Senior Financial Consultant, Wealth Management & Planning
Charles Schwab
Charles Schwab Corporation is seeking a Financial Consultant to provide wealth management and financial planning advice to clients. You will be responsible for developing client relationships based on trust and delivering an outstanding investor experience. Required qualifications include a valid FINRA Series 7 license, with preferences for Series 66 and strong relationship-building skills. The role offers flexibility, professional development, and various benefits including health insurance and sabbaticals. #J-18808-Ljbffr
- 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
$170k - $210k
...amplify and simplify their financial lives by integrating financial planning, investment management, business management,... ...challenges. Regis Wealth Advisors work hand-in... ...Summary: The Senior Wealth Advisor focuses... ...Chartered Financial Consultant (ChFC), Personal Financial...SeniorTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours$100k - $250k
...A financial services firm in Menlo Park is seeking experienced Financial Advisors to grow their practice while providing high-level advice... ...-year degree and CFP designation, with 7+ years in financial planning or related work. Responsibilities include onboarding clients,...Senior- ...A leading financial advisory firm located in Menlo Park, California, is seeking experienced Financial Advisors to provide exceptional... ...and CFP designation, along with 7+ years in financial or estate planning. Responsibilities include onboarding clients, servicing...Senior
- Cerity Partners is seeking a Principal Wealth Advisor to manage client relationships and deliver personalized wealth planning strategies. This role emphasizes client retention... ...to provide robust support for clients' financial needs. The ideal candidate will have extensive...SeniorFlexible hours
$170k - $210k
...amplify and simplify their financial lives by integrating financial planning, investment management, business management,... ...challenges. Regis Wealth Advisors work hand-in... ...Job Summary: The Senior Wealth Advisor... ...Chartered Financial Consultant (ChFC), Personal Financial...SeniorTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- ...Charles Schwab is seeking a qualified professional to deliver financial guidance and wealth management services to clients. The role emphasizes relationship building, effective communication, and comprehensive financial advice. You will focus on client asset consolidation...
$106k - $150k
...helping clients build stronger financial futures. From banking and... ..., insurance, and wealth planning, the First Citizens Wealth... ...and on-going relationship management. Client opportunities are generated... ...Commercial Bankers and Wealth Consultants to provide a seamless...Temporary workLocal area- ...Cerity Partners LLC is seeking a Principal Wealth Advisor in Los Altos, CA. This role... ...retention, and developing personalized wealth planning strategies. Candidates must have a... ...mentoring colleagues. A strong knowledge of financial planning and leadership skills is...
$100.8k - $162.4k
...Responsibilities Support Wealth Advisor in delivering exceptional services to clients... ...of all wealth, investment, and financial planning processes Begins to prepare and make recommendations... ...and ultimately client relationship management and independent decisions Business...Permanent employmentTemporary workWork at officeFlexible hours$150k - $200k
...Overview Focus Partners Wealth is seeking a Wealth Advisor responsible... ...be the first call for any financial guidance and service that our... ...analyses, construct and manage investment portfolios, project... ..., provide guidance on estate planning, and address other financial...Work at officeRemote work2 days per week$127k - $250k
...Director, Wealth Advisor At BNY, our culture allows us to run... ...success. As a leading global financial services company at the heart... ...Wealth Advisor to join our Wealth Management team. This role is located in... ...wealth advisory, financial planning, banking, trust, and other...Temporary workWork experience placementLocal areaWorldwideFlexible hours$106k - $150k
...Citizens Bank in Palo Alto seeks an Affluent Wealth Advisor to manage relationships with High Net Worth clients. The advisor will utilize a planning-based approach to understand client needs and deliver tailored financial solutions. Candidates should possess a Bachelor...$86.1k - $107.2k
...Summary Focus Partners Wealth is seeking an Associate Wealth... ...exciting opportunity to work with a planning centric team dedicated to... ...active participation in the financial planning process.... ...strategies in retirement, risk management, tax, estate, and investment...Work at officeLocal areaRemote work2 days per week$86.1k - $107.2k
...Focus Partners in Palo Alto is seeking an Associate Wealth Advisor to develop and implement personalized financial plans collaboratively with Wealth Advisors. This hybrid role requires maintaining client relationships and involves creating investment strategies while...$80k - $85k
Associate Wealth Advisor - Focus Partners Wealth Focus Partners Wealth... ...Wealth Advisor to join a planning‑centric team dedicated to... ...actively participate in the financial planning process. Hybrid Schedule... ...Collaborate with Portfolio Management for portfolio approval, trade...Work at officeRemote work3 days per week$86.1k - $107.2k
Position Summary Focus Partners Wealth is seeking an Associate... ...exciting opportunity to work with a planning centric team dedicated to... ...active participation in the financial planning process. Responsibilities... ...in retirement, risk management, tax, estate, and investment...Work at officeLocal areaRemote work2 days per week$68k - $120k
...Wealth Management Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/... ...proposal tools, financial planning, reporting and analysis.... ...such as Practice Strategy Consultants and Branch Management •...Temporary workWork experience placementLocal area$50 - $60 per hour
...use their expertise to help shape how AI understands financial principles and decision-making. In this role, you... ...Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be...SeniorHourly payContract workFor contractorsWork experience placementRemote work$165k - $175k
## Wealth AdvisorApplyremote type: Onsitelocations: Los Altos, CAtime... ...serves as a key relationship manager, ensuring high client... ...developing personalized wealth planning strategies. This role involves... ...strategies based on clients’ financial goals, risk tolerance, and investment...Local areaFlexible hours$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- ...Position Summary The Senior Client Relationship Analyst provides exceptional service... ...to the client while supporting the Polk Wealth Management team. Through regular interactions with... ...Wealth Management team, including building financial or analytical models, drafting...SeniorWork experience placementLocal area
$76k - $125.3k
...serving the global financial services marketplace... ...and Capital Markets, Wealth and Asset Management and Insurance. Our... ...structuring, tax minimization planning, on-call advice, and... ...A senior analyst in FSO EDGE... ...tax compliance and consulting work for clients. The...SeniorSummer holidayWork at officeLocal areaFlexible hours$76k - $125.3k
...Anywhere in country. EY’s Financial Services EY EDGE Wealth and Asset Management (WAM) practice provides... ..., tax minimization planning, on‑call advice, and tax... ...key responsibilities A senior analyst in FSO EDGE WAM... ...tax compliance and consulting work for clients. The objective...SeniorSummer holidayWork at officeLocal areaFlexible hours- ...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
- A global financial institution is seeking a seasoned professional for Wealth Relationship Management in Mountain View, California. The role involves building and deepening relationships... ...have 5-8 years of experience in financial planning, strong analytical skills, and current...SeniorFull time
- JPMorgan Chase & Co. in Palo Alto is seeking a Senior Private Client Banker to manage and deepen relationships with affluent clients. This role requires... ...candidates should have 2+ years in branch banking or financial services, be able to resolve issues effectively, and...SeniorWeekend workAfternoon shift
$100k - $150k
Morgan Stanley in Palo Alto is seeking a Senior Client Relationship Analyst to provide exceptional service while supporting the Polk Wealth Management team. You will evaluate investment managers and co‑investment opportunities, participate in the investment process, and...Senior- A leading financial services firm in Palo Alto is seeking a dedicated Private Client Advisor... ...solutions and comprehensive financial planning. The ideal candidate will have a minimum... ...effective client acquisition and relationship management skills. A valid Series 7 and Series 66...
$111k - $130k
...largest transfer of wealth in human history. If you... ...historic cultural and financial shift, keep reading.... ...focuses on financial planning, investment analysis,... ...a Finance & Strategy Senior Analyst, this role supports... ...that incorporate management fees, committed capital...SeniorWork at officeFlexible hoursShift work3 days per week
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