Senior Financial Consultant Wealth Planning
Charles Schwab
Charles Schwab Corporation is seeking a Financial Consultant to provide clients with financial guidance and wealth management services. This role emphasizes forming lasting client relationships and expanding one’s own financial practice through active networking and referrals. The ideal candidate will possess a valid FINRA Series 7 license and be open to obtaining further licensing. Enjoy a supportive culture focused on personal and professional development alongside a competitive benefits package that includes flexible work options. #J-18808-Ljbffr
- ...Charles Schwab is seeking a Financial Consultant to provide wealth management and financial planning advice to clients. You'll foster trust-based relationships while guiding clients in their investment journeys and consolidating their assets. This position demands strong...Senior
- ...Charles Schwab in California is seeking a Financial Consultant to provide wealth management guidance. The role emphasizes relationship-building and... ...advise clients on investment management and financial planning while participating in a collaborative team environment...SeniorFlexible hours
- ...Charles Schwab Corporation in Sunnyvale is seeking a Financial Consultant to provide wealth management and financial planning advice to clients. In this role, you will grow your practice by consolidating client assets and networking while ensuring an outstanding investor...SeniorFlexible hours
- ...Charles Schwab Corporation in California is seeking a Financial Consultant to provide wealth management and financial planning advice to clients. In this role, you will build strong client relationships and grow your practice through asset consolidation and referrals....SeniorFlexible hours
- ...Citigroup Inc. is seeking a Senior Analyst for Wealth Relationship Management in Los Gatos, California. This pivotal role requires 5-8 years of experience and a strong background in financial planning. Responsibilities include building client relationships, providing...Senior
$88.4k - $132.6k
...Citigroup Inc. is seeking a Wealth Relationship Advisor in Fremont, California. This seasoned professional role involves building and deepening client relationships while providing financial planning and investment advice. Candidates should have 5-8 years of experience...Senior- ...our broader purpose. Think of us as financial partners, because at Columbia, we believe... .... The program has a financial planning team that is integrated in their team.... ...Insurance solutions. About the Role: A Senior Wealth Advisor is an experienced financial...SeniorImmediate start
$104.8k - $148.08k
...the idea that transforming financial lives starts by giving our... ...on client needs. The Senior Wealth Advisor, Practice Lead plays... ...client onboarding, financial planning, and investor education... ...delivering effective client consultations – always composed, professional...Senior16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaImmediate startRemote workWork from homeWork visaFlexible hours- ...Expanding your practice with access to our Wealth, Advisory, and Insurance platforms. Leveraging a full suite of planning and technology resources. Partnering with... ...a Great Fit: 5+ years of experience as a financial or wealth advisor. Active Life & Health license...SeniorLocal area
$88.4k - $132.6k
...Citi is looking for a Wealth Relationship Management Sr. Analyst in Mountain View, California. This seasoned professional will deepen relationships with affluent clients and provide tailored financial solutions based on their complex needs. With 5-8 years of experience...Senior$135k - $250k
...Position Title: Senior Financial Advisor Salary Range: $135,000 - $250,000 / Year DOE... ...opportunity to join a growing, employee-owned wealth management firm where relationships... ...decisions through a highly personalized planning process designed to align their wealth...Senior$140k - $200k
...Job Description Job Description Senior Financial Advisor San Jose, CA Salary: $140,000 - $200,000 per year Hybrid – Meets... ...a high-growth trajectory by providing personalized planning and wealth management to three niches: Tech Professionals (Equity/RSU...SeniorLocal area1 day per week$106k - $150k
...dedicated to helping clients build stronger financial futures. From banking and lending to investments, insurance, and wealth planning, theFirst Citizens Wealthteam provides... ...closely with Commercial Bankers and Wealth Consultants to provide a seamless client transition...Temporary workLocal area- A global financial institution is seeking a seasoned professional for Wealth Relationship Management in Mountain View, California. The role involves building and deepening... ...have 5-8 years of experience in financial planning, strong analytical skills, and current FINRA...SeniorFull time
- ...commitment to helping clients own their financial futures. In this exciting role,... ...opportunities. As a Financial Consultant at Schwab, you will be procured with... ...clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your...Flexible hours
- ...Associate Vice President and Wealth Advisor About the Company Premier investment... ...is ideal for early-career advisors or financial planning professionals who are ambitious and want... ...candidates will work alongside senior advisors and subject matter experts, supporting...
