101 Results for

Financial Services Jobs in Roseville, CA

Jobs

New!

West Sacramento, CA6 days ago

$130,000–$170,000 Per Year

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Rancho Cordova, California13 days ago

$20.60–$24.19 Per Hour
Full-time

The Lead Consultant’s time will be spent taking customer orders; coordinating store activities; providing pricing information; recommending the appropriate FedEx Office products and services; producing complex orders; operating equipment that requires advanced operational knowledge and expertise; managing, monitoring and facilitating all production processes. The Lead Consultant is knowledgeable in all areas of the Store’s business, including print, signs & graphics, and shipping, and consistently delivers a positive customer experience to all customers.

New!

Sacramento, 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.

Sacramento, CA13 days ago

$45.60–$68.40 Per Hour

Total compensation considers multiple factors, including, but not limited to a candidate’s experience, education, skills, licensure, certifications, departmental equity, training, and organizational needs. Provides analysis, including financial modeling, forecasting and feasibility studies to support strategic business decisions and to determine financial impacts of potential business opportunities.

Sacramento, CA30+ days ago

$40,000–$85,000

This role supports a professional, structured environment focused on delivering financial education through virtual engagement. We are seeking a Financial Services Specialist to support a growing financial services organization operating nationwide.

Sacramento, CA18 days ago

Working at Sage means you’re supporting millions of small and medium sized businesses globally with technology to work faster and smarter. We leverage the future of AI, meaning business owners spend less time doing routine tasks, like entering invoices and generating reports, and more time pursuing their ambitions.

Sacramento, CA19 days ago

As Insurance and Financial Services Representative for Peter Schiro, State Farm Agent, you are vital to our daily business operations and customers’ success. You grow our agency through meaningful customer relations and acting as a liaison between customer needs and agency departments.

Elk Grove, 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.

Sacramento, CA30+ days ago

As a Financial Social Service Specialist, you will work closely with clients to assess their financial needs, develop personalized financial plans, and offer guidance and resources to improve their overall financial well-being. If you are passionate about helping individuals and families achieve financial stability and are committed to providing exceptional service, we encourage you to apply for the Financial Social Service Specialist position.

Sacramento, California25 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.

Sacramento, CA30+ days ago

Successful completion of the paid trainee program opens the door to becoming an independent contractor Financial Advisor with First Command, allowing you to run your own practice while earning income based on the value you deliver and the results you achieve. ©2026 First Command Financial Services, Inc. is the parent company of First Command Brokerage Services, Inc. (Member SIPC, FINRA), First Command Advisory Services, Inc., First Command Insurance Services, Inc.

Sacramento, CA30+ days ago

$50,000–$70,000

Through our in-depth training program, you will learn how to sit down with an individual, family, or business owner, have a conversation with them about their financial goals and dreams, and help create a game plan or roadmap, to help them achieve their short-term and long-term financial goals through our financials solutions, products and services we provide (include but are not limited to retirement planning, wealth accumulation, college planning, investments, & insurance) Whether you are looking to start or transition into a new career full-time, or you are looking to develop a new skill or obtain part-time income during these turbulent times, a flexible schedule is available. This is an opportunity for those who are hard-working, have good communication skills and customer service skills, love to help people, and are willing to start a training program as an entry-level financial professional and potentially develop into management and leadership positions.

Sacramento, CA30+ days ago

Full-time

The CFO of the $40 million nonprofit organization will serve as a key member of the executive leadership team, responsible for providing strategic financial leadership and oversight to ensure the financial health and sustainability of the organization. We believe that this guides how we do our work, advise our clients to operationalize DEI and position our content and educational opportunities help strengthen the talent management capacity of the social impact sector.

Folsom, California30+ days ago

$100,889–$136,500 Per Year

Company Overview: General Dynamics Ordnance and Tactical Systems (OTS) is a global leader in the design, engineering and production of munitions, energetics, weapons, armaments, and missile subsystems around the world. In addition to the benefits discussed above, the company offers the following voluntary benefits: Critical Illness Insurance, Accident Insurance, Identify Theft Protection, Enhanced Legal Services, Auto and Home Insurance, Pet Insurance, Commuter Benefits, Hospital Indemnity Insurance, Educational Assistance.

