Senior Financial Consultant - Wealth Advisory
Charles Schwab
Charles Schwab is looking for a dedicated Financial Consultant based in Mission Viejo, California. In this role, you will provide wealth management and financial planning advice, building relationships with existing clients while promoting their financial futures. Successful candidates will hold a FINRA Series 7 license and be expected to foster trust through effective communication and ongoing support. Schwab offers a competitive benefits package, flexible work options, and a nurturing culture that supports professional growth. #J-18808-Ljbffr Charles Schwab
- ...site in the specified locations. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-... ...advisory experience, including creating and customizing financial plans and portfolios for clients. Preferred...SeniorWork at office
- ...transform the finance industry together. As a Sr. Manager, Wealth Advisor within Schwab Wealth Advisory (SWA), you are joining a premier, fee-based, and non-... ...experience, including creating and customizing financial plans and portfolios for clients. Preferred...SeniorWork at office
- ...fields is required, along with considerable direct sales experience. You will work closely with wealth management partners and provide high-quality service to meet clients' financial needs, while also being part of a supportive team environment that values ethical banking...SeniorFull time
- Charles Schwab Corporation is looking for a Financial Consultant in Mission Viejo, California. You will provide financial guidance to clients while fostering lasting relationships based on trust and mutual goals. This role requires a valid FINRA Series 7 license, with...Senior
- A wealth management advisory firm in Irvine, CA seeks a Senior Financial Planner to create comprehensive financial plans, support training, and conduct seminars. Candidates need a CFP designation, experience with financial planning software like eMoney, and a degree in...SeniorFlexible hours
- Charles Schwab Corporation is hiring a Sr. Manager, Wealth Advisor in Irvine, California to lead a premier investment advisory team. You will have the opportunity to create... ...professionals. The role requires strong financial planning expertise, a CFP® or CFA® designation...SeniorWork at office
- Charles Schwab is seeking a Sr. Manager, Wealth Advisor in Irvine, California. In this role, you will provide exceptional financial advisory services, building strong client relationships and mentoring junior team members within a dedicated team. The position requires a...Senior
$110k - $130k
...Transaction Advisory Senior Consultant- Financial Due Diligence Withum is a place where talent thrives - where who you are matters. It's a place of endless opportunities for growth. A place where entrepreneurial energy plus inclusive teamwork equals exponential results...SeniorWork experience placementWork at officeLocal area- U.S. Bank is seeking a Private Wealth Advisor in Irvine, CA, to manage and grow relationships with high net worth clients. The ideal candidate will have over 10 years of wealth management experience and must possess strong relationship-building skills, a Bachelor’s degree...Senior
- MarshBerry is seeking a Senior Consultant in Financial Consulting to manage financial and organic growth consulting engagements. The role involves collaborating closely with clients to understand business goals, executing client projects, and maintaining strong relationships...SeniorWork at officeRemote work
- ...Senior Consultant, Financial Consulting MarshBerry is growing! We are seeking a Senior Consultant,... ...perpetuation planning, sales or talent advisory. The Senior Sales Consultant will focus... ...industry. Insurance industry or wealth management industry experience is strongly...SeniorWork at officeRemote workMonday to ThursdayFlexible hoursNight shift
$125k
A financial advisory firm in Irvine, California, is seeking a Wealth and Estate Planning Strategist. This role requires 10+ years in life insurance and expertise in implementing complex wealth strategies. The strategist will manage client proposals, provide internal advice...SeniorWork at office$60k - $120k
EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $44.1 billion AUM as of March 31, 2026, serving predominately high net worth individuals... ...including portfolio management, operations and financial planning on client meeting preparation and monitoring...Temporary workWork at officeImmediate start- Charles Schwab Corporation is seeking a Wealth Advisor in Irvine, California. In this role, you will empower clients by offering personalized... ...portfolios while working collaboratively with a dedicated advisory team. The ideal candidate will have a bachelor’s degree, active...Work at office
- EP Wealth Advisors (EPWA) is a wealth management advisory firm with over $42.2 billion as of December 31, 2025, serving... ..., CA office is hiring for a Senior Financial Planner. As a Senior Financial... ...management of $2 million or more. Consult with the Financial Planning...SeniorTemporary workWork at officeLocal areaFlexible hours
$125k - $190k
A global technology solutions provider is seeking a Senior Business Strategy & AI Advisor to lead cross-functional teams in delivering innovative advisory offerings. This role focuses on leveraging AI technologies for business outcomes, guiding clients through transformation...SeniorRemote workFlexible hours- A leading boutique accounting firm is seeking a Senior Associate in Accounting and Transaction Advisory Services to support their growth. The role involves improving technical skills and contributing to client services, including IPO preparations and complex accounting...Senior
$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$145.8k - $333.1k
A global consultancy firm is seeking a Senior Manager for its Payroll Advisory team in Irvine, California. The ideal candidate will have over 10 years of experience in payroll management, preferably with a Big 4 firm, and will manage comprehensive payroll strategies and...SeniorFlexible hours- A leading boutique accounting and consulting firm in Irvine seeks a Manager for Accounting and Transaction Advisory Services. This role offers an exceptional opportunity to manage engagements across multiple industries, providing expert guidance on technical accounting...Senior
$110k - $140k
RGP (Resources Connection) in Irvine, California is looking for a Senior Consultant to join their Advisory Services Practice. The role involves supporting client engagements, performing analyses, and delivering solutions that enhance decision-making and operational performance...Senior$100k - $150k
...planning and high-net-worth tax experience. The ideal candidate will manage the preparation and review of tax returns, provide tax advisory services, and maintain client relationships. Extensive knowledge of Bloomberg Tax and CCH Axcess is preferred, along with a CPA...Senior- A leading financial services firm in Irvine is seeking a Wealth Management Paraplanner to provide vital support to advisors. This role requires strong interpersonal skills and extensive experience in life insurance and financial strategies. The ideal candidate will work...Senior
- Introduction We are hiring a Senior Workday Finance Consultant to serve as a strategic leader and subject matter expert across all areas of Workday Financial Management. You’ll be responsible for designing, implementing, and governing complex Workday Finance solutions...Senior
- A leading engineering consulting firm is seeking a Property & Buildings Digital Advisory Lead in Irvine, CA. This senior role will spearhead digital strategies, ensuring the integration of cutting-edge technology in large projects. Ideal candidates will have over 10 years...Senior
$100k - $180k
A financial institution in Irvine, CA is seeking a Private Client Advisor to work with high and ultra-high net worth individuals. This role... ...skills, as well as 5-10 years of experience in banking and wealth management. The ideal candidate will possess a Bachelor's degree...$80k
...Registered Investment Advisor, is seeking an Advisor to join our Financial Services team. As a Wealth Management Financial Advisor, you will build and deepen... ...financial outcomes.PRIMARY RESPONSIBILITIES:Support senior wealth advisors with day-to-day service for individual...Contract workInternship$200k - $400k
...including extensive estate planning and litigation. The attorney will be responsible for drafting legal documents, advising clients on wealth preservation, and managing probate matters. Candidates must have a Juris Doctorate and be admitted to the California State bar. A...Senior$155k - $225k
PWM Private Wealth Advisor page is loaded## PWM Private Wealth Advisorlocations: Irvine, CAposted on: Posted Yesterdaytime left to apply... ...customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...Temporary workWork experience placementLocal area- A global professional services firm is seeking a Senior Manager in International Corporate Tax Advisory. This role involves advising clients on international... ...ideal candidate will have extensive experience in tax consulting and a strong background in managing projects and...SeniorFlexible hours
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