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

61 Jobs

  • 3.8
    Edward Jones – San Jose, CA
    6 days ago 6d
    financial consultant, wealth manager, investment banker, financial planner, investment advisor, investment consultant, investment… support to pass your Series 7, Series 66 and insurance licensing exams Financial support during exam study, training and the first…
  • 3.8
    Fidelity Investments – San Jose, CA
    HOT
    executive’s financial well-being How Your Work Impacts the Organization The Executive Planning Consultant provides… Purpose of Your Role The VP, Executive Planning Consultant will have the responsibility for maintaining and nurturing relationships…
  • 4.3
    San Jose State University – San Jose, CA
    $78k-$98k(Glassdoor est.)
    HOT
    and Financial Operations serves as the key point person for the department regarding the housing application and licensing process… Counsels students about financial difficulties related to payments and regarding cancellation of their License agreement; Serves as…
  • 4.0
    Meriwest Credit Union – San Jose, CA
    HOT
    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…
  • 4.0
    Alexander Ash – San Jose, CA
    27 days ago 27d
    FinancialConsultants 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…
  • 3.0
    Comerica – San Jose, CA
    NEW
    Senior Retail FinancialConsultant, Comerica Securities The Senior Retail FinancialConsultant builds and grows a book of clients… years of experience as a FinancialConsultant/Advisor 3 years of experience as a FinancialConsultant 5 years business development…
  • 3.6
    Charles Schwab – Sunnyvale, CA
    5 days ago 5d
    environment for outstanding financial rewards, consider a career as an Associate FinancialConsultant at Charles Schwab. To learn… component of Schwab’s business strategy. The Associate FinancialConsultant will pursue this mission through: Proactive outbound…
  • 3.5
    Wells Fargo – San Jose, CA
    NEW
    personal and financial goals through homeownership. We have an immediate opening for a Home Mortgage Consultant (HMC). This… requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards…
  • 3.5
    Wells Fargo – San Jose, CA
    NEW
    personal and financial goals through homeownership. We have an immediate opening for a Home Mortgage Consultant (HMC). This… requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards…
  • 3.8
    Starbucks – San Jose, CA
    NEW
    tobeapartner As a Licensed Store District Manager you enjoy the journey of providing consultative support and service to… and business results. Elevate your Leadership: Consults with the Licensed Store management team to deliver legendary customer…
  • 4.2
    Keller Williams Realty – San Jose, CA
    26 days ago 26d
    Williams thinks like a top producer, acts like a trainer-consultant, and focuses all its activities on service, productivity,… their market and the opportunity to reap the accompanying financial rewards. Visit us at: www.SiliconValleyRealEstateCareers.com…
  • 3.5
    Bank of America – San Jose, CA
    $49k-$104k(Glassdoor est.)
    5 days ago 5d
    Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRCP) Designations desired. Insurance licenses desired… creating a comprehensive financial strategy, assessing needs, identifying, and recommending financial solutions. Knowledge of…
  • 3.9
    Grant Thornton – San Jose, CA
    $101k-$171k(Glassdoor est.)
    18 days ago 18d
    Business Consulting & Technology transforms value. Our Business Consulting and Technology (BC&T) practice consists of Financial Management… and focus it takes to be a leader. Financial Management Senior Manager - Business Consulting & Technology Grant Thornton’…
  • Guardian Angel Home Health Care – San Jose, CA
    NEW
    appropriate community resources as needed Plans for discharge Consults and coordinates services with other disciplines Participates… treatment of the temporary effects of illness. Assists with financial, community resources so that facilitation of recovery is acquired…
  • 3.6
    Charles Schwab – Sunnyvale, CA
    11 days ago 11d
    to meet their financial needs. In partnership with the Sr. FinancialConsultant (FC), the FinancialConsultant Partner will support… advice with the practice clients of the Sr. FinancialConsultant. The FinancialConsultant Partner will help grow the practice by partnering…
  • 3.3
    BDO USA – San Jose, CA
    $92k-$126k(Glassdoor est.)
    4 days ago 4d
    client service teams License/Certifications: CPA license or other relevant professional licenses and/or certifications,… Auto req ID 10400BR Posting Title 382 Consulting, Mergers and Acquisitions Tax Manager Multiple Locations San Jose Address…
  • 3.3
    BDO USA – San Jose, CA
    $60k-$75k(Glassdoor est.)
