Financial Services Consultant Jobs in San Jose, CA | Glassdoor

Financial Services Consultant Jobs in San Jose, CA

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  • 3.0
    4 days ago 4d
    E*TRADE Financial
    Palo Alto, CA
    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…
  • 3.9
    10 days ago 10d
    Fidelity Investments
    San Jose, CA
    demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport… of your clients through deepening relationships and complex financial planning Your integrity, insights, communication skills…
  • 3.9
    22 days ago 22d
    Kaiser Permanente
    Pleasanton, CA
    Est. Salary $69k-$127k
    Est. Salary $83k-$106k
    management consulting, and analytical decision support services or technical expertise for a broad array of financial and operational… Develops, interprets and implements financial concepts for financial planning and control. Performs technical analysis to determine…
  • 3.6
    16 days ago 16d
    Edward Jones
    San Jose, CA
    Est. Salary $45k-$90k
    Est. Salary $55k-$74k
    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
    Sunnyvale, CA
    AMBITION CAN TAKE YOU TO A BETTER PLACE. As a Schwab Financial Consultant, you’ll need an entrepreneurial spirit and a passion… you may be ready for a career worth owning. Schwab Financial Consultants: Are launched with a practice of existing Schwab…
  • 3.9
    Fidelity Investments
    Sunnyvale, CA
    Est. Salary $104k-$157k
    Est. Salary $117k-$140k
    demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while building rapport… trust, estate planning, tax planning, insurance and complex financial planning Collaborating with multiple business partners allows…
  • 4.2
    Globalnest
    San Jose, CA
    Est. Salary $79k-$111k
    Est. Salary $87k-$102k
    Job Title: Oracle Financial Functional Consultant Location: San Jose CA Duration: 3+ Months Position Overview Job Description…
  • 3.6
    Charles Schwab
    Menlo Park, CA
    environment for outstanding financial rewards, consider a career as an Associate Financial Consultant at Charles Schwab. To… component of Schwab’s business strategy. The Associate Financial Consultant will pursue this mission through: Proactive outbound…
  • 3.8
    Deloitte
    San Jose, CA
    Est. Salary $82k-$128k
    Est. Salary $94k-$114k
    Use your ERP Financials experience to become a Workday Financials practitioner at Deloitte. Join an organization that has a 15… + years as a Global Alliance Partner. Work you'll do Consultants function as integrators between business needs and technology…
  • 4.6
    Collaborative Solutions
    Pleasanton, CA
    Est. Salary $51k-$97k
    Est. Salary $61k-$80k
    Collaborative Solutions is seeking Financials Consultants with Financial Management systems experience and expertise in the areas… years of hands-on functional financials experience with PeopleSoft, Oracle, SAP or other ERP financial management systems, required…
  • 3.9
    11 days ago 11d
    Provident Credit Union
    Palo Alto, CA
    Est. Salary $33k-$67k
    Est. Salary $40k-$54k
    important. The Financial Consultant Intern reports to and performs duties under the direction of the Financial Consultant and the AVP… Eureka, and Folsom. Job Purpose To support the Financial Consultants by supporting all related sales and service efforts.…
  • 3.9
    Fidelity Investments
    Palo Alto, CA
    Est. Salary $48k-$63k
    Est. Salary $52k-$58k
    invest in your future. Our Financial Consultant Program outlines the path to becoming a Financial Consultant in as little as five years… prepare you for your next role on the path to becoming a Financial Consultant. The Skills You Bring You have superb interpersonal…
  • 3.8
    Deloitte
    San Jose, CA
    Est. Salary $105k-$204k
    Est. Salary $127k-$170k
    Deloitte Consulting LLP is one of the world's leading management consulting firms for executable strategy, operations, technology… combination of Oracle Financials applications such as: General Ledger (GL), Sub-ledger Accounting (SLA), Financial Accounting Hub (FAH…
  • 3.9
    Workday
    Pleasanton, CA
    Est. Salary $86k-$127k
    Est. Salary $93k-$116k
    specific business needs of our customers. Our Financial Integration Consultants focus on the most strategic and complex projects… in-depth knowledge of various integration technologies, a consultative approach to your customers and a history of successful integration…
  • 4.2
    Systems Integration Solutions
    Cupertino, CA
    Est. Salary $79k-$125k
    Est. Salary $90k-$112k
    Request Summary: Experience implementing Hyperion Financial Management application Design and architect HFM solutions… area of specialization Strong functional knowledge around financial systems and processes…
  • 3.9
    Fidelity Investments
    Sunnyvale, CA
    Est. Salary $48k-$87k
    Est. Salary $55k-$71k
    Relationship Manager in our Financial Consultant Program, for the opportunity to further your career in financial planning. Fidelity will… you will act as an extension of our Financial Consultants providing supplemental financial planning along with high touch support…
  • 5.0
    vTech Solution
    San Jose, CA
    Est. Salary $71k-$105k
    Est. Salary $78k-$94k
    Job Details: Need one Oracle EBS Financial lead at Onsite in client facing role to lead the complete Finance…
  • StreamITechnologies
    Easy Apply
    Scotts Valley, CA
    Est. Salary $73k-$102k
    Est. Salary $80k-$93k
    Easy Apply
