VP, Financial Consultant Charles SchwabVP, Financial ConsultantSan Mateo, CAOpenness to manage wealth on behalf of our clientsincluding:Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. • Strong candidates will also learn toleverageour team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help yourclient’sprogress toward achieving their goals.
NewAssociate Attorney - Civil Defense JobotAssociate Attorney - Civil DefenseSan Jose, CARemote$105,000–$200,000 / yearOur practice specializes in auto liability defense, gig economy, business litigation, commercial, general liability, healthcare, employment, professional liability, restaurant & hospitality, trucking, financial services litigation, product liability, real estate litigation, retail, and insurance coverage. Information collected and processed as part of your Jobot candidate profile, and any job applications, resumes, or other information you choose to submit is subject to Jobot's Privacy Policy, as well as the Jobot California Worker Privacy Notice and Jobot Notice Regarding Automated Employment Decision Tools which are available at jobot.com/legal.
NewLitigation Associate Attorney JobotLitigation Associate AttorneySan Jose, CA$190,000–$235,000 / yearInformation 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.
NewSenior Associate - Wealth Planning Specialist ASPIRIANT LLCSenior Associate - Wealth Planning SpecialistMountain View, CARather than working directly with clients, the Senior Associate will help design and evolve our wealth planning platform, developing tools and insights that advisors rely on every day to ensure we deliver a consistent, high-quality, intimate client experience. The Senior Associate partners closely with the Practice (e.g., the firm’s client-facing professionals) and participates with Client Service Operations, Technology, Compliance and other departments to solve complex challenges, improve how the firm operates and bring new ideas into practice.
Financial Services Associate San Joaquin Valley College, Inc.Financial Services AssociateSan Leandro, CA$27–$31 / hourPart timeCustomer Focus : Personally demonstrates that external or internal customers are a high priority; identifies customer needs and expectations and responds to them in a timely and effective manner; anticipates and prevents delays or other things that can adversely affect the customer; keeps customers informed about the status of pending actions and inquires about customer satisfaction with products or services. The Financial Services Associate meets with applicants and students regarding their eligibility for federal financial aid programs by calculating anticipated awards in PELL, SEOG, Stafford/Direct and supplementary loans, and other Title IV and non-Title IV programs.
Director Surgical Services HCA HealthcareDirector Surgical ServicesSan Jose, CA$184,683.20–$276,848 / yearAdditional options for dental and vision benefits, life and disability coverage, flexible spending accounts, supplemental health protection plans (accident, critical illness, hospital indemnity), auto and home insurance, identity theft protection, legal counseling, long-term care coverage, moving assistance, pet insurance and more. The Director of Surgical Services ensures high quality, patient-centered care through oversight of the overall function and staffing of the unit(s)/department(s) in addition to forecasting, planning, and budget monitoring.
Client Services Specialist – Financial Services (Remote) All Financial FreedomClient Services Specialist – Financial Services (Remote)Hillsborough, CARemoteThe ideal candidate is professional, detail-oriented, and comfortable communicating complex topics in a clear and ethical manner. Prior experience in financial services is not required; comprehensive training and licensing support are provided.
(USA) Staff, Product Manager - Financial Services Walmart(USA) Staff, Product Manager - Financial ServicesSan Bruno, California$143,000–$286,000 / yearYou will own the end-to-end product strategy for enterprise-scale financial capabilities spanning co-brand card programs, third-party wallet integrations, and lending enablement, powering how our customers and members transact, manage money, and engage with financial products across our ecosystem. 850 Cherry Ave, San Bruno, CA 94066-3031, United States of AmericaWalmart and its subsidiaries are committed to maintaining a drug-free workplace and has a no tolerance policy regarding the use of illegal drugs and alcohol on the job.
Senior Product Marketing Manager - Financial Services NvidiaSenior Product Marketing Manager - Financial ServicesSanta Clara, CAHigh-Stakes Storytelling: Identify "big-picture" success stories within the ecosystem and serve as a lead writer for various audiences, crafting blogs, technical deep-dives, and pitches that help our teams drive both demand and earned media. Enhance Sales and Partner Enablement: Combine our updated strategies and FSI messaging to develop new partner assets (i.e. solution briefs, success stories, and training) to help them become more effective demand generation partners, rather than fulfillment channels.
Financial Services Representative - State Farm Agent Team Member Chris Buich - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberSanta Cruz, CA$80,000–$120,000 / yearFull timeAs a Senior Financial Consultant / Client Advisor, you will leverage your extensive industry experience and securities licensing to provide comprehensive financial planning and wealth management solutions to a portfolio of qualified clients. Conduct thorough financial needs assessments and develop customized strategies encompassing investments, retirement planning, insurance, and other financial products.
Senior Financial Services Representative Mirastar FCUSenior Financial Services RepresentativeSan Jose, CaliforniaCompliance with the Bank Secrecy Act, OFAC, and USA PATRIOT Act, including but not limited to completing Member Identification Program requirements for new customers, accurate completion of new account activity profile, CTR, Monetary Instrument log, and reporting of suspicious activities to your supervisor and BSA Officer. The Senior Financial Services Representative will perform a wide variety of complex duties related to the handling of member transactions, assisting in service and operational duties, providing leadership and guidance, and demonstrating behaviors supporting the Mirastar experience.
