Walnut Creek, California, United States · Hybrid
$60k–$80k/yr
Benefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance At the Walnut Creek - Northwestern Mutual, we a…
Skills: Client Consultation, Financial Planning, Insurance Solutions, Networking, Interpersonal Skills
Walnut Creek, California, United States · Hybrid
$70k–$90k/yr
Benefits: Bonus based on performance Company parties Dental insurance Flexible schedule Health insurance Opportunity for advancement Training & development Vision insurance Join the Winning Team at Walnut Creek - Northwe…
Skills: Financial Planning, Client Relationship Management, Interpersonal Communication, Analytical Skills, Business Development
Walnut Creek, California, United States · Remote OK
$105k–$130k/yr
The AR & Denial Prevention Manager is responsible for leading end-to-end accounts receivable follow-up, denial prevention & management, and appeals across all service lines within Boomerang Healthcare (BHC). This role ov…
Skills: Revenue Cycle Management, Accounts Receivable Follow-up, Denial Prevention, Workers Compensation Billing, Lien Resolution
Walnut Creek, California, United States · On-site
$83k–$136k/yr
Job Classification: Sales - Sales Group Insurance is an operating unit within the U.S. Businesses Division that primarily focuses on creating, distributing, and administering a complex range of life and disability insura…
Skills: Stop Loss Product Knowledge, Account Management, RFP Pipeline Management, Broker Relations, Customer Service
Walnut Creek, California, United States · On-site
$34k–$90k/yr
Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular interactions with clients, individual…
Skills: Client Relationship Management, Financial Planning, Account Onboarding, Interpersonal Skills, Microsoft Office
San Francisco, California, United States · On-site
$100k–$150k/yr
Foundation Risk Partners, one of the fastest growing insurance brokerage and consulting firms in the US, is adding an Employee Benefits Sales Producer to their team in Northern California. In this role, you will be respo…
Skills: B2B Sales, Insurance Solutions, Cold Calling, Referral Sourcing, C-suite Communication
Alamo, California, United States · On-site
$37/hr–$65/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 Acquisition, Risk Oversight, Credit Strategies
Scottsdale, Arizona, United States · Hybrid
$108k–$162k/yr
Sr UW Program Manager - UE07DE We’re determined to make a difference and are proud to be an insurance company that goes well beyond coverages and policies. Working here means having every opportunity to achieve your goal…
Skills: Property and Casualty Insurance, Sales, Leadership, Multiline Claims, Loss Cost Containment
San Francisco, California, United States · On-site
CREDIT ASSOCIATE - Middle Market WHAT IS THE OPPORTUNITY? The Credit Associate is responsible for supporting credit analysis and portfolio management activities. This role involves assisting with credit data analysis, un…
Skills: Credit Analysis, Portfolio Management, Underwriting, Risk Management, Financial Data Analysis
Danville, California, United States · On-site
Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Accountable for overall producti…
Skills: Investment Strategies, Financial Planning, Coaching, Sales Management, Client Relationship Management
Walnut Creek, California, United States · Remote Solely
$20/hr–$22/hr
Position Summary The Temporary Payroll Clerk is responsible for collecting, calculating, auditing and entering data for employees’ hours worked as well as any deductions or withholdings required to comply with stated and…
Skills: Typing Skills, Data Entry Skills, Organizational Skills, Effective Communication, Peoplesoft
Walnut Creek, California, United States · On-site
Description COMPANY DESCRIPTION: Next Phase Construction, Inc is a General Contractor specializing in multifamily for-rent construction projects throughout the state of California and the western United States. The avera…
Skills: Construction Accounting, Sage 300, AIA G702/G703 Pay Applications, Microsoft Excel, Microsoft Word
Walnut Creek, California, United States · On-site
$101k–$113k/yr
Your Opportunity At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together. Sch…
Skills: Client Relationship Management, Financial Planning, Asset Allocation, Risk Awareness, Consultative Communication
Walnut Creek, California, United States · Hybrid
$159k–$238k/yr
Why Work For Us? Great Pay - opportunity to participate in AAA discretionary annual incentive plan or other incentive plans depending upon position401k Matching – $1 for $1 company match up to 6% of eligible earnings per…
Skills: Strategic Planning, Retail Marketing, Agency Management, Financial Forecasting, ROI Analysis
Walnut Creek, California, United States · On-site
