Financial Services Representative MONTERRA CREDIT UNIONFinancial Services RepresentativeRedwood City, CA$20–$22 / hourResponsible for accurate and efficient member service on the Teller line inclusive of the following transactions: deposits, withdrawals, cashing checks, posting loan payments, selling negotiable items, and receiving and disbursing cash. May open new membership, checking, money market, investment certificate, IRA, Trust, Uniformed Transfer to Minor Accounts, and may carry out requests on deceased accounts and fraud situations.
NewSales Representative/Business Consultant - San Jose, CA System OneSales Representative/Business Consultant - San Jose, CASan Jose, CA$39,600–$92,400 / yearThis is a high-impact, field-based opportunity for someone who thrives in a fast-paced, quota-driven environment and wants to make a meaningful difference in the way businesses operate and grow. 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.
College Financial Representative, Internship Program Northwestern MutualCollege Financial Representative, Internship ProgramCampbell, California$500–$1,000 / yearInternOur college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.
Financial Services Representative - State Farm Agent Team Member Burch Boehner - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberSan Jose, CAIn addition to investment services, we offer a broad range of insurance products, including personal and commercial insurance, as well as life and health insurance solutions, to meet the diverse needs of our clients. The ideal candidate will work directly with clients placing IRAs, 529 plans, and other investment products.
Financial Sales Representative Hire Up Staffing ServicesFinancial Sales RepresentativeSan Jose, CAThis role focuses on opening new accounts, building strong customer relationships, identifying financial needs, and achieving individual and branch sales goals. The Financial Sales Representative (FSR) is responsible for selling the banks products and services to both existing clients and new prospects.
Financial Service Representative - Palo Alto, CA FidelityFinancial Service Representative - 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. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center.
Field Sales Representative II, Financial Services Google LLCField Sales Representative II, Financial ServicesSunnyvale, CADevelop and implement sales strategies to surpass revenue targets and build trusted, consultative relationships with customers, while leveraging emerging technology trends, market analysis, and knowledge of cloud solutions to showcase how Google Cloud can transform customers" business. As part of an entrepreneurial team in this rapidly growing business, you will play a key role in understanding the needs of our customers and help shape the future of businesses of all sizes use technology to connect with customers, employees and partners.
Part-Time Financial Services Representative 1st United Credit UnionPart-Time Financial Services RepresentativeLivermore, CA$22–$27 / hourSupports branch goals by identifying and recommending products and services to members, open new memberships accurately and offering basic loan products during new membership enrollment and during daily interactions with members. Reporting to the Retail Branch Manager, the Financial Services Representative''s primary responsibilities are to consult with members to identify needs, recommend products and services, offer solutions and ensure pending transactions are completed in a timely manner.
Financial Sales Representative I Citizens Business BankFinancial Sales Representative ISan Mateo, CA$20–$22.12 / hourThe FSR is responsible for the new accounts function of the Business Financial Center, identifies sales opportunities, makes appropriate referrals and meets or exceeds personal sales goals and achieves banks cross-sales goals. The FSR is responsible for retaining and developing good commercial business relationships that lead to business checking accounts and other service products offered by the Bank.
Financial Advisor Northwestern MutualFinancial AdvisorCampbell, California$61,000–$250,000 / yearFull timeNorthwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries, including Northwestern Long Term Care Insurance Company (NLTC), Northwestern Mutual Investment Services, LLC (NMIS) (Investment Brokerage Services), a registered investment adviser, broker-dealer, and member of FINRA and SIPC, and Northwestern Mutual Wealth Management Company® (NMWMC) (Investment Advisory Services), a federal savings bank. As used here, “revenue” includes exclusively First Year and Renewal Commissions, Bonuses, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company commissions and fees, Strategic Employee Benefits Services commissions, and Expense Allowances.
