Top 1987 Finance Jobs in Oakland Ca

Licensed Client Services Administrator
In Touch Financial Services —Emeryville, CA
- $70,000 - $90,000 a year
- Full-time
- Mid-level
- Administrative experience
- Financial services
- Health insurance
- 401(k)
Quick Apply
Accelerated Path to Management
New York Life —San Francisco, CA
- $68,000 - $285,000 a year
- Full-time
- Background check
- Customer service
- Business development
- Paid training
- AD&D insurance
Quick Apply
Director of Finance and Operations
Kapor Center —Oakland, CA
- $165,000 - $206,000 a year
- Full-time
- Microsoft Excel
- CPA
- Office
- Paid holidays
- Disability insurance
Quick Apply
Director of Finance
California Waste Solutions —Oakland, CA
- $150,000 - $175,000 a year
- Full-time
- Oracle
- CPA
- Office
- Health insurance
- Dental insurance
Quick Apply
Finance Administrator
Service West —Oakland, CA
- $26 - $28 an hour
- Part-time
- Background check
- Mid-level
- Office
Quick Apply
1d
Financial Analyst 3 (5183C) - College of Engineering
University of California Berkeley —Berkeley, CA
- $82,800 - $116,300 a year
- Full-time
- Research
- Mid-level
- Office
2d
Financial Analyst - Entry Level
Glydways —Richmond, CA
- $60,000 a year
- Hybrid work
- Finance
- Analysis skills
- Bachelor's degree
13d
Financial Analyst (7709U), Sociology 86507
University of California Berkeley —Berkeley, CA
- $82,800 - $105,000 a year
- Full-time
- Research
- Office
- Analysis skills
5d
Assistant Relationship Manager (Commercial Lending)
CMB Wing Lung Bank —San Francisco, CA
- $65,000 - $75,000 a year
- Full-time
- Writing skills
- English
- Mid-level
- Health insurance
- Dental insurance
Quick Apply
8d
Financial Advisor - 10 Years Required
Bedell Frazier —Walnut Creek, CA
- $135,000 - $175,000 a year
- Full-time
- Background check
- Writing skills
- Office
- Health insurance
- Dental insurance
Quick Apply
Financial Controller
Current Construction —San Francisco, CA
- $105,000 - $130,000 a year
- Full-time
- Background check
- Spanish
- Management
- 401(k)
- Paid time off
Quick Apply
Sales and Business Development Associate – Startup Finance Services (SF)
Rooled, Inc. —San Francisco, CA
- $100,000 - $150,000 a year
- Full-time
- Hybrid work
- Mid-level
- Bachelor's degree
- 2 years
- Health insurance
- Dental insurance
Quick Apply
Financial Services Representative path to Financial Advisor
New York Life —San Francisco, CA
- $69,000 - $185,000 a year
- Full-time
- Hybrid work
- US work authorization
- Entry level
- Disability insurance
- Health insurance
Quick Apply
5d
Senior Financial Analyst
Marin Community Clinics —Novato, CA
- $93,000 - $120,000 a year
- Full-time
- Hybrid work
- 5 years
- System design
- Finance
- Mileage reimbursement
- AD&D insurance
Financial Consultant - Marin, CA
Fidelity Investments —Larkspur, CA
- $60,000 - $75,000 a year
- Full-time
- Mid-level
- Mentoring
- Communication skills
- Loan repayment program
- Tuition reimbursement
Lenox Advisors - Financial Advisor
Lenox Advisors —Walnut Creek, CA
- $75,000 - $100,000 a year
- Weekends as needed
- Military
- Mid-level
- Office
- Health insurance
- Dental insurance
Quick Apply
Controller
The Unity Council —Oakland, CA
- $140,000 - $180,000 a year
- Email
- Hybrid work
- Background check
- CPA
- 5 years
- Wellness program
- 403(b) matching
Quick Apply
Fast Track to Management
New York Life/NYLIFE Securities, LLC —San Francisco, CA
- $68,640 - $285,000 a year
- Full-time
- Background check
- Sales
- Customer service
- AD&D insurance
- Disability insurance
Quick Apply
Bilingual Financial Representative- Chinese/English
True Path Financial —Burlingame, CA
- $50,000 - $150,000 a year
- Full-time
- No experience needed
- English
- US work authorization
- Paid training
- Health insurance
Quick Apply
Financial Analyst
Technical Professional Services, Inc —San Francisco, CA
- $27 - $30 an hour
- Contract
- Microsoft Access
- Computer literacy
- Mid-level
Quick Apply

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finance jobs near oakland ca

Licensed Client Services Administrator

In Touch Financial Services
Emeryville, CA

Quick Apply

Job Details

Full-time
$70,000 - $90,000 a year

Benefits

Health insurance
401(k)
Paid time off

Qualifications

Customer communication
Account maintenance
iOS
Client file management
Administrative experience
Series 7
Client services
macOS
Financial services
Productivity software
Appointment scheduling
Practicing in the securities industry
Documentation Handling
Technical Proficiency