Roseville, CA10 days ago

$80,000–$120,000 Per Year

This opportunity is ideal for someone who knows how to build trust, open doors, stay hungry, and grow a book of business, but wants more ownership, more upside, and a career with real staying power. Golden Summit says new professionals benefit from licensing support, ongoing mentorship, entrepreneurial freedom, unlimited income potential, and multiple in-house support departments.

SACRAMENTO, California30+ days ago

Organization : Name: SACRAMENTO CA Default: Location : City: SACRAMENTO Overview: The purpose of the Financial Representative is to meet the needs of middle-income clients by educating them on risk protection, financial security, and wealth creation; analyzing needs; and recommending and selling the corresponding financial solutions. Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; Visual acuity is required to determine accuracy, neatness, and thoroughness of work.

Rancho Cordova, California24 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.

Sacramento, California30+ days ago

$75,000–$87,000 Per Year

Assist with accounting and financial reporting projects, including accounts payable processing, bank and other balance sheet account reconciliations, monthly and quarterly journal entries, month end and year end closing duties, budget to actual analysis, and financial reporting. A typical day in the life of a Governmental Advisory Services Associate with Eide Bailly might include the following: Contribute daily to Government client engagements, communicate with clients, meet client deadlines, and propose solutions to client challenges.

Rancho Cordova, California25 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.

Sacramento, CA30+ days ago

$40,000–$85,000

Explain financial concepts related to protection, accumulation, and long-term planning. Willingness to obtain required state licensing (training provided).

Sacramento, California25 days ago

$500–$1,000 Per Year
Intern

Our college financial representatives, who come from varying academic backgrounds and experiences, begin to build a financial planning practice while engaging local and nationwide experts, exclusive financial products, and the support of a Fortune 500 company. Overview: College Financial Representatives in the internship program at Northwestern Mutual are provided guidance, connection, and a framework for building an integrated financial planning practice from the ground up.

Sacramento, CA30+ days ago

$40,000–$85,000

Our organization is expanding and seeking a Financial Services Specialist to support client-facing financial education initiatives nationwide. This role supports a professional, structured environment focused on delivering financial education through virtual engagement.

Rancho Cordova, California20 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.

Sacramento, California30+ days ago

$120,000–$130,000 Per Year

We offer a competitive salary and benefits package designed to support you and your family – including: · Industry leading competitive pay range $120,000 -$130,000 per year. Universal Technical Institute (UTI) equips students with the hands-on training and industry-ready skills needed for successful technical careers.

Sacramento, CA30+ days ago

$40,000–$85,000

Explain financial concepts related to protection, accumulation, and long-term planning. This opportunity is ideal for professionals who are motivated to take ownership of their development while operating within an established framework.

Sacramento, CA30+ days ago

Leveraging innovative techniques, specialized tools, and a meticulous pre-planning process, our experienced team – supported by an expansive, purpose-built fleet – ensures the successful execution of complex electrical projects on aggressive schedules. Partner with executive leadership to align financial planning with business strategy, including evaluating future-state scenarios (e.g., scaling the organization over a multi-year horizon through initiatives including organic growth, potential M&A, growth financing ).

Sacramento, CA30+ days ago

$40,000–$85,000

This role is designed for professionals who want more ownership over their career progression while operating within a structured financial services organization. This position centers on financial education delivery and helping individuals understand long-term planning strategies.

Marysville, CA30+ days ago

$145,000–$155,000 Per Year

Demonstrate professionalism by using objectivity, maintaining self-control when under pressure, separating professional from personal issues, displaying emotional maturity, maintaining a high degree of integrity, and promoting a positive work environment by setting an example. Build productive working relationships with supervisors, security staff, healthcare staff, patients, vendors, and clients.

