Finance planner jobs in Watsonville, CA - 292 jobs
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Financial Consultant - Campbell, CA
Fidelity Investments 4.6
Finance planner job in San Jose, CA
Job Description: Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.
The Expertise We're Looking For
Previous success in building relationships, uncovering needs and recommending solutions
FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Our Investments in You
Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
The base salary range for this position is $60,000 - $75,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications: Series 07 - FINRA, Series 66 - FINRA Category: Sales
$60k-75k yearly 2d ago
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Investment Banking Tech Product Analyst/Associate
Supportfinity™
Finance planner job in Menlo Park, CA
A prominent financial services firm is seeking a Business Analyst or Associate in Investment Banking Management to enhance technology tools within the division. This role involves product management, project management, and innovation while collaborating closely with various teams. The ideal candidate will have a bachelor's degree and at least one year of experience in financial services. Expected compensation ranges from $110,000 to $125,000 for Analysts and $150,000 to $225,000 for Associates.
#J-18808-Ljbffr
$150k-225k yearly 1d ago
Head of Equity Administration & Analytics
Nextpower Inc.
Finance planner job in Fremont, CA
A leading clean energy technology firm is looking for a Head of Stock Admin to manage global equity programs and support compensation initiatives. This role requires a detail-oriented professional with over 12 years of experience in equity compensation administration and strong analytical skills. You will oversee the administration of equity programs and collaborate with Finance and Legal to ensure compliance. The salary range for this position is $210,000 to $230,000 annually.
#J-18808-Ljbffr
$210k-230k yearly 2d ago
Wealth Management Coaching Director: Lead Advisor Growth
Teachers Insurance and Annuity Association of America 4.6
Finance planner job in Palo Alto, CA
A leading financial services organization in California is seeking a Wealth Management Coach to empower associates in delivering comprehensive financial advice. The role demands strong relationship-building skills, as well as expertise in financial planning concepts. Candidates should possess over five years of experience and a university degree. This position comes with a competitive salary range, fostering an environment of professional growth and collaboration.
#J-18808-Ljbffr
Regular
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.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.
As a Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-discretionary investment advisory solution, providing clients with a personal relationship, specialized service, and ongoing advice built on Schwab's approach to investing. You will have a direct impact on the lives of clients, working as a fiduciary within a dedicated Schwab Wealth Advisory team to deliver an exceptional client experience. SWA's advice philosophy will empower you to use a vast array of products (i.e. stocks, bonds, ETFs, mutual funds, separately managed accounts, option trading), setting you up for success to help clients manage complex portfolios and achieve their goals. You'll grow within an experienced, collaborative team, while deepening relationships with various partners, including industry leading advisors. If you are looking to develop with a firm that will challenge you to deepen your wealth management expertise, within a role that allows you to help clients while doing what you love, this may be the opportunity for you.
What you have
Required Qualifications:
Bachelor's degree
Active FINRA Series 7 license
(May be obtained with a 120-day condition of employment for certified and current CFP designation or CFA designation holders, verified before hire)
Active FINRA Series 66 license
(May be obtained within the first 120 days)
Three or more years advisory experience, including creating and customizing financial plans and portfolios for clients
Five or more years in the financial services industry working directly with clients
Bilingual proficiency in English and Mandarin is required
Preferred Qualifications:
CFP or CFA
Superior relationship management and client retention experience
Polished interpersonal, communication and presentation skills, attention to detail
Bilingual proficiency in English and Cantonese is preferred
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What's in it for you
At Schwab, you're empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration-so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you - both today and in the future:
401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
Paid parental leave and family building benefits
Tuition reimbursement
Health, dental, and vision insurance
$51k-95k yearly est. 1d ago
Investment Banking Associate
AQ Technology Partners
Finance planner job in Redwood City, CA
AQ Technology Partners is a boutique investment bank focused on the software ecosystem, specializing in M&A and financial sponsor transactions.
We are seeking an experienced Investment Banking Associate to join our team supporting transactions with growth software companies based in our Redwood City, CA office. Both investment banking and technology industry experience required.
Our Associates assume significant responsibility by working closely with senior bankers, overseeing and executing day-to-day deal activities, and managing and training analysts. Key responsibilities include the following:
Partner with and support senior bankers in strategic M&A, private equity, and growth equity processes
Initiate and manage the development of qualitative and quantitative analyses in support of transaction execution
Responsible for modeling complex transaction scenarios and/or the oversight of such modeling
Develop presentations in support of new business development
Maintain a positive and supportive firm culture, focused on the effective delivery of world-class service to our clients
Train and mentor analyst staff
A successful candidate will possess the following characteristics:
2-3 years investment banking experience as an analyst and/or an associate in the technology or software sector
Strong academic performance
Demonstrated capability to lead and manage projects
Excellent organizational, execution and time management skills
Team player with competitive drive; motivated self-starter with collaborative, team-oriented approach to success
Strong communication and presentation skills in both large and small group settings
Exceptional critical thinking and problem solving ability
U.S. work authorization
FINRA Series 63 and 79 registration
#LI-AQT
NVIDIA has been transforming computer graphics, PC gaming, and accelerated computing for more than 25 years. It's a unique legacy of innovation that's fueled by great technology-and amazing people. We are seeking an energetic Financial Analyst intern to join our Software Engineering FP&A team at NVIDIA. This is a great role for a highly motivated individual who can function in a fast-paced and rapidly changing environment! This role requires an individual who will thrive in an ambiguous environment and make a big impact. You will have a passion for providing data-based decision making and looking for areas of improvement and implementation to reduce manual workload to focus on delivering insights to the business.
What you'll be doing:
* Provide in-depth financial analysis of actual spending to drive insights into trends, investment areas, and opportunities to optimize investments.
* Assist with forecasting OPEX & CAPEX, actual vs forecast analyses and summarize spending trends.
* Prepare monthly and quarterly management reporting packages.
* Assist in developing the forecasting models for various spend categories to understand the financial health of various departments.
