251 Results for

Financial Services Jobs in Cupertino, CA

Jobs

East Palo Alto, CA11 days ago

$22–$25 Per Hour

Responsible 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.

Cupertino, CA23 days ago

$60,000–$75,000

Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.

New!

Foster City, CA2 days 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 Jose, CA4 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!

Foster City, CA2 days ago

$149,800–$240,100 Per Year

This role provides financial leadership, decision support, and analytical insight across technology and innovation portfolios, partnering closely with Technology, Product, and Finance leaders to ensure effective cost discipline and delivery of strategic technology priorities. 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!

Palo Alto, CA4 days ago

$250,000–$400,000 Per Year

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. This role is ideal for an attorney with 3–6 years of corporate transactional experience who has worked on venture financings and enjoys advising growth-stage companies and investors.

New!

San Jose, CA4 days ago

$190,000–$235,000 Per Year

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. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.

Redwood City, CA18 days ago

$33–$39 Per Hour

The Marketing Specialist leverages campaigns and channels that support card acquisition and utilization, digital engagement, and new member growth, ensuring the effective and timely execution of marketing tactics through automated platforms such as Visa Campaign Solutions, SMS/text automation, the website content management system, and other communication channels with the goal of increasing product penetration, member engagement, and overall usage of Monterra Credit Union’s products and services. As a member of Monterra Credit Union’s Marketing Team, the Marketing Specialist supports growth across the Credit Union’s core products and services, including credit and debit cards, membership, auto and mortgage lending, and other offerings.

New!

San Jose, CA4 days ago

$190,000–$225,000 Per Year

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. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.

New!

San Jose, CA4 days ago

$225,000–$255,000 Per Year

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. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.

New!

San Jose, CA4 days ago

$210,000–$275,000 Per Year

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. By applying for this job, you agree to receive calls, AI-generated calls, text messages, or emails from Jobot, and/or its agents and contracted partners.

Mountain View, CA7 days ago

$220,000–$240,000

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!

Foster City, CA2 days 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!

Foster City, CA2 days 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!

Stanford, CA2 days ago

$35–$40 Per Hour
Full-time
Employee

R&DE Finance & Administration, which includes the Finance, Budget Management, and Vendor Management & Contracts teams, provides innovative and sound financial management, implements policies and procedures, provides strategic and long-range planning, and coordinates all aspects of purchasing, contracts, and vendor relationships. May include identifying potential vendors, preparing Request for Quotations (RFQ), Requests for Proposals (RFP), conducting site visits, obtaining bids, preparing and evaluating bids, and negotiating with suppliers.

San Jose, CA14 days ago

This is an entry-level role with training provided, designed for candidates who are interested in developing a career in financial services while working directly with clients. We work with a range of established financial institutions to provide clients with guidance and access to financial solutions that support their long-term goals.

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.

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 Jose, California30+ days ago

$100,000–$120,000 Per Year

Overview: Our Accounting and CFO Advisory Services (ACFO) department provides part time accounting, controller and chief financial officer services to start up companies and growing, established companies in the Bay Area. This position has a salary range of $100,000 - 120,000, is benchmarked with ranges in the San Jose, San Francisco and San Diego markets and depends on matching qualifications.

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.

San Jose, CA28 days ago

Remote

We at Traction Forge Financial ( a GFI Affiliate) are currently expanding and seeking motivated, entrepreneurial-minded individuals who want to build a career in financial services while helping families plan for their financial future. As a Financial Services Professional, you'll work directly with individuals and families to help them develop strategies for retirement, protection, and long-term financial stability.

Santa Clara, CA30+ days ago

Remote

You will run long, complex sales cycles where outcomes depend on your ability to diagnose real business problems, align stakeholders, and defend value under scrutiny. Designed for rapid code-less deployment with flexible, advanced capabilities for IT and business teams, enterprises can transform customer and employee journeys at scale in the fastest time to value.

Foster City, CA30+ days ago

Remote

$100,000–$135,000 Per Year

This is a highly cross-functional position that requires strong analytical judgment, a deep understanding of financial products and performance marketing dynamics, and the ability to collaborate effectively with both external partners and internal stakeholders. This high-impact role is responsible for driving revenue growth, managing and expanding financial-institution partnerships, and shaping marketplace strategy to deliver measurable business outcomes.

Foster City, CA30+ days ago

Remote

$100,000–$135,000 Per Year

Gilroy, CA30+ days ago

Remote

If you’re passionate about making a difference, enjoy working with people, and want to be part of a dynamic team, we invite you to join us as a Licensed Representative. Sales Skills: Utilize your sales acumen to connect with clients, understand their unique needs, and recommend insurance plans that align with their family’s requirements.

Mountain View, CA30+ days ago

Inform forecast updates and provide comprehensive financial data for Monthly Business Reviews (MBR) and quarterly Earnings reporting for Digital Supply Chain and Business Operations (DSBO) leadership. Whether finding new ways to capture and sense the world around us, advancing form factors, or improving interaction methods, the Devices & Services team is making people's lives better through technology.

