San Jose, California, United States · Hybrid
$25/hr–$44/hr
Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of t…
Skills: Account Management, Client Management, Customer and Client Focus, Issue Management, Oral Communications
Encinitas, California, United States · On-site
$26/hr–$30/hr
Community: Cresterra Apartments Number of Units: 350 About Fairfield If you're driven and looking for a collaborative workplace that makes a difference, you just might be a fit for Fairfield! We are a leader in the multi…
Skills: Property Management, Yardi, Financial Reporting, Leasing, Customer Service
Milpitas, California, United States · On-site
$78k–$132k/yr
Company Overview KLA is a global leader in diversified electronics for the semiconductor manufacturing ecosystem. Virtually every electronic device in the world is produced using our technologies. No laptop, smartphone, …
Skills: Financial Planning, Forecasting, Fixed Cost Analysis, ROI Modeling, Expense Reconciliation
Gardena, California, United States · On-site
Overview Major Responsibility: Complete transactions of selling and buying chips from customers. We will never communicate with you via text message to discuss or schedule job interviews. We will never ask you for any pe…
Skills: Cash Handling, Mathematical Calculations, Customer Service, Title 31 Compliance, Counterfeit Detection
Carlsbad, California, United States · On-site
$103k–$155k/yr
Work Schedule Standard (Mon-Fri) Environmental Conditions Office Job Description How You Will Make an Impact: The Molecular Biology Business Unit generates $1B+ in annual revenue across a diverse product portfolio servin…
Skills: Financial Modeling, Commercial Analytics, FP&A, Budget Management, KPI Tracking
Los Angeles, California, United States · On-site
$28/hr–$32/hr
Academic Program Coordinator, Academic Operations USC is a leading private research university located in Los Angeles—a global center for arts, technology, and international business. As the city’s largest private employ…
Skills: Budget Tracking, Invoice Processing, Event Coordination, Project Management, Customer Service
Dublin, California, United States · On-site
Make a difference. As a Financial Management Trainee, you will develop a working knowledge and understanding of financial management in the electrical distribution business through hands-on learning and interaction with …
Skills: Financial Management, Customer Account Management, Financial Analysis, Microsoft Office Suite, Continuous Improvement
Alhambra, California, United States · On-site
$24/hr–$36/hr
Company Description Alliant University is a professional practice University committed to excellence in four areas: Education for Professional Practice, Scholarship, Multicultural and International Competence and Communi…
Skills: Classroom Facilitation, Distance Learning, Syllabus Preparation, Curriculum Planning, Student Assessment
Irvine, California, United States · Hybrid
$102k–$177k/yr
At Johnson & Johnson, we believe health is everything. Our strength in healthcare innovation empowers us to build a world where complex diseases are prevented, treated, and cured, where treatments are smarter and less in…
Skills: Contract Management, Developing Others, Give Feedback, Inclusive Leadership, Leadership
Benicia, California, United States · On-site
$27/hr–$41/hr
Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer committed to driving innovation, empowering communities, and helping our c…
Skills: Relationship Management, Financial Planning, Customer Service, Credit Strategies, Portfolio Management
Santa Clara, California, United States · Remote OK
$146k–$290k/yr
At Johnson & Johnson, we believe health is everything. Our strength in healthcare innovation empowers us to build a world where complex diseases are prevented, treated, and cured, where treatments are smarter and less in…
Skills: Collaboration, Performance Reports, Strategizing, Streamline Workflow, Tool Evaluation
San Francisco, California, United States · On-site
Infinite builds infrastructure that enables businesses to send and receive global payments using stablecoins. The company provides APIs and SDKs that abstract away blockchain complexity while handling compliance, settlem…
Skills: Next.js, TypeScript, C#, Go, Python
Irvine, California, United States · Hybrid
$102k–$177k/yr
At Johnson & Johnson, we believe health is everything. Our strength in healthcare innovation empowers us to build a world where complex diseases are prevented, treated, and cured, where treatments are smarter and less in…
Skills: Commercial Awareness, Cross-Functional Collaboration, Customer Intelligence, Customer Relationship Management (CRM), Developing Others
Seal Beach, California, United States · On-site
$66k–$125k/yr
Job Description: Through your integrity and adherence to Fidelity’s client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity. As a Planning Co…
Skills: Financial Planning, Client Relationship Management, Asset Consolidation, Outbound Calling, Profiling
Menlo Park, California, United States · On-site
$216k–$284k/yr
At Snowflake, we are powering the era of the agentic enterprise. To usher in this new era, we seek AI-native thinkers across every function who are energized by the opportunity to reinvent how they work. You don’t just u…
Skills: GTM Planning, Sales Operations, Quota Setting, Attainment Management, Pigment
San Francisco, California, United States · Hybrid
$154k–$246k/yr
About Us Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to …
Skills: Client Leadership, Project Management, Marketing Strategy, Campaign Execution, Agency Management
Riverside, California, United States · Hybrid
$22/hr–$28/hr
About The ARC The Accounting Resource Center (ARC) is the Accounting Help Desk for the Hub Financial Center (HFC). The ARC’s customers include the regional servicing teams, regional leaders, and the regional finance team…
Skills: Insurance Accounting, Applied Epic, Customer Service, Problem Solving, Critical Thinking
San Francisco, California, United States · Hybrid
$115k–$141k/yr
Current Employees of Happen Bank: Please apply via your internal Workday Account Happen Bank (formerly LendingClub) is built around a simple purpose: to clear the way to help people turn intention into action, and action…
Skills: Partnership Management, Business Development, Marketing Strategy, Data Analysis, Relationship Management
San Diego, California, United States · Hybrid
$65k–$75k/yr
At DUAL North America, our core values dictate how we live and work. We are a group with independence and people at its heart and we are a home for talent with a unique culture: the biggest small company in the world. Th…
Skills: Underwriting, Policy Issuance, Risk Analysis, Account Triage, Customer Service
Diamond Bar, California, United States · On-site
Become part of the excitement. As a Credit Manager, you will support profit center sales and profitability initiatives through the extension of customer credit and management of accounts receivable portfolios. In this ro…
Skills: Corporate Finance, Accounting, Financial Reporting, Analytical Skills, Decision Making
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Provide comprehensive client service support to Financial Advisors by addressing service needs and educating clients on banking offerings. Ensure operational excellence by maintaining accurate client materials and adhering to bank policies and risk management procedures.
Requires a high school diploma and a client-centric mindset with the ability to adapt to new technology. Desired qualifications include FINRA certifications (SIE, Series 7, 66) and proficiency in Microsoft Office and Salesforce.
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Job Description:
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
**The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; FINRA
Pay Transparency details
US - CA - San Jose - 560 S WINCHESTER BLVD (CA3512)Pay and benefits informationPay range$25.00 - $44.00 hourly pay, offers to be determined based on experience, education and skill set.Discretionary incentive eligibleThis role is eligible to participate in the annual discretionary plan. Employees are eligible for an annual discretionary award based on their overall individual performance results and behaviors, the performance and contributions of their line of business and/or group; and the overall success of the Company.BenefitsThis role is currently benefits eligible. We provide industry-leading benefits, access to paid time off, resources and support to our employees so they can make a genuine impact and contribute to the sustainable growth of our business and the communities we serve.Bank of America is one of the world's largest financial institutions, serving individuals, small- and middle-market businesses and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company serves approximately 56 million U.S. consumer and small business relationships. It is among the world's leading wealth management companies and is a global leader in corporate and investment banking and trading. This LinkedIn company page is moderated. For more information, please visit: https://bit.ly/32FDdQr. For account issues, please visit: https://bit.ly/2GeTIeP.
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Based on 9560 listings with disclosed salaries, most finance & accounting jobs in California pay between $78k–$210k per year. Individual offers vary with seniority, company size, and specialization.
There are currently 16,391 open finance & accounting positions in California listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Bank of America, Wells Fargo, JPMorganChase, Confie, U.S. Bank, among others. Browse the listings above to see every active employer.
Yes — 5824 of the 16391 open finance & accounting positions offer remote or hybrid work (1590 remote, 4234 hybrid).
Each listing links directly to the employer's application page. Apply early — fresh listings get the most recruiter attention in the first two weeks.
