Financial Services Representative MONTERRA CREDIT UNIONFinancial Services RepresentativeRedwood City, CA$20–$22 / hourResponsible 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.
NewPatient Service Representative – ACC Call Center (Hybrid) JobotPatient Service Representative – ACC Call Center (Hybrid)San Francisco, CA$21–$24 / hourConsistently ranked among the nation's best hospitals, particularly recognized for excellence in neurology and neurosurgery; cancer care; heart care; diabetes; ear, nose and throat care; and psychiatry and psychology, among other 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.
NewCommercial Sales Representative - Title Insurance - CA Pernini Recruiting CompanyCommercial Sales Representative - Title Insurance - CASan Francisco, CA$100,000–$150,000 / yearOur client, a leading financial services company and one of the nation’s premier providers of title insurance and real estate transaction services, is seeking a Commercial Sales Representative with deep local market knowledge and strong San Francisco connections to drive mid-to-large commercial transactions. This opportunity offers substantial earning potential, uncapped commissions, and the ability to build long-term client relationships in an underserved and highly competitive market.
Outside Sales Representative Sunstate EquipmentOutside Sales RepresentativeOakland, CA$85,000–$105,000 / yearPlus, with benefits like Baby Bonding, My Holiday vacation time, and discounts on everything from movie tickets to cell phone bills, we're constantly evolving our resources to provide our people with tools to make their lives easier! We are working hard to challenge the typical ways of business and develop an environment where our employees feel safe, comfortable, and look forward to coming to work.
Relationship Manager - Wealth Management Kforce Inc.Relationship Manager - Wealth ManagementSan Francisco, CA$130,000–$135,000Active 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.
College Financial Representative, Internship Program Northwestern MutualCollege Financial Representative, Internship ProgramWalnut Creek, California$500–$1,000 / yearInternOur 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.
Licensed Financial Representative AmplifyLicensed Financial RepresentativeSan Francisco, CARemote$50,000–$200,000This role is ideal for highly motivated sales professionals who thrive in a performance-driven environment, enjoy helping clients achieve their financial goals, and are excited about combining technology, finance, and relationship-based selling. Amplify provides a pipeline of qualified inbound opportunities, allowing you to focus on what you do best: educating clients, building relationships, and helping customers make informed financial decisions.
NewFinancial Representative Entry Level San FranciscoFinancial Representative Entry LevelSan Francisco, CaliforniaBeyond our office, we invest in the communities we serve—supporting local initiatives, funding advisor-led impact programs, and engaging through dedicated field advisory councils that represent and advocate for diverse voices. Industry Awards DEI Finalist, the Gen Impact Awards Top 3 Diversity & Inclusion Council recognition, the 2024 Northwestern Mutual Diversity & Inclusion Excellence Team Award, and Forbes’ Best-In-State Top Financial Security Professionals list.
Financial Sales Representative Hire Up Staffing ServicesFinancial Sales RepresentativeSan Jose, CAThis role focuses on opening new accounts, building strong customer relationships, identifying financial needs, and achieving individual and branch sales goals. The Financial Sales Representative (FSR) is responsible for selling the banks products and services to both existing clients and new prospects.
Field Sales Representative II, Financial Services Google LLCField Sales Representative II, Financial ServicesSan Francisco, CADevelop and implement sales strategies to surpass revenue targets and build trusted, consultative relationships with customers, while leveraging emerging technology trends, market analysis, and knowledge of cloud solutions to showcase how Google Cloud can transform customers" business. As part of an entrepreneurial team in this rapidly growing business, you will play a key role in understanding the needs of our customers and help shape the future of businesses of all sizes use technology to connect with customers, employees and partners.
Financial Sales Representative I Citizens Business BankFinancial Sales Representative ISan Mateo, CA$20–$22.12 / hourThe FSR is responsible for the new accounts function of the Business Financial Center, identifies sales opportunities, makes appropriate referrals and meets or exceeds personal sales goals and achieves banks cross-sales goals. The FSR is responsible for retaining and developing good commercial business relationships that lead to business checking accounts and other service products offered by the Bank.
Financial Advisor Northwestern MutualFinancial AdvisorWalnut Creek, California$61,000–$250,000 / yearFull timeNorthwestern 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.
