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Financial Consultant Jobs in Sunnyvale, CA

1,815 Jobs

  • 3.8
    Fidelity Investments – Sunnyvale, CA
    14 days ago 14d
    Relationship Manager in our FinancialConsultant Program, for the opportunity to further your career in financial planning. Fidelity will… you will act as an extension of our FinancialConsultants providing supplemental financial planning along with high touch support…
  • 3.8
    Fidelity Investments – Mountain View, CA
    10 days ago 10d
    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…
  • 3.8
    Edward Jones – Sunnyvale, CA
    7 days ago 7d
    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
    Fidelity Investments – Palo Alto, CA
    10 days ago 10d
    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…
  • 3.6
    Fisher Investments – San Jose, CA
    10 days ago 10d
    Overview Calling all financial advisers and stock brokers: You can stop prospecting now. You can stop book building, marketing… is to help your clients stay on track with their long-term financial goals. The Details: When you come to work for us as…
  • 3.5
    Sensiba San Filippo – San Jose, CA
    NEW
    Senior Accountant (Consultant 2) for our SSF Consulting Group. This position focuses primarily on Outsourced Financial Reporting and… account reconciliation functions. Key Responsibilities: Consult with clients to determine expectations, scope of services,…
  • 3.3
    KeyPoint Credit Union – Cupertino, CA
    $46k-$55k(Glassdoor est.)
    13 days ago 13d
    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…
  • 4.5
    The Shade Store – Palo Alto, CA
    EASY APPLY
    NEW
    Position: Luxury Showroom Design Consultant Position Reports to: VP of Showrooms ABOUT THE SHADE STORE® With over 70… And many more.. THE POSITION: Luxury Showroom Design Consultant Help us carry on a 3rd generation family run company,…
  • 4.0
    Meriwest Credit Union – San Jose, CA
    22 days ago 22d
    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…
  • 3.6
    Charles Schwab – Sunnyvale, CA
    4 days ago 4d
    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…
  • 4.0
    Alexander Ash – San Jose, CA
    20 days ago 20d
    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…
  • 3.3
    E*TRADE Financial – Cupertino, CA
    8 days ago 8d
    their own, our FinancialConsultants are ready to make the client experience a great one! Our FinancialConsultants are self-motivated… hire, our FinancialConsultants are assigned an existing practice of high value clients. As a FinancialConsultant you will be…
  • 3.2
    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…
  • 3.5
    IBM – San Jose, CA
    $73k-$108k(Glassdoor est.)
    NEW
    hiring a Package Solution Consultant with subject matter expertise in TRIRIGA to join our consulting team - a tremendous opportunity… Learn more about our Consulting work at: http://www-935.ibm.com/services/us/business-consulting/digital-operations-internetofthings…
  • 2.9
    ADT Security Services – San Jose, CA
    $33k-$75k(Glassdoor est.)
    11 days ago 11d
    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…
  • 3.6
    Charles Schwab – Sunnyvale, CA
    13 days ago 13d
    AMBITION CAN TAKE YOU TO A BETTER PLACE. As a Schwab FinancialConsultant, you’ll need an entrepreneurial spirit and a passion… you may be ready for a career worth owning. Schwab FinancialConsultants: Are launched with a practice of existing Schwab…
  • 3.3
    KeyPoint Credit Union – Milpitas, CA
    $47k-$57k(Glassdoor est.)
    15 days ago 15d
    with training branch staff on consultative cross-selling during loan set ups. The Financial Service Representative III will… by consistently delivering a high level of service with a consultative approach and working with branch staff to earn high marks…
  • 3.8
    Fidelity Investments – San Jose, CA
    9 days ago 9d
    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…
  • 5.0
    Robinhood – Palo Alto, CA
    $91k-$132k(Glassdoor est.)
    HOT
    years experience in investment banking, consulting or similar finance role Strong financial modeling experience Strong analytical… and forecasting initiatives. As a Financial Analyst you will: Own the corporate financial model Own the company-wide planning…
  • 2.9
    ARC Document Solutions – Sunnyvale, CA
    10 days ago 10d
    to take the first step towards being a Graphic Solutions Consultant/Color Sales Specialist at Riot Creative Imaging. Positions… Skills daily Manage complex sales cycles utilizing a consultative solution selling approach Utilize internal resources,…
  • 3.9
    Antea Group – San Jose, CA
    $74k-$113k(Glassdoor est.)
    HOT
    Reference Code: SJ - Fowler Role: Consultant Location: San Jose, CA Description: Antea USA, Inc. (Antea®Group) is… energetic, and motivated Environmental, Health & Safety (EHS) Consultant to help us grow our EHS practices in the Northern California…
  • 3.8
    Workday – Pleasanton, CA
    4 days ago 4d
    our core values is fun. Job Description Workday FinancialConsultants ensure successful deployments by architecting, configuring… Lawson, etc.) as either a consultant or customer Previous consulting experience with a consulting/software company Functional…
  • 4.0
    EiS Technologies – San Jose, CA
    NEW
    We are looking for an Oracle EBS FinancialsConsultant needed for an upgrade project in the Bay Area California. If… pass this on. Position: Oracle EBS Functional Financials Upgrade Consultant Location: Bay Area, California Duration: 3-6…
  • 3.0
    Pathways Home Health and Hospice – Sunnyvale, CA
    $69k-$102k(Glassdoor est.)
    HOT
    reports, and review financial information.) Serve on committees and task forces, as assigned. Supports financials, cost reports… Description POSITION SUMMARY: The Financial Analyst will provide informational and analytic support to the strategic and…
  • 4.5
    Burwood Group – San Jose, CA
    17 days ago 17d
    We Are Burwood Group is not your average technology consulting firm. We are an innovative, culture-driven, industry leader… achieved. What You’ll Do The Sr. Collaboration Consultant will be responsible for overseeing the design, architecture…
  • 3.6
    ThinAir – Mountain View, CA
    NEW
    About the role: · Work with the CEO to develop and improve financial strategies · Aid in and help drive fundraising efforts.… long-term · Continuously refine and elevate the company's financial plans, processes, and execution · Deliver highest quality…
  • 3.9
    Kaiser Permanente – Pleasanton, CA
    4 days ago 4d
    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…
  • 3.9
    FPI Management – Sunnyvale, CA
    4 days ago 4d
    Details: FPI Management is currently looking for a Leasing Consultant to join our team! OUR IDEAL CANDIDATE has verifiable…
  • 3.2
    Nexient – San Mateo, CA
    $68k-$105k(Glassdoor est.)
    NEW
    or in the e-commerce industry 5+ years of experience in consulting on business processes to align multiple business units for… objects/processes related to Lead generation/Conversion/ROI/Financial Impact Discuss strategic options with business owners…
  • 4.6
    Sage Intacct – San Jose, CA
    $86k-$136k(Glassdoor est.)
    16 days ago 16d
    cycle Knowledge of Financial Applications and complimentary solutions Keen understanding of consultative solution selling skills…
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