687 Results for

Financial Consultant Jobs in San Ramon, CA

Jobs

San Mateo, CA

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Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.

Investment Professionals' Compensation | Charles Schwab.

1 day ago

Milpitas, CA

$80–$100

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.
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.

6 days ago

San Jose, CA

This dual role involves optimizing technology configurations and driving technical product integration while simultaneously delivering customized consulting to align digital strategies with business objectives and championing the adoption of Northwestern Mutual’s technology suite.

The Technology Solutions & Support Consultant is an on-site position embedded within network offices nationwide, dedicated to advancing financial advisors' sales effectiveness and practice growth through innovative technology solutions.

2 days ago

Santa Clara, CA

Founded in 2019 and backed by KPMG, Workday Ventures, Dell Technologies, Venrock, Innovius Capital, Sentinel Global, NeoTribe Ventures, Engineering Capital, and Firebolt Ventures, we build AI Team Mates that drive intelligent automation by combining fine-grained analytical orchestration of a company's typical financial and audit workflows with conversational AI, delivering rapid value to the finance/audit back office. You will assist with everything from creating demo environments, writing demo scripts, running technical AI workshops, maintaining discovery framework documents to working closely with Product Management, Engineering, and Marketing to capture requirements for new products and features and align messaging cross-functionally.

1 day ago

Foster City, CA

$169,100–$270,800 / 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. Masters, MBA, JD, MD) or 2 years of work experience with a PhD Preferred Qualifications • 9 or more years of relevant work experience with a Bachelor Degree or 7 or more relevant years of experience with an Advanced Degree (e.g.

13 days ago

Foster City, CA

$180,600–$289,300 / year

Oversee and manage audits, compliance, and regulatory activities related to Cybersecurity, including FBA/FFIEC, Bank of England, other regulators, GLBA, SSAE16/ISAE3402, SOC 2, PCI-DSS, Sarbanes-Oxley (SOX), internal audits, ISO, NIST, COSO, COBIT, and customer/client inquiries. 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.

13 days ago

Foster City, CA

$180,600–$289,300 / year

The ideal candidate is a strong security engineer and problem solver with deep experience in Python‑based services, cloud security engineering, API‑driven architectures, and automation, and who is excited to apply GenAI and autonomous agent technologies to modern security challenges. Visa’s Cyber Security team is seeking a Cyber Security Engineer to design, build, and operate large‑scale, cloud‑native and AI‑driven security platforms that protect Visa’s global brand, networks, products, and data.

13 days ago

Foster City, CA

$169,100–$270,800 / year

You will work on innovative solutions that combine deep technical expertise with AI/ML capabilities to enhance developer productivity, improve customer experiences, and drive next-generation commercial payment and money movement technology for B2B, B2C, P2P, and G2C flows. 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.

6 days ago

Milpitas, CA

$60–$65 / hour
Full time

span style="background:#fcfcfc">All employment decisions at Epik are based on business needs, job requirements and individual qualifications and merit, without regard to race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, membership in an employee organization, parental status, military service, or any other status protected by applicable law or regulations..

We are seeking an experienced SAP Revenue Accounting and Reporting (RAR) Consultant to support, maintain, and enhance SAP RAR solutions while participating in ongoing implementation initiatives.

6 days ago

Los Altos, CA

$54,634–$85,853 / year

p>BRIEF POSITION SUMMARY:

Key Account Sales Consultant Public Sector (KPS) is critical to driving MSC's Public Sector market position and achieve revenue and profit growth within Public Sector Mid/Large Market customers ($200,000-$5,000,000 potential).

KPS role is required to build key customer relationships, identify business opportunities within Public Sector Vertical, negotiates and closes business deals and maintain extensive knowledge of current market conditions.

10 days ago

Walnut Creek, CA

Youll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management.

Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing.

30+ days ago

San Francisco, CA

You'll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management.

Strong candidates will also gain experience updating and compiling client information through Schwab's internal customer relationship management (CRM) tool.

