NewVP, Financial Consultant- San Mateo, CA Charles SchwabVP, Financial Consultant- San Mateo, CASan Mateo, CAOpenness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals.
NewInterim Cost Accounting and Manufacturing Finance Consultant Vaco LLCInterim Cost Accounting and Manufacturing Finance ConsultantMilpitas, CA$80–$100Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. Determining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors, including but not limited to:The individual’s skill sets, experience, and training; Licensure and certifications; Office location and other geographic considerations; Other business and organizational needs.
NewEmployment Consultant Best Buddies InternationalEmployment ConsultantSan Francisco, CA$0–$29.80 / hourBest Buddies International is a nonprofit 501(c)(3) organization dedicated to establishing a global volunteer movement that creates opportunities for one-to-one friendships, integrated employment, leadership development, inclusive living, and family support for individuals with intellectual and developmental disabilities (IDD). Guide participants, guardians and family members in navigating Social Security issues, offering referrals to local Work Incentives and Planning and Assistance (WIPA) and/or Community Work Incentive Counselors (CWIC) available through their state Vocational Rehabilitation.
NewData Engineer - Sr. Consultant level Visa Technology and Operations LLCData Engineer - Sr. Consultant levelFoster City, CA$169,100–$270,800 / yearVisa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid. Masters, MBA, JD, MD) or 2 years of work experience with a PhD Preferred Qualifications • 9 or more years of relevant work experience with a Bachelor Degree or 7 or more relevant years of experience with an Advanced Degree (e.g.
NewSearch Engine Optimization (SEO) Consultant HAN IT STAFFING INCSearch Engine Optimization (SEO) ConsultantAlameda, CA$65–$75 / dayContractorThis person is accountable for how the brand shows up across AI answer engines (ChatGPT, Perplexity, Google AI Overviews, Gemini, Copilot, and similar), monitoring visibility and share-of-voice through tools such as Profound, translating insights into a prioritized backlog, and orchestrating delivery across SEO, content, and engineering teams. Convert monitoring insights into clearly scoped, well-prioritized JIRA tickets with acceptance criteria, routing work to the right team (content authoring, technical SEO, AEM/web engineering, data/structured-markup).
NewSls Consultant, Public Sector Key Account MSCSls Consultant, Public Sector Key AccountMilpitas, CA$54,634–$85,853 / yearBRIEF POSITION SUMMARY: Key Account Sales Consultant Public Sector (KPS) is critical to driving MSC's Public Sector market position and achieve revenue and profit growth within Public Sector Mid/Large Market customers ($200,000-$5,000,000 potential). With more than one million product offerings and 80+ years of experience across industries, MSC strives to help our customers achieve greater productivity, profitability, and growth through inventory management and other innovative supply chain solutions.
NewCyber Security Engineer - Sr. Consultant level - Regulatory, Audit, & Compliance Visa Technology and Operations LLCCyber Security Engineer - Sr. Consultant level - Regulatory, Audit, & ComplianceFoster City, CA$180,600–$289,300 / yearOversee and manage audits, compliance, and regulatory activities related to Cybersecurity, including FBA/FFIEC, Bank of England, other regulators, GLBA, SSAE16/ISAE3402, SOC 2, PCI-DSS, Sarbanes-Oxley (SOX), internal audits, ISO, NIST, COSO, COBIT, and customer/client inquiries. Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid.
NewSales Representative/Business Consultant - San Jose, CA System OneSales Representative/Business Consultant - San Jose, CASan Jose, CA$39,600–$92,400 / yearThis is a high-impact, field-based opportunity for someone who thrives in a fast-paced, quota-driven environment and wants to make a meaningful difference in the way businesses operate and grow. In this role, you will work closely with small and mid-sized businesses (SMBs), introducing them to Clover, an award-winning point-of-sale and business management platform.
NewCyber Security Engineer - Sr. Consultant level Visa Technology and Operations LLCCyber Security Engineer - Sr. Consultant levelFoster City, CA$180,600–$289,300 / yearThe ideal candidate is a strong security engineer and problem solver with deep experience in Python‑based services, cloud security engineering, API‑driven architectures, and automation, and who is excited to apply GenAI and autonomous agent technologies to modern security challenges. Visa’s Cyber Security team is seeking a Cyber Security Engineer to design, build, and operate large‑scale, cloud‑native and AI‑driven security platforms that protect Visa’s global brand, networks, products, and data.
