Senior Wealth Advisor & Client Strategy Lead
Charles Schwab
Charles Schwab is seeking a Sr. Manager, Wealth Advisor in Walnut Creek, California to manage client relationships and deliver personalized investment guidance. This role emphasizes a relationship-driven environment, where you’ll collaborate with a dedicated advisory team to support clients through complex financial decisions. A successful candidate will demonstrate client experience, time management skills, and financial planning expertise. The role comes with a competitive benefits package and a commitment to workplace flexibility. #J-18808-Ljbffr Charles Schwab
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Wealth Advisor & Client Strategy Lead in Walnut Creek, CA vacancy
- A leading financial services firm in Walnut Creek is seeking a seasoned professional to manage client relationships and deliver exceptional investment strategies. The ideal candidate will have a strong commitment... ...environment. #J-18808-Ljbffr Bluespring Wealth PartnersSenior
- AMT Engineering is seeking a Senior Structural / Bridge Engineer with over 10 years of experience for its team. The role involves leading the technical design of complex bridge projects, managing client relationships, and ensuring project delivery standards. Ideal candidates...Senior
$191k - $305k
...Senior Lead Commercial Banking Relationship Manager Wells Fargo is... ...Banking Relationship Manager for clients with annual revenue of $25MM... ...feedback; act as an advisor to guide and influence others... ...internal stakeholders Lead the strategy and resolution for full suite...SeniorWork experience placement- ...firm located in Pleasant Hill, CA is seeking an Associate Wealth Advisor to join their team. The successful candidate will provide a top-tier service experience while supporting Senior Wealth Advisors with client advisory and investment management duties. Requirements...Suggested
- Milliman is seeking a seasoned Health Consulting Actuary to lead employer health benefits engagements, manage complex client projects, and deliver actuarial and strategic guidance. The role emphasizes leadership, client management, and business development within a hybrid...Senior
- ...managing over $2.8 billion in client assets. Our advisors average $575,000 in GDC.... .... About the Role: A Senior Wealth Advisor is an experienced... ...This individual will also lead within the organization as... ...planning and investment strategies consistent with their individual...SeniorImmediate start
Columbia Bank (WA, OR & ID)
Walnut Creek, CA3 days ago - ...Environmental Economics, Inc. seeks an Associate Director for its transmission projects based in California. This role involves leading strategy engagements for utilities, ensuring successful project delivery, and coordinating with stakeholders. The ideal candidate will...SeniorFlexible hours
- John McNeil Studio is hiring a Sr. Strategist in Berkeley to lead strategic planning for diverse clients. This full-time position emphasizes communications across various marketing channels, including advertising and social marketing. The ideal candidate will have 5+ years...SeniorFull time
- Mal-Warwick-Donordigital is seeking a Senior Account Executive for Legacy to manage strategic fundraising programs for nonprofit clients. The role includes client interaction, team management, and expertise in legacy marketing. Candidates should have at least 9 years of...Senior
- Focus Partners Wealth in Walnut Creek is seeking an Associate Wealth Advisor to enhance client relationships through comprehensive financial planning. You will collaborate with Wealth Advisors to develop strategies in investment, estate, and tax planning. This role offers...Work at officeRemote work
$190.5k - $295.3k
Stantec Consulting International Ltd. is seeking a Senior Principal - Management and Funding Consulting based in Walnut Creek, California... ...the Western U.S. Applicants should have a strong background in client engagement, leadership, and business development with at least 1...Senior$150k - $235k
A leading engineering consulting firm is seeking a Client Service Director to drive growth in the water and wastewater sector across the United States. This role involves business development, project management, and team leadership. Candidates should have 15+ years of...- A leading financial services firm in California seeks experienced Financial Advisors dedicated to growing a practice and providing high-level advice and service to clients. Qualified candidates will have a four-year degree, CFP designation, and 7+ years of relevant experience...Senior
- CS Power Systems, a leading division of Canadian Solar, seeks an experienced FP&A leader in Walnut Creek, CA. You will own budgeting, forecasting, long-range planning, and financial analysis to support strategic decisions. You will partner with Sales Ops, Planning, and...Senior
- Charles Schwab, Walnut Creek, is seeking a Wealth Advisor to manage client relationships and deliver holistic financial planning. You will provide tailored investment guidance aligned with Schwab’s approach and collaborate with an experienced advisory team to support clients...
