NewFinancial 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.
NewField Event Sales Representative Acosta GroupField Event Sales RepresentativeSan Jose, CAThis person will plan and execute on-site events, engage consumers and increase property penetration rate by driving sales of products and services, and build and maintain relationships with property managers/owners, event contacts, team members and internal staff. Product Connections is a part of Acosta Group – a collective of the industry’s most trusted retail, marketing and foodservice agencies reimagining the way people connect with brands at every point in their shopping journey.
College Financial Representative, Internship Program Northwestern MutualCollege Financial Representative, Internship ProgramCampbell, 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.
Financial Services Representative - State Farm Agent Team Member Burch Boehner - State Farm AgentFinancial Services Representative - State Farm Agent Team MemberSan Jose, CAIn addition to investment services, we offer a broad range of insurance products, including personal and commercial insurance, as well as life and health insurance solutions, to meet the diverse needs of our clients. The ideal candidate will work directly with clients placing IRAs, 529 plans, and other investment products.
NewFinancial Representative - Sunnyvale, CA FidelityFinancial Representative - Sunnyvale, CASunnyvale, CaliforniaRemotePlease 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.
Partner Development Representative | Financial Institutions Ramp Business CorpPartner Development Representative | Financial InstitutionsCAConduct research on Private Equity & Venture Capital firms to understand fund structure, investment thesis, deal history, and key stakeholders to assess potential fit and tailor outreach to prospective partners. Our world-class Channel Sales organization is looking for self-motivated teammates with high social intelligence and a natural inclination for selling and partnering to accelerate our growth as we scale rapidly!
NewPart-Time Financial Services Representative 1st United Credit UnionPart-Time Financial Services RepresentativeLivermore, CA$22–$27 / hourSupports branch goals by identifying and recommending products and services to members, open new memberships accurately and offering basic loan products during new membership enrollment and during daily interactions with members. Reporting to the Retail Branch Manager, the Financial Services Representative''s primary responsibilities are to consult with members to identify needs, recommend products and services, offer solutions and ensure pending transactions are completed in a timely manner.
Financial Service Representative - Palo Alto, CA FidelityFinancial Service Representative - Palo Alto, CAPalo Alto, CaliforniaRemotePlease 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. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center.
Financial Service Representative GlobalFinancial Service RepresentativeSan Jose, CaliforniaWith deep roots in the community, they offer a full range of financial products and services, including lending, deposits, and investment solutions, while maintaining a strong commitment to integrity, service excellence, and community engagement. Build strong member relationships by identifying needs and recommending appropriate financial products and services (deposit accounts, loans, retirement, and investment services).
Field Sales Representative II, Financial Services Google LLCField Sales Representative II, Financial ServicesSunnyvale, 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 Service Representative LTD GlobalFinancial Service RepresentativeSan Jose, CAFull timeWith deep roots in the community, they offer a full range of financial products and services, including lending, deposits, and investment solutions, while maintaining a strong commitment to integrity, service excellence, and community engagement. Build strong member relationships by identifying needs and recommending appropriate financial products and services (deposit accounts, loans, retirement, and investment services).
Financial Services Representative II Meriwest Credit UnionFinancial Services Representative IIMorgan Hill, CA$27.90–$34.87 / hourThe Financial Services Representative provides personalized service to members in order to attract, enhance, and retain member relationships Incorporates Service Plus into all aspects of member contacts and continually builds relationships with members in order to retain and increase memberships. Knowledge of business banking deposit accounts, payroll, merchant, and the ability to promote business banking loan options.
Financial Sales Representative I Citizens Business BankFinancial Sales Representative ISan Jose, CA$20–$24.08 / 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.
NewFinancial Advisor Northwestern MutualFinancial AdvisorCampbell, 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 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 Advisor Edward D Jones & Co LPFinancial AdvisorMenlo Park, CAEdward Jones is prohibited from hiring individuals with certain specified criminal history as set forth in Section 3a39 and 15b4 and Rule 17a-3a12 of the Securities and Exchange Act of 1934 and conducts background reviews consistent with FINRA Rule 3110e. We know that building a business takes time, so weve built a new financial advisor compensation program that supports and rewards you as you learn the skills, systems, and business practices you need to succeed in our client-first business model.
NewFinancial 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.
