Senior Financial Consultant - Wealth Planning Lead
Fairygodboss
Schwab is seeking a Financial Consultant to provide financial guidance while fostering lasting client relationships built on trust and respect. The individual will be responsible for managing wealth and financial planning for Schwab clients as well as growing their practice holistically through asset consolidation and networking. Qualified candidates must hold an active FINRA Series 7 license, with the opportunity to obtain further relevant licenses. Schwab promotes professional growth through meaningful work, continuous learning, and a supportive culture. #J-18808-Ljbffr Fairygodboss
Vacancy posted 2 days ago
Similar jobs that could be interesting for youBased on the Senior Financial Consultant - Wealth Planning Lead in Millburn, NJ vacancy
$85k - $145k
A financial advisory firm is seeking a Wealth Path Wealth Advisor in Morristown, NJ. This role requires acting as the primary advisor for 150-250 clients while ensuring quality client care and onboarding new clients. The ideal candidate will have a Bachelor's degree, a...Senior- Wealth Enhancement Group, LLC in Summit, New Jersey, seeks a dedicated professional to manage client relationships and facilitate financial planning processes. The ideal candidate should have substantial experience in the wealth management industry and possess strong analytical...Senior
- Wealth Enhancement Group in Summit, NJ is seeking a Financial Advisor to help clients achieve their financial goals while providing exceptional service. This role... ...client relationships, facilitating financial planning, and sourcing prospects. The ideal candidate has...Senior
- Broadridge is seeking a Financial Analyst to support the Wealth business in Newark, NJ. This role involves creating management reports, developing plans, and advising on revenue and expenses. The successful candidate will have a Bachelor's Degree in Finance, along with...SuggestedWork at office
- Broadridge Financial Solutions in Newark, NJ, is seeking a Financial Analyst to join the FP&A team supporting the Wealth business. This position will involve creating management reports, developing annual plans, and advising leadership on financial performance. The ideal...SuggestedWork at office
$75k
...the company's success. As a Financial Advisor within PNC Wealth Management, you will be... ...advisors execute an advice and planning strategy focused on... ...Job Description Consults on investment and insurance... ...investment sales associate, leads the branch team on actions...Full timeTemporary workPart timeWork experience placementWork at officePNC Financial Services Group
Millburn, NJ8 days ago$65k - $80k
...commitment to helping clients own their financial futures. In this exciting role,... ...opportunities. As a Financial Consultant at Schwab, you will be procured with... ...clients, providing them with wealth management and financial planning advice. Over time, you'll grow your...Senior$75k
...the company’s success. As a Financial Advisor within PNC Wealth Management, you will be... ...location. Job Description Consult on investment and... ...strategies, and develop financial plans for clients. Acquire, expand... ...level agreements on lead and referral follow‑up. Employee...Full timeTemporary workWork experience placement$75k
...inclusive workplace culture. As a Financial Advisor within PNC Wealth Management, you will be... ...location. Job Description Consult on investment and... ...strategies and develop financial plans for clients, grow and... ...education and visibility, lead the branch team on actions...Temporary workWork experience placement$50 - $60 per hour
...use their expertise to help shape how AI understands financial principles and decision-making. In this role, you... ...Accounting, Investment Banking, Corporate Development, Wealth Management, and Insurance Planning. Advantages of contracting with us: You'll be...SeniorHourly payContract workFor contractorsWork experience placementRemote workData Annotation
Newark, NJmore than 2 months ago- CFA Institute is seeking a Wealth Practice Manager in Clifton, NJ. This role involves leading a wealth consulting team, managing client requirements, and implementing the Charles River Investment Management Solution. The ideal candidate will have over 8 years of experience...Senior
- A leading premium lifestyle brand located in Nutley, New Jersey, is seeking a skilled professional for Wholesale and Retail Assortment and Space Planning solutions. The candidate should possess extensive expertise in retail systems and strong SQL skills. Responsibilities...Senior
$85k - $115k
...Your role We're looking for a Senior Wealth Strategy Associate to: Keep management systems up‑to‑date with client information Educate clients... ...documentation for opening new accounts and service requests Plan team marketing events and maintain marketing materials Provide...SeniorFull timeWork at officeUBS
Florham Park, NJ4 days ago$125k - $150k
...enabling them to preserve their wealth for future generations, and... ...with a solid foundation in financial planning who is ready to take the next... .... You will work closely with senior advisors to develop and implement... ...high net worth clients. Lead client meetings, ensuring a...Permanent employmentTemporary workWork at officeFlexible hoursCI Financial Careers