13 days ago

San Mateo, CA

You'll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management.

Strong candidates will also gain experience updating and compiling client information through Schwab's internal customer relationship management (CRM) tool.

13 days ago

Sunnyvale, CA

Remote

$90–$100 / hour

strong>Most recently, we were recognized Stevie Employer of the Year 2025, SIA Best Staffing Firm to work for 2025, Inc 5000 Best Workspaces in US (2025 & 2024) and Glassdoor's Best Places to Work (2023 & 2022)!. Primary Skills: SQL (Advanced), Data Analysis (Advanced), AI Tools (Intermediate), Cloud Revenue (Advanced), Financial Modeling (Intermediate), Contract Type: W2 Contract .

4 days ago

Sunnyvale, CA

$65–$70 / hour

You can access our privacy policy here. By applying to our jobs, you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners.

30+ days ago

San Francisco, CA

li>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.

7 days ago

Sunnyvale, CA

p>Preferred Qualifications: • Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations • 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.

Openness to manage wealth on behalf of our clients including: • Retirement Planning • Education Planning • Investment Management • Banking & Lending Management • Insurance & Risk Management • Estate Planning.

30+ days ago

Menlo Park, CA

18 days ago

Milpitas, CA

30+ days ago

Pleasanton, CA

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. We offer a competitive benefits package that takes care of the whole you - both today and in the future: Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing.

30+ days ago

Fremont, CA

13 days ago

San Mateo, CA

28 days ago

Sunnyvale, CA

$65–$70 / hour
Full time

Good experience in Workday integration, Workday report development, testing and validation Leads and manages the functional process design, release management Our client is a leading IT industry , and we are currently interviewing to fill this and other similar contract positions. Key Requirements and Technology Experience: Key skills: Workday Financial Experience, Account Center Workday Financial Experience Hands on Accounting center implementation experience.

7 days ago

Palo Alto, California

Remote

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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.

6 days ago

Pleasanton, CA

Part time

Your in-depth financial knowledge and proven track record of at least 6 months in independent Fractional CFO consulting work will be essential in driving financial growth and success for our clients.

Excellent communication and presentation skills, with the ability to convey complex financial information to non-financial stakeholders.

30+ days ago

San Francisco, CA

$55.71–$60.71 / hour

Our client, a IT Services and Consulting company, is looking for a Oracle EPM / Financial Planning Applications Consultant for their San Francisco, CA/Hybrid location. Ability to support periodic patch management, testing, defect triage, and performance tuning.

25 days ago

San Francisco, CA

Remote

$4,001–$6,300

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About this role.

11 days ago

San Francisco, CA

$55.71–$60.71 / hour

li>Referral Program. Why Should You Apply?

Health Benefits.

27 days ago

$126,000–$154,000 / year

Our team is comprised of customer strategy experts, Salesforce-certified experts across all Salesforce capabilities, industry experts, organizational and cultural change consultants, and project delivery leaders. From strategy through delivery, our agile teams across 52 offices in 12 countries collaborate with clients to bring powerful customer experiences, innovative ways of working, and new products and services to life.

30+ days ago

Walnut Creek, CA

As top tier professionals dedicated to solving our clients health and welfare insurance challenges, Alliant team members deliver an unrivaled depth of service, and our unique approach enables us to help clients stay resilient and turn change into opportunity. As one of the 5 largest insurance brokerage firms in the U.S., Alliant provides property and casualty, workers compensation, employee benefits, surety, and financial products and services to clients nationwide.

17 days ago

Palo Alto, California

p style="min-height:1.5em">We are building an AI-native platform for financial statement audit — one where an AI agent reads an audit workpaper, identifies the relevant assertions, evaluates evidence quality, flags potential misstatements, and generates GAAS-defensible documentation. system parses uploaded audit workpapers and makes decisions: which procedures address which assertions, what constitutes sufficient appropriate evidence, and where a potential misstatement exists.

