Financial Services Consultant jobs in Santa Clara, CA

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Financial Consultant Program - Financial Representative - Su...
Financial Consultant Program. Financial Consultant Program - Financial Representative - Sunnyvale, CA. Join Fidelity as a Financial Representative;...
Investment Consultant - North San Jose, CA
Fidelity Investments - 1,948 reviews - San Jose, CA 95134
You joined the financial services industry to make a difference in the lives of your clients through comprehensive, needs-based financial planning....
VP, Executive Planning Consultant - Silicon Valley **Future...
Fidelity Investments - 1,948 reviews - Palo Alto, CA 94301
Your proven sales experience in the Financial Services industry. Certified Financial Planner (CFP) designation preferred....

Investment Consultant - Cupertino, CA

Scottrade - 145 reviews - Cupertino, CA 95014  +1 location
And guide them toward Scottrade products and services with the intention of ultimately building a lasting client relationship and meeting their financial needs....

Investment Consultant - North San Jose, CA

Fidelity Investments - 1,948 reviews - San Jose, CA 95134 (North San Jose area)
You joined the financial services industry to make a difference in the lives of your clients through comprehensive, needs-based financial planning....

Business Value Consultant

NetApp - 439 reviews - Sunnyvale, CA
As a Business Value Consultant, you will provide financial consultation services across NetApp’s 100 most strategically-significant global accounts (G100.)....

Mortgage Consultant/Loan Officer (SAFE)

Wells Fargo - 16,483 reviews - Santa Clara, CA  +9 locations
The LO qualification requirements include meeting applicable financial responsibility, character, general financial fitness and criminal background standards....

Customer Care Representative

Get Insured - 7 reviews - Mountain View, CA 94043
$13 - $15 an hour
Experience working with various customer relational data bases and financial applications. We are a company on a mission to improve the way people shop for and...

Training Program for a 6 figure career – Unlimited upside!

Courtney Raymond Consultants - Menlo Park, CA
Their financial advisors help clients pursue the life they envision through a one-on-one relationship with an advisor committed to their needs....
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Financial Center Lending Consultant

Bank of America - 16,340 reviews - San Jose, CA 95128 (Willow Glen area)  +1 location
Other financial services sales experience. Ability to analyze and comprehend complex financial data and recommend appropriate financial solutions....

Financial Consultant

E*TRADE FINANCIAL - 216 reviews - Cupertino, CA  +1 location
3+ years of proactive, successful financial advisory experience in the financial services industry. 5+ years of financial services industry experience....

Customer Training Specialist

Clari - Sunnyvale, CA 94086
Create training SOW’s for customized training services. As a Training Consultant, you have ultimate responsibility for educating Clari’s customers to do amazing...
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VP, Financial Consultant - Menlo Park, CA

Charles Schwab - 518 reviews - Menlo Park, CA 94026
Charles Schwab - Investor Services. Certified Financial Planner (CFP) certification is preferred. Minimum of four years successful financial services experience...
Director, Data Scientist
KPMG - 3,064 reviews - Santa Clara, CA 95054
We provide audit, tax and advisory services for organizations in today's most important industries. The fastest growing Big Four professional services firm in...
Financial Consultant - Burlingame, CA
Fidelity Investments - 1,948 reviews - Burlingame, CA 94010
Financial Consultant - Burlingame, CA. You demonstrate a deep understanding of financial markets, and can effectively simplify complex financial concepts while...

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