Current jobs related to Financial Consultant - Huntington Beach, California - Charles Schwab

  • Financial Consultant

    1 month ago

    Huntington Beach, California, United States Charles Schwab Full time

    Join Our Team as a Financial ConsultantWe are seeking a highly motivated and experienced Financial Consultant to join our team at Charles Schwab. As a Financial Consultant, you will be responsible for providing financial guidance and wealth management advice to our clients.Key Responsibilities:Provide financial planning and wealth management advice to...

  • Financial Consultant

    1 month ago

    Huntington Beach, California, United States Charles Schwab Full time

    Unlock Your Potential as a Financial Consultant at Charles SchwabAt Charles Schwab, we're committed to empowering our employees' personal and professional success. As a Financial Consultant, you'll play a vital role in helping clients achieve their financial goals and build lasting relationships built on trust and respect.As a key member of our branch team,...

  • Accounting Manager

    6 days ago

    Huntington Beach, California, United States RES Consultant Group Full time

    Accounting Manager Job DescriptionWe are seeking a highly skilled Accounting Manager to join our team at RES Consultant Group. The ideal candidate will have a strong background in accounting principles, practices, and standards, as well as excellent communication and leadership skills.Key Responsibilities:Manage and oversee client accounting assignments and...

  • Accounting Manager

    2 weeks ago

    Huntington Beach, California, United States RES Consultant Group Full time

    Job SummaryWe are seeking a highly skilled Accounting Manager to join our team at RES Consultant Group. As a key member of our accounting team, you will be responsible for managing client accounting assignments and projects, building relationships with clients, and providing expert training and consulting services.Key Responsibilities:Manage and oversee...

  • Accounting Manager

    2 weeks ago

    Huntington Beach, California, United States RES Consultant Group Full time

    Are you a seasoned accounting professional looking for a new challenge? We have an exciting opportunity for a Remote Accounting Manager to join our team at RES Consultant Group. Our client, a fast-growing boutique accounting firm, is seeking a highly skilled and experienced accounting professional to lead their client accounting assignments and projects.As a...

  • Financial Consultant

    1 month ago

    Seal Beach, California, United States Charles Schwab Full time

    Unlock Your Potential as a Financial Consultant at Charles SchwabAt Charles Schwab, we empower our employees to make a meaningful impact on their careers and the finance industry. As a Financial Consultant, you'll play a vital role in helping clients achieve their financial goals while forming lasting relationships built on trust and respect.As a member of...

  • Financial Consultant

    1 week ago

    Newport Beach, California, United States Fidelity TalentSource LLC Full time

    Job Summary:Fidelity TalentSource LLC is seeking a skilled Financial Consultant to join our team. As a Financial Consultant, you will engage face-to-face with clients, offering guidance and personalized planning, while helping extend the reach of the firm's brand.About the Role:This is an exciting opportunity to work in our Investor Center, where you will...

  • Senior Financial Consultant

    2 weeks ago

    Newport Beach, California, United States Charles Schwab Full time

    Unlock Your Potential as a Schwab Financial ConsultantAre you ready to take your career to the next level and make a meaningful impact in the lives of our clients? As a Schwab Financial Consultant, you will be part of a dynamic team of professionals who are dedicated to delivering exceptional wealth management and financial planning services.As a key member...

  • Treasury Consultant

    3 weeks ago

    Newport Beach, California, United States BMO Financial Group Full time

    About the RoleWe are seeking a highly skilled Treasury Consultant to join our team at BMO Financial Group. As a key member of our team, you will be responsible for providing expert advice and guidance on treasury and risk management strategies to our clients.Key ResponsibilitiesDevelop and implement treasury and risk management strategies to maximize returns...

  • Client Relationship Consultant

    3 weeks ago

    Huntington Beach, California, United States U.S. Bank Full time

    Job Title: Client Relationship ConsultantAt U.S. Bank, we're committed to helping our customers and businesses achieve their financial goals. As a Client Relationship Consultant, you'll play a key role in building strong relationships with our clients, providing them with expert guidance and support to help them make informed financial decisions.Key...

  • Client Relationship Consultant

    1 month ago

    Huntington Beach, California, United States U.S. Bank Full time

    About the RoleAt U.S. Bank, we're committed to helping our customers and businesses achieve their financial goals. As a Client Relationship Consultant, you'll play a key role in building strong relationships with our clients, providing them with expert guidance and support to help them make informed financial decisions.Key ResponsibilitiesBuild and maintain...