Sacramento, California16 days ago

COMPENSATION & BENEFITS: Stride, Inc. considers a person's education, experience, and qualifications, as well as the position's work location, expected quality and quantity of work, required travel (if any), external market and internal value when determining a new employee's salary level. This position will research, collect, review and monitor financial data in order to build timely and accurate financial models that are able to increase company profit through enhancements of operational efficiencies and resource utilization.

Sacramento, CA30+ days ago

$43,680–$52,000

By ensuring accurate admissions, clear communication, and proactive financial guidance, you’ll help reduce billing issues, improve reimbursement rates, and create a more positive patient journey. At our healthcare facility, we believe that compassionate care extends beyond the bedside—it includes guiding patients and their families through the often-complex world of healthcare finances.

Sacramento, CA30+ days ago

Lead and manage the Accounts Payable team, fostering a culture of excellence, collaboration, and continuous improvement while overseeing day-to-day operations to ensure efficient workflows, accuracy and timeliness in invoice posting and payment processing, correct reporting, and compliant data management. Actual base salary will be determined by a variety of factors, including but not limited to, the scope of the role, relevant experience, job-related knowledge, education and training, key skills, and geographic market considerations.

Sacramento, CA30+ days ago

$40,000–$85,000

The role emphasizes education, professionalism, and ethical client engagement. Growth into education leadership, training, or management roles.

Roseville, CA12 days ago

$80,000–$120,000 Per Year

The Financial Analyst supports Program Management in coordinating and managing financial planning and control activities in accordance with contract requirements, including analysis of weekly and monthly actual costs incurred against budgeted, variance analysis, estimates to complete, preparation of Management Review Packages, and in some cases Earned Value Management (EVM). Kratos Unmanned Aerial Systems (KUAS), a division of Kratos Defense, is renowned for its expertise in developing, delivering, integrating, and supporting high-performance, cost-effective, jet-powered Unmanned Aerial Systems (Targets and Tactical).

Sacramento, California30+ days ago

Experienced CFO (or equivalent) with success in improving cash flow, obtaining bank loans, helping companies grow profitably, increasing company value, strategic planning and (with proper training) preparing a business to sell. B2B CFO offers a dynamic platform for seasoned financial professionals like you to excel in strategic business advisory and sell/buy services for privately held companies.

Sacramento, CA9 days ago

Under general direction plans, coordinates, and supervises the Sacramento County Office of Education's (SCOE) compensation and benefits operations; audits, plans, coordinates, and supervises payroll for participating county school districts and charter schools, including the collection and reporting of financial data; performs other duties as assigned. SCOE is one of 58 county offices of education in the State of California and plays a vital role in providing technical assistance, curriculum and instructional support, staff development, legal and financial advice, and oversight to school districts withinSacramento County.

Sacramento, CA24 days ago

$175,000–$185,000

Additionally, we implement a broad array of scattered-site, one-on-one supportive housing, and clinical case management programs through partnerships with developmental services, homeless services, veteran services, and health care sectors. Our Flexible Housing Pool (Flex Pool) is a systems-level model that aligns and deploys housing resources across healthcare, homelessness, and behavioral health systems to rapidly connect individuals to permanent housing.

Sacramento, CA30+ days ago

Remote

$120,000–$140,000 Per Year

The Program Director for Behavioral Support Services will be responsible for program design, development and implementation strategies, supervision and consultation of individual clients' service coordination, treatment plans and effective implementation approaches and interventions for the individuals we serve in our community-based supported living program. This position requires a Master's degree in a related discipline and benefits from one of the following certifications/licenses: Licensed Marriage & Family Therapist (LMFT); Licensed Professional Clinical Counselor (LPCC); Licensed Clinical Social Worker (LCSW); Board Certified Behavior Analyst (BCBCA) in the state of California.

Sacramento, CA30+ days ago

$177,777.60–$284,460.80 Per Year

Works with senior leadership to develop and establish short- and long-term strategic plans that complement system, operating unit or affiliate goals and initiatives, including business, operations, and/or organizational priorities. Develops and fosters a solid partnership with physicians, medical staff and Sutter Health leaders, care teams and other employees to facilitate and collaborate on initiatives, to resolve operational challenges and/or to improve processes.

