NewFinancial 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 Compensation Analyst, Contract Vaco LLCSales Compensation Analyst, ContractMountain View, CA$15–$100Determining 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. 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.
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.
NewTerritory Sales Representative Herc Rentals IncTerritory Sales RepresentativeSan Jose, CA$75,000–$85,000 / yearFounded in 1965, Herc Rentals is one of the leading equipment rental suppliers in North America with 2025 total revenues reaching approximately $4.4 billion. Please be advised that the actual salary offered for any position is subject to the company's sole discretion and may be influenced by various factors, including but not limited to the candidate's qualifications, experience, location, and overall fit for the role.
NewVirtual - Insurance Sales Associate The Chisholm AgencyVirtual - Insurance Sales AssociateSan Jose, CACrafting Brighter Futures for Families Positioned at the forefront of specialized financial services, our company is dedicated to helping families safeguard their assets and ensure a brighter future for every client. As a committed Virtual Insurance Sales Associate , you will have the opportunity to forge meaningful client relationships while offering solutions that protect and secure financial futures.
NewField Event Sales Representative Acosta GroupField Event Sales RepresentativeSan Jose, CAThis person will plan and execute on-site events, engage consumers and increase property penetration rate by driving sales of products and services, and build and maintain relationships with property managers/owners, event contacts, team members and internal staff. Product Connections is a part of Acosta Group – a collective of the industry’s most trusted retail, marketing and foodservice agencies reimagining the way people connect with brands at every point in their shopping journey.
Director of Catering Sales - Oracle Park AramarkDirector of Catering Sales - Oracle ParkSan Francisco, CA$104,000–$120,000Coordinate catering sales operations to include duties such as booking events, supervising teams, developing, selecting, and costing menus, pricing, hiring, and departmental administration. The Director of Catering Sales is responsible for planning and leading the Premium Catering Food and Beverage Sales Operations at Oracle Park, home of the San Francisco Giants.
NewHVAC Service Sales Rep Johnson ControlsHVAC Service Sales RepLivermore, CA$66,800–$100,000 / yearYou will focus on selling renewable maintenance agreements as the key building block for establishing these relationships, and you will work within an assigned geographic territory, working as part of a local branch office and teaming with sales and operations professionals within the branch. Propose solutions to prospective customers’ needs through creative and innovative application of local branch service capabilities with a focus on selling renewable maintenance agreements with an emphasis on digital service offerings, sustainability, and decarbonization.
NewVirtual Benefits Sales Representative AO GroupVirtual Benefits Sales RepresentativeSan Jose, CACrafting Brighter Futures for Families Positioned at the forefront of specialized financial services, our company helps families safeguard their assets and promise a profound purpose: ensuring a brighter future for every client. Role Overview: As a remote Benefits Representative, you play a pivotal role in helping families protect their assets and secure their futures.
NewBenefits Sales Representative - Work From Home AO GroupBenefits Sales Representative - Work From HomeSan Jose, CACrafting Brighter Futures for Families Positioned at the forefront of specialized financial services, our company helps families safeguard their assets and promise a profound purpose: ensuring a brighter future for every client. Role Overview: As a remote Benefits Representative, you play a pivotal role in helping families protect their assets and secure their futures.
NewSls Consultant, Public Sector Key Account MSCSls Consultant, Public Sector Key AccountLos Altos, CA$54,634–$85,853 / yearBRIEF 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.
Internet Sales Coordinator Lennar HomesInternet Sales CoordinatorSan Ramon, 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. 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 Sales Representative I Citizens Business BankFinancial Sales Representative ISan Jose, CA$20–$24.08 / 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.
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.
NewSenior Financial Analyst, Echo Sales and Marketing Amazon.com IncSenior Financial Analyst, Echo Sales and MarketingSunnyvale, CAYou will work closely with Finance Managers and cross-functional partners to deliver timely, accurate insights that inform investment decisions and drive operational excellence. Build and maintain financial models for Echo device programs including revenue forecasts, promotional spend sizing, 897iand unit economics analysis.
