UNKNOWN

ADAPTED_NOW

Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

The Charles Schwab Corporation is a leading provider of financial services, with more than 300 offices. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Named "Highest in Investor Satisfaction with Self-Directed Services" by J.D. Power and Associates in 2009, its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member <a href="http://www.sipc.org/" target="_blank">SIPC</a>) affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services. The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. To meet the needs of our clients, we are actively recruiting people with the desire, drive and creativity to find solutions that help meet our clients' needs; who want the chance to learn, grow with the company and explore their career opportunities; who will strive for excellence in achieving our clients' and our company's goals; who have the highest ethical standards - individuals who take pride in making a difference in people's lives.

Charles Schwab

VP, Financial Consultant- San Jose, CA

TMP PX

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. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals.

VP, Financial Consultant- Rancho Bernardo, CA

VP, Financial Consultant - Menlo Park, CA

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/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, as well as other business and organizational needs.

Vaco provides expert consulting, permanent placement, executive search and strategic stafﬁng for companies around the world, in the areas of accounting, ﬁnance, technology, healthcare, operations, administration and more. As a premier talent solutions ﬁrm, Vaco connects people to their dream jobs and helps leading companies ﬁnd talent to grow their business. Since its founding in 2002, Vaco has grown to more than 35 ofﬁces across the globe, 700+ employees, more than 3,000 consultants and $450M in revenue. Vaco has been named to Inc. magazine’s list of the fastest-growing private companies for past 11 years and is dedicated to developing long-term relationships, life-long careers and creative client solutions.

Vaco LLC

Sr. Financial Analyst Consultant

FULL_TIME

YEAR

Preferred: strong knowledge of Kaiser IT and business processes and the ability to navigate enterprise structures; experience applying Rules of Flow and/or Theory of Constraints to improve throughput; Applying Strategic Project Leadership (SPL), and experience supporting governance bodies and structuring programs for effectiveness. Job Summary: This senior level employee is primarily responsible for determining program budgets, creating project management methodology based on expertise, managing overall pursuits and projects, leading departmental or cross-functional teams.

Trispark Inc. is a Texas-based IT, Engineering, Healthcare Staffing and Emerging Technology Solutions company helping organizations build high-performing technology teams and accelerate digital transformation.  Our Core Capabilities • IT Staffing: Contract, Contract-to-Hire, Direct Hire &amp; SOW • Software Development &amp; Engineering • Cloud &amp; DevOps • Data Engineering &amp; Analytics • AI/ML, Generative AI &amp; Agentic AI • RPA &amp; Intelligent Automation • Enterprise Applications &amp; IT Consulting • Cybersecurity &amp; Technology Infrastructure • Cross-Border Technology Workforce Solutions This is a 12+ months extandable contract opportunity with one of our fortune 500 Clients.

Trispark Inc.

Principal Project Management Consultant

Unlike traditional organizations driven by aggressive expansion or short-term production goals, this firm takes a thoughtful approach to growth, focusing on experienced advisors and successful teams who value independence, collaboration, and the opportunity to build something meaningful over time. As the organization continues expanding its national presence, we are interested in connecting with established Financial Advisors, Private Wealth Advisors, and Wealth Management Teams who may be curious about opportunities for greater autonomy, resources, and long-term career growth.

Jobot is on a mission to connect good people with good jobs. By combining AI-powered technology with the expertise of Jobot Pros, our experienced recruiters, we help you find career opportunities that align with your goals and values.
Founded in 2018 and employee-owned since 2024, Jobot is committed to fostering a culture of kindness, respect, innovation, and connection.  As an industry leader, we’ve been recognized as a top workplace by Forbes, Fortune, USA Today, and Staffing Industry Analysts (SIA).
Ready to find a good job? Create your profile today at Jobot.com 🤖

Jobot

Senior Financial Advisor / Private Wealth Advisor

Passionate about your local community and excited to work with Intuit to engage with and build Intuit’s presence in your local community (e.g., speaking at events, building a local and online social presence, creating content such as tax tips and educational videos). Intuit is seeking highly motivated individuals to join our dynamic team as dedicated year-round TurboTax Retail Experts in one of our TurboTax Retail or Flagship locations across the United States.

HOUR

Intuit

Tax Consultant - Retail

Senior Tax Consultant - Retail

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. The successful consultant will bring a strong strategic-finance background, the ability to build practical financial infrastructure, and experience supporting businesses with significant project-development and financing needs.

Fractional CFO

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. Key Responsibilities Lead the preparation of external filings and internal reports, such as the 10-Q, 10-K, 8-K, and Earnings Release, ensuring financial statements and footnotes are presented in accordance with U.S. GAAP and SEC guidelines.

SEC Reporting / Technical Accounting Consultant

SEC Reporting Consultant

TEMPORARY

CONTRACTOR

POSTING_API

Compiles, studies and maintains rate, revenue, load and customer data to assess the effectiveness of current tariff schedules and rules, and develops proposals to change the organization's existing rates and rules. Maintains and enhances rate analysis tools and internal calculators for the team, ensuring efficient and accurate analysis capabilities.

Since 1991, Collabera has been a leading provider of IT staffing solutions and services. We are known for providing the best staffing experience and taking great care of our clients and employees.
 