* Detail oriented, highly analytical, and able to translate data and trends into powerful strategies and compelling messages.
* Own financial data and reports to ensure they are both accurate and updated.
* Collaborate cross functionally with key business partners.
What we need to see:
* Pursuing an Bachelor's degree with a concentration in Accounting, Finance, Economics, or a related field.
* Able to critically assess financial model outputs and identify potential improvements.
* Demonstrates high attention to detail and accuracy, especially when working under tight deadlines.
* A strong desire to learn new technologies and an eagerness for intellectual growth are valued.
* Possesses a solid understanding of AV operations and can build cost models, with strong critical thinking and problem-solving abilities.
* Works well in collaboration with Engineering and Operations teams to ensure alignment on project roadmaps.
* Positive attitude and contributes as a supportive team player.
Ways to stand out from the crowd:
* Balance of strong academic and extracurricular activities.
* Leadership positions.
* Strong analytical skills and advanced financial modeling techniques.
* Exemplary communication, written and verbal, and interpersonal skills.
* Prior work experience in Finance in the Technology sector.
Widely considered to be one of the technology world's most desirable employers, NVIDIA offers highly competitive salaries and a comprehensive benefits package. As you plan your future, see what we can offer to you and your family ***********************
Our internship hourly rates are a standard pay based on the position, your location, year in school, degree, and experience. The hourly rate for our interns is 20 USD - 71 USD.
You will also be eligible for Intern benefits.
Applications for this job will be accepted at least until January 13, 2026.
This posting is for an existing vacancy.
NVIDIA uses AI tools in its recruiting processes.
NVIDIA is committed to fostering a diverse work environment and proud to be an equal opportunity employer. As we highly value diversity in our current and future employees, we do not discriminate (including in our hiring and promotion practices) on the basis of race, religion, color, national origin, gender, gender expression, sexual orientation, age, marital status, veteran status, disability status or any other characteristic protected by law.
$51k-74k yearly est. Auto-Apply 38d ago
Global Investment Banking Summer Analyst Program - 2027
Bank of America Corporation 4.7
Finance planner job in Palo Alto, CA
We believe Bank of America can do more for our clients than any other financial services firm. We understand the challenges our clients face around the world, and we use the full resources of our company to help them achieve their goals. Our solutions span the complete range of advisory, capital raising, banking, treasury and liquidity, sales and trading, and research capabilities.
Our Global Corporate & Investment Banking business focuses on building long-term relationships with more than 3,000 large U.S. and multinational corporations, financial institutions and financial sponsors. We provide strong advisory expertise, capitalizing on powerful mergers and acquisitions, corporate banking, treasury, debt and equity product expertise to deliver integrated financial solutions. Within a focused industry or product group, summer analysts help orchestrate capital raising and strategic advisory transactions. Our Summer Analyst program is designed to offer you a broad and exciting experience of work as a full time Investment Banking analyst.
During the summer you will be placed within one of our industry, country or product coverage teams. Your training and development is our top priority with extensive formal training offered at the start of the program in addition to on the job support, educational speaker events and mentorship throughout.
As a summer analyst, your key tasks and responsibilities may include but are not limited to:
* Developing and maintaining complex financial models
* Performing various financial analyses, including valuations and merger consequences
* Conducting comprehensive and in-depth company and industry research
* Preparation of presentation and other materials for clients
* Participation in due diligence sessions, communication and interaction with deal team members
* Management of several projects at once and work effectively as an individual and as part of a team
Qualifications
* Candidates are required to be pursuing a bachelor's degree or a bachelor's direct to master's degree from an accredited college or university with a graduation time frame between November 2027 and August 2028
* Must demonstrate a track record of superior performance in extracurricular and professional activities
* 3.5 minimum GPA preferred
* Must have a combination of strong quantitative/analytical skills, attention to detail and client focus
* Strategic and creative thinking; distinguished written and oral communications skills
* Assertiveness, initiative, leadership, strong work ethic, team focus
* Ability to learn quickly and take on new responsibilities
* Dedication to building a career in the investment banking industry
(If you are interested in Leveraged Finance New York please apply to the Investment Banking Summer Analyst Program to be considered. If you are interested in Leveraged Finance Charlotte please apply to the Capital Markets Summer Analyst Program to be considered.)
Bank of America does not complete third party forms from colleges, universities, or other parties.
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC, FINRA
$75k-112k yearly est. 11d ago
2026 Intern - Financial Analyst
Adobe 4.8
Finance planner job in San Jose, CA
Our Company Changing the world through digital experiences is what Adobe's all about. We give everyone-from emerging artists to global brands-everything they need to design and deliver exceptional digital experiences! We're passionate about empowering people to create beautiful and powerful images, videos, and apps, and transform how companies interact with customers across every screen.
We're on a mission to hire the very best and are committed to creating exceptional employee experiences where everyone is respected and has access to equal opportunity. We realize that new ideas can come from everywhere in the organization, and we know the next big idea could be yours!
The Opportunity
Join a high-visibility team managing worldwide consolidation for DME sales finance while driving automation across multiple business processes. This internship offers hands-on experience in forecasting, predictive modeling, and process improvement, providing exposure to global finance operations.
What You'll Do
As an intern, you will:
Develop and maintain predictive models to improve rolling sales forecasts.
Analyze historical and current sales/financial data to identify trends and insights.
Implement automation to streamline reporting and finance workflows.
Collaborate with cross-functional teams to gather requirements and support business solutions.
Document models, assumptions, processes, and results for transparency and reproducibility.
Recommend enhancements to forecasting methodology and reporting tools.
What You Need to Succeed
Strong analytical and problem-solving skills.
Hands-on experience with forecasting and predictive modeling.
Proficiency in data tools such as Excel, SQL, Tableau, or Power BI.
Attention to detail and commitment to accuracy.
Ability to work collaboratively and communicate effectively with cross-functional teams.
Adaptability to navigate ambiguity and propose innovative solutions.