Financial Advisor II Patelco Credit UnionFinancial Advisor IISan Mateo, CAThis includes comparing and evaluating possible investment options for individual clients, identifying investment strategies and potential investments based on market conditions and clients' particular circumstances, and assessing the timing of investments by analyzing market conditions to determine the optimum times to conduct securities transactions for clients. Ability to communicate successfully and in a professional manner with clients, above average math aptitude, excellent oral and written communication skills, excellent decision making and problem-solving skills, superior amount of computer literacy and proofreading capabilities and strong organizational skills.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorCA$45,000–$100,000 / yearEdward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3(a)(39) and 15(b)(4) and Rule 17a-3(a)(12) of the Securities and Exchange Act of 1934, and conducts background reviews consistent with FINRA Rule 3110(e). Compensation: We know that building a business takes time, so we've built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems and business practices you need to succeed in our client-first business model.
Financial Analyst, Cloud Finance Google LLCFinancial Analyst, Cloud FinanceSunnyvale, CAPartner with stakeholders across Sales, Product, BD, and Controllership as a trusted strategic advisor and financial thought leader, influencing executive decision-making and ensuring alignment between functional roadmaps and corporate financial targets. As a key partner to the Engineering, Supply Chain, Demand Planning, Product, GTM Sales and Services organizations, you will provide the financial and strategic insight necessary to scale global footprint and lead the AI revolution.
CFO Ledgent Finance & AccountingCFOFremont, California$340,000–$390,000This role requires a strong operational mindset, particularly within warehouse and multi-site environments, and the ability to build meaningful internal and external partnerships. This leader will be a key partner to the CEO and executive team, driving financial strategy while remaining deeply engaged in day-to-day operations.
CFO 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 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.
Senior Financial Advisor CoreTechsSenior Financial AdvisorSanta Clara, CA$140,000–$200,000 / yearKnowledge: Deep experience with at least one of our niches: highly comped tech employees (RSU/ISO/NSO), complex small business planning, or high-touch retirement distribution strategies. Since our founding in 2022, we have maintained a high-growth trajectory by providing personalized planning and wealth management to three niches: Tech Professionals (Equity/RSU/ISO planning), Small Business Owners, Retirees.
Associate Financial Advisor (Foster City) SummitryAssociate Financial Advisor (Foster City)Foster City, CA$85,000–$115,000 / yearThe Associate Financial Advisor (AFA) is a client-facing advisor-in-training role responsible for managing and growing relationships, while building the technical and advisory skills required to become a Financial Advisor. Join an innovative and collaborative team dedicated to becoming the most admirable advisory firm, helping families thrive amid the unique opportunities and challenges of life in the Bay Area.
Senior Financial Analyst, Google One AI Subscriptions Google LLCSenior Financial Analyst, Google One AI SubscriptionsMountain View, CAThe goal of financial planning and analysis (FP&A) is to create financial insights that make Google better by unpacking business problems to drive business growth, reveal opportunities, manage risk, and steward scarce resources. Collaborate with product, engineering, strategy and cross-product finance teams to drive accelerated subscriber growth while ensuring long-term financial sustainability.
Senior Financial Analyst, Google Data Center Finance Google LLCSenior Financial Analyst, Google Data Center FinanceSunnyvale, CAActing as a trusted advisor to both business and finance leadership, you will deliver actionable insights, forecast short- and long-term models, and enforce spend governance to optimize capital and operational expenditures. You will seamlessly collaborate with teams across technical infrastructure, accounting, corporate finance, internal audit, systems, and engineering to align financial strategy with large-scale technical execution.
Financial Analyst, Generative AI Google LLCFinancial Analyst, Generative AIMountain View, CAPreferred qualifications: Strong data analytics background - ability to separately liase with partners in Product, Engineering, Partnerships and DS&E to understand datasets and run analyses to provide insights to partners and finance leadership. Conduct data-driven analyses to quantify the net financial impact of GAI products, including AI Overviews (AIO) and AI Mode (AIM), on business, query growth, core search metrics, and infrastructure/machine resource allocation.
Senior Financial Analyst, Supply Chain Finance Google LLCSenior Financial Analyst, Supply Chain FinanceMountain View, CAFrom developing forward-thinking analysis to generating management reports to scaling our automated financial processes, the Finance organization is an important partner and advisor to the business. Google is a global company and, in order to facilitate efficient collaboration and communication globally, English proficiency is a requirement for all roles unless stated otherwise in the job posting.
