344 Results for

Financial Services Jobs in Milpitas, 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.

Emeryville, CA14 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.

Palo Alto, CA14 days ago

$60,000–$75,000

San Jose, CA14 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.

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.

San Francisco, CA7 days ago

$130,000–$135,000

Active Series 7, 63 and must maintain investment adviser representative (RA) registration, where required, in their place of business state and any other state(s) where the individual maintains a physical place of business; Additional product licenses may be required. 4+ years of business experience in a financial advisor or relationship manager or client engaging related role within financial services with experience communicating directly with clients.

San Jose, CA14 days ago

$250,000–$350,000 Per Year

The Tax Managing Director, Transaction Advisory Services is an essential team member that will team with the west region transaction advisory principals to grow the practice and will lead teams responsible for traditional large firm M&A tax consulting (deal structuring, due diligence, post-deal integration, tax attribute management, and other special projects). 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.

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.

San Jose, CA12 days ago

Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation.

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!

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!

Oakland, CA3 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!

Oakland, CA3 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!

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.

Danville, CA12 days ago

The actual compensation offered a candidate will be dependent on a variety of factors including, but not limited to, the candidate’s experience, qualifications, location, training, licenses, shifts worked and compensation model. Carle Health participates in E-Verify and may provide the Social Security Administration and, if necessary, the Department of Homeland Security with information from each new employee‘s Form I-9 to confirm work authorization.

New!

West Menlo Park, CA4 days ago

$180,000–$250,000 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. What We’re Looking For: We are seeking a highly experienced Partner-Level Attorney with a proven track record of client success and a portable book of business of $1 million or more.

New!

San Leandro, CA3 days ago

$74,509–$88,479.20 Per Year

Reporting to include: - Equipment due for service - Fleet status Reporting - Equipment Service Record Reporting - Open work order report - Warranty claim summary report - Inventory management - Parts & merchandise detail reporting - Financial and historical trending - Service department financial summary - Shop foreman performance tool - Work order chargeback - Halt report - Open PO report - Tech paid hours vs. Sunbelt offers team members the following paid time off from work, subject to Sunbelt's policies (unless specified in a collective bargaining agreement): 12-25 vacation days depending on years of service.

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.

Santa Clara, CA14 days ago

$85,000–$100,000

Whether you’ve got deep experience in commercial real estate, skilled trades or technology, or you’re looking to apply your relevant experience to a new industry, join our team as we help shape a brighter way forward. Project coordination: Assist the project manager in overseeing all aspects of project development and execution, including budget management, schedule adherence, and quality control.

San Francisco, CA14 days ago

$100,000–$150,000 Per Year

Our client, a leading financial services company and one of the nation’s premier providers of title insurance and real estate transaction services, is seeking a CommercialReal Estate Associate Attorney to expand its footprint across the San Francisco Bay Area. This is a high-impact role for a business-minded attorney who thrives on relationship-building, enjoys autonomy, and wants to leverage legal credibility to drive meaningful commercial real estate transactions with law firms and lenders.

San Jose, CA24 days ago

We believe that our clients have the power to change the world and to do great things for global progress, and we exist to remove the friction that comes from the complexity of global business – to help our clients achieve progress without friction. The Associate Director, Real Estate Operations will assist in managing the accounting team servicing Real Estate Fund Administration clients using the firms core Real Estate applications (e.g.

San Francisco, CA14 days ago

$100,000–$150,000 Per Year

Our client, a leading financial services company and one of the nation’s premier providers of title insurance and real estate transaction services, is seeking a Commercial Sales Representative with deep local market knowledge and strong San Francisco connections to drive mid-to-large commercial transactions. This opportunity offers substantial earning potential, uncapped commissions, and the ability to build long-term client relationships in an underserved and highly competitive market.

San Mateo, CA11 days ago

As an ABM, you are on a direct path to become a Branch Manager, a critical leader role within our Investor Services organization, which is responsible for helping individuals and families with their financial goals, including retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs. In more than 300 branch offices in 45 U.S. states, youll find Branch Managers leading and coaching their teams as they work directly with our clients to achieve their financial goals.

San Jose, CA11 days ago

Remote

As we continue accelerating our growth, we are seeking a highperforming enterprise seller who excels at positioning business outcomes, building trusted relationships, and partnering with large, complex client organizations. You will be provided with an established list of enterprise accounts including existing customers with active pipelines and targeted new logos where we have strong brand alignment.

San Jose, CA14 days ago

$180,000–$265,000 Per Year

Business Acumen: Able to apply knowledge of business functions, processes and strategies to provide services, solutions and advice that considers and improves the organization as a whole as evidenced by: Ability to understand core business operations/structure of various businesses. Written pre-approval by the Client Service Assurance Partner and the Practice Region RTD and RBLL and the Practice Office OBLL for the specific assignment before a Director may perform duties of Engagement Director of that specific assignment.

Oakland, CA11 days ago

$48–$60 Per Hour
Temporary
Contractor
Full-time

Description:TemPositions is excited to partner with a large, mission-driven public research institution serving communities across California to hire an experienced Accountant 5. This is a high-level accounting role supporting Financial Services and working on complex financial reporting, systems, and analysis initiatives.

San Francisco, 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.

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.

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.

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.

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.

Oakland, CA30+ days ago

Remote

Full-time

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.

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.

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.

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.

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

San Francisco, California30+ days ago

$70,000–$85,000

Outreach, Program Education & Community Engagement:Lead outreach efforts to educate the public, service providers, advocacy groups, and community organizations about the Self-Determination Program and FMS role. 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 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 Francisco, CA16 days ago

$72,000–$90,000 Per Year

At Parallel, we combine the best advisors, support staff, and industry-leading technology in collaborative partnership to offer our clients an extraordinary experience. As a member of the operations team, the Associate will work closely with our financial advisors, clients, vendors, and custodian support teams.

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Financial Services Jobs in Milpitas, CA

Jobs

Financial Services RepresentativeMONTERRA CREDIT UNION

Financial Consultant - Marin, CAFidelity Investments

Financial Consultant - Palo Alto, CAFidelity Investments

CFO AdvisorJoseph Michaels International

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

Relationship Manager - Wealth ManagementKforce Inc.

Tax Managing Director, Transaction Advisory Services (M&A)bdo consulting

Senior Manager, Financial AnalysisVisa Technology and Operations LLC

VP, Financial ConsultantCharles Schwab

Associate Attorney - Civil DefenseJobot

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

Litigation Associate AttorneyJobot

Marketing SpecialistMONTERRA CREDIT UNION

Senior Tax Accountant (hybrid remote)Jobot

Tax Manager (hybrid remote)Jobot

Employment Law AttorneyJobot

Of Counsel - Employment LawJobot

Senior Employment Law AttorneyJobot

Physical Therapist (PT) - Therapy ServicesCarle Health

Partner Attorney w/book of businessJobot

Service ManagerSunbelt Rentals

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

Associate Construction Project Manager*US AMR-Jones Lang LaSalle Americas, Inc.

Real Estate Associate Attorney - Business Development In-housePernini Recruiting Company

Associate Director Real EstateVistra - Property Management

Commercial Sales Representative - Title Insurance - CAPernini Recruiting Company

VP, Assistant Branch ManagerCharles Schwab

Business Development Manager - RemoteGP Strategies Corporation

Assurance Directorbdo consulting

Accountant 5TemPositions Group Of Companies

Financial Services AssociateDavis Family Financial

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

Client Services Specialist – Financial ServicesAll Financial Freedom

Accounting and CFO Advisory Services Senior AssociateFrank Rimerman and Co LLP

Director of Payment Operations and Financial ServicesVagaro

Enterprise Sales Director - Financial Services and InsuranceUshur

Financial Services / Remote WorkAmerican Income Life Insurance Company

Financial Services ProfessionalTraction Forge Financial

Financial Management Services (FMS) Coordinator – California SDPHR Alliance

Entry Level Remote Financial Services RepPrimerica - Karina Mendoza

Financial Analyst, Sales Finance, Devices and ServicesGoogle

Sr. Account Executive, Financial ServicesQuinStreet

Senior Manager, Publisher & Advertiser Partnerships – Financial ServicesQuinStreet

Financial Management Service (FMS) Lead CoordinatorHR Alliance

Financial Service RepresentativeLTD Global

Operations Associate - Client ServicesParallel Advisors

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