Senior Financial Consultant - Wealth Planning
Charles Schwab
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 experience. The ideal candidate holds a valid FINRA Series 7 license and is open to obtaining further certifications. Join Schwab for a supportive culture, flexible work options, and competitive benefits including a 401(k) matching plan, health insurance, and paid time off. #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 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... ...advise clients on investment management and financial planning while participating in a collaborative team environment...SeniorFlexible hours
- ...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
- ...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...Senior
$170k - $210k
...amplify and simplify their financial lives by integrating financial planning, investment management,... ...and challenges. Regis Wealth Advisors work hand-in-hand... ...Job Summary: The Senior Wealth Advisor focuses on... ...: Chartered Financial Consultant (ChFC), Personal Financial...SeniorTemporary workWork at officeLocal areaRemote workMonday to FridayFlexible hours- ...our broader purpose. Think of us as financial partners, because at Columbia, we believe... .... The program has a financial planning team that is integrated in their team.... ...Insurance solutions. About the Role: A Senior Wealth Advisor is an experienced financial...SeniorImmediate start
$104.8k - $148.08k
...the idea that transforming financial lives starts by giving our... ...on client needs. The Senior Wealth Advisor, Practice Lead plays... ...client onboarding, financial planning, and investor education... ...delivering effective client consultations – always composed, professional...Senior16 hoursTemporary workWork experience placementCasual workWork at officeLocal areaImmediate startRemote workWork from homeWork visaFlexible hours$170k - $210k
...families amplify and simplify their financial lives by integrating financial planning, investment management, business... ...here. Job Summary: The Senior Wealth Advisor focuses on deepening... ...acceptable: Chartered Financial Consultant (ChFC), Personal Financial Specialist...SeniorTemporary workWork at officeLocal areaRemote workFlexible hours$100k - $250k
...A financial services firm in Menlo Park is seeking experienced Financial Advisors to grow their practice while providing high-level advice... ...-year degree and CFP designation, with 7+ years in financial planning or related work. Responsibilities include onboarding clients,...Senior$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... ...decisions through a highly personalized planning process designed to align their wealth...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$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...Temporary workLocal area- A global financial institution is seeking a seasoned professional for Wealth Relationship Management in Mountain View, California. The role involves building and deepening... ...have 5-8 years of experience in financial planning, strong analytical skills, and current FINRA...SeniorFull time
- ...Expanding your practice with access to our Wealth, Advisory, and Insurance platforms. Leveraging a full suite of planning and technology resources. Partnering with... ...a Great Fit: 5+ years of experience as a financial or wealth advisor. Active Life & Health license...SeniorLocal area
$140k - $200k
...Job Description Job Description Senior Financial Advisor San Jose, CA Salary: $140,000 - $200,000 per year Hybrid – Meets... ...a high-growth trajectory by providing personalized planning and wealth management to three niches: Tech Professionals (Equity/RSU...SeniorLocal area1 day per week- ...of a client service team, the Wealth Management Associate is... ...statements, cash flows, long-range financial projections, income tax... ...worth, cash flow, investment planning, insurance summaries and other... ...virtual and in-person) alongside senior advisors; assist with meeting...SeniorWork at office
$106k - $150k
...Citizens Bank in Palo Alto seeks an Affluent Wealth Advisor to manage relationships with High Net Worth clients. The advisor will utilize a planning-based approach to understand client needs and deliver tailored financial solutions. Candidates should possess a Bachelor...- ...commitment to helping clients own their financial futures. In this exciting role,... ...opportunities. As a Financial Consultant at Schwab, you will be tasked with... ...Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow...Flexible hours
$100.8k - $162.4k
...to enjoy a full life, while enabling them to preserve their wealth for future generations, and provide for the people, causes and... ...relationships. ~ Advanced capability of all wealth, investment, and financial planning processes ~ Begins to prepare and make recommendations...Permanent employmentTemporary workWork at officeFlexible hours$100.8k - $162.4k
...Responsibilities Support the Wealth Advisor in delivering exceptional services to clients, with the potential to lead less complex... ...advanced capability across all wealth, investment, and financial planning processes. Prepare and make recommendations for client financial...Permanent employmentTemporary workWork at officeFlexible hours- ...Director, Wealth Advisor At BNY, our culture allows us to run our company better and... ...growth and success. As a leading global financial services company at the heart of the global... ...across wealth advisory, financial planning, banking, trust, and other related solutions...Work experience placementLocal areaWorldwideFlexible hours
- ...commitment to helping clients own their financial futures. In this exciting role,... ...opportunities. As a Financial Consultant at Schwab, you will be procured... ...Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow...Flexible hours
- ...Intuit is looking for a Principal Financial Analyst in Mountain View, California to lead financial analysis and strategic planning, working closely with various teams to drive business growth. Candidates should have over 10 years of experience in FP&A roles and strong...Senior
- ...Executive Director, Wealth Planner Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities (operating businesses, private foundations, etc.). Our role is to...Local area
$86.1k - $107.2k
Position Summary Focus Partners Wealth is seeking an Associate Wealth Advisor to join our... ...an exciting opportunity to work with a planning centric team dedicated to creating... ...relationships through active participation in the financial planning process. Responsibilities...Work at officeLocal areaRemote work2 days per week$80k - $85k
Associate Wealth Advisor - Focus Partners Wealth Focus Partners Wealth is seeking an Associate Wealth Advisor to join a planning‑centric team dedicated to creating personalized wealth advice... ...and actively participate in the financial planning process. Hybrid Schedule...Work at officeRemote work3 days per week$168k - $207k
...Senior FP&A Analyst - Supply Chain Waymo is an autonomous driving technology company... ...Along with managing compilation of our financial statements, looking after our cash and overseeing... ...Lead monthly, quarterly, and annual planning cycles for Supply Chain Finance....SeniorFull timeContract workTemporary workRemote work- ...Associate Vice President and Wealth Advisor About the Company Premier investment... ...is ideal for early-career advisors or financial planning professionals who are ambitious and want... ...candidates will work alongside senior advisors and subject matter experts, supporting...
- Intuitive in Sunnyvale, CA seeks a financial analyst for the Corporate Planning and Reporting team. The role requires deep analysis of the global P&L to optimize expenses and influence financial strategy. Responsibilities include developing expense planning models, consolidating...Senior
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