NewSenior Equity Compensation Planner Charles Schwab CareersSenior Equity Compensation PlannerSAN FRANCISCO, CAPartnering with clients and a collaborative team of planning professionals, you'll integrate equity compensation strategies into comprehensive financial plans that support long-term goals and strengthen client relationships. Demonstrated success applying Client Relationship Management , Analytical Thinking , Consultative Communications , Cross-Functional Collaboration , and Time Management skills to drive positive client outcomes.
NewVP, Financial Consultant- San Ramon, CA Charles Schwab CareersVP, Financial Consultant- San Ramon, CASAN RAMON, CAOpenness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.
NewVP, Financial Consultant - Corte Madera, CA Charles Schwab CareersVP, Financial Consultant - Corte Madera, CACORTE MADERA, CAOpenness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.
Demand/Forecast Planner III JouléDemand/Forecast Planner IIISunnyvale, CA$60–$68.50 / hourPartner with NPI/ Engineering/ Marketing teams to understand product lifecycle/ buffer strategy, develop robust plans to enable new product launch and product end of life (EOL) planning. Drive improvements to Key Performance Indicators such as Forecast accuracy, on time in full (OTIF), Backorder, Finished Goods Inventory Attainment through root-cause analysis and cross-functional collaboration.
NewWealth Advisor, Schwab Wealth Advisory Charles Schwab CareersWealth Advisor, Schwab Wealth AdvisoryWALNUT CREEK, CARequired Qualifications Client Experience: Ability to build trust by listening actively, asking thoughtful questions, and clearly translating complex financial concepts into guidance clients can understand and act on. Coachability: Actively seeks, receives, and applies feedback; communicates openly about development needs and adjusts approach to continuously improve advisory effectiveness.
NewSr. Manager, Wealth Advisor- Schwab Wealth Advisory Charles Schwab CareersSr. Manager, Wealth Advisor- Schwab Wealth AdvisoryWALNUT CREEK, CARequired Qualifications Client Experience: Demonstrated ability to lead complex client relationships by diagnosing needs through advanced discovery, navigating sensitive conversations with diplomacy, and influencing decisions by translating sophisticated planning and investment concepts into clear, tailored guidance that drives action and deepens trust. Time Management: Ability to set an operating cadence for a book of business—prioritizing high-impact activities, coordinating across partners, and proactively communicating tradeoffs, timelines, and next steps—while ensuring service consistency and follow-through on complex, multi-workstream client needs.
Associate Financial Planner Financial EnginesAssociate Financial PlannerDanville, CARecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Associate Financial Planner Edelman Financial EnginesAssociate Financial PlannerDanville, CaliforniaRecognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30) 1 , we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2 . That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Associate Financial Planner Edelman Financial Engines LLCAssociate Financial PlannerDanville, CA$83,500–$111,300 / yearRecognized by Barron's as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30)1, we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets 2. That's why we are committed to managing our clients' investments by truly understanding them as people first and then delivering advice, strategies and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future.
Senior Financial Planner (CFP®) - Private Banking Flagstar Bank NASenior Financial Planner (CFP®) - Private BankingWalnut Creek, CA$140,000–$170,000 / yearFamily Advisory and Trusts provides sophisticated planning advice to clients on a wide range of advisory topics, including: wealth structuring for high-net-worth and ultra-high-net-worth individuals, investors, and business owners; estate planning; financial planning; income tax planning for founders, owners, and executives; family legacy planning, including business succession, family dynamics, and family office advisory; next gen; and philanthropy advisory and charitable giving. Prepare and deliver financial planning analyses including multi-scenario cash flow modeling, retirement distribution strategies, tax-efficient wealth transfer, philanthropic planning, education funding, concentrated position analysis, and liquidity event planning utilizing advanced financial planning software.
Senior Financial Planner (Cfp) - Private Banking Flagstar BankSenior Financial Planner (Cfp) - Private BankingSan Francisco, CA$140,000–$170,000 / yearFamily Advisory and Trusts provides sophisticated planning advice to clients on a wide range of advisory topics, including: wealth structuring for high-net-worth and ultra-high-net-worth individuals, investors, and business owners; estate planning; financial planning; income tax planning for founders, owners, and executives; family legacy planning, including business succession, family dynamics, and family office advisory; next gen; and philanthropy advisory and charitable giving. Prepare and deliver financial planning analyses including multi-scenario cash flow modeling, retirement distribution strategies, tax-efficient wealth transfer, philanthropic planning, education funding, concentrated position analysis, and liquidity event planning utilizing advanced financial planning software.