Sacramento, CA26 days ago

Remote

Full-time

The Senior Financial Analyst – FP&A is a strategic finance partner to a complex, multi-faceted family of companies and collaborates directly with all levels of management to perform operational and benchmark analyses, build and interpret key financial metrics, forecast operating results, and support critical strategic and operating decisions.   . The largest of our subsidiaries, TDIC, is an insurance company founded in 1980 by a small group of California Dental Association members in response to skyrocketing malpractice premiums that impacted dentists’ ability to practice productively and patients’ ability to access care.

Sacramento, CA30+ days ago

$161,616–$258,585.60 Per Year

Manage people, cross-functional teams, and organizational dynamics while overseeing and prioritizing multiple projects simultaneously in a a dynamic and challenging environment while affecting change and achieving overall program success. Designs and coordinates an integrated clinical risk management program for Sutter Health, including identification and coordination of clinical loss prevention initiatives, and comprehensive loss prevention education program across the organization.

Roseville, CA30+ days ago

Full-time

Accountability, Accountability, Active Learning, Active Listening, Assertiveness, Bias, Building Rapport, Buyer Personas, Coaching, Complex Sales, Creativity, Critical Thinking, Cross-Functional Teamwork, Customer Experience Strategy, Customer Interactions, Design Thinking, Empathy, Financial Acumen, Follow-Through, Growth Mindset, Identifying Sales Opportunities, Industry Knowledge, Intellectual Curiosity (Inactive), Long Term Planning, Managing Ambiguity {+ 6 more}What We Can Offer You: This role is responsible for strengthening customer retention and generating new revenue by identifying key business events to introduce value-added services, aligning solutions with customer objectives, and collaborating with account teams and partners to ensure services are integrated into broader business plans and positioned effectively to meet customer needs.

Sacramento, CA18 days ago

$50–$100 Per Hour

Concorde Education is seeking a Business, Finance & Entrepreneurship Instructor to lead engaging, real-world after-school programs. Programs may focus on personal finance, entrepreneurship, or small business basics, depending on the site and learner group.

North Highlands, California30+ days ago

Rocklin, CA30+ days ago

Drive business growth by generating leads, coordinating appointments, and effectively marketing tailored products and services to meet diverse customer needs. Our agents are dedicated to promoting State Farm's premier insurance and financial service products, offering you the chance to become an integral part of a trusted brand.

New!

Sacramento, CA5 days ago

$120,100–$251,600 Per Year

Technically rigorous environment: Work alongside experienced engineers, automation specialists, and compliance teams in a rapidly scaling hyperscale cloud infrastructure, where disciplined execution and technical depth matter. As Senior Facilities Service Manager - Electrical , you will lead the onsite electrical service and maintenance team responsible for the safe, reliable, and disciplined execution of maintenance and troubleshooting activities across mission-critical power infrastructure.

Sacramento, CA10 days ago

Remote

$26–$35 Per Hour

Experience: You have direct and relevant industry experience in nationwide corporate transactions, including, but not limited to, formations, mergers, conversions, qualifications, amendments, withdraws, dissolutions, and document retrieval. Joining the Capitol Services team means working with a best-in-class, passionate team of professionals that truly cares about the work we do and the people we do it for.

Sacramento, CA30+ days ago

Remote

$80–$90 Per Hour

This role will lead complex system implementation efforts across loan servicing, capital markets, and investor/loan accounting functions while partnering with business, technology, and integration leaders to drive execution, manage risk, and maintain alignment across workstreams. We know that our consulting services are only as meaningful as the people and talent behind them, and we are committed to recruiting incredibly talented, committed, and collaborative individuals who can help us deliver exceptional client service.

Sacramento, CA9 days ago

$145,600–$167,400 Per Year

Guided by our mission to make the world's health data secure, accessible and actionable, we provide critical data solutions for organizations across the healthcare ecosystem - including providers, health plans, researchers, and life sciences companies. At Datavant our total rewards strategy powers a high-growth, high-performance, health technology company that rewards our employees for transforming health care through creating industry-defining data logistics products and services.

