Senior Financial Consultant
22 hours ago
As a Senior Financial Advisor, you will be responsible for managing and maintaining relationships with clients by earning their trust, thoroughly understanding their needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience.
You will drive business results and acquire new assets, both from the existing client base and new client acquisition. You will advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit, and banking needs.
You will partner with internal specialists to provide interdisciplinary expertise to clients when needed. You will connect your clients across all lines of business and ensure that proposed solutions fulfill clients' needs and objectives in the short, medium, and long term through a holistic goals-based planning approach.
You will strictly adhere to all risk and control policies, regulatory guidelines, and security measures.
QualificationsTo be successful in this role, you will need to be an energetic and entrepreneurial business builder who thrives and excels in a competitive industry. You will be proactive, take initiative, and use critical thinking to solve problems.
You will focus on the client experience and work tirelessly on the client's behalf. You will have proven sales success and strong business acumen. You will be a dynamic and credible professional who communