1,615 Results for

Financial Consultant Jobs in California

Jobs

Carpinteria, CA14 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.

New!

Upland, CA1 day 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!

Upland, CA6 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. • 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.

New!

Los Angeles, CA1 day 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, CA1 day 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, CA8 days ago

$48,000–$50,000 Per Year

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). Guide participants, guardians and family members in navigating Social Security issues, offering referrals to local Work Incentives and Planning and Assistance (WIPA) and/or Community Work Incentive Counselors (CWIC) available through their state Vocational Rehabilitation.

Woodlake, CA10 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!

Milpitas, CA4 days ago

$54,634–$85,853 Per Year

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). With more than one million product offerings and 80+ years of experience across industries, MSC strives to help our customers achieve greater productivity, profitability, and growth through inventory management and other innovative supply chain solutions.

New!

San Diego, CA5 days ago

$180,000–$220,000

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. The finance organization plays a critical role in driving strategic decision making, enterprise reporting, and analytics, with continued investment focused on elevating FP&A as a technology enabled, strategic function.

New!

Foster City, CA6 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.

New!

San Diego, CA5 days ago

$60–$70

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.

New!

Foster City, CA6 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.

New!

Modesto, CA1 day ago

Utilize various recruiting approaches and recruiting tools including online recruiting, network recruiting, direct recruiting and generating recruiting referrals. PrideStaff Financial Consultants benefit from creating outstanding experiences with clients and job seekers through sales and recruiting efforts, and successfully matching talented professionals with top companies in the area.

New!

Foster City, CA6 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.

Foster City, CA13 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.

Santa Rosa, CA14 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.

San Jose, CA7 days ago

You'll leverage your expertise to help us navigate growth challenges, optimize financial operations, and prepare for a successful IPO.Key ResponsibilitiesOffer strategic advice on financial planning, budgeting, and forecasting to support rapid scaling. Strong track record in financial strategy, fundraising, and scaling operations in a Silicon Valley or similar fast-paced environment.

Los Angeles, CA25 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!

San Luis Obispo, CA1 day ago

$57,000–$65,000

Experts will execute Mattress Firm selling programs with the use of digital tools and support a seamless omnichannel experience to create a compelling and engaging environment that puts the customer at the center. The Sleep Expert will elevate and enhance the customer's in-store experience by being a trusted sleep authority and offering best-in-class products.

New!

Sacramento, CA1 day ago

This 1099 entrepreneurial partnership is tailored for self-starting professionals who want to maximize their earning potential by utilizing a diverse portfolio of over 50 premier insurance carriers alongside a fully automated backend infrastructure. Advanced Digital Ecosystem: Leverage full access to enterprise-grade CRM software, automated nurturing campaigns, and instant multi-carrier quoting engines.

Manteca, CA25 days ago

Full-time

San Diego, CA19 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.

Roseville, CA26 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, CA30+ days ago

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.

Torrance, CA30+ 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.

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.

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 Diego, CA19 days ago

Milpitas, CA30+ days ago

Ontario, CA30+ days ago

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.

Upland, CA30+ days ago

Sunnyvale, CA30+ days ago

Campbell, CA30+ days ago

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.

Menlo Park, CA11 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.

Sacramento, CA13 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.

New!

Los Angeles, California4 days ago

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.

Marin, CA30+ days ago

$60,000–$75,000 Per Year

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.

CA30+ days ago

Remote

$100,000–$130,000 Per Year

Cetera Financial Institutions is seeking a Financial Institutions Management Consultant (FIMC) focused on developing and supporting Financial Institutions (FIs) poised for growth working closely with other members of the Regional Growth Team (RGT), Channel, and key Cetera resources to ensure delivery of strategic value, growth, business consulting and wealth management expertise and guidance. Work with Financial Institution Executives, Program Managers and Regional Growth colleagues on overall FI client segmentation, design advice and service models for client segments, prescribe support staffing models, collaborate on marketing strategies, enhance program efficiency on best practices and tech adoption, and initiate other relevant Growth360 program and advisor specific roadmaps.

Palo Alto, California13 days ago

New!

Murrieta, CA1 day ago

$75,000–$100,000 Per Year

Meraki Group Endeavors is a talent solutions consultancy responsible for screening and interviewing candidates prior to the formal interview process with a Heart to Heart Representative. Heart to Heart is a rapidly growing financial services company offering remote work-from-home commission-based positions.