Financial Advisor San Francisco Federal Credit UnionFinancial AdvisorSan Francisco, CAWith an "A" health rating and solid year-over-year growth, San Francisco Federal Credit Union's (SFFedCU) membership is now over 43,000 with assets surpassing $1.3 billion and branches located in San Francisco and San Mateo County. A Financial Advisor acts as a dedicated representative assigned to a specific branch (or multiple branches) to deliver Non-Deposit Investment Products (NDIPs) and services to the branch members and prospective member base.
Financial Advisor II Patelco Credit UnionFinancial Advisor IISan Mateo, CAThis 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.
Financial Planner Career Changer Opportunity San FranciscoFinancial Planner Career Changer OpportunitySan Francisco, CaliforniaIndustry Awards DEI Finalist, Gen Impact Awards Top 3 Diversity & Inclusion Council recognition, the 2024 Northwestern Mutual Diversity & Inclusion Excellence Team Award, and Forbes’ Best-In-State Top Financial Security Professionals list, alongside the prestigious APEX Award from Training Magazine for our innovative, data-driven training programs. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Financial Analyst, Cloud Finance Google LLCFinancial Analyst, Cloud FinanceSunnyvale, CAPartner with stakeholders across Sales, Product, BD, and Controllership as a trusted strategic advisor and financial thought leader, influencing executive decision-making and ensuring alignment between functional roadmaps and corporate financial targets. As a key partner to the Engineering, Supply Chain, Demand Planning, Product, GTM Sales and Services organizations, you will provide the financial and strategic insight necessary to scale global footprint and lead the AI revolution.
Financial Planning Consultant (Walnut Creek, CA) Raymond James Financial IncFinancial Planning Consultant (Walnut Creek, CA)Walnut Creek, CA$70,304–$100,000 / yearUnder limited supervision uses specialized knowledge and skills obtained through experience, specialized training or certification to serve as a resource to Financial Advisors and their clients regarding overall financial planning issues which may include portfolio design, income tax consulting, retirement planning, qualified retirement plans, risk management, estate planning, education funding, and small business planning. s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA).
CFO Ledgent Finance & AccountingCFOFremont, California$340,000–$390,000This role requires a strong operational mindset, particularly within warehouse and multi-site environments, and the ability to build meaningful internal and external partnerships. This leader will be a key partner to the CEO and executive team, driving financial strategy while remaining deeply engaged in day-to-day operations.
Senior Financial Advisor CoreTechsSenior Financial AdvisorSanta Clara, CA$140,000–$200,000 / yearKnowledge: Deep experience with at least one of our niches: highly comped tech employees (RSU/ISO/NSO), complex small business planning, or high-touch retirement distribution strategies. Since our founding in 2022, we have maintained a high-growth trajectory by providing personalized planning and wealth management to three niches: Tech Professionals (Equity/RSU/ISO planning), Small Business Owners, Retirees.
Associate Financial Advisor Northern Trust CorpAssociate Financial AdvisorSan Francisco, CA$85,330–$145,130 / yearThe AFA will work with NTSI Capital Markets, Northern Trust Asset Management, and many Third-Party Asset Managers to develop expertise and knowledge to provide best in class execution and investment advice. Northern Trust is proud to provide innovative financial services and guidance to the world's most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity.
Associate Financial Advisor (Foster City) SummitryAssociate Financial Advisor (Foster City)Foster City, CA$85,000–$115,000 / yearThe Associate Financial Advisor (AFA) is a client-facing advisor-in-training role responsible for managing and growing relationships, while building the technical and advisory skills required to become a Financial Advisor. Join an innovative and collaborative team dedicated to becoming the most admirable advisory firm, helping families thrive amid the unique opportunities and challenges of life in the Bay Area.
Lead, Financial Analyst TaskRabbit IncLead, Financial AnalystCA$128,000–$155,000 / yearAbout the Role: Taskrabbit is looking for a Lead Financial Analyst to join our FP&A team - someone who combines sharp financial instincts with the interpersonal skills to influence a fast-moving organization. About Taskrabbit: Taskrabbit is a marketplace platform that conveniently connects people with Taskers to handle everyday home to-do's, such as furniture assembly, handyman work, moving help, and much more.
