Financial Consultant Jobs in San Jose, CA | Glassdoor
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Financial Consultant Jobs in San Jose, CA

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  • 3.7
    Edward Jones – San Jose, CA
    4 days ago 4d
    financial consultant, wealth manager, investment banker, financial planner, investment advisor, investment consultant, investment… . Edward Jones is a privately owned financial-services leader with nearly 14,000 Financial Advisors in the United States and Canada…
  • 3.3
    KeyPoint Credit Union – San Jose, CA
    Est. Salary $34k-$48k
    27 days ago 27d
    membership. Consistently deliver a high level of service with a consultative approach earning high marks in net promoter scores while… Job Summary: The Financial Service Representative II is expected to support growth and retention efforts by acquiring new relationships…
  • 2.0
    Alexander Ash – San Jose, CA
    30+ days ago 30d+
    Financial Consultants are responsible and accountable for building productive relationships with firms Mass Affluent investor… immediate and future needs by providing and demonstrating solid financial planning skills and client centered advice and guidance…
  • 4.0
    EiS Technologies – San Jose, CA
    Today 7hr
    We are looking for an Oracle EBS Financials Consultant needed for an upgrade project in the Bay Area California. If you… pass this on. Position: Oracle EBS Functional Financials Upgrade Consultant Location: Bay Area, California Duration: 3-6 months…
  • 4.0
    Meriwest Credit Union – San Jose, CA
    19 days ago 19d
    investments, or debts to determine which financial products best meet the member’s needs and financial circumstances and determines if… different financial products, marketing, servicing or promoting the Meriwest Credit Union and Meriwest Mortgage financial products…
  • 3.8
    Northwestern Mutual – Redwood City, CA
    EASY APPLY
    18 days ago 18d
    provide consulting resources to help you discover and build your markets to develop a successful practice as a Financial Advisor… our company is well-positioned to help manage financial risk and achieve financial security in today's complex world. Through a…
  • 3.6
    Fisher Investments – San Jose, CA
    26 days ago 26d
    Overview: Are you a Financial Advisor or a Stock Broker looking for the next step in your career? Fisher Investments… unparalleled customer service. You can take off your “many hats” as a Financial Advisor and become an expert in service and education.…
  • 3.2
    E*TRADE Financial – Cupertino, CA
    20 days ago 20d
    their own, our Financial Consultants are ready to make the client experience a great one! Our Financial Consultants are self-motivated… hire, our Financial Consultants are assigned an existing practice of high value clients. As a Financial Consultant you will be…
  • 3.7
    Edward Jones – San Jose, CA
    Est. Salary $39k-$67k
    4 days ago 4d
    financial consultant, wealth manager, investment banker, financial planner, investment advisor, investment consultant, investment… . Edward Jones is a privately owned financial-services leader with nearly 14,000 Financial Advisors in the United States and Canada…
  • 3.8
    APR Consulting – Pleasanton, CA
    6 days ago 6d
    seeking an experienced Financial Consultant for their Pleasanton, CA location. Title: Financial Consultant (93040) Pay Rate:… and reconciliation of all related financial information. The position requires a strong financial foundation, good understanding…
  • 3.9
    Flexton – San Jose, CA
    Est. Salary $67k-$118k
    1 days ago 13hr
    investment banking, or consulting • Able to create graphics to explain complex ideas • Familiar with financial systems such Hyperion… Forecast financials for departments directly tied to Commerce Enablement management • Budget/Forecast financials financial results…
  • 3.9
    The Health Trust – San Jose, CA
    6 days ago 6d
    clients/families, team members and others as appropriate and consults with other staff regarding clients’ referrals to appropriate… applicants and recipients of housing assistance, elicits personal, financial, and social information and provides assistance in matters…
  • 4.4
    BPM – San Jose, CA
    5 days ago 5d
    accounting firm providing comprehensive assurance, tax, and consulting services to clients globally. We are one of the largest California-based… to the engagement teams Connect key testing areas to the financial statement line items and ensure figures are properly supported…
  • 4.2
    Stanford University – Stanford, CA
    Est. Salary $61k-$101k
    14 days ago 14d
    The Financial Management Consultant/Trainer in the Client Advocacy & Education (CAE) department of Financial Management Services… policies, procedures and financial and reporting systems to train and consult administrative staff, financial analysts and finance…
  • 3.8
    Cisco Systems – San Jose, CA
    Est. Salary $104k-$138k
    7 days ago 7d
    Furthermore, it will be critical to design process improvements for financial analysis based on your understanding of business needs and… , and operating expenses using complex data, analytics and financial modeling to explain and predict results. Who You Are…
