348 financial associate jobs at 179 companies in San Jose, CA
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Financial Services Associate
San Leandro, California, United States
$27-$31/hr OnsiteFull Time
Associate degree required (Bachelor's preferred). Must qualify for NSLDS professional access. Microsoft Office and database skills; 2+ years financial advising/training preferred. Strong communication and multitasking skills.
Microsoft Office, National Student Loan Data System (NSLDS)
1mo
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Financial Services Associate
San Leandro, California, United States
$27-$31/hr OnsiteFull Time
Associate degree required (Bachelor's preferred), ability to obtain NSLDS access, preferred 2+ years financial advising experience, proficiency with Microsoft Office, internet and database applications, strong communication and multitasking skills.
Microsoft Office, Internet applications, database software, Student Financial Aid software
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Financial Planning Associate
San Francisco or Hawaii or New York or New Jersey or Connecticut or Massachusetts or Delaware or Georgia or Florida
RemoteFull Time
0+ YOEBachelor's degree in finance/accounting/economics, 0–3 years' experience in financial services, familiarity with financial planning software (eMoney, MoneyGuide), proficiency in Microsoft Office, strong analytical and communication skills.
eMoney, MoneyGuide, Microsoft Excel, Microsoft Word, Microsoft PowerPoint
2mo
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Financial Operations Associate
San Francisco or New York or London or Chicago or Salt Lake City
$135k-$180k/yr OnsiteFull Time
1+ YOE1–4 years in finance, accounting, operations, bookkeeping, AP/AR or related roles; highly organized; comfortable with spreadsheets and financial systems; detail-oriented; able to manage multiple tasks.
Spreadsheet, Accounting Software, Financial Systems
1mo
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Associate Financial Planner
Danville, California, United States
$84k-$111k/yr OnsiteFull Time
1+ YOERequires 1-3 years in financial services, Series 65, bachelor’s in business/finance (or equivalent experience); CFP preferred; strong finance/markets knowledge and MS Outlook/Word/Excel proficiency.
Microsoft Outlook, Microsoft Word, Microsoft Excel
4d
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Financial Advisor Associate
San Francisco, California, United States
$65k-$90k/yr OnsiteFull Time
5+ YOEBachelor's degree in business, finance, sales, marketing, or related field, or equivalent experience; strong communication, networking, organizational, and problem-solving skills; U.S. work authorization required.
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Senior Associate, Financial Planning & Analysis
San Francisco, California, United States
$125k-$150k/yr OnsiteFull Time
4+ YOEBachelor's in finance/accounting/economics required; 4-6 years FP&A or related experience; advanced Microsoft Excel and Power Query; experience with Workday Financials, Adaptive Planning, SQL, and BI tools; strong GAAP knowledge and financial modeling.
Workday Financials, Adaptive Planning, Power Query, Microsoft Excel, SQL, Tableau, Power BI, Claude, Copilot
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Bilingual Financial Coach
San Francisco, California, United States
$30-$31/hr OnsiteFull Time
1+ YOEBilingual (Spanish) coach with an associate degree, experience in financial services or community work, Microsoft Office and client database proficiency, and ability to complete required financial counseling certifications within 90 days.
Microsoft Word, Microsoft Excel, Microsoft Outlook
3w
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Associate Financial Advisor
Piedmont or Oakland or Los Angeles County
$88k-$107k/yr OnsiteFull Time
3+ YOEBachelor's degree or equivalent experience; sales, business development, or client relationship experience; strong communication and goal orientation; willingness to obtain Series 7, Series 66, and state insurance licenses.