Licensed Financial Advisor Opportunities Valued Merchant ServicesLicensed Financial Advisor OpportunitiesSan Francisco, CAFull timeWe are conducting a confidential search on behalf of a premier global investment banking and wealth management firm seeking experienced Financial Advisors with approximately $25M-$50M in transferable assets under management (AUM) . Whether you're looking to transition your existing practice or build alongside a senior advisor, this firm offers multiple pathways for experienced professionals committed to delivering exceptional client outcomes.
Sales Representative Entry Level Walnut Creek - Northwestern MutualSales Representative Entry LevelWalnut Creek, CAPrior Experience: First starting as an intern at Northwestern Mutual, then after graduating went into elementary school teaching, then moved into corporate sales, where she developed strong client relationship and communication skills, and then ultimately moved back into the finance space where she is on an ensemble team with her father and brother. Beyond the office, we proudly sponsor and support a variety of local organizations and events including Walnut Creek Girls Hockey, Toys for Tots, Oakland Pride, and the Walnut Creek Chamber of Commerce, contributing more than $11,600 to community initiatives.
Financial Advisor - San Francisco Federal Credit Union LPL FinancialFinancial Advisor - San Francisco Federal Credit UnionSan Francisco, CaliforniaYou’ll partner closely with branch teams and community centers of influence to grow your book of business, deepen relationships, and deliver tailored financial solutions that support every stage of our members’ lives. As a Financial Advisor with San Francisco Federal Credit Union , you’ll be the trusted face of investment and insurance solutions within our branches—helping members make confident, values-based financial decisions.
NewFinancial Advisor (Foster City) SummitryFinancial Advisor (Foster City)Foster City, CA$115,000–$150,000 / yearAdvisors 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. CFP Certified (or 7 years of advisory services in a lead-advisor role, with comprehensive financial planning and business development experience; must pass the CFP within 2 years of hire).
Senior Financial Advisor (Foster City) SummitrySenior Financial Advisor (Foster City)Foster City, CA$150,000–$225,000 / yearAdvisors 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.
Senior Financial Analyst, Google One AI Subscriptions Google LLCSenior Financial Analyst, Google One AI SubscriptionsMountain View, CAThe goal of financial planning and analysis (FP&A) is to create financial insights that make Google better by unpacking business problems to drive business growth, reveal opportunities, manage risk, and steward scarce resources. Collaborate with product, engineering, strategy and cross-product finance teams to drive accelerated subscriber growth while ensuring long-term financial sustainability.
NewFinancial Analyst, Technical Infrastructure Google LLCFinancial Analyst, Technical InfrastructureSunnyvale, CAThe Google Data Center team builds and operates private data center fleets in the world, and Google powers that fleet with renewable energy. Partner with Finance, Accounting, and Business/Product teams to ensure a holistic approach for decision making, regulatory compliance, accurate analytics and reporting, and data collection.
Cloud Central Financial Analyst, GTM Sales and Services Google LLCCloud Central Financial Analyst, GTM Sales and ServicesSunnyvale, CACultivate strong partnerships across Corporate Finance, Strategy and Operations, Accounting, and Product Finance to design spend initiatives and determine accounting treatments. Preferred qualifications: Experience working on cross-functional teams to solve big problems, and experience efficiently communicating key takeaways to leadership.
Senior Financial Analyst, Applied AI Google LLCSenior Financial Analyst, Applied AISunnyvale, CAOur focus centers on driving the financial strategy for Agentic AI technologies, empowering enterprise customers across verticals to achieve profound organizational transformation through innovation. Our Financial Planning and Analysis (FP&A) team supports the Product, Engineering, and Operations teams that build and sell Google Cloud Product"s (GCP's) Agentic AI products.
NewSenior Financial Analyst, Google Cloud Platform Google LLCSenior Financial Analyst, Google Cloud PlatformSunnyvale, CAAs global compute capacity rapidly shifts to the public cloud, GCP delivers virtualized AI, compute and big data/analytics tools to its customers at an unparalleled scale and speed, exposing Google's infrastructure to external customers. Within the Capacity Planning Finance team, we advise our partner teams on long term growth projections for cloud, manage the infrastructure budget for GCP and create long range plans for cloud infrastructure requirements.