    Oracle Financials Functional consultant Job Title : Oracle Financials Functional consultant Project Duration : 6 Months… Oracle Finance Functional Consultant experience in 11i to R12. Strong functional knowledge is ERP financial module (AR,AP,Costing…
  • 3.7
    TD Ameritrade
    Campbell, CA
    products and services best suited to meet their financial goals. Senior Financial Consultants are expected to have a strong results oriented… Role: The primary role of the Senior Financial Consultant at TD Ameritrade will be to assess, assist, and advise existing and…
  • 3.8
    Deloitte
    San Jose, CA
    Est. Salary $72k-$140k
    Est. Salary $86k-$116k
    -leading Oracle EBS Financials - Consultant Today’s chief financial officers (CFOs) and financial executives are being asked… operational effectiveness and efficiency. Deloitte Oracle Financials Senior Consultants help clients delineate manufacturing strategy and…
  • 3.8
    Deloitte
    San Jose, CA
    industry-leading Oracle EBS Financials - Senior Consultant Today’s chief financial officers (CFOs) and financial executives are being… operational effectiveness and efficiency. Deloitte Oracle Financials Senior Consultants help clients delineate manufacturing strategy and…
  • 3.4
    Fisher Investments
    San Jose, CA
    Est. Salary $57k-$83k
    Est. Salary $65k-$75k
    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.…
  • 4.3
    Jibe Consulting
    San Jose, CA
    Est. Salary $111k-$172k
    Est. Salary $126k-$155k
    Oracle Cloud/Fusion Financials - Project Management Consultant Reports To: Practice Manager Position Type: Full-Time… must be maintained. Jibe Consulting is an Equal Employment Opportunity employer. Jibe Consulting conducts all employment-related…
  • 3.7
    10 days ago 10d
    TD Ameritrade
    Palo Alto, CA
    Est. Salary $71k-$139k
    Est. Salary $86k-$115k
    products and services best suited to meet their financial goals. Senior Financial Consultants are expected to have a strong results oriented… Role: The primary role of the Senior Financial Consultant at TD Ameritrade will be to assess, assist, and advise existing and…
  • 3.9
    Cynet Systems
    San Jose, CA
    for Oracle Apps Financial Consultant for our client in San Jose, CA Job Title: Oracle Apps Financial Consultant Job Location:… extensively worked on Oracle R12 financials projects Very strong Apps Technical in Financial modules (GL,PO,AP, FA, AR and GL)…
  • 3.9
    Workday
    Pleasanton, CA
    Est. Salary $95k-$173k
    Est. Salary $111k-$146k
    implementing Financial, Procurement, and/or Expense Management solutions. Previous consulting experience either as a consultant with… fun. Job Description The Professional Services Financials Senior Consultant will be responsible for ensuring the successful implementation…
  • 3.8
    Deloitte
    San Jose, CA
    Est. Salary $86k-$168k
    Est. Salary $104k-$140k
    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
    Enterprise Solutions Inc
    San Jose, CA
    Oracle IT Analyst role involves analysis, solution design, system configurations, implementation and support in…
  • 3.9
    Penn Mutual
    Easy Apply
    Redwood City, CA
    Easy Apply
    promises. We partner with trusted financial professionals around the country to serve the financial planning, protection, accumulation… build the skills needed to launch a successful career in the financial services industry through our unique Emerging Advisor development…
  • 3.9
    Kaiser Permanente
    Pleasanton, CA
    Est. Salary $69k-$127k
    Est. Salary $83k-$106k
    Seeking a team oriented Financial Consultant who will be responsible for providing financial support to Kaiser Permanente’s… KP-IT financial data. Major Responsibilities include: • Responsible for the proper and timely recording of financial transactions…
Job Title Location Employer Salary
Financial Consultant Pleasanton, CA Kaiser Permanente $69k-$127k
Financial Consultant San Jose, CA Edward Jones $45k-$90k
Vice President, Financial Consultant Sunnyvale, CA Fidelity Investments $104k-$157k
Oracle Financial Functional Consultant San Jose, CA Globalnest $79k-$111k
ERP Financials Implementation Lead, Consultant San Jose, CA Deloitte $82k-$128k
Workday Financials Consultant Pleasanton, CA Collaborative Solutions $51k-$97k
Financial Consultant Intern Palo Alto, CA Provident Credit Union $33k-$67k
Financial Consultant Program- Financial Representative Palo Alto, CA Fidelity Investments $48k-$63k
Oracle Cloud ERP- Financials - Senior Consultants San Jose, CA Deloitte $105k-$204k
Financial Integration Consultant Pleasanton, CA Workday $86k-$127k
Hyperion Financial Management Consultant Cupertino, CA Systems Integration Solutions $79k-$125k
Financial Consultant Program- Relationship Manager Sunnyvale, CA Fidelity Investments $48k-$87k
Oracle Financials Consultant San Jose, CA vTech Solution $71k-$105k
Oracle Financials Functional Consultants Scotts Valley, CA StreamITechnologies $73k-$102k
Oracle EBS- Financials - Consultant San Jose, CA Deloitte $72k-$140k
Investment Consultant (Financial Advisor/Stock Broker Alternative) San Jose, CA Fisher Investments $57k-$83k
Oracle Cloud/Fusion Financials - Project Management Consultant San Jose, CA Jibe Consulting $111k-$172k
Sr Financial Consultant Palo Alto, CA TD Ameritrade $71k-$139k
ERP Financials - Sr. Consultant Pleasanton, CA Workday $95k-$173k
Workday Financials Lead, Consultant San Jose, CA Deloitte $86k-$168k
Oracle Apps Financials Procure to Pay Consultant San Jose, CA Enterprise Solutions Inc $82k-$121k
Financial Consultant-IT General Accounting Pleasanton, CA Kaiser Permanente $69k-$127k
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