Financial Services Sales Transformation Lead Senior Manager Accenture PlcFinancial Services Sales Transformation Lead Senior ManagerMountain View, CAThis person will have expertise to both Shape, Sell and Deliver Sales and Commerce Transformations with experience across go to market strategy, sales effectiveness, digital sales/commerce, Customer Relationship Management, cross/up sell, branch optimization, market places within the Financial Service industries. Evaluate clients' current front sales and commerce functions (e.g., go to market strategy, sales talent management, incentive management, enablement, and operations) and recommend solutions that address their unique organizational needs.
Oracle Technology Sales Director - Financial Services Accenture PlcOracle Technology Sales Director - Financial ServicesMountain View, CAInteracts with senior management levels at clients and within Accenture, determines pursuit strategies, develops client messaging plans and relationships, and applies industry-leading Oracle transformation strategies and practices. You develop relationships with key buyers and decision-makers at new and existing clients by utilizing a differentiated roadmap and framework leveraging the latest cloud-based technologies.
Senior Financial Analyst - Sales Finance NVIDIA CorpSenior Financial Analyst - Sales FinanceSanta Clara, CAAs an integral member of the team, our organization's overarching responsibilities are to provide the highest caliber of relevant financial and business analysis that is both insightful and measurable, enabling effective decision-making at all levels of the company and improving our financial performance. Highly motivated self-starter with the ability to work independently in a fast-paced and ambiguous environment, simultaneously manage several priorities, and challenge the status quo to drive change and operational improvement.
Sales Transformation Consultant - Manager Financial Services Accenture PlcSales Transformation Consultant - Manager Financial ServicesMountain View, CADeliver banking implementation engagements (requirements, design, test, deployment, etc.), including managing specific project workstreams (scope and schedule) and junior team members, as well as client requests and deliverables. Have relevant experience with large scale transformations and business engagement/client facing skills in addition to the ability to demonstrate successful service quality and experience managing junior resources.
Sales, Financial Services BU IRC282421 GlobalLogic IncSales, Financial Services BU IRC282421San Jose, CA$200,000–$225,000 / yearRequirements Proven track record in successfully winning new business across financial services sectors in IT services/solutions: in particular, solution selling experience and networking Broad knowledge of the FS industry with deep experience in one or more sub verticals (banking, payments, wealth / asset management, insurance, market data) Excellent understanding of custom software development services including design thinking and digital (data, AI, cloud, modernization) IT managed services, CI/CD iterative software solutions and their delivery including how these can be positioned to Medium sized and most importantly Enterprise level clients. Maintain a visible presence with targeted firms and personally close key deals Delivering to agreed sales, profit and gross margin business plan and targets Development of new client relationships to drive new business sales revenue Leveraging new business opportunities from existing clients Leveraging your contact network to generate sales opportunity and revenue Stay abreast of marketing trends and business drivers and the corresponding technology solutions required.
Sr. Partner Sales Manager, Financial Services Amazon.com IncSr. Partner Sales Manager, Financial ServicesMountain View, CABy establishing and growing business and technical relationships, and managing the day-to-day interactions with these accounts, you will be responsible for creating and closing opportunities with partners that drive top line AWS revenue growth and overall market adoption with AWS customers. In the role, you will establish and maintain C-level, sales, and product relationships with strategic consulting GSI/SI partners as well as leading co sell with our ISV technology partners to drive AWS services revenue with AWS account teams and customers.
US Sales Financial Analyst, Demand Forecasting & Analysis Apple IncUS Sales Financial Analyst, Demand Forecasting & AnalysisCupertino, CAYou should be highly motivated, team oriented, and a process driven individual who will become a dedicated business partner supporting our Controller, Sales Directors, Route-to-Market Finance, WW Sales Finance, Sales Operations, Supply Demand Management and Reseller Operations. You will effectively and thoroughly analyze data, present the findings in a clear, concise manner and communicate the key take-aways in a professional style.
Sales Assistant Patelco Credit UnionSales AssistantCastro Valley (East Bay), CaliforniaFull timePerforms service duties for representative, which may include monitoring assigned representatives’ emails and voicemails for follow up items, which may include prioritizing emails and voice mails, scheduling related appointments, and/or conducting the necessary follow up to the emails or voice mails. Listens effectively and empathetically to Financial Advisor, prospects, and clients, gathering facts, making written notes when appropriate, and analyzing total needs of the client or representative.
