Current jobs related to Investment Consultant - Sunnyvale, California - Charles Schwab

  • Investment Consultant

    1 month ago

    Sunnyvale, California, United States Fidelity TalentSource LLC Full time

    Job Description:Fidelity Investments is a leading financial services company that offers a wide range of investment products and services. We are seeking a highly motivated and experienced Investment Consultant to join our team.The Purpose of Your Role:As an Investment Consultant, you will be responsible for developing and implementing customized financial...

  • Senior Engineering Project Manager

    1 week ago

    Sunnyvale, California, United States ApTask Full time

    About Client:The Client is a leading global IT services and consulting company, providing a wide range of services to clients in various industries, including banking, financial services, retail, manufacturing, healthcare, and more. It is one of the largest employers in the IT industry and has a vast and diverse workforce. The company places a strong...

  • Senior Java Developer

    1 week ago

    Sunnyvale, California, United States ApTask Full time

    About Client:The Client is a leading global IT services and consulting company, providing a wide range of services to clients in various industries, including banking, financial services, retail, manufacturing, healthcare, and more. It is one of the largest employers in the IT industry and has a vast and diverse workforce. The company places a strong...

  • Chief of Staff, CEO New Sunnyvale, California, United States

    4 weeks ago

    Sunnyvale, California, United States TBWA\Chiat\Day Full time

    Chief of Staff, CEOCeribell is revolutionizing the medical technology industry with its groundbreaking brain monitor for point-of-care seizure triage and treatment. As a rapidly growing venture capital-backed startup, we're seeking a highly skilled Chief of Staff to join our leadership team.Key Responsibilities:Collaborate with the CEO to develop and execute...

  • Project Management Office Lead

    3 weeks ago

    Sunnyvale, California, United States Apple Full time

    Job SummaryApple is seeking a highly skilled and experienced Project Management Office (PMO) Lead to support the Operations project teams. The successful candidate will play a key role in leading the PMO team to drive strategic planning, portfolio management, and governance, as well as supporting individual project requests for support.Key...

  • Electrical Engineer

    4 weeks ago

    Sunnyvale, California, United States Abbott Laboratories Full time

    About Abbott LaboratoriesAbbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals and branded generic medicines.Job SummaryWe are seeking a highly skilled...

  • Chief of Staff, CEO Sunnyvale, California, United States

    2 weeks ago

    Sunnyvale, California, United States TBWA\Chiat\Day Full time

    Job Title: Chief of Staff, CEOCeribell is a rapidly growing venture capital-backed medical technology startup that produces the world's first brain monitor for point-of-care seizure triage and treatment. Our groundbreaking technology enables healthcare providers to test for a suspected seizure and then deliver treatments within minutes.Job SummaryThe Chief...

  • Senior Electrical Engineer

    3 weeks ago

    Sunnyvale, California, United States Abbott Laboratories company Full time

    About Abbott LaboratoriesAbbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals and branded generic medicines.Job SummaryWe are seeking a highly skilled Senior...

  • Cloud Solutions Architect

    2 weeks ago

    Sunnyvale, California, United States HireIO Inc Full time

    Job DescriptionThe Solution Architect (SA) role is a key pre-sales technical position in Cloud's international business division. Our seasoned solution architects offer comprehensive IT knowledge and industry insights when crafting solutions for customers and partners. Solution Architects are ultimately responsible for architecting cloud and data...

  • Executive Assistant to the CEO

    2 days ago

    Sunnyvale, California, United States Ceribell, Inc Full time

    About CeribellCeribell is a pioneering medical technology startup developing innovative solutions for point-of-care seizure triage and treatment. Our groundbreaking technology enables healthcare providers to test for suspected seizures and deliver treatments within minutes.We are a rapidly growing venture capital-backed company with a strong presence in the...

  • Chief of Staff, CEO

    4 weeks ago

    Sunnyvale, California, United States Ceribell, Inc Full time

    About CeribellCeribell is a pioneering medical technology company that has developed the world's first brain monitor for point-of-care seizure triage and treatment. Our innovative technology enables healthcare providers to quickly test for a suspected seizure and deliver treatments within minutes.We are a rapidly growing venture capital-backed startup with a...

  • Strategic Operations Partner

    1 week ago

    Sunnyvale, California, United States Ceribell, Inc Full time

    About CeribellCeribell is a pioneering medical technology company that has developed the world's first brain monitor for point-of-care seizure triage and treatment. Our innovative technology enables healthcare providers to quickly test for a suspected seizure and deliver treatments within minutes.We are a rapidly growing venture capital-backed startup with a...

  • Technical Services Engineer

    1 month ago

    Sunnyvale, California, United States Abbott Laboratories Full time

    About AbbottAbbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals and branded generic medicines. Our 114,000 colleagues serve people in more than 160...

  • Cybersecurity Account Specialist

    2 weeks ago

    Sunnyvale, California, United States Proofpoint Full time

    About the RoleWe are seeking a highly skilled Cybersecurity Account Specialist to join our team at Proofpoint. As a key member of our sales team, you will be responsible for working with our existing customers to identify additional solutions from our portfolio and drive the entire sales process from start to finish.ResponsibilitiesWork with our existing...

  • Senior Electrical Engineer

    2 weeks ago

    Sunnyvale, California, United States Abbott Laboratories company Full time

    About AbbottAbbott is a global healthcare leader that helps people live more fully at all stages of life. Our portfolio of life-changing technologies spans the spectrum of healthcare, with leading businesses and products in diagnostics, medical devices, nutritionals and branded generic medicines. Our 114,000 colleagues serve people in more than 160...