Software Engineer - Sr Consultant level Visa Technology and Operations LLCSoftware Engineer - Sr Consultant levelFoster City, CA$169,100–$270,800 / yearYou will work on innovative solutions that combine deep technical expertise with AI/ML capabilities to enhance developer productivity, improve customer experiences, and drive next-generation commercial payment and money movement technology for B2B, B2C, P2P, and G2C flows. Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the best way to pay and be paid.
SAP RAR Consultant (Support, Maintenance & Implementation) - Dallas/Austin, TX/Milpitas, CA Epik SolutionsSAP RAR Consultant (Support, Maintenance & Implementation) - Dallas/Austin, TX/Milpitas, CAMilpitas, CA$60–$65 / hourFull timeWe are seeking an experienced SAP Revenue Accounting and Reporting (RAR) Consultant to support, maintain, and enhance SAP RAR solutions while participating in ongoing implementation initiatives. Participate in SAP RAR implementation, rollout, and enhancement projects.
NewSales Consultant Mattress FirmSales ConsultantSan Jose, CA$57,000–$70,000Experts will execute Mattress Firm selling programs with the use of digital tools and support a seamless omnichannel experience to create a compelling and engaging environment that puts the customer at the center. The Sleep Expert will elevate and enhance the customer's in-store experience by being a trusted sleep authority and offering best-in-class products.
Financial Consultant Partner San Mateo, CA The Charles Schwab CorpFinancial Consultant Partner San Mateo, CASan Mateo, CAYou'll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management. Strong candidates will also gain experience updating and compiling client information through Schwab's internal customer relationship management (CRM) tool.
Financial Consultant Partner San Francisco West Portal, CA The Charles Schwab CorpFinancial Consultant Partner San Francisco West Portal, CASan Francisco, CAYou'll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management. Strong candidates will also gain experience updating and compiling client information through Schwab's internal customer relationship management (CRM) tool.
Sr. Financial Consultant : 26-01834 Akraya Inc.Sr. Financial Consultant : 26-01834Sunnyvale, CARemote$90–$100 / hourMost recently, we were recognized Stevie Employer of the Year 2025, SIA Best Staffing Firm to work for 2025, Inc 5000 Best Workspaces in US (2025 & 2024) and Glassdoor's Best Places to Work (2023 & 2022)! Primary Skills: SQL (Advanced), Data Analysis (Advanced), AI Tools (Intermediate), Cloud Revenue (Advanced), Financial Modeling (Intermediate), Contract Type: W2 Contract .
Workday Financial Consultant - Accounting Center Pyramid Consulting, IncWorkday Financial Consultant - Accounting CenterSunnyvale, CA$65–$70 / hourBy applying to our jobs, you agree to receive calls, AI-generated calls, text messages, or emails from Pyramid Consulting, Inc. and its affiliates, and contracted partners. Good experience in Workday integration, Workday report development, testing and validation Leads and manages the functional process design, release management.
VP, Financial Consultant Sunnyvale, CA The Charles Schwab CorpVP, Financial Consultant Sunnyvale, CASunnyvale, CAPreferred Qualifications: • Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations • Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals. Openness to manage wealth on behalf of our clients including: • Retirement Planning • Education Planning • Investment Management • Banking & Lending Management • Insurance & Risk Management • Estate Planning.
VP, Financial Consultant Menlo Park, CA The Charles Schwab CorpVP, Financial Consultant Menlo Park, CAMenlo Park, CAOpenness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals.
VP, Financial Consultant San Jose, CA The Charles Schwab CorpVP, Financial Consultant San Jose, CAMilpitas, CAOpenness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals.
VP, Financial Consultant San Mateo, CA The Charles Schwab CorpVP, Financial Consultant San Mateo, CASan Mateo, CAOpenness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals.
Workday Financial Consultant - Accounting Center Pyramid, IncWorkday Financial Consultant - Accounting CenterSunnyvale, CA$65–$70 / hourFull timeGood experience in Workday integration, Workday report development, testing and validation Leads and manages the functional process design, release management Our client is a leading IT industry , and we are currently interviewing to fill this and other similar contract positions. Key Requirements and Technology Experience: Key skills: Workday Financial Experience, Account Center Workday Financial Experience Hands on Accounting center implementation experience.
VP, Financial Consultant Fremont, CA The Charles Schwab CorpVP, Financial Consultant Fremont, CAFremont, CAOpenness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals.
NewFinancial Consultant - San Francisco, CA FidelityFinancial Consultant - San Francisco, CASan Francisco, CaliforniaRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
NewFinancial Consultant - Palo Alto, CA FidelityFinancial Consultant - Palo Alto, CAPalo Alto, CaliforniaRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Fractional CFO (Consultant) LTD GlobalFractional CFO (Consultant)Pleasanton, CAPart timeYour in-depth financial knowledge and proven track record of at least 6 months in independent Fractional CFO consulting work will be essential in driving financial growth and success for our clients. Excellent communication and presentation skills, with the ability to convey complex financial information to non-financial stakeholders.
Oracle EPM / Financial Planning Applications Consultant IconmaOracle EPM / Financial Planning Applications ConsultantSan Francisco, CA$55.71–$60.71 / hourOur client, a IT Services and Consulting company, is looking for a Oracle EPM / Financial Planning Applications Consultant for their San Francisco, CA/Hybrid location. Ability to support periodic patch management, testing, defect triage, and performance tuning.
Senior Consultant - Audit & Financial Controls The French AgencySenior Consultant - Audit & Financial ControlsSan Francisco, CaliforniaThis position blends Big 4–level audit expertise with controller-level financial management responsibilities, including accrual-based accounting, internal controls development, and high-touch client engagement. Our hybrid onshore–offshore delivery model enables us to scale efficiently while delivering high-quality, client-first service to businesses, nonprofits, and individuals.
Remote Sales Consultant – Financial Services NexeraRemote Sales Consultant – Financial ServicesSan Francisco, CARemote$4,001–$6,300In this role, you will help families find the right financial protection coverage for their needs — working entirely by phone and Zoom from your home. Life and Health Insurance License required before start date — or demonstrated willingness to obtain quickly (exam prep resources provided).
Oracle EPM / Financial Planning Applications Consultant ICONMA, LLCOracle EPM / Financial Planning Applications ConsultantSan Francisco, CA$55.71–$60.71 / hourOur client, a IT Services and Consulting company, is looking for a Oracle EPM / Financial Planning Applications Consultant for their San Francisco, CA/Hybrid location. Ability to support periodic patch management, testing, defect triage, and performance tuning.
Salesforce Financial Services Cloud Consultant- Enterprise Slalom IncSalesforce Financial Services Cloud Consultant- EnterpriseCA$126,000–$154,000 / yearOur team is comprised of customer strategy experts, Salesforce-certified experts across all Salesforce capabilities, industry experts, organizational and cultural change consultants, and project delivery leaders. From strategy through delivery, our agile teams across 52 offices in 12 countries collaborate with clients to bring powerful customer experiences, innovative ways of working, and new products and services to life.
Financial Audit Consultant Nace AIFinancial Audit ConsultantPalo Alto, CaliforniaWe are building an AI-native platform for financial statement audit — one where an AI agent reads an audit workpaper, identifies the relevant assertions, evaluates evidence quality, flags potential misstatements, and generates GAAS-defensible documentation. The system parses uploaded audit workpapers and makes decisions: which procedures address which assertions, what constitutes sufficient appropriate evidence, and where a potential misstatement exists.
Financial Sales Consultant($100k+, Training provided) NexeraFinancial Sales Consultant($100k+, Training provided)San Francisco, CARemote$4,001–$6,300If you have worked in any of the following, you already have what it takes: Backgrounds that convert fast in this roleReal estate salesMortgage / lendingAuto salesTelecom / wireless salesB2B / SaaS salesTimeshare / vacation salesSolar / home servicesAny commission-based roleWhat you will be doing. Experienced reps typically hit $80,000 to $120,000 in year one — faster ramp than new agents due to existing sales skills.
Financial Close & Reporting Consultant Resources Connection IncFinancial Close & Reporting ConsultantMountain View, CARemote$75–$85 / hourYou will work at the intersection of finance, data, and operations-partnering closely with FP&A, accounting, and business stakeholders to analyze cost drivers, investigate variances, and enhance reporting capabilities across a complex and evolving environment. Trusted by Fortune 100 companies and emerging disruptors alike, we challenge conventional ways of working, drive growth, and pave the way for long-term success through bold innovation and fearless collaboration.
