San Jose, California, United States · On-site
$70k–$80k/yr
Job Description: Job Description *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** The following laws or regulations restrict or prohi…
Skills: Account Management, Advisory, Client Experience, Branding, Customer and Client Focus
Castro Valley, California, United States · On-site
$70k–$80k/yr
Job Description: Job Description *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** The following laws or regulations restrict or prohi…
Skills: Account Management, Advisory, Client Experience, Branding, Customer and Client Focus
San Jose, California, United States · On-site
$85k–$100k/yr
Job DetailsJob Location: Notre Dame High School San Jose - San Jose, CA 95112Position Type: Full TimeSalary Range: $85,000.00 - $100,000.00 SalaryTravel Percentage: NoneA Learning Community Notre Dame High School, San Jo…
Skills: Donor Database Management, Prospect Research, Pipeline Development, Data Analytics, CRM Administration
Castro Valley, California, United States · On-site
$70k–$80k/yr
Job Description: Job Description *****Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed***** The following laws or regulations restrict or prohi…
Skills: Account Management, Advisory, Client Experience, Branding, Customer and Client Focus
San Jose, California, United States · On-site
$41/hr–$51/hr
Job Title AP Accountant | Requisition ID req1141 Type of Employment Regular Full-Time Employee | Job Openings 1 Compensation Range 41.00 - 51.00 | Compensation Type Hourly Wage Founded in 1866, San Jose Water Company is …
Skills: Accounts Payable, GAAP, General Ledger, Account Reconciliation, SOX Compliance
San Francisco, California, United States · On-site
$102k–$196k/yr
The Opportunity Adobe's Growth Marketing & Insights team owns the budget operations, spend governance, and performance-reporting infrastructure behind Adobe's worldwide paid media investment. As a key Finance partner to …
Skills: Budget Management, FP&A, Financial Modeling, Business Partnership, Data Analysis
Cupertino, California, United States · On-site
$37/hr–$45/hr
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it tak…
Skills: Customer Service, Consultative Sales, Prospecting, Business Development, Financial Solutions
San Jose, California, United States · Hybrid
$120k–$243k/yr
Corporate Development Associate This role has been designed as ‘Hybrid’ with an expectation that you will work on average 2 days per week from an HPE office. Who We Are: Hewlett Packard Enterprise is the global edge-to-c…
Skills: Analytical Thinking, Problem Solving, Accounting, M&A Analysis, Excel
San Jose, California, United States · Hybrid
$120k–$243k/yr
Corporate Development Associate This role has been designed as ‘Hybrid’ with an expectation that you will work on average 2 days per week from an HPE office. Who We Are: Hewlett Packard Enterprise is the global edge-to-c…
Skills: Analytical Thinking, Problem-Solving, Accounting, M&A Analysis, Excel
San Jose, California, United States · Hybrid
$120k–$243k/yr
Corporate Development Associate This role has been designed as ‘Hybrid’ with an expectation that you will work on average 2 days per week from an HPE office. Who We Are: Hewlett Packard Enterprise is the global edge-to-c…
Skills: Analytical Thinking, Problem-Solving, Accounting, M&A Analysis, Excel
San Jose, California, United States · Hybrid
$112k–$170k/yr
Company Description Vialto Partners is a market leader in global mobility services. Our purpose is to ‘Connect the world’. We are unique and the only stand-alone global mobility business. This presents a rare opportunity…
Skills: U.S. Tax Compliance, International Tax Planning, HNWI Tax Engagements, Cross-border Tax, Trust Taxation
San Jose, California, United States · Hybrid
$74k–$116k/yr
Vialto Partners is a market leader in global mobility services. Our purpose is to ‘Connect the world’. We are unique and the only stand-alone global mobility business. This presents a rare opportunity for our clients, st…
Skills: Individual Income Tax, K-1 Reporting, Tax Planning, Global Mobility, Tax Compliance
San Jose, California, United States · On-site
$41/hr–$51/hr
Job Title AP Accountant | Requisition ID req1141 Type of Employment Regular Full-Time Employee | Job Openings 1 Compensation Range 41.00 - 51.00 | Compensation Type Hourly Wage Founded in 1866, San Jose Water Company is …
Skills: Accounts Payable, GAAP, General Ledger, Account Reconciliations, SOX Compliance
San Jose, California, United States · Remote OK
Introduction At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ecosystem:…
Skills: Workers' Compensation Claims Management, Litigation Management, Lien Resolution, Subrogation, Settlement Negotiation
San Jose, California, United States · Remote OK
$161k–$265k/yr
Company Description Vialto is a market leader in global mobility services. Our purpose is to ‘Make Global Mobility Better’. We are unique and the only stand-alone global mobility business. This presents a rare opportunit…
Skills: U.S. Individual Income Tax, International Tax Reporting, Trust Planning, Cross-border Estate Taxation, Gift Taxation
Bakersfield, California, United States · Hybrid
Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant services. Our worldwide team helps over 3 …
Skills: Prospecting, Communication, Presentation, Networking, Cold-calling
San Jose, California, United States · Remote OK
$160k–$190k/yr
Staff Data Scientist (SME: Healthcare Financial Risk & Underwriting) About Prealize Health Prealize Health is a predictive analytics company that leverages machine learning and clinical expertise to help patients obtain …
