20 Best Investment Management & Financial Advisory Occupations jobs in San Francisco, CA (Hiring Now!)

Construction Surety Underwriter
The Travelers Companies, Inc. —San Francisco, CA
As you develop the ability to assess risk and sell our products, you will contribute to the profitability and success of Travelers. What is a Must Have?
$65,800 - $108,500 a year
1d
Commercial Lines Underwriter
WAHVE —San Francisco, CA
Conduct accurate and thorough risk selection with proper classification of insureds. Make critical underwriting decisions on risk acceptability, coverage…
Estimated: $73.7K - $93.3K a year
4d
Senior Financial Analyst
OnPoint Analytics, Inc. —Emeryville, CA
The ability to write complete sections of expert reports in persuasive, non-technical language and to communicate effectively with clients are core skills for…
$90,000 - $115,000 a year
Quick Apply
Field Auditor, Asset Management
Tosca Services, LLC —California
Compare analysis of customers’ asset usage behaviors to observations in the field. Familiarity with using business intelligence tools (Power BI, Tableau,…
$55,000 - $70,000 a year
Quick Apply
Entry Level - Wealth Management Associate
Equitable Advisors —San Francisco, CA
You will be required to attain state life and health licenses, SIE, FINRA Series 7 and 66 exams (other designations a plus).
$55,000 - $110,000 a year
Quick Apply
Financial Services Representative
New York Life - Greater San Francisco —San Mateo, CA
Develop and implement business and marketing plans. Develop your professional skills and knowledge through the New York Life training curriculum.
$76,952 - $293,581 a year
Quick Apply
Financial Services Professional
New York Life & NYLife Securities LLC —San Mateo, CA
We offer a comprehensive array of financial products and services to help clients develop a sound, long-term financial strategy.
$65,000 - $120,000 a year
Quick Apply
10d
Financial Advisor/Registered Representative
National Life Group —San Francisco, CA
*Marketing and Prospecting Support:* Full-scale marketing support, plus innovative tools and resources to expand your clientele.
$101,356 - $217,500 a year
Quick Apply
4d
Senior Finance Analyst
Institute on Aging —San Francisco, CA
Proactively driving analysis on key trends and understanding business drivers behind the trends that are visible in the results.
$97,000 - $120,000 a year
Managing Associate - Financial Advisor
National Life Group —San Francisco, CA
*Leadership & Recruitment:* Recruit a minimum of three full-time agents who meet earnings requirements within the first 12 months, manage a three-person to…
$113,409.02 - $272,558.00 a year
Quick Apply
4d
Financial Advisor
National Life Group —San Francisco, CA
*Marketing and Prospecting Support:* Full-scale marketing support, plus innovative tools and resources to expand your clientele.
$125,122 - $186,125 a year
Quick Apply
Financial Professional
Secure Income Management —California
Providing tailored recommendations to clients for attaining their financial aspirations and targets, encompassing precise guidance across domains like cash flow…
$200,000 - $500,000 a year
Quick Apply
IT Financial Analyst
MG —California
Prepare and present comprehensive financial reports, including variance analysis, cost-benefit analysis, and financial performance metrics, to senior management…
$30 - $45 an hour
Quick Apply
2d
Wealth Management Administrative Integration Specialist
Kingsview Partners Wealth Management —United States
This full-time salary position is condensed into traveling and then remote work. As a member of our integrations team, you travel onsite every time the firm…
$40,000 - $90,000 a year
Quick Apply
Financial Analyst
San Francisco Housing Authority —San Francisco, CA
Possession of a valid California driver’s license and automobile insurability by the Authority’s insurance carrier. Microsoft Excel: 1 year (Preferred).
$68,669 - $96,624 a year
Quick Apply
Financial Analyst II
Altais —Oakland, CA
Additional areas of focus include the annual budget process, financial reporting and forecasting, payment integrity, utilization, claims and cost analysis and…
$73,636 - $106,527 a year
Quick Apply
2d
Investment Banking - Technology - Associate
JPMorgan Chase & Co —San Francisco, CA
You will develop strong function skills in the major areas of investment banking and will demonstrate the ability to become a senior officer who is capable of…
$175,000 - $225,000 a year
13d
Risk Management Program Manager (Open and Promotional)
County of San Mateo —San Mateo, CA
Plan, direct, monitor, and evaluate the effectiveness of the ADA Title I, Leave of Absence, and Workers' Compensation functions and programs, including needs…
$127,337.60 - $159,203.20 a year
9d
Financial Analyst II
Pinterest —San Francisco Bay Area, CA
Bachelor's degree in a relevant field, such as Accounting or Finance, or 3+ years of experience in corporate finance, FP&A, investment banking or other…
$79,050 - $163,000 a year
4d
Construction Surety Underwriter Trainee
The Travelers Companies, Inc. —San Francisco, CA
As an underwriter, you will have a dynamic role that blends evaluating and analyzing financial and business risk, building relationships, and selling and…
$56,400 - $93,100 a year
2d

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Construction Surety Underwriter

The Travelers Companies, Inc. - San Francisco, CA

Apply Now

Job Details

$65,800 - $108,500 a year 1 day ago

Benefits

Wellness program
Paid time off
401(k) matching

Qualifications

Underwriting
Sales
Bachelor's degree
1 year
Communication skills
Marketing

Full Job Description

Who Are We?

Taking care of our customers, our communities and each other. That’s the Travelers Promise. By honoring this commitment, we have maintained our reputation as one of the best property casualty insurers in the industry for over 160 years. Join us to discover a culture that is rooted in innovation and thrives on collaboration. Imagine loving what you do and where you do it.

Compensation Overview

The annual base salary range provided for this position is a nationwide market range and represents a broad range of salaries for this role across the country. The actual salary for this position will be determined by a number of factors, including the scope, complexity and location of the role; the skills, education, training, credentials and experience of the candidate; and other conditions of employment. As part of our comprehensive compensation and benefits program, employees are also eligible for performance-based cash incentive awards.

Salary Range

$65,800.00 - $108,500.00

Target Openings

What Is the Opportunity?

Bond & Specialty Insurance provides management and professional liability insurance, as well as surety bonds to businesses and non-profit organizations of all sizes. As an underwriter, you will have a dynamic role that blends evaluating and analyzing financial and business risk, building relationships, and selling and negotiating with clients, agents, and brokers.

This role is part of the Construction Services team which provides surety bonds to public and private owners of construction projects. Underwriters also analyze business operations, financial statements and evaluate market forces to provide consultative services to contractors.

The Associate Account Executive (AAE) will build relationships with agents and brokers to provide insurance or surety solutions to customers. An AAE will analyze and evaluate risk to achieve business goals within an assigned book of business. As an AAE, you are decisive, detail-oriented, and are learning to build relationships internally and externally to drive results. As you develop the ability to assess risk and sell our products, you will contribute to the profitability and success of Travelers.

What Will You Do?

Manage the profitability, growth, and retention of a typically smaller assigned book of business.
Underwrite and negotiate routine customer accounts to minimize risk and maximize profitability.
Partner with leadership, execute business unit underwriting strategies across your book of business to achieve profit and growth objectives.
Cultivate and maintain relationships with internal partners within the business unit and across the enterprise to identify cross-selling opportunities.
Foster and maintain relationships with external partners by regularly meeting in person with agents and brokers to market and sell Travelers products with a goal of writing and retaining accounts consistent with our risk appetite. Must be able to travel to such meetings.
Identify and capture new business opportunities using consultative marketing and sales skills.
Execute agency, region, and group sales plans with guidance from management.
Perform other duties as assigned.

What Will Our Ideal Candidate Have?

Applicable professional experience.
Bachelor’s degree.
One to three years of applicable underwriting experience.
Working knowledge of products, the regulatory environment, and local market conditions.
Critical thinking skills with the ability to underwrite, market products, identify financial challenges, and analyze available information to make decisions in alignment with our risk appetite.
Communication skills with the ability to negotiate with agents and brokers.

What is a Must Have?

One year of related professional experience.

What Is in It for You?

Health Insurance: Employees and their eligible family members – including spouses, domestic partners, and children – are eligible for coverage from the first day of employment.
Retirement: Travelers matches your 401(k) contributions dollar-for-dollar up to your first 5% of eligible pay, subject to an annual maximum. If you have student loan debt, you can enroll in the Paying it Forward Savings Program. When you make a payment toward your student loan, Travelers will make an annual contribution into your 401(k) account. You are also eligible for a Pension Plan that is 100% funded by Travelers.
Paid Time Off: Start your career at Travelers with a minimum of 20 days Paid Time Off annually, plus nine paid company Holidays.
Wellness Program: The Travelers wellness program is comprised of tools, discounts and resources that empower you to achieve your wellness goals and caregiving needs. In addition, our mental health program provides access to free professional counseling services, health coaching and other resources to support your daily life needs.
Volunteer Encouragement: We have a deep commitment to the communities we serve and encourage our employees to get involved. Travelers has a Matching Gift and Volunteer Rewards program that enables you to give back to the charity of your choice.

Employment Practices

Travelers is an equal opportunity employer. We believe that we can deliver the very best products and services when our workforce reflects the diverse customers and communities we serve. We are committed to recruiting, retaining and developing the diverse talent of all of our employees and fostering an inclusive workplace, where we celebrate differences, promote belonging, and work together to deliver extraordinary results.

In accordance with local law, candidates seeking employment in Colorado are not required to disclose dates of attendance at or graduation from educational institutions.

If you are a candidate and have specific questions regarding the physical requirements of this role, please send us an email so we may assist you.

Travelers reserves the right to fill this position at a level above or below the level included in this posting.

To learn more about our comprehensive benefit programs please visit http://careers.travelers.com/life-at-travelers/benefits/.

Apply Now

Investment Management & Financial Advisory Occupations jobs in San Francisco, CA

Construction Surety Underwriter

Commercial Lines Underwriter

Senior Financial Analyst

Field Auditor, Asset Management

Entry Level - Wealth Management Associate

Financial Services Representative

Financial Services Professional

Financial Advisor/Registered Representative

Senior Finance Analyst

Managing Associate - Financial Advisor

Financial Advisor

Financial Professional

IT Financial Analyst

Wealth Management Administrative Integration Specialist

Financial Analyst

Financial Analyst II

Investment Banking - Technology - Associate

Risk Management Program Manager (Open and Promotional)

Financial Analyst II

Construction Surety Underwriter Trainee

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Investment Management &amp; Financial Advisory Occupations jobs in San Francisco, CA

Investment Management & Financial Advisory Occupations jobs in San Francisco, CA