- ...consultancy, helping shape a sustainable future with leading organizations. The Senior Account Executive, Reputation Management, will... ...integrated sustainability PR and crisis communications strategies to help clients prepare for, respond to, and recover from reputational...Senior
$60k - $120k
EP Wealth Advisors is hiring a Wealth Advisor at its Walnut Creek, CA location. The role involves providing comprehensive services to clients and assisting in business development through inbound leads. Candidates should have at least 2 years of relationship management...Flexible hours- U.S. Bank in Walnut Creek, CA seeks a senior wealth management professional to retain and grow high net worth client relationships, providing expert counsel across banking, trust, and investment needs. You will lead a cross-functional team around each client, identifying...
- ...status quo and help clients achieve what matters most. Schwab Wealth Advisory is a fee‑... ...Sr. Manager, Wealth Advisor , you’ll manage... ...Demonstrated ability to lead complex client... ...positions, tax‑aware strategies, multi‑goal planning... ...Coachability: Demonstrates a senior learning mindset by...SeniorWork at office
- A leading advertising services company is looking for a dynamic Senior Paid Social Manager. In this role, you will develop and execute innovative paid social and display marketing strategies that maximize revenue and lead generation. You will manage large-scale campaigns...SeniorWork at office
- A heating and air conditioning service company is seeking a Lead Installation Technician to ensure quality installation of HVAC systems... ...HVAC equipment, training apprentices, and maintaining client satisfaction. This position offers competitive benefits, including...Senior
$170k - $210k
Why Work at Mercer Advisors? For more than 40 years, Mercer Advisors... ...legally bound to act in our clients’ best interests — always.* Mercer... ...and challenges. Regis Wealth Advisors work hand‑in‑hand with... ...management. Job Summary The Senior Wealth Advisor focuses on deepening...SeniorTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- Charles Schwab Corporation in Walnut Creek is seeking a Wealth Advisor to manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned with Schwab’s approach. You’ll collaborate with an experienced advisory team...
- ...fostering organizational effectiveness. The successful candidate will have a BA/BS degree with 4-6 years of experience, focusing on talent strategy and compliance. This position offers a competitive salary and comprehensive benefits. #J-18808-Ljbffr Whole Foods Market IP. L.P.Senior
$120.3k - $166.1k
A leading CPA firm is seeking a Tax Consultant in San Ramon, CA, to provide tax advisory services for high-net-worth individuals and their... ...4 years of relevant tax consulting experience. You will guide client relationships and support staff in their career growth, with a...Senior- Avante is seeking an experienced Recruiter in Emeryville to manage the full recruiting funnel for the organization. In this role, you will drive process efficiency, track hiring metrics, and ensure a quality candidate experience. The ideal candidate has over 5 years of ...Senior
- CNA Insurance in Walnut Creek, California, is seeking a Senior Actuarial Consultant for their pricing team. The role involves collaborating... ...partners and providing actuarial analyses to influence pricing strategies. The ideal candidate will possess strong analytical skills,...Senior
- ...team in Walnut Creek, CA. The ideal candidate will have at least ten years of experience managing complex cases and fostering strong client relationships. This position offers a hybrid work environment and a comprehensive benefits package, including medical, dental,...Senior
- ...be the right fit. Position Summary The Senior Client Manager partners closely with Producers... ...carriers and vendors on behalf of clients Lead open enrollment planning and execution,... ...tools Core Competencies Employee benefits strategy and advisory support Medical, dental,...SeniorLocal area
Epic-Insurance-Brokers-
Concord, CA3 days ago - Charles Schwab Corporation is looking for an Associate Wealth Advisor to support Wealth Advisors and manage virtual client relationships. The ideal candidate will have strong skills in client service, proactive initiative, and adaptability in a dynamic environment. This...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Wealth Advisor & Client Strategy Lead. Be the first to apply!
Related searches
- financial planning administrator Walnut Creek, CA
- financial advisor development program Walnut Creek, CA
- wealth advisor Walnut Creek, CA
- financial planner cfp Walnut Creek, CA
- associate corporate finance Walnut Creek, CA
- financial associate Walnut Creek, CA
- estate planning consultant Walnut Creek, CA
- financial advisor Walnut Creek, CA
- financial advisor associate Walnut Creek, CA
- financial counselor Walnut Creek, CA