Financial Advisor Edward D Jones & Co LPFinancial AdvisorMenlo Park, CAEdward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3a39 and 15b4 and Rule 17a-3a12 of the Securities and Exchange Act of 1934 and conducts background reviews consistent with FINRA Rule 3110e. We know that building a business takes time, so weve 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.
Investment Executive (Financial Advisor) Northern, CA - East Bay Fifth Third BancorpInvestment Executive (Financial Advisor) Northern, CA - East BayPleasanton, 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.
Assistant to Financial Advisor Cathay General BancorpAssistant to Financial AdvisorCupertino, CASkills Ability to be proficient in Microsoft Office (Word, Excel, PowerPoint, and Outlook), strong communication and presentation skills, excellent follow-up and organizational skills, ability to work successfully both independently and as a team player, be well organized, detail-oriented, manage multiple tasks and priorities, and have excellent customer service and computer skills. We welcome applications for employment from all qualified candidates regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex, including pregnancy and related medical conditions, childbirth, and breastfeeding, reproductive health decision-making, sexual orientation, gender identity, expression, genetic information or characteristics, disability, or medical condition, military status, or status as a protected veteran, or any other status protected by applicable law.
Financial Advisor Bank of MontrealFinancial AdvisorSanta Cruz, CA$57,500–$106,500 / yearBuilds change management plans of varying scope and type; leads or participates in a variety of change management activities including readiness assessments, planning, stakeholder management, execution, evaluation, and sustainment of initiatives. Follows through on the risk and compliance processes and policies to ensure we safeguard our customers assets, maintain their privacy, act in their best interests, and ensures an effectively run function.
Senior Financial Advisor CoreTechsSenior Financial AdvisorSanta Clara, CA$140,000–$200,000 / yearSince 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. Knowledge: 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.
Financial Advisor - Patelco Credit Union LPL Financial Holdings IncFinancial Advisor - Patelco Credit UnionSan Mateo, CAThis 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 - BMO Bank LPL FinancialFinancial Advisor - BMO BankSanta Cruz, California$100,000–$140,000 / yearThis employment opportunity at BMO Bank in Santa Cruz, 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 FinancialAt‑Work Financial Advisor - BMO BankSan Jose, California$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 Solutions Advisor- Cupertino Financial Center Bank of AmericaFinancial Solutions Advisor- Cupertino Financial CenterCupertino, CaliforniaKey responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection.
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 / yearEffectively 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 backgrounds and bring their unique perspectives, ideas and experiences helping to create a work community that is culture driven, resilient, results focused and effective.
Director of Sales - Retirement Solutions (NorCal, Bay Area) Principal Financial Group IncDirector of Sales - Retirement Solutions (NorCal, Bay Area)San Jose, CARemote$85,000–$90,000 / yearHere are some of the examples of the things youll do: • Drive retirement plan sales throughout the market by calling on advisors to promote the sale of defined contribution and defined benefit products targeted for retirement plans in the $0 - $10M AUM or $0-25 AUM space for the right experience. For Principal Global Investors positions, you'll need to follow an Investment Code of Ethics related to personal and business conduct as well as personal trading activities for you and members of your household.
Specialty Finance - Payments Sales Manager - Vice President JPMorgan Chase & CoSpecialty Finance - Payments Sales Manager - Vice PresidentCADrive the execution of the JPM Payments sales & client strategy to achieve new business sales objectives, maintain current revenue streams, expand market share and increase the share of wallet with target clients. You are expected to expand the relationships by building a pipeline of sales opportunities and achieving new business sales goals through effective account planning, development of strong relationships and the implementation of sophisticated Payments solutions.
NewFinancial 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.
District Sales Manager - B2B Software Global Payments IncDistrict Sales Manager - B2B SoftwareSan Jose, CAGlobal Payments offers a comprehensive benefits package to all of our team members, including medical, dental and vision care, EAP programs, paid time off, recognition programs, retirement and investment options, charitable gift matching programs, and worldwide days of service. Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant services.
Sales Associate BloomEnergySales AssociateSan Jose, CA$100,000–$144,000Our cutting-edge solutions enable unparalleled “time-to-power” capabilities, reliability, and sustainability, ensuring our customers remain ahead in a world where soaring energy demand and intensifying energy scarcity are rapidly becoming the new norm. • Demonstrated ability to develop creative solutions to objections, to operate successfully within multi-billion dollar companies, and to develop relationships at senior manager levels within accounts, especially finance & operations.
