Investment Consultant: Launch Your Financial Advisory Career
Charles Schwab
Charles Schwab Corporation in Soquel, California is seeking an Investment Consultant to join their Branch Network. In this role, you will receive valuable training and mentorship to build a successful career in financial consulting. Key responsibilities include making outbound calls to clients, conducting needs-based analysis, and developing client relationships. Applicants should have a Bachelor's degree, and Series 7 and 66 licenses, along with a minimum of two years of experience in financial services. This role offers a chance for career advancement and incentive opportunities. #J-18808-Ljbffr
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Investment Consultant: Launch Your Financial Advisory Career in Soquel, CA vacancy
- ...re empowered to make an impact on your career. Here, innovative thought meets... ...the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity... ...foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role...Financial
Charles Schwab
Soquel, CA2 days ago $30.1 - $49.71 per hour
...are empowered to make an impact on your career. Here, innovative thought meets... ...the finance industry together. As an Investment Consultant (IC) at Schwab, you have the opportunity... ...foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role...FinancialFairygodboss
Soquel, CA2 days ago- ...Fairygodboss is seeking an Investment Consultant (IC) in Soquel, California. This role provides an opportunity to learn and grow within our... ...7 and 66 licenses, and at least two years of experience in financial services. Competitive benefits include a 401(k) with a match...Financial
Fairygodboss
Soquel, CA2 days ago - ...6 months of customer interaction experience. The selected candidates will build relationships with customers, assist with account openings, and educate on digital banking solutions. The position supports career advancement in a leading national bank. #J-18808-Ljbffr...Suggested
Quality Talent Group
Santa Cruz, CA3 days ago $75k - $125k
...guidance to subordinate officers, and offers financial counsel to current and prospective... ...and contacts to generate new business. Consult with Chief Lending Officer and Chief Credit... ...training, professional development and career advancement opportunities Physical...FinancialFull timeCasual workWork at officeLocal areaAfternoon shiftSanta Cruz County Bank
Santa Cruz, CA4 days ago- ...ready to take the next step? Discover a career in banking at Fifth Third Bank. The Personal... ...to understand and address their financial needs, the banker will provide solutions... ...the customer's lifecycle by utilizing our consultative sales and service process....FinancialWork at office
Fifth Third Bancorp
Santa Cruz, CA7 days ago $43.68k - $69.9k
...ready to take the next step? Discover a career in banking at Fifth Third Bank. The Personal... ...to understand and address their financial needs, the banker will provide solutions... ...the customer's lifecycle by utilizing our consultative sales and service process....FinancialWork at officeFifth Third Bancorp
Santa Cruz, CA3 days ago$23 - $31 per hour
...here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer... ...succeed. We believe that a meaningful career is much more than just a job - it's... ...and well-being. You'll be rewarded for investing in your community, celebrated for being...FinancialWork experience placementFlexible hoursWells Fargo
Capitola, CA4 days ago$160k - $180k
...individuals and businesses thrive financially? Do you excel in a people-... ...– a tax, accounting, and advisory platform that partners with... ...integrity environment that supports career advancement. We foster a... ...by identifying tax risks, consulting opportunities, and offering...FinancialLocal areaPP&Co
Santa Cruz, CA2 days ago- ...Financial Advisor Opportunity At BMO Bank In Santa Cruz, CA LPL Financial partners with... ...Santa Cruz, CA would allow you to join the Investment Program at BMO Bank as a Financial... ...exciting position will allow you to grow your career and business, helping the people and...FinancialLocal area
LPL Financial
Santa Cruz, CA5 days ago $43.68k - $69.9k
...ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL... ...to understand and address their financial needs, the banker will provide solutions... ...the customer's lifecycle by utilizing our consultative sales and service process. Responsible...FinancialWork at officeFifth Third
Santa Cruz, CA7 days ago$70k - $80k
...common purpose to help make financial lives better through the power... ...opportunity to succeed, build a career and contribute to our shared... ...to review financial and investment goals, building a financial plan... ...licenses Skills: Account Management Advisory Client Experience Branding...FinancialFull timeTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift- ...common purpose to help make financial lives better through the power... ...opportunity to succeed, build a career and contribute to our shared... ...small business, lending, and investments Manages financial center... ...Management Client Solutions Advisory Relationship Building...FinancialWork at officeFlexible hoursShift workWeekend workDay shift
$113.8k - $156.5k
...push onward toward certifying the Joby aircraft, scaling our manufacturing, and launching our initial commercial service. Overview The ideal candidate will possess advanced financial modeling skills, a strong grasp of finance and accounting principles, and a...FinancialTemporary workJoby Aviation
Santa Cruz, CA5 days ago$65k - $80.2k
...innovative, and successful financial institutions, and have... ...making significant investments to expand our advisor... ...and build a rewarding career. The Wealth... ...administration, investment advisory, and insurance Deliver... ...through Advisory Consulting Services and our expansive...FinancialTemporary workWork experience placementBank staffLocal areaFlexible hoursU.S. Bancorp
Aptos, CA5 days ago$65k - $80.2k
...make better and smarter financial decisions and enabling... ...in their potential. A career with U.S. Bank gives... ...are making significant investments to expand our advisor... ...administration, investment advisory, and insurance ·... ...through Advisory Consulting Services and our expansive...FinancialTemporary workWork experience placementBank staffLocal areaFlexible hoursU.S. Bank
Aptos, CA5 days ago$43.68k - $69.9k
...relationships and deliver exceptional banking experience. Responsibilities include processing transactions and providing tailored financial solutions to customers. The ideal candidate should have a High School Diploma or equivalent, with customer service experience. This...FinancialFull timeFifth Third
Santa Cruz, CA3 days ago- ...Personal Banker I for the Santa Cruz Main branch to provide exceptional customer experiences by fostering relationships and addressing financial needs. Duties include processing transactions, analyzing customer data, and offering tailored solutions while maintaining ethical...Financial
Fifth Third
Santa Cruz, CA3 days ago - ...common purpose to help make financial lives better through the power... ...opportunity to succeed, build a career and contribute to our shared... ...to review financial and investment goals, building a financial plan... ...Skills: Account Management Advisory Client Experience Branding...FinancialTemporary workWork at officeImmediate startMonday to FridayFlexible hoursShift workDay shift
- Quality Talent Group is seeking bankers to join their Consumer, Small, and Business Banking division in Ben Lomond, California. The role emphasizes building strong customer relationships and requires a commitment to customer service. Ideal candidates will have at least...