Understanding of sales finance, forecasting, and global consolidation processes.
Requirements
Currently enrolled full-time pursuing a Bachelor's or Master's degree in Finance (or equivalent) with an expected graduation date between December 2026 and June 2027.
Ability to participate in a full-time internship from May-September.
Technical and functional skills:
Data analysis and visualization (Excel, SQL, Tableau, Power BI)
Predictive modeling and statistical analysis (Python, R)
Financial and sales knowledge, including forecasting and consolidation
Process automation (VBA, Python, workflow tools)
Strong problem-solving and critical thinking
Effective communication and collaboration skills
Expected Impact
Improved forecast accuracy and reliability.
Reduced manual effort in sales finance consolidation.
Enhanced ability to make data-driven business decisions.
Foundation for scalable automation across other business areas.
Our compensation reflects the cost of labor across several U.S. geographic markets, and we pay differently based on those defined markets. The U.S. pay range for this position is $25.00 -- $30.00 hourly. Your recruiter can share more about the specific pay rate for your job location during the hiring process.
State-Specific Notices:
California:
Fair Chance Ordinances
Adobe will consider qualified applicants with arrest or conviction records for employment in accordance with state and local laws and “fair chance” ordinances.
Colorado:
Application Window Notice
If this role is open to hiring in Colorado (as listed on the job posting), the application window will remain open until at least the date and time stated above in Pacific Time, in compliance with Colorado pay transparency regulations. If this role does not have Colorado listed as a hiring location, no specific application window applies, and the posting may close at any time based on hiring needs.
Massachusetts:
Massachusetts Legal Notice
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Adobe is proud to be an Equal Employment Opportunity employer. We do not discriminate based on gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, veteran status, or any other applicable characteristics protected by law. Learn more.
Adobe aims to make Adobe.com accessible to any and all users. If you have a disability or special need that requires accommodation to navigate our website or complete the application process, email accommodations@adobe.com or call **************.
$25-30 hourly Auto-Apply 39d ago
Corporate FP&A Analyst
Eh2
Finance planner job in San Jose, CA
Electric Hydrogen's mission is to make molecules to decarbonize our world! Our outstanding people are our most important asset and will allow us to deliver hydrogen from renewable electrolysis for heavy industry, at prices below fossil fuels.
Financial Planning at Electric Hydrogen is a high-visibility function that partners with teams across the business and executives to deliver data-rich reporting. We are looking for a challenge-seeking finance professional to enhance our analytical and reporting capabilities so we can continue to provide value-adding insight to the business as it enters a period of growth. You have experience and fluency with financial statements, financial modeling, data reporting, and transformation tools such as Power BI and Power Query. You may be remote or based at our offices in Massachusetts or San Jose, CA.
Primary Responsibilities
Partner with New Product Integration, Product Engineering, and Deployment teams and lead current/ future project cost forecast discussions, spend tracking, and internal/external partner reporting
Manage and maintain multiple finance datasets and reporting dashboards, including product cost, commercial data, and corporate spending
Help prepare regular/ad-hoc executive and board-level reporting
Support the Accounting and Accounts Receivable teams on project margin recognition and customer invoicing
Support ad-hoc analyses, such as customer project cash flow, commercial hedging, or international deployment
Qualifications
Bachelor's degree in finance, accounting, data analytics, or other related fields
2+ years experience in corporate finance, public accounting, investment banking, or consulting
High level of experience with MS Excel and other MS Suite products
Proficient in Power BI and Power Query
Prior exposure to project finance and commodity hedging is a bonus
#LI-HYBRID
San Carlos Zone$88,000-$103,000 USDNatick Zone$77,000-$90,000 USDNational Zone$69,000-$80,000 USD
Actual base salary offered to the hired applicant will be determined based on their work location, level, qualifications, job-related skills, as well as relevant education or training and experience.
Base salary is just one part of Electric Hydrogen's total rewards package. We feel strongly that our team should not have to worry about having quality healthcare. In addition to the base salary offered, the hired applicant may receive:
an equity grant
time off programs
a $75/month cell phone allowance
a 4% employer 401(k) match
100% fully paid premiums for employees and their families: medical, dental, vision, life insurance, short-term & long-term disability coverage
a discretionary bonus
Electric Hydrogen's benefits programs are subject to eligibility requirements.
About Electric Hydrogen
Electric Hydrogen is a team of the world's experts in scaling technologies for the post-carbon world, with a proven record in transforming the grid and transportation sectors. Backed by some of the world's top venture capital firms, we design and manufacture electrolytic hydrogen systems matched to renewable power sources to create green hydrogen by splitting water. We are building a cost-effective and transformative path between renewable energy and multiple large industrial sectors. Abundant and low-cost renewable energy sources will power the world, and Electric Hydrogen technology will use this energy to decarbonize industry through sustainable materials. We were founded in 2020 and are based in California and Massachusetts.
Electric Hydrogen is proud to be an equal opportunity employer. We are dedicated to building a diverse, inclusive, and authentic workplace for all to belong. We are aware that people from historically underrepresented groups are less likely to apply if they don't meet 100% of the job requirements. We are actively working on efforts to change this social norm. If you are excited about this role, we encourage you to apply!
$77k-90k yearly Auto-Apply 24d ago
Financial Representative Entry Level
Northwestern Mutual-Monterey District 4.5
Finance planner job in Hollister, CA
Job DescriptionBenefits:
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
At Northwestern Mutual Monterey District, our vision is rooted in building a culture of highly educated, integrated advisors who are committed to growing themselves and their clients with intention. With a strong emphasis on planning and a mission to create lasting financial security, we are proud to be part of a Top 10 Network Office recognized for recruiting and developing new advisors. Our culture is defined by family, growth, and community impact. We partner with local organizations that align with our values, investing in initiatives that promote diversity, equity, and inclusion, while also providing advisors with resources to connect meaningfully with their communities. Through leadership development, ongoing education, and field advisory councils, we nurture diverse pipelines of talent and create space for every voice to be heard. Beyond our work in financial planning, our district is deeply committed to giving backsupporting causes such as Toys for Tots, Samaritan House, Oakland Pride, and local events like the Walnut Creek Trunk or Treat and Salinas Rodeo. With over $11,000 donated directly into the community, we are proud to stand alongside organizations that make a meaningful difference in peoples lives.