MoneyGuide, Salesforce
2mo
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Associate Financial Advisor (Foster City)
Foster City or California
$85k-$115k/yr HybridFull Time
2+ YOESeries 65 or CFP (or on path), 2+ years in financial services, Bachelor's degree, eMoney experience preferred, proficiency in Microsoft Office, Salesforce/AdvisorView a plus, strong communication and relationship skills, U.S. work authorization required.
eMoney, Holistiplan, Microsoft Office, Salesforce, AdvisorView
3w
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Associate Financial Advisor - Piedmont, CA
Piedmont, California, United States
OnsiteFull Time
3+ YOEHigh school diploma required (bachelor's preferred). Series 7 and Series 66 required (registrations may be obtained during study period). FINRA/state insurance licenses required within months. 3+ years securities experience preferred; ongoing training required.
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Financial Systems Associate Director
San Francisco or Los Angeles
$110k-$130k/yr HybridFull Time
5+ YOE5+ years with cloud-based ERP systems (hands-on configuration), Sage Intacct preferred; experience leading ERP implementations, translating business needs into ERP designs, leading teams, and partnering with Finance/IT/Operations.
ERP, Sage Intacct
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Deals - Financial Due Diligence, Senior Associate - Midwest, West
Chicago or Dallas or San Francisco or Minneapolis or Cleveland
$77k-$202k/yr OnsiteFull Time
2+ YOEBachelor's degree and at least 2 years' experience; skills in financial statement analysis, modeling, analytical thinking, and client communication for M&A due diligence.
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Financial Reporting, Sr. Assoc.
San Francisco, California, United States
$115k-$135k/yr HybridFull Time
2+ YOEBachelor's degree in accounting, finance, or related field required; 2+ years applicable accounting or audit experience preferred. Requires SEC reporting, XBRL, financial analysis, and communication skills.
Workiva, XBRL, Workday Financials, Microsoft Office
1mo
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Associate Director of Financial Aid & Scholarship (Administrator I)
Hayward or Concord or Oakland
$95k-$105k/yr OnsiteFull Time
6+ YOE1+ MgmtBachelor's degree plus 6 years financial aid experience (including 1 year supervisory); knowledge of federal/state financial aid regulations, student information systems, MS Office; leadership, communication, and process improvement skills.
Microsoft Office, LiveScan
2mo
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Financial Services Associate
San Francisco, California, United States
$260k/yr OnsiteFull Time
3+ YOE3–7 years experience with strong understanding of federal securities laws; knowledge of the Investment Company Act and/or Investment Advisers Act; EM/ETF, broker-dealer, commodities or digital assets experience a plus; strong communication and analytical skills.
2mo
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Financial Services Associate - San Francisco or Silicon Valley
San Francisco or Menlo Park
$260k-$390k/yr OnsiteFull Time
3+ YOEJD and CA bar admission required; 3-5 years securities litigation experience; experience with securities disputes and regulatory investigations; strong analytical, research, writing, and communication skills.
5d
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FINANCIAL AID ADVISOR I - COMPLIANCE
San Jose, California, United States
$20-$29/hr RemoteFull Time
2+ YOEAssociate's degree or equivalent experience, 2+ years in financial aid, higher education, compliance, or student services, and knowledge of Title IV regulations; bachelor's degree preferred.
FAFSA
1w
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Investment Banking Associate - Business & Financial Services
Charlotte or Los Angeles or San Francisco or New York City or Chicago
$170k/yr HybridFull Time
2+ YOE2+ years of sell-side M&A and investment banking experience with completed transactions; strong financial modeling, communication, critical thinking, and teamwork skills. SIE, Series 79, and Series 63 required.
S&P Capital IQ, PitchBook, Salesforce CRM, online data room platforms
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Financial Planning & Analysis Associate Manager, Revenue & Take Rate
New York City or San Francisco
$94k-$172k/yr OnsiteFull Time
6+ YOE6+ years FP&A/strategic finance experience, strong revenue and take-rate modeling, advanced Excel, SQL and BI familiarity, exec-facing presentation skills, bachelor's in finance/economics required; MBA/CFA a plus.
Microsoft Excel, Sheets, SQL, Tableau, Looker, Mode
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