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
- 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 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
- ...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
$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$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
- ...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...
$67.88k - $128.69k
...Private Wealth Tax Senior Associate For Norcal Have you seen the headlines that Moss Adams... ...to form the #6 public accounting and advisory firm in the US, and are continuing to... ...providing various tax compliance and consulting services, primarily to private wealth...SeniorLocal area- ...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
- A financial empowerment firm is seeking agents for a remote Wealth Management position. The role involves providing financial education and support to clients, requiring strong customer service and management skills. No prior finance experience is necessary as the company...Remote work
- A leading financial services firm in California is seeking a Lead Advisor focused on client retention and financial planning. The successful... ...offers opportunities for mentorship and participation in investment strategy decisions. #J-18808-Ljbffr Modern Wealth ManagementSenior
$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 hours- 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 extensive...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$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- 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...
- ...commitment to helping clients own their financial futures. In this exciting role, you’ll give... ...career opportunities. As a Financial Consultant at Schwab, you will be tasked with the... ...existing Schwab clients, providing them with wealth management and financial planning advice...Flexible hours
$171.35k - $232.5k
...customers. We are looking for a versatile and intellectually curious Senior Software Engineer who thrives at the intersection of simulation... ...with the current state-of-the-art and ability to draw upon a wealth of technical experience to drive difficult and impactful...Senior- ...Accounting & Reporting Advisory Experienced Senior Associate The Accounting & Reporting Advisory Experienced Senior Associate is responsible for understanding complex accounting and reporting matters and assisting companies with the proper application of accounting...SeniorWork at office
$160k - $175k
...Senior Manager, Accounting Advisory Services The Senior Manager, Accounting Advisory Services is responsible for understanding complex accounting and reporting matters and advising companies on the proper application of accounting standards for both public and private...SeniorWork experience placementWork at office- ...Senior Manager As a Senior Manager, you will be responsible for teams that consult with Grant Thornton | Stax Transactions clients on complex... ...of the business for financial sponsors and corporate clients... ...statement audits, accounting advisory, or similar transaction...SeniorFull timeWork at officeRemote work
$100k - $120k
...Senior Associate, Accounting And CFO Advisory Services Our Accounting and CFO Advisory Services (ACFO) department provides part time accounting, controller and chief financial officer services to start up companies and growing, established companies in the Bay Area...SeniorPart timeWork experience placementWork at office$5,000 per month
...thought leaders to establish a financial institution that could breathe... ...into business banking and wealth management. They founded Parkside... ...least 3 years of direct client advisory experience. RESPONSIBILITIES Work with a senior advisor on an existing team to...Work experience placementWork at officeLocal area$81.5k - $125k
...Transaction Advisory Services (TAS) Senior / Supervising Senior Associate At GHJ we help our people... ...of Remaining Fiercely Independent (financial success), Meeting client demands/needs... ...of other member firms and provides consulting and professional services in over 15...SeniorLocal areaWorldwide$50 - $60 per hour
...experience to use their expertise to help shape how AI understands financial principles and decision-making. We’re growing a team of... ...Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Benefits: This is a...SeniorHourly payContract workWork experience placementRemote workFlexible hours- B Capital is looking for a Senior Solutions Consultant based in Santa Clara, CA. In this role, you will support product sales, conduct technical... ...years of pre-sales experience, a strong understanding of financial applications, and familiarity with AI concepts. This position...SeniorRemote job
- ...certified teams, you'll be part of a team of advisory professionals who deliver more than just... ...integrated, payroll, cloud-based HR and financial management solutions that put... ...Workday Financials Accounting Center/Prism Consultant your primary responsibilities may include...Work experience placementLive inWork at officeLocal area
$128.1k - $292.5k
...working world. Tax - People Advisory Services - Mobility - Global Equity - Senior Manager Will you shape the future... ...tax: Big 4, global management consultancy firm, niche consultancy or in-... ...strategic insights Expertise in financial accounting concepts. Mastery...SeniorSummer holidayLocal areaFlexible hours
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Financial Consultant - Wealth Advisory. Be the first to apply!
- jde finance consultant Milpitas, CA
- financial advisor Milpitas, CA
- financial planner Milpitas, CA
- financial planning assistant Milpitas, CA
- financial advisor associate Milpitas, CA
- financial counselor Milpitas, CA
- financial planning associate Milpitas, CA
- finance associate Milpitas, CA
- estate planning consultant Milpitas, CA
- financial planning administrator Milpitas, CA