30+ days ago

San Francisco, CA

Remote

$4,001–$6,300

p style="margin:0px 0px 0.75rem;padding:0px">If you have worked in any of the following, you already have what it takes:

Backgrounds that convert fast in this role

Real estate sales

Mortgage / lending

Auto sales

Telecom / wireless sales

B2B / SaaS sales

Timeshare / vacation sales

Solar / home services

Any commission-based role

What you will be doing.
Your current sales job
Capped + commute
Quota ceiling.
11 days ago

Mountain View, CA

Remote

$75–$85 / hour

You will work at the intersection of finance, data, and operations-partnering closely with FP&A, accounting, and business stakeholders to analyze cost drivers, investigate variances, and enhance reporting capabilities across a complex and evolving environment. Trusted by Fortune 100 companies and emerging disruptors alike, we challenge conventional ways of working, drive growth, and pave the way for long-term success through bold innovation and fearless collaboration.

18 days ago

Livermore, CA

$25.38–$27.60 / hour

p>Job Summary:

This role is a front-line member facing position that handles daily financial transactions, analyzes member's needs, performs consultative selling for our financial products, and ensures a smooth onboarding and membership experience.

Deposit Services: Safe deposit boxes, direct deposits and payroll distributions, ATM/check card orders, pin numbers, and notary services.

30+ days ago

San Francisco, CA

Deliver banking implementation engagements (requirements, design, test, deployment, etc.), including managing specific project workstreams (scope and schedule) and junior team members, as well as client requests and deliverables. Have relevant experience with large scale transformations and business engagement/client facing skills in addition to the ability to demonstrate successful service quality and experience managing junior resources.

30+ days ago

Mountain View, CA

li>

Lead, coach, and advise a small project team (depending upon the structure of a project) to design, set-up, test, and deploy Oracle Financial Accounting Hub solutions and ensure that all the pieces work together in an integrated environment; understand and apply Oracle methodologies. Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Interactive, Technology and Operations services-all powered by the world's largest network of Advanced Technology and Intelligent Operations centers.

25 days ago

San Jose, CA

p>• Own and manage end-to-end statutory direct tax and indirect tax compliance in India including Income Tax, GST, TDS, advance tax, transfer pricing coordination and statutory disclosures.

• Collaborate closely with global accounting, tax, payroll, legal and business teams to support business initiatives, manage tax risks and ensure alignment with group policies.

30+ days ago

$105,400–$207,800 / year

The team works closely with clients at every stage of their journey, helping them navigate challenges, avoid financial pitfalls, and implement practical solutions before, during, and after major transformational projects or transactions creating long-term, measurable impact. We offer comprehensive end-to-end support and advisory services, covering areas such as valuation modeling, cost optimization, restructuring, business design and transformation, infrastructure and real estate, mergers and acquisitions (M&A), and sustainability.

26 days ago

San Francisco, CA

The work: While there will never be a typical day at Accenture Song, weve highlighted a few of your exciting responsibilities: Help clients transform and optimize their CRM, sales, quoting experience, and pricing strategies. Our capabilities span ideation to execution: growth, product and experience design; technology and experience platforms; creative, media and marketing strategy; and campaign, content and channel orchestration.

30+ days ago

$167,000–$203,000 / year

Our team is comprised of customer strategy experts, Salesforce-certified experts across all Salesforce capabilities, industry experts, organizational and cultural change consultants, and project delivery leaders. We are passionate about and dedicated to building a diverse and inclusive team, recognizing that diverse team members who are celebrated for bringing their authentic selves to their work build solutions that reach more diverse populations in innovative and impactful ways.

30+ days ago

SF, CA

Remote

p style="line-height:normal">American Beacon Partners, formerly known as Resolute Investment Managers, is a diversified asset management platform with affiliated and independent partnerships with more than 30 investment managers. They cultivate relationships and drive sales for financial products like SMAs, mutual funds, private funds, and exchange-traded funds (ETFs) by using a mix of phone and virtual interactions with financial advisors, in addition to in-person meetings.