$60k - $75k
...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...Work at officeWork from home- ...Solutions consists of Schwab Wealth Advisory, Centralized... ...and Wealth Strategies Consulting Group. Schwab Wealth... ...clients through our Planning and Wealth Strategy... ...liquidity needs. As a Senior Regional Manager you... ...with extensive financial services experience to...SeniorWork at office
$77k - $214k
...Industry/Sector: Asset and Wealth Management Time Type: Full... ...and guidance to clients on tax planning, compliance, and strategy. These... ...You will review and analyse financial data, prepare and file tax... ...increased efficiencies. As a Senior Associate you shall analyze complex...SeniorFull timeH1b$124k - $335k
...Industry/Sector: Asset and Wealth Management Time... ...Renewable Energy Tax Senior Manager, you will play... ...acting as a strategic consultant in business analysis,... ...tax strategies for our Financial Services clients. Your... ...of innovative tax planning solutions and methodologies...SeniorFull timeH1bLocal area$77k - $214k
...Industry/Sector: Asset and Wealth Management Time Type: Full... ...and guidance to clients on tax planning, compliance, and strategy. These... ...You will review and analyse financial data, prepare and file tax... ...creative tax solutions. As a Senior Associate you will analyze complex...SeniorFull timeH1b- ...A global financial institution based in San Jose, California, seeks a Financial Planning Specialist to identify and deepen relationships with affluent clients. This role requires 5-8 years of experience in financial services, strong analytical and communication skills,...Senior
$76k - $125.3k
...Anywhere in country. EY’s Financial Services EY EDGE Wealth and Asset Management (WAM)... ...structuring, tax minimization planning, on‑call advice, and tax... ...key responsibilities A senior analyst in FSO EDGE WAM will... ...tax compliance and consulting work for clients. The objective...SeniorSummer holidayWork at officeLocal areaFlexible hours$77k - $202k
...At PwC, our people in finance consulting specialise in providing consulting services related to financial management and strategy.... ..., forecasting, and financial planning processes to drive operational... ...driven technologies. As a Senior Associate, you will analyze complex...SeniorFull timeH1b$76k - $125.3k
...in serving the global financial services marketplace and... ...and Capital Markets, Wealth and Asset Management... ...structuring, tax minimization planning, on-call advice, and... ...responsibilities A senior analyst in FSO EDGE... ...tax compliance and consulting work for clients. The...SeniorSummer holidayWork at officeLocal areaFlexible hours- ...Jonus Group in Fremont, California is seeking a Financial Planner to provide comprehensive financial planning support. This hybrid role involves working closely with advisory teams to deliver high-quality financial plans and enhance the client experience. Candidates should...Senior
- ...of a client service team, the Wealth Management Associate is... ...statements, cash flows, long-range financial projections, income tax... ...worth, cash flow, investment planning, insurance summaries and other... ...virtual and in-person) alongside senior advisors; assist with meeting...SeniorWork at office
- Fidelity Investments seeks a client-focused Financial Consultant to join our Financial Planning and Advisory team. In this role, you will provide comprehensive... ...long-term goals such as retirement, education, and wealth preservation. You will analyze client needs,...Full time
- ...our DNA across our audit, tax, and consulting groups. That's why we continuously invest... ...Job Description: Temporary Senior Consultant - Financial Crime Audit & Testing As a Temporary... ...all phases of an audit, including planning, conducting process walkthroughs,...SeniorTemporary workLocal areaWorldwide
- ...A prominent financial services organization based in California is looking for an individual to provide financial planning and investment advice while supporting sales targets. The ideal candidate will have a strong working knowledge of the financial industry, a post-...
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