Sales Transformation Consultant - Manager Financial Services Accenture PlcSales Transformation Consultant - Manager Financial ServicesMountain View, CADeliver banking implementation engagements (requirements, design, test, deployment, etc.), including managing specific project workstreams (scope and schedule) and junior team members, as well as client requests and deliverables. Have relevant experience with large scale transformations and business engagement/client facing skills in addition to the ability to demonstrate successful service quality and experience managing junior resources.
Oracle Financial Accounting Hub Consultant Accenture PlcOracle Financial Accounting Hub ConsultantSan Francisco, CALead, coach, and advise a small project team (depending upon the structure of a project) to design, set-up, test, and deploy Oracle Financial Accounting Hub solutions and ensure that all the pieces work together in an integrated environment; understand and apply Oracle methodologies. Combining unmatched experience and specialized skills across more than 40 industries, we offer Strategy and Consulting, Interactive, Technology and Operations services-all powered by the world's largest network of Advanced Technology and Intelligent Operations centers.
Financial Lead Consultant Advantest CorpFinancial Lead ConsultantSan Jose, CAOwn and manage end-to-end statutory direct tax and indirect tax compliance in India including Income Tax, GST, TDS, advance tax, transfer pricing coordination and statutory disclosures. • Collaborate closely with global accounting, tax, payroll, legal and business teams to support business initiatives, manage tax risks and ensure alignment with group policies.
Salesforce Financial Services Cloud Senior Consultant- Enterprise Slalom IncSalesforce Financial Services Cloud Senior Consultant- EnterpriseCA$167,000–$203,000 / yearOur team is comprised of customer strategy experts, Salesforce-certified experts across all Salesforce capabilities, industry experts, organizational and cultural change consultants, and project delivery leaders. We are passionate about and dedicated to building a diverse and inclusive team, recognizing that diverse team members who are celebrated for bringing their authentic selves to their work build solutions that reach more diverse populations in innovative and impactful ways.
Regional Advisor Consultant, Sales - West Region (Hybrid Wholesaler) (DBA) American Beacon PartnersRegional Advisor Consultant, Sales - West Region (Hybrid Wholesaler)SF, CARemoteFull timeThey cultivate relationships and drive sales for financial products like SMAs, mutual funds, private funds, and exchange-traded funds (ETFs) by using a mix of phone and virtual interactions with financial advisors, in addition to in-person meetings. Cross Collaboration: Partner with other wholesalers, including internal sales desk teams and external wholesalers, to create a seamless "one team" experience for advisors and execute sales strategies.
NewFinancial Advisor with Healthcare Background San FranciscoFinancial Advisor with Healthcare BackgroundSan Francisco, CaliforniaBuild Direct Client Relationships: Professionals from healthcare—whether it's pharma, medical sales, or clinical roles—are drawn to financial services because it allows them to work directly with clients, offering personalized advice rather than working through intermediaries. A Rewarding Career Path: Transition to a career where you can build long-term relationships, create meaningful outcomes for your clients, and make a lasting impact, all while using your healthcare expertise to navigate the financial landscape.
Retirement Financial Officer San Joaquin CountyRetirement Financial OfficerSan Jose, CAMobilityâfrequent use of a computer and sitting for long periods; occasional walking, standing, pushing, pulling, bending; Liftingâfrequently 5 pounds or less; occasionally 5 to 30 pounds; Visualâconstant use of overall vision and reading/close-up work; moderate use of eye/hand coordination; occasional use of depth perception and peripheral vision; Hearing/Talkingâfrequent hearing of normal speech, hearing/talking on the telephone, talking in person; Emotional/Psychologicalâfrequent decision making, concentration, and public contact; Special Requirements--may occasionally require working nights and weekends; may occasionally require travel; Environmentalâconstant work in an indoor office environment; occasional exposure to varied outdoor weather conditions. Plan, organize, supervise and direct the complex financial activities in a retirement organization; understand, interpret and apply complex legislation and regulations pertaining to public employee retirement; develop and implement complex accounting systems and financial controls; prepare and interpret various accounting statements and other financial records and reports; gather and analyze complex financial data; establish and maintain effective working relationships with County officials, employees, the general public and others.