  • 3.8
    Deloitte – San Jose, CA
    22 days ago 22d
    As a Workday Financials Lead, Consultant at Deloitte, you will join an organization that has a 15+ year relationship with Workday… relevant consulting or industry experience 1+ years experience leading workstreams or small teams Workday Financials Professional…
  • 2.7
    BSI America – San Jose, CA
    13 days ago 13d
    manufacturing. BSI consultants represent the best of the best in EHS Management Consulting. As a BSI consultant, you have access… Sustainability Consulting business. This exciting position has both business development and technical consulting responsibilities…
  • 3.8
    First Tech Federal Credit Union – San Jose, CA
    Est. Salary $28k-$53k
    7 days ago 7d
    environment; financial industry experience preferred Experience accurately managing large amounts of cash and other financial negotiable… work with affluent members one-on-one to help enhance their financial lives and solidify their relationships with the Credit Union…
  • 3.9
    Kaiser Permanente – Pleasanton, CA
    2 days ago 2d
    Seeking a team oriented Financial Consultant who will be responsible for providing financial support to Kaiser Permanente’s Information… reporting of KP-IT financial data. Essential Functions: • Responsible for the proper and timely recording of financial transactions…
  • 3.4
    IBM – San Jose, CA
    Est. Salary $68k-$117k
    8 days ago 8d
    IBM Global Business Services (GBS) is hiring a Senior (Sr.) Consultant with subject matter expertise in Data Governance. Responsibilities… Services (GBS) is a team of business, strategy and technology consultants enabling enterprises to make smarter decisions and providing…
  • 3.8
    Cisco Systems – San Jose, CA
    Est. Salary $104k-$138k
    7 days ago 7d
    improvement and change, balancing the business opportunity and financial governance needs Strong analytical skills; able to provide… is actively involved in directing other functional areas in financial matters and is viewed as being a technical resource by the…
  • 4.4
    E. & J. Gallo – San Jose, CA
    4 days ago 4d
    configuration and testing outcomes with the system integrator consultants Data Migration Contribute to Data Migration efforts… to reduce RICEWF Participate in and define solutions for financial reporting, month end close processes Configuration and…
  • 3.2
    Foresters Financial – San Jose, CA
    Est. Salary $22k-$40k
    27 days ago 27d
    . . . Foresters Financial Services, Inc. provides everyday families and individuals with financial solutions, guidance, and… Vehicles Education Plans Foresters Financial is a member of: FINRA (Financial Industry Regulatory Authority) ICI (Investment…
  • 2.7
    BSI America – San Jose, CA
    25 days ago 25d
    manufacturing. BSI consultants represent the best of the best in EHS Management Consulting. As a BSI consultant, you have access… other general EHS, and are interested in the dynamic world of consulting. In this role you will be working either on site at one of…
  • 3.4
    IBM – San Jose, CA
    13 days ago 13d
    with unmatched expertise. The GBS Financial Services is seeking a Senior Consultant to help drive strategy and change with… Services (GBS) is the world’s leading and largest consulting organization. Our consultants bring together all of IBM’s capabilities to…
  • 4.0
    EiS Technologies – San Jose, CA
    Today 7hr
    following in addition to the above skills: - Oracle EBS Financials (GL, AP, AR, CM, FA, and Advanced Collections) - Purchasing… We are looking for an Oracle EBS HCM Consultant needed for an upgrade project in the Bay Area California. If you are available…
  • 3.6
    ForeScout – San Jose, CA
    Est. Salary $76k-$111k
    7 days ago 7d
    be part of our growing Corporate Financial Planning & Analysis (FP&A) team. The Sr. Financial Analyst Expert will work with the… managers on a broad set of decisions Financial and Business Acumen: Ability to evaluate financial and business indicators and translate…
  • 3.8
    Deloitte – San Jose, CA
    22 days ago 22d
    As a Workday Financials Lead, Senior Consultant at Deloitte, you will join an organization that has a 15+ year relationship with… relevant consulting or industry experience 2+ years experience leading workstreams or small teams Workday Financials Professional…
  • 3.7
    Edward Jones – San Jose, CA
    4 days ago 4d
    financial consultant, wealth manager, investment banker, financial planner, investment advisor, investment consultant, investment… . Edward Jones is a privately owned financial-services leader with nearly 14,000 Financial Advisors in the United States and Canada…
  • 3.6
    Charles Schwab – Cupertino, CA
    11 days ago 11d
    to meet their financial needs. In partnership with the Sr. Financial Consultant (FC), the Financial Consultant Assistant will… advice with the practice clients of the Sr. Financial Consultant. The Financial Consultant Assistant will help grow the practice by…
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