Outside Sales Executive - Software Global Payments IncOutside Sales Executive - SoftwareSan Jose, CAEvery day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant services. Global Payments offers a comprehensive benefits package to all of our team members, including medical, dental and vision care, EAP programs, paid time off, recognition programs, retirement and investment options, charitable gift matching programs, and worldwide days of service.
Senior Sales Executive MH Sub I LLCSenior Sales ExecutiveSan Jose, CA$80,000–$150,000 / yearIndustry-Leading Expertise: Internet Brands excels in a variety of verticals, including healthcare, legal, automotive, and home services, leveraging deep industry knowledge to create innovative and impactful solutions for clients and consumers alike. Internet Brands' award-winning consumer websites lead their categories and serve more than 250 million monthly visitors, while a full range of web presence offerings has established deep, long-term relationships with SMB and enterprise clients.
ASIC and Custom Silicon Sales Leader Intel CorpASIC and Custom Silicon Sales LeaderSanta Clara, CA$454,230–$641,270 / yearJob Details: Job Description: Intel is seeking a highly strategic Custom ASIC Sales Leader to build a global team of expert custom silicon and ASIC sales specialists focused on identifying, shaping, and winning custom opportunities with our largest and most strategic customers. This leader will define and execute a worldwide go-to-market motion for custom silicon engagements, align deeply with customer roadmaps, and translate complex market requirements into high-value custom silicon business opportunities for Intel.
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.
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.
1031 Exchange Sales Representative First American1031 Exchange Sales RepresentativeSan Jose, CaliforniaFirst American reasonably believes that a criminal history may have a direct, adverse and negative relationship with the following material job duties for this position potentially resulting in the withdrawal of the conditional offer of employment: handling of confidential, proprietary or trade secret information belonging to First American or its customers, administrating or facilitating financial transactions, and the ability to meet customer-imposed criminal history requirements. As a member of First American's family of companies, National Commercial Services provides single-point service for simple to multi-property/multi-state national commercial real estate transactions.
1031 Exchange Sales Representative (Remote- San Jose, CA) First American1031 Exchange Sales Representative (Remote- San Jose, CA)San Jose, CaliforniaRemoteFirst American reasonably believes that a criminal history may have a direct, adverse and negative relationship with the following material job duties for this position potentially resulting in the withdrawal of the conditional offer of employment: handling of confidential, proprietary or trade secret information belonging to First American or its customers, administrating or facilitating financial transactions, and the ability to meet customer-imposed criminal history requirements. As a member of First American's family of companies, National Commercial Services provides single-point service for simple to multi-property/multi-state national commercial real estate transactions.
Vice President of Financial Planning and Analysis (FP&A) II-VI Optical Systems, Inc.Vice President of Financial Planning and Analysis (FP&A)Santa Clara, CARequires skills and experience to involve: 5 years of experience in a Senior FP&A leadership role, with direct responsibility for advising the CEO, CFO, and/or SVP-level executives on complex financial and strategic matters. Proven track record of financial leadership in mergers and acquisitions and corporate strategy initiatives, including deal evaluation, financial modeling, integration planning, execution, and post-deal synergy realization.
Associate Financial Advisor Golden Summit Wealth & Insurance Solutions a MassMutual FirmAssociate Financial AdvisorRedwood City, CA$70,000–$90,000 / yearGirls Just Gotta Have Funds is a financial planning team focused on helping clients feel more confident, prepared, and empowered in their financial lives. The right person for this role will be process-oriented, detail-driven, comfortable with technology, and excited to support both client service and long-term business growth.
Channel Sales Manager, Salesforce - FSI Deloitte Touche Tohmatsu LtdChannel Sales Manager, Salesforce - FSICA$124,700–$229,500 / yearCSMs, working closely with Sales Executives (SEs), Principals, and Managing Directors, focus on developing trusted relationships with Salesforce Sales teams, Partner Alliance teams and Go-To-Market teams. CSMs will need to have strong networking skills, great sales instincts, Financial Services industry knowledge, outstanding communication skills, and the ability to work in a fast-paced environment across a matrixed organization.
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.