Irvine, California10 days ago

Remote

$75,000–$100,000 Per Year

Meraki Group Endeavors is a talent solutions consultancy responsible for screening and interviewing candidates prior to the formal interview process with a Synergy Financial Representative. Synergy Financial is a rapidly growing financial services company offering remote work-from-home commission-based positions.

Rosemead, CA22 days ago

Position SummarySeeking an experienced Business Control Consultant IV to support financial reporting, SEC filings, financial consolidations, and accounting compliance activities. The ideal candidate will have strong experience in financial reporting, GAAP, SEC compliance, ERP systems, and utility industry accounting practices.

Pleasanton, CA30+ days ago

Part-time

Your in-depth financial knowledge and proven track record of at least 6 months in independent Fractional CFO consulting work will be essential in driving financial growth and success for our clients. Excellent communication and presentation skills, with the ability to convey complex financial information to non-financial stakeholders.

New!

San Diego, CA4 days ago

Remote

$4,001–$6,300

In this role, you will help families find the right financial protection coverage for their needs — working entirely by phone and Zoom from your home. Life and Health Insurance License required before start date — or demonstrated willingness to obtain quickly (exam prep resources provided).

San Francisco, CA20 days ago

$55.71–$60.71 Per Hour

Our client, a IT Services and Consulting company, is looking for a Oracle EPM / Financial Planning Applications Consultant for their San Francisco, CA/Hybrid location. Ability to support periodic patch management, testing, defect triage, and performance tuning.

CA30+ days ago

$126,000–$154,000 Per Year

Our team is comprised of customer strategy experts, Salesforce-certified experts across all Salesforce capabilities, industry experts, organizational and cultural change consultants, and project delivery leaders. From strategy through delivery, our agile teams across 52 offices in 12 countries collaborate with clients to bring powerful customer experiences, innovative ways of working, and new products and services to life.

Walnut Creek, CA10 days ago

As top tier professionals dedicated to solving our clients health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn change into opportunity. As one of the 5 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers compensation, employee benefits, surety, and financial products and services to clients nationwide.

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Financial Consultant Jobs in California

Financial Consultant - Santa Barbara, CA Fidelity Investments

VP, Financial Consultant- Upland, CA Charles Schwab

VP, Financial Consultant Charles Schwab

Staff Accountant/Financial Analyst Jobot

Program Manager - Healthcare IT Portfolio, Consultant Jobot

Employment Consultant Best Buddies International

New Home Consultant Lennar Corporation

Sls Consultant, Public Sector Key Account MSC

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

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

Accounting Manager Consultant Vaco LLC

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

Staffing Consultant Pridestaff - Modesto, CA

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

CFO Advisor Joseph Michaels International

Compensation Business Consultant Solugenix Corp

Sales Consultant Mattress Firm

Licensed Life Insurance Advisor - Commission Based CEO Life

New Home Consultant Lennar Homes

Financial Consultant Partner Del Mar, CA The Charles Schwab Corp

Financial Consultant Partner Walnut Creek, CA The Charles Schwab Corp

Financial Consultant Partner Roseville, CA The Charles Schwab Corp

Financial Consultant- Invest Axos Bank

Financial Consultant Associate East West Bancorp Inc

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

VP, Financial Consultant Brea, CA The Charles Schwab Corp

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

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

Financial Consultant Citizens Business Bank

VP, Financial Consultant Upland, CA The Charles Schwab Corp

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

Workday Financial Consultant - Accounting Center Pyramid Consulting, Inc

Senior Consultant, Engagement Financial Advisor Deloitte Touche Tohmatsu Ltd

Aviation Financial Consultant (Future Opportunities) Sidara

Financial Consultant - Marin, CA FMR LLC

Financial Institutions Management Consultant (West Coast) Cetera Financial Group Inc

Financial Consultant - Palo Alto, CA Fidelity

Financial Consultant Meraki Group Endeavors

Financial Consultant (Remote) Synergy Financial

Senior Financial Reporting Consultant Trident Consulting

Fractional CFO (Consultant) LTD Global

Remote Sales Consultant – Financial Services Nexera

Oracle EPM / Financial Planning Applications Consultant ICONMA, LLC

Salesforce Financial Services Cloud Consultant- Enterprise Slalom Inc

Financial & Underwriting Consultant - Employee Benefits Alliant Insurance Services, Inc.

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