Financial Analyst, Generative AI Google LLCFinancial Analyst, Generative AIMountain View, CAPreferred qualifications: Strong data analytics background - ability to separately liase with partners in Product, Engineering, Partnerships and DS&E to understand datasets and run analyses to provide insights to partners and finance leadership. Conduct data-driven analyses to quantify the net financial impact of GAI products, including AI Overviews (AIO) and AI Mode (AIM), on business, query growth, core search metrics, and infrastructure/machine resource allocation.
Senior Financial Analyst, Google Data Center Finance Google LLCSenior Financial Analyst, Google Data Center FinanceSunnyvale, CAActing as a trusted advisor to both business and finance leadership, you will deliver actionable insights, forecast short- and long-term models, and enforce spend governance to optimize capital and operational expenditures. You will seamlessly collaborate with teams across technical infrastructure, accounting, corporate finance, internal audit, systems, and engineering to align financial strategy with large-scale technical execution.
Financial Analyst, Geo, Revenue, Ads, Search, Strategy, Operations Google LLCFinancial Analyst, Geo, Revenue, Ads, Search, Strategy, OperationsMountain View, CACollaborate with cross-functional teams, including finance DNA, Hub, corporate financial planning and analysis, strategy and operations to ensure effective partnership and impactful results. Drive core central financial planning and analysis processes for GBO including planning, forecasting, budget management, cost allocation, management reporting and other ad hoc initiatives.
NewFinancial Analyst II, Cloud Central Finance Google LLCFinancial Analyst II, Cloud Central FinanceSunnyvale, CAAbility to build, scale, and maintain complex, P&L reporting with demonstrated skills in structuring ambiguous datasets and translating technical numbers into clear, actionable insights for product and sales leadership. Manage complex, cross-functional projects across Finance, Engineering, Product, Strategy, and Operation and Go-To-Market organizations, ensuring alignment and timely delivery against demanding deadlines.
NewFinancial Analyst, Cloud AI Capacity Planning Google LLCFinancial Analyst, Cloud AI Capacity PlanningSunnyvale, CAWe are the Gemini for Enterprise Product finance team that supports Google Cloud Platform (GCP)'s vast array of AI products including Gemini API, Gemini Enterprise Applications, Gemini Enterprise Solutions, Vertex Agent and Model Platforms, and other AI Solutions. Lead capacity workflows for strategic projects (including third-party sources) and assist in forecasting demand to support long-range hardware, chip, data center, and power supply planning.
Financial Advisor - BMO Bank LPL Financial Holdings IncFinancial Advisor - BMO BankSan Francisco, CAThis employment opportunity at BMO Bank in San Francisco, CA would allow you to join the Investment Program at BMO as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to BMO Bank for financial solutions.
Financial Advisor - Patelco Credit Union LPL Financial Holdings IncFinancial Advisor - Patelco Credit UnionSan Mateo, CAThis employment opportunity at Patelco Credit Union in San Mateo, CA would allow you to join the Investment Program at Patelco Credit Union as a Financial Advisor associated with LPL Financial. This exciting position will allow you to grow your career and business, helping the people and families that look to Patelco Credit Union for financial solutions.
Senior Financial Analyst Bio-Rad Laboratories IncSenior Financial AnalystHercules, CA$121,200–$166,700 / yearIn this highly visible and motivated team, you''ll partner with functional and business leaders to prepare budgets, forecasts, financial analysis, and provide ad hoc analysis to support decision making as needed. Reporting and analysis: Prepare and present monthly and quarterly financial reports to Manufacturing Leadership and other stakeholders; while maintaining financial models to support business planning and forward looking visibility.
Senior AI Developer Technology Engineer, Financial Sector NVIDIA CorpSenior AI Developer Technology Engineer, Financial SectorSanta Clara, CAWork directly with other technical experts in their fields (industry and academia) to perform in-depth analysis and optimization of complex AI and HPC workloads to ensure the best possible performance on modern CPU and GPU architectures. DevTechs work with external technologists to investigate performance of their applications, design parallel algorithms and implement optimizations in a GPU accelerated computing environment.
AI Developer Technology Engineer, Financial Sector - New College Grad 2026 NVIDIA CorpAI Developer Technology Engineer, Financial Sector - New College Grad 2026CAWork directly with other technical experts in their fields (industry and academia) to perform in-depth analysis and optimization of complex AI and HPC workloads to ensure the best possible performance on modern CPU and GPU architectures. Today, NVIDIA's GPU simulates human intelligence, running deep learning algorithms and acting as the brain of computers, robots and self-driving cars that can perceive and understand the world.
