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 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
- ...clients achieve what matters most. Schwab Wealth Advisory is a fee‑based, non‑discretionary... ...client relationships, deliver holistic financial planning, and provide tailored investment... ...outcomes. Coachability: Demonstrates a senior learning mindset by seeking input from...SeniorWork at office
- ...status quo and help clients achieve what matters most. Schwab Wealth Advisory is a fee-based, non-discretionary investment advisory... ...you'll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to...SuggestedWork at office
- Charles Schwab Corporation is seeking a Sr. Manager, Wealth Advisor in Campbell, California. This role involves... ...investment guidance, and collaborating with a seasoned advisory team to support clients in complex financial decisions. The ideal candidate possesses strong...SeniorWork at office
- ...the finance industry together. Schwab Wealth Advisory is a fee based, non‑discretionary investment... ...while helping deliver customized financial planning support and address... ...asset allocation, risk awareness, and consultative communication. This position offers real...Suggested
- Charles Schwab Corporation is seeking a Financial Consultant to empower clients with financial guidance and wealth management strategies in Fremont, California. You will form strong relationships built on trust while providing tailored financial planning advice to existing...SeniorFlexible hours
$125.4k - $181.88k
...is based on the idea that transforming financial lives starts by giving our people the... ...compensation on top of the base pay** The Senior Private Wealth Advisor, Practice Lead (Personal... ...investor education. Collaborate with your advisory team resources to grow and maintain...SeniorRemote job16 hoursTemporary workWork experience placementCasual workPrivate practiceWork at officeLocal areaWork from homeFlexible hours$125.4k - $181.88k
...Senior Private Wealth Advisor, Practice Lead (Personal Strategy) The Senior Private Wealth Advisor... ...in helping clients achieve long-term financial success by serving as a trusted... ...investor education. Collaborate with your advisory team resources to grow and maintain strong...SeniorWork experience placementPrivate practiceLocal area- ...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
- ...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
- Charles Schwab in California is seeking a Sr. Manager, Wealth Advisor to enhance client relationships through holistic financial planning and personalized investment guidance. This role requires strong leadership in managing client needs and delivering solutions that align...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- Citibank (Switzerland) AG is seeking a Wealth Relationship Manager in Los Gatos to enhance client relationships and offer financial solutions. Candidates should have 5-8 years of experience in financial services, strong analytical and communication skills, and a Bachelor...Senior
$102.5k - $114k
Senior Consultant - Accounting & Finance Advisory (San Jose) Type: Onsite Full Time Build a career that compounds. Work on what matters most. An entrepreneurial leadership and financial advisory firm is expanding its Bay Area team and seeking experienced accounting...SeniorFull timeImmediate start$88.4k - $132.6k
Citibank (Switzerland) AG is seeking a Wealth Relationship Manager in Mountain View to enhance relationships with affluent clients through tailored financial solutions. The ideal candidate will leverage strong analytical and interpersonal skills to identify client needs...SeniorFull time- Citigroup Inc. is looking for a Wealth Relationship Management Sr. Analyst to develop client relationships, anticipating complex financial needs and providing comprehensive solutions. This role involves working closely with affluent clients to market financial services...Senior
- Citibank (Switzerland) AG in Milpitas is seeking a Wealth Relationship Manager to cultivate relationships with affluent clients and provide tailored financial solutions. The role requires strong analytical and communication skills, alongside compliance with regulatory requirements...Senior
- Citigroup Inc. seeks a Wealth Relationship Mgmt. Sr. Analyst to lead client engagement, deepen relationships, and provide holistic financial planning. The role emphasizes high-touch client interactions, risk-aware advisory work, and collaboration with cross-functional partners...Senior
- 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...
$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 work$135k - $250k
...Position Title: Senior Financial Advisor Salary Range: $135,000 - $250,000 base / 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...Senior$75k - $125k
Morgan Stanley is seeking a Wealth Management Associate in Los Gatos, California, to provide exceptional client service and support Financial Advisors. The candidate should have over 5 years of experience and relevant financial licenses, focusing on business development...Senior- Citigroup Inc. is seeking a seasoned professional for the Wealth Relationship Management role in Mountain View, California. This position... ...relationships with affluent clients, offering tailored financial solutions, and ensuring compliance with regulations. Ideal candidates...Senior
$165k - $175k
...Position Summary The Principal Wealth Advisor serves as a key relationship manager, ensuring high client retention by meeting all service... ...customized wealth planning strategies based on clients’ financial goals, risk tolerance, and investment preferences. Serve as a secondary...- Citigroup Inc. is seeking a Wealth Relationship Mgmt. Sr. Analyst in Newark, California. This role requires a seasoned professional to... ...relationships with affluent clients, understanding their financial needs and providing tailored solutions. The successful candidate...Senior
- Citigroup Inc. is seeking a seasoned Wealth Relationship Management Senior Analyst in Los Gatos, California. The role demands strong analytical skills... ...with affluent clients and provide comprehensive financial solutions. Ideal candidates will have a bachelor's degree...Senior
$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 area$88.4k - $132.6k
Citi is seeking a seasoned Wealth Relationship Management (Branch) Sr. Analyst SAFE Act in Mountain View, California. The ideal candidate will apply in-depth financial knowledge, improve processes, and lead the client engagement to enhance relationships with affluent clients...Senior- KPMG Careers is seeking a Business Tax Senior Associate with a consulting focus to join their Business Tax Services practice in Santa Clara, California... ...will work with high-profile clients, providing advisory services and managing client relationships, while mentoring...Senior
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Financial Consultant - Wealth Advisory. Be the first to apply!
- financial associate Milpitas, CA
- financial consultant Milpitas, CA
- financial planning assistant Milpitas, CA
- financial advisor associate Milpitas, CA
- estate planning consultant Milpitas, CA
- jde finance consultant Milpitas, CA
- financial planning associate Milpitas, CA
- financial planner Milpitas, CA
- financial counselor Milpitas, CA
- finance associate Milpitas, CA


