Job Type
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Business consultant financial services Jobs in San Jose, CA

418 Jobs

  • 4.7
    Sage Intacct – San Jose, CA
    $80k-$121k(Glassdoor est.)
    5 days ago 5d
    project manager or as an independent consultant on smaller projects where the consultant is responsible for all aspects of project… Job Description: The Professional Services Consultant is a member of the Sage Intacct Professional Services team reporting…
  • 3.3
    KeyPoint Credit Union – Milpitas, CA
    $18k-$110k(Glassdoor est.)
    26 days ago 26d
    with training branch staff on consultative cross-selling during loan set ups. The Financial Service Representative III will display… relationships at KeyPoint sponsored business and community events. The Financial Service Representaive III is expected to have…
  • 3.7
    Fisher Investments – San Jose, CA
    25 days ago 25d
    or quotas to hit, you’re free to focus on the core of our business: relationship management. The Job: As an Investment Counselor…
  • 3.5
    Wells Fargo – San Jose, CA
    5 days ago 5d
    Mortgage Consultant Junior (HMC-JR). This individual is responsible for working under the guidance of a Home Mortgage Consultant (HMC… partners across business units and functions. We value and promote diversity and inclusion in every aspect of our business and at every…
  • 3.5
    Wells Fargo – San Jose, CA
    5 days ago 5d
    Required Qualifications 1+ year of sales experience in financial services, outside sales experience, or a combination of both… homeownership. We have an immediate opening for a Home Mortgage Consultant (HMC). This individual is responsible for producing high…
  • 3.3
    KeyPoint Credit Union – Cupertino, CA
    $19k-$106k(Glassdoor est.)
    HOT
    Job Summary: The Financial Service Representative II is expected to support growth and retention efforts by acquiring new relationships… membership. Consistently deliver a high level of service with a consultative approach earning high marks in net promoter scores while…
  • 3.5
    Wells Fargo – San Jose, CA
    5 days ago 5d
    Required Qualifications 1+ year of sales experience in financial services, outside sales experience, or a combination of both… homeownership. We have an immediate opening for a Home Mortgage Consultant (HMC). This individual is responsible for producing high quality…
  • 3.0
    Micro Focus – Sunnyvale, CA
    $84k-$124k(Glassdoor est.)
    10 days ago 10d
    global services and support business. You will leverage your experience in management consulting, business development or transformational… -MBA strategy consulting at a leading strategy consulting firm , or an enterprise software company in a business strategy and capacity…
  • 3.8
    Edward Jones – San Jose, CA
    18 days ago 18d
    financial consultant, wealth manager, investment banker, financial planner, investment advisor, investment consultant, investment… completely in your hands. Edward Jones is a privately owned financial-services leader with nearly 14,000 Financial Advisors in the United…
  • 3.5
    Wells Fargo – San Jose, CA
    NEW
    industry. We are searching for highly motivated outside sales consultants. Come work with a leader in the Electronic Payments industry… responsible for partnering with other Business Units within Wells Fargo, primarily Business Bankers and Wholesale Bankers, to receive…
  • 3.5
    RSM US LLP – San Jose, CA
    6 days ago 6d
    achieve their business objectives. Our clients include firms in a variety of industries, including financial services, technology… your business. Responsibilities: Manage multiple concurrent engagements within the Technical Accounting Consulting practice…
  • 3.0
    Micro Focus – Sunnyvale, CA
    14 days ago 14d
    global services and support business. You will leverage your experience in management consulting, business development or transformational… years strategy consulting at a leading strategy consulting firm , or an enterprise software company in a business strategy and capacity…
  • 3.2
    Hitachi Vantara – Santa Clara, CA
    $102k-$161k(Glassdoor est.)
    HOT
    effectively across all levels within the organization. Strong consultative and diagnostics skills; excellent strategic planning and… and employees that reflect the business objectives of the organization. The Human Resources Business Partner will maintain an effective…
  • 3.8
    PwC – San Jose, CA
    6 days ago 6d
    Position/Program Title Consulting Manager - Financial Transformation PwC/LoS Overview PwC is a network of firms committed… industry team provides strategy, management, technology and risk consulting services to help a diverse set of clients around the world…
  • 4.0
    Cisco Systems – San Jose, CA
    $171k-$232k(Glassdoor est.)
    NEW
    other Fortune 500 customer; desirable to have management consulting background Willingness to travel up to 25% Desired Skills… Cisco’s software support business, aligning with Cisco’s shift to software-led and subscription business models, encompassing billions…
  • 3.2
    Polycom – San Jose, CA
    $100k-$148k(Glassdoor est.)
