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
- ...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 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
- 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
$170k - $210k
...amplify and simplify their financial lives by integrating financial planning, investment management,... ...and challenges. Regis Wealth Advisors work hand-in-hand... ...Job Summary: The Senior Wealth Advisor focuses on... ...: Chartered Financial Consultant (ChFC), Personal Financial...SeniorTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- ...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
- ...Los Altos, California is seeking a Principal Wealth Advisor to ensure high client retention and develop personalized wealth planning strategies. This role is pivotal for... ...collaborating across departments for holistic financial planning. The ideal candidate will have 7-1...Senior
- 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
...the idea that transforming financial lives starts by giving our... ..., if needed. The Senior Private Wealth Advisor, Practice Lead (Personal... ...onboarding, financial planning, and investor education. Collaborate... ...effective client consultations – always composed, professional...Senior16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeFlexible hours$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 areaRemote workWork from homeWork visaFlexible hours$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$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- 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
- ...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...
$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
...Principal Wealth Advisor The Principal Wealth Advisor serves as a key relationship... ...needs and developing personalized wealth planning strategies. This role involves onboarding... ...wealth planning strategies based on clients' financial goals, risk tolerance, and investment...Local areaFlexible hours$85k - $107.2k
Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join... ...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 officeLocal areaRemote work2 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 procured... ...Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow...Flexible hours
$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 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...- ...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
$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$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$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- 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
- ...Responsibilities Develop a deep understanding of the company's financial close, consolidation, reporting, budgeting, and forecasting... ..., input, and validation of forecast, budget, and long-range plan data. Assist in the creation of executive-level...SeniorWork at office
$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- 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
$115k - $135k
...Senior Financial Analyst, FP&A MOUNTAIN VIEW, CA - HYBRID, 3 DAYS IN OFFICE EGNYTE YOUR CAREER. SPARK YOUR PASSION. Egnyte is a place where... ...leaders, you will be a key contributor to the Company’s financial planning and analysis processes, including ad‑hoc modeling and...SeniorWork at officeLocal areaWorldwideFlexible hours- Google Inc. in Mountain View, CA, is seeking a Senior Financial Analyst in Supply Chain Finance. The role requires a Bachelor's degree and 7 years of experience in financial planning and analysis, emphasizing collaboration and communication within a cross-functional team...Senior
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