437 Results for

Financial Services Jobs in Concord, CA

Jobs

San Mateo, CA7 days ago

Under the supervision of the branch manager and/or a senior member of staff, they will greet members and prospects in person and on the phone in a highly enthusiastic, efficient and effective manner, exhibiting above and beyond service skills. 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.

New!

San Francisco, CA5 days ago

$220,000–$260,000

Determining 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 by 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; Other business and organizational needs.

New!

San Francisco, CA1 day ago

$129,200–$206,700 Per Year

Masters, MBA, JD, MD) or up to 3 years of relevant experience with a PhD • Experience in Financial Planning & Analysis, Investment Banking, or Consulting • MBA, CFA, or a Qualified Accountant degree (ACA, ACCA, CIMA, CPA, or equivalent local qualifications) is a plus. 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.

San Francisco, CA8 days ago

$129,200–$206,700 Per Year

Examples of some activities are analyzing large amounts of product data, conducting quantitative and qualitative market and competitive research, and creating pricing tools/models that will be used throughout the organization to assess proper pricing targets and impacts, including customer-facing teams. 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.

New!

San Francisco, CA2 days ago

Remote

$105,000–$200,000 Per Year

Our 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.

New!

San Francisco, CA1 day ago

$124,300–$198,600 Per Year

Demonstrated quantitative rigor • Proficient and ideally a power-user of spreadsheet and presentation tools • Attention to detail and the ability to structure and analyse financial, operational, and market data • Outstanding stakeholder management abilities at both senior and junior levels • Strong executive communication and presentation skills. Masters, MBA, JD, MD) or up to 3 years of relevant experience with a PhD • Experience in and/or significant exposure to the payments industry preferred • Ability to lead and manage complex workstreams or small projects independently • Superior analytical and problem-solving skills.

New!

Foster City, CA1 day ago

$169,100–$270,800 Per Year

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. • Successful demonstration of product delivery in either or both Agile (e.g., scrum) and waterfall software development methodologies • Ability to lead, drive consensus and deliver in a matrix organization with multiple stakeholders.

New!

San Francisco, CA2 days ago

Remote

$180,000–$210,000 Per Year

Founded over 70 years ago, this California-based full-service firm has built one of the most expansive legal platforms in the region — 90+ attorneys and growing across 7 offices, 27 practice groups spanning insurance litigation, construction, white collar, international arbitration, renewable energy, oil & gas, and the 2028 LA Olympics & World Cup. 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.

New!

San Francisco, CA1 day ago

Remote

$220,000–$300,000 Per Year

High-growth, profitable SaaS company transitioning into an AI infrastructure platform is seeking a highly technical and strategic engineering leader to oversee Engineering operations and partner cross-functionally with Product, Finance, and executive leadership. *The ideal candidate is a Director of Engineering who has been working for a Series A/B, $5-$25M annual revenue startup, whom has remained highly technical but has learned cross-functional management skills, as well - and whom is ready for a change and grow in a new startup environment.

New!

San Francisco, CA2 days ago

Remote

$195,000–$230,000 Per Year

The Labor & Employment Group carries a national reputation for landmark victories before courts, administrative agencies, and in the legislative forum, with attorneys directly responsible for key changes to the California Labor Code and Industrial Welfare Commission Wage Orders. Founded over 70 years ago, this California-based firm has built one of the most respected management-side labor and employment practices in the region — backed by a full-service platform of 90+ attorneys and growing across 7 offices and 27 practice groups.

New!

Oakland, CA2 days ago

Remote

$120,000–$175,000 Per Year

For more than 43 years, my client a dynamic, full-service accounting firm based in Oakland, CA, has provided closely held businesses, high net worth individuals, and trusts and estates in Northern California with a full range of accounting services. 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.

New!

Oakland, CA2 days ago

Remote

$95,000–$130,000 Per Year

Due to continued growth, we're currently seeking self-motivated team players with 4+ years of recent public accounting tax experience to lead tax engagements for a diverse client roster of privately held companies, high net worth individuals and non-profit organizations. For more than 43 years, my client a dynamic, full-service accounting firm based in Oakland, CA, has provided closely held businesses, high net worth individuals, and trusts and estates in Northern California with a full range of accounting services.