Skills: Healthcare Financial Risk, Underwriting, Machine Learning, Python, PySpark
Los Angeles, California, United States · On-site
$144k–$216k/yr
FloQast is at the forefront of the accounting industry, providing an AI-powered Accounting Transformation Platform created by accountants, for accountants. We are dedicated to revolutionizing how accounting and finance t…
Skills: Product Management, API Integrations, Data Pipeline Architecture, sFTP Workflows, Change Data Capture
San Jose, California, United States · Hybrid
Every day, Global Payments makes it possible for millions of people to move money between buyers and sellers using our payments solutions for credit, debit, prepaid and merchant services. Our worldwide team helps over 3 …
Skills: Prospecting, Communication, Presentation, Networking, Training And Coaching
Los Angeles, California, United States · On-site
$140k–$184k/yr
Job Title: Senior Trade Finance Advisor Location: San Jose What you'll do: As a Senior Trade Finance Advisor, you'll be responsible for structuring, analyzing, and supporting trade finance solutions for commercial client…
Skills: Trade Finance, Commercial Letters of Credit, Standby Letters of Credit, EXIM Loan Facilities, Risk Assessment
San Jose, California, United States • On-site
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Provide comprehensive financial advice and customized solutions to help clients achieve their short and long-term financial goals. Responsibilities include building financial plans, recommending brokerage products, and triaging client leads to internal partners.
Requires Series 7 and 66 licenses (or 63/65) and at least one year of experience in the investments and financial services industry. Candidates must demonstrate strong relationship-building skills and the ability to meet sales goals in a fast-paced environment.
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; FINRA.
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by 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.
Bank of America 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 Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
Recommends banking and investments strategies that align with client financial goals and needs
Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
Mitigates and controls risk as part of daily activities
Identifies and engages potential new clients through referrals or financial center clientele
Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
Required Qualifications:
Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
Sets and accomplishes goals, achieving whatever you put your mind to.
Builds and nurtures strong relationships.
Collaborates effectively with others to get things done.
Communicates effectively and confidently and is comfortable engaging all clients.
Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
Likes to learn, adapts to new information and seeks the right solutions for clients.
Efficiently manages your time and capacity.
Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
Desired Qualifications:
Strong computer skills with an ability to multitask in a demanding environment.
At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
Obtained your insurance licenses
Account Management
Advisory
Client Experience Branding
Customer and Client Focus
Oral Communications
Active Listening
Attention to Detail
Client Solutions Advisory
Issue Management
Pipeline Management
Causation Analysis
Client Management
Policies, Procedures, and Guidelines
Risk Management
Written Communications
Monday-Friday Open availability required + some Saturdays
This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone-based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law.
Pay Transparency details
US - CA - Campbell - 1875 S BASCOM AVE - THE PRUNEYARD BC (CA3140), US - CA - San Jose - 1245 Lincoln Ave - WILLOW GLEN BC (CA3118), US - CA - San Jose - 1707 E Capitol Expy - CAPITOL & ABORN BC (CA3196), US - CA - San Jose - 2225 Quimby Rd - EASTRIDGE CENTER BC (CA3164), US - CA - San Jose - 2650 Berryessa Rd - CAPITOL-BERRYESSA BC (CA3171), US - CA - San Jose - 5615 Snell Ave - Snell-blossom Hill (CA3141), US - CA - San Jose - 5710 COTTLE RD - VILLAGE OAKS (CA3213), US - CA - San Jose - 971 Blossom Hill Rd - BLOSSOM HILL-WINFIELD BC (CA3170), US - CA - Santa Clara - 2900 El Camino Real - EL CAMINO-KIELY BC (CA4158), US - CA - Santa Clara - 2905 Stevens Creek Blvd - VALLEY FAIR BC (CA4143)Pay and benefits informationPay range$70,000.00 - $80,000.00 annualized salary, offers to be determined based on experience, education and skill set.Formulaic incentive eligibleThis role is eligible to participate in a formulaic incentive plan. Employees are eligible for incentives as detailed by the specific line of business incentive plan provisions. Formulaic plans may be comprised of monthly, quarterly and/or annual incentive opportunities. Incentives are earned based on the employee’s performance against defined metrics.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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There are currently 523 open finance & accounting positions in San Jose, CA listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Capital One, Bank of America, Adobe, PayPal, BILL, among others. Browse the listings above to see every active employer.
Yes — 177 of the 523 open finance & accounting positions offer remote or hybrid work (52 remote, 125 hybrid).
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