Financial Consultant
Fidelity Investments
Fidelity Investments is seeking a Financial Consultant to join our Financial Planning and Advisory team. In this client-facing role, you will provide personalized financial planning, retirement strategies, and investment guidance tailored to individual goals. You will analyze client portfolios, recommend diversified solutions, and ensure alignment with regulatory and fiduciary standards. Leveraging Fidelity’s industry-leading research and technology, you’ll deliver a superior client experience while deepening relationships. Fidelity’s client-focused, innovative culture supports continuous learning and offers diverse growth opportunities across finance, technology, and customer service. Join us to help shape the future of financial advice.
$5,083 per month
...and service learning, diversity, and sustainability. About The Position Review of applications will begin on February 27, 2026. The Financial Aid Counselor provides high-quality service and guidance to prospective, new, and continuing students and their families...SuggestedWork at office1 day per week- ...Financial Consultant | WealthBridge WealthBridge Financial Group is seeking a results-oriented Financial Consultant to join our team. In this position, you will engage with clients to understand their financial objectives and provide them with tailored advice and...Suggested
$23 - $31 per hour
...competitive salary, generous benefits, unlimited growth potential, and a collegiate work environment. Job Description We are looking for a Financial Aid Administrator to join our team. As our Financial Aid Administrator (FAA), you will meet and communicate with current,...SuggestedFull time- ...Description: This role is responsible for providing comprehensive advice and customized solutions to clients so they can achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset...SuggestedTemporary workImmediate startMonday to FridayShift workDay shift
- ...the heart of our firm’s commitment tohelping clients own their financial futures. In this exciting role, you’llgive clients financial... ...culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing...SuggestedFlexible hours
- ...Launch your financial services career with an organization that positively impacts thousands of families and communities each year . Modern Woodmen of America is a fraternal financial services organization built to help families throughout life. Together with our members...Local area
- Gridlines, a rapidly growing financial consulting firm in California, is seeking an experienced Consultant passionate about financial modeling. This role involves leading model creation and optimizations while training junior team members. Successful candidates will possess...Remote jobFlexible hours
- Mcknights is looking for a Private Client Advisor in Hayward, California. This role involves offering comprehensive financial planning and personalized investment solutions to individuals and families. The ideal candidate should have at least 2 years of experience, strong...
- Modern Woodmen of America is seeking a dedicated Financial Representative in Hayward, California, to provide financial guidance to members from diverse backgrounds. You will create tailored financial plans that reflect members' current situations and future aspirations,...
$70k - $80k
Bank of America is seeking a Financial Advisor in San Leandro, CA to provide comprehensive financial advice and customized solutions to clients. Responsibilities include triaging client leads, recommending investment strategies, and building financial plans. Candidates...- Unitek College is seeking a Financial Aid Administrator at our Hayward campus. In this full-time role, you will assist current and prospective students with financial aid processes and regulations. You will be responsible for administering, determining eligibility, and...Full time
- ...Commercial Finance Analyst to provide critical insights and analysis supporting finance and commercial teams. Responsibilities include financial reporting, forecasting, and process optimization to enhance decision-making. The ideal candidate holds a Bachelor's Degree with at...
- Bank of America is seeking a financial advisor in Union City to provide personalized advice and financial solutions to clients, helping them meet their investment and financial goals. You will engage with clients, build financial plans, and recommend product solutions while...
- A leading financial services firm in Union City is seeking a Private Client Advisor to deliver personalized investment solutions and financial planning to clients. The role involves building strong client relationships, supporting team success, and demonstrating a deep...
$63.3k - $117.2k
The Hispanic Alliance for Career Enhancement seeks a Financial Advisor in Castro Valley to serve as the main contact for clients, guiding them in uncovering financial opportunities. This role emphasizes client acquisition and deepening existing relationships within regulatory...- Overview At Schwab, you’ll provide financial guidance to existing clients, building lasting relationships and growing your practice through client asset consolidation, networking, and referrals. The role focuses on wealth management and financial planning advice. Responsibilities...
- Charles Schwab in Pleasanton is looking for a Financial Consultant to provide wealth management and financial planning advice. In this role, you'll guide clients and build strong relationships while contributing to their financial futures. This position requires a valid...
$75k - $95k
...provide business insights and critical analysis for their finance and commercial teams. The ideal candidate will create detailed financial reporting, support forecasting activities, manage A/R, and drive optimization processes. A bachelor's degree and financial analysis...- California State University - East Bay is seeking a skilled Financial Aid Counselor to provide guidance throughout the financial aid process for students and their families. This role involves determining eligibility, managing awards, and ensuring compliance with federal...Flexible hours
- Charles Schwab Corporation is seeking a Financial Consultant to empower clients with financial guidance and wealth management strategies in Fremont, California. You will form strong relationships built on trust while providing tailored financial planning advice to existing...Flexible hours
$75k - $95k
...monitoring as well as gathering data and generating reports to inform decision-making. Primary Responsibilities Create detailed financial reporting and analysis to assess performance vs. targets, providing commentary on variances Support financial forecasting and...Full timeLocal areaFlexible hours$19 - $23 per hour
...and persevered through many economic cycles due to our team members’ drive and optimism. Together we can make a difference in the financial future of our communities. Travel to various branches within the assigned region to work as a substitute for Relationship Banker Is...Full timeWork experience placementBank staffFlexible hoursShift work- ...division in Castro Valley, California. This is a dynamic role focusing on building strong customer relationships and providing tailored financial solutions. Candidates will assist with account openings, service requests, and compliance with banking policies. Benefits include...
- ...for business development, with 2-3 years of relevant experience and a background in personal banking. Responsibilities include engaging customers, providing tailored financial solutions, and contributing to compliance and risk management efforts. #J-18808-Ljbffr BMO U.S.
- ...brand and culture, focusing on creating memorable experiences for clients by providing exceptional service and utilizing cutting-edge financial technology. The ideal candidate will have at least one year of experience in banking or related fields, demonstrating the ability...
- 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. This position is...Shift workWeekend workDay shift
- ...Leandro, CA is seeking a Relationship Banker to enhance client experiences through attentive service, relationship building, and financial guidance. The ideal candidate has a background in sales, strong communication skills, and the ability to create memorable client interactions...
- ...growth opportunities and a diverse workplace culture. Responsibilities include building customer relationships and assisting with financial needs. The ideal candidate should have strong customer service skills and must meet SAFE registration requirements. A comprehensive...
$25 - $27.88 per hour
Job Description At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We drive Responsible Growth and deliver value to our clients, teammates, communities, and shareholders. This position is open...Hourly payShift workWeekend workDay shift- ...and driving client growth. The role involves delivering exceptional service, identifying customer needs, and recommending tailored financial solutions. Ideal candidates will have 2-3 years of relevant experience, strong interpersonal skills, and a passion for helping...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Financial Consultant. Be the first to apply!
- associate corporate finance Hayward, CA
- financial planner Hayward, CA
- estate planning consultant Hayward, CA
- financial counselor Hayward, CA
- financial consultant Hayward, CA
- financial associate Hayward, CA
- financial planning assistant Hayward, CA
- financial advisor associate Hayward, CA
- financial planning associate Hayward, CA
- financial advisor Hayward, CA

