Senior Financial Consultant, Wealth Management & Planning
Charles Schwab
Charles Schwab Corporation is seeking a Financial Consultant to empower clients with financial guidance and wealth management strategies in Fremont, California. You will form strong relationships built on trust while providing tailored financial planning advice to existing Schwab clients. This role requires a valid FINRA Series 7 license and the ability to adapt to changing market conditions. Strong communication skills and a commitment to professional development are essential. Schwab offers a competitive benefits package including flexible work options, health insurance, and retirement plans. #J-18808-Ljbffr
Vacancy posted 1 day ago
Similar jobs that could be interesting for youBased on the Senior Financial Consultant, Wealth Management & Planning in Fremont, CA vacancy
- ...Charles Schwab in Pleasanton is looking for a Financial Consultant to provide wealth management and financial planning advice. In this role, you'll guide clients and build strong relationships while contributing to their financial futures. This position requires a valid...Senior
Charles Schwab
Pleasanton, CA9 hours ago - ...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
Milpitas, CA4 days ago - ...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
Milpitas, CA9 hours ago $88.4k - $132.6k
Citigroup Inc. is seeking a Wealth Relationship Advisor in Fremont, California. This seasoned professional role involves building and deepening client relationships while providing financial planning and investment advice. Candidates should have 5-8 years of experience...Senior- Charles Schwab Corporation is seeking a Financial Consultant located in Pleasanton, California. In this role, you will provide wealth management and financial planning advice to existing clients while developing strong relationships to support their financial goals. The...Senior
- Charles Schwab in Fremont, California is looking for a qualified individual to provide financial guidance and wealth management services to clients. You will maintain strong client relationships and apply communication strategies to enhance client satisfaction. The ideal...
$160k - $200k
...solutions implemented. Responsibilities Manage and deliver comprehensive project cycles... ...Required Experience & Skills Extensive consulting & project management experience with a focus... ...types, sections, bins), resource planning, workload distribution, and applying optimization...Senior- ...Citibank (Switzerland) AG in Milpitas is seeking a Wealth Relationship Manager to cultivate relationships with affluent clients and provide tailored financial solutions. The role requires strong analytical and communication skills, alongside compliance with regulatory...Senior
Citibank (Switzerland) AG
Milpitas, CA1 day ago - Citigroup Inc. is looking for a Wealth Relationship Management Sr. Analyst to develop client relationships, anticipating complex financial needs and providing comprehensive solutions.... ...experience, and be knowledgeable in financial planning. The position is located in Milpitas,...Senior
- ...If you're passionate about holistic wealth planning and want a platform that matches your... ...Be Doing: Delivering sophisticated financial and investment planning solutions to clients... ...fee-based planning. Wealth management, insurance, and retirement planning divisions...Senior
Golden Summit Wealth & Insurance Solutions a MassMutual Firm
Pleasanton, CA2 days ago - ...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
Charles Schwab Careers
Fremont, CA3 days ago $100k - $120k
Australia-Employment is seeking a Senior Tax Accountant in Pleasanton, CA, offering a salary between $100,000... ...120,000 per year. This role involves proactive tax planning and advisory services, collaborating with wealth advisors. Ideal candidates will have a Bachelor's degree...Senior- Jonus Group in Fremont, California is seeking a Financial Planner to provide comprehensive financial planning support. This hybrid role involves working closely with advisory teams to deliver high-quality financial plans and enhance the client experience. Candidates should...Senior
- Overview At Schwab, you’ll provide financial guidance to existing clients, building lasting relationships and growing... ...consolidation, networking, and referrals. The role focuses on wealth management and financial planning advice. Responsibilities Provide comprehensive wealth...
