Financial planning and analysis Jobs in Sunnyvale, CA
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Financial planning and analysis • sunnyvale ca
Last updated: 6 hours ago
Financial Planner / Advisor Intellectus Partners.Competitive Base + Bonus | Hybrid | SF Bay Area, Charlotte, NC, or North NJ.
Headquartered in San Francisco with roots in Silicon Valley, Intellectus P...Show moreLast updated: 18 days ago
San Jose, CA - leading global tech company.K plus bonus and significant equity package.Large company experience is critical.
Manufacturing highly preferred but not a must.Must have Business Unit exp...Show moreLast updated: 6 hours ago
Join us for an enriching journey with Outset, a trailblazing medical device company that is revolutionizing the field of dialysis.
Our focus is to create one high performing team, obsessed with prog...Show moreLast updated: 30+ days ago
You will be joining the Meta Finance and Business Planning team that supports the General & Administrative (G&A) functions and is responsible for core Financial Planning & Analysis (FP&A) operation...Show moreLast updated: 22 days ago
A company is looking for a Financial Planning & Analysis Specialist to support financial planning, forecasting, and analysis efforts.
Key Responsibilities Analyze trends of key performance indicat...Show moreLast updated: 3 days ago
Who We AreApplied Materials is the global leader in materials engineering solutions used to produce virtually every new chip and advanced display in the world.
We design, build and service cutting-e...Show moreLast updated: 12 hours ago
We are seeking a strategic and hands-on Head of Financial Planning and Analysis (FP&A), reporting directly to the CFO.You will lead our global finance operations and financial planning processes.Yo...Show moreLast updated: 23 days ago
Financial Planning & Analysis Lead, Video Programming - APPLE.Imagine what you could do here.At Apple, new ideas have a way of becoming great products, services, and customer experiences very quick...Show moreLast updated: 5 days ago
Location : On-Site 4 days per week at our.Menlo Park, CA , Princeton, NJ or Miami, FL office.Ivonescimab, known as SMT112, is a novel, potential first-in-class investigational.PD-1 with the anti-ang...Show moreLast updated: 15 hours ago
Financial Planning & Analysis Lead, Video Programming - APPLE.Imagine what you could do here.At Apple, new ideas have a way of becoming great products, services, and customer experiences very q...Show moreLast updated: 5 days ago
About Summit : Ivonescimab, known as SMT112, is a novel, potential first-in-class investigational bispecific antibody combining the effects of immunotherapy via a blockade of PD-1 with the anti-angi...Show moreLast updated: 12 hours ago
Cost accounting / financial experience, SAP experience, Experience with financial forecasting / budgeting and analyzing manufacturing variances.
Strong Possibility of being converted.Support larger busi...Show moreLast updated: 30+ days ago
Archer is an aerospace company based in San Jose, California building an all-electric vertical takeoff and landing aircraft with a mission to advance the benefits of sustainable air mobility.We are...Show moreLast updated: 8 days ago
Work hours : 8am-5pm (sometimes we need to work extra hours i.Primarily onsite (flexibility to work remotely in the future 1-2 days / week once training is complete).
Cost accounting / financial experien...Show moreLast updated: 30+ days ago
WEKA is architecting a new approach to the enterprise data stack built for the age of reasoning.The WEKA® Data Platform sets the standard for agentic AI data infrastructure with a cloud and AI-nati...Show moreLast updated: 25 days ago
Title : Director of Financial Planning and AnalysisFLSA Status : Exempt Reports To : CFOPay : $160,000-$220,000 / yearAbout the Company : GreenWaste has been an industry leader in recycling and waste diver...Show moreLast updated: 12 hours ago
The Financial Planning & Analysis (FP&A) Manager is an agile and reliable financial partner who empowers the Hewlett Foundation's mission through expertise, collaboration, commitment and foresight....Show moreLast updated: 24 days ago
Job Summary : We are seeking a Financial Planning & Analysis Manager to drive financial strategy, forecasting, and operational efficiency.
This role involves conducting in-depth financial analysis, p...Show moreLast updated: 24 days ago
- Promoted
Financial Planning Specialist
Intellectus Partners, LLCSan Jose, CA, United StatesFull-time
- Promoted
- New!
Senior Manager Financial Planning Analysis
Blake-Ryan & AssociatesSan Jose, CA, United StatesFull-time
- Promoted
Director, Financial Planning & Analysis
Outset MedicalSan Jose, CA, USFull-time
- Promoted
Finance Associate, General & Administrative Financial Planning & Analysis
MetaMenlo Park, CA, USFull-time
- Promoted
Financial Planning Specialist
VirtualVocationsSan Jose, California, United StatesFull-time
- Promoted
- New!
Financial Analysis III (B3)
Applied MaterialsSanta Clara, CA, USFull-time
- Promoted
Head of Financial Planning & Analysis (FP&A)
Picarro, IncSanta Clara, CA, USFull-time
Financial Planning & Analysis Lead, Video Programming - APPLE
MediabistroCupertino, CA, United StatesFull-time
- Promoted
- New!
Manager, Financial Planning & Analysis (R&D)
Summit TherapeuticsMenlo Park, CA, USFull-time
- Promoted
Financial Planning & Analysis Lead, Video Programming - APPLE
Stripe, IncCupertino, CA, USFull-time
- Promoted
- New!
