Financial Representative jobs in Silicon Valley, CA

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Financial Representative - San Jose, CA (Campbell)
The Financial Representative acts as first point of contact in the Branch. Banking, insurance, or financial experience preferred....
Sponsored by Fidelity Investments
Financial Solutions Representative
Support Member Service Representatives during peak periods by processing deposits, withdrawals, and loan payments....
Sponsored by First Tech Federal Credit Union
Financial Services Representative - Part time
KeyPoint Credit Union - Sunnyvale, CA
The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job....
Easily apply
Sponsored by KeyPoint Credit Union

Master Planner/Scheduler (Sunnyvale, CA)

CBRE - 296 reviews - Sunnyvale, CA
Requires basic knowledge of financial terms and principles. The requirements listed below are representative of the knowledge, skill, and/or ability required....

Investment Consultant - Palo Alto, CA

Fidelity Investments - 1,194 reviews - Palo Alto, CA
2 or more years in financial services with an emphasis on customer service/sales. Fidelity Investments is committed to delivering the best customer experience...

Business Development Representative

SurveyMonkey - 5 reviews - Palo Alto, CA
Our customers are the biggest and most recognizable brands, magazines, financial institutions and products in the world....
Easily apply

Financial Consultant - Los Gatos, CA

Fidelity Investments - 1,194 reviews - Los Gatos, CA  +3 locations
Fidelity Investments is committed to delivering the best customer experience in the financial services industry....

Box Office Manager

San Jose State University Student Union Inc. - San Jose, CA
$3,700 - $5,700 a month
Ability to manage financial information and accurately prepare reports. Act as on site Box Office representative on day of events for all ticketing needs,...
Easily apply

San Jose Financial Representative

First Investors - 99 reviews - San Jose, CA
We retain our clients and attract new clients because we stay in touch regarding their financial situation, risk tolerance and future financial goals....

Bank Support Representative

Bill.com - Palo Alto, CA
The Representative is willing and able to help customers and exercise patience – even when dealing with difficult/challenging situations, both customer facing...
Easily apply

Investment Advisor Associate Trainee

Financial Engines - Sunnyvale, CA
About Financial Engines:. Financial services industry experience preferred. Financial Engines is America’s largest independent investment advisor....

Finance Manager

Yahoo! Inc. - 183 reviews - Sunnyvale, CA
Representative on business development transaction teams. Financial statement analysis and a strong theoretical understanding of....

Patient Account Representative -Medi-Cal Billing and Follow-...

Caritas Business Services - Redwood City, CA
Patient Financial Services Schedule: Full-time Shift: Days Hours: 8:00-4:30 / TWEET / MSTR / IND123 / CB Contact Information: Contact: Stephanie Battles...
Insurance Sales Representative
Allstate - Pinnacle One Insurance- A Robert Varich Agency - San Jose, CA
Insurance Sales Representative Responsibilities*. Treat each client contact as an up-sell opportunity including financial products....
Easily apply
Sponsored by Allstate - Pinnacle One Insurance- A Robert Varich Agency
Financial Service Representative I - PT
KeyPoint Credit Union - Cupertino, CA
The Financial Service Representative I is expected to support growth and retention efforts by acquiring new relationships by displaying a high level of...
Easily apply
Sponsored by KeyPoint Credit Union

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See how far you can go in your career. Fidelity offers a diversity of opportunities for a variety of skill sets and experience levels.