$68k–$120k/yr
An Investment Consultant - Relationship Manager on a Financial Advisor team is responsible for the development, maintenance and oversight of relationships with new and existing clients. The Relationship Manager combines …
Skills: Investment Consulting, Relationship Management, Financial Planning, Wealth Management, Business Development
Walnut Creek, California, United States · On-site
$61k–$90k/yr
Job DetailsLevel: ExperiencedJob Location: Walnut Creek CA - Walnut Creek, CA 94596Position Type: Full TimeEducation Level: 4 Year DegreeSalary Range: $60,500.00 - $90,000.00 SalaryTravel Percentage: NoneJob Shift: DayJo…
Skills: Client Relationship Management, Account Maintenance, Cash Management, Investment Reporting, Client Onboarding
Walnut Creek, California, United States · On-site
$23/hr–$30/hr
Job DetailsJob Location: HQ Walnut Creek GSM - WALNUT CREEK, CA 94598Position Type: Full TimeSalary Range: $23.00 - $30.00 HourlyGolden State Dermatology is a physician-led and owned dermatology group rapidly expanding a…
Skills: General Accounting, Accounts Payable, Bank Reconciliation, Journal Entries, Month-end Close
Walnut Creek, California, United States · On-site
CrossCountry Mortgage (CCM) is the nation's number one distributed retail mortgage lender with more than 9,000 employees operating over 700 branches and servicing loans across all 50 states, D.C. and Puerto Rico. Our com…
Skills: Mortgage Pre-approval, Income Calculation, Financial Analysis, Automated Underwriting, Loan Structuring
Walnut Creek, California, United States · On-site
$23/hr–$30/hr
Job DetailsJob Location: HQ Walnut Creek GSM - WALNUT CREEK, CA 94598Position Type: Full TimeSalary Range: $23.00 - $30.00 HourlyGolden State Dermatology is a physician-led and owned dermatology group rapidly expanding a…
Skills: General Accounting, Accounts Payable, Bank Reconciliation, Journal Entries, Month-end Close
Walnut Creek, California, United States · On-site
$119k–$197k/yr
Shape the future of product delivery while crafting solutions that enhance and optimize customer experiences. Lead end-to-end processes, manage dependencies, and liaise with stakeholders as part of a team at the forefron…
Skills: Product Delivery, Stakeholder Management, Change Management, Release Management, Risk And Compliance
Sign up with Clera and we'll reach out the moment a role actually fits you — no more spraying applications into the void.
The role involves engaging with clients to develop personalized financial plans and insurance strategies to protect assets and income. Responsibilities include building long-term client relationships through networking and providing ongoing support to adjust financial strategies.
A bachelor's degree is preferred, and while experience in financial services or business development is beneficial, it is not required. Candidates must be able to obtain necessary licenses such as Series 6, 63, and state insurance licenses.
Flexible work from home options available.
At Northwestern Mutual, our financial advisors are ready to meet you where you are and stay with you long-term. Get financial clarity with a people-first plan designed to uncover new opportunities and potential blind spots. The right time to plan is right now. With $265.0 billion in assets under management, $28.1 billion in revenues, and over $1.8 trillion in life insurance protection in force, we've served more than 4.5 million people through our life, disability income, and long-term care insurance, annuities, brokerage, advisory services, trust services, and discretionary portfolio management solutions. Our wealth management company and investment services manage over $125 billion in client assets. We're proud to support our growing field force of financial advisors across the country, as well as our corporate office employees in Milwaukee and New York. As we continue to grow, we believe diversity makes us stronger in shaping the future of financial security. Explore career opportunities with us: https://jobs.northwesternmutual.com/. Financial representatives and interns are independent contractors, not Northwestern Mutual employees. https://www.northwesternmutual.com/social-media-guidelines
Offices: 720 East Wisconsin Avenue, Milwaukee, WI 53202-4797, US
There are currently 150 open finance & accounting positions in Walnut Creek, CA listed on Clera. New openings are added daily as companies post roles.
Companies currently hiring include Morgan Stanley, Northwestern Mutual, Wells Fargo, Acrisure, Golden State Dermatology, among others. Browse the listings above to see every active employer.
Yes — 59 of the 150 open finance & accounting positions offer remote or hybrid work (9 remote, 50 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.
