The Financial Analyst at Stanford University's University IT (UIT) is responsible for a complex financial portfolio, including budgeting, forecasting, reporting, and month-end close activities. This role involves building strong working relationships across UIT, performing and designing ad hoc analyses of large complex data sets, and developing reports and presentations of complex financial data and metrics for management and third parties. The position also includes supervising, training, and coaching other staff as needed.

Financial Analyst

The Finance Liaison Financial Analyst 3 at Stanford University's School of Humanities and Sciences is responsible for managing the annual accounting cycle and complex financial systems that support the School. This role involves liaising with departments and programs to complete the annual accounting and budget cycle activities, providing financial analysis, forecasts, and recommendations, and managing a wide variety of tasks in a fast-paced academic environment. The position offers a hybrid work option, requiring on-site days and may include supervisory responsibilities.

Finance Liaison Financial Analyst 3 (Hybrid Opportunity)

Finance Liaison Financial Analyst 3

The Director of Specialist Sales in the Financial Services Industry at Red Hat is responsible for leading a group of sales professionals to achieve quarterly and annual revenue and growth targets. This role involves motivating, coaching, and mentoring the sales team to grow existing accounts and capture new business throughout the region. The Director will develop effective sales strategies, participate in strategic planning, and directly contribute to closing deals at key accounts. This position requires experience selling complex software solutions and working in environments with multiple offerings.

Director, Specialist Sales - FSI

Director, Specialist Sales - Financial Services Industry

As an Investment Consultant at Charles Schwab, you will learn and grow within the Branch Network, preparing for a career in financial consulting. This role involves proactive outbound calls to existing clients to uncover opportunities, needs-based analysis, and positioning appropriate products and solutions. You will observe and learn from skilled Financial Consultants, gaining valuable experience in the finance industry.

Investment Consultant - Cupertino, CA

Investment Consultant

The Financial Solutions Advisor Stage I at Bank of America is an entry-level position designed for individuals passionate about helping clients achieve their financial goals. This role involves obtaining Securities Industry licenses and learning foundational skills to manage client relationships, consider complex financial pictures, and guide clients with advice and solutions. The position offers a defined path to becoming an advisor through a multi-stage training program, including hands-on practice, personalized coaching, and dedicated support.

Financial Solutions Advisor Registration Candidate- Consumer Investments- Greater Bay Region

Financial Solutions Advisor Stage I

Patelco Credit Union is seeking a Financial Advisor Associate to join its Investment Team, providing retirement and investment services to members in the San Jose, CA, area. This role involves working closely with registered representatives to service and transition a 'B' and 'C' client base, conducting client reviews, and serving as the broker of record for select member accounts. The position offers a mentorship opportunity with an experienced Financial Advisor and includes warm leads and a compensation structure of salary plus commission.

Financial Advisor Associate

The Financial Solutions Advisor - Consumer Investments at Bank of America is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. This role involves triaging client leads, making referrals based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building financial plans, and recommending brokerage products. The position requires registration with the SAFE Act and adherence to its requirements.

Financial Solutions Advisor- Consumer Investments- Greater Bay Region

Financial Solutions Advisor - Consumer Investments

As a Financial Systems Manager at The Walt Disney Company, you will support the modernization and implementation of SAP’s S/4 HANA general ledger software and other related systems critical to managing the company’s financial results. This role involves working closely with the Finance organization, Enterprise Technology, and business partners to ensure the successful implementation of SAP S/4HANA, a new consolidation application, and help lead master data governance and reporting close cycles. The position requires a strong operational understanding of accounting processes, expert functional/technical knowledge of SAP, and a customer-centric focus.

Financial Systems Manager

The Department of Insurance and Financial Services (DIFS) is seeking a Financial Institution Examiner to work in public service, ensuring credit unions provide safe, sound, and reliable financial services. This role involves monitoring and examining state-chartered credit unions in Michigan, providing guidance, evaluating compliance with regulations, and encouraging sound business practices. The position offers a chance to build a career in a sector that supports the financial needs of individuals and businesses, with opportunities for professional growth and a competitive benefits package.

Financial Institution Examiner E

Financial Institution Examiner

The Experienced Financial Advisor at Bank of America's Merrill Lynch Wealth Management is responsible for delivering a full range of goals-based financial planning/wealth strategies, including assessment of client needs, maintaining relationships with management teams, sourcing prospective clients, and delivering customized solutions. This role requires at least 5+ years of experience as a Financial Advisor with a transportable practice, a strong performance in a team environment, and a drive to achieve more for clients and themselves.

Merrill Experienced Financial Advisor

Experienced Financial Advisor

The Financial Aid Advisor at San Jose State University performs a variety of duties related to processing the financial aid eligibility determination for student financial aid applications, maintaining records, and assisting students by providing information. This role involves document verification, need analysis of financial aid documentation, and awarding processes for all San Jose State University applicants. The advisor works independently, primarily responsible for document verification and need analysis of financial aid documentation related to the financial aid application and awarding process.

Financial Aid Advisor

The Financial Analyst at Apple's IS&T Finance team will provide day-to-day finance support for the IS&T organization, including managing the annual plan, monthly forecast cycles, and quarterly close. This role involves consolidating and analyzing financial results, developing business partnerships, and driving operational improvements. The ideal candidate will have the ability to work with incomplete information, deal with ambiguity, and present solutions effectively.

Financial Analyst - IS&T Finance

The Personal Financial Advisor I at TD Bank works from a centralized hub to attract and retain clients in the Mass Affluent segment by addressing their wealth management needs. This role involves meeting remotely with prospects and clients to understand their financial goals, recommending investment and insurance solutions, and maintaining client relationships. The PFA I is part of a sales desk team responsible for developing and maintaining the client base, with a focus on Retail Store referrals, digital prospects, marketing lead lists, and accounts transitioned from field Financial Advisors.

Personal Financial Advisor (PFA) I-Greenville, SC

Personal Financial Advisor I

Chart Industries is seeking a Financial Analyst for their office in Buffalo, NY. This role involves supporting the VP Finance in financial reporting and analysis, coordinating with finance leaders, and assisting with reporting and special projects. The successful candidate will play a key role in ensuring the accuracy and completeness of financial information, contributing to decision-making and visibility of key financial metrics.

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Financial Service Advisor Jobs in San Jose, CA Hiring Now

Financial Analyst

Finance Liaison Financial Analyst 3 (Hybrid Opportunity)

Director, Specialist Sales - FSI

Investment Consultant - Cupertino, CA

Financial Solutions Advisor Registration Candidate- Consumer Investments- Greater Bay Region

Financial Advisor Associate

Financial Solutions Advisor- Consumer Investments- Greater Bay Region

Financial Systems Manager

Financial Institution Examiner E

Merrill Experienced Financial Advisor

Financial Aid Advisor

Financial Analyst - IS&T Finance

Personal Financial Advisor (PFA) I-Greenville, SC

Financial Analyst

Financial Solutions Advisor- Consumer Investments- Greater Bay Region