Talent.com
Financial Associate II
Financial Associate IIClaire Myers Consulting • Danville, CA, US
Financial Associate II

Financial Associate II

Claire Myers Consulting • Danville, CA, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Job Description

Job Description

Associate II

Danville, CA | In-Office | $80,000–$110,000 | Full-Time, Exempt

Our client is looking for a motivated, experienced Associate to support their planning and operations team. This role is ideal for someone with 1–3 years of experience in financial services who’s ready to take on more responsibility while continuing to learn and grow in a client-focused environment.

You’ll work closely with the full team to support financial planning, trading, investment proposals, and high-net-worth client service.

What You’ll Do :

  • Manage operational tasks such as account setup, money movement, and performance reporting
  • Input and interpret client financial and tax data to support planning
  • Prepare investment proposals and financial plan updates
  • Maintain CRM records and support all aspects of client service
  • Collaborate across departments to improve processes and outcomes

What You Bring :

  • 1–3 years of experience in wealth management or financial services
  • Series 65 or willingness to obtain within 6 months
  • Bachelor’s degree required; MBA or CFP preferred
  • Strong analytical and interpersonal skills
  • Self-starter with attention to detail and ability to work in a fast-paced environment

    • Schedule :  In-office, Monday–Friday, 7AM-4PM

    [job_alerts.create_a_job]

    Financial Associate • Danville, CA, US

    [internal_linking.similar_jobs]
    Physical Therapist - $78K-88K per year

    Physical Therapist - $78K-88K per year

    Centra Healthcare QIA • Concord, CA, United States
    [job_card.full_time]
    Centra Healthcare QIA is seeking a Physical Therapist for a job in Concord, California.Job Description & Requirements.Concord, California? Centra Healthcare QIA posted this Physical Therapist.Vivia...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Travel Physical Therapist - $2,751 per week

    Travel Physical Therapist - $2,751 per week

    Supplemental Health Care • Walnut Creek, CA, United States
    [job_card.full_time]
    Supplemental Health Care is seeking a travel Physical Therapist for a travel job in Walnut Creek, California.Job Description & Requirements. Supplemental Health Care is seeking Physical Therapists i...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted]
    FINANCIAL AID SPECIALIST III

    FINANCIAL AID SPECIALIST III

    InsideHigherEd • San Jose, California, United States
    [job_card.full_time]
    San Jose / Evergreen Community College District.The Financial Aid Specialist III reports to the Director of Financial Aid at San Jose City College. The work schedule is 12 months per year; 40 hours pe...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Licensed Clinical Social Worker (LCSW) - $2,956 to $3,239 per week in Walnut Creek, CA

    Travel Licensed Clinical Social Worker (LCSW) - $2,956 to $3,239 per week in Walnut Creek, CA

    AlliedTravelNetwork • WALNUT CREEK, CA, US
    [job_card.full_time]
    AlliedTravelNetwork is working with AMN Healthcare Allied to find a qualified Licensed Clinical Social Worker in WALNUT CREEK, California, 94596!. Job Description & Requirements.Social Worker - ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Licensed Clinical Social Worker (LCSW) - $2,956 to $3,239 per week in Walnut Creek, CA

    Travel Licensed Clinical Social Worker (LCSW) - $2,956 to $3,239 per week in Walnut Creek, CA

    AMN Healthcare Allied • WALNUT CREEK, CA, US
    [job_card.full_time]
    Job Description & Requirements.Social Worker - Acute - (SW - Acute) .StartDate : 1 / 19 / 2026 Available Shifts : 8 D Pay Rate : $2956. Listed as one of America’s Best Hospitals by U.News & World...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Treasury Management Sales Consultant - Walnut Creek, Menlo Park or San Francisco, CA

    Senior Treasury Management Sales Consultant - Walnut Creek, Menlo Park or San Francisco, CA

    BankTalent HQ • Walnut Creek, CA, United States
    [job_card.full_time]
    Are you a results-driven Treasury Management professional with a passion for solving complex financial challenges and delivering tailored solutions? We're seeking a high-performing sales consultant...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Physical Therapist