Senior Financial Analyst, AI Infrastructure, Product Finance Google LLCSenior Financial Analyst, AI Infrastructure, Product FinanceSunnyvale, CAAs a key partner to the Engineering, Supply Chain, Demand Planning, and Product organizations, we provide the financial expertise and strategic insight necessary to scale our global footprint and lead the AI revolution. Partner with Capacity, Product, and GTM teams to evaluate the latest customer demand signals and provide the latest business snapshot to business and finance leadership.
Financial Analyst, Cloud AI Capacity Planning Google LLCFinancial Analyst, Cloud AI Capacity PlanningSunnyvale, CAWe are the Gemini for Enterprise Product finance team that supports Google Cloud Platform (GCP)'s vast array of AI products including Gemini API, Gemini Enterprise Applications, Gemini Enterprise Solutions, Vertex Agent and Model Platforms, and other AI Solutions. Lead capacity workflows for strategic projects (including third-party sources) and assist in forecasting demand to support long-range hardware, chip, data center, and power supply planning.
Financial Analyst, Geo, Revenue, Ads, Search, Strategy, Operations Google LLCFinancial Analyst, Geo, Revenue, Ads, Search, Strategy, OperationsMountain View, CACollaborate with cross-functional teams, including finance DNA, Hub, corporate financial planning and analysis, strategy and operations to ensure effective partnership and impactful results. Drive core central financial planning and analysis processes for GBO including planning, forecasting, budget management, cost allocation, management reporting and other ad hoc initiatives.
NewSenior Financial Analyst, Applied AI Google LLCSenior Financial Analyst, Applied AISunnyvale, CAOur focus centers on driving the financial strategy for Agentic AI technologies, empowering enterprise customers across verticals to achieve profound organizational transformation through innovation. Our Financial Planning and Analysis (FP&A) team supports the Product, Engineering, and Operations teams that build and sell Google Cloud Product"s (GCP's) Agentic AI products.
NewCloud Central Financial Analyst, GTM Sales and Services Google LLCCloud Central Financial Analyst, GTM Sales and ServicesSunnyvale, CACultivate strong partnerships across Corporate Finance, Strategy and Operations, Accounting, and Product Finance to design spend initiatives and determine accounting treatments. Preferred qualifications: Experience working on cross-functional teams to solve big problems, and experience efficiently communicating key takeaways to leadership.
NewFinancial Analyst II, Core Central Finance Google LLCFinancial Analyst II, Core Central FinanceSunnyvale, CAIn this role, you will serves as the operational engine for the Core Finance team, directly owning the end-to-end execution of annual planning, key tool change management, and project tracking for leadership initiatives. Preferred qualifications: Experience in developing strategies in a changing engaged environments, impeccable business judgment for resource allocation decisions to achieve the desired business outcome.
Strategic Financial Analyst, Platforms and Devices Central Finance Google LLCStrategic Financial Analyst, Platforms and Devices Central FinanceMountain View, CAApplyshare linkCopy linkemailEmail a friendMinimum qualificationsBachelors degree in Business Finance Economics Statistics another quantitative field or equivalent practical experience4 years of experience in financial planning and analysis FP&A consulting or a related function or a relevant advanced degree. Google is a global company and in order to facilitate efficient collaboration and communication globally English proficiency is a requirement for all roles unless stated otherwise in the job posting.
Financial Analyst, YouTube Google LLCFinancial Analyst, YouTubeSan Bruno, CAFinancial Analyst YouTubeshare linkCopy linkemailEmail a friend corporate_fare YouTube place San Bruno CA USA bar_chart Mid Mid Experience driving progress solving problems and mentoring more junior team members deeper expertise and applied knowledge within relevant area. As a part of the YouTube Finance team you will be a part of the broader Strategy Analytics and Finance team SAF whose mission is to make YouTube commercially sustainable and more valuable by identifying and steering the business towards the biggest opportunities guiding the organization to make the best possible decisions and enabling effective implementation with proactive and trusted risk management.