Merchandise Financial Planner Ariat International IncMerchandise Financial PlannerSan Leandro, CA$90,000–$110,000 / yearThis role is a critical link between Merchandising, Planning, Finance, and Channel teams-ensuring sales, margin, and inventory targets are aligned to corporate and seasonal strategies throughout the year. In the event a recruiter or agency submits a resume or candidate without a previously signed Agreement, Ariat explicitly reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency.
Financial Planner & Analyst Manager Hitachi LtdFinancial Planner & Analyst ManagerSanta Clara, CA$114,965–$143,706 / yearFor California only (as required by California's Pay Transparency for Pay Equity Act (SB 1162): A good faith estimate of the expected salary for this position in our California office salary range that the employer reasonably expects to pay for the position upon hire is $114,965 - $143,706. Leveraging its expertise and resources, Hitachi Americas and its subsidiary companies operate across diverse sectors, including transportation, energy, mobility, industrial manufacturing, healthcare, digital engineering, data analytics and others.
Financial Planner Career Changer Opportunity Northwestern Mutual - San FranciscoFinancial Planner Career Changer OpportunitySan Francisco, CAFull timeIndustry Awards DEI Finalist, Gen Impact Awards Top 3 Diversity & Inclusion Council recognition, the 2024 Northwestern Mutual Diversity & Inclusion Excellence Team Award, and Forbes’ Best-In-State Top Financial Security Professionals list, alongside the prestigious APEX Award from Training Magazine for our innovative, data-driven training programs. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Financial Planner, Product Recruiting From ScratchFinancial Planner, ProductSan Francisco, CaliforniaCollaborate with cross-functional teams using tools like Notion and Slack to streamline workflows and enhance communication. We're representing a leading crypto portfolio and tax optimization tool that empowers users to engage with cryptocurrency confidently.
Financial Planner with Healthcare Background Walnut Creek - Northwestern MutualFinancial Planner with Healthcare BackgroundWalnut Creek, CAFull timePrior Experience: First starting as an intern at Northwestern Mutual, then after graduating went into elementary school teaching, then moved into corporate sales, where she developed strong client relationship and communication skills, and then ultimately moved back into the finance space where she is on an ensemble team with her father and brother. Build 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.
Financial Planner Career Changer Opportunity San FranciscoFinancial Planner Career Changer OpportunitySan Francisco, CaliforniaIndustry Awards DEI Finalist, Gen Impact Awards Top 3 Diversity & Inclusion Council recognition, the 2024 Northwestern Mutual Diversity & Inclusion Excellence Team Award, and Forbes’ Best-In-State Top Financial Security Professionals list, alongside the prestigious APEX Award from Training Magazine for our innovative, data-driven training programs. We began in Wisconsin in 1857, and today we’re one of America’s top companies - as was recognized by FORTUNE ® as one of the “World’s Most Admired” companies in 2024 - with a unique culture deeply dedicated to helping people achieve financial security.
Asset & Wealth Management, Private Wealth Management, Partner Family Office, Financial Planner, Analyst - San Francisco The Goldman Sachs Group IncAsset & Wealth Management, Private Wealth Management, Partner Family Office, Financial Planner, Analyst - San FranciscoSan Francisco, CA$75,000–$125,000 / yearOur comprehensive approach incorporates financial planning in several areas such as consolidated investment review, income tax preparation and planning, estate planning and wealth transfer, employee benefits, risk management, philanthropic planning, and cash management. We are committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
J.P. Morgan Advisors - Wealth Planner - San Francisco, CA JPMorgan Chase & CoJ.P. Morgan Advisors - Wealth Planner - San Francisco, CASan Francisco, CAChase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Morgan Wealth Management, offers U.S. based clients and their advisors the personalized service of a dedicated wealth management business and the global resources of one of the largest and most respected financial firms in the world.
J.P. Morgan Wealth Management - Vice President - Private Wealth Planner JPMorgan Chase Bank, N.A.J.P. Morgan Wealth Management - Vice President - Private Wealth PlannerSan Francisco, CAFull timeThe successful candidate will have knowledge of and experience in delivering all aspects of financial planning, including asset and liability management, asset allocation, diversification, trusts & estates, individual tax rules (both transfer and income taxes), insurance, long-term care, philanthropy, college savings, retirement, and cash flow planning. The successful individual should approach clients with a goal-oriented approach; to that end, the individual will need to learn about the various products and platforms (investment, insurance, charitable, educational) available to Private Client Advisors in order to help identify issues and opportunities to engage with clients.