Our thriving office is located at: 479 Pacific St, Ste 1, Monterey, CA 93940
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Our Local Team:
Anthony Ivancich Managing Director:
Time with NM: 14 years.
Prior Experience: Anthony studied Finance at Sonoma State University, where he enjoyed playing pick-up basketball and being active in the SAE fraternity. Unsure of his career path after college, a referral from his wifes uncle to a Northwestern Mutual advisor set him on a rewarding journey that has grown into a long-term career.
Passionate About: Anthony is deeply committed to his community and faith. He actively volunteers at Calvary Monterey and supports organizations such as Fellowship of Christian Athletes, Tri-Valley Seek and Save, and 360 Serve. He loves traveling, spending time with his family, and is also a proud San Francisco 49ers fan.
Francisco Arrevalo Financial Advisor:
Time with NM: 3 years.
Prior Experience: Francisco played collegiate soccer at Hastings College in Nebraska, where he served as team captain for three years and earned First-Team Academic All-American honors. While there, he founded a mental health awareness organization, Hope120, and co-hosted
The Unknown
podcast, which focused on sharing real-life stories to inspire others.
Passionate About: Francisco is passionate about mental health, youth mentorship, and giving back to the community that shaped him. He volunteers with the Salinas Valley Chamber of Commerce, speaks to high school students through Fellowship of Christian Athletes, and supports local soccer initiatives such as Salinas Soccer Femenil. Outside of work, he enjoys running, playing piano, spending time with his girlfriend Crystal and their dog Peque, and cheering on Real Madrid, Chivas, the San Francisco Giants, Warriors, and 49ers.
Sarah Willson Financial Representative:
Time with NM: 2 months.
Prior Experience: Born and raised in Aptos, California, Sarah began her academic journey at Cabrillo Community College before transferring to CSU Monterey Bay, where she earned her bachelors degree in Mathematics. After graduation, she began her career in the banking industry before transitioning into financial services.
Passionate About: Sarah enjoys spending quality time with her family and friends and lives a very active lifestyle. She regularly participates in CrossFit competitions, snowboards in the winter, and enjoys relaxing with Netflix during her downtime.
Chandler Sanguinetti Associate Financial Advisor:
Time with NM: 3 years.
Prior Experience: Originally from Stockton, Chandler moved to Aptos to attend Cabrillo Community College before transferring to CSU Monterey Bay, where he earned a bachelors degree in Business Administration. He began his Northwestern Mutual journey as a college intern and has since grown into a full-time advisor.
Passionate About: Chandler is passionate about giving back through his role as treasurer of The Jackson 3 Foundation, a nonprofit that supports children who have lost a parent or guardian. He also loves spending time with family and friends, traveling, golfing, and playing baseball. A country music enthusiast, he proudly roots for the San Francisco Giants and the Raiders.
About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Key Responsibilities:
Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
Education: A bachelor's degree is preferred.
Experience: Previous experience in financial services, insurance, or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits:
Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Retirement Benefits: Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Anthony Ivancich is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
$30k-44k yearly est. 25d ago
Financial Analyst Intern (Summer 2026)
Pacsci
Finance planner job in Hollister, CA
PacSci EMC, an operating company of Ralliant, is seeking a motivated and detail-oriented Financial Analyst Intern to join our Finance team for Summer 2026. This internship offers hands-on experience in financial reporting, ERP systems, and data analysis within a dynamic aerospace and defense environment. You'll work closely with finance professionals across multiple levels of the organization and gain exposure to real-world finance and accounting applications.
Responsibilities
As a Financial Analyst Intern, you will:
Prepare daily, weekly, and monthly financial reports with a high level of accuracy and completeness.
Enter, reconcile, and maintain financial data in the ERP system, including project budgets and estimates-to-complete (ETCs).
Develop and support financial models and analyses using ERP system data.
Communicate effectively with team members and stakeholders at all levels of the organization.
Support month-end close activities and related reporting deliverables.
Assist Financial Analysts, the Finance Manager, and the Director of Finance with a variety of financial assignments and ad hoc analysis.
Qualifications
Previous related work or internship experience preferred, but not required.
Demonstrated ability to work collaboratively in a team environment.
Strong capacity to learn quickly, manage time effectively, and complete assignments with urgency.
Strong attention to detail, integrity with data, and a continuous improvement mindset.
Compliance / Eligibility Requirement (ITAR)
PacSci EMC is a U.S. Department of State ITAR-regulated employer. To comply with ITAR-controlled contracts and access requirements, this position requires U.S. citizenship.
Education & Experience
Currently pursuing a Bachelor's degree in Finance or Accounting.
Must have completed junior year (or above) by Summer 2026.
Proficiency in Microsoft Excel (PivotTables, VLOOKUP, SUMIF, etc.).
#LI-KJ1
$37k-55k yearly est. Auto-Apply 4d ago
Financial Analyst Intern (Summer 2026)
Ralliant
Finance planner job in Hollister, CA
On-Site PacSci EMC, an operating company of Ralliant, is seeking a motivated and detail-oriented **Financial Analyst Intern to join our Finance team for Summer 2026** . This internship offers hands-on experience in financial reporting, ERP systems, and data analysis within a dynamic aerospace and defense environment. You'll work closely with finance professionals across multiple levels of the organization and gain exposure to real-world finance and accounting applications.
**Responsibilities**
As a Financial Analyst Intern, you will:
+ Prepare daily, weekly, and monthly financial reports with a high level of accuracy and completeness.
+ Enter, reconcile, and maintain financial data in the ERP system, including project budgets and estimates-to-complete (ETCs).
+ Develop and support financial models and analyses using ERP system data.