  • Investment Consultant

    2 weeks ago

    Huntington Beach, California, United States Charles Schwab Full time

    Unlock Your Potential as an Investment Consultant at Charles SchwabAt Charles Schwab, we're committed to empowering our employees' personal and professional growth. As an Investment Consultant, you'll have the opportunity to learn and develop within our Branch Network, laying the foundation for a successful career in financial consulting.This role provides...

  • Senior Financial Consultant

    2 weeks ago

    Newport Beach, California, United States Charles Schwab Full time

    Unlock Your PotentialAt 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.We're seeking a skilled Financial Consultant to join our team. As a key member...

  • Packaging Consultant

    2 weeks ago

    Huntington Beach, California, United States Berlin Packaging LLC Full time

    Job OverviewBerlin Packaging LLC is seeking a highly skilled and motivated Packaging Consultant to join our team. As a key member of our sales team, you will be responsible for maximizing sales and profitability through prospecting, business retention, and account development.Key ResponsibilitiesProspect and secure new customers to build and grow a book of...

  • Financial Services Professional

    2 weeks ago

    Long Beach, California, United States Financial Partners Credit Union Full time

    Job SummaryThis role involves providing personalized financial advice and solutions to empower members to achieve their financial goals. The Financial Consultant will conduct thorough analysis of members' financial status, risk tolerance, and life stages to offer tailored non-deposit investment solutions.Key Responsibilities:Financial Planning and Analysis:...

  • Senior Vice President, Financial Consultant

    1 week ago

    Newport Beach, California, United States CFA Institute Full time

    We are seeking a skilled Financial Consultant to join our team at Schwab. As a Financial Consultant, you will be responsible for providing wealth management and financial planning advice to our clients.You will be part of a diverse national network of skilled Financial Consultants, who are crafting and growing their practices while driving successful...

  • Client Relationship Consultant

    2 months ago

    Huntington Beach, California, United States U.S. Bank Full time

    About the RoleAt U.S. Bank, we're committed to delivering exceptional customer experiences. As a Client Relationship Consultant, you'll play a key role in building strong relationships with our customers, providing personalized guidance and support to help them achieve their financial goals.Key ResponsibilitiesDevelop and maintain relationships with...

  • Senior Financial Consultant

    1 week ago

    Newport Beach, California, United States CFA Institute Full time

    Position Overview:We are seeking a skilled Financial Consultant to join our team at CFA Institute. As a Financial Consultant, you will be responsible for providing wealth management and financial planning advice to existing Schwab clients.Key Responsibilities:Provide financial planning and wealth management advice to clientsGrow your practice through client...

  • VP, Financial Consultant- Seal Beach, CA

    4 weeks ago

    Seal Beach, California, United States Charles Schwab Full time

    About the RoleWe are seeking a highly skilled and motivated Financial Consultant to join our team at Charles Schwab. As a Financial Consultant, you will be responsible for providing financial guidance and wealth management advice to our clients, helping them achieve their financial goals and objectives.Key ResponsibilitiesProvide financial planning and...

  • West Virginia Hematology Oncology Faculty Position

    4 weeks ago

    Huntington Beach, California, United States Pinnacle Health Group Full time

    Exceptional Opportunity in Hematology OncologyPinnacle Health Group is seeking a talented Hematology Oncology physician to join our esteemed team in West Virginia. As a faculty member, you will have the opportunity to contribute to our established clinical trial and research program, while also participating in teaching and mentoring of HEM/ONC Fellows.About...

Financial Consultant

2 months ago

Huntington Beach, California, United States Charles Schwab Full time
Job Summary

We are seeking a highly motivated and experienced Financial Consultant to join our team at Charles Schwab. As a Financial Consultant, you will be responsible for providing financial guidance and wealth management services to our clients.

Key Responsibilities
  • Provide financial planning and investment advice to clients
  • Develop and implement comprehensive financial plans for clients
  • Build and maintain strong relationships with clients
  • Stay up-to-date on market trends and economic conditions
  • Collaborate with other financial professionals to provide a holistic approach to client wealth management
Requirements
  • Valid and active FINRA Series 7 license
  • Ability to obtain or acquire FINRA Series 66 (63/65) license and Life & Health Insurance
  • Strong communication and interpersonal skills
  • Ability to work in a team environment
  • Passion for serving clients and providing exceptional customer service
What We Offer
  • Competitive salary and bonus opportunities
  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance
About Us

At Charles Schwab, we are 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.