Manager, Financial Planning & Analysis (R&D)
Summit Therapeutics plcMenlo Park, CA, USFull-time
Financial Planning & Analysis Analyst
MillenniumSoftSan Jose, CALIFORNIAFull-time
- Promoted
Financial Planning & Analysis, Director
ArcherSan Jose, CA, USFull-time
Financial Planning Analyst
Saviance TechnologiesSan Jose, CA, USFull-time
- Promoted
Financial Planning and Analysis Manager
WEKACampbell, CA, United StatesFull-time
- Promoted
- New!
Director of Financial Planning and Analysis
GreenWasteSan Jose, CA, USFull-time
Financial Planning & Analysis (FP&A) Manager
William and Flora Hewlett FoundationMenlo Park, CAFull-time
FP&A Manager || Financial Planning & Analysis Manager
Macpower Digital Assets EdgeSan Jose, CA, United StatesFull-time
- dentist (from $ 183,150 to $ 250,000 year)
- general dentist (from $ 230,000 to $ 250,000 year)
- technical director (from $ 102,500 to $ 243,250 year)
- digital artist (from $ 190,783 to $ 243,100 year)
- medical director (from $ 172,500 to $ 242,000 year)
- computer engineer (from $ 148,200 to $ 241,000 year)
- database engineer (from $ 100,425 to $ 240,000 year)
- engineering director (from $ 187,500 to $ 240,000 year)
- product director (from $ 180,000 to $ 238,642 year)
- embedded systems engineer (from $ 163,500 to $ 234,000 year)
The average salary range is between $ 100,000 and $ 170,000 year , with the average salary hovering around $ 125,000 year .
Financial Planning Specialist
Intellectus Partners, LLCSan Jose, CA, United States18 days ago
Job type
- Full-time
Job description3-5 years of experience in wealth management or financial planning, with exposure to insurance, retirement planning, estate planning, 10b5-1 planning, or stock option planning. Portable book of business or established client relationships (preferred). Bachelor’s degree from an accredited university; majors in financial planning, finance, economics, business, accounting, or law preferred. CFP designation or progress toward certification. Expertise with insurance products, retirement strategies, estate planning, 10b5-1 plans, and stock option planning. Tax or legal background / experience is a significant plus. Exceptional communication and client-facing skills with a proactive, client-first mindset. Strong organizational skills and meticulous attention to detail. Ability to excel in a fast-paced, team-oriented environment. Proficiency with financial planning software, portfolio management tools, and platforms for estate planning, 10b5-1, and stock option analysis. Commitment to integrity, confidentiality, and professional excellence. Competitive Pay : Base salary plus performance-driven bonuses. Mentorship & Growth : Direct guidance from the Founder / CEO and Head of Wealth Planning, with clear paths to senior roles. Hybrid LocationFlexibility : Work from our SF Bay Area, Charlotte, NC, or North NJ offices. Innovative Environment : Thrive in a culture blending Silicon Valley innovation with financial expertise. Meaningful Impact : Shape the financial futures of entrepreneurs and high-net-worth clients.
Financial Planner / Advisor Intellectus Partners
Competitive Base + Bonus | Hybrid | SF Bay Area, Charlotte, NC, or North NJ
About Intellectus Partners
Headquartered in San Francisco with roots in Silicon Valley, Intellectus Partners is a dynamic wealth management firm dedicated to empowering serial entrepreneurs, innovators, and high-net-worth individuals. Our client-centric approach helps clients navigate complex financial landscapes and plan for their next ventures. We’re expanding our team to deliver exceptional financial planning and wealth management services across the SF Bay Area, Charlotte, NC, and North NJ, and we’re looking for passionate professionals to join our mission.
The Opportunity
We’re seeking a driven Junior Financial Planner / Advisor to deliver tailored financial planning solutions, reporting directly to the Founder / CEO and Head of Wealth Planning. This role focuses on financial planning and insurance, retirement planning, estate planning, 10b5-1 planning, and stock option planning, offering a platform to grow your career and leverage your past and existing client relationships. With 3-5 years of experience and a portable book of clients, you’ll contribute to our growth while benefiting from mentorship and a collaborative, innovative culture.
Responsibilities
- Partner with senior advisors to craft and deliver comprehensive financial plans, integrating insurance, retirement strategies, estate planning, 10b5-1 plans, and stock option planning.
- Engage with clients on inquiries related to financial strategies, portfolio performance, insurance, retirement goals, estate planning, 10b5-1 plans, and stock options.
- Execute upon excellent, dedicated, Concierge like service levels.
- Develop compelling proposals to attract prospective clients, highlighting our holistic wealth management expertise.
- Create and present customized financial plans aligned with clients’ long-term objectives, including estate and legacy planning.
- Prepare materials for client meetings, collaborating with internal teams for seamless execution.
- Attend client meetings, own follow-up tasks, and ensure timely delivery of action items.
- Coordinate with clients’ attorneys, accountants, and other professionals to support estate planning, 10b5-1, stock option, and other planning needs.
- Support client data management and contribute to special projects as needed.
- Drive firm growth by leveraging your network and client base to attract new clients to the firm.
Qualifications
Why Intellectus Partners?
How to Apply
Ready to advance your career in financial planning? Apply via LinkedIn or email your resume and a brief cover letter to [email protected]. We’re eager to connect with candidates who share our passion for client success.
Intellectus Partners is an equal opportunity employer, committed to fostering a diverse and inclusive workplace.