+ Communicate effectively with team members and stakeholders at all levels of the organization.
+ Support month-end close activities and related reporting deliverables.
+ Assist Financial Analysts, the Finance Manager, and the Director of Finance with a variety of financial assignments and ad hoc analysis.
**Qualifications**
+ Previous related work or internship experience preferred, but not required.
+ Demonstrated ability to work collaboratively in a team environment.
+ Strong capacity to learn quickly, manage time effectively, and complete assignments with urgency.
+ Strong attention to detail, integrity with data, and a continuous improvement mindset.
**Compliance / Eligibility Requirement (ITAR)**
+ PacSci EMC is a U.S. Department of State ITAR-regulated employer. To comply with ITAR-controlled contracts and access requirements, this position requires U.S. citizenship.Education & Experience
+ Currently pursuing a Bachelor's degree in Finance or Accounting.
+ Must have completed junior year (or above) by Summer 2026.
+ Proficiency in Microsoft Excel (PivotTables, VLOOKUP, SUMIF, etc.).
\#LI-KJ1
**Ralliant Corporation Overview**
Ralliant, originally part of Fortive, now stands as a bold, independent public company driving innovation at the forefront of precision technology. With a global footprint and a legacy of excellence, we empower engineers to bring next-generation breakthroughs to life - faster, smarter, and more reliably. Our high-performance instruments, sensors, and subsystems fuel mission-critical advancements across industries, enabling real-world impact where it matters most. At Ralliant we're building the future, together with those driven to push boundaries, solve complex problems, and leave a lasting mark on the world.
**About PacSci EMC**
Pacific Scientific Energetic Materials Company (PacSci EMC), a Ralliant Corporation (NYSE: RAL) operating company, makes critical missions possible. From concept to demonstration to delivery, we provide leading-edge energetic materials, devices and subsystems for use in military and commercial applications. With engineering and manufacturing capability in Arizona and California, our associates work together to solve the toughest technical challenges with a dedication to Safety First, Quality Every TimeTM. We enable success for innumerable missions on a daily basis, impacting the lives of military personnel, law enforcement officers, commercial airline pilots, astronauts, and oil field operators. For nearly a century, PacSci EMC's experience and expertise has been relied upon in the times When Milliseconds MatterTM. For more information, go to ******************** EMC is an equal opportunity employer. We do not discriminate against any applicant or employee on the basis of race, sex, religion, age, national origin, color, disability, or veteran status. Nonetheless, pursuant to our subcontractor status on highly sensitive national security matters, Mechanical Assemblers and all other floor personnel who frequently shift cell assignments, as well as any personnel directly working with the following contract are subject to the following contractual provision: THAAD PRIME Flowdowns (H-Clauses) H-42 FOREIGN PERSONS, paragraph D., "All employees of all entities that make up the Contractor's team, whether subcontractors, consultants, or anyone who works with or on behalf of the Contractor will be citizens of the U.S." Accordingly, only U.S. citizens will be qualified to fill these roles. We are committed to providing a workplace free of any discrimination or harassment. We all have a role in building a community where everyone belongs. Where you can speak your mind, be yourself, and feel supported. It's how we achieve more together - for each other, for our customers, and for the world. ********************************************
We Are an Equal Opportunity Employer. Ralliant Corporation and all Ralliant Companies are proud to be equal opportunity employers. We value and encourage diversity and solicit applications from all qualified applicants without regard to race, color, national origin, religion, sex, age, marital status, disability, veteran status, sexual orientation, gender identity or expression, or other characteristics protected by law. Ralliant and all Ralliant Companies are also committed to providing reasonable accommodations for applicants with disabilities. Individuals who need a reasonable accommodation because of a disability for any part of the employment application process, please contact us at applyassistance@Ralliant.com.
**Pay Range**
The hourly salary range for this position (in local currency) is $20.00 - $40.00.
**Is this role subject to ITAR?**
The essential duties of this position require adherence to U.S. Government export control regulations. Accordingly, candidates must either be U.S. Persons (i.e., U.S. citizens, U.S. lawful permanent residents, or protected individuals as defined by 8 U.S.C. 1324b(a)(3)) or be prepared to collaborate with the company in securing the necessary U.S. government export authorizations. While the company encourages all interested applicants to apply, please be aware that ongoing employment is dependent upon obtaining the appropriate government export authorizations.
$37k-55k yearly est. 4d ago
Financial Consultant - Campbell, CA
Fidelity Investments 4.6
Finance planner job in Scotts Valley, CA
Job Description: Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.
The Expertise We're Looking For
Previous success in building relationships, uncovering needs and recommending solutions
FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Our Investments in You
Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
The base salary range for this position is $60,000 - $75,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications: Series 07 - FINRA, Series 66 - FINRA Category: Sales
$60k-75k yearly 2d ago
FT MBA Associate: Investment Banking (Software M&A)
AQ Technology Partners
Finance planner job in Redwood City, CA
AQ Technology Partners is a boutique investment bank focused exclusively on the software ecosystem. We provide high-touch M&A and financial advisory services to leading software companies and their investors. Our deep sector expertise, collaborative culture, and commitment to excellence enable us to deliver thoughtful, value-driven outcomes for our clients.
Why AQ Technology Partners
At AQ, you will be part of a close-knit team where your work directly impacts clients and outcomes. Our structure means exposure to senior leadership and live transaction experience from day one. We value initiative, intellectual curiosity, and a team-oriented mindset and we invest in the professional growth of every team member.
Join us to gain the technical foundation, deal experience, and mentorship to start a successful career in investment banking within one of the most dynamic market segments - Software Investment Banking.
Role Overview
As a full-time Associate, you will play a central role in the execution of M&A and growth capital transactions within the software sector. Working closely with senior bankers and clients, you will gain experience across all aspects of deal execution, from financial analysis and valuation to client strategy, due diligence, and negotiation. Associates at AQ are expected to take ownership of key analytical workstreams, manage analysts, and contribute to business development initiatives. This position offers a fast-paced and intellectually challenging environment designed to accelerate your career trajectory in software investment banking.