Financial Counselor - onsite in Greenbrae, CA UnitedHealth Group IncFinancial Counselor - onsite in Greenbrae, CACA$20.38–$36.44 / hourThe fraudulent LinkedIn messages and emails, which do not originate from any Executives LinkedIn account or of UnitedHealth Group's email domains, or those of any of its operating divisions, supposedly conducts an interview via a Zoom meeting, offers a work from home job at Optum, emails an application, sends a fake check by next day delivery through USPS and asks recipients to pay a vendor a large dollar amount. Preferred Qualifications: Excellent computer skills to include Microsoft Outlook, (scheduling meetings and sending e-mails), Microsoft Word (create and send documents) and ability to navigate Window and have excellent keyboarding skills.
Financial Services Associate San Joaquin Valley College, Inc.Financial Services AssociateSan Leandro, CA$27–$31 / hourPart timeCustomer Focus : Personally demonstrates that external or internal customers are a high priority; identifies customer needs and expectations and responds to them in a timely and effective manner; anticipates and prevents delays or other things that can adversely affect the customer; keeps customers informed about the status of pending actions and inquires about customer satisfaction with products or services. The Financial Services Associate meets with applicants and students regarding their eligibility for federal financial aid programs by calculating anticipated awards in PELL, SEOG, Stafford/Direct and supplementary loans, and other Title IV and non-Title IV programs.
Financial Advisor - Sonoma & Napa, CA Corebridge FinancialFinancial Advisor - Sonoma & Napa, CAOakland, CaliforniaCandidates for the role must not have made any political contributions that, under 17 CFR § 275.206(4)-5 or other federal or state pay-to-play regulations, would disqualify the candidate or Corebridge Financial from conducting Corebridge Financial’s business, or that would otherwise create a conflict of interest for Corebridge Financial. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose to life: We are stronger as one: We collaborate across the enterprise, scale what works and act decisively for our customers and partners.
Strategic Financial Analyst, Platforms and Devices Central Finance Google LLCStrategic Financial Analyst, Platforms and Devices Central FinanceMountain View, CAApplyshare linkCopy linkemailEmail a friendMinimum qualificationsBachelors degree in Business Finance Economics Statistics another quantitative field or equivalent practical experience4 years of experience in financial planning and analysis FP&A consulting or a related function or a relevant advanced degree. Google is a global company and in order to facilitate efficient collaboration and communication globally English proficiency is a requirement for all roles unless stated otherwise in the job posting.
Financial Analyst, YouTube Google LLCFinancial Analyst, YouTubeSan Bruno, CAFinancial Analyst YouTubeshare linkCopy linkemailEmail a friend corporate_fare YouTube place San Bruno CA USA bar_chart Mid Mid Experience driving progress solving problems and mentoring more junior team members deeper expertise and applied knowledge within relevant area. As a part of the YouTube Finance team you will be a part of the broader Strategy Analytics and Finance team SAF whose mission is to make YouTube commercially sustainable and more valuable by identifying and steering the business towards the biggest opportunities guiding the organization to make the best possible decisions and enabling effective implementation with proactive and trusted risk management.
Allstate Insurance and Financial Services Account Manager Allstate Agency of Jared Burns-CoffinAllstate Insurance and Financial Services Account ManagerWalnut Creek, CAWe're moving quickly, looking across our businesses and brands, and taking bold steps to serve our customers' evolving needs better. Enthusiastic about the role insurance and financial products play in helping people manage the risks of everyday life, recover from the unexpected, and realize their dreams.
NewEvent Planner - Financial Services Jack Morton WorldwideEvent Planner - Financial ServicesSan Francisco, CAWe have recently become aware that individuals not associated with Jack Morton have fraudulently used our name – and the names of some of our employees – to solicit applications for fake jobs, to conduct fake job interviews and to make fake job offers. The Planner works closely with senior team members and client stakeholders to deliver seamless, high-quality experiences with a strong attention to detail and operational excellence.
Vice President, Financial Planning Director - Western Region Morgan StanleyVice President, Financial Planning Director - Western RegionSan Francisco, CA$140,000–$200,000 / yearOur 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. The Financial Planning Director (FPD) partners with Financial Advisors to deliver a comprehensive and personalized planning experience for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients.