Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Senior Financial Consultant, Wealth Management & Planning

Charles Schwab Corporation

Charles Schwab Corporation in San Diego is seeking a skilled Financial Consultant to provide clients with financial guidance and wealth management advice. You will have the autonomy to build your practice and deliver personalized service to clients, fostering strong relationships built on trust. The ideal candidate will hold a valid FINRA Series 7 license and be passionate about community engagement. Schwab offers comprehensive support and opportunities for personal and professional growth, along with a competitive benefits package. #J-18808-Ljbffr Charles Schwab Corporation

Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Senior Financial Consultant, Wealth Management & Planning in San Diego, CA vacancy
  • U.S. Bank is seeking a Private Wealth Advisor in San Diego to identify and deepen client...  ...utilizing a holistic approach to financial planning. This role involves advising clients on...  ...and possess strong relationship management and problem-solving skills. A hybrid work... 
    Senior

    U.S. Bank

    San Diego, CA
    20 hours ago
  • A leading financial institution is seeking an experienced Private Banker to provide exceptional guidance to clients on wealth management. You will leverage your extensive knowledge in investments and financial planning to foster strong relationships and drive new client... 
    Senior

    JPMorgan Chase & Co.

    San Diego, CA
    3 days ago
  • Charles Schwab located in San Diego is seeking a Sr. Manager, Wealth Advisor to join their Schwab Wealth Advisory team. The role focuses...  ...valid FINRA Series 7 and 66 licenses. The position offers financial planning responsibilities and collaboration within a supportive... 
    Senior

    Charles Schwab

    San Diego, CA
    4 days ago
  • Beacon Pointe is seeking experienced Senior Wealth Advisors to cultivate relationships with high...  ...clients and provide tailored wealth management strategies. Successful candidates will have over 5 years of experience in financial advisory roles and a strong focus on client... 
    Senior

    Beacon Pointe

    San Diego, CA
    4 days ago
  • Charles Schwab in San Diego is looking for a financial advisor to provide wealth management and financial planning services. The role involves building strong relationships with clients, focusing on helping them achieve their financial goals through comprehensive services... 
    Suggested

    Charles Schwab

    San Diego, CA
    3 days ago
  • $185k - $215k

     ...Bank in San Diego, California, is looking for an experienced Wealth Management professional to enhance and manage relationships with medium...  ...between $185,000 to $215,000 and a comprehensive benefits package including healthcare and retirement plans. #J-18808-Ljbffr Us Bank
    Senior

    Us Bank

    San Diego, CA
    1 day ago
  • $249k - $325k

    Greenberg Traurig, LLP is looking for a full-time Associate in the Private Wealth Services Practice in San Diego. The role requires 4-8 years of experience in sophisticated estate planning, managing trust administrations, and supervising junior associates. Salary range is... 
    Senior
    Full time
    Private practice

    Greenberg Traurig, LLP

    San Diego, CA
    3 days ago
  • $77k - $202k

     ...PwC, our people in operations consulting specialise in providing...  ...connections, and learning how to manage and inspire others. Navigating...  ...architecture, and execution. As a Senior Associate, you will analyze...  ...a liaison between strategic planning and execution phases -... 
    Senior
    Full time
    H1b

    PwC

    San Diego, CA
    21 days ago
  • A leading financial institution is seeking a Private Banker in San Diego, California, to manage client relationships and provide tailored investment and financial advice. Candidates...  ...acquiring new clients and advising on wealth management strategies for a diverse client... 
    Senior

    JPMorgan Chase & Co.

    San Diego, CA
    3 days ago
  • $249k - $325k

    GT Restructuring in San Diego is seeking a skilled Associate for their Private Wealth Services Practice. This full-time role involves designing complex estate planning documents and managing various trust and estate administrations. The ideal candidate will have 4-8 years... 
    Senior
    Full time
    Private practice

    GT Restructuring

    San Diego, CA
    3 days ago
  • $249k - $325k

    Greenberg, Traurig, PA is seeking a Private Wealth Services Associate at its San Diego office. This full-time position focuses on sophisticated estate planning for high-net-worth individuals and families. Ideal candidates will have 4-8 years of relevant experience, strong... 
    Senior
    Full time
    Work at office

    Greenberg, Traurig, PA

    San Diego, CA
    20 hours ago
  • Senior Financial Planner Position Summary Telos Capital Management, Inc. is seeking a Senior Financial Planner to serve as the lead...  ...coordinate the firm’s overall planning process and deliver...  ...financial planning and advanced wealth strategies for high-net-worth individuals... 
    Senior
    Full time
    Work at office

    Retirement Resource Center, LLC.

    San Diego, CA
    1 day ago
  • $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...  ...including portfolio management, operations and financial planning on client meeting preparation and monitoring workflow... 
    Temporary work
    Work at office
    Immediate start
    Flexible hours

    EP Wealth Advisors

    San Diego, CA
    1 day ago
  • $85k - $145k

    Mercer Advisors is looking for a Wealth Advisor in San Diego, CA to deepen relationships...  ...client needs and deliver comprehensive financial solutions. The ideal candidate will have...  ...present financial, investment, and tax planning solutions effectively. Mercer offers a competitive... 

    Mercer Advisors

    San Diego, CA
    3 days ago
  • $85k - $145k

    Wealth Advisor, Guided Investing (San Diego, CA) Why Work at Mercer...  ...amplify and simplify their financial lives by integrating financial planning, investment management, business management, tax, estate...  ...: Chartered Financial Consultant (ChFC), Personal Financial Specialist... 
    Temporary work
    Work at office
    Local area
    Remote work
    Monday to Friday
    Flexible hours

    Mercer Advisors

    San Diego, CA
    3 days ago
  • As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values...  ...experience with fee-based consulting, tax, mutual funds, money... 

    Mariner

    San Diego, CA
    1 day ago
  • A financial services firm in San Diego is seeking a Wealth Advisor to join their team. This role involves creating tailored financial plans, developing client relationships, and providing wealth management advice. Ideal candidates will have a Bachelor’s degree, Series 6... 

    Mariner

    San Diego, CA
    4 days ago
  • $80k - $95k

    Overview Wealth Advisor Supported with a robust array...  ...to identify their financial goals, analyze their financial...  ...and Duties Manages time and resources efficiently...  ...and tactical plans with strong considerations...  ...Management, Collaboration, Consultative Communication,... 
    Work experience placement
    Work at office

    Teachers Insurance and Annuity Association of America

    San Diego, CA
    1 day ago
  • $139.23k - $163.8k

    PWM Private Wealth Advisor page is loaded## PWM Private Wealth Advisorlocations...  ...to make better and smarter financial decisions and enabling the...  ...**U.S. Bank Private Wealth Management (PWM) helps clients identify...  ...on wealth and estate planning, investments, banking, credit... 
    Temporary work
    Work experience placement
    Local area
    3 days per week

    U.S. Bank

    San Diego, CA
    1 day ago
  • $80k - $95k

    A leading financial services organization based in San Diego seeks a Wealth Advisor to partner with clients in achieving their financial goals. The ideal candidate...  ...skills in business development and client management. Responsibilities include developing tailored investment... 

    Teachers Insurance and Annuity Association of America

    San Diego, CA
    1 day ago
  • A leading asset and wealth management firm in San Diego seeks to hire a Senior Financial Planner to lead the planning for high-net-worth clients. The ideal candidate will leverage expertise in financial planning, tax strategy, and relationship management to deliver tailored... 
    Full time

    Telos Capital Management, Inc.

    San Diego, CA
    3 days ago
  • $102k - $190k

     ...as the primary relationship manager for high‑net‑worth (HNW) and...  ...delivering a comprehensive wealth management experience that integrates...  ...strategies, and holistic financial planning. This role combines credit...  ...Provides recommendations to senior leaders on strategy and new... 
    Local area
    Shift work

    Bank of Montreal

    San Diego, CA
    1 day ago
  •  ...law firm seeks a highly skilled Private Wealth Services Associate for its San Diego office...  ...with a strong background in estate planning for high-net-worth individuals and families...  ...Revocable Trusts and related structures. Manage the transfer of QSBS stock, business interests... 
    Senior
    Full time
    Temporary work
    Work at office

    BCG Attorney Search

    San Diego, CA
    3 days ago
  • Judson Group is seeking a Wealth Service Advisor - CFP in San Diego, California. This pivotal role involves managing client relationships, delivering top-notch financial planning, and collaborating with Lead Advisors. Ideal candidates will have a Bachelor’s degree and... 
    Work at office

    Judson Group

    San Diego, CA
    3 days ago
  •  ...Associate Vice President and Wealth Advisor About the Company...  ...investment advisor & manager Industry Investment Management...  ...early-career advisors or financial planning professionals who are ambitious...  ...will work alongside senior advisors and subject matter... 

    Confidential

    San Diego, CA
    1 day ago
  • $77k - $214k

     ...Industry/Sector: Asset and Wealth Management Time Type: Full time Travel...  ...guidance to clients on tax planning, compliance, and strategy....  ...You will review and analyse financial data, prepare and file tax...  ...increased efficiencies. As a Senior Associate you shall analyze... 
    Senior
    Full time
    H1b

    PwC

    San Diego, CA
    3 days ago
  • $124k - $335k

     ...Industry/Sector: Asset and Wealth Management Time Type: Full...  ...Renewable Energy Tax Senior Manager, you will...  ...as a strategic consultant in business analysis,...  ...tax strategies for our Financial Services clients. Your...  ...development of innovative tax planning solutions and... 
    Senior
    Full time
    H1b
    Local area

    PwC

    San Diego, CA
    3 days ago
  • $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... 
    Senior
    Hourly pay
    Contract work
    For contractors
    Work experience placement
    Remote work

    Data Annotation

    San Diego, CA
    more than 2 months ago
  • $77k - $202k

     ...PwC, our people in finance consulting specialise in providing consulting...  ...services related to financial management and strategy. These individuals...  ...forecasting, and financial planning processes to drive...  ...driven technologies. As a Senior Associate, you will analyze... 
    Senior
    Full time
    H1b

    PwC

    San Diego, CA
    3 days ago
  • $249k - $325k

     ...skilled Associate in the Private Wealth Services Practice of our San...  ...We are seeking a senior‑level associate (4-8 years of...  ...record in sophisticated estate planning for high‑net‑worth individuals...  ...associates while independently managing complex matters. This is a hands... 
    Senior
    Full time
    Temporary work
    Private practice
    Work at office
    Flexible hours

    GT Restructuring

    San Diego, CA
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Senior Financial Consultant, Wealth Management & Planning. Be the first to apply!