Key Details
Location: Redwood City, CA
Eligibility: Current MBA student graduating Spring 2026
Work Authorization: Permanent U.S. work authorization required
Compensation: Total salary of U.S.$170,000 (less applicable payroll taxes, withholdings, and deductions) paid in semi-monthly installments
Key Responsibilities
Support senior bankers in advising software/technology clients and financial sponsors on strategic M&A, private equity, and growth equity transactions
Lead detailed financial modeling and valuation analyses, including DCF, LBO, public comparables, and precedent transaction analyses
Prepare comprehensive client materials such as confidential information memoranda, management presentations, board materials, and pitch decks
Conduct company, market, and competitive research to inform transaction strategy, positioning, and buyer engagement
Oversee data room preparation and management, coordinate due diligence processes, and liaise with clients, legal advisors, and counterparties to ensure seamless transaction execution
Manage and mentor analyst staff, reviewing analytical work and presentation materials to ensure precision, consistency, and strategic insight
Partner with senior bankers to originate and develop new business opportunities across the software/technology ecosystem
Contribute to AQ's collaborative, high-performance culture through leadership, initiative, and active team engagement
Qualifications
Current MBA student with expected graduation in Spring 2026
2-4 years of prior professional experience in investment banking, private equity/venture capital, management / strategy consulting, or corporate finance (FP&A, Corp Dev, etc.)
Demonstrated excellence in quantitative analysis, financial modeling, and strategic problem solving
Strong academic record and leadership experience
Exceptional written and verbal communication skills
Highly organized, detail-oriented, and capable of managing multiple projects in a fast-paced environment
Ability to thrive in a dynamic, entrepreneurial environment and work collaboratively in a lean team
Deep interest in software, technology, and M&A
#LI-AQT
$170k yearly Auto-Apply 60d+ ago
Real Estate Financial Analyst MBA Intern - Summer 2026
Nvidia 4.9
Finance planner job in Santa Clara, CA
NVIDIA has been transforming computer graphics, PC gaming, and accelerated computing for more than 25 years. It's a unique legacy of innovation that's fueled by great technology-and amazing people. Are you ready to demonstrate your financial expertise and embark on an exciting journey into the innovative realm of technology? Look no further than NVIDIA, the pioneer of accelerated computing that is taking on challenges no one else can solve. We are seeking a dynamic and detail-oriented Financial Analyst MBA Intern to join our experienced finance team supporting NVIDIA's global real estate portfolio. If you possess an unyielding passion for finance, being responsible for overseeing large-scale projects, and an unwavering dedication to excellence, this is the opportunity you've been waiting for!
Join our team and be at the forefront of the future, where possibilities are limitless and groundbreaking achievements are within your grasp. Let's redefine the future together!
What you'll be doing:
* Conduct a comprehensive financial analysis of actual spending to identify trends, areas for investment, and opportunities for optimizing investments, support forecasting and improve efficiency in handling operational and capital expenses
* Provide analyses is to assist in driving key decision making for executive leadership
* Create insightful business dashboards and reports on key real estate matters
What we need to see:
* Pursuing your MBA degree (December 2026 to July 2027 graduation date)
* Background in corporate finance, accounting, data science, business analytics, or other analytically focused positions
* Advanced experience in building financial models and highly adept with Excel
* Hands-on experience with financial software and BI reporting tools
* Ability to incorporate new approaches and methodologies while dealing with complex data
Ways to stand out from the crowd:
* Prior work experience in real estate, construction, or facilities management.
* Understanding of lease accounting standards (ASC 842) and the correlations and impacts related to lease terms and conditions
* Experience driving systems & tool development, specifically in measuring operational performance and KPIs
* SAP, BPC, Power BI, Tableau, or other finance applications such as Alteryx or visualization tools is a plus
* Demonstrated expertise in SQL and data analysis
Widely considered to be one of the technology world's most desirable employers, NVIDIA offers highly competitive salaries and a comprehensive benefits package. As you plan your future, see what we can offer to you and your family ***********************
Our internship hourly rates are a standard pay based on the position, your location, year in school, degree, and experience. The hourly rate for our interns is 27 USD - 82 USD.
You will also be eligible for Intern benefits.
Applications for this job will be accepted at least until January 13, 2026.
This posting is for an existing vacancy.
NVIDIA uses AI tools in its recruiting processes.
NVIDIA is committed to fostering a diverse work environment and proud to be an equal opportunity employer. As we highly value diversity in our current and future employees, we do not discriminate (including in our hiring and promotion practices) on the basis of race, religion, color, national origin, gender, gender expression, sexual orientation, age, marital status, veteran status, disability status or any other characteristic protected by law.
$51k-74k yearly est. Auto-Apply 40d ago
2026 Intern - Financial Analyst
Adobe Systems Incorporated 4.8
Finance planner job in San Jose, CA
Our Company Changing the world through digital experiences is what Adobe's all about. We give everyone-from emerging artists to global brands-everything they need to design and deliver exceptional digital experiences! We're passionate about empowering people to create beautiful and powerful images, videos, and apps, and transform how companies interact with customers across every screen.
We're on a mission to hire the very best and are committed to creating exceptional employee experiences where everyone is respected and has access to equal opportunity. We realize that new ideas can come from everywhere in the organization, and we know the next big idea could be yours!
The Opportunity
Join a high-visibility team managing worldwide consolidation for DME sales finance while driving automation across multiple business processes. This internship offers hands-on experience in forecasting, predictive modeling, and process improvement, providing exposure to global finance operations.
What You'll Do
As an intern, you will:
* Develop and maintain predictive models to improve rolling sales forecasts.
* Analyze historical and current sales/financial data to identify trends and insights.
* Implement automation to streamline reporting and finance workflows.
* Collaborate with cross-functional teams to gather requirements and support business solutions.
* Document models, assumptions, processes, and results for transparency and reproducibility.