Dixon, California14 days ago

$90,805–$136,207 Per Year

As a fast-paced growing company with a unique business model, we seek candidates with strong, positive leadership ability so the Service team continues to be recognized by our customers as their Best Business Partner. We are seeking an individual who will excel in developing and maintaining valued customer relationships, creating opportunities that result in strong, steady, and sustainable business growth, and managing the Service team toward set goals.

Roseville, CA8 days ago

$19–$22.88 Per Hour

Collaborate with management and team members to communicate customer needs and special order material requests, enhancing product offerings and service delivery.* Responsibilities include a mix of sales counter duties and warehouse tasks, supported by modern sales systems and a commitment to maintaining an organized workspace. Depending on the role, associates may also be eligible for performance-based bonus programs, commissions, car allowance or automobile and fuel program, and reimbursement for travel expenses in accordance with company travel policy.

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Financial Services Jobs in Roseville, CA

Service Operations Manager (Commercial HVAC) Jobot

Lead Retail Customer Service Associate FedEx

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

Financial Analyst III, Financial Business Services Sutter Health

Financial Services Specialist – California All Financial Freedom

Account Executive – Financial Services Sage

Insurance and Financial Services Position - State Farm Team Member Peter Schiro - State Farm Agent

Entry Level Remote Financial Services Rep Primerica - Karina Mendoza

Financial Social Service Legacy Oaks of Sacramento Assisted Living and Memory Care

Financial Advisor Northwestern Mutual

Financial Advisor First Command Financial Services, Inc.

Financial Planning Associate Davis Family Financial LLC

Chief Financial Officer - VOA Northern California Northern Nevada Nonprofit HR

Sr Financial Analyst General Dynamics Ordnance & Tactical Systems

Financial Professional Golden Summit Wealth & Insurance Solutions a MassMutual Firm

Financial Representative Western & Southern Life

Tax Senior Associate, Private Client Services Baker Tilly Advisory Group, LP

Governmental Advisory Services Associate Eide Bailly LLP

Risk Advisory Services Principal Baker Tilly Advisory Group, LP

Financial Education Specialist All Financial Freedom

College Financial Representative, Internship Program Northwestern Mutual

Financial Programs Specialist All Financial Freedom

Senior Manager, Transactions Advisory Services Baker Tilly Advisory Group, LP

Director Financial Aid, $15k Sign-On Bonus Universal Technical Institute

Client Services Specialist All Financial Freedom

Chief Financial Officer Royal Electric

Financial Development Specialist – California All Financial Freedom

Health Services Administrator (RN) External Postings

Financial Analyst Stride, Inc.

Entry-Level Financial Counselor (Sacramento) Northern California Behavioral Health System

Manager, Accounting Services Serco

Financial Education Specialist – California All Financial Freedom

Financial Analyst II-III Kratos Defense

Fractional CFO B2Bcfo

Manager, Payroll Services Sacramento County Office of Education

Deputy Chief Program Officer, Housing Services Brilliant Corners

Program Director for Behavioral Support Services Strategies to Empower People Inc.

Director, Ambulatory Services Sutter Health

Senior Financial Analyst - FP&A California Dental Association

Director, Insurance Services Sutter Health

Services Sales Representative (West) Hewlett Packard Enterprise Company

Financial Literacy & Business Instructor (After School) Concorde Education

Customer Service Representative (Bilingual) Community Choice Financial Family of Brands

Customer Service Representative - State Farm Agent Team Member Scott Yuill - State Farm Agent

Senior Facilities Service Manager - Electrical Oracle

Corporate Client Service Specialist Capitol Services

Program Manager – Loan Servicing / Capital Markets Systems (Consulting) SolomonEdwards

Vice President, Service Delivery Datavant

Service Manager TEC Equipment, Inc.

Customer Service Associate Heritage Pool Supply Group

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