23 days ago

San Francisco, California

li>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. Please see the ten reasons we excel at training CFO Consultants at https://www.b2bcfo.com/careers.

11 days ago

San Francisco, CA

$160,000–$180,000 / year

Major Responsibilities Serves as a trusted advisor providing Pharmacy thought leadership for Employee Benefits at a regional level Drives sales and revenue growth by expanding current client relationships and new client opportunities in the mid and large employer market space through RFP participation, onsite or video presentation and one on one consultation Communicates strategic and tactical up-to-date pharmacy business initiatives and solutions in a way that allows clients to understand the impacts to their strategy and their employees Partners with, trains and develops HUB financial consultants, producers and account management personnel to understand and present key Pharmacy findings and solutions Provides detailed pharmacy analysis(es) working with the HUB analytics platform along with various partners and PBM's decision support tools to justify the election of the appropriate pharmacy solution Provides proactive topical pharmacy communication(s) to HUB internal staff and external clients through a variety of methods including regional or local webinars and seminars Represents the National Pharmacy Practice in various strategic business initiatives as appropriate Contributes to National Pharmacy Practice team as a collaborative partner and subject matter expert Assists in the development of the Pharmacy "practice" and helps to implement appropriate changes to our solutions and service(s) to improve client results Basic Qualifications BS Pharmacy or PharmD is valued but not required 5+ years' experience in the Employee Benefits and/or Pharmacy industry working directly with upper mid and large employer market space (500+ employees) and employee benefits consultants Prior Employee Benefits brokerage experience preferred 3+ years of financial, clinical or strategic advising in the pharmacy benefit manager (PBM) marketplace with established relationships with PBM's and other appropriate pharmacy vendors Comprehensive knowledge of both current and emerging client-focused pharmacy solutions Proven ability to exceed expectations and achieve sales goals Excellent presentation and communication skills Strong analytical and critical thinking skills Strong organization skills with the ability to prioritize in a dynamic environment * Self-motivated with a strong "can do" attitude The expected salary range for this position is $160,000-$180,000 depending on geographical location and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. About HUB International Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services.

30+ days ago

San Jose, CA

p>Mobilityâfrequent use of a computer and sitting for long periods; occasional walking, standing, pushing, pulling, bending; Liftingâfrequently 5 pounds or less; occasionally 5 to 30 pounds; Visualâconstant use of overall vision and reading/close-up work; moderate use of eye/hand coordination; occasional use of depth perception and peripheral vision; Hearing/Talkingâfrequent hearing of normal speech, hearing/talking on the telephone, talking in person; Emotional/Psychologicalâfrequent decision making, concentration, and public contact; Special Requirements--may occasionally require working nights and weekends; may occasionally require travel; Environmentalâconstant work in an indoor office environment; occasional exposure to varied outdoor weather conditions.

Plan, organize, supervise and direct the complex financial activities in a retirement organization; understand, interpret and apply complex legislation and regulations pertaining to public employee retirement; develop and implement complex accounting systems and financial controls; prepare and interpret various accounting statements and other financial records and reports; gather and analyze complex financial data; establish and maintain effective working relationships with County officials, employees, the general public and others.

30+ days ago

Burlingame, California

Remote

li>Click here for a story about how we are helping our employee’s payback their student loan debt(opens in a new tab) .

6 days ago

Sunnyvale, CA

You'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing.

27 days ago

Mountain View, CA

Services include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.

30+ days ago

San Francisco, California

Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. • 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.

30+ days ago

San Francisco, California

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The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions.

As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.

30+ days ago

Sunnyvale, CA

Develop and advocate financial models and business cases for proposed strategic projects and New Product Introduction (NPI) programs across Cloud Supply Chain (CSCO), collaborating closely with finance and cross-functional teams to ensure accurate cost identification and requirements planning. Experience with light development or scripting (e.g., Python, SQL, Google Workspace Script) to manipulate data and automate workflows, with an understanding of or exposure to API integrations and agentic AI frameworks (e.g., LangChain, Vertex AI, or similar orchestration tools).

