3,147 Results for

Financial Services Jobs in Menlo Park, CA

Jobs

Merrill Advisor Development Program - Financial Advisor (Partially Licensed): Silicon Valley Market Bank of America

San Jose, California

Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. Effectively 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.

6 days ago

Security Operations Manager Altruist

San Francisco, CA

$203,000–$275,000 / year

Experience- 6+ years in security operations, including 2+ years leading or managing a SOC or detection & response team: Hands-on incident response and investigations in a cloud-first environment. Altruist is in the midst of an exciting phase and we're excited to hire a Security Operations Manager to lead detection, response, and security monitoring for a self-clearing broker-dealer.

30+ days ago

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

Fremont, CA

$79.80–$111.72 / 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.

30+ days ago

Financial Due Diligence Manager Grant Thornton International Ltd

San Francisco, CA

$161,920–$202,400 / year

In the U.S., Grant Thornton delivers professional services through two specialized entities: Grant Thornton LLP, a licensed, certified public accounting (CPA) firm that provides audit and assurance services ― and Grant Thornton Advisors LLC (not a licensed CPA firm), which exclusively provides non-attest offerings, including tax and advisory services. As a Financial Due Diligence Manager, you'll focus on middle-market transactions, serving dynamic organizations with experienced professionals who bring a full range of advisory services to validate, optimize and create value for the Grant Thornton | Stax Transactions- all with the resources, environment, and support to help you excel.

30+ days ago

Tax Senior Manager - Financial Services/Asset Management RSM

San Francisco, CA

$126,100–$253,000 / year

The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. One of the following is required: active CPA license in the state of residence; active Enrolled Agent (EA) license; active Attorney license; or a pre-approved alternative certification that meets RSM requirements.

30+ days ago

Asst Dir, Dining Services, Northeastern University, Oakland, CA. Compass Group USA Inc

Oakland, CA

$75,000–$86,500 / year

Summary: As an Assistant Director of Dining Services I, you will be responsible for assisting with the day-to-day food service operations of a medium to large volume location. You will manage and lead a team of associates, and will be responsible for talent development, managing client relationships, profitability, and supporting financial goals in an assigned area.

24 days ago

Financial Services / Remote Work American Income Life Insurance Company

Oakland, CA

Remote

American Income Life has served working class families since 1951 with life, accident, and supplemental health products to help protect members of labor unions, credit unions, associations, and their families. At American Income Life, we are searching for ambitious individuals who are ready to build a successful career while also having a positive impact on the communities around them.

30+ days ago

Market Financial Center Manager Bank of America Corp

Santa Clara, CA

$72,000–$92,000 / year

Responsibilities:Operates as a back up financial center leader within a marketManages client traffic, engaging and appropriately routing clients, and fostering client retentionManages business results through formalized management routines and coachingCreates a world class client experience environmentManages market-level initiative prescribed by market leadersDrives operational excellenceManagerial Responsibilities:This position may also have responsibilities for managing associates. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.

30+ days ago

Market Financial Center Manager - Silicon Valley East Market Bank of America

San Jose, California

We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. This job is responsible for supporting a cluster of financial centers in designated markets in the absence of the assigned financial center manager and as a market-level resource.

12 days ago

Director OF Catering Services - BAY Area, CA Compass Group USA Inc

San Jose, CA

$110,000–$125,000 / year

As the leading foodservice and support services company, Compass Group USA is known for our great people, great service and our great results. For Employee Referral guidelines, FAQs and the Compass Employee Referral Policy, email MyReferral@compass-usa.com.

30 days ago

Financial Services Program Executive VP Salesforce Inc

San Francisco, CA

$212,700–$374,400 / year

White space becomes pipeline and internal alignment sustains it: you proactively build and expand business relationships which enable Salesforce to support, transform and win business that delivers mutual value, working hand in hand with Sales, Success, Technology & Product, and Support to drive customer adoption initiatives and maintain alignment as One Salesforce. The delivery team performs at a higher level because you're in it: you effectively lead, inspire, and uplift Salesforce Professional Services team members - coaching them to perform at a higher level while contributing to the internal processes, artifacts, and methodologies that raise the floor for service delivery across our most strategic accounts.

30+ days ago

Financial Center Manager - Vallco Park Financial Center Bank of America Corp

Cupertino, CA

$73,500–$106,500 / year

Responsibilities:Develops talent, including proactive sourcing of candidatesManages client traffic, engaging and appropriately routing clients, and fostering client retentionManages business results through formalized management routines and coachingCreates a world class client experience environmentManages market-level initiative prescribed by market leadersDrives operational excellence by engaging employees on business strategyManages organizational priorities and effective executionManagerial Responsibilities:This position may also have responsibilities for managing associates. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve Share: Save job Job saved.

30+ days ago

Financial Solutions Advisor - Stonestown Financial Center Bank of America

San Francisco, California

Key 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. Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions.

30+ days ago

Manager - Financial Due Diligence RSM

San Francisco, CA

$112,100–$225,500 / year

If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate. The Financial Due Diligence Manager is responsible for performing financial due diligence for clients involved in acquisitions and divestitures, preparing detailed financial analyses, and interacting with top-level management to gather pertinent information.

30+ days ago

Financial Services Tax Manager Withum

San Francisco, CA

$150,000–$200,000 / year

As a Financial Services Tax Manager based out of our Boca Raton, Boston, Orlando, Los Angeles or San Francisco office, you'll work alongside an integrated team of seasoned, well-known CPAs and industry leaders. Job Description: Withum's Tax Services Group is made up of a brilliant team of tax specialists that work to ensure tax reporting obligations are met in an accurate and timely manner and minimize or defer the payment of taxes.

30+ days ago

Financial Solutions Advisor Registration Candidate- Peninsula Market Bank of America Corp

San Francisco, CA

$28.85–$33.65 / hour

Back to search results Financial Solutions Advisor Registration Candidate- Peninsula Market San Francisco, California; Belmont, California; Foster City, California; San Francisco, California; San Francisco, California; Daly City, California Additional locations Apply × To proceed with your application, you must be at least 18 years of age. Acknowledge Job Description: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.

30+ days ago

Financial Solutions Advisor Registration Candidate- San Jose Market Bank of America

San Jose, California

Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.

30+ days ago

Wearables Industrial Designer, Devices and Services Google LLC

Mountain View, CA

ResponsibilitiesLead design programs from early concept through production taking responsibility for creative output schedule and maintaining design integrity from start to finish and keeping design leadership apprised of program status and issues affecting the team. 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 peoples lives better through technology.

30+ days ago

FINANCIAL SERVICES ANALYST - HYBRID University of California

Oakland, CA

$95,000–$107,000 / year

Strong interpersonal skills, analytical skills, service orientation, active listening, critical thinking, attention to detail, ability to multi-task in a high volume environment, organizational skills, effective verbal and written communication skills, sound judgment and decision making; ability to develop original ideas to solve problems. Manages up effectively: Actively supports manager's priorities and objectives; Communicates proactively to avoid surprises on status, risks, or deadlines; Builds and maintains trust through reliable follow-through; Anticipates leadership's information needs and exercises judgment on when to escalate.

12 days ago

Financial Solutions Advisor Registration Candidate- Hayward and Milpitas Area Bank of America

San Jose, California

US - CA - Castro Valley - 3067 Castro Valley Blvd - CASTRO VALLEY BC (CA4121), US - CA - Fremont - 39300 Fremont Blvd - FREMONT-BEACON BC (CA4148), US - CA - Fremont - 40714 Grimmer Blvd (CA4190), US - CA - Fremont - 46786 Mission Blvd - WARM SPRINGS BC (CA4183), US - CA - Hayward - 24700 Hesperian Blvd - HESPERIAN-LA PLAYA BC (CA4157), US - CA - Milpitas - 20 Ranch Dr - McCarthy Ranch (CA3199), US - CA - Milpitas - 740 E Calaveras Blvd - MILPITAS BC (CA3107), US - CA - Newark - 36900 Newark Blvd - NEWARK BC (CA4165), US - CA - SAN JOSE - 1058 E BROKAW RD - Brokaw Plaza BC (CA3216), US - CA - San Jose - 2611 N 1st St - ORCHARD PARK BC (CA3172), US - CA - San Jose - 4075 EVERGREEN VILLAGE SQ (CA3202), US - CA - San Jose - 4190 N 1st St - N First And Holger (CA3222), US - CA - San Leandro - 1400 E 14th St - SAN LEANDRO MAIN OFFICE (CA4111), US - CA - San Leandro - 1925 Marina Blvd - SAN LEANDRO INDUSTRIAL CENTER (CA4146), US - CA - Union City - 1900 Decoto Rd - UNION CITY BC (CA4168), US - CA - Union City - 31800 Alvarado Blvd - ALVARADO BC (CA4175). Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients.

13 days ago

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Financial Services Jobs in Menlo Park, CA

Merrill Advisor Development Program - Financial Advisor (Partially Licensed): Silicon Valley Market Bank of America

Security Operations Manager Altruist

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

Financial Due Diligence Manager Grant Thornton International Ltd

Tax Senior Manager - Financial Services/Asset Management RSM

Asst Dir, Dining Services, Northeastern University, Oakland, CA. Compass Group USA Inc

Financial Services / Remote Work American Income Life Insurance Company

Market Financial Center Manager Bank of America Corp

Market Financial Center Manager - Silicon Valley East Market Bank of America

Director OF Catering Services - BAY Area, CA Compass Group USA Inc

Financial Services Program Executive VP Salesforce Inc

Financial Center Manager - Vallco Park Financial Center Bank of America Corp

Financial Solutions Advisor - Stonestown Financial Center Bank of America

Manager - Financial Due Diligence RSM

Financial Services Tax Manager Withum

Financial Solutions Advisor Registration Candidate- Peninsula Market Bank of America Corp

Financial Solutions Advisor Registration Candidate- San Jose Market Bank of America

Wearables Industrial Designer, Devices and Services Google LLC

FINANCIAL SERVICES ANALYST - HYBRID University of California

Financial Solutions Advisor Registration Candidate- Hayward and Milpitas Area Bank of America

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