- ...Position Title: Senior Business Development Manager Position Type: Full-Time Travel: TBD Direct Reports to: SVP of Sales and Education... ...limited to: Manage the Account process that includes planning account business, presenting account business plans, continuous...SeniorFull time
Senté
Fremont, CA9 hours ago $110k - $140k
...Job Title: Senior Business Development Manager - US West Coast Job Location: Fremont, CA Schedule: Full Time Travel: 25% or more Base Salary... ...and implement a strategic business development and sales plan aligned with the company's objectives. ~...SeniorFull timeContract workLocal areaFlexible hoursParagon Genomics
Fremont, CA18 days ago$200k - $300k
...seeking a professional in Fremont, California, to lead M&A processes, focusing on financial analysis and integration planning. The role includes developing inorganic growth strategies while managing cross-functional due diligence and stakeholder communication. Compensation...SeniorNextracker LLC, USA
Fremont, CA9 hours ago- Lam Research in Fremont, California, seeks a Senior Finance Partner for the Etch product group, offering financial leadership and decision support. In this role, you will manage program spending, CAPEX planning, and inventory financial governance. The ideal candidate will...Senior
- ...SUMMARY: The Senior FP&A analyst plays a primary role in the... ...presentation of monthly and quarterly financials, budget, quarterly and long... ...and forecast processes. Manage the preparation of monthly... ...decisions, implement approved plans, and revise operating...SeniorWork at officeFlexible hours
Cytek Biosciences
Fremont, CA9 hours ago $100k - $125k
...Financial Planner Our client is seeking a Financial Planner to join... ...provide comprehensive financial planning support to advisors and... ...Department Leadership & Process Management Support and enhance the firm’... ...experience in financial planning, wealth management, or advisory...Work at officeThe Jonus Group
Fremont, CA4 days ago- ...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
Charles Schwab Careers
Milpitas, CA4 days ago $75k - $95k
...Paraplanner to support advisors, financial planners, and clients through comprehensive financial planning preparation and operational... ...planning, CRM, portfolio management, and document management systems... ...in financial planning, wealth management, investment advisory...Work at officeThe Jonus Group
Fremont, CA4 days ago- ...Hayward, California. This role involves offering comprehensive financial planning and personalized investment solutions to individuals and... ...should have at least 2 years of experience, strong relationship management skills, and an active Series 7 license. You will be part of...
$200k - $300k
...potential expansion vectors. Financial Analysis & Valuation Lead financial... ...analyses, and scenario planning for potential transactions. Conduct... ...‑driven recommendations to senior leadership and the Board.... ...Transaction Execution & Documentation Manage the end‑to‑end M&A process...SeniorWork at officeNextracker LLC, USA
Fremont, CA4 days ago$200k - $300k
...Senior Director Of Corporate Development The Senior Director... ...growth strategy, responsible for managing the full lifecycle of mergers... ...expansion vectors Financial Analysis & Valuation Lead... ...valuation analyses, and scenario planning for potential transactions...SeniorWork at officeWorldwideNextpower
Fremont, CA1 day ago- A leading financial services firm in Union City is seeking a Private Client Advisor to deliver personalized investment solutions and financial planning to clients. The role involves building strong client relationships, supporting team success, and demonstrating a deep...
- ...portfolio and a service platform customers rely on to grow their businesses. We are seeking an experienced Senior Financial Analyst to support financial planning & analysis (FP&A), operational reporting, and strategic decision-making in a manufacturing and distribution...SeniorFull timeWork at office
$150k - $170k
...includingSales, Marketing, R&D, Operations, Facilities, HR, and Management. Pay Range: $150,000- $170,000 Annually (DOE) You will be... ...of technology. Responsibilities What will you do as a Financial Planning and Analysis Analyst? Strategic Business Partnership Serve as...Nova Measuring Instruments
Fremont, CA1 day ago- ...Jobguard is seeking a dedicated Registered Nurse (RN) for shifts at Regency at Fremont, California. The role includes planning, coordinating and managing nursing care for guests, and supervising other team members. Ideal candidates should hold a valid RN license, CPR...SeniorShift work
Jobguard
Fremont, CA1 day ago $150k - $170k
...Marketing, R&D, Operations, Facilities, HR, and Management. You will play a critical role in supporting financial planning, forecasting, and strategic decision-making by... ...Deliver concise, data-driven presentations to senior leadership Support board and investor...Shift workNOVA
Fremont, CA21 hours ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Financial Consultant, Wealth Management & Planning. Be the first to apply!
Related searches
- associate leveraged finance Fremont, CA
- associate corporate finance Fremont, CA
- financial planner Fremont, CA
- estate planning consultant Fremont, CA
- financial counselor Fremont, CA
- financial advisor development program Fremont, CA
- financial consultant Fremont, CA
- financial associate Fremont, CA
- financial planning assistant Fremont, CA
- financial advisor associate Fremont, CA