Financial Planning / Advising job openings in the San Jose, California area
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Job listings, help wanted ads and employment postings (last updated on Monday, November 30)
Financial Representative / Financial AdvisorMonster.com CA-San Jose, Financial Representative The offers a personalized approach to uncovering financial solutions tailored to each client's individual needs. Financial representatives with the Northwestern Mutual Financial Network provide expert guidance and innovative solutions to help meet a client's financial goals and objectives at every life stage. They offer exclusive access to insurance products from a top-rat … MORE INFO |
Student Finance PlannerMonster.com CA-San Jose, Everest College - San Jose, CA campus Req #: 09-2608 General Duties: Under general supervision, this position is responsible for student financial interviews, financial options counseling, intake processing, and customer service to ensure complete and accurate financing of student educational expenses. Perform needs analysis, provide financing documents, and generate tentative award letter for all … MORE INFO |
Financial AdvisorMonster.com CA-Campbell, Job Description At Waddell & Reed, we invest in our financial advisors. As you consider your options, we want you to know that Waddell & Reed not only offers unparalleled opportunity, but we do so with a level of personal support that sets us apart. Responsibilities As a financial advisor, you will provide your clients with comprehensive financial planning and advice to help them effectively pursu … MORE INFO |
Investment Consultant - CitigroupMonster.com CA-San Jose, Job Description Brief Description of the Organization Personal Wealth Management (PWM) provides financial planning and wealth management services via our Citibank branch-based advisors and centralized service centers. PWM will lead efforts to dramatically expand our personal wealth management capabilities and provide customers with simple, transparent solutions. The goal for CPWM is to lead the in … MORE INFO |
Lending ManagerMonster.com CA-Sunnyvale, Job Description: ESSENTIAL RESPONSIBLITIES Coach and monitor real estate lending staff through direct guidance, leadership, timely feedback and constructive criticism. Oversee real estate lending staff training to assure adequate knowledge of regulations and Credit Union policies and procedures. Coordinate routine staff schedules to meet the needs of the area and members, approve Paid Time-Off req … MORE INFO |
Sr. Finance Director- Corp Marketing & Strategic AlliancesMonster.com CA-Sunnyvale, Title: Sr. Finance Director, Corp Marketing and Strategic Alliances Department: Field Finance Reports to: Vice President, Field Finance and Operations Location: Sunnyvale, California POSITION SUMMARY The Senior Finance Director for Corporate Marketing and Strategic Alliances has responsibility as the finance leader for the CMO and Executive Vice President, Strategic Alliances and their respective o … MORE INFO |
Personal Banker - Great Benefits - Moving FAST!!!!Monster.com CA-Menlo Park, Job Description: This personal banker Position Features: great benefits excellent bonus structure opportunity for advancement Great Pay to $42K Banking company seeks a personal banker to cross sell banking options, open new accounts, process transactions, generate new sales, and light cold calling. This stable, family-oriented organization offers great benefits, excellent bonus structures and oppo … MORE INFO |
Accounting Manager for growing global software companyMonster.com CA-Redwood City, Fast growing global software company is looking to add on a Accounting Manager. Fun and professional environment with lots of room for growth. Responsibilities: Supervision of all operational aspects of general accounting to include preparation and/or review and approval of all general ledger entries and account reconciliations. Prepare monthly, quarterly and annual reports and forecasting. Prepar … MORE INFO |
Personal Banker -Great BenefitsMonster.com CA-Pleasanton, Job Description: This personal banker Position Features: great working environment excellent benefits amazing opportunity Great Pay to $40K Immediate need for personal banker seeking great working environment, excellent benefits and amazing opportunity. Will be responsible for processing customer transactions according to branch policies and procedures, preparing and balance daily work, bank depos … MORE INFO |