* Recommend enhancements to forecasting methodology and reporting tools.
What You Need to Succeed
* Strong analytical and problem-solving skills.
* Hands-on experience with forecasting and predictive modeling.
* Proficiency in data tools such as Excel, SQL, Tableau, or Power BI.
* Attention to detail and commitment to accuracy.
* Ability to work collaboratively and communicate effectively with cross-functional teams.
* Adaptability to navigate ambiguity and propose innovative solutions.
* Understanding of sales finance, forecasting, and global consolidation processes.
* Requirements
* Currently enrolled full-time pursuing a Bachelor's or Master's degree in Finance (or equivalent) with an expected graduation date between December 2026 and June 2027.
* Ability to participate in a full-time internship from May-September.
Technical and functional skills:
* Data analysis and visualization (Excel, SQL, Tableau, Power BI)
* Predictive modeling and statistical analysis (Python, R)
* Financial and sales knowledge, including forecasting and consolidation
* Process automation (VBA, Python, workflow tools)
* Strong problem-solving and critical thinking
* Effective communication and collaboration skills
Expected Impact
* Improved forecast accuracy and reliability.
* Reduced manual effort in sales finance consolidation.
* Enhanced ability to make data-driven business decisions.
* Foundation for scalable automation across other business areas.
Our compensation reflects the cost of labor across several U.S. geographic markets, and we pay differently based on those defined markets. The U.S. pay range for this position is $25.00 -- $30.00 hourly. Your recruiter can share more about the specific pay rate for your job location during the hiring process.
State-Specific Notices:
California:
Fair Chance Ordinances
Adobe will consider qualified applicants with arrest or conviction records for employment in accordance with state and local laws and "fair chance" ordinances.
Colorado:
Application Window Notice
If this role is open to hiring in Colorado (as listed on the job posting), the application window will remain open until at least the date and time stated above in Pacific Time, in compliance with Colorado pay transparency regulations. If this role does not have Colorado listed as a hiring location, no specific application window applies, and the posting may close at any time based on hiring needs.
Massachusetts:
Massachusetts Legal Notice
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
Adobe is proud to be an Equal Employment Opportunity employer. We do not discriminate based on gender, race or color, ethnicity or national origin, age, disability, religion, sexual orientation, gender identity or expression, veteran status, or any other applicable characteristics protected by law. Learn more.
Adobe aims to make Adobe.com accessible to any and all users. If you have a disability or special need that requires accommodation to navigate our website or complete the application process, email accommodations@adobe.com or call **************.
$25-30 hourly 60d+ ago
Financial Representative Entry Level
Northwestern Mutual-Monterey District 4.5
Finance planner job in Santa Cruz, CA
Job DescriptionBenefits:
Bonus based on performance
Company parties
Dental insurance
Flexible schedule
Health insurance
Opportunity for advancement
Training & development
Vision insurance
At Northwestern Mutual Monterey District, our vision is rooted in building a culture of highly educated, integrated advisors who are committed to growing themselves and their clients with intention. With a strong emphasis on planning and a mission to create lasting financial security, we are proud to be part of a Top 10 Network Office recognized for recruiting and developing new advisors. Our culture is defined by family, growth, and community impact. We partner with local organizations that align with our values, investing in initiatives that promote diversity, equity, and inclusion, while also providing advisors with resources to connect meaningfully with their communities. Through leadership development, ongoing education, and field advisory councils, we nurture diverse pipelines of talent and create space for every voice to be heard. Beyond our work in financial planning, our district is deeply committed to giving backsupporting causes such as Toys for Tots, Samaritan House, Oakland Pride, and local events like the Walnut Creek Trunk or Treat and Salinas Rodeo. With over $11,000 donated directly into the community, we are proud to stand alongside organizations that make a meaningful difference in peoples lives.
Our thriving office is located at: 479 Pacific St, Ste 1, Monterey, CA 93940
A Glance at Northwestern Mutual (NM):
Northwestern Mutual is a FORTUNE 500 company that provides a wide range of financial services to more than 5 million people. As a mutual company, we answer to our policyownersnot Wall Street. We began in Wisconsin in 1857, and today were one of Americas top companies - as was recognized by FORTUNE as one of the Worlds Most Admired companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Meet Our Local Team:
Anthony Ivancich Managing Director:
Time with NM: 14 years.
Prior Experience: Anthony studied Finance at Sonoma State University, where he enjoyed playing pick-up basketball and being active in the SAE fraternity. Unsure of his career path after college, a referral from his wifes uncle to a Northwestern Mutual advisor set him on a rewarding journey that has grown into a long-term career.
Passionate About: Anthony is deeply committed to his community and faith. He actively volunteers at Calvary Monterey and supports organizations such as Fellowship of Christian Athletes, Tri-Valley Seek and Save, and 360 Serve. He loves traveling, spending time with his family, and is also a proud San Francisco 49ers fan.
Francisco Arrevalo Financial Advisor:
Time with NM: 3 years.
Prior Experience: Francisco played collegiate soccer at Hastings College in Nebraska, where he served as team captain for three years and earned First-Team Academic All-American honors. While there, he founded a mental health awareness organization, Hope120, and co-hosted
The Unknown
podcast, which focused on sharing real-life stories to inspire others.
Passionate About: Francisco is passionate about mental health, youth mentorship, and giving back to the community that shaped him. He volunteers with the Salinas Valley Chamber of Commerce, speaks to high school students through Fellowship of Christian Athletes, and supports local soccer initiatives such as Salinas Soccer Femenil. Outside of work, he enjoys running, playing piano, spending time with his girlfriend Crystal and their dog Peque, and cheering on Real Madrid, Chivas, the San Francisco Giants, Warriors, and 49ers.
Sarah Willson Financial Representative:
Time with NM: 2 months.
Prior Experience: Born and raised in Aptos, California, Sarah began her academic journey at Cabrillo Community College before transferring to CSU Monterey Bay, where she earned her bachelors degree in Mathematics. After graduation, she began her career in the banking industry before transitioning into financial services.
