Financial Planning Consultant
1 month ago
We are looking for a Financial Consultant to work for a leader in the financial industry. This person will be responsible for managing a book of 200+ clients. They will also be responsible for understanding the client’s needs and recommending solutions in order to help support them. Overall will be consistently offering guidance and financial support
Requirements:
- Must have a series 7 license & 63/65 or 66
- 3-5 years of book management experience as an advisor
- Experience working with at least 200 clients or more and $100 million in AUM or more
- Experience with a variety of investment products and investment solutions
- Being able to explain how they were able to build successful previous relationships, uncovering needs, and recommending solutions
- experience with being client focused and seeing themselves in a leadership position in the future
Day to Day:
- This person will help manage a larger book business of 200+ clients depending on the location
- Will work with Fidelity clients that have not been engaged in the financial process (still in the growth phase)
- Engage face-to-face with customers
- Building client relationships with understanding needs and recommending solutions
- Will help offer guidance and personalized planning
- Will be giving architecture product platforms and resources
Salary expectation: Base + Bonus (150K-170K)
-
Financial Planning Consultant
4 weeks ago
palo alto, United States Insight Global Full timeWe are looking for a Financial Consultant to work for a leader in the financial industry. This person will be responsible for managing a book of 200+ clients. They will also be responsible for understanding the client’s needs and recommending solutions in order to help support them. Overall will be consistently offering guidance and financial...
-
Financial Planning Consultant
3 weeks ago
Palo Alto, United States Insight Global Full timeWe are looking for a Financial Consultant to work for a leader in the financial industry. This person will be responsible for managing a book of 200+ clients. They will also be responsible for understanding the client’s needs and recommending solutions in order to help support them. Overall will be consistently offering guidance and financial support! ...
-
Financial Planning Consultant
4 weeks ago
palo alto, United States Insight Global Full timeWe are looking for a Financial Consultant to work for a leader in the financial industry. This person will be responsible for managing a book of 200+ clients. They will also be responsible for understanding the client’s needs and recommending solutions in order to help support them. Overall will be consistently offering guidance and financial...
-
Financial Planning Specialist
4 weeks ago
Palo Alto, California, United States Insight Global Full timeWe are seeking a skilled Financial Planning Consultant to join our team at Insight Global. This role involves managing a large book of clients, understanding their needs, and recommending tailored solutions to support their financial goals.Key Responsibilities:Manage a portfolio of 200+ clients, providing guidance and financial support to help them achieve...
-
Workday Financial Integration Consultant
2 months ago
palo alto, United States Diligente Technologies Full timeTitle: Workday Financial Integration ConsultantLocation: Palo Alto, CA (Hybrid)Duration: Full-TimeMinimum 5 years with workday ERP. Finance and supply chain specific. The primary focus is on integration. Required Knowledge, Skills and Abilities 5+ years of Workday implementation experience and a total of 10-15 years of Financials experienceA deep...
-
Workday Financial Integration Consultant
3 months ago
Palo Alto, United States Diligente Technologies Full timeTitle: Workday Financial Integration ConsultantLocation: Palo Alto, CA (Hybrid)Duration: Full-TimeMinimum 5 years with workday ERP. Finance and supply chain specific. The primary focus is on integration. Required Knowledge, Skills and Abilities 5+ years of Workday implementation experience and a total of 10-15 years of Financials experienceA deep...
-
Workday Financial Integration Consultant
1 month ago
palo alto, United States Diligente Technologies Full timeTitle: Workday Financial Integration ConsultantLocation: Palo Alto, CA (Hybrid)Duration: Full-TimeMinimum 5 years with workday ERP. Finance and supply chain specific. The primary focus is on integration. Required Knowledge, Skills and Abilities 5+ years of Workday implementation experience and a total of 10-15 years of Financials experienceA deep...
-
Senior Financial Planning Analyst
1 month ago
Palo Alto, California, United States Recor Medical Full timeSenior Analyst, Financial Planning & AnalysisAt Recor Medical, we are pioneering Ultrasound Renal Denervation (uRDN) therapy to treat hypertension, a leading cardiovascular risk factor worldwide.We are seeking a Senior Analyst, Financial Planning & Analysis (FP&A) who will report to the Sr. Manager of Corporate FP&A.Key Responsibilities:Provide end-to-end...
-
Head of Consulting Services
2 weeks ago
Palo Alto, United States Glean Technologies, Inc. Full timeWe are seeking an experienced and dynamic leader to build and lead Glean’s Consulting Services organization. This role reports to the VP, Customer Success. This leader will own the P&L for consulting services and be responsible for driving the strategic direction of this team and overseeing the global delivery of all services, ensuring the highest level of...
