Financial Services Advisor MONTERRA CREDIT UNIONFinancial Services AdvisorSan Mateo, CA$25–$31 / hourOpens new membership, checking, money market, investment certificate, IRA, Trust, Uniformed Transfer to Minor Accounts, and carries out requests on deceased accounts and fraud situations. Provides service that aligns with the Credit Union’s mission of passionately delivering relevant products, services, and education tailored to help our members, employees, and communities achieve their financial goals.
NewAccounting/Finance - Financial Clearance Specialist III VoltAccounting/Finance - Financial Clearance Specialist IIIWalnut, CA$27–$28 / hourThis role requires a high level of independent judgement in order to successfully coordinate and obtain authorization requests for complex managed care patients in a timely and efficient manner. The Financial Clearance Specialist is best defined as a highly independent and flexible resource that focuses on system-specific service lines that are in alignment with the patient experience initiative.
Primary Care Physician (Financial District Sutter) - Sign-On Bonus Available One MedicalPrimary Care Physician (Financial District Sutter) - Sign-On Bonus AvailableSAN FRANCISCO, CA$308,700–$369,000 / yearOur seamless in-office and 24/7 virtual care services, on-site labs, and programs for preventive care, chronic care management, common illnesses and mental health concerns have been delighting people for the past fifteen years. Employee Assistance Program - Free confidential services for team members who need help with stress, anxiety, financial planning, and legal issues.
School Services - School Occupational Therapist - $58-69 per hour Cross Country EducationSchool Services - School Occupational Therapist - $58-69 per hourOakland, CA$58.40–$68.50 / hourFocusing our knowledge and resources on engaging with and understanding educational organizations, industry trends, and leadership needs, we provide a wide range of services to our educational partners to meet their individual needs including special education and substitute services. Join Cross Country Education as a School-Based Occupational Therapist and help TK–12 students build the functional, sensory, and motor skills they need to succeed in school during the 2026–2027 school year in Oakland, CA.
School Services - School Speech Language Pathologist - $63-66 per hour Cross Country EducationSchool Services - School Speech Language Pathologist - $63-66 per hourFairfield, CAFocusing our knowledge and resources on engaging with and understanding educational organizations, industry trends, and leadership needs, we provide a wide range of services to our educational partners to meet their individual needs including special education and substitute services. Cross Country Education is seeking dedicated Speech-Language Pathologists to provide speech-language services to K–12 students in Fairfield, CA, during the 2026–2027 academic year.
NewAssociate Attorney - Civil Defense JobotAssociate Attorney - Civil DefenseSan Francisco, CARemote$105,000–$200,000 / yearOur practice specializes in auto liability defense, gig economy, business litigation, commercial, general liability, healthcare, employment, professional liability, restaurant & hospitality, trucking, financial services litigation, product liability, real estate litigation, retail, and insurance coverage. Information 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.
NewSenior Associate - M&A Tax Advisory JobotSenior Associate - M&A Tax AdvisorySan Francisco, CA$120,000–$160,000 / yearOur team is comprised of former leaders from major accounting firms and elite legal practices who advise private equity funds, infrastructure investors, pension funds, corporate investors, and portfolio companies on sophisticated deal activity across infrastructure, renewable energy, healthcare, financial services, technology, real estate, industrials, and other high-growth sectors. Information 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.
NewSr. Associate Counsel VisaSr. Associate CounselSan Francisco, CA$180,600–$289,300 / yearApplicants must be skilled at managing multiple priorities in a fast-paced and challenging, but highly rewarding, environment, have good judgment and strong analytical, organizational, client counseling, and negotiation skills, be self-motivated, be an optimistic, curious, and collaborative team player, and have a good sense of humor. Work closely with Visa’s regional legal and business teams globally, and assist these teams in resolving regional and local issues, including achieving consistency on approaches and issues by Visa worldwide.
NewDirector, Large and Middle Market Segment Solutions VisaDirector, Large and Middle Market Segment SolutionsSan Francisco, CA$192,300–$307,600 / yearVCS works closely with Financial Institutions and Fintech's to bring payment solutions and associated services that meet the needs of Small Businesses, Growth Corporates, Large Enterprises, Multi-Nationals and Governments around the world. . Partnership Development and Enablement: Support the VCS Partnership strategy by building new partnerships that broaden B2B use cases, such as ERPs and ecommerce platforms.
NewDirector, Visa Direct FI Sales VisaDirector, Visa Direct FI SalesSan Francisco, CA$242,000–$387,900 / yearVisa Direct is Visa's real-time money movement platform that enables financial institutions, fintechs, businesses, and governments to send and receive funds quickly and securely to eligible cards, accounts, wallets, and other endpoints around the world and supports a broad range of consumer and commercial use cases, including person-to-person (P2P) payments, account-to-account transfers, merchant and marketplace payouts, gig-worker and earned wage access disbursements, insurance claim payments, loan disbursements, government benefit payments, real-time treasury and business payments, and cross-border remittances. Deep expertise in domestic and cross-border payments, money movement, and payment networks, including RTP, FedNow, ACH, wires, SWIFT, FX, card-based payments, account-to-account payments, and digital payment platforms such as Cash App, Venmo, Zelle, and Apple Cash.
NewPremier Client Specialist BMO FinancialPremier Client SpecialistBerkeley, CA$63,300–$117,200 / yearJob Family Group: Retail Banking Sales & Service Acts as the primary client contact to uncover financial needs and provide holistic banking and investment solutions in compliance with regulatory and compliance policies. Works collaboratively in the market with BMO partners, COIs, and the community to build relationships and deliver the desired customer experience, with a focus on new client acquisition, growing overall AUM (e.g.
NewAssociate Banker BMO FinancialAssociate BankerSan Lorenzo, CA$43,100–$58,300 / yearProbes to understand customer personal banking and credit card needs and integrates marketing promotions and programs into customer conversations to provide strategic advice. Reviews customer profiles and engages customers in a needs-based conversation to identify potential opportunities and address everyday banking plans and credit card needs.
Financial Services Associate San Joaquin Valley College, Inc.Financial Services AssociateSan Leandro, 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.
State And Local Tax Financial Services Senior Associate PwCState And Local Tax Financial Services Senior AssociateSan Francisco, CA$77,000–$214,000 / yearA career in our State and Local Tax Financial Services practice, within State and Local Tax services, will provide you with the opportunity to help our clients solve their business issues related to business restructuring, adoption of new tax laws, and communicating local tax developments. You'll help with assessing our client's state and local tax burden and recommend solutions that support their overall business objectives to ensure that their filling positions are consistent with good business practices and with the states applicable tax laws and rules.
Senior Manager, CFO Advisory - Financial Services Baker Tilly Virchow KrauseLLPSenior Manager, CFO Advisory - Financial ServicesSan Francisco, CA$179,850–$340,970 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Financial Services Associate - Atlanta Recruiting From ScratchFinancial Services Associate - AtlantaSan Francisco, CaliforniaWith a strong commitment to understanding and advocating for clients' ideas and aspirations, this firm has grown into one of the largest in the Southeast, boasting a team of over 400 professionals across various practice areas. Collaborate with finance groups, including securitization, renewable energy project finance, and real estate finance teams.
Manager, CFO Advisory - Financial Services Baker Tilly Virchow KrauseLLPManager, CFO Advisory - Financial ServicesSan Francisco, CA$124,910–$236,800 / yearBaker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston.
Financial Services Tax Experienced Manager, State and Local Tax bdo consultingFinancial Services Tax Experienced Manager, State and Local TaxSan Francisco, CA$94,500–$189,000 / yearA Tax Experienced Manager, State and Local Tax is responsible for advising clients of the tax implications relating to their business objectives, recommending alternate courses of action, as well as identifying different methods of complying with tax regulations. The annual allocation to the ESOP is fully funded by BDO through investments in company stock and grants employees the chance to grow their wealth over time as their shares vest and grow in value with the firm’s success, with no employee contributions.
Client Services Specialist – Financial Services (Remote) All Financial FreedomClient Services Specialist – Financial Services (Remote)Hillsborough, CARemoteThe ideal candidate is professional, detail-oriented, and comfortable communicating complex topics in a clear and ethical manner. Prior experience in financial services is not required; comprehensive training and licensing support are provided.
Strategist, Agent Development - Financial Services SierraStrategist, Agent Development - Financial ServicesSan Francisco, CaliforniaOur financial services team partners closely with these organizations to set their AI strategies and build modern tools that carefully handle moments when a person’s private anxiety meets an institution’s procedural muscle - the instant before a family learns whether they are pre-approved for a mortgage; the claustrophobic half hour after someone notices a fraudulent charge; the frustrating experience of losing a card and needing to order a new one. Our financial services customers span systemically important banks, neobanks committed to building more delightful banking software (1 in 3 of the world's leading banks use Sierra!), insurers that provide protection for life’s most challenging moments, vertically integrated ecosystems like Rocket Companies, and more.