Personal Financial Counselor; Moffett Federal Airfield, CA Magellan Health IncPersonal Financial Counselor; Moffett Federal Airfield, CAMountain View, CAServices include education and counseling addressing financial services that may include, but are not limited to, one-on-one counseling, consultation with a commander or with another provider or staff, conducting briefings and presentations, or providing referral resources to a participant outside the context of a counseling session. Coordinates, publicizes and provides a wide variety of Personal Financial Management classes/workshops, e.g., topics across the military lifecycle, including, but not limited to, arrival at first duty station, pre- and post-deployment, and personal and career events outlined in DoDI 1322.34.
Operations Consultant SS&COperations ConsultantSan Francisco, CaliforniaYou will collaborate closely with internal teams, external stakeholders, and clients to oversee daily operational processes, ensure platform optimization, and support a variety of concurrent projects. Provide operational consulting and execution support on projects such as client onboarding, fund launches, counterparty setup, asset class expansion, reporting initiatives, and platform integrations.
Pharmacy Consultant Hub International LtdPharmacy ConsultantSan Francisco, CA$160,000–$180,000 / yearMajor Responsibilities Serves as a trusted advisor providing Pharmacy thought leadership for Employee Benefits at a regional level Drives sales and revenue growth by expanding current client relationships and new client opportunities in the mid and large employer market space through RFP participation, onsite or video presentation and one on one consultation Communicates strategic and tactical up-to-date pharmacy business initiatives and solutions in a way that allows clients to understand the impacts to their strategy and their employees Partners with, trains and develops HUB financial consultants, producers and account management personnel to understand and present key Pharmacy findings and solutions Provides detailed pharmacy analysis(es) working with the HUB analytics platform along with various partners and PBM's decision support tools to justify the election of the appropriate pharmacy solution Provides proactive topical pharmacy communication(s) to HUB internal staff and external clients through a variety of methods including regional or local webinars and seminars Represents the National Pharmacy Practice in various strategic business initiatives as appropriate Contributes to National Pharmacy Practice team as a collaborative partner and subject matter expert Assists in the development of the Pharmacy "practice" and helps to implement appropriate changes to our solutions and service(s) to improve client results Basic Qualifications BS Pharmacy or PharmD is valued but not required 5+ years' experience in the Employee Benefits and/or Pharmacy industry working directly with upper mid and large employer market space (500+ employees) and employee benefits consultants Prior Employee Benefits brokerage experience preferred 3+ years of financial, clinical or strategic advising in the pharmacy benefit manager (PBM) marketplace with established relationships with PBM's and other appropriate pharmacy vendors Comprehensive knowledge of both current and emerging client-focused pharmacy solutions Proven ability to exceed expectations and achieve sales goals Excellent presentation and communication skills Strong analytical and critical thinking skills Strong organization skills with the ability to prioritize in a dynamic environment * Self-motivated with a strong "can do" attitude The expected salary range for this position is $160,000-$180,000 depending on geographical location and will be impacted by factors such as the successful candidate's skills, experience and working location, as well as the specific position's business line, scope and level. About HUB International Headquartered in Chicago, Illinois, HUB International Limited (HUB) is a leading full-service global insurance broker providing property and casualty, life and health, employee benefits, investment and risk management products and services.
Planning Consultant - Burlingame, CA FidelityPlanning Consultant - Burlingame, CABurlingame, CaliforniaRemotePlease be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career.
Investment Consultant Soquel, CA The Charles Schwab CorpInvestment Consultant Soquel, CASoquel, CAYou'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing.
Investment Consultant - Relationship Manager Morgan StanleyInvestment Consultant - Relationship ManagerMenlo Park, CA$68,000–$120,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Relationship Managers have access to a full range of wealth building, managing, and preserving services throughout the Firm that they will offer to the clients of the Financial Advisor teams they join.
NewInvestment Consultant San Ramon, CA The Charles Schwab CorpInvestment Consultant San Ramon, CASan Ramon, CAYou'll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space.
Advisor Development Program - Financial Solutions Advisor Trainee (Centralized) - San Francisco Merrill Office Bank of AmericaAdvisor Development Program - Financial Solutions Advisor Trainee (Centralized) - San Francisco Merrill OfficeSan Francisco, CaliforniaThe Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings and liability management solutions. As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams.