Financial Consultant Jobs in Berkeley, CA (545)
Locum Physician (MD/DO) - Radiology - General/Other in Oakland, CA
LocumJobsNetwork
Oakland, CA
New
Part-Time
Financial Consultant - Berkeley, CA
Fidelity Investments
Berkeley, CA
Education
Parental Leave
$60k - $75k / year
Asset & Wealth Management, Private Family Office Financial Planning Advisor, Vice President - S[...]
The Goldman Sachs Group
San Francisco, California
Part-Time
$85k - $270k / year
Business Development Principal
Claire Myers Consulting
San Francisco, California
Dental Insurance
Vision Insurance
$150k / year
VP, Platform Solutions: Tax-Smart Growth for RIAs
JPMorgan Chase
San Francisco, California
Eco-Friendly
Director, Business Development - Healthcare
BDO Capital Advisors
San Francisco, California
$150k - $180k / year
‌
Partner, Technical Due Diligence, M&A Infrastructure Advisory
Erm
San Francisco, California
Dental Insurance
Vision Insurance
Parental Leave
$180k / year
‌
Head of M&A
NerdWallet
🌎 Remote
Remote
401(k)
Dental Insurance
Vision Insurance
‌
Regional Vice President - Business Development
Focus Partners Wealth
San Francisco, California
$250k - $300k / year
‌
Asset Management - Platform Solutions Client Advisor, West Region - Vice President
JPMorgan Chase
San Francisco, California
Eco-Friendly
‌
Tax Director, Transfer Pricing
BDO Capital Advisors
San Francisco, California
$99.8k - $262.5k / year
‌
Chief of Staff
Menlo Ventures
San Francisco, California
$132k - $178k / year
‌
Director Investment & Business Development
Egis Group
San Francisco, California
‌
Strategy Enablement Manager
LendingClub
San Francisco, California
Health Insurance
Dental Insurance
Vision Insurance
Parental Leave
‌
Senior Premier Relationship Manager
BMO Financial
Berkeley, CA
New
Part-Time
Health Insurance
Education
$63.3k - $117.2k / year
‌
TCC VP Development Investment, Multifamily
CBRE
San Francisco, California
Diversity Leader
$160k / year
‌
Director, Restructuring
Alvarez & Marsal
San Francisco, California
$200k - $225k / year
‌
Senior Associate, Performance Transformation TMT - Strategy
KPMG
San Francisco, CA
New
Dental Insurance
Vision Insurance
$90k - $190.6k / year
‌
Chief of Staff
Jinba.io
San Francisco, California
Part-Time
‌
Director - Global Transaction Analytics
Alvarez & Marsal
San Francisco, California
$200k / year
‌
Restructuring & Turnaround Consulting Director (Nationwide)
Huron Consulting Group
San Francisco, California
Dental Insurance
Vision Insurance
Parental Leave
$200k - $270k / year
‌
Manager, Strategy/Private Equity
Kpmg Us
San Francisco, California
Dental Insurance
Vision Insurance
$131.6k - $266.3k / year
‌
Chief Finance & Compliance Officer
Family and Child Empowerment Services - San Francisco
San Francisco, California
$160k - $175k / year
‌
Senior Director - Global Transaction Analytics
Alvarez & Marsal
San Francisco, California
$225k / year
‌
Independent Financial Advisor- Hybrid or Remote
Goodwin Recruiting
🌎 Remote
New
Remote
Hybrid
$200k / year
‌
Independent Financial Advisor- Hybrid or Remote, your choice
Goodwin Recruiting
🌎 Remote
New
Remote
Hybrid
$200k / year
‌
Beauty Sales Consultant, Licensed
CVS Health
Berkeley, CA
New
Hourly
Retail
‌
nCino Manager - Perm
Experis
San Francisco, CA
New
‌
0922 Investment Officer Real Assets - San Francisco Employees' Retirement System
City and County of San Francisco
San Francisco, CA
New
‌
Controller
Stillwater Sciences
Berkeley, CA
Hybrid
Dental Insurance
Vision Insurance
$110k - $150k / year
‌
Independent Financial Advisor- 100% Remote!
Goodwin Recruiting
🌎 Remote
New
Remote
$200k / year
‌
Relationship Manager, Outsourced Advisory Solutions
Capital Group
San Francisco, CA
New
Part-Time
$146k - $194k / year
‌
Senior Treasury Management Sales Consultant
BankTalent HQ
San Francisco, CA
New
PTO
Dental Insurance
Vision Insurance
Education
Parental Leave
$148k - $225k / year
Job Description
Working as a Financial Consultant in Berkeley, CA
There are 545 Financial Consultant opportunities available in Berkeley, CA all with unique requirements.
A Financial Consultant, also known as a Financial Planner, helps individuals develop financial plans to meet their short and long-term goals by identifying and reducing risks. They gather information to identify areas of opportunity for clients. Â This position primarily works with individuals who are high net worth individuals and businesses to build financial strategies.
Similar Jobs to Financial Consultant
Financial Consultant jobs near Berkeley, CA
Financial Consultants in Berkeley, CA Resume Data
Average Experience for Financial Consultants in Berkeley, CA
- More than 10 years: 72%
- 6-10 years: 19%
- 3-5 years: 7%
- 1-2 years: 2%
- Less than 1 year: 0%
Educational Background for Financial Consultants in Berkeley, CA
- Bachelors: 46%
- Masters: 33%
- Diploma: 9%
- Associates: 8%
- Doctorate: 4%
Top Skill for Financial Consultants in Berkeley, CA
- Customer focus & orientation: 16%
- Sales skills: 15%
- Attention to detail: 14%
- Spreadsheets with Microsoft Excel: 9%
- Management & leadership skills: Planning & execution: 9%
- Work style: Reliability: 8%
- Project timeline management: 7%
- Management & leadership skills: Impact & influence: 7%
- Bookkeeping: 7%
- Administrative assistant/receptionist: 7%
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