Financial Advisor Jobs in San Jose, CA

Advance product engineering by owning critical systems across the insurance lifecycle, collaborating with teams to translate complex challenges into impactful solutions, while maintaining high enginee...

Champion strategic finance projects to support critical decisions and growth. Own forecasting, budgeting, and analysis while collaborating with founders to optimize capital allocation and infrastructu...

Shape the future of agricultural finance by managing complex credit requests, conducting thorough financial analyses, and leading transaction structures while ensuring compliance and risk management f...

Shape the future of federal integration by driving strategic growth with top-tier FSIs. Leverage your expertise in complex sales to enhance the adoption of innovative cloud solutions and support criti...

Join a team that's dedicated to operational excellence, leading a high-performing loan servicing team that drives efficiency, compliance, and a seamless experience from onboarding to payoff—all while...

Join a team that's dedicated to bridging complex data and executive strategy. As a senior FP&A Manager, you'll drive financial forecasting, collaboration, and elevate decision-making across global bus...

Accelerate progress at client engagements by leading a team of consultants and providing expert Workday Financials guidance, ensuring successful implementations and driving client success through inno...

Join a dynamic team to oversee risk management for a fast-growing trading platform, ensuring compliance and developing innovative multi-asset products while analyzing market risks and client impacts...

Unlock potential by driving financial insights and strategic analyses to influence decision-making. Collaborate across teams, develop forecasts, and support business initiatives while thriving in a dy...

Join a team that's shaping the future of business development by driving growth strategies, building client relationships, and leading a high-performing team in a dynamic environment focused on opport...

Join us to shape the future of our business development strategies, driving growth and market presence across key regions. You'll lead high-performing teams, engage with clients, and implement solutio...

Lead advanced offensive security initiatives, conducting complex threat emulations and assessments across diverse environments. Mentor teams and drive innovation in security practices while collaborat...

Contribute to the accuracy and integrity of financial results globally. Lead financial reporting and accounting operations, ensuring compliance while fostering a collaborative team culture in a dynami...

Drive financial excellence by building a robust accounting function. Own compliance, controls, and audits while collaborating with leaders to shape strategy for a rapidly growing company. Set standard...

Drive financial strategy and execution for Product & Engineering, owning budgeting, forecasting, and planning processes during high-growth phases, while fostering collaboration and efficiency across c...

Empower the transformation of life and annuities technology, leading strategy and modernization initiatives while enhancing customer experience and operational efficiency across a global organization...

Empower clients by providing expert mortgage solutions. Collaborate with internal and external partners to drive sales, ensure seamless loan processing, and advise customers on financial options to ac...

Join a dynamic Treasury team to optimize global banking operations, enhance liquidity management, and implement strategic risk and investment strategies. Contribute to building a world-class treasury...

Engage in strategic sales efforts to drive new business acquisition within the Insurance sector. Collaborate with executives to position digital transformation services and achieve sales targets, leve...

Join a team that's building financial strategies for a cutting-edge consumer AI startup. Collaborate with the CEO to establish robust financial models and drive data-informed decisions, laying the fou...

Elevate your career by driving customer success through Data 360 & Agentforce. Leverage your technical expertise and business acumen to guide clients in maximizing platform consumption and achieving t...

Drive new business growth within the small business segment by building broker relationships, providing consultative sales, and representing insurance solutions in the market. Utilize market expertise...

Shape the future of diabetes care by leading financial strategies that drive global marketing and business development decisions, ensuring accurate forecasting and strategic insight to enhance product...

Engage in fast-paced sales to support SMB founders by managing high-volume pipelines. Lead consultative cycles from lead qualification to closing, promoting immigration solutions as a tech-driven alte...

Shape client relationships by managing an insurance portfolio, ensuring exceptional service, supporting sales efforts, and navigating complex insurance needs to maximize retention and business growth...