330 Results for

Financial Services Jobs in Pleasanton, CA

Jobs

East Palo Alto, CA10 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.

New!

Mountain View, CAToday

$72–$82.18

Deep experience with deriving insights from analysis, formulating those insights into concise story lines and delivering presentations to senior executives to influence decision making. Employee pay is based on factors like relevant education, qualifications, certifications, experience, skills, seniority, location, performance, union contract and business needs.

Hayward, CA13 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.

Emeryville, CA13 days ago

$60,000–$75,000

New!

San Francisco, CA6 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.

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!

Foster City, CA1 day 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!

San Jose, CA3 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, CA3 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, CA3 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, CA17 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.

Redwood City, CA16 days ago

$133,000–$156,000 Per Year

This role provides senior‑level technical leadership and oversight for the Jack Henry Symitar core system, Alkami Digital Banking, and related enterprise applications, including responsibility for application programming and development activities supporting systems such as ARCU, CFS Data Connectors, Power BI, SMA, Opcon, and other supporting systems and platforms. The manager is accountable for both project execution and ongoing operations, and ensures enterprise systems are effectively supported, strategically aligned, and remain current, secure, and compliant with regulatory requirements, drawing on a strong understanding of credit union core, digital banking, and enterprise platforms.

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!

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!

San Jose, CA3 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.

New!

San Jose, CA3 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, CA3 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.

Danville, CA11 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!

Mountain View, CA6 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, 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!

Stanford, CA1 day 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.

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 Jose, CAToday

Remote

$44,000–$80,000

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. Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests.

New!

San Francisco, CAToday

Remote

$44,000–$80,000

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. Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests.

Oakland, CA10 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 Jose, CA13 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.

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, 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.

San Jose, CA27 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.

Walnut Creek, CA21 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.

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 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.

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

Fremont, 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 Francisco, California30+ days ago

$70,000–$80,000

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 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 Francisco, CA15 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.

San Jose, CA27 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, CA1 day 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.

New!

San Francisco, California6 days ago

Remote

The SFA maintains overall responsibility for the assigned territory and the team's "book of business", with the FA focused on sales, client service responsibilities, and teaming with CNB colleagues for smaller Personal & Business Banking (PBB) wealth management opportunities or client relationships. Strong understanding of financial planning and the investment process including familiarity with mapping clients’ investment needs to asset allocation models, structuring client investment portfolios, and portfolio analytics.

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.

New!

San Francisco, CA3 days ago

$55,000–$75,000 Per Year

The services will include the analysis of documents associated with a complex transaction or series of transactions; as well as obtaining and analyzing financial, banking, accounting, and tax records in order to trace the movement of funds, identify assets to pursue for collection or to assess a debtor’s ability to make payments. Will perform detailed review of relevant financial information, including financial statements, credit reports, tax returns, insurance information, real property escrow and lending materials, bank statements and loan applications to third parties, with a view to determining the collectability of assets.

San Jose, CA7 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.

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Financial Services Jobs in Pleasanton, CA

Jobs

Financial Services RepresentativeMONTERRA CREDIT UNION

Financial Analyst IVKforce Inc.

Financial Consultant - Palo Alto, CAFidelity Investments

Financial Consultant - Marin, CAFidelity Investments

Relationship Manager - Wealth ManagementKforce Inc.

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

Senior Manager, Financial AnalysisVisa Technology and Operations LLC

Associate Attorney - Civil DefenseJobot

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

Litigation Associate AttorneyJobot

Marketing SpecialistMONTERRA CREDIT UNION

Enterprise Systems ManagerMONTERRA CREDIT UNION

Senior Tax Accountant (hybrid remote)Jobot

Tax Manager (hybrid remote)Jobot

Senior Employment Law AttorneyJobot

Of Counsel - Employment LawJobot

Employment Law AttorneyJobot

Physical Therapist (PT) - Therapy ServicesCarle Health

Senior Finance Manager or PrincipalVaco LLC

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

Administrative Services AdministratorTalent Software Services

Sr Manager, OperationsVisa Technology and Operations LLC

Client Support Specialist - Greater San Jose, CA Area (REMOTE)Fidelity Investments

Client Support Specialist - Greater San Francisco, CA area (REMOTE)Fidelity Investments

Accountant 5TemPositions Group Of Companies

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

Director of Payment Operations and Financial ServicesVagaro

Accounting and CFO Advisory Services Senior AssociateFrank Rimerman and Co LLP

Financial Services ProfessionalTraction Forge Financial

Enterprise Sales Director - Financial Services and InsuranceUshur

Farmers Financial Services RepresentativeJohn Pressley Farmers Insurance

Financial Services / Remote WorkAmerican Income Life Insurance Company

Financial Management Services (FMS) Coordinator – California SDPHR Alliance

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 Management Service (FMS) Lead CoordinatorHR Alliance

Financial Advisor IIPatelco Credit Union

Operations Associate - Client ServicesParallel Advisors

Project Manager, Financial Advisory & EducationConfidential Company

Senior Financial AdvisorSummitry

Financial AdvisorCity National Bank

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

Financial AnalystCameo Consulting Group, LLC

Financial AdvisorGolden Summit Wealth & Insurance Solutions a MassMutual Firm

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