Merrill Advisor Development Program - Financial Advisor: Silicon Valley Market Bank of America CorpMerrill Advisor Development Program - Financial Advisor: Silicon Valley MarketSan Jose, CA$80,000–$90,000 / yearThe following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRAShift:1st shift (United States of America)Hours Per Week: 40 Learn more about this role Apply × To proceed with your application, you must be at least 18 years of age. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Senior Financial Advisor (Foster City) SummitrySenior Financial Advisor (Foster City)Foster City, CA$150,000–$225,000 / yearAdvisors maintain a focused client base (typically fewer than 100 households) and manage an established book of client relationships while contributing to organic growth through client referrals, COI relationships, and partnership with the firm’s Business Development team. The Senior Financial Advisor (SFA) serves as the primary relationship owner for high-net-worth clients, delivering comprehensive financial planning and investment guidance.
Financial Advisor (Foster City) SummitryFinancial Advisor (Foster City)Foster City, CA$115,000–$150,000 / yearAdvisors maintain a focused client base (typically fewer than 100 households) and manage an established book of client relationships while contributing to organic growth through client referrals, COI relationships, and partnership with the firm’s Business Development team. CFP Certified (or 7 years of advisory services in a lead-advisor role, with comprehensive financial planning and business development experience; must pass the CFP within 2 years of hire).
NewMerrill Advisor Development Program- Financial Advisor: Palo Alto Market Bank of AmericaMerrill Advisor Development Program- Financial Advisor: Palo Alto MarketPalo Alto, CaliforniaEffectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences.
Senior AI Developer Technology Engineer, Financial Sector NVIDIA CorpSenior AI Developer Technology Engineer, Financial SectorSanta Clara, CAWork directly with other technical experts in their fields (industry and academia) to perform in-depth analysis and optimization of complex AI and HPC workloads to ensure the best possible performance on modern CPU and GPU architectures. DevTechs work with external technologists to investigate performance of their applications, design parallel algorithms and implement optimizations in a GPU accelerated computing environment.
Financial Services Associate San Joaquin Valley College, Inc.Financial Services AssociateSan Jose, CA$27–$31 / hourPart timeCustomer Focus : Personally demonstrates that external or internal customers are a high priority; identifies customer needs and expectations and responds to them in a timely and effective manner; anticipates and prevents delays or other things that can adversely affect the customer; keeps customers informed about the status of pending actions and inquires about customer satisfaction with products or services. The Financial Services Associate meets with applicants and students regarding their eligibility for federal financial aid programs by calculating anticipated awards in PELL, SEOG, Stafford/Direct and supplementary loans, and other Title IV and non-Title IV programs.
Senior Financial Analyst, FP&A II-VI Optical Systems, Inc.Senior Financial Analyst, FP&ASanta Clara, CAWe are a vertically integrated manufacturing company that develops innovative products for diversified applications in the industrial, optical communications, military, life sciences, semiconductor equipment, and consumer markets. Coherent provides a comprehensive career development platform within an environment that challenges employees to perform at their best, while rewarding excellence and hard-work through a competitive compensation program.
AI Developer Technology Engineer, Financial Sector - New College Grad 2026 NVIDIA CorpAI Developer Technology Engineer, Financial Sector - New College Grad 2026CAWork directly with other technical experts in their fields (industry and academia) to perform in-depth analysis and optimization of complex AI and HPC workloads to ensure the best possible performance on modern CPU and GPU architectures. Today, NVIDIA's GPU simulates human intelligence, running deep learning algorithms and acting as the brain of computers, robots and self-driving cars that can perceive and understand the world.
Financial Advisor - BMO Bank LPL Financial Holdings IncFinancial Advisor - BMO BankBurlingame, CA$100,000–$140,000 / yearThis employment opportunity at BMO Bank in Burlingame, CA would allow you to join the Investment Program at BMO Bank as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to BMO Bank for financial solutions.
At‑Work Financial Advisor - BMO Bank LPL Financial Holdings IncAt‑Work Financial Advisor - BMO BankSan Jose, CA$100,000–$140,000 / yearThis employment opportunity at BMO Bank in San Jose, CA would allow you to join the Investment Program at BMO Bank as a At‑Work Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to BMO Bank for financial solutions.
