• Financial Consultant

    Financial Partners Credit Union (Long Beach, CA)
    …$66K + competitive commission Position Type Full Time Job Description Job Summary: As a Financial Consultant at our credit union, you will play a pivotal role in ... empowering our members to achieve their financial aspirations. You will provide personalized financial ...financial literacy and engagement with the credit union's services . + Documentation and Compliance: Ensure meticulous completion of… more
    Financial Partners Credit Union (04/11/25)
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  • VP, Financial Consultant

    Charles Schwab (Corte Madera, CA)
    …with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of ... of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients...volunteering, and 28-day sabbatical after every 5 years of service for eligible positions + Paid parental leave and… more
    Charles Schwab (05/10/25)
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  • Financial Wellness Consultant

    PNC (Fresno, CA)
    …and have an opportunity to contribute to the company's success. As a Financial Wellness Consultant within PNC's Organizational Financial Wellness ... clients and consumers. As a Relationship Manager I - Financial Wellness Consultant you will develop and...will provide employees of corporate clients with advice and services including HSA plans, personal banking, budgeting tools and… more
    PNC (03/14/25)
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  • Financial Services Consultant

    Penske Automotive (Corte Madera, CA)
    **Mini of Marin, a Penske Automotive Group dealership, is looking for an experienced Financial Services Consultant to join our team and deliver extraordinary ... on our organization and customers every day. As a Financial Services Consultant , you will...well as the benefits of financing, insurance and extended service programs. + Accountability: Understand and comply with all… more
    Penske Automotive (05/19/25)
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  • Financial Wellness Consultant

    PNC (San Diego, CA)
    …basis. Some responsibilities may be performed remotely, at manager's discretion. As a Financial Wellness Consultant , you will work within the PNC Retail Out ... organization and provide employees of corporate clients with advice and services including financial education, banking benefits and health-based accounts… more
    PNC (05/20/25)
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  • Los Angeles Internal Audit & Financial

    Robert Half (Los Angeles, CA)
    JOB REQUISITION Los Angeles Internal Audit & Financial Advisory Senior Consultant LOCATION LOS ANGELES ADDITIONAL LOCATION(S) JOB DESCRIPTION You Belong Here The ... You: Protiviti is looking for an Internal Audit & Financial Advisory Senior Consultant to join our...public accounting firm and does not issue opinions on financial statements or offer attestation services . JOB… more
    Robert Half (05/14/25)
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  • Investment Consultant

    Charles Schwab (Walnut Creek, CA)
    …Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and ... of employment) **Preferred Qualifications:** + 2 years of experience in the financial services industry + Ability to leverage Business development experience… more
    Charles Schwab (05/08/25)
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  • Federal Financial Management…

    Guidehouse (San Diego, CA)
    financial , systems, audit, and/or operational process understanding + Performing financial statement audits, audit readiness services or audit remediation ... variances, conducting PP&E audit remediation, etc.). Applies federal accounting, financial management, and audit knowledge/expertise when assisting with the… more
    Guidehouse (05/09/25)
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  • Account Consultant - Commercial Property…

    Sedgwick (Sacramento, CA)
    …Companies Certified as a Great Place to Work(R) Fortune Best Workplaces in Financial Services & Insurance Account Consultant - Commercial Property Experience ... basic to highly complex claims within granted authority level including related financial implications, along with financial implications and to mentor Account… more
    Sedgwick (05/13/25)
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  • Personal Financial Counselor, Presidio…

    Magellan Health Services (Seaside, CA)
    …assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and ... + Provides personal financial counseling and management services directly to service members and their...(AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC). General Job Information Title… more
    Magellan Health Services (05/15/25)
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