-
Workday Financial Integration Specialist
3 weeks ago
Palo Alto, California, United States Diligente Technologies Full timeJob Title: Workday Financial Integration ConsultantAbout the Role: We are seeking an experienced Workday Financial Integration Consultant to join our team at Diligente Technologies. The successful candidate will have a proven track record of successful Workday implementations, with a strong focus on financial integration.Key Responsibilities:Design and...
-
Strategic Healthcare Consultant
7 hours ago
Palo Alto, California, United States Elevance Health Full timeJob Title: Strategic Healthcare ConsultantJob Summary:Elevance Health is seeking a Strategic Healthcare Consultant to join our team. As a Strategic Healthcare Consultant, you will be responsible for consulting with healthcare providers to assess and deploy appropriate interventions to drive success in value-based care.Responsibilities:Conduct comprehensive...
-
Business Consultant Specialist
3 weeks ago
Palo Alto, California, United States Amazon Full timeWe are seeking a Business Consultant to join our team at {company}.About the Role:As a Business Consultant, you will be responsible for providing strategic advice to our clients and helping them achieve their business objectives.Key Responsibilities:Conduct market research to identify trends and opportunitiesDevelop and implement business strategies to drive...
-
Care Consultant Sr.
3 months ago
Palo Alto, United States Elevance Health Full timeJob Description : Care Consultant Sr. (California Provider Success) – JR126324 Location : Must reside in the state of California (Santa Clara area preferred) , and within 50 miles (1 hour commute) of one of the following offices AND be willing to visit (in person or virtually) providers throughout assigned territory (25% - 30% of the time.) ...
-
Financial Advisor
2 months ago
Palo Alto, United States Leah Yosef International Full timeOverviewTop Tier National Registered Investment Advisor is seeking a Senior Wealth Advisor to manage high-net-worth client relationships inherited from retiring advisors and sourced from the custodial referral channels. Join the fastest growing region of one of the fastest growing RIAs in the Country.Not a commissioned sales role. No portable book of...
-
Estate Planning Attorney
2 months ago
palo alto, United States Gilfix & La Poll Associates Full timeCompany DescriptionWe are one of the top Estate Planning, Elder Law, and Special Needs planning firms in California with a rich, 40 year history and large, supportive environment, and vibrant client community. We are seeking an experienced estate planning attorney who is detail-oriented, great with people, hungry to grow/learn within our boutique law firm....
-
Estate Planning Attorney
2 months ago
Palo Alto, United States Gilfix & La Poll Associates Full timeCompany DescriptionWe are one of the top Estate Planning, Elder Law, and Special Needs planning firms in California with a rich, 40 year history and large, supportive environment, and vibrant client community. We are seeking an experienced estate planning attorney who is detail-oriented, great with people, hungry to grow/learn within our boutique law firm....
-
Estate Planning Attorney
1 month ago
palo alto, United States Gilfix & La Poll Associates Full timeCompany DescriptionWe are one of the top Estate Planning, Elder Law, and Special Needs planning firms in California with a rich, 40 year history and large, supportive environment, and vibrant client community. We are seeking an experienced estate planning attorney who is detail-oriented, great with people, hungry to grow/learn within our boutique law firm....
-
Senior Consultant
1 week ago
Palo Alto, United States Coretek, Inc. Full timeCoretek is seeking a Senior Azure Infrastructure Consultant to join our team. This position is the opportunity for continued growth and support to reach Architect level. Coretek Services is an industry leading consulting and managed solutions provider based in Southeastern Michigan built on a foundation of passionate technology professionals that embody our...
-
Senior Consultant
4 days ago
Palo Alto, United States Coretek, Inc. Full timeCoretek is seeking a Senior Azure Infrastructure Consultant to join our team. This position is the opportunity for continued growth and support to reach Architect level. Coretek Services is an industry leading consulting and managed solutions provider based in Southeastern Michigan built on a foundation of passionate technology professionals that embody our...
-
Senior Consultant, Professional Services
1 week ago
Palo Alto, United States Rizing Full timeSelect how often (in days) to receive an alert: Senior Consultant, Professional Services Rizing, a Wipro Company, specializes in HR and Human Capital Management (HCM) solutions based on SAP SuccessFactors. By focusing on employee experience, payroll, engagement, workforce analysis, and training management, we create efficient and connected HR...