New!

San Francisco, CA2 days ago

Remote

$220,000–$300,000 Per Year

New!

San Francisco, CA5 days ago

$220,000–$250,000

New!

San Francisco, CA5 days ago

$70–$85

New!

San Francisco, CA5 days ago

$110,000–$125,000

New!

San Francisco, CA5 days ago

$90,000–$120,000

New!

San Francisco, CA1 day ago

$180,600–$289,300 Per Year

degree (or international equivalent)Prior experience advising on payments, cryptocurrencies, blockchain, and financial services matters, particularly supporting global product launches and driving the legal and regulatory aspects of complex business initiativesFamiliarity with U.S. federal and state payments, cryptocurrency, and privacy lawsDemonstrated ability to drive execution in a team environment, integrating legal advice and business knowledge while providing balanced advice regarding risks and benefitsMust be able to work independently and collaboratively as needed, and engage directly with business clients at all levelsMust be a practical and creative problem-solver with strong business acumen and work ethicDeveloped business acumen, with ability to understand the company's business interests and anticipate the nature and magnitude of issues that could arise in various settingsMust be able to multitask and manage a significant workload and a number of clients with minimal supervision. Masters, MBA, JD, MD) or up to 3 years of relevant experience with a PhD5 or more years of post-JD work experience (or international equivalent)Valid license to practice in the state where the job is located or the ability to become state registered in-house counsel in good standingCombination of in-house and law firm experience preferredStrong academic credentials, including a J.D.

New!

Foster City, CA1 day ago

$123,000–$190,900 Per Year

We are seeking an intellectually curious recent economics graduate student with a passion for applied economic analysis and interest in learning more about the payments industry to join our team of economists covering the U.S. market. 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.

New!

San Francisco, CA1 day ago

$169,100–$270,800 Per Year

Visa’s Global Corporate Development and Mergers and Acquisitions (CDMA) team forms part of the Global function which is collectively responsible for helping shape Visa’s strategy by identifying industry trends, maintaining relationships with relevant external partners, as well as sourcing, negotiating, structuring, and executing strategic acquisitions/investments across all of Visa's geographies and businesses. • Experience working in a demanding environment with highly motivated and driven professionals • Strong work ethic, passion for learning, and professional curiosity with the ability to solve problems with a balance of independence and collaborative input • Proven ability to manage multiple projects simultaneously and work collaboratively across teams.

New!

San Francisco, CA1 day ago

$146,200–$233,700 Per Year

Visa’s Global Corporate Development and Mergers and Acquisitions (CDMA) team forms part of the Global function which is collectively responsible for helping shape Visa’s strategy by identifying industry trends, maintaining relationships with relevant external partners, as well as sourcing, negotiating, structuring, and executing strategic acquisitions/investments across all of Visa's geographies and businesses. 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.

New!

Foster City, CA1 day ago

$149,800–$240,100 Per Year

This role serves as the functional Subject Matter Expert (SME) for PROS CPQ, partnering closely with Sales Operations, Pricing & Deal, Product, and Technology teams to ensure accurate, scalable, and compliant pricing and quoting execution. 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.

New!

San Francisco, CA1 day ago

$199,900–$320,000 Per Year

Sales Engineers partner closely with Specialist Sellers and Account Executives throughout the pre‑sales and deal cycle, ensuring solutions are technically feasible, differentiated, and aligned to client architecture and business objectives. The Sales Engineer (SE) is a technical sales specialist responsible for enabling the sale of complex Risk & Fraud related Visa products through deep solution expertise, technical validation, and value‑based selling.

Foster City, CA9 days ago

$131,600–$233,700 Per Year

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. The product manager will use market insight, transaction data, and customer behavior to shape long‑term strategy, guide prioritization and investment decisions, and influence go‑to‑market direction across the virtual card portfolio.

New!