Financial Services Representative - State Farm Agent Team Member Burch Boehner - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberSan Jose, CAFull timeIn addition to investment services, we offer a broad range of insurance products, including personal and commercial insurance, as well as life and health insurance solutions, to meet the diverse needs of our clients. The ideal candidate will work directly with clients placing IRAs, 529 plans, and other investment products.
Financial Services Representative - State Farm Agent Team Member Joe Frangieh - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberCampbell, CAFull timeROLE DESCRIPTION: As an insurance and financial services representative with Joe Frangieh's State Farm Office, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options.
Sr. Security Engineer - GRC Fintech & Financial Services SpaceXAISr. Security Engineer - GRC Fintech & Financial ServicesPalo Alto, CA$152,000–$258,000 / yearThe ideal candidate brings hands-on fintech compliance experience (PCI DSS, NYDFS, FFIEC), fluency in data privacy frameworks (GDPR, CCPA), and GRC engineering skills: Compliance-as-Code, continuous evidence collection, and deep partnership with engineering so controls are designed into the platform rather than bolted on after the fact. Design, implement, and validate technical controls relevant to fintech environments (cardholder data environment scoping and segmentation, access control, logging, encryption, change management, vulnerability management) — not just document them.
Business Intelligence Analyst, Financial Services NclusionBusiness Intelligence Analyst, Financial ServicesPalo Alto, CaliforniaBuild lightweight, ad hoc analysis (SQL, Excel/Sheets, BI tools) for questions the established data lake and KPI set don't yet answer — and partner with the data team to turn recurring ad hoc needs into permanent capture mechanisms, rather than building parallel shadow dashboards indefinitely. You'll build and maintain the KPI reporting and dashboards that track wallet, loyalty card, and remittance performance against the FinServ team's priority metrics across every active market, turning that data into analysis the Director uses to brief the COO and Exec team.
Financial Services Officer Bay Federal Credit UnionFinancial Services OfficerSanta Cruz, CARemoteFull timeWhat youll be doing: Build strong financial relationships by assessing member needs and promoting appropriate Bay Federal products and services Accurately open, maintain, and close all types of deposit and loan accounts while ensuring compliance with policies and procedures Process consumer loan requests from application through funding, including document collection and completion Provide expert assistance with IRAs, Trusts, Death Claims, and Business Services, including accurate transaction processing Support members with digital services such as Online/Mobile Banking and Bill Pay setup and troubleshooting Stay current on and apply all NCUA and Federal Regulations related to financial transactions and disclosures Lead or support daily branch operations including opening/closing duties and non-cash lobby tasks Youre Perfect For This Role If You Have: A high school diploma or equivalent. About the Role: The Financial Services Officer proactively works with members and prospective members to assess their financial needs, provide accurate information and appropriately communicate product and service benefits and features in order to cross-sell and open accounts.
Sr. Security Engineer - GRC Fintech & Financial Services TwitterSr. Security Engineer - GRC Fintech & Financial ServicesPalo Alto, CA$152,000–$258,000 / yearThe ideal candidate brings hands-on fintech compliance experience (PCI DSS, NYDFS, FFIEC), fluency in data privacy frameworks (GDPR, CCPA), and GRC engineering skills: Compliance-as-Code, continuous evidence collection, and deep partnership with engineering so controls are designed into the platform rather than bolted on after the fact. Design, implement, and validate technical controls relevant to fintech environments (cardholder data environment scoping and segmentation, access control, logging, encryption, change management, vulnerability management) - not just document them.
Emerging Financial Services Professional (Remote) (Remote) Traction Forge FinancialEmerging Financial Services Professional (Remote) (Remote)San Jose, CARemoteTraction Forge Financial, powered by the strength of Global Financial Impact (GFI), is expanding and seeking motivated, entrepreneurial-minded individuals who want to build a meaningful career in financial services while helping individuals and families create stronger financial futures. Experience in customer service, hospitality, sales, leadership, business, or finance is helpful, but not required.
Emerging Financial Services Professional (Remote) Traction Forge FinancialEmerging Financial Services Professional (Remote)San Jose, CARemoteTraction Forge Financial, powered by the strength of Global Financial Impact (GFI), is expanding and seeking motivated, entrepreneurial-minded individuals who want to build a meaningful career in financial services while helping individuals and families create stronger financial futures. Experience in customer service, hospitality, sales, leadership, business, or finance is helpful, but not required.
NewFinancial Services Representative CommonWealth Central Credit UnionFinancial Services RepresentativeSan Jose, CaliforniaAs a Financial Services Representative, your major responsibilities will include: Ensure fulfillment of members' financial needs through discussions of financial wellness. Additionally, individuals in this position must satisfy all requirements to become an endorsee of the Credit Union’s State of California’s Credit Insurance Business Entity License.