  • Investment Research Associate

    2 weeks ago

    Sunnyvale, Texas, United States Third Bridge Full time

    About Third BridgeThird Bridge is a leading investment research firm that provides integrated solutions for top investors and business leaders. Our superpower lies in combining human insights with unique investor-led content and a global expert network.Job DescriptionThis role is an Associate in Third Bridge's Consulting Clients business. As an Associate,...

  • SAP FICO/FICA Consultant

    1 month ago

    Sunnyvale, United States Fusion Global Solutions Full time

    SAP FICO/FICA Consultant Austin, TX or Sunnyvale CA to work onsite Austin, TX. (Tuesday, Wednesday, Thursday onsite then Monday, Friday remote in a week). 6-12 months contractPrefer Independent Consultants. Job Duties: SAP functional experience specializing in design and configuration of SAP Finance modules. Experience in full implementation of SAP FI...

  • Leasing Consultant

    4 weeks ago

    Sunnyvale, United States Sares Regis Operating Company, L.P. Full time

    Overview: We are growing! Sares Regis Group of Newport Beach, California, is a privately held real estate development, investment and management firm that focuses on commercial properties and multifamily communities in the western U.S. Since its founding in 1993, SRG has developed and acquired more than $7 billion in commercial and residential assets. The...

  • Senior Finance Manager, Investor Relations

    3 weeks ago

    Sunnyvale, Texas, United States Google Full time

    Job SummaryWe are seeking a highly skilled Senior Finance Manager, Investor Relations to join our team at Google. This role will be responsible for providing financial leadership and analytical support to our partners and teams, as well as communicating our financial strategy and performance to the investment community.Key ResponsibilitiesDevelop in-depth...

  • Senior Finance Manager, Investor Relations Expert

    1 month ago

    Sunnyvale, Texas, United States Google Full time

    Job SummaryWe are seeking a highly skilled Senior Finance Manager, Investor Relations to join our team at Google. This role will be responsible for providing financial leadership and analytical support to our core Finance team, as well as mentoring and developing a team of financial experts.Key ResponsibilitiesDevelop in-depth knowledge of Alphabet's...

  • Program Manager

    2 days ago

    Sunnyvale, United States ApTask Full time

    About Client: The Client is a leading global IT services and consulting company, providing a wide range of services to clients in various industries, including banking, financial services, retail, manufacturing, healthcare, and more. It is one of the largest employers in the IT industry and has a vast and diverse workforce. The company places a strong...

  • System QA Engineer

    3 weeks ago

    Sunnyvale, United States ApTask Full time

    About Client: The Client is a leading global IT services and consulting company, providing a wide range of services to clients in various industries, including banking, financial services, retail, manufacturing, healthcare, and more. It is one of the largest employers in the IT industry and has a vast and diverse workforce. The company places a strong...

  • Senior Manager Technical Accounting Advisory

    6 months ago

    Sunnyvale, United States Intuitive Surgical Full time

    Job DescriptionJob DescriptionPrimary Function of PositionThe Senior Manager, Technical Accounting Advisory & Policies plays a critical role in achieving our overall goal of delivering world-class financial reporting. This highly visible role frequently interacts with executive management as part of providing technical accounting advice.This role offers a...

  • Commercial Manager

    2 weeks ago

    Sunnyvale, United States Figure Full time

    Figure is an AI Robotics company developing a general purpose humanoid. Our Humanoid is designed for corporate tasks targeting labor shortages and jobs that are undesirable or unsafe. We are based in Sunnyvale, CA and require 5 days/week in-office collaboration. We are looking for a Commercial Manager. In summary, the role will be to manage a Figure...

  • Sales and Service Overnight

    5 months ago

    Sunnyvale, United States 24 Hour Fitness Full time

    **FULL-TIME** Part-time **LOCATION** 762 Sunnyvale Saratoga Rd Sunnyvale CA 94087 **THIS IS AN OVERNIGHT POSITION** **JOB SUMMARY** The Sales & Service Overnight (SSO) is a member of the Club Operations team that serves the needs of members and guests to create a welcoming, informative, and enjoyable experience. Working a dedicated overnight shift, the SSO...

  • Cybersecurity Account Manager

    1 week ago

    Sunnyvale, CA, United States Proofpoint Full time

    About the RoleWe are seeking a highly skilled Cybersecurity Account Manager to join our team at Proofpoint. As a key member of our sales team, you will be responsible for building and maintaining strong relationships with our existing customers, identifying additional solutions from our portfolio, and driving the entire sales process from start to...

  • Network Proof-of-Concept Engineer

    1 week ago

    Sunnyvale, CA, United States Juniper Networks Full time

    At Juniper Networks, we believe that the network is the single greatest vehicle for knowledge, understanding, and human advancement the world has ever known. To achieve real outcomes, we know that experience is the most important requirement for networking teams and the people they serve. Delivering an experience-first, AI-Native Network pivots on the...

Investment Consultant

2 months ago

Sunnyvale, California, United States Charles Schwab Full time
About the Role

As an Investment Consultant at Charles Schwab, you will have the opportunity to learn and grow within our Branch Network at the ground floor. This role provides the exposure and experience required to advance in this challenging space. You'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.

Key Responsibilities
  • Build and maintain relationships with existing clients to identify and meet their financial needs
  • Develop and implement comprehensive financial plans to help clients achieve their goals
  • Stay up-to-date on industry trends and product offerings to provide expert advice to clients
  • Collaborate with other financial professionals to deliver unparalleled value and service to clients
Requirements
  • A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)
  • A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)
  • A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment)
  • 2 years of experience in the financial services industry
  • Ability to leverage Business development experience
  • Passion for gaining knowledge of brokerage/banking products and services
  • Openness to build strong client relationships
What We Offer

At Charles Schwab, we're committed to empowering our employees' personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you'll get the tools you need to make a positive difference in the finance industry. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.

We offer a competitive benefits package that takes care of the whole you – both today and in the future:

  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance