Senior Financial Consultant - Wealth Advisory
Charles Schwab
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 communication skills, a valid FINRA Series 7 license, and a passion for client service and community engagement. Our supportive culture, combined with a competitive benefits package, empowers you to thrive in your career. #J-18808-Ljbffr
- ...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 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 in California is seeking a Financial Consultant to provide wealth management guidance. The role emphasizes relationship-building and trust with clients, along with cultivating a personal career path. You will advise clients on investment management and...SeniorFlexible hours
- ...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...SeniorFlexible 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... ...delivering effective client consultations – always composed, professional... ...(up to 6%), financial advisory services, potential company...Senior16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaImmediate startRemote workWork from homeWork visaFlexible hours- ...Solutions consists of Schwab Wealth Advisory, Centralized Service & Operations and Wealth Strategies Consulting Group. Schwab Wealth... ...and liquidity needs. As a Senior Regional Manager you will coach... ...an individual with extensive financial services experience to share...SeniorWork at office
- ...Nbutexas is looking for a Senior Consultant in Santa Clara to join its Accounting & Finance Advisory team. This role offers the opportunity to lead critical accounting projects for large organizations, engaging directly with senior stakeholders. The ideal candidate should...Senior
$88.4k - $132.6k
...Citigroup Inc. seeks a Wealth Relationship Management Senior Analyst in Mountain View, California. This role requires strong analytical abilities and... ...deepening client relationships, providing tailored financial solutions, and ensuring compliance with regulations. Candidates...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
$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$86.5k - $128.69k
...Baker Tilly Advisory Group, LP is seeking a Tax Compliance Consultant role based in Santa Clara, CA. This position involves providing tax compliance and consulting services to various clients and participating in tax research projects. Candidates should possess a Bachelor...Senior- ...Senior Consultant - Accounting & Finance Advisory Type: Onsite Full Time Build a career that compounds. Work on what matters most. A high-growth, entrepreneurial leadership and financial advisory firm is expanding its Bay Area team and seeking experienced...SeniorFull timeImmediate start
- ...collaboratively, and support our broader purpose. Think of us as financial partners, because at Columbia, we believe the best way... ...approach to LTC and Insurance solutions. About the Role: A Senior Wealth Advisor is an experienced financial professional who can work...SeniorImmediate start
- A global financial institution is seeking a seasoned professional for Wealth Relationship Management in Mountain View, California. The role involves building and deepening relationships with affluent clients, providing tailored financial solutions, and ensuring compliance...SeniorFull time
- ...Baker Tilly Advisory Group, LP in San Jose, California, is seeking an experienced leader to manage tax services for technology and life... .... The role involves providing federal tax compliance and consulting while driving business development. Ideal candidates will have...Senior
- ...'ll Be Doing: Expanding your practice with access to our Wealth, Advisory, and Insurance platforms. Leveraging a full suite of planning... ...Makes Someone a Great Fit: 5+ years of experience as a financial or wealth advisor. Active Life & Health license and FINRA...SeniorLocal area
$67.88k - $128.69k
...Overview Baker Tilly is a leading advisory, tax and assurance firm with a nationwide presence. Responsibilities Be a trusted... ...engagement team providing various tax compliance and consulting services to private wealth and flow-through clients. Provide tax compliance and...SeniorLocal area- ...Associate Vice President and Wealth Advisor About the Company... ...for early-career advisors or financial planning professionals who are... ...a sophisticated, client-first advisory platform. The successful candidates will work alongside senior advisors and subject matter experts...
- ...TwinThread is looking for a Business Development Support Manager to drive innovation and growth within J.P. Morgan Wealth Management. This role will execute strategic business initiatives and ensure successful rollout of products and services. The ideal candidate has...Senior
- ...A global consulting firm is seeking a Senior Manager for Payroll Advisory in San Jose. In this role, you will manage large-scale global payroll projects and lead teams to improve client services. You should have over 10 years of experience, ideally with a Big 4 firm,...SeniorFlexible hours
$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$90k
...an experienced Tax Strategist - CPA in San Jose, California. This role involves sophisticated tax compliance, planning, and client advisory services for high-net-worth individuals and complex taxpayers. The ideal candidate will excel in technical tax work, client...Senior$135k - $250k
...Position Title: Senior Financial Advisor Salary Range: $135,000 - $250,000 / Year DOE This is an opportunity to join a growing, employee-owned wealth management firm where relationships matter as much as results. As a Senior Financial Advisor, you'll help successful...Senior$88k - $123.74k
...Baker Tilly Advisory Group, LP is seeking a tax compliance and advisory professional to provide services to c-corporations, s-corporations, and partnerships. The role requires a minimum of three years of experience in public accounting and offers a hybrid work model with...Senior$90.5k - $154.43k
...International is seeking a Transfer Pricing Senior Associate in San Jose, CA. This role... ...collaborate globally, providing transfer pricing advisory to multinational clients. You will... ...analysis, and contribute to quality consulting projects. Ideal candidates have a strong...SeniorRemote work$140k - $200k
...Job Description Job Description Senior Financial Advisor San Jose, CA Salary: $140,000 - $200,000 per year Hybrid – Meets once... ...high-growth trajectory by providing personalized planning and wealth management to three niches: Tech Professionals (Equity/RSU/...SeniorLocal area1 day per week- ...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
- ...of a client service team, the Wealth Management Associate is... ...statements, cash flows, long-range financial projections, income tax... ...Expense Management, and Investment Advisory Services. The Associate is... ...virtual and in-person) alongside senior advisors; assist with meeting...SeniorWork at office
- ...our DNA across our audit, tax, and consulting groups. That's why we continuously invest... ...Job Description: Temporary Senior Consultant - Financial Crime Audit & Testing As a Temporary... ...of experience in BSA/AML consulting/advisory, bank internal audit, or compliance...SeniorTemporary workLocal areaWorldwide
- Fidelity Investments seeks a client-focused Financial Consultant to join our Financial Planning and Advisory team. In this role, you will provide comprehensive financial... ...-term goals such as retirement, education, and wealth preservation. You will analyze client needs,...Full time
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