Full Job Description

Position Overview

In Touch Financial Services is seeking an experienced, Licensed Client Services Administrator who brings initiative, sound judgment, and genuine care to their work. We are seeking a Licensed Client Services Administrator to deliver exceptional client service, provide technical and administrative support to the Lead Advisor, and ensure efficient operation of the practice. This role requires strong attention to detail, excellent communication skills, and the ability to manage client needs with professionalism and care. This role is ideal for someone who doesn’t wait to be told what to do — they anticipate needs, think critically, and take ownership of both the client experience and the daily operations of the firm. You will serve as a trusted point of contact for clients and a key partner to the Lead Advisor, ensuring that nothing falls through the cracks and that clients feel supported, informed, and valued at every stage of the relationship. This is not a task-only administrative role. The right person will be proactive, thoughtful, and dependable — someone who takes pride in follow-through and understands the importance of both accuracy and compassion in financial services.

What Success Looks Like in This Role

A successful candidate:
Thinks two steps ahead of clients and advisor needs
Notices what needs attention and takes action without being asked
Follows responsibilities through to completion with consistency and care
Communicates proactively, clearly, and kindly
Brings calm, organization, and accountability to a fast-paced environment

Key Responsibilities:

Client Experience & Relationship Support

Serve as a primary point of contact for client service requests, inquiries, and follow-ups
Anticipate client needs by proactively monitoring accounts, pending items, and upcoming milestones
Communicate with warmth, professionalism, and clarity — clients should feel genuinely cared for
Prepare materials and documentation for client meetings and ensure timely post-meeting follow-through
Maintain the firm’s client calendar, including scheduling, confirming, and coordinating appointments for both current and prospective clients
Ensure all meetings are properly prepared for, documented, and followed up on

Account Administration & Operations

Coordinate new account openings, transfers, account maintenance, and custodial paperwork
Process service items including cashiering requests, contributions, withdrawals, RMDs, and account updates
Track outstanding service items and ensure completion — nothing should remain unresolved
Maintain accurate, detailed CRM records and client documentation

Advisor & Practice Support

Anticipate the advisor’s needs by staying aware of priorities, deadlines, and workflows Provide trading and investment support under advisor direction, within licensing guidelines
Identify gaps or inefficiencies in processes and suggest thoughtful improvements
Support special projects and evolving firm needs as the practice grows

Required Qualifications

Active Series 7 and Series 66 (or Series 63/65 combination)
Minimum 2+ years of experience in a wealth management or financial services environment
Demonstrated experience working withinApple iOS and macOS systems, including calendar management and related applications
Strong proficiency in Microsoft Office; CRM and custodial platform experience strongly preferred
Experience handling custodial paperwork, account servicing, and operational workflows

The Right Person for This Role Is:

A self-starter who takes initiative and does not require constant direction
A strong, independent thinker with good judgment and problem-solving ability
Exceptionally organized, detail-oriented, and known for excellent follow-through
Smart, compassionate, and personable — clients feel comfortable and supported
Calm, dependable, and accountable under pressure
Someone who takes pride in being proactive, reliable, and thoughtful in their work

This role requires comfort with independently managing schedules, priorities, and details, while maintaining a high level of responsiveness, professionalism, and genuine care for clients.

Why Join In Touch Financial Services

You will be an integral part of a growing, client-focused practice where your contributions truly matter. The right person will be trusted, valued, and relied upon as a key member of the team, with the opportunity to make a meaningful impact on both client experience and firm operations.

This position is best suited for someone who enjoys taking ownership, thinking ahead, and being accountable for outcomes — not just completing assigned tasks

Pay: $70,000.00 - $90,000.00 per year

Benefits:

401(k)
Health insurance
Paid time off

Application Question(s):

Think about the last time you had a really full or high‑pressure day, with several things competing for your attention. What’s your personal system for staying organized, deciding priorities, and making sure nothing gets missed?
Think about a situation from the last week or the past month where you noticed something needed attention before anyone pointed it out. What tipped you off and what made you decide to act when you did?

Work Location: In person

Quick Apply

Refine Your Search

finance jobs in oakland ca

Licensed Client Services Administrator

Accelerated Path to Management

Director of Finance and Operations

Director of Finance

Finance Administrator

Financial Analyst 3 (5183C) - College of Engineering

Financial Analyst - Entry Level

Financial Analyst (7709U), Sociology 86507

Assistant Relationship Manager (Commercial Lending)

Financial Advisor - 10 Years Required

Financial Controller

Sales and Business Development Associate – Startup Finance Services (SF)

Financial Services Representative path to Financial Advisor

Senior Financial Analyst

Financial Consultant - Marin, CA

Lenox Advisors - Financial Advisor

Controller

Fast Track to Management

Bilingual Financial Representative- Chinese/English

Financial Analyst

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