Quality Talent Group
Ben Lomond, CA3 days ago - ...WHAT YOU'LL BE RESPONSIBLE FOR Reporting to the Chief Financial Officer, you will: Provide strategic management oversight... ...analytical skills, including SQL, dashboarding, and reporting Be invested in staff development and empowering teams to do their best...FinancialFull timeContract workTemporary workPart timeLive inWork at officeLocal areaRemote work
Central California Alliance for Health
Santa Cruz, CA6 days ago $50 - $60 per hour
...experience to use their expertise to help shapehow AI understands financial principles and decision-making. We’re growing a team of... ...stronglypreferred. Relevant backgrounds include Financial Accounting, Investment Banking, CorporateDevelopment, Wealth Management, and...FinancialHourly payFull timeContract workPart timeWork experience placementRemote workData Annotation
Santa Cruz, CA5 days ago$57.5k - $106.5k
...Provides financial and investment planning and advice in collaboration with other team members to deliver a comprehensive banking solution in... ...partnership with members of the client relationship team to apply a consultative sales process and continually enhance the client...FinancialContract workPart timeLocal areaBMO Financial Group
Santa Cruz, CA4 days ago- ...-time, Part-time Shift: Day Shift Our client, a global trailblazer in financial services, is not just a trusted name—they’ve earned the top spot on LinkedIn’s 2025 “Top Companies to Grow Your Career” list for financial services employers. In line with their continued commitment...FinancialFull timePart timeImmediate startShift workDay shift
Quality Talent Group
Santa Cruz, CA4 days ago $23.19 - $28.35 per hour
...businesses we serve to make better and smarter financial decisions and enabling the communities... ...person is unique in their potential. A career with U.S. Bank gives you a wide, ever-... ...Job Description Client Relationship Consultants build relationships with customers,...FinancialTemporary workU.S. Bancorp
Felton, CA5 days ago$65k - $80.2k
...serve to make better and smarter financial decisions and enabling the... ...unique in their potential. A career with U.S. Bank gives you a... ...Advisor (WMA) position is the investment planning and investment and insurance... ...administration, investment advisory and insurance. WMAs partner...FinancialTemporary workWork experience placementLocal areaU.S. Bank
Watsonville, CA4 days ago$37 - $65.5 per hour
...here. At Wells Fargo, we're more than a financial services leader – we’re a global trailblazer... ...succeed. We believe that a meaningful career is much more than just a job – it’s... ...and well-being. You’ll be rewarded for investing in your community, celebrated for being...FinancialTemporary workWork experience placementImmediate startWells Fargo
Aptos, CA6 days ago- ...beaches, and open space-creating the perfect place to do meaningful, career-defining work. We are seeking an experienced Accounts... ...and administering payroll operations. This role ensures accurate financial processing, regulatory compliance, and timely reporting. The...FinancialWork at officeLocal areaFlexible hours3 days per week
Capstan Medical, Inc.
Santa Cruz, CA3 days ago - ...time, Part-time Shift: Day Shift Our client, a global trailblazer in financial services, is not just a trusted name - they’ve earned the top spot on LinkedIn’s 2025 “Top Companies to Grow Your Career” list for financial services employers. In line with their continued...FinancialFull timePart timeImmediate startVisa sponsorshipWork visaShift workDay shift
Quality Talent Group
Soquel, CA2 days ago $19.25 per hour
...meaningful experiences that help them build and develop skills for a career. The role of a Guest Advocate can provide you with the skills... ...to Drive-Up, carryout, etc. Find competitive benefits from financial and education to well-being and beyond at Target will consider...FinancialHourly payWork at officeLocal areaImmediate startFlexible hoursShift workNight shiftDay shiftTarget
Capitola, CA3 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Investment Consultant: Launch Your Financial Advisory Career. Be the first to apply!
