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.
Home Loan Consultant - Financial Services Background Preferred Generations Home LoansHome Loan Consultant - Financial Services Background PreferredLodi, CA$100,000–$300,000 / yearYou 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.
NewStaff Accountant/Financial Analyst JobotStaff Accountant/Financial AnalystLos Angeles, CA$60,000–$80,000 / yearInformation 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.
NewFranchise Business Consultant-Senior Care Amada franchise incFranchise Business Consultant-Senior CareSan Clemente, CA$80,000–$90,000 / yearYou'll partner directly with franchise owners to help them strengthen operations, increase profitability, improve caregiver recruitment and retention, grow revenue, and deliver exceptional care experiences. Minimum of 5 years of experience in business consulting, franchise support, multi-unit operations, healthcare operations, business development, sales leadership, or operational management.
Data Engineer - Sr. Consultant level Visa Technology and Operations LLCData Engineer - Sr. Consultant levelFoster City, CA$169,100–$270,800 / yearVisa 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.
Search Engine Optimization (SEO) Consultant HAN IT STAFFING INCSearch Engine Optimization (SEO) ConsultantAlameda, CA$65–$75 / dayContractorThis person is accountable for how the brand shows up across AI answer engines (ChatGPT, Perplexity, Google AI Overviews, Gemini, Copilot, and similar), monitoring visibility and share-of-voice through tools such as Profound, translating insights into a prioritized backlog, and orchestrating delivery across SEO, content, and engineering teams. Convert monitoring insights into clearly scoped, well-prioritized JIRA tickets with acceptance criteria, routing work to the right team (content authoring, technical SEO, AEM/web engineering, data/structured-markup).
Software Engineer - Sr Consultant level Visa Technology and Operations LLCSoftware Engineer - Sr Consultant levelFoster City, CA$169,100–$270,800 / yearYou 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.
Cyber Security Engineer - Sr. Consultant level Visa Technology and Operations LLCCyber Security Engineer - Sr. Consultant levelFoster City, CA$180,600–$289,300 / yearThe 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.
Financial Advisor Associate StifelFinancial Advisor AssociateSanta Rosa, CAStifel 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.
Organizational Change Management Consultant TPI Global SolutionsOrganizational Change Management ConsultantAlhambra, CAThe 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 RequiredThe 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.
New15211GE Property & Casualty Risk Advisor (Producer) ACG Resources15211GE Property & Casualty Risk Advisor (Producer)San Diego, CA$60,000–$125,000 / yearThe Property & Casualty Risk Advisor serves as a trusted consultant to business clients by identifying exposures, recommending insurance and risk management solutions, and developing long-term client relationships. Whether you're an established producer with an existing book of business or an emerging sales professional looking to accelerate your career, this firm offers outstanding resources, mentorship, marketing support, and unlimited earning potential.
New Home Consultant Trainee Lennar HomesNew Home Consultant TraineeSan Diego, CAFull 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. The role entails generating and maintaining a robust sales pipeline, engaging with customers to process sale agreements, and closing new home sales.
NewNew Home Consultant Lennar HomesNew Home ConsultantSanta Paula, CA$20–$21 / 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 San Francisco West Portal, CA The Charles Schwab CorpFinancial Consultant Partner San Francisco West Portal, CASan Francisco, 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 Partner San Mateo, CA The Charles Schwab CorpFinancial Consultant Partner San Mateo, CASan Mateo, 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- Invest Axos BankFinancial Consultant- InvestSan Diego, CAQualifications: • 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.
Financial Consultant Associate East West Bancorp IncFinancial Consultant AssociateIrvine, CA$20–$26 / hourOur 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.
NewSr. 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.
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.
Workday Financial Consultant - Accounting Center Pyramid Consulting, IncWorkday Financial Consultant - Accounting CenterSunnyvale, CA$65–$70 / hourBy 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.
Aviation Financial Consultant (Future Opportunities) SidaraAviation Financial Consultant (Future Opportunities)Los Angeles, CaliforniaServing 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.
Aviation Financial Consultant (Future Opportunities) T.Y. Lin International Group LtdAviation Financial Consultant (Future Opportunities)Ontario, CAServing 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.
VP, Financial Consultant Menlo Park, CA The Charles Schwab CorpVP, Financial Consultant Menlo Park, CAMenlo Park, 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 The Charles Schwab CorpVP, 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 Fresno, CA The Charles Schwab CorpVP, Financial Consultant Fresno, CAFresno, 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. 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.
VP, Financial Consultant San Mateo, CA The Charles Schwab CorpVP, 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 San Jose, CA The Charles Schwab CorpVP, Financial Consultant San Jose, CAMilpitas, 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 Sunnyvale, CA The Charles Schwab CorpVP, Financial Consultant Sunnyvale, CASunnyvale, CAPreferred 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.