    7 days ago 7d
    Sales Consultant should possess exceptional leadership skills; should be able to manage both the people side of the business as well… Engineering teams and Channel Partners, the Professional Services Consultant will identify the services needs of Polycom clients and develop…
  • 3.9
    The Hart Agency – San Jose, CA
    $44k-$79k(Glassdoor est.)
    4 days ago 4d
    entrepreneurial-minded individuals to operate as Independent Consultants for our Mortgage Protection Program. The winning applicants… Job Description PLEASE VISIT OUR CAREERS PAGE AND WATCH OUR BUSINESS OVERVIEW VIDEOS FIRST!!! http://knackfinancial.com/careers…
  • 3.8
    PwC – San Jose, CA
    5 days ago 5d
    industry team provides strategy, management, technology and risk consulting services to help a diverse set of clients around the world… Media and Telecommunication. Our Finance consultants help clients optimize all elements of their finance organization, including…
  • 4.2
    Adobe – San Jose, CA
    $161k-$239k(Glassdoor est.)
    5 days ago 5d
    of the Consulting organization, the BusinessConsulting Team leads customers to create a digital vision as a business strategy… Customers hire Adobe Consulting to drive the strategy, roadmap and execution of projects and program to drive business results. As part…
  • 3.8
    Keenan & Associates – San Jose, CA
    NEW
    Keenan & Associates is a successful insurance brokerage and consulting firm meeting the insurance needs of hospitals, public entities… California school districts. Keenan specializes in providing consulting services in the areas of: employee benefits, workers' compensation…
  • 4.2
    Adobe – San Jose, CA
    NEW
    sales and consultingbusiness development with demonstrated ability to close business. This role does NOT manage consulting engagements… sound consulting projects. Compile customer requests and deployment issues, to provide a feedback channel to Consulting Leadership…
  • 3.8
    Grant Thornton – San Jose, CA
    $105k-$175k(Glassdoor est.)
    27 days ago 27d
    insight to our clients. BusinessConsulting & Technology transforms value. Our BusinessConsulting and Technology (BC&T) practice… to be a leader. Financial Management Senior Manager - BusinessConsulting & Technology Grant Thornton’s Advisory professionals…
  • 4.0
    Meriwest Credit Union – San Jose, CA
    NEW
    Mortgage Loan Consultant San Jose Position Summary Responsible for soliciting and originating residential loan requests… influence. Self-sources leads and creates profitable business relationships with referral partners. Collects and analyzes…
  • 3.5
    IBM – San Jose, CA
    $33k-$57k(Glassdoor est.)
    14 days ago 14d
    experience. At least 1 year experience of Financial Service back office business processes which you will evaluation operations… Description IBM Global Business Services (GBS) is a team of business, strategy and technology consultants enabling enterprises to…
  • 3.5
    Bank of America – San Jose, CA
    $47k-$78k(Glassdoor est.)
    13 days ago 13d
    Description: The Small BusinessConsultant (SBC) provides comprehensive financial solutions to small businesses with annual revenues… center or business owners place of business. Additionally, the SBC will proactively connect with our small business clients through…
  • 3.8
    PwC – San Jose, CA
    $60k-$87k(Glassdoor est.)
    NEW
    industry team provides strategy, management, technology and risk consulting services to help a diverse set of clients around the world… Media and Telecommunication. Our Risk & Regulatory consultants help clients understand and address their enterprise risk…
  • 2.2
    GetInsured – Mountain View, CA
    $65k-$95k(Glassdoor est.)
    HOT
    Analyze + model + report on revenue of a high volume financial servicesbusiness Extract + compile + analyze sales data for trends… Cooperative. Our customers are consumer, employers, benefits consultants and health insurers, and our solution incorporates the best…
  • 4.0
    Alexander Ash – San Jose, CA
    30+ days ago 30d+
    Financial Consultants are responsible and accountable for building productive relationships with firms Mass Affluent investor… on one client meetings and seminars Attain designated business goals (Net-Promoter and Loyalty, Household Acquisition, Development…
  • 3.2
    Astreya Partners, Inc. – Santa Clara, CA
    NEW
    company. The Company provides superior technical staffing and consulting services to an array of industries around the globe. The Company… improvement, enhancing business performance, connecting financial objectives and metrics to each business function and initiative…
  • 3.7
    COC – San Jose, CA
    6 days ago 6d
    functions and activities assigned to areas of responsibility. Consults with and advises the Hospital Chief Executive Officer on problems… minimal supervision required. Demonstrates effectiveness in consulting and advising the Hospital Chief Executive Officer. Recommends…
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