1,781 Results for

Financial Consultant Jobs in California

Jobs

New!

Ramona, CA3 days ago

$60,000–$75,000

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

Carpinteria, CA18 days ago

Remote

$60,000–$75,000

p>Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

New!

San Mateo, CA4 days ago

ul style="margin-top:0in">

Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.

Investment Professionals' Compensation | Charles Schwab.

Glendale, CA22 days ago

$55,000–$1,267,753.01 Per Year
Full-time
Part-time

Job description: As a New York Life Financial Services Professional, you will be working with clients in areas such as retirement planning, college funding, life insurance needs, investment strategies, and many areas of financial planning. Obtain optional licenses to sell investments and other securities products dealing with wealth management and advanced planning.

New!

Lodi, CA3 days ago

$100,000–$300,000 Per Year

You will advise borrowers on loan options, affordability, qualification steps, and the broader financing process while working closely with agents and internal lending teams.

This role is built around helping clients make informed home financing decisions while developing strong referral relationships in the real estate community.

New!

Los Angeles, CA5 days ago

$60,000–$80,000 Per Year

Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal. We are seeking a Staff Accountant, ideally someone with a Non-Profit background, to join our team: General Ledger & Reporting: Maintain the general ledger, prepare, and record journal entries.

New!

Los Angeles, CA5 days ago

$100–$125 Per Hour

Core responsibilities include execution leadership, program controls, vendor oversight, financial tracking, delivery management, and executive reporting tied to capital programs. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.

New!

Milpitas, CA3 days ago

$80–$100

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors, including but not limited to:

The individual’s skill sets, experience, and training;
Licensure and certifications;
Office location and other geographic considerations;
Other business and organizational needs.
Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:
- the individual’s skill sets, experience and training;
- licensure and certification requirements;
- office location and other geographic considerations;
- other business and organizational needs.

New!

San Diego, CA3 days ago

$180,000–$220,000

p> Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:

the individual’s skill sets, experience and training;
licensure and certification requirements;
office location and other geographic considerations;
other business and organizational needs.
Canadian residents may access our policies in English here and in French here.

New!

San Diego, CA3 days ago

$60–$70

li>Lead accounting participation in an ongoing ERP implementation, including requirements definition, data mapping, data conversion, user acceptance testing (UAT), reporting validation, and post–go-live stabilization—ensuring system decisions preserve and enhance long-term ownership of the monthly close process.

Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to:

the individual’s skill sets, experience and training;
licensure and certification requirements;
office location and other geographic considerations;
other business and organizational needs.

San Francisco, CA12 days ago

$0–$29.80 Per Hour

p>Best Buddies International is a nonprofit 501(c)(3) organization dedicated to establishing a global volunteer movement that creates opportunities for one-to-one friendships, integrated employment, leadership development, inclusive living, and family support for individuals with intellectual and developmental disabilities (IDD).

Completes required paperwork in a timely and organized manner, including but not limited to Individualized Written Program Plan (IWPP), annual paperwork, safety exercises, and all reports required for local funding agencies.

Woodlake, CA14 days ago

$17–$18 Per Hour

Lennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, and Associates by building quality homes and providing exceptional customer service, giving back to the communities in which we work and live in, and fostering a culture of opportunity and growth for our Associates throughout their career. May require the ability to work more than eight hours per day in the confined quarters of a construction trailer, the ability to operate a motor vehicle, read plans, climb stairs and ladders, bend, stoop, reach, lift, move and/or carry equipment which may be in excess of 50 pounds.

Foster City, CA10 days ago

$169,100–$270,800 Per Year

Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid. Masters, MBA, JD, MD) or 2 years of work experience with a PhD Preferred Qualifications • 9 or more years of relevant work experience with a Bachelor Degree or 7 or more relevant years of experience with an Advanced Degree (e.g.

Foster City, CA10 days ago

$180,600–$289,300 Per Year

Oversee and manage audits, compliance, and regulatory activities related to Cybersecurity, including FBA/FFIEC, Bank of England, other regulators, GLBA, SSAE16/ISAE3402, SOC 2, PCI-DSS, Sarbanes-Oxley (SOX), internal audits, ISO, NIST, COSO, COBIT, and customer/client inquiries. Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid.

San Jose, CA10 days ago

$39,600–$92,400 Per Year

In this role, you will work closely with small and mid-sized businesses (SMBs), introducing them to Clover, an award-winning point-of-sale and business management platform.

Our client, a global leader in the fintech and payments space, is seeking a dynamic Sales Representative / Business Consultant to join their team.

Foster City, CA10 days ago

$180,600–$289,300 Per Year

The ideal candidate is a strong security engineer and problem solver with deep experience in Python‑based services, cloud security engineering, API‑driven architectures, and automation, and who is excited to apply GenAI and autonomous agent technologies to modern security challenges. Visa’s Cyber Security team is seeking a Cyber Security Engineer to design, build, and operate large‑scale, cloud‑native and AI‑driven security platforms that protect Visa’s global brand, networks, products, and data.

New!

Foster City, CA3 days ago

$169,100–$270,800 Per Year

You will work on innovative solutions that combine deep technical expertise with AI/ML capabilities to enhance developer productivity, improve customer experiences, and drive next-generation commercial payment and money movement technology for B2B, B2C, P2P, and G2C flows. Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid.

New!

Milpitas, CA3 days ago

$60–$65 Per Hour
Full-time
Employee

span style="background:#fcfcfc">All employment decisions at Epik are based on business needs, job requirements and individual qualifications and merit, without regard to race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, parental status, military service, or any other status protected by applicable law or regulations..

We are seeking an experienced SAP Revenue Accounting and Reporting (RAR) Consultant to support, maintain, and enhance SAP RAR solutions while participating in ongoing implementation initiatives.

New!

Santa Clara, CA1 day ago

Founded in 2019 and backed by KPMG, Workday Ventures, Dell Technologies, Venrock, Innovius Capital, Sentinel Global, NeoTribe Ventures, Engineering Capital, and Firebolt Ventures, we build AI Team Mates that drive intelligent automation by combining fine-grained analytical orchestration of a company's typical financial and audit workflows with conversational AI, delivering rapid value to the finance/audit back office. You will assist with everything from creating demo environments, writing demo scripts, running technical AI workshops, maintaining discovery framework documents to working closely with Product Management, Engineering, and Marketing to capture requirements for new products and features and align messaging cross-functionally.

Santa Clara, CA8 days ago

$54,634–$85,853 Per Year

p>BRIEF POSITION SUMMARY:

Key Account Sales Consultant Public Sector (KPS) is critical to driving MSC's Public Sector market position and achieve revenue and profit growth within Public Sector Mid/Large Market customers ($200,000-$5,000,000 potential).

KPS role is required to build key customer relationships, identify business opportunities within Public Sector Vertical, negotiates and closes business deals and maintain extensive knowledge of current market conditions.

Los Angeles, CA29 days ago

$82.76–$82.76 Per Hour
Temporary
Contractor
Full-time

Provides guidance to the business and develops creative solutions on a variety of total compensation issues including the setting of appropriate pay levels, base pay, annual incentives (including sales compensation) etc. After making a conditional offer and running a background check, if we are concerned about conviction that is directly related to the job, applicants will be given the chance to explain the circumstances surrounding the conviction, provide mitigating evidence, or challenge the accuracy of the background report.

New!

Alhambra, CA2 days ago

li>The PM determines appropriate products or services with clients or customers to define project scope, requirements and deliverables; develops, modifies or provides input to project plans; implements project plans to meet objectives; coordinates and integrates project activities; manages, leads or administers project resources; monitors project activities and resources to mitigate risk; implements or maintains quality assurance processes; makes improvements, solves problems or takes corrective action when problems arise; gives presentations or briefings on all aspects of the project; participates in phase, milestone and final project reviews; identifies project documentation requirements or procedures; and develops and implements project schedules and release plans. Skills Required

The PM will possess knowledge and experience in customer service; decision making; flexibility; interpersonal skills; leadership; organizational awareness; problem solving, reasoning; team building; oral communication, speaking and writing; business process reengineering; capital planning and investment assessment; contracting/procurement; cost-benefit analysis; financial management; planning and evaluating; project management; quality assurance; requirements analysis and risk management; configuration, data, and information management; information resources strategy and planning; information technology architecture; information technology performance assessment; infrastructure design; systems integration; systems life cycle; and technology awareness.

Manteca, CA29 days ago

Full-time

p/>

Join the fun and follow us on social media to see what's happening at our company, and don't forget to connect with us on Lennar: Overview | LinkedIn<https://www.linkedin.com/company/lennar/> for the latest job opportunities.

New!

San Diego, CA1 day ago

Full-time

p/>

Roseville, CA30 days ago

You'll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management. Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing.

San Diego, CA23 days ago

You'll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management.

Strong candidates will also gain experience updating and compiling client information through Schwab's internal customer relationship management (CRM) tool.

San Mateo, CA10 days ago

You'll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management.

Strong candidates will also gain experience updating and compiling client information through Schwab's internal customer relationship management (CRM) tool.

Walnut Creek, CA30+ days ago

Youll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management.

Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing.

San Francisco, CA10 days ago

You'll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management.

Strong candidates will also gain experience updating and compiling client information through Schwab's internal customer relationship management (CRM) tool.

CA30+ days ago

Remote

$129,825–$144,250 Per Year

Alabama - Home Teleworkers, Alabama - Home Teleworkers, Arizona - Home Teleworkers, Arkansas - Home Teleworkers, California - Home Teleworkers, Colorado - Home Teleworkers, Connecticut - Home Teleworkers, Delaware - Home Teleworker, District of Columbia - Home Teleworkers, Florida - Home Teleworkers, Georgia - Home Teleworkers, Idaho - Home Teleworkers, Illinois - Home Teleworkers, Indiana - Home Teleworkers, Iowa - Home Teleworkers, Kansas - Home Teleworker, Kentucky - Home Teleworkers, Louisiana - Home Teleworkers, Maine Home Teleworkers, Maryland - Home Teleworkers, Massachusetts - Home Teleworkers, Michigan - Home Teleworkers, Minnesota - Home Teleworkers, Mississippi - Home Teleworker, Missouri - Home Teleworker {+ 21 more}. Your Role: Serves as a strategic FP&A partner to the Personal Lines organization, leading complex financial and operational analyses, driving resolution on critical issues, and delivering insights that inform business decisions.

San Diego, CA30+ days ago

p>Qualifications:

• Bachelors degree • 4-6 years of financial services experience • Working knowledge of broker dealer and RIA functions, working knowledge Invest products (ETF, MF, 529, Financial Planning tools) with emphasis on Managed Accounts • Strong sales, communication, consulting skills required • Experience acting as a financial consultant/advisor is preferred.

Eligible for an Annual Discretionary Cash Bonus Target: 0% Eligible for an Annual Discretionary Restricted Stock Units Bonus Target:

These discretionary target bonuses may be awarded semi-annually based upon your achievement of performance goals and targets.

Arcadia, CA25 days ago

$20–$26 Per Hour

Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement.

Help assist the Financial Consultant to create, maintain, and implement business plans designed to identify revenue growth opportunities for new and existing clients.

Sunnyvale, CA30+ days ago

$65–$70 Per Hour

You can access our privacy policy here. By applying to our jobs, you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners.

Los Angeles, CA9 days ago

p>Serving airports and other aviation clients for more than 70 years across all seven continents, our aviation consulting practice includes both planning and development services that span activation planning, airfield and airspace, business and finance, commercial development, environmental, ground transportation, master planning and strategy, terminal planning and design. This is an opportunity for a financially minded professional who enjoys solving complex problems, building sophisticated analytical models, and working directly with airport and aviation industry leaders on high-impact projects.

Los Angeles, California8 days ago

p style="text-align:left">Serving airports and other aviation clients for more than 70 years across all seven continents, our aviation consulting practice includes both planning and development services that span activation planning, airfield and airspace, business and finance, commercial development, environmental, ground transportation, master planning and strategy, terminal planning and design. This is an opportunity for a financially minded professional who enjoys solving complex problems, building sophisticated analytical models, and working directly with airport and aviation industry leaders on high-impact projects.

San Diego, CA23 days ago

Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals.

New!

San Francisco, CA4 days ago

li>Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning.

Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals.

Sunnyvale, CA30+ days ago

p>Preferred Qualifications: • Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations • Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals.

Openness to manage wealth on behalf of our clients including: • Retirement Planning • Education Planning • Investment Management • Banking & Lending Management • Insurance & Risk Management • Estate Planning.

Upland, CA30+ days ago

Ontario, CA30+ days ago

li>Participate in community activities to develop contacts and prospect, and to enhance the position of the Trust & Asset Management Group and Citizens Business Bank. These include developing potential prospects through the Centers and other sources to discuss Citizens Business Bank services and to acquire their business.

Campbell, CA30+ days ago

Menlo Park, CA15 days ago

Milpitas, CA30+ days ago

New!

Sunnyvale, CA4 days ago

$65–$70 Per Hour
Full-time

Good experience in Workday integration, Workday report development, testing and validation Leads and manages the functional process design, release management Our client is a leading IT industry , and we are currently interviewing to fill this and other similar contract positions. Key Requirements and Technology Experience: Key skills: Workday Financial Experience, Account Center Workday Financial Experience Hands on Accounting center implementation experience.

Pleasanton, CA30+ days ago

Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. We offer a competitive benefits package that takes care of the whole you - both today and in the future: Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing.

Brea, CA30+ days ago

Preferred Qualifications: • Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations • Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals. Openness to manage wealth on behalf of our clients including: • Retirement Planning • Education Planning • Investment Management • Banking & Lending Management • Insurance & Risk Management • Estate Planning.