San Francisco, CA1 day ago

$123,000–$190,900 Per Year

Masters, MBA, JD, MD) • Financial services, crypto, and/or payments industry experience required • High product acumen and solutions mindset • Proven ability to understand, communicate, and problem solve with client on technical solutions • Strategic thinking and thought leadership with subject matter explain in stablecoins and blockchain technology • Teamwork, interpersonal & relationship-building skills, and ability to influence clients and stakeholders based on technical acumen • Acumen with AI tooling for research and prototyping. As the Visa Crypto Solutions Analyst, you will be responsible for working with clients on their stablecoin strategy and helping to position and sell Visa crypto solutions across key client types such as banks, merchants, fintech, and enablers.

Clayton, CA8 days ago

$141,576–$204,499 Per Year

Role responsibilities · Provide furry, feathered, and scaled pets with the best possible care, especially preventive care · Build close relationships with pets and the humans who love them · Work closely with teammates and cultivate a positive, dynamic work culture · Impact the future of veterinary medicine with your own expertise and ways of practicing medicine · Exemplify the Mars Five Principles — Quality, Responsibility, Mutuality, Efficiency, and Freedom What we offer Here at Banfield, we prioritize your well-being and professional growth by offering a comprehensive total rewards package, including health, wellness, and financial support for you, your family, and even your pets. Even more good stuff: · Flexible scheduling · Ability to practice autonomous medicine · Locations all over the US to choose from · Opportunities for growth and leadership roles at Banfield, Mars and other divisions of Mars brands · Dedicated coaching support so you can grow your career (or become a coach yourself!) · Equity, inclusion, and diversity resources · Awesome opportunities to volunteer through Mars Volunteer Program, like volunteering at coral reef cleanups or on research vessels!

Clayton, CA8 days ago

$141,576–$204,499 Per Year

New!

Hayward, CAToday

$141,576–$204,499 Per Year

Role responsibilities • Provide furry, feathered, and scaled pets with the best possible care, especially preventive care • Build close relationships with pets and the humans who love them • Work closely with teammates and cultivate a positive, dynamic work culture • Impact the future of veterinary medicine with your own expertise and ways of practicing medicine • Exemplify the Mars Five Principles — Quality, Responsibility, Mutuality, Efficiency, and Freedom What we offer Here at Banfield, we prioritize your well - being and professional growth by offering a comprehensive total rewards package, including health, wellness, and financial support for you, your family, and even your pets. Even more good stuff: • Flexible scheduling • Ability to practice autonomous medicine • Locations all over the US to choose from • Opportunities for growth and leadership roles at Banfield, Mars and other divisions of Mars brands • Dedicated coaching support so you can grow your career (or become a coach yourself!) • Equity, inclusion, and diversity resource s • Awesome opportunities to volunteer through Mars Volunteer Program, like volunteering at coral reef cleanups or on research vessels!

Antioch, CA8 days ago

$141,576–$204,499 Per Year

Antioch, CA8 days ago

$141,576–$204,499 Per Year

Clayton, CA8 days ago

$141,576–$204,499 Per Year

Antioch, CA8 days ago

$141,576–$204,499 Per Year

Clayton, CA8 days ago

$141,576–$204,499 Per Year

New!

San Mateo, CA1 day ago

Temporary
Part-time

Under the supervision of the branch manager and/or a senior member of staff, they will greet members and prospects in person and on the phone in a highly enthusiastic, efficient and effective manner, exhibiting above and beyond service skills. Responsible for meeting member needs, responding to inquiries, resolving member issues and directing members in the branch and lobby to the appropriate employee for service.

San Rafael, CA7 days ago

Full-time
Employee

Responsibilities:Manage all aspects of client financial operations, including budgeting, cash receipts, and disbursementsSupport complex project-based accounting, including reconciliations and financial reportingHandle day-to-day business management activities such as bill pay and bookkeepingPrepare and review financial statements and client reportsPerform cash management activities, including bank reconciliations, cash flow monitoring, and projectionsProcess payroll and related filings, including payroll taxes and year-end reportingCoordinate with external parties such as advisors, vendors, and international counterparts as neededSupervise junior staff and assist with task prioritization and workflow managementOrganize, track, and manage multiple client deliverables and deadlines simultaneouslyProvide responsive, high-touch communication and support to clients and their teams. Requirements:3+ years of experience in accounting, business management, or client-service–oriented finance rolesStrong general ledger and transactional accounting knowledgeAdvanced Excel skills and comfort working with accounting and bookkeeping toolsStrong organizational, communication, and interpersonal skillsAbility to manage multiple clients and deadlines with minimal supervision.

Fremont, CA30+ days ago

$79.80–$111.72 Per Hour

Demonstrates ability to successfully perform duties through knowledge of patient and third party billing, Strong leadership, managerial and interpersonal skills, Computer skills/competency in EHR, preferably EPIC, electronic billing and follow-up systems in all areas of responsibility. Certifications:Desired: Certification of "Manager of Patient Accounts" from the Healthcare Financial Management Association (HFMA).Experience: Recent 5 to 7 years of Management in a hospital setting of which 2-3 years should be in the position of a director.

San Francisco, California30+ days ago

Atlas Financial Solutions is a fast-growing financial services firm dedicated to helping individuals, families, and business owners build, protect, and scale their financial future. We are expanding rapidly and seeking motivated individuals — whether licensed or unlicensed — who are looking to grow into a high-income, purpose-driven career.

Hillsborough, CA30+ days ago

$70,000–$75,000

The 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.

Walnut Creek, CA30+ days ago

We're moving quickly, looking across our businesses and brands, and taking bold steps to serve our customers' evolving needs better. Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.

San Francisco, California21 days ago

Baker 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.

San Francisco, CA30+ days ago

Full-time

A&M's Private Equity Performance Improvement Services (PEPI) practice works with private equity held portfolio companies and provides our clients with solutions to preserve and generate value for their businesses. Proven track record in Assessing Finance and Accounting functions, and implementing Digital technologies to improve efficiency and transparency in at least one of the following areas: RPA, Finance Analytics, NLG, Predictive Forecasting models.

Fairfield, CA26 days ago

Remote

Full-time

We are expanding access to care across our communities through two acute-care hospitals, including a Level II Trauma Center and a Level III NICU maternity unit, along with a cancer center, urgent care locations, and a growing network of primary and specialty care clinics. Notice to Recruitment AgenciesNorthBay Health utilizes a managed service provider (MSP) for agency partnerships and is not currently engaging external recruiting firms outside of established agreements.

San Francisco, California21 days ago

Pleasanton, CA30+ days ago

$170,000–$240,000

This is a hands-on operator role responsible for improving payment revenue and margin, optimizing transaction performance, strengthening risk outcomes, and ensuring operational readiness and compliance across card-present, card-not-present, ACH, and wallet-based payment solutions. Own the core metrics that define success, including authorization rate, net yield, cost of processing, interchange impact, refund/void trends, dispute/chargeback rates, fraud loss, and funding performance.

Walnut Creek, CA30+ days ago

$70,000–$90,000 Per Year

If youre motivated by helping clients protect their future, grow wealth, and create long-term financial securitywhile building your own high-income careerthis is your opportunity. This role focuses on life insurance, retirement planning, and financial solutions, working closely with clients and existing Farmers agency opportunities.

Clayton, CA23 days ago

As an Insurance and Financial Services Specialist, you will be the go-to expert for our clients, assisting them with a wide range of services and helping them secure the insurance policies they need to protect what matters most. We are looking for a dynamic and enthusiastic Insurance and Financial Services Specialist to join our team and help us continue to deliver unparalleled support and solutions to our valued customers.

San Francisco, CA30+ days ago

Braze was also named a 2025 Best Companies To Work For by U.S. News & World Report, a 2025 America’s Greatest Companies by Newsweek, and a 2025 Fortune Best Workplace in Technology™ by Great Place To Work®, among other accolades. For candidates based in the United States, the pay range for this position at the start of employment is expected to be between $137,500 and $160,000/year, with an expected On Target Earnings (OTE) between $275,000 and $320,000/year (including bonus or commission).

san francisco, CA30+ days ago

Full-time

Daily activities include Inbound and outbound calling, setting appointments, performing presentations to members of unions that request our benefits, basic computer knowledge, completing the necessary paperwork, quality control, and leadership development. All-expenses-paid yearly office trips to exciting and exotic locations (2016 Puerto Rico, 2017 Cancun, 2018 Disney, 2019 Vegas, 2020 Bar Mar Bahamas).

