Financial Consultant Jobs in San Jose, CA (1,347)
Financial Advisor - Career Change Opportunity
Edward Jones
San Jose, CA
401(k)
Dental Insurance
Vision Insurance
Education
Parental Leave
$45k - $100k / year
Consultant - Financial Planning & Analysis
Verizon
🌎 Remote
New
Remote
Hybrid
SAP Financial Consultant
INTELLISWIFT
Mountain View, CA
New
Financial Services - Guidewire - Technical Consultant - Senior
Ernst and Young
San Jose, CA
Hospitality
Diversity Leader
Dental Insurance
$101.5k - $186k / year
Enterprise Architect Consultant, Financial Services
Accenture
Mountain View, CA
Diversity Leader
Eco-Friendly
Financial Services Sales Transformation - Consultant
Accenture
Mountain View, CA
Diversity Leader
Eco-Friendly
$63.8k - $205.8k / year
‌
Financial Services - Guidewire - Technical Consultant - Senior
Ernst & Young Advisory Services Sdn Bhd
San Jose, CA
$101.5k - $186k / year
‌
Technology Transformation Excellence Consultant, Financial Services
Accenture
Mountain View, CA
Diversity Leader
Eco-Friendly
$59.1k - $158.3k / year
‌
Asset Management - Tech Consulting - Senior Manager Consultant - Financial Services
Ernst and Young
San Jose, CA
New
Diversity Leader
Dental Insurance
$169.9k - $388.2k / year
‌
Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - Santana Row M[...]
Bank of America
San Jose, CA
New
Hourly
Diversity Leader
Eco-Friendly
$28.85 - $33.65 / hour
‌
Financial Solutions Advisor Registration Candidate- Consumer Investments- San Jose Area
Bank of America
San Jose, CA
Hourly
Diversity Leader
Eco-Friendly
$28.85 - $33.65 / hour
‌
Associate Financial Advisor
Bighornlaw
San Jose, CA
New
Entry-Level
$107.5k / year
‌
Financial Aid Advisor
Gurnick Academy-Medical Arts
San Jose, CA
Hourly
$19.80 - $29.15 / hour
‌
Associate Financial Advisor
New York Life Insurance Company - Santa Clara General Office
San Jose, CA
Entry-Level
$107.5k / year
‌
Merrill Experienced Financial Advisor
Bank of America
San Jose, CA
Diversity Leader
Eco-Friendly
‌
Associate Wealth Advisor
Beacon Pointe
San Jose, CA
‌
Financial Advisor | Investment Advisory Firm (RIA)
Mission Creek Capital Partners
San Jose, CA
New
Hybrid
‌
Merrill Financial Solutions Advisor - Silicon Valley Market
Bank of America
San Jose, CA
Diversity Leader
Eco-Friendly
$75k - $85k / year
‌
Consultant Financial Planning & Analysis
Verizon Communications
🌎 Remote
New
Remote
Hybrid
Eco-Friendly
‌
Workday Financial Integration Consultant
Diligente Technologies
Palo Alto, CA
New
‌
Financial Advisor
NIM Retirement Group
San Jose, CA
New
$300k - $400k / year
‌
Financial Advisor
Innovations PSI
San Jose, CA
New
$115k - $225k / year
‌
Senior Financial Advisor/Financial Advisor - Summitry
Aspen Standard Wealth
San Jose, CA
New
401(k)
Dental Insurance
Vision Insurance
$115 - $225 / day
‌
Associate Wealth Advisor
Confidential
San Jose, CA
New
‌
Associate Financial Advisor
Brio Financial Group
San Jose, CA
New
‌
Financial Advisor
Financial Planner Recruiting
Palo Alto, CA
New
‌
Licensed Financial Consultant
Dave Santos Group
🌎 Remote
New
Part-Time
Remote
Flexible Schedule
$2,500 / month
‌
Oracle Cloud Financial Consultant
Accenture
Mountain View, CA
Diversity Leader
Eco-Friendly
$63.2k - $169.8k / year
‌
Investment Consultant - Campbell/Los Gatos, CA
Charles Schwab
Campbell, CA
Health Insurance
Dental Insurance
Vision Insurance
Education
Parental Leave
‌
Investment Consultant- Menlo Park, CA
Charles Schwab
Menlo Park, CA
Health Insurance
Dental Insurance
Vision Insurance
Education
Parental Leave
‌
Financial Solutions Advisor Registration Candidate- Consumer Investments- Greater Bay Region
Bank of America
San Jose, CA
Hourly
Diversity Leader
Eco-Friendly
$28.85 - $33.65 / hour
‌
Financial Advisor Associate
Atria Wealth Solutions
San Jose, CA
Part-Time
PTO
Dental Insurance
Vision Insurance
Education
$500 / week
‌
Tax Senior Manager - Investment Management - Private Equity (West Region Office Locations)
Deloitte
San Jose, CA
Diversity Leader
$119.5k - $272.1k / year
Financial Consultant Salary in San Jose
Financial Consultants working in San Jose, CA make an average annual salary of $86K and a maximum annual salary of around $192K.
Job Description
Working as a Financial Consultant in San Jose, CA
There are 1,347 Financial Consultant opportunities available in San Jose, CA all with unique requirements.
A Financial Consultant, also known as a Financial Planner, helps individuals develop financial plans to meet their short and long-term goals by identifying and reducing risks. They gather information to identify areas of opportunity for clients. Â This position primarily works with individuals who are high net worth individuals and businesses to build financial strategies.
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Financial Consultant jobs near San Jose, CA
Financial Consultants in San Jose, CA Resume Data
Average Experience for Financial Consultants in San Jose, CA
- More than 10 years: 69%
- 6-10 years: 21%
- 3-5 years: 7%
- 1-2 years: 2%
- Less than 1 year: 1%
Educational Background for Financial Consultants in San Jose, CA
- Bachelors: 43%
- Masters: 37%
- Diploma: 10%
- Associates: 7%
- Doctorate: 3%
Top Skill for Financial Consultants in San Jose, CA
- Customer focus & orientation: 16%
- Attention to detail: 15%
- Sales skills: 12%
- Work style: Reliability: 10%
- Management & leadership skills: Planning & execution: 9%
- Spreadsheets with Microsoft Excel: 9%
- Bookkeeping: 8%
- Management & leadership skills: Impact & influence: 7%
- Principles of accounting: 7%
- Verbal communication: 7%
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