San Jose, CA30+ days ago

Full-time

With deep roots in the community, they offer a full range of financial products and services, including lending, deposits, and investment solutions, while maintaining a strong commitment to integrity, service excellence, and community engagement. Build strong member relationships by identifying needs and recommending appropriate financial products and services (deposit accounts, loans, retirement, and investment services).

San Mateo, California30+ days ago

This 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.

San Jose, CA28 days ago

Remote

$105,000–$120,000 Per Year

BrightPlan is a leader in Total Financial Wellness, delivering a comprehensive global solution that supports employees’ financial health at every stage of life, empowering HR teams to enhance the employee experience and better attract, retain, and engage talent. You will serve as the central point of coordination across multiple teams, ensuring that workflows run smoothly, deliverables are completed on time, and cross-functional efforts remain aligned.

New!

Foster City, CA2 days ago

$150,000–$225,000 Per Year

Advisors 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.

Daly City, California30+ days ago

Obtains signed patient acknowledgement of financial responsibility, interviews patients as referred, obtains and completes information for MSP, coordination of benefits (COB) and other regulatory forms as required, collaborates with AHMC Seton Medical Center Business Services collections staff to monitor patient accounts. Gathers and analyzes all patient information on medical needs, financial resources and circumstances, residential status, duration/type of care, patient eligibility for private, federal, state and county program coverage; provide full documentation for billing within limits specified by the appropriate agency and coverage source.

Campbell, California8 days ago

$61,000–$250,000 Per Year

Northwestern 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.

San Jose, CA8 days ago

$110,000–$300,000 Per Year

Golden Summit positions itself as a place where advisors can run their practice with flexibility while tapping into a collaborative team, integrated planning resources, and dedicated support. You may have started building relationships and advising clients, but you are now looking for a firm that offers stronger support, more planning resources, and room to grow.

Palo Alto, CA30+ days ago

$25–$30.48 Per Hour

Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements. + Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings.

Pleasanton, California30+ days ago

$222,120–$310,980 Per Year

The role of the Sr Director, Product Management of Financial Transaction Platforms is to create services which provide industry-leading capabilities that are flexible across the breadth of BHN’s product landscape, evolve and experiment with products to bring new consumer & client offerings, and innovative leadership to drive consumer market changing new experiences. The world leader in store value payments and distribution for gifting and reward is extending that leadership to other payment solutions and channels including digital currencies, promotions, embedded rewards, loyalty, and payment disbursements.

Menlo Park, CA27 days ago

Full-time

Work closely with Specialists, including Private Client Advisors, Financial Planners, Home Lending Advisors, and Business Relationship Managers, to link clients with experts who can address their unique financial needs. Your continued employment in this position with JPMorganChase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.

San Jose, CA30+ days ago

You'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.

San Jose, California21 days ago

$100,000–$125,000 Per Year

The Family Office Senior Associate plays a critical role in delivering high-quality financial and operational services to ultra-high-net-worth individuals, families, trusts, and related entities. Overview: Our Family Office group provides high net worth individuals and their related family entities financial management and accounting services customized to fit their needs and objectives.

San Jose, California7 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. What you will do: Be a trusted member of the engagement team providing various tax compliance and consulting services, primarily to private wealth and flow-through clients: Provide tax compliance and advisory services to S-corporations, partnerships, individuals and corporations ranging from middle market to multinational companies.

Los Altos, CA30+ days ago

$70,000–$75,000

This position offers a defined pathway for advancement for individuals interested in leadership, training, or management roles within the organization. The ideal candidate is professional, detail-oriented, and comfortable communicating complex topics in a clear and ethical manner.

Los Gatos, California30+ days ago

$25.25–$33

Deliver customized comprehensive care to patients who proactively desire to be physically and emotionally healthier. What if you could share your positive energy with a small team of seasoned and eager professionals who strongly believe in this vision as well?.

Sunnyvale, CA16 days ago

Full-time
Employee

Note: By applying to this position you will have an opportunity to share your preferred working location from the following: Sunnyvale, CA, USA; Chicago, IL, USA; Kirkland, WA, USA.Minimum qualifications: Bachelor's degree in Business, Finance, Economics, Statistics, or another quantitative field, or equivalent practical experience. We are hiring across the Google Cloud ecosystem and you will have the opportunity to support unique areas ranging from Cloud Product and Infrastructure cost management to Go-to-Market (GTM) strategy for AI solutions and professional services.

New!

San Mateo, CA3 days ago

High level of proficient writing and editing skills; experience in doing research to build scopes of work, set target levels, and develop performance measures. The candidate will be a self-motivated, highly analytical, and strategic thinker with the ability to solve business problems and deliver insights that enable timely and effective operational decision-making.

San Jose, California8 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 Jose, CA30+ days ago

$99,000–$120,000 Per Year

Recognized as a technology leader, Sanmina Corporation provides end-to-end manufacturing solutions, delivering superior quality and support to Original Equipment Manufacturers (OEMs) primarily in the communications networks, defense and aerospace, industrial and semiconductor systems, medical, multimedia, computing and storage, automotive and clean technology sectors. Job DescriptionSanmina Corporation (Nasdaq: SANM) is a leading integrated manufacturing solutions provider serving the fastest growing segments of the global Electronics Manufacturing Services (EMS) market.

Mountain View, CA30+ days ago

$60–$62 Per Hour
Contractor

Key Requirements and Technology Experience: Key Skills; Financial Analysis & Reporting Cost Analysis and Budget Monitoring Forecasting and Variance Analysis Financial Data Management and Reconciliation Trend Analysis and Business Insights Process Improvement and Financial Automation Financial Systems and Database Management Policy and Procedure Compliance Data Interpretation and Decision Support Confidential Financial Information Management Requires a degree or equivalent experience in Finance, Accounting, Business Administration, or a related field. Key responsibilities include reconciling transactions, maintaining financial databases, ensuring data accuracy, and supporting productivity through automation of accounting processes.

Alviso, CA15 days ago

We’re hiring a Director of Surgical Services in San Jose, California who wants executive-level surgical leadership, financial growth opportunity, and the ability to shape a high-performing OR team. If you want a Director of Surgical Services role where you can lead advanced surgical programs and drive operational excellence in a premier market, this is worth a conversation.

San Jose, CA7 days ago

$75,000–$80,000 Per Year

Foster City, CA17 days ago

$210,900–$369,000 Per Year

As a Senior Director within Central Finance, this role will partner closely with VAS executive leadership, Product, Technology, and Operations to shape capital allocation strategy, evaluate investments, and deliver rigorous financial insights that support enterprise‑level decision making and long-term value creation. Key Responsibilities: Strategic Advice and Executive Partnerships: Serve as a trusted strategic finance partner to VAS leadership, providing rigorous financial insights to inform long‑term strategy and enterprise‑level decision making.

New!

San Jose, California3 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.

Resume Resources

Free Resume Templates Free Resume Builder

Get noticed by top employers!

Upload your resume to let employers know you're open to Financial Services job opportunities. Plus, receive relevant job recommendations in your inbox.

Financial Services Jobs in Cupertino, CA

Jobs

Financial Services RepresentativeMONTERRA CREDIT UNION

Financial Consultant - Palo Alto, CAFidelity Investments

Sr. Product Manager, Global Token ServicesVisa Technology and Operations LLC

Associate Attorney - Civil DefenseJobot

Senior Manager, Financial AnalysisVisa Technology and Operations LLC

ECVC Associate (Emerging Companies / Venture Capital - 3+ Yrs Exp)Jobot

Litigation Associate AttorneyJobot

Marketing SpecialistMONTERRA CREDIT UNION

Employment Law AttorneyJobot

Of Counsel - Employment LawJobot

Senior Employment Law AttorneyJobot

Senior Finance Manager or PrincipalVaco LLC

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

Sr Manager, OperationsVisa Technology and Operations LLC

Administrative Services AdministratorTalent Software Services

Financial Services AssociateDavis Family Financial

Client Services Specialist – Financial ServicesAll Financial Freedom

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

Accounting and CFO Advisory Services Senior AssociateFrank Rimerman and Co LLP

Director of Payment Operations and Financial ServicesVagaro

Financial Services ProfessionalTraction Forge Financial

Enterprise Sales Director - Financial Services and InsuranceUshur

Sr. Account Executive, Financial ServicesQuinStreet

Senior Manager, Publisher & Advertiser Partnerships – Financial ServicesQuinStreet

Entry Level Remote Financial Services RepPrimerica - Karina Mendoza

Financial Analyst, Sales Finance, Devices and ServicesGoogle

Financial Service RepresentativeLTD Global

Financial Advisor IIPatelco Credit Union

Project Manager, Financial Advisory & EducationConfidential Company

Senior Financial AdvisorSummitry

PATIENT FINANCIAL ADVISORAHMC Healthcare

Financial AdvisorNorthwestern Mutual

Financial AdvisorGolden Summit Wealth & Insurance Solutions a MassMutual Firm

Full Time Associate Banker JPMorgan Financial Center (40 hours) - Palo Alto, CAJPMorgan Chase

Sr. Director, Product Management - Financial Transaction PlatformsBlackhawk Network

Sr Private Client Banker - Menlo Park Sand Hill Financial Center - Menlo Park, CAJPMorgan Chase Bank, N.A.

CFO AdvisorJoseph Michaels International

Family Office Services Senior AssociateFrank Rimerman and Co LLP

Tax Senior Associate, Private Client ServicesBaker Tilly Advisory Group, LP

Financial Education SpecialistAll Financial Freedom

Dental Patient Care & Financial Coordinator (Front Desk)James Lin DMD

Financial Analyst, Google CloudGoogle

Procurement and Contract Administrator I/II - Human Services Agency (Open and Promotional)County of San Mateo

Risk Advisory Services PrincipalBaker Tilly Advisory Group, LP

Senior Financial Analyst - (108374)Sanmina

Financial AnalystPyramid, Inc

Director of Surgical Services (RN)Titan Placement Group

Jr Financial Analyst - (109890)Sanmina

Sr. Director - Visa Value-Added Services FinanceVisa Technology and Operations LLC

Senior Manager, Transactions Advisory ServicesBaker Tilly Advisory Group, LP

Resume Resources