San Francisco, California30+ days ago

$70,000–$80,000

Position Summary:The FMS Coordinator supports individuals enrolled in California’s Self-Determination Program (SDP) by managing their individualized budgets, processing payroll and vendor payments, and ensuring compliance with state and Regional Center requirements. About HR Alliance:HR Alliance Group (HRA) is the core organization that unites all divisions into one integrated network — connecting HR, business support, financial management, therapy, and home healthcare.

San Francisco, California30+ days ago

$70,000–$80,000

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Financial Services Jobs in Concord, CA

Temporary part-time Financial Services Representative (Summer Employee) MONTERRA CREDIT UNION

Director, Technical Accounting & Financial Reporting Vaco LLC

Finance Manager, Financial Analysis Visa Technology and Operations LLC

Strategy and Pricing Manager, Value Added Services Visa Technology and Operations LLC

Associate Attorney - Civil Defense Jobot

Product Strategy Manager, NA Value Added Services – Processing Solutions Visa Technology and Operations LLC

Sr. Product Manager, Global Token Services Visa Technology and Operations LLC

Insurance Defense Attorney — General Liability — $180k to $210k + Bonus — Hybrid Remote — Established Regional Firm Jobot

Sr. Engineering Manager (*startup experience req'd) - 100% REMOTE Jobot

REMOTE or Hybrid - Labor & Employment Attorney — $180k to $230k + Bonus — Established Regional Firm Jobot

Tax Manager (hybrid remote) Jobot

Senior Tax Accountant (hybrid remote) Jobot

Director of Engineering (*startup experience req'd) - 100% REMOTE Jobot

Sr. Manager of Tax Vaco LLC

Interim Treasury Manager Vaco LLC

Fund Accountant Vaco LLC

Finance Associate Vaco LLC

Sr. Associate Counsel Visa Technology and Operations LLC

Associate U.S. Economist, Business and Economic Insights Visa Technology and Operations LLC

Sr. Manager, Global Corporate Development Visa Technology and Operations LLC

Manager, Global Corporate Development Visa Technology and Operations LLC

Sr Manager, Operations Visa Technology and Operations LLC

Senior Manager, Sales Engineering-Fraud Solutions Visa Technology and Operations LLC

Product Manager, B2B Payments Strategy & Analytics Visa Technology and Operations LLC

Analyst, Solutions Management Visa Technology and Operations LLC

Relief Vet Banfield Pet Hospitals

Doctor of Veterinary Banfield Pet Hospitals

Veterinarian Banfield Pet Hospitals

Vet Part-Time Banfield Pet Hospitals

DVM Banfield Pet Hospitals

Part-Time Veterinarian Banfield Pet Hospitals

Doctor Banfield Pet Hospitals

Doctor of Veterinary Medicine Banfield Pet Hospitals

Financial Services Representative (Summer Employee) Monterra Credit Union

Business Manager/Accountant Company Confidential

Director, Patient Financial Services - Patient Accounting - FT - M-F 8AM Washington Hospital Healthcare System

Financial Services Advisor Atlasfinancialsolutions Co

Client Services Specialist – Financial Services All Financial Freedom

Allstate Insurance and Financial Services Account Manager Allstate Agency of Jared Burns-Coffin

Manager, CFO Advisory - Financial Services Baker Tilly Advisory Group, LP

PEPI: Associate, CFO Services -- Digital Finance (OPEN TO ALL US LOCATIONS) Alvarez & Marsal Private Equity Performance Improvement Group, LLC

Supervisor, Patient Financial Services Customer Service (On-Site/Hybrid/Remote) Northbay Healthcare

Senior Manager, CFO Advisory - Financial Services Baker Tilly Advisory Group, LP

Director of Payment Operations and Financial Services Vagaro

Farmers Financial Services Representative John Pressley Farmers Insurance

Insurance and Financial Services Position - State Farm Team Member Tim McGallian - State Farm Agent

Account Executive, Emerging Enterprise, Financial Services Braze

Financial Services - Work From Home Spade Recruiting

Financial Management Services (FMS) Coordinator – California SDP HR Alliance

Financial Management Services (FMS) Coordinator – Self Determination HR Alliance

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