Our client-centric model provides focus, commitment and a dedicated team to help our clients achieve their business objectives. For consultants and employees, we offer an enriching experience that promotes career growth and lifelong learning. 
The Collabera Way represents our fundamentals beliefs and is founded on the following building blocks:

Collabera

Specialized Business Consultant III

Financial Support: Training subsidy available for eligible candidates during early stages • Resources & Tools: Access to experienced professionals and institutional knowledge, proven best practices, along with sales, prospecting, and marketing tools to help you attract and retain clients through web, social, and email content. Agents receive payments equal to the positive balance on the Agent's Ledger after the credits and debits are applied, except that Agents operating under an Introductory (PTAS) Contract who fail to sell enough to trigger a full-time agent’s contract will be paid first year commissions on any sales made in a lump sum at the end of their PTAS Contract period.

New York Life - Roseville

Financial Advisor

WizeHire

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. Summary: The Program Manager is a key leader responsible for managing all new project requests containing technology, evaluating and prioritizing them before they consume funds or resource capacity.

Program Manager, EPMO Demand Management

Through coordination and cooperative efforts, communicate and review client technical roadmaps to product centers and ensure there is a transparent path to 1) allow TRUMPF Huettinger development projects and new technical concepts to hit windows of opportunity and 2) consistently meet the client’s technical objectives and expectations. Working in conjunction with the Trumpf Huettinger sales team and R&D departments of the product centers, as technical advisor and product advocate, the Applications Engineer must be able to identify and provide reliable solutions for all technical issues to assure complete customer satisfaction through all stages of the sales process.

"Trusting in brave ideas" - this is our promise to everyone who works for us. As a family business, we decide long-term and provide our people with the trust and stability needed to bring their ideas to fruition, even the unconventional ones. Being a market and technology leader in machine tools and lasers, we courageously shape the networked manufacturing of tomorrow, meeting every challenge with bold, fresh thinking.

We offer our customers innovative, high-quality products as well as solutions to their problems in the areas of sheet metal processing, laser-based production processes, electronic applications and hospital equipment. TRUMPF is a leading global high-technology company and produces machine tools, lasers and electronics for industrial applications. Our technologies are used in the manufacture of the most diverse products, from vehicles, building technology and mobile devices to state-of-the-art power and data storage. As an independent, family-owned company we think and act long-term, and this is why we have been a guarantor of innovations for many decades now.

Trumpf

Applications Engineer

Vonq - Trumpf

Experience with cybersecurity operations, vulnerability management, endpoint security, or IT asset management. Strong knowledge of project management methodologies including Agile, Waterfall, and Hybrid delivery models.

Axelon

(IT PSP) IT Project Manager III

FEED

Lennar is one of the nation's leading homebuilders, dedicated to making an impact and creating an extraordinary experience for their Homeowners, Communities, and Associates by building quality homes and providing exceptional customer service, giving back to the communities in which we work and live in, and fostering a culture of opportunity and growth for our Associates throughout their career. May require the ability to work more than eight hours per day in the confined quarters of a construction trailer, the ability to operate a motor vehicle, read plans, climb stairs and ladders, bend, stoop, reach, lift, move and/or carry equipment which may be in excess of 50 pounds.

Lennar Homes

New Home Consultant

This is an opportunity to lead complex Healthcare and Life Sciences projects valued at $10M+ , managing the project from preconstruction through closeout while partnering closely with owners, architects, subcontractors, and internal project teams. The company specializes in complex commercial construction across Healthcare, Life Sciences, Higher Education, Senior Living, and other commercial markets , with Healthcare and Life Sciences representing some of its strongest areas of expertise.

Michael Page USA

Project Manager - Healthcare / Life Sciences

Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create new opportunities, and our sustained growth and expertise in industries like real estate, entertainment and media, private equity and venture capital, and high-tech help build sustainable businesses and expand our associates' potential for career advancement. Help assist the Financial Consultant to create, maintain, and implement business plans designed to identify revenue growth opportunities for new and existing clients.

East West Bancorp Inc

Financial Consultant Associate

They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. US only: Successfully completed Financial Industry Regulatory Authority (FINRA) Series 7 and 66 (or 63 and 65) examinations (or FINRA recognized equivalents) sufficient to qualify for immediate FINRA registration.

We believe in our vision and values just as strongly today as we did the first time we put them on paper more than 20 years ago. Staying true to them will guide us toward continued growth and success for decades to come. As you read more about our vision and values, you will learn about who we are, where we’re headed and how every Wells Fargo team member can help us get there.

Financial Consultant Jobs in California

VP, Financial Consultant- San Jose, CA Charles Schwab

VP, Financial Consultant- Rancho Bernardo, CA Charles Schwab

VP, Financial Consultant - Menlo Park, CA Charles Schwab

Sr. Financial Analyst Consultant Vaco LLC

Principal Project Management Consultant Trispark Inc.

Senior Financial Advisor / Private Wealth Advisor Jobot

Tax Consultant - Retail Intuit

Senior Tax Consultant - Retail Intuit

Fractional CFO Vaco LLC

SEC Reporting / Technical Accounting Consultant Vaco LLC

SEC Reporting Consultant Vaco LLC

Specialized Business Consultant III Collabera

Financial Advisor New York Life - Roseville

Program Manager, EPMO Demand Management Jobot

Applications Engineer Trumpf

(IT PSP) IT Project Manager III Axelon

New Home Consultant Lennar Homes

Project Manager - Healthcare / Life Sciences Michael Page USA

Financial Consultant Associate East West Bancorp Inc

Financial Consultant Wells Fargo Bank

Similar Job Searches

Stand out to leading employers.