    5 days ago 5d
    service teams, preferred License/Certifications CPA license or other relevant professional licenses and/or certifications,… Auto req ID 10277BR Posting Title Tax Associate, 382 Consulting, Mergers and Acquisitions Address 1 50 West San Fernando…
  • 3.5
    IBM – San Jose, CA
    $51k-$98k(Glassdoor est.)
    5 days ago 5d
    management, and Compliance (GRC), SAP User Licensing data to performance licensing administration, set-up of SAP audit logs, and… Services (GBS) is a team of business, strategy and technology consultants enabling enterprises to make smarter decisions and providing…
  • 2.7
    Protection 1 – San Jose, CA
    4 days ago 4d
    strengthening existing customer partnerships. Commercial Sales Consultants specialize in the core to upmarket customer verticals with… To perform this job successfully, the Commercial Security Consultant may be expected to perform some or all of the duties listed…
  • 3.4
    New York Life Insurance Company – San Jose, CA
    11 days ago 11d
    mission is to provide financial security and peace of mind through our insurance, annuity and financial products and services.… your own employees!), sales development manager, product consultant, and home office opportunities in recruiting, marketing, or…
  • 2.3
    Guardian Angel Home Care – San Jose, CA
    $53k-$73k(Glassdoor est.)
    4 days ago 4d
    guidelines. Must be a licensed driver with an insured automobile in good working order. , Licensed Clinical Social Worker… appropriate community resources as needed Plans for discharge Consults and coordinates services with other disciplines Participates…
  • 3.5
    Wells Fargo – Santa Clara, CA
    NEW
    personal and financial goals through homeownership. We have an immediate opening for a Home Mortgage Consultant (HMC). This… requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards…
  • 3.9
    KPMG – Santa Clara, CA
    NEW
    Principles, Securities and Exchange Commission financial reporting issues, International Financial Reporting Standards , mergers and acquisitions… among the best companies to work for by Fortune Magazine, Consulting Magazine, Working Mother Magazine, Diversity Inc. and others…
  • 3.9
    KPMG US – Santa Clara, CA
    5 days ago 5d
    Associate, Financial Due Diligence Requisition Number: 68265 Function: Advisory Area of Interest: Financial Due Diligence… Principles, Securities and Exchange Commission financial reporting issues, International Financial Reporting Standards , mergers and acquisitions…
  • 4.0
    Meriwest Credit Union – San Jose, CA
    $29k-$57k(Glassdoor est.)
    18 days ago 18d
    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…
  • 3.0
    ADT Security Services – San Jose, CA
    $33k-$76k(Glassdoor est.)
    13 days ago 13d
    Certificates, Licenses, Registrations: Applicable state and local licenses as required. Must have valid driver’s license issued… strengthening existing customer partnerships. Commercial Sales Consultants specialize in the core to upmarket customer verticals with…
  • 4.6
    Virtual Financial Group – San Jose, CA
    $38k-$64k(Glassdoor est.)
    26 days ago 26d
    North America Virtually. FinancialConsultants create customized plans using our proprietary Financial Needs Analysis "FNA" Software… manager & consultant, during which you will gather pertinent information and educate clients about fundamental financial issues…
  • 3.5
    Bank of America – San Jose, CA
    18 days ago 18d
    Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRCP) Designations desired. Insurance licenses desired… creating a comprehensive financial strategy, assessing needs, identifying, and recommending financial solutions. Knowledge of…
  • 3.4
    Satellite Healthcare – San Jose, CA
    11 days ago 11d
    partnership with the Total Rewards Leader, the Principal Consultant position will consult on compensation initiatives across the business… Number 17-0988 Post Date 10/10/2017 Title HR Principal Consultant (Total Rewards) Location Corporate HQT Job Status Full…
  • 3.7
    EY – San Jose, CA
    $86k-$130k(Glassdoor est.)
    12 days ago 12d
    houses, systems integrators and engineering project management consultants, cannot provide the complete service our clients now demand… . Play an active role in counselling and mentoring junior consultants within the organization Demonstrate in-depth technical…
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