San Mateo, CA25 days ago

Fremont, CA10 days ago

CA30+ days ago

$60,000–$75,000 Per Year

p>## Legal & Regulatory Information Please be advised that Fidelitys business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment, and retirement-related financial activities, and the rules and regulations of numerous self-regulatory organizations including FINRA, among others. This notice is applicable to all personal information collected by Fidelity through either this site, operated on behalf of Fidelity by Beamery, and/or other Careers Sites, including those Fidelity Websites and Web pages dedicated to employee recruitment across Fidelity business entities and geographical locations.

Sacramento, CA17 days ago

$84,300–$155,400 Per Year

As a Senior Consultant, you will work closely with project leaders and engagement leadership to oversee financial management activities, lead a team of junior EFAs, and serve as a trusted advisor on complex engagements.

The wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs.

Resume Resources

Free Resume Templates Free Resume Builder

Get noticed by top employers!

Upload your resume to let employers know you're open to Financial Consultant job opportunities. Plus, receive relevant job recommendations in your inbox.

Create A Free Account

Financial Consultant Jobs in California

Financial Consultant - San Diego, CA Fidelity Investments

Financial Consultant - Santa Barbara, CA Fidelity Investments

VP, Financial Consultant- San Mateo, CA Charles Schwab

Financial Advisor New York Life

Home Loan Consultant - Financial Services Background Preferred Generations Home Loans

Staff Accountant/Financial Analyst Jobot

Program Manager - Healthcare IT Portfolio, Consultant Jobot

Interim Cost Accounting and Manufacturing Finance Consultant Vaco LLC

Director of Financial Planning & Analysis (FP&A) Vaco LLC

Accounting Manager Consultant Vaco LLC

Employment Consultant Best Buddies International

New Home Consultant Lennar Corporation

Data Engineer - Sr. Consultant level Visa Technology and Operations LLC

Cyber Security Engineer - Sr. Consultant level - Regulatory, Audit, & Compliance Visa Technology and Operations LLC

Sales Representative/Business Consultant - San Jose, CA System One

Cyber Security Engineer - Sr. Consultant level Visa Technology and Operations LLC

Software Engineer - Sr Consultant level Visa Technology and Operations LLC

SAP RAR Consultant (Support, Maintenance & Implementation) - Dallas/Austin, TX/Milpitas, CA Epik Solutions

Senior Solutions Consultant (Pre-sales) Auditoria.AI

Sls Consultant, Public Sector Key Account MSC

Compensation Business Consultant Solugenix Corp

Organizational Change Management Consultant TPI Global Solutions

New Home Consultant Lennar Homes

New Home Consultant Trainee Lennar Homes

Financial Consultant Partner Roseville, CA The Charles Schwab Corp

Financial Consultant Partner Del Mar, CA The Charles Schwab Corp

Financial Consultant Partner San Mateo, CA The Charles Schwab Corp

Financial Consultant Partner Walnut Creek, CA The Charles Schwab Corp

Financial Consultant Partner San Francisco West Portal, CA The Charles Schwab Corp

Financial Consultant, Personal Lines FP&A - Remote CSAA Insurance Group

Financial Consultant- Invest Axos Bank

Financial Consultant Associate East West Bancorp Inc

Workday Financial Consultant - Accounting Center Pyramid Consulting, Inc

Aviation Financial Consultant (Future Opportunities) T.Y. Lin International Group Ltd

Aviation Financial Consultant (Future Opportunities) Sidara

VP, Financial Consultant Rancho Bernardo, CA The Charles Schwab Corp

VP, Financial Consultant San Francisco, CA The Charles Schwab Corp

VP, Financial Consultant Sunnyvale, CA The Charles Schwab Corp

VP, Financial Consultant Upland, CA The Charles Schwab Corp

Financial Consultant Citizens Business Bank

VP, Financial Consultant Campbell, CA The Charles Schwab Corp

VP, Financial Consultant Menlo Park, CA The Charles Schwab Corp

VP, Financial Consultant San Jose, CA The Charles Schwab Corp

Workday Financial Consultant - Accounting Center Pyramid, Inc

VP, Financial Consultant Pleasanton, CA The Charles Schwab Corp

VP, Financial Consultant Brea, CA The Charles Schwab Corp

VP, Financial Consultant San Mateo, CA The Charles Schwab Corp

VP, Financial Consultant Fremont, CA The Charles Schwab Corp

Financial Consultant - Marin, CA FMR LLC

Senior Consultant, Engagement Financial Advisor Deloitte Touche Tohmatsu Ltd

Resume Resources

Similar Job Searches