30+ days ago

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Financial Consultant Jobs in San Ramon, CA

VP, Financial Consultant- San Mateo, CA Charles Schwab

Interim Cost Accounting and Manufacturing Finance Consultant Vaco LLC

Field Technology Solutions & Support Consultant II Northwestern Mutual

Senior Solutions Consultant (Pre-sales) Auditoria.AI

Data Engineer - Sr. Consultant level Visa Technology and Operations LLC

Cyber Security Engineer - Sr. Consultant level - Regulatory, Audit, & Compliance Visa Technology and Operations LLC

Cyber Security Engineer - Sr. Consultant level Visa Technology and Operations LLC

Software Engineer - Sr Consultant level Visa Technology and Operations LLC

SAP RAR Consultant (Support, Maintenance & Implementation) - Dallas/Austin, TX/Milpitas, CA Epik Solutions

Sls Consultant, Public Sector Key Account MSC

Financial Consultant Partner Walnut Creek, CA The Charles Schwab Corp

Financial Consultant Partner San Francisco West Portal, CA The Charles Schwab Corp

Financial Consultant Partner San Mateo, CA The Charles Schwab Corp

Sr. Financial Consultant : 26-01834 Akraya, Inc.

Workday Financial Consultant - Accounting Center Pyramid Consulting, Inc

VP, Financial Consultant San Francisco, CA The Charles Schwab Corp

VP, Financial Consultant Sunnyvale, CA The Charles Schwab Corp

VP, Financial Consultant Menlo Park, CA The Charles Schwab Corp

VP, Financial Consultant San Jose, CA The Charles Schwab Corp

VP, Financial Consultant Pleasanton, CA The Charles Schwab Corp

VP, Financial Consultant Fremont, CA The Charles Schwab Corp

VP, Financial Consultant San Mateo, CA The Charles Schwab Corp

Workday Financial Consultant - Accounting Center Pyramid, Inc

Financial Consultant - Palo Alto, CA Fidelity

Fractional CFO (Consultant) LTD Global

Oracle EPM / Financial Planning Applications Consultant Iconma

Remote Sales Consultant – Financial Services Nexera

About this role.

Oracle EPM / Financial Planning Applications Consultant ICONMA, LLC

Salesforce Financial Services Cloud Consultant- Enterprise Slalom Inc

Financial & Underwriting Consultant - Employee Benefits Alliant Insurance Services, Inc.

Financial Audit Consultant Nace AI

Financial Sales Consultant($100k+, Training provided) Nexera

What you will be doing. Your current sales jobCapped + commuteQuota ceiling.Quick Apply11 days ago

Financial Close & Reporting Consultant Resources Connection Inc

Financial Services Consultant 1 Sandia Laboratory Federal Credit Union

Sales Transformation Consultant - Manager Financial Services Accenture Plc

Oracle Financial Accounting Hub Consultant Accenture Plc

Financial Lead Consultant Advantest Corp

Mergers and Acquisitions Financial Due Diligence Senior Consultant Deloitte Touche Tohmatsu Ltd

CPQ Consultant - Financial Services Accenture Plc

Salesforce Financial Services Cloud Senior Consultant- Enterprise Slalom Inc

Regional Advisor Consultant, Sales - West Region (Hybrid Wholesaler) (DBA) American Beacon Partners

Fractional CFO B2Bcfo

Pharmacy Consultant Hub International Ltd

Retirement Financial Officer San Joaquin County

Planning Consultant - Burlingame, CA Fidelity

Investment Consultant Sunnyvale, CA The Charles Schwab Corp

Personal Financial Counselor; Moffett Federal Airfield, CA Magellan Health Inc

Investment Consultant - Relationship Manager Morgan Stanley

Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - San Francisco Merrill Office Bank of America

Program Manager III, Financial Analysis and Operations, Cloud Supply Chain Google LLC

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What you will be doing.
Your current sales job
Capped + commute
Quota ceiling.
11 days ago