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.
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.
Workday Financial Consultant - Accounting Center Pyramid, IncWorkday Financial Consultant - Accounting CenterSunnyvale, CA$65–$70 / hourFull timeBy 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.
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 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 Sunnyvale, CA The Charles Schwab CorpVP, Financial Consultant Sunnyvale, CASunnyvale, 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.
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.
Financial Consultant - Berkeley, CA FidelityFinancial Consultant - Berkeley, CABerkeley, 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.
NewRemote CFO Advisors TuringRemote CFO AdvisorsSan Francisco, CaliforniaRemote$100–$200Turing helps customers in two ways: Working with the world’s leading AI labs to advance frontier model capabilities in thinking, reasoning, coding, agentic behavior, multimodality, multilinguality, STEM, and frontier knowledge; and leveraging that work to build real-world AI systems that solve mission-critical priorities for companies. This role involves handling both general help inquiries and complex, data-heavy accounting and finance questions that require strong analytical and advisory capabilities.
Financial Advisor with Business Development Focus Northwestern Mutual - San FranciscoFinancial Advisor with Business Development FocusSan Francisco, CAFull timePrior Experience: Brings a wealth of experience in entertainment marketing and large-scale events, having held senior leadership roles overseeing special projects, brand partnerships, and experiential campaigns for major media, lifestyle, and financial brands. Build Meaningful Relationships: Just as you’ve cultivated strong client partnerships in your previous roles, this career could offer the opportunity to create lifelong connections while supporting clients through every stage of their financial journey.
Financial Advisor with Business Development Focus San FranciscoFinancial Advisor with Business Development FocusSan Francisco, CaliforniaPrior Experience: Brings a wealth of experience in entertainment marketing and large-scale events, having held senior leadership roles overseeing special projects, brand partnerships, and experiential campaigns for major media, lifestyle, and financial brands. Build Meaningful Relationships: Just as you’ve cultivated strong client partnerships in your previous roles, this career could offer the opportunity to create lifelong connections while supporting clients through every stage of their financial journey.
Internal Advisor Consultant TIAAInternal Advisor ConsultantSan Francisco, CA$54,000–$70,000 / yearIn addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans). Business Development, Capital Markets, Client Relationship Management, Client Segmentation, Collaboration, Consultative Communication, Digital Savviness, Drives for Results, Nuveen Products/Services Acumen, Sales, Territory Management.
NewPlanning Consultant - San Jose, CA FidelityPlanning Consultant - San Jose, CASan Jose, 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.
Personal Financial Counselor; Moffett Federal Airfield, CA Magellan Health ServicesPersonal Financial Counselor; Moffett Federal Airfield, CAMountain View, CAServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Investment Consultant - Relationship Manager Morgan StanleyInvestment Consultant - Relationship ManagerSan Francisco, CaliforniaOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Relationship Managers have access to a full range of wealth building, managing, and preserving services throughout the Firm that they will offer to the clients of the Financial Advisor teams they join.
Investment Consultant Soquel, CA The Charles Schwab CorpInvestment Consultant Soquel, CASoquel, CAYou'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. 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.
Retirement Financial Officer San Joaquin CountyRetirement Financial OfficerSan Jose, CAMobilityâfrequent use of a computer and sitting for long periods; occasional walking, standing, pushing, pulling, bending; Liftingâfrequently 5 pounds or less; occasionally 5 to 30 pounds; Visualâconstant use of overall vision and reading/close-up work; moderate use of eye/hand coordination; occasional use of depth perception and peripheral vision; Hearing/Talkingâfrequent hearing of normal speech, hearing/talking on the telephone, talking in person; Emotional/Psychologicalâfrequent decision making, concentration, and public contact; Special Requirements--may occasionally require working nights and weekends; may occasionally require travel; Environmentalâconstant work in an indoor office environment; occasional exposure to varied outdoor weather conditions. Plan, organize, supervise and direct the complex financial activities in a retirement organization; understand, interpret and apply complex legislation and regulations pertaining to public employee retirement; develop and implement complex accounting systems and financial controls; prepare and interpret various accounting statements and other financial records and reports; gather and analyze complex financial data; establish and maintain effective working relationships with County officials, employees, the general public and others.