Senior Financial Consultant - Wealth Planning
Charles Schwab
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 experience. The ideal candidate holds a valid FINRA Series 7 license and is open to obtaining further certifications. Join Schwab for a supportive culture, flexible work options, and competitive benefits including a 401(k) matching plan, health insurance, and paid time off. #J-18808-Ljbffr Charles Schwab Corporation
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Financial Consultant - Wealth Planning in Sunnyvale, CA vacancy
- 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 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...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 tailored...Senior
$136.8k - $198.38k
...is based on the idea that transforming financial lives starts by giving our people the... ...compensation on top of the base pay** The Senior Private Wealth Advisor, Practice Lead plays a vital... ...to client onboarding, financial planning, and investor education. Collaborate with...Senior16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaImmediate startRemote workWork from homeFlexible hoursEmpower
San Jose, CA2 days ago$104.8k - $148.08k
...the idea that transforming financial lives starts by giving our... ...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 hoursEmpower
San Jose, CA2 days ago- 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
- ...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
ASPIRIANT LLC
Mountain View, CA8 days ago $50 - $60 per hour
...use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team... ..., Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: This is a full-time or part-time REMOTE...SeniorHourly payContract workWork experience placementRemote workFlexible hoursData Annotation
Mountain View, CAmore than 2 months ago$78.8k - $111.28k
...the idea that transforming financial lives starts by giving our people... ...person, as needed. The Wealth Advisor is an essential... ...delivering thoughtful, strategic planning conversations. The role will... ...delivering effective client consultations – always composed,...16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaImmediate startRemote workWork from homeWork visaFlexible hoursEmpower
San Jose, CA2 days ago$85k - $145k
...Wealth Advisor Menlo Park; San Francisco; Walnut Creek Why Work at... ...families amplify and simplify their financial lives by integrating financial planning, investment management, business... ...acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist...Temporary workWork at officeLocal areaRemote workMonday to FridayFlexible hoursMercer Advisors
Menlo Park, CA2 days ago$200k
Leah Yosef International in San Jose, California, is looking for a Wealth Advisor to manage relationships with high-net-worth clients. This role involves advising on wealth management strategies, inheriting client relationships, and developing partnerships with CPA and...SeniorWork at office$127.48k - $184.84k
An established financial institution is looking for a dedicated wealth management professional in San Jose, CA. The role involves representing and selling investment advisory and trust services while developing relationships with high net worth clients. Candidates should...Senior$100.8k - $162.4k
...to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and... ...relationships. Advanced capability of all wealth, investment, and financial planning processes Begins to prepare and make recommendations for...Permanent employmentTemporary workWork at officeFlexible hoursCorient Capital Partners
Menlo Park, CA2 days ago$93.8k - $107.2k
...Associate Wealth Advisor Menlo Park, CA or Palo Alto, CA Position Summary Focus... ...an exciting opportunity to work with a planning centric team dedicated to creating personalized... ...through active participation in the financial planning process. Responsibilities...Work at officeRemote work2 days per weekFocus Financial Partners Inc.
Menlo Park, CA4 days ago$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...$106k - $150k
...dedicated to helping clients build stronger financial futures. From banking and lending to investments, insurance, and wealth planning, the First Citizens Wealth team provides... ...with Commercial Bankers and Wealth Consultants to provide a seamless client transition to...Temporary workLocal area- ...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... ...successful candidates will work alongside senior advisors and subject matter experts,...
Confidential
San Jose, CA2 days ago $170k - $210k
...families amplify and simplify their financial lives by integrating financial planning, investment management, business... ...here. Job Summary: The Senior Wealth Advisor focuses on deepening... ...acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist...SeniorTemporary workWork at officeLocal areaRemote workFlexible hours$80k - $85k
Associate Wealth Advisor - Focus Partners Wealth Focus Partners Wealth is seeking an Associate Wealth Advisor to join a planning‑centric team dedicated to creating personalized wealth advice... ...and actively participate in the financial planning process. Hybrid Schedule...Work at officeRemote work3 days per week- ...commitment to helping clients own their financial futures. In this exciting role,... ...opportunities. As a Financial Consultant at Schwab, you will be tasked with... ...Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow...Flexible hours
$86.1k - $107.2k
Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our... ...an exciting opportunity to work with a planning centric team dedicated to creating... ...relationships through active participation in the financial planning process. Responsibilities...Work at officeLocal areaRemote work2 days per week- Intuitive in Sunnyvale, CA seeks a financial analyst for the Corporate Planning and Reporting team. The role requires deep analysis of the global P&L to optimize expenses and influence financial strategy. Responsibilities include developing expense planning models, consolidating...Senior
- II-VI UK, Ltd. is looking for a seasoned Financial Planning & Analysis (FP&A) professional to enhance financial reporting and analysis activities. The candidate should have at least 8 years of experience in finance or accounting, preferably in a global manufacturing environment...Senior
- Intuit is seeking a Staff Financial Analyst in Mountain View, California, to drive strategic planning and financial reporting for the QuickBooks Product organization. The ideal candidate will have over 6 years of FP&A experience, strong analytical skills, and proficiency...Senior
- Job Description Primary Function: The Corporate Planning and Reporting team is responsible for analyzing and reporting results and financial plans across various business units, regions, and functions of Intuitive. This role will focus on expense planning, analysis, &...Senior
$73k - $110k
A global technology transformation company in California is looking for a Senior Financial Analyst to join their finance team. The role focuses on financial planning & analysis and consolidations while leveraging strong project management skills. Candidates should have...Senior- Google Inc. is looking for a Senior Financial Analyst for its Google One AI Subscriptions team in Mountain View, CA. The role involves performing... ...field and have at least 7 years of experience in financial planning and analysis. Compensation includes a base salary of $142,000...Senior
- Intuit is looking for a Principal Financial Analyst in Mountain View, California to lead financial analysis and strategic planning, working closely with various teams to drive business growth. Candidates should have over 10 years of experience in FP&A roles and strong...Senior
$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 leveraging...
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Financial Consultant - Wealth Planning. Be the first to apply!
Related searches
- jde finance consultant Sunnyvale, CA
- financial advisor Sunnyvale, CA
- financial planner Sunnyvale, CA
- financial planning assistant Sunnyvale, CA
- financial advisor associate Sunnyvale, CA
- financial counselor Sunnyvale, CA
- financial planning associate Sunnyvale, CA
- finance associate Sunnyvale, CA
- estate planning consultant Sunnyvale, CA
- financial planning administrator Sunnyvale, CA