertise to enable the successful implementation of the brand service strategy and initiatives while maximizing the return on investment. Creates and executes a strategic business plan that is

SVP Wealth Advisor About the Company: We're representing one of the fastest-growing financial planning firms in the industry in their search for Financial Advisors. Well-backed and recognized as such, the platform is built on proprietary technology and is dedicated to delivering optimal wealth management solutions. This is a growth hire, and the firm has added billions of AUM in just two years. Their success is largely thanks to a combination of a client-centric approach and the use of advanced technology aimed at delivering complex financial strategies in a frictionless fashion. About the Role: As an Advisor, you’ll play a key role in guiding clients through complex financial decisions while shaping the future of advisory services. Your focus will be on building relationships, offering strategic advice, and driving business growth—without getting bogged down by administrative work. With a background in serving HNW and UHNW individuals, you likely hold designations such as CFP, CPA, or

Wilson Sonsini is the premier legal advisor to technology, life sciences, and other growth enterprises worldwide. We represent companies at every stage of development, from entrepreneurial start-ups to multibillion-dollar global corporations, as well as the venture firms, private equity firms, and investment banks that finance and advise them. The firm has approximately 1,100 attorneys in 18 offices: 13 in the U.S., three in China, and two in Europe. Our broad spectrum of practices and entrepreneurial spirit allow our staff exceptional opportunities for professional achievement and career growth. The firm is actively seeking a Senior Financial Analyst to join the finance department. This position reports to the Director of Financial Planning and Analysis and will work closely with department heads and other administrative managers to understand analytical needs and deliver high quality financial analysis. This position is available as a hybrid work schedule. Responsibilities: Generate

The Apex Group was established in Bermuda in 2003 and is now one of the world’s largest fund administration and middle office solutions providers. Our business is unique in its ability to reach globally, service locally and provide cross-jurisdictional services. With our clients at the heart of everything we do, our hard-working team has successfully delivered on an unprecedented growth and transformation journey, and we are now represented by over circa 13,000 employees across 112 offices worldwide. Your career with us should reflect your energy and passion. That’s why, at Apex Group, we will do more than simply ‘empower’ you. We will work to supercharge your unique skills and experience. Take the lead and we’ll give you the support you need to be at the top of your game. And we offer you the freedom to be a positive disrupter and turn big ideas into bold, industry-changing realities. For our business, for clients, and for you The Role & Key Responsibilities: Lead the client relations