Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Financial Consultant: Wealth Planning & Growth

Charles Schwab

Charles Schwab is seeking a Financial Consultant to serve a book of clients with holistic financial guidance, including investing, retirement readiness, and education goals. You’ll build relationships, provide investment planning, and advance through Schwab’s development programs while earning a competitive base salary with incentives.

The role emphasizes business development, client service, and collaboration with branch leadership to expand client impact and career growth within Wealth

#J-18808-Ljbffr
Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Senior Financial Consultant: Wealth Planning & Growth in San Luis Obispo, CA vacancy
  •  ...to helping clients own their financial futures. As a Financial Consultant, you’ll combine planning expertise with a thoughtful approach...  ...training through Wealth Management University, a four...  ...your future. We champion your growth through meaningful work, continuous... 
    Suggested

    Charles Schwab

    San Luis Obispo, CA
    4 days ago
  • U.S. Bank is seeking a Wealth Management Advisor to lead investment planning and insurance delivery for affluent clients in California. You will construct tailored...  ...role requires a bachelor's degree, 3-5 years in financial sales, and FINRA licenses plus state insurance... 
    Suggested

    U.S. Bank

    San Luis Obispo, CA
    3 days ago
  • $240k - $300k

    Job Title:Senior Director, General Manager,...  ...oversee the overall financial performance of the...  ...scalability, and growth over the business...  ...business’s Strategic Plan. Key priorities...  ...Ethic: Positive, consultative demeanor with strong...  ..., or protect your wealth, we offer generous... 
    Senior
    Full time
    Flexible hours

    Entegris

    San Luis Obispo, CA
    6 days ago
  • $100k - $115k

    Job Title:Senior Specialist, Supply ChainJob Description:The RoleEntegris is seeking an experienced...  ...this role, you will partner with global planning, manufacturing, and operations teams to...  ..., improve your health, or protect your wealth, we offer generous benefits to help you... 
    Senior
    Full time
    H1b
    Work at office

    Entegris

    San Luis Obispo, CA
    6 days ago
  • $114k - $125k

     ...Senior Engineer, Materials Quality EngineeringEntegris is seeking a Material s Quality Engineer...  ..., measurement systems analysis, control plan development, SPC, FMEA, continuous...  ...career, improve your health, or protect your wealth, we offer generous benefits to help you... 
    Senior
    Work experience placement

    Entegris

    San Luis Obispo, CA
    3 days ago
  • $220k - $300k

     ...alignment. SUMMARY The Senior Vice President, Redwire Defense...  ..., and long-term investment planning. Lead, mentor, and manage...  ...site‑level P&L performance and financial execution. Guide GMs in...  ...leading organizations through growth, transformation, or scaling initiatives... 
    Senior
    Temporary work
    Work at office

    Redwire Defense Tech

    San Luis Obispo, CA
    3 days ago
  • $103k - $110k

    Job Title:Senior Engineer, Manufacturing EngineeringJob Description:The Role:Our Company...  ...master data, BOMs, routings, and production planning• Experience developing and maintaining...  ...career, improve your health, or protect your wealth, we offer generous benefits to help you... 
    Senior
    Full time
    Flexible hours

    Entegris

    San Luis Obispo, CA
    9 days ago
  • $1,000 per month

     ...Overview College Financial Representatives in the internship program...  ...an integrated financial planning practice from the ground up....  ...experience personal and professional growth in this program. With...  ...Full-time student; juniors and seniors preferred Entrepreneurial... 
    Full time
    Internship
    Local area
    Flexible hours

    Northwestern Mutual

    San Luis Obispo, CA
    2 days ago
  •  ...Sunrun Inc. is seeking a Senior Associate, Strategic Pricing to lead pricing models and profit-focused analyses for residential solar projects. You will partner with finance, sales, product, and leadership to maximize profitability while maintaining competitive benchmarks... 
    Senior

    Sunrun

    San Luis Obispo, CA
    4 hours ago
  •  ...Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products. As a Financial... 
    Full time
    Work at office
    Flexible hours

    Bankers Life

    San Luis Obispo, CA
    5 days ago
  • $120k - $135k

     ...Senior, Project ManagerEntegris is currently seeking a Senior Project Manager to join our...  ...fulfillmentDevelop and manage integrated project plans aligned to production schedules,...  ...career, improve your health, or protect your wealth, we offer generous benefits to help you... 
    Senior
    Contract work
    H1b
    Work at office

    Entegris

    San Luis Obispo, CA
    4 days ago
  •  ...Emergency Operations Centers (EOC), incident reporting, emergency planning, serving as the liaison among internal divisions to capture all...  ....Eligibility for hire may be determined by your score on the Senior Transportation Engineer exam. For those who do not have current... 
    Senior
    Temporary work

    California State Jobs

    San Luis Obispo, CA
    5 days ago
  •  ...analyses and recommendations to support approvals, with attention to risk and policy compliance. The role requires 7–10 years of underwriting experience, advanced financial analysis abilities, and strong presentation skills to train and inform across #J-18808-Ljbffr
    Senior

    Columbia Bank (WA, OR & ID)

    San Luis Obispo, CA
    5 days ago
  •  ...Job Description Bankers Life® Financial Advisors help clients live more and worry less through personalized financial planning. They are business owners who acquire clientele and find financial solutions with help from industry-leading training, mentors, and products... 
    Work at office
    Flexible hours

    Bankers Life

    San Luis Obispo, CA
    28 days ago
  • $175k - $190k

     ...an experienced and dedicated Senior Design Manager to join our Central...  ...of the most innovative and growth-oriented building companies in...  .... Duties and Responsibilities Plans and coordinates the execution...  ...physical, mental, emotional, and financial well-being. These benefits... 
    Senior
    Contract work
    Work experience placement
    Work at office
    Immediate start
    Relocation package
    Flexible hours

    DeKalb Health

    San Luis Obispo, CA
    4 days ago
  • $129.64k - $152.85k

     ...join us today. The Role The Senior Lead Product Manager, Market Strategy & Investment Planning will identify, size, and...  ...concentration, competitive dynamics, growth trends, network reach, and...  ...investments against expected market and financial outcomes. What We Look For... 
    Senior
    Full time
    Temporary work

    Lumen

    San Luis Obispo, CA
    2 days ago
  • $84k - $140k

     ...looking for? GHD has an opportunity for a  Senior Project Manager to join our...  ...Group. The Project Manager leads day-to-day planning and execution for assigned projects, using...  ...8+ years of experience in environmental consulting including environmental remediation and... 
    Senior
    For subcontractor
    Live in
    Work at office
    Local area

    GHD

    San Luis Obispo, CA
    6 days ago
  • $88k - $147k

     ...are we looking for?GHD is looking for a Senior Environmental Scientist to support to join...  ...significant experience in environmental consulting and working knowledge of investigation...  ...in CERCLA, RCRA, WQARF, LUST and/or VRP planning and implementationFamiliarity with federal... 
    Senior
    Local area
    3 days per week

    GHD

    San Luis Obispo, CA
    8 days ago
  • $129k - $166.5k

    SENIOR CIVIL Water Resources Engineer (San Luis Obispo)At Wallace Group our people are our most valuable resource. We are committed to...  ...Civil Engineer with a strong background in water resources planning, design, and project management. The ideal candidate has a minimum... 
    Senior
    Full time
    Local area

    Wallace Group

    San Luis Obispo, CA
    8 days ago
  • $132.23k - $176.31k

     .... The Role The Strategy Senior Manager is a pivotal role within...  ...that drive business growth and competitive advantage. You...  ...trends, and develop actionable plans. This role requires a high level...  ...targets, solutions packaging, and financial goals. Prepare and present... 
    Senior
    Full time
    Temporary work
    Remote work