Financial Advisor - Patelco Credit Union LPL FinancialFinancial Advisor - Patelco Credit UnionSan Mateo, CaliforniaThis employment opportunity at Patelco Credit Union in San Mateo, CA would allow you to join the Investment Program at Patelco Credit Union as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Patelco Credit Union for financial solutions.
Financial Advisor Golden Summit Wealth & Insurance Solutions a MassMutual FirmFinancial AdvisorSan Jose, CA$90,000–$220,000 / yearAt Golden Summit Wealth, you’ll have access to experienced leadership, training and development, planning resources, marketing and operational support, and a collaborative team invested in your success. This opportunity is designed for advisors who enjoy building relationships, serving clients, and growing a practice, but want to do it with the right support around them.
Senior Health Care Financial Analyst Santa Clara Family Health PlanSenior Health Care Financial AnalystSan Jose, CAReasoning Requirements: ability to think and work effectively under pressure; ability to effectively serve customers; decision making, maintain a concentrated level of attention to information communicated in person, by telephone, and electronically throughout a typical workday; attention to detail. Analyze data to generate dashboard metrics and reports at required intervals (e.g., monthly/quarterly) for senior management, including medical loss ratios, medical costs, medical trends, and provider profiles.
Financial Systems Specialist Deloitte Touche Tohmatsu LtdFinancial Systems SpecialistSan Jose, CA$74,900–$147,600 / yearOur purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities. 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.
NewFinancial Analyst, Google Fi Google LLCFinancial Analyst, Google FiMountain View, CAExcellent financial modeling skills in Google Sheets and proficiency with database querying languages (e.g., SQL/business intelligence platform) to pull and structure fragmented data sets. Build flexible financial models to evaluate promotional structures, device pricing strategies, user unit economics, assessing trade-offs between subscriber growth and per-user business growth.
Investment Executive (Financial Advisor) Northern, CA - East Bay Fifth Third BancorpInvestment Executive (Financial Advisor) Northern, CA - East BaySan Leandro, CAConduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. GENERAL FUNCTION: Accountable for overall production, coaching, training, and developing a team of licensed retail bankers.
Financial Analyst, Health Finance Google LLCFinancial Analyst, Health FinanceMountain View, CASupport monthly, quarterly and annual financial planning cycles; drive visibility into business performance and resource planning decisions and manage the respective teams' financial reporting, including development and maintenance of datasets and dashboards. Prepare monthly reporting packages that include full financial statements, comprehensive KPI reporting, analysis of key business trends, actual versus budget variances and comprehensive executive-level explanations of differences.
Senior Financial Analyst, Google Cloud Security, Product Finance Google LLCSenior Financial Analyst, Google Cloud Security, Product FinanceSunnyvale, CAManage large complex data sets and solve difficult, non-routine analysis problems through the application of advanced analytics methods as needed to develop easy to understand financial models with multiple scenarios for evaluating deals and decisions. Data driven thought leadership to generate and communicate insights including the "so what" to a wide range of stakeholders including financial leadership and technical management teams.
Personal Financial Counselor; Moffett Federal Airfield, CA Magellan Health IncPersonal 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.
Senior Financial Analyst, Platforms and Devices Central Finance Google LLCSenior Financial Analyst, Platforms and Devices Central FinanceMountain View, CAYou will be a key point of contact driving the P&D planning and long-range planning process - providing financial, operational, and enablement for product finance teams and Product Area (PA) leadership. In this role, you will work across the Platforms and Devices (P&D) Product Areas (PA) portfolio of businesses, including Android, Chrome, Play, XR, and Made by Google devices.
Financial Analyst, Ads Privacy, Safety, and Regulations Google LLCFinancial Analyst, Ads Privacy, Safety, and RegulationsMountain View, CAYou will be responsible for examining user behavior trends, competitive analysis, as well as conducting/reviewing incrementality studies, and developing scalable financial tools to drive strategic decisions and optimize investment levels. From developing forward-thinking analysis to generating management reports to scaling our automated financial processes, the Finance organization is an important partner and advisor to the business.