Assistant to Financial Advisor Cathay General BancorpAssistant to Financial AdvisorCupertino, CASkills Ability to be proficient in Microsoft Office (Word, Excel, PowerPoint, and Outlook), strong communication and presentation skills, excellent follow-up and organizational skills, ability to work successfully both independently and as a team player, be well organized, detail-oriented, manage multiple tasks and priorities, and have excellent customer service and computer skills. We welcome applications for employment from all qualified candidates regardless of race, color, ethnicity, ancestry, citizenship, gender, national origin, religion, age, sex, including pregnancy and related medical conditions, childbirth, and breastfeeding, reproductive health decision-making, sexual orientation, gender identity, expression, genetic information or characteristics, disability, or medical condition, military status, or status as a protected veteran, or any other status protected by applicable law.
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.
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.
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 / yearSince 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. Knowledge: 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.
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.
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.
Associate Financial Advisor Golden Summit Wealth & Insurance Solutions a MassMutual FirmAssociate Financial AdvisorRedwood City, CA$70,000–$90,000 / yearGirls Just Gotta Have Funds is a financial planning team focused on helping clients feel more confident, prepared, and empowered in their financial lives. The right person for this role will be process-oriented, detail-driven, comfortable with technology, and excited to support both client service and long-term business growth.
Financial 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. 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.
NewSenior 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.
NewFinancial 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.
Financial Analyst, YouTube Planning Google LLCFinancial Analyst, YouTube PlanningSan Bruno, CAProvide continuous improvement of the forecasting and close process through improved analytics and reporting, real-time validations of inputs, and clearer storytelling to focus on the big picture to finance leadership. Lead the consolidation and analysis of the monthly forecast for YouTube"s gross margin, identifying trends, risks, and opportunities to ensure leadership has the most up-to-date financial outlook.
Senior Financial Analyst, Supply Chain Finance Google LLCSenior Financial Analyst, Supply Chain FinanceMountain View, CAFrom developing forward-thinking analysis to generating management reports to scaling our automated financial processes, the Finance organization is an important partner and advisor to the business. 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.
Senior Financial Analyst, AI Infrastructure, Product Finance Google LLCSenior Financial Analyst, AI Infrastructure, Product FinanceSunnyvale, CAAs a key partner to the Engineering, Supply Chain, Demand Planning, and Product organizations, we provide the financial expertise and strategic insight necessary to scale our global footprint and lead the AI revolution. Partner with Capacity, Product, and GTM teams to evaluate the latest customer demand signals and provide the latest business snapshot to business and finance leadership.
Financial 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 Analyst, Google Fi Google LLCFinancial Analyst, Google FiMountain View, CAExcellent financial modeling skills in Google Sheets and proficiency with database querying languages (e.g., SQL/business intelligence platform) to pull and structure fragmented data sets. Build flexible financial models to evaluate promotional structures, device pricing strategies, user unit economics, assessing trade-offs between subscriber growth and per-user business growth.
Senior Financial Analyst, Google Cloud Consulting Google LLCSenior Financial Analyst, Google Cloud ConsultingSunnyvale, CAThe Google Cloud Consulting Finance team ensures that Professional Services Sales, Customer Project Delivery, Customer Success and Account Management organizations make sound financial decisions. Effective communicator and ability to communicate complex topics with cross-functional teams, influence stakeholders and form strong working relationships across business and technical functions.
Technical Financial Analyst, Cloud Finance Google LLCTechnical Financial Analyst, Cloud FinanceSunnyvale, CAIdentify, evaluate, and prioritize risks followed by coordinated and economical application of resources to minimize, monitor, and control the probability or impact of unfortunate events or to maximize the realization of opportunities. Experience in developing strategies in fast-paced competitive environments, impeccable business judgment for resource allocation decisions to achieve the desired business outcome.
CFO Advisor Joseph Michaels InternationalCFO AdvisorSan Jose, CAYou'll leverage your expertise to help us navigate growth challenges, optimize financial operations, and prepare for a successful IPO.Key ResponsibilitiesOffer strategic advice on financial planning, budgeting, and forecasting to support rapid scaling. Strong track record in financial strategy, fundraising, and scaling operations in a Silicon Valley or similar fast-paced environment.
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.