    Lumen

    San Luis Obispo, CA
    2 days ago
  • $174.88k - $233.17k

     ...connects the world. We are igniting business growth by connecting people, data and...  ...programs aligned to AGT’s three-year strategic plan. The Sr Director is expected to manage 2-...  ...enhance your physical, mental, emotional and financial wellbeing. We're able to answer any... 
    Senior
    Full time
    Temporary work

    Lumen

    San Luis Obispo, CA
    2 days ago
  •  ...Duties:  Responsible for development of project design concepts, plans, reports and specifications for various types of civil...  ...strong project delivery experience including managing teams and consultants, meeting quality deliverable expectations, and experience with... 
    Senior

    Wallace Group

    San Luis Obispo, CA
    10 days ago
  • $103k - $175k

     ...Who are we looking for? GHD is seeking a Senior Environmental Project Manager to join our...  ...and will see you involved in:Initiate and plan projects using disciplined project...  ...years of upstream oil & gas environmental consulting experience including environmental remediation... 
    Senior
    For subcontractor
    Live in
    Work at office
    Local area

    GHD

    San Luis Obispo, CA
    6 days ago
  • $132.3k - $176.4k

     ...market penetration and growth strategy. They will...  ...organizations and briefs senior management on high...  ...progress of strategic plans, projects, and programs...  ...required ~ Training in consultative sales techniques...  ...mental, emotional and financial wellbeing. We're able... 
    Senior
    Full time
    Contract work
    Temporary work

    Lumen

    San Luis Obispo, CA
    1 day ago
  • $103k - $131k

     ...aerospace and defense organization as a Senior Configuration Management Specialist (Level...  ...alignment with enterprise policies, program plans, contracts, and applicable industry...  ...the boundaries of what's possible.Career Growth: Opportunities for professional development... 
    Senior
    Contract work
    For contractors
    Local area

    Zone 5 Technologies

    San Luis Obispo, CA
    3 hours ago
  • $162k - $191k

    BKF is a multi-service infrastructure consulting firm providing civil engineering and surveying...  ...phases of public project delivery, from planning and entitlements to PS&E and...  ...and hire those candidate(s) without any financial obligation to the recruiter or agency. Any... 
    Senior
    Work at office
    Local area
    Flexible hours

    BKF Engineers

    San Luis Obispo, CA
    4 days ago
  • $95k - $110k

     ...The Role:Entegris is currently seeking a Senior Engineer, Quality Assurance Engineering to...  ...activities, including review of Control Plans, Process FMEAs, process validations, inspection...  ..., improve your health, or protect your wealth, we offer generous benefits to help you... 
    Senior
    Full time
    H1b
    Work at office

    Entegris

    San Luis Obispo, CA
    5 days ago
  •  ...physical, occupational, or speech therapy for seniors within our EmpowerMe 360 program. You will assess needs, tailor care plans, and deliver evidence-based interventions as...  ...quality of life. Our supportive culture values growth, leadership opportunities, and a predictable... 
    Senior

    EmpowerMe Wellness

    San Luis Obispo, CA
    5 days ago
  • $140k - $180k

     ...thriving! As a dynamic multi-service consulting firm, we specialize in planning, environmental compliance,...  ...the place for you! BKF is hiring a Senior Regulatory Specialist and Project Manager...  ...clients and manages budgets to maximize financial performance. The ideal candidate... 
    Senior
    Work at office
    Local area
    Remote work

    BKF Engineers, Inc.

    San Luis Obispo, CA
    4 days ago
  •  ..., it is my belief that a professional’s growth is crucial to a fulfilling career and I...  ...joining our team. Our need is for a senior level, technology-savvy individual experienced...  ...team and coordinating with project consultants. Meet quality deliverable expectations... 
    Senior
    Work at office
    Remote work
    Shift work
    Night shift

    Wallace Group

    San Luis Obispo, CA
    29 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Financial Consultant: Wealth Planning & Growth. Be the first to apply!