Financial Consultant Citizens Business BankFinancial ConsultantOntario, CAParticipate 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.
Workday Financial Consultant - Accounting Center Pyramid, IncWorkday Financial Consultant - Accounting CenterSunnyvale, CA$65–$70 / hourFull timeGood 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.
VP, Financial Consultant Brea, CA The Charles Schwab CorpVP, Financial Consultant Brea, CABrea, CAPreferred 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.
Financial Consultant - Marin, CA FMR LLCFinancial Consultant - Marin, CACA$60,000–$75,000 / yearLegal & 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.
NewFinancial Consultant - Santa Barbara, CA FidelityFinancial Consultant - Santa Barbara, CASanta Barbara, CaliforniaRemotePlease 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.
Financial Consultant - Palo Alto, CA FidelityFinancial Consultant - Palo Alto, CAPalo Alto, CaliforniaRemotePlease 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.
Financial Consultant - San Francisco, CA FidelityFinancial Consultant - San Francisco, CASan Francisco, CaliforniaRemotePlease 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.
NewFinancial Consultant- Seal Beach, CA FidelityFinancial Consultant- Seal Beach, CASeal Beach, CaliforniaRemotePlease 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.
Financial consultant Lincoo Financial & Insurance Services IncFinancial consultantLa Palma, CA$70,000–$120,000 / yearLincoo Financial & Insurance Services Inc in La Palma, California, is looking for a confident, experienced Producer / LSP to join our team. Develop ongoing networking relationships with Real Estate Agents, Mortgage Lenders, Title Companies, Auto Dealers, etc.
Financial Institutions Management Consultant (West Coast) Cetera Financial Group IncFinancial Institutions Management Consultant (West Coast)CARemote$100,000–$130,000 / yearCetera 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.
SR Financial Analyst/Consultant Artemis ConsultingSR Financial Analyst/ConsultantSan Diego, California$95,000–$130,000 / yearStrongly preferred: Department of the Navy (DoN) experience, including accounting, consulting, finance, NAVWAR financial systems, and PPBE processes . You will work both independently and collaboratively within a consulting team, supporting day‑to‑day financial operations and long‑term strategic planning.
Fractional CFO (Consultant) LTD GlobalFractional CFO (Consultant)Pleasanton, CAPart timeYour 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.
Remote Sales Consultant – Financial Services NexeraRemote Sales Consultant – Financial ServicesSan Francisco, CARemote$4,001–$6,300In 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).
Oracle EPM / Financial Planning Applications Consultant ICONMA, LLCOracle EPM / Financial Planning Applications ConsultantSan Francisco, CA$55.71–$60.71 / hourOur 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.
Senior Consultant - Audit & Financial Controls The French AgencySenior Consultant - Audit & Financial ControlsSan Francisco, CaliforniaThis position blends Big 4–level audit expertise with controller-level financial management responsibilities, including accrual-based accounting, internal controls development, and high-touch client engagement. Our hybrid onshore–offshore delivery model enables us to scale efficiently while delivering high-quality, client-first service to businesses, nonprofits, and individuals.
Oracle EPM / Financial Planning Applications Consultant IconmaOracle EPM / Financial Planning Applications ConsultantSan Francisco, CA$55.71–$60.71 / hourOur 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.
Financial Solutions Consultant AmericorFinancial Solutions ConsultantIrvine, CAFull timeWe’re on a mission to empower individuals to take control of their financial future, and we’re looking for driven, coachable professionals to join our high-performing sales team, in our Irvine office. As a Financial Consultant, you'll be the first point of contact for customers looking for financial solutions- and your sales expertise will play a key role in helping them get back on track!
Salesforce Financial Services Cloud Consultant- Enterprise Slalom IncSalesforce Financial Services Cloud Consultant- EnterpriseCA$126,000–$154,000 / yearOur 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.
NewPrincipal Consultant - Financial Services Cloud TELUS Digital IncPrincipal Consultant - Financial Services CloudCAThe ideal candidate combines deep Financial Services Cloud expertise with strong consulting, leadership, and communication skills and has a proven track record delivering enterprise-scale Salesforce transformations within banking, insurance, wealth management, lending, and financial services organizations. As a Financial Services Cloud Architect, you will be responsible for defining scalable solution architectures, leading discovery and design workshops, developing implementation roadmaps, and ensuring successful delivery of Financial Services Cloud programs.
Financial Audit Consultant Nace AIFinancial Audit ConsultantPalo Alto, CaliforniaWe are building an AI-native platform for financial statement audit — one where an AI agent reads an audit workpaper, identifies the relevant assertions, evaluates evidence quality, flags potential misstatements, and generates GAAS-defensible documentation. The system parses uploaded audit workpapers and makes decisions: which procedures address which assertions, what constitutes sufficient appropriate evidence, and where a potential misstatement exists.