Morristown, NJ4 days ago- ...status quo and help clients achieve what matters most. Schwab Wealth Advisory is a fee‑based, non‑discretionary investment... ...you’ll manage ongoing client relationships, deliver holistic financial planning, and provide tailored investment guidance aligned to Schwab’s...Work at office
Charles Schwab
Jersey City, NJ4 days ago - ...RMR Wealth Builders is seeking a Wealth Advisor to join our growing... ...focuses on comprehensive financial planning, retirement education, and relationship... ...‑Time Role) What You'll Do Lead clients through RMR's... ...acquisition efforts alongside senior advisors. Contribute to firm...Full timeLocal areaImmediate start
RMR Wealth Builders Inc
Montclair, NJ2 days ago - ...Your role We're looking for a Senior Wealth Strategy Associate to: • keep management systems... ...new accounts and service requests • plan team marketing events and maintain... ...Office Suite About us UBS is a leading and truly global wealth manager and the...SeniorWork at officeFlexible hours
UBS
Florham Park, NJ3 days ago - 22-2640844 BR Securities Processing Solutions Inc is seeking a Financial Analyst to join the FP&A team supporting the Wealth business. The role requires experience in financial analysis, creating management reports, and advising leadership on strategic financial initiatives...Work at office
- A leading wealth management firm in Morristown, NJ is seeking a proactive Wealth Planner to join their advisory... ...high net worth clients, and expertise in financial planning. The successful candidate will work alongside senior advisors, managing client relationships, and...Senior
- Career Headhunter LLC is seeking an Experienced Financial Advisor who aims to grow their business and build a lasting legacy. This role offers autonomy, mentorship, and resources to develop robust long-term client relationships while participating in leadership opportunities...SeniorRemote job
- Prudential Annuities Distributors (PAD) is seeking a highly motivated Senior Investment Associate to join the Asset-Based Finance investment... ...fields, strong credit underwriting skills, and proficiency in financial modeling. The role offers a hybrid work model with competitive...Senior
$68k - $120k
Morgan Stanley in Morristown, New Jersey is seeking an Investment Consultant - Wealth Planning Specialist to oversee financial plans for clients. This senior role involves developing and maintaining comprehensive strategies and selling annuities and insurance solutions...Senior- ...finance industry together. Schwab Wealth Advisory is a fee based, non-discretionary... ...while helping deliver customized financial planning support and address foundational portfolio... ...asset allocation, risk awareness, and consultative communication. This position offers...Work at office
Charles Schwab
Jersey City, NJ1 day ago - ...Summit Financial LLC is a ~$30 billion Registered Investment Advisory (RIA) firm that has... ...been providing comprehensive financial planning and wealth management services to high-net-worth... ...with a defined path toward becoming a Lead Advisor. Qualifications Required Bachelor...
Summit Financial Resources, Inc.
Parsippany, NJ2 days ago $125k - $150k
...At Premier Path Wealth Partners, we don’t just manage wealth—we help ultra-high... ...At Premier Path, we believe great financial advice starts with great... ...point of contact for assigned clients. Lead client relationships from planning through implementation. Develop and...Summer workWork at officeLocal areaWork from homeMonday to FridayAfternoon shiftEarly shiftPremier Path Wealth Partners
Madison, NJ2 days ago$80k - $100k
A prestigious wealth management firm located in Morristown, New Jersey, seeks a motivated individual to support Wealth Advisors by providing essential administrative and financial planning services. The ideal candidate will have a Bachelor's degree, CFP(R) certification...SeniorFull time$40k - $80k
...Build a Career, Not Just a Job United Success Wealth Management ("USWM") is an independent Registered Investment Adviser (RIA) located... ...in Chatham, New Jersey. We provide investment management, financial planning, retirement planning, insurance planning, and wealth...Permanent employmentFull timeWork at officePomona College
Chatham, NJ1 day ago$105k - $135k
Sanctuary Wealth Group is looking for a Registered Senior Client Associate in Morristown, NJ, to function as a trusted partner for advisors and support high... ...a strong understanding of investment accounts and financial markets. This full-time position offers competitive compensation...SeniorFull time- Accenture in Morristown is seeking a Workday Financials P2P/WSS Consultant to join their advisory team. You will be responsible for delivering integrated, payroll, cloud-based HR and financial management solutions that enhance organizational performance. The ideal candidate...Senior
- # Senior Investment Associate, Asset Based FinancePGIMSenior AssociatePrivate CreditFull-timeLocationNewark, United StatesDate PostedJune... ..., the global investment management business of Prudential Financial, is seeking a highly motivated Senior Investment Associate to join...SeniorWork at office
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Senior Financial Consultant - Wealth Planning Lead. Be the first to apply!
