VP, Financial Consultant- San Mateo, CA Charles SchwabVP, Financial Consultant- San Mateo, CASan Mateo, CAOpenness 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.
VP, Financial Consultant- Fremont, CA Charles SchwabVP, Financial Consultant- Fremont, CAFremont, CAOpenness 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.
VP, Financial Consultant Charles SchwabVP, Financial ConsultantSan Mateo, CAOpenness to manage wealth on behalf of our clientsincluding:Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. • Strong candidates will also learn toleverageour team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help yourclient’sprogress toward achieving their goals.
NewProgram Manager Sr. Consultant VisaProgram Manager Sr. ConsultantFoster City, CA$169,100–$270,800 / yearOrganizational Summary The Payment Product Delivery (PPD) technology division delivers and manages end-to-end technology products to promote the growth of digital commerce and mobilization of payments in emerging and developed markets. The position is part of a team driving projects that are highly complex and requires a person who can quickly come up to speed on the business (product) and technical aspects of program to collaborate with both business (product) and technical stakeholders to plan and manage software delivery.
SAP Vendor Master Data Consultant CYNET SYSTEMSSAP Vendor Master Data ConsultantAliso Viejo, CA$70–$75 / hourTemporaryContractorPart timeAs a nationally and locally certified Minority Business Enterprise (MBE), Cynet Systems is committed to helping organizations build high-performing teams while empowering professionals to grow rewarding careers. We deliver agile, scalable talent solutions across IT, engineering, life sciences, clinical, and professional staffing, powered by a high-performing recruitment engine operating across North America and Asia.
NewSEC Reporting Consultant Vaco LLCSEC Reporting ConsultantIrvine, CANote: This opportunity is open to W2 candidates only — C2C arrangements will not be considered Key Responsibilities Prepare and review SEC filings including 10-K, 10-Q, and related disclosures Ensure compliance with US GAAP and SEC reporting requirements Manage the financial reporting process and supporting schedules Coordinate closely with external auditors and internal stakeholders Assist with technical accounting research and implementation Support quarter-end and year-end close activities as they relate to reporting Identify process improvements to enhance reporting accuracy and efficiency Required Qualifications Proven experience in SEC reporting within a publicly traded company Strong knowledge of US GAAP and financial statement presentation Experience preparing or reviewing 10-K and 10-Q filings Background in Big 4 or national public accounting (highly preferred) Ability to operate in a fast-paced, deadline-driven environment Strong attention to detail and ability to work independently Preferred Qualifications Experience with technical accounting and complex transactions Familiarity with reporting tools (e.g., Workiva, Hyperion, or similar ) Strong communication and business partnering skills CPA or equivalent certification preferred Determining compensation for this role (and others) at Vaco/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, as well as 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.
Partnership Executive Consultant ComplySciPartnership Executive ConsultantLos Angeles, CA$186,000–$216,000 / yearComply serves thousands of global financial services clients including broker-dealers, insurers, investment banks, private funds, RIAs, and wealth managers who rely on Comply offerings to power their compliance programs. This individual will maintain a portfolio of client relationships and deliver high-quality consulting services, while contributing to firmwide initiatives, supporting the development and implementation of new service offerings, and serving as a trusted source of insight and practical guidance for colleagues.
Enhanced Compliance Consultant ComplySciEnhanced Compliance ConsultantSan Diego, CA$88,000–$121,000 / yearComply serves thousands of global financial services clients including broker-dealers, insurers, investment banks, private funds, RIAs, and wealth managers who rely on Comply offerings to power their compliance programs. With more than 5,000 clients and hundreds of employees across the globe, Comply empowers Chief Compliance Officers and their teams to proactively manage regulatory obligations, mitigate risk, and scale with efficiency and confidence.
NewCFO Advisor Joseph Michaels InternationalCFO AdvisorSan Jose, CAYou'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. Strong track record in financial strategy, fundraising, and scaling operations in a Silicon Valley or similar fast-paced environment.
NewOracle Cloud ERP Financial Systems Specialist CFSOracle Cloud ERP Financial Systems SpecialistFresno, CARemote$120,000–$175,000 / yearReporting to the Director of Finance Systems and Reporting, this hybrid role involves hands-on technical management of Oracle Cloud financial modules, including Accounts Payable, General Ledger, Fixed Assets, and budgeting functionality. Collaborate with the Director of Finance Systems and Reporting, the Controller's office, Rice Office of Technology Systems & Services, and external partners on financial system initiatives.
New Home Consultant Lennar HomesNew Home ConsultantRoseville, CA$18–$18.50 / hourFull timeLennar 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.
Financial Consultant Partner Thousand Oaks, CA The Charles Schwab CorpFinancial Consultant Partner Thousand Oaks, CAThousand Oaks, CAYou'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.
Financial Consultant Associate East West BankFinancial Consultant AssociateTorrance, California$20–$26 / hourFull timeOur 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.
Financial Consultant - Invest Axos BankFinancial Consultant - InvestSan Diego, California4+ year's 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. Sales activity: direct calling, appointment setting, networking activities, outbound phone calls, e-mail, trade conferences, appropriate social media marketing, virtual client meetings.
Financial Consultant Wells Fargo BankFinancial ConsultantPasadena, CaliforniaThey are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 66 (or 63 and 65) examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration.
Sr. Financial Consultant: 26-01834 Akraya Inc.Sr. Financial Consultant: 26-01834Sunnyvale, CARemote$90–$100 / hourMost recently, we were recognized Stevie Employer of the Year 2025, SIA Best Staffing Firm to work for 2025, Inc 5000 Best Workspaces in US (2025 & 2024) and Glassdoor's Best Places to Work (2023 & 2022)! Primary Skills: SQL (Advanced), Data Analysis (Advanced), AI Tools (Intermediate), Cloud Revenue (Advanced), Financial Modeling (Intermediate), Contract Type: W2 Contract.
VP, Financial Consultant Corte Madera, CA The Charles Schwab CorpVP, Financial Consultant Corte Madera, CAcorte madera, CAInvestment Strategies and Financial Planning 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. As a Financial Consultant, you'll combine planning expertise with a thoughtful approach to holistic financial guidance including investing, retirement readiness, and education goals-serving as a trusted partner who guides clients through life's financial decisions with clarity and empathy.
VP, Financial Consultant Century City, CA The Charles Schwab CorpVP, Financial Consultant Century City, CALos Angeles, CAInvestment Strategies and Financial Planning 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. As a Financial Consultant, you'll combine planning expertise with a thoughtful approach to holistic financial guidance including investing, retirement readiness, and education goals-serving as a trusted partner who guides clients through life's financial decisions with clarity and empathy.
VP, Financial Consultant Mission Viejo, CA The Charles Schwab CorpVP, Financial Consultant Mission Viejo, CAMission Viejo, CAInvestment Strategies and Financial Planning 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. As a Financial Consultant, you'll combine planning expertise with a thoughtful approach to holistic financial guidance including investing, retirement readiness, and education goals-serving as a trusted partner who guides clients through life's financial decisions with clarity and empathy.
Senior Financial Consultant East West BankSenior Financial ConsultantPasadena, CaliforniaFull timeOur 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. Updates job knowledge by tracking financial markets, general economic conditions, and new financial products, participating in educational opportunities, reading professional and technical publications, maintaining personal networks, participating in professional organizations.