Passionate About: Sarah enjoys spending quality time with her family and friends and lives a very active lifestyle. She regularly participates in CrossFit competitions, snowboards in the winter, and enjoys relaxing with Netflix during her downtime.
Chandler Sanguinetti Associate Financial Advisor:
Time with NM: 3 years.
Prior Experience: Originally from Stockton, Chandler moved to Aptos to attend Cabrillo Community College before transferring to CSU Monterey Bay, where he earned a bachelors degree in Business Administration. He began his Northwestern Mutual journey as a college intern and has since grown into a full-time advisor.
Passionate About: Chandler is passionate about giving back through his role as treasurer of The Jackson 3 Foundation, a nonprofit that supports children who have lost a parent or guardian. He also loves spending time with family and friends, traveling, golfing, and playing baseball. A country music enthusiast, he proudly roots for the San Francisco Giants and the Raiders.
About the Financial Representative Role: As a Financial Representative at Northwestern Mutual, you will be part of a team that helps individuals and businesses achieve their financial goals through personalized insurance solutions and financial planning. Your role involves building long-term relationships with clients, understanding their unique needs, and providing tailored financial solutions.
Key Responsibilities:
Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications:
Education: A bachelor's degree is preferred.
Experience: Previous experience in financial services, insurance, or business development is beneficial but not required.
Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
Licenses: Obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Benefits:
Professional Development: Access to ongoing training and development programs, including sponsorship for advanced certifications.
Income Potential: Competitive compensation structure including performance incentives, with no ceiling.
Support and Mentorship: Comprehensive support from a dedicated planning team, marketing resources, and experienced mentors.
Work-Life Balance: Flexibility to create a schedule that fits your lifestyle and goals.
Retirement Benefits: Company-funded pension and contributions to PFGFour version of a profit-sharing retirement plan designed to support your long-term financial future.
Impact: Make a lasting impact by guiding individuals and families in your community towards financial security and success.
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Anthony Ivancich is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries.
Flexible work from home options available.
$30k-44k yearly est. 3d ago
Financial Consultant - Campbell, CA
Fidelity Investments 4.6
Finance planner job in Fremont, CA
Job Description: Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.
The Expertise We're Looking For
Previous success in building relationships, uncovering needs and recommending solutions
FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
Being coachable, collaborative, and curious are your "go to" attributes
Committed to delivering an outstanding customer experience with a passion for seeing others thrive
Motivated by results and finding solutions, you take initiative and exceed customer expectations
Extensive knowledge of investment solutions
Our Investments in You
Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
You have a steadfast commitment to your clients while making a positive impact in the community
The base salary range for this position is $60,000 - $75,000 per year.
Placement in the range will vary based on job responsibilities and scope, geographic location, candidate's relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles.
Please be advised that Fidelity's business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications: Series 07 - FINRA, Series 66 - FINRA Category: Sales
$60k-75k yearly 2d ago
MBA Associate: Investment Banking (Software M&A) | Summer 2026
AQ Technology Partners
Finance planner job in Redwood City, CA
AQ Technology Partners is a boutique investment bank focused exclusively on the software ecosystem. We provide high-touch M&A and financial advisory services to sector leading software companies and their investors. Our deep sector expertise, collaborative culture, and commitment to excellence enable us to deliver thoughtful, value-driven outcomes for our clients.
Why AQ Technology Partners
At AQ, you will be part of a close-knit team where your work directly impacts clients and outcomes. Our structure means exposure to senior leadership and live transaction experience from day one. We value initiative, intellectual curiosity, and a team-oriented mindset and we invest in the professional growth of every team member.
Join us to gain the technical foundation, deal experience, and mentorship to launch a successful career in investment banking within one of the most dynamic market segments.
Program Overview
The AQ Summer Associate Program offers MBA students a fast-paced, hands-on introduction to software investment banking. Over the course of the summer, you will work directly with senior bankers and clients on live M&A and growth capital transactions, gaining exposure to every stage of transaction execution, from financial modeling and valuation to client strategy and negotiation.
As a Summer Associate, you will take on meaningful responsibility immediately and throughout the internship program. You will provide relevant contributions to transaction execution, develop presentation and marketing materials for clients, lead analytical workstreams, and mentor junior team members. This experience is designed to accelerate your professional development and prepare you for a successful career in investment banking.
Key Details
Location: Redwood City, CA
Program Duration: Summer 2026 (10 weeks)
Eligibility: Current MBA student graduating between December 2026 and June 2027
Work Authorization: Permanent U.S. work authorization required
Full-Time Opportunity: Candidates demonstrating exceptional performance will receive an offer to return as a full-time Associate following graduation
Compensation: Total salary of U.S.$32,500 (less applicable payroll taxes, withholdings, and deductions) paid in semi-monthly installments over the 10-week internship period
Responsibilities
Support senior bankers in advising software clients and financial sponsors on strategic M&A, private equity, and growth equity transactions
Conduct market and company research to support transaction positioning, strategic buyer engagement, and business development initiatives
Prepare client-facing materials such as confidential information memoranda, management presentations, and financial modeling / analysis
Partner with senior team members to develop new business opportunities and manage client relationships
Train and mentor analyst staff, contributing to AQ's collaborative and high-performance culture
Qualifications
Currently enrolled in a two-year MBA program with expected graduation between December 2026 and June 2027
2-3 years of prior professional experience in finance, accounting, consulting, or technology
Strong academic track record
Demonstrated excellence in quantitative and analytical deliverables
Strong leadership, organization, and project management skills
Exceptional written and verbal communication skills
Ability to thrive in a dynamic, entrepreneurial environment and work collaboratively in a small team
Passion for software, technology, and M&A
#LI-AQT
How much does a finance planner earn in Watsonville, CA?
The average finance planner in Watsonville, CA earns between $39,000 and $146,000 annually. This compares to the national average finance planner range of $42,000 to $120,000.