1,727 Results for

Financial Consultant Jobs in California

Jobs

New!

San Diego, CA1 day 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, CA16 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, CAToday

Remote

$60,000–$75,000

New!

San Mateo, CA2 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.

New!

Campbell, CA2 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.

New!

Upland, CA3 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.

Upland, CA8 days ago

p>• 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.

• Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation.

Glendale, CA20 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, CA1 day 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, CA3 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, CA3 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.

Sacramento, CA10 days ago

$48,000–$50,000 Per Year

div>

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.

New!

Milpitas, CA1 day 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.

Woodlake, CA12 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.

New!

San Diego, CA1 day 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, CA1 day 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.

Foster City, CA8 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, CA8 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, CA8 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.

New!

Saratoga, CA6 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.

Foster City, CA8 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, CA1 day 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.

Santa Rosa, CA16 days ago

Stifel is home to approximately 9,000 individuals who are currently building their careers as financial advisors, research analysts, project managers, marketing specialists, developers, bankers, operations associates, among hundreds more.

Review and enter all types of unsolicited orders directly from clients as well as entering all types of solicited and unsolicited orders at the direction of the Financial Advisor.

New!

Milpitas, CA1 day 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.

San Jose, CA9 days ago

You'll leverage your expertise to help us navigate growth challenges, optimize financial operations, and prepare for a successful IPO.Key Responsibilities

Offer strategic advice on financial planning, budgeting, and forecasting to support rapid scaling. Qualifications and Requirements
- Proven experience as a CFO or senior finance executive at a tech startup or high-growth company.

New!

Santa Clara, CA1 day ago

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. Key Responsibilities Support product sales (direct and channel) throughout the evaluation process, including qualification, initial discovery, delivering product demonstrations, running technical workshops and related presentations to help close new business as efficiently as possible.

Los Angeles, CA27 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.

Santa Paula, CA27 days ago

$20–$21 Per Hour
Full-time

Roseville, CA28 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.

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, CA8 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 Diego, CA21 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, CA8 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 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.

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.

Irvine, California30+ 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.

San Diego, CA21 days ago

New!

Sunnyvale, CA2 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.

New!

San Francisco, CA2 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.

Milpitas, CA30+ days ago

Campbell, 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.

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.

Sunnyvale, CA22 days ago

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.

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.

Fremont, CA8 days ago

Upland, CA30+ days ago

Menlo Park, CA13 days ago

Sunnyvale, CA30+ days ago

$65–$70 Per Hour

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. Good experience in Workday integration, Workday report development, testing and validation Leads and manages the functional process design, release management.

Irvine, CA7 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.

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

Financial Consultant - San Francisco, CA Fidelity Investments

VP, Financial Consultant- San Mateo, CA Charles Schwab

VP, Financial Consultant- Campbell, CA Charles Schwab

VP, Financial Consultant- Upland, CA Charles Schwab

VP, Financial Consultant 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

Employment Consultant Best Buddies International

Interim Cost Accounting and Manufacturing Finance Consultant Vaco LLC

New Home Consultant Lennar Corporation

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

Accounting Manager Consultant Vaco LLC

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

Sls Consultant, Public Sector Key Account MSC

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

Software Engineer - Sr Consultant level Visa Technology and Operations LLC

Financial Advisor Associate Stifel

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

CFO Advisor Joseph Michaels International

Senior Solutions Consultant Auditoria.AI

Compensation Business Consultant Solugenix Corp

New Home Consultant Lennar Homes

Financial Consultant Partner Roseville, 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 Partner Del Mar, CA The Charles Schwab Corp

Financial Consultant Partner San Mateo, CA The Charles Schwab Corp

Financial Consultant- Invest Axos Bank

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

Financial Consultant Associate East West Bank

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

Workday Financial Consultant - Accounting Center Pyramid, Inc

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

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

VP, Financial Consultant Campbell, CA The Charles Schwab Corp

VP, Financial Consultant Pleasanton, CA The Charles Schwab Corp

VP, Financial Consultant Sunnyvale, CA The Charles Schwab Corp

VP, Financial Consultant Brea, CA The Charles Schwab Corp

Financial Consultant Citizens Business Bank

VP, Financial Consultant Fremont, CA The Charles Schwab Corp

VP, Financial Consultant Upland, CA The Charles Schwab Corp

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

Workday Financial Consultant - Accounting Center Pyramid Consulting, Inc

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

Resume Resources

Similar Job Searches