Senior Financial Analyst, Cloud Central Finance Google LLCSenior Financial Analyst, Cloud Central FinanceSunnyvale, CAPartnering closely with Central, Product, and Go-To-Market stakeholders, this role drives the quantitative modeling for regional target allocation and synthesizes Cloud revenue planning across AI and Classic product lines into a unified view for executive leadership. In this role, you will translate complex multi-year long-range planning (LRP) drivers into the Annual Operating Plan (AOP), clearly outlining execution paths, risks, and strategic tradeoffs for Cloud leadership.
Financial Analyst, Supply Chain Finance Google LLCFinancial Analyst, Supply Chain FinanceMountain View, CAFrom developing forward-thinking analysis to generating management reports to scaling our automated financial processes, the Finance organization is an important partner and advisor to the business. GSU grants are not guaranteed, are discretionary, are subject to approval by the Alphabet Inc. board of directors or its delegate, the terms of the relevant Alphabet Inc. stock plan, and your grant agreement.
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.
Licensed Financial Advisor Opportunities Valued Merchant ServicesLicensed Financial Advisor OpportunitiesSan Francisco, CAFull timeA premier global investment banking and wealth management firm is seeking two high-performing Financial Advisors to join our expanding advisory teams in the San Francisco, New York, Houston, and Chicago markets. We are seeking entrepreneurial professionals with proven success serving high-net-worth individuals and families who are ready to elevate their practice, increase earnings potential, and build long-term enterprise value.
Confidential Assistant to the Vice President & CFO (Confidential Administrative Support III, Range 3) - Administration & Finance Administration & FinanceConfidential Assistant to the Vice President & CFO (Confidential Administrative Support III, Range 3) - Administration & FinanceSan Francisco, CaliforniaThis position requires exceptional organizational, communication, customer service, and technical skills; the ability to manage multiple competing priorities in a fast-paced executive office environment; the ability to exercise independent judgment and maintain confidentiality in sensitive matters; and the ability to work collaboratively and professionally with a diverse campus community. Serves as the primary coordinator for monthly University Budget Committee (UBC) meetings including hosting and managing Zoom meetings/webinars with large campus audiences; preparing and presenting PowerPoint presentations; coordinating presentation materials; and providing real-time meeting support and troubleshooting.
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.
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.
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).
Sr. Director, Financial Planning & Analysis - Pleasanton, CA CalyxoSr. Director, Financial Planning & Analysis - Pleasanton, CAPleasanton, CA$250,000–$270,000 / yearThis role serves as a key strategic partner to the VP Finance, CFO and executive leadership team, leading financial planning, forecasting, and long-range strategy while providing actionable insights that influence the direction of the business. Director, Financial Planning & Analysis (FP&A) plays a pivotal role in shaping the company's financial strategy, driving enterprise-wide performance, and supporting executive decision-making in a fast-growing medical device organization.
Customer Engineer, Data Analytics, Financial Services Google LLCCustomer Engineer, Data Analytics, Financial ServicesSunnyvale, CANote: By applying to this position you will have an opportunity to share your preferred working location from the following: New York, NY, USA; Atlanta, GA, USA; Austin, TX, USA; Cambridge, MA, USA; Chicago, IL, USA; Los Angeles, CA, USA; San Francisco, CA, USA; Sunnyvale, CA, USA. Experience with "Big Data" technologies or concepts (e.g., analytics warehousing, data processing, data transformation, data governance, data migrations, ETL, ELT, SQL, Spark, performance or scalability optimizations, batch versus streaming).
NewFinancial Advisor City National BankFinancial AdvisorSan Francisco, CAFINANCIAL ADVISORWHAT IS THE OPPORTUNITY?Less experienced Financial Advisors (FA) will work in tandem with an assigned Senior Financial Advisor (SFA) to provide sales and client and colleague service support coverage. The SFA maintains overall responsibility for the assigned territory and the team's "book of business
Senior Financial Analyst, FP&A II-VI Optical Systems, Inc.Senior Financial Analyst, FP&ASanta Clara, CAWe are a vertically integrated manufacturing company that develops innovative products for diversified applications in the industrial, optical communications, military, life sciences, semiconductor equipment, and consumer markets. Coherent provides a comprehensive career development platform within an environment that challenges employees to perform at their best, while rewarding excellence and hard-work through a competitive compensation program.