Senior Financial Consultant, Wealth Management & Client Advisory
Charles Schwab
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. A valid FINRA Series 7 license is required, and candidates will benefit from a supportive culture, competitive benefits, and flexible work options. Join Schwab to make a positive difference in the finance industry. #J-18808-Ljbffr
- ...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 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
- ...consists of Schwab Wealth Advisory, Centralized... ...Wealth Strategies Consulting Group. Schwab Wealth... ...providing clients with a personal relationship... ...complex wealth management needs of clients... ...needs. As a Senior Regional Manager... ...individual with extensive financial services...SeniorWork at office
- ...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 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
- ...Citigroup Inc. is seeking a Senior Analyst for Wealth Relationship Management in Los Gatos, California. This pivotal role requires... ...experience and a strong background in financial planning. Responsibilities include building client relationships, providing tailored...Senior
$104.8k - $148.08k
...that transforming financial lives starts by... ...out and meet with clients in person, based... ...needs. The Senior Wealth Advisor, Practice... ...While not a people management position, this role... ...effective client consultations – always composed... ...6%), financial advisory services, potential...Senior16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaImmediate startRemote workWork from homeWork visaFlexible hours$88.4k - $132.6k
...Citigroup Inc. seeks a Wealth Relationship Management Senior Analyst in Mountain View, California. This role... ...relationship management with affluent clients. Responsibilities include deepening... ...relationships, providing tailored financial solutions, and ensuring compliance...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... ..., entrepreneurial leadership and financial advisory firm is expanding its... ...exposure, faster growth, and meaningful client impact—this is designed for you....SeniorFull timeImmediate start
- ...A major financial services provider in Mountain View is seeking a seasoned professional for Wealth Relationship Management. The role involves building relationships with affluent clients by providing holistic financial solutions and anticipating their complex needs. Candidates...
- ...broader purpose. Think of us as financial partners, because at Columbia, we... ...FID), you'll join a Top 12 program managing over $2.8 billion in client assets. Our advisors average $575,... .... About the Role: A Senior Wealth Advisor is an experienced financial...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
$88.4k - $132.6k
A leading financial services firm in Santa Clara seeks a seasoned professional for Wealth Relationship Management. Responsibilities include deepening client relationships, offering tailored financial solutions, and adhering to regulatory compliance. Candidates should have...Senior- ...Baker Tilly Advisory Group, LP in San Jose, California, is seeking an experienced leader to manage tax services for technology and life sciences clients. The role involves providing federal tax compliance and consulting while driving business development. Ideal candidates...Senior
- ...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
- ...Expanding your practice with access to our Wealth, Advisory, and Insurance platforms. Leveraging... ...advanced planning strategies to your clients. Enjoying the flexibility of running... ...Fit: 5+ years of experience as a financial or wealth advisor. Active Life & Health...SeniorLocal area
$76k - $125.3k
...Location: Anywhere in country. EY’s Financial Services EY EDGE Wealth and Asset Management (WAM) practice provides... .... Your key responsibilities A senior analyst in FSO EDGE WAM will be... ...delivering tax compliance and consulting work for clients. The objective is to work alongside...SeniorSummer holidayWork at officeLocal areaFlexible hours$76k - $125.3k
...serving the global financial services marketplace... ...side with a range of clients from our most venerable... ...Capital Markets, Wealth and Asset Management and Insurance. Our... ...responsibilities A senior analyst in FSO EDGE... ...tax compliance and consulting work for clients. The...SeniorSummer holidayWork at officeLocal areaFlexible hours$67.88k - $128.69k
...Overview Baker Tilly is a leading advisory, tax and assurance firm with a... ...various tax compliance and consulting services to private wealth and flow-through clients. Provide tax compliance and advisory... ...firm. Strong skills in time management, communication, interpersonal skills...SeniorLocal area- ...Associate Vice President and Wealth Advisor About the... ...investment advisor & manager Industry... ...early-career advisors or financial planning... ...within a sophisticated, client-first advisory platform. The successful... ...will work alongside senior advisors and subject...
$80k - $105k
...are an independent, established wealth management firm looking for an experienced client-centric associate to join our team... ...logs and data entry into financial planning software Ensures that... ...member FINRA / SIPC . Investment advisory services offered through Kestra...SeniorWork experience placementWork at office- ...rounds of interview. First round will be with Client team and if the candidate qualified in 1... ...deployment • Work closely with project managers, business analysts, and other... ...cross-functional teams and communicate with senior stakeholders. • Experience with Clarity...SeniorWork at officeRemote work
- ...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
$135k - $250k
...Position Title: Senior Financial Advisor Salary Range: $135,000 - $250,000 / Year DOE... ...opportunity to join a growing, employee-owned wealth management firm where relationships matter as... ...serve as a trusted advisor, guiding clients through complex financial...Senior$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
...seeking 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$48k - $109k
...Paralegal, you will play a vital role in managing complex employment-based immigration... ...offers the opportunity to work directly with clients and legal teams to deliver efficient and... ...in client meetings and offer consultative, strategic guidance. Ensure high levels...SeniorPermanent employmentFull timeWork at officeRemote work- ...DCL Logistics is seeking a Senior Account Manager in California responsible for leading the account management team and managing complex client relationships. The role involves advising clients, collaborating internally, and identifying business opportunities. Candidates...SeniorWork at office
$91.1k - $142.4k
...Ernst & Young Oman is seeking a Senior Analyst for their Financial Services EY EDGE Wealth and Asset Management practice in San Jose, California. The role... ...involves delivering tax compliance and consulting services, supporting client relationships, and leading team...SeniorFlexible hours
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