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
Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Senior Financial Consultant - Wealth Advisory in Milpitas, CA vacancy
- 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
$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 areaRemote workWork from homeWork visaFlexible hoursEmpower Careers
San Jose, CA7 days ago$136.8k - $198.38k
...the idea that transforming financial lives starts by giving our... ..., if needed. The Senior Private Wealth Advisor, Practice Lead (Personal... .... Collaborate with your advisory team resources to grow and... ...effective client consultations – always composed, professional...Senior16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaRemote workWork from homeFlexible hoursEmpower Careers
San Jose, CA7 days ago- ...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
Charles Schwab
Campbell, CA12 days ago - 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- ...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
Columbia Bank (WA, OR & ID)
San Jose, CA5 days 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- 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
- 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
- Cerity Partners LLC is seeking a Principal Wealth Advisor in Los Altos, CA. This role involves leading client relationships, ensuring... ...experiences while mentoring colleagues. A strong knowledge of financial planning and leadership skills is essential for success in this...
- ...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...
- ...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
Crowe
San Jose, CA9 days ago $91.1k - $150.2k
...leader in serving the global financial services marketplace and the... ...Banking and Capital Markets, Wealth and Asset Management, Insurance... ...agenda – Transaction Tax Advisory, International Corporate Tax... ...inbound and outbound transaction consulting with international tax research...SeniorWork experience placementSummer holidayFlexible hoursEY
San Jose, CA5 days ago$50 - $60 per hour
...experience to use their expertise to help shape how AI understands financial principles and decision-making. In this role, you might:... ...Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting...SeniorHourly payContract workFor contractorsWork experience placementRemote workData Annotation
Milpitas, CAmore than 2 months ago$165k - $175k
...Principal Wealth Advisor The Principal Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting... ...customized wealth planning strategies based on clients' financial goals, risk tolerance, and investment preferences. Serve as...Local areaFlexible hoursCerity Partners
Los Altos, CA5 days ago$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 to...Temporary workLocal areaFirst Citizens Bank
Santa Clara, CA4 days ago$170.26k - $200.3k
...the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and... ...seasoned financial industry expert capable of handling complex wealth and relationship management issues, providing counsel and expert...Temporary workWork experience placementLocal areaU.S. Bank
San Jose, CA3 days ago$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$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- 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
- ...commitment to helping clients own their financial futures. In this exciting role, you'll give... ...of career opportunities. As a Financial Consultant at Schwab, you will be procured with the... ...Schwab clients, providing them with wealth management and financial planning advice...Flexible hours
Charles Schwab Careers
Milpitas, CA2 days ago $106k - $150k
First Citizens Wealth in Santa Clara, CA is seeking a dedicated professional to manage relationships with High Net Worth clients. This... ...and collaboration with Wealth experts to deliver tailored financial solutions. The ideal candidate should possess a Bachelor’s Degree...- 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...
$180k - $195k
...Senior Manager SingerLewak is a top accounting and consulting firm primarily operating in the western region. Serving clients since 1959, SingerLewak has developed... ...adhering to budgets for assigned Assurance and Advisory engagements; responsible for investigating and...SeniorWork at officeLocal areaWork from homeNight shiftSingerLewak
San Jose, CA1 day ago$77k - $214k
...Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel... ...regulations. You will review and analyse financial data, prepare and file tax returns, and... ...and increased efficiencies. As a Senior Associate you shall analyze complex problems...SeniorFull timeH1bPwC
San Jose, CA8 days ago$124k - $335k
...Industry/Sector: Asset and Wealth Management Time Type: Full... ...Management - Renewable Energy Tax Senior Manager, you will play a... ...affairs, acting as a strategic consultant in business analysis,... ...structuring tax strategies for our Financial Services clients. Your insights...SeniorFull timeH1bLocal areaPwC
San Jose, CA9 days ago$124k - $335k
...Industry/Sector: Asset and Wealth Management Time Type: Full... ...Up to 20% A career in our Financial Services Tax practice, within... ...while acting as a strategic consultant related to business analysis,... ...now and in the future. As a Senior Manager, you'll work as part...SeniorFull timeH1bLocal areaOverseasPwC
San Jose, CA9 days ago$77k - $214k
...Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel... ...regulations. You will review and analyse financial data, prepare and file tax returns, and... ...implement creative tax solutions. As a Senior Associate you will analyze complex problems...SeniorFull timeH1bPwC
San Jose, CA9 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Financial Consultant - Wealth Advisory. Be the first to apply!
Related searches
- financial planning assistant Milpitas, CA
- financial consultant Milpitas, CA
- financial advisor associate Milpitas, CA
- financial planning associate Milpitas, CA
- jde finance consultant Milpitas, CA
- financial associate Milpitas, CA
- financial planner Milpitas, CA
- financial advisor Milpitas, CA
- associate corporate finance Milpitas, CA
- financial planning administrator Milpitas, CA