    Physical Therapist

    California Healthcare Clinical Employee • Castro Valley, CA, US
    [job_card.full_time]
    New Grads Welcome! | Up to $10,000 Sign-On Bonus! | $25,000 Student Loan Reimbursement | $750 Monthly Incentive Bonus | 3 weeks of Vacation! | OCS Residency Program!. Full-Time (30-40 hours) - Flexi...[show_more]
    [last_updated.last_updated_30] • [promoted]
    CLINICIAN I / II - RESIDENTIAL • •FSP Res • •

    CLINICIAN I / II - RESIDENTIAL • •FSP Res • •

    Momentum for Health • San Jose, CA, United States
    [job_card.part_time]
    Sign-On-Bonus for Clinician I (Associate) paid in two installments - $1,500 after 6 months and $1,500 after 12 months & $5,000 total Sign-On-Bonus for Clinician II (Licensed) paid in two installmen...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Financial Analyst - FP&A II

    Financial Analyst - FP&A II

    LeadStack Inc. • Palo Alto, CA, United States
    [job_card.full_time]
    The Senior Financial Analyst will be a key member of the Go-To-Market Finance team.Reporting to Senior Manager Finance, they will work on Commissions forecast, Headcount Management, and support key...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Tax Senior Associate - Real Estate

    Tax Senior Associate - Real Estate

    Sensiba LLP • Pleasanton, CA, United States
    [job_card.full_time]
    At Sensiba, we're more than just a Top 75 Accounting Firm - we're a purpose-driven organization committed to making a meaningful impact for our clients, our people, and our communities.Recognized a...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Licensed Clinical Social Worker (LCSW) - $2,956 to $3,239 per week in Walnut Creek, CA

    Travel Licensed Clinical Social Worker (LCSW) - $2,956 to $3,239 per week in Walnut Creek, CA

    AlliedTravelCareers • WALNUT CREEK, CA, US
    [job_card.full_time]
    AlliedTravelCareers is working with AMN Healthcare Allied to find a qualified Licensed Clinical Social Worker in WALNUT CREEK, California, 94596!. Job Description & Requirements.Social Worker - ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Associate Clinician I

    Associate Clinician I

    Hope Program, A Licensed Clinical Social Worker Professional Corporation • Concord, CA, US
    [job_card.full_time]
    Relocation assistance and Sign-on bonus available.Company OverviewThe HOPE Program is a specialized forensic mental health clinic that primarily serves individuals who have come into contact with t...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Float Therapist

    Float Therapist

    Rogers Behavioral Health • Walnut Creek, CA, United States
    [job_card.full_time]
    The Therapist develops, coordinates, and facilitates all direct social services to patients and their families assigned and performs duties as directed by their manager. The Therapist will work in a...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote Financial Controller - AI Trainer ($150 per hour)

    Remote Financial Controller - AI Trainer ($150 per hour)

    Mercor • Hayward, California, US
    [filters.remote]
    [job_card.full_time]
    UK / Canada / Europe / Singapore / Dubai / Australia-based • •Investment Banking or Private Equity Experts • • for a research project with a leading foundational model AI lab. You are a good fit if you : - Have •...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Finance Analyst

    Finance Analyst

    Metasys Technologies, Inc. • Walnut Creek, CA, US
    [job_card.full_time]
    Candidates who receive an offer will be required to successfully complete a background check and drug test as a condition of employment. Hybrid 1 3 days onsite per week).Monday Friday, 8 : 00 AM 5 : 00 ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Physical Therapist II

    Physical Therapist II

    Alameda Health System • San Lorenzo, CA, United States
    [job_card.full_time]
    Summary SUMMARY : Under limited technical supervision, uses skill, judgment and knowledge of daily operations to supervise a small group of physical therapists, aides, and students.Efficiently eval...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Clinician I

    Clinician I

    Pacific Clinics • San Jose, CA, United States
    [job_card.full_time]
    This position is eligible for a hiring incentive of $3000!!!.Certain Payout conditions may apply.Pacific Clinics is the leading community-based nonprofit provider of mental health and substance use...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Health Systems Board Member

    Health Systems Board Member

    AbleLight • San Jose, CA, US
    [job_card.full_time]
    Due to our organization's growth, AbleLight has.We are seeking to add four executives with significant expertise in the areas below in the following communities of greatest need – Colorado, Califor...[show_more]
    [last_updated.last_updated_30] • [promoted]