Student Finance RepresentativeMonster.com CA-San Francisco, Everest College - San Francisco, CA Campus Req# 09-2561 General Duties: Conduct financing interview with re-entering and continuing students. Assist students who have had an interruption in their educational program with any financial issues upon their return. Provide students with accurate information regarding the application process, loan counseling and their eligibility for State/Federal finan … MORE INFO |
Student Accounts RepresentativeMonster.com CA-San Francisco, Everest College - San Francisco, CA campus Req#: 09-2539 General Duties: Advise students regarding their payment options and financial policies. Post student tuition and fees. Issue system generated receipts. Bill and collect payments from third party agencies for student tuition and fees. Prepare daily bank deposits, reconcile cash receipts, and complete Cash Receipts Journal for weekly submissio … MORE INFO |
Shown below: San Jose financial planning / advising area jobs provided by  |
Director, Strategy and Corp Development - (PL)Hewlett-Packard - Business Planning – Palo Alto, CA – Indeed.com corporate strategy or management consulting firm, advising, coaching, leading - with quantifiable success... problem structuring Strong financial acumen... … MORE INFO |
Financial AdvisorSGC Financial & Insurance Services – San Mateo, CA – Indeed.com unique approach to Financial Advising helps to ensure... financial needs of clients Create and potentially implement creative financial planning recommendations... … MORE INFO |
Financial AdvisorSGC Financial and Insurance Services – San Mateo, CA – Indeed.com unique approach to Financial Advising helps to ensure... financial needs of clients Create and potentially implement creative financial planning recommendations... … MORE INFO |
Financial AdvisorWaddell & Reed, Inc. – Campbell, CA – Indeed.com Occupations: Financial Planning/Advising Career... financial advisor, you will provide your clients with comprehensive financial planning and advice to help... … MORE INFO |
Director, Strategy and Corp Development - (PL)Hewlett Packard – Palo Alto, CA – Indeed.com consulting firm, advising, coaching, leading - with... skills and complex problem structuring Strong financial acumen Demonstrated leadership skills in a team... … MORE INFO |
Transaction Advisory Services - M&A Tax ManagerErnst & Young – San Jose, CA – Indeed.com reflected in their financial models, and assist clients in the quantitative and qualitative analysis of the tax data in their financial projections for the... … MORE INFO |
Sr. Business LeaderVisa – Foster City, CA – Indeed.com financial institutions, merchants, consumers, businesses and government entities. We offer a range of branded payment product platforms, which our financial... … MORE INFO |
HR Business PartnerMicron – San Jose, CA – Indeed.com and rewards, succession planning, and organizational... Strong business and financial skills. Excellent skills in communicating, advising, influencing and... … MORE INFO |
Director, Environmental InitiativesHewlett-Packard - Marketing – Palo Alto, CA – Indeed.com reputation tracking study rollout and action planning ยท Environmental partnership opportunities... Strong business and financial acumen, able to link... … MORE INFO |
Finance Leader - Channel Marketing,Small BusinessIntuit – Menlo Park, CA – Indeed.com Develop and maintain financial models with consistent... s annual planning, forecasting, and month end close processes. Responsibilities include advising and... … MORE INFO |
Product Line Manager, Senior2Wire – San Jose, CA – Indeed.com copywriting, technical advising and approval review... Excellent project management skills. Proven financial acumen with a successful track record of P&L... … MORE INFO |
Director, Environmental InitiativesPalo Alto, CA – Indeed.com Strong business and financial acumen, able to link... Expected to contribute as a senior business leader, advising business and marketing leadership on critical... … MORE INFO |
Tax Senior - IAS Expatriate TaxPricewaterhouseCoopers – San Jose, CA – Indeed.com with managing the complex financial, tax and human... to optimal tax strategy and tax compliance and planning. We are currently looking for a Senior Associate... … MORE INFO |
Finance LeaderIntuit Inc. – Menlo Park, CA – Indeed.com Develop and maintain financial models with consistent... s annual planning, forecasting, and month end close processes. Responsibilities include advising and... … MORE INFO |
Tax Senior - IAS Expatriate TaxPricewaterhouseCoope rs – San Jose, CA – Indeed.com with managing the complex financial, tax and human... to optimal tax strategy and tax compliance and planning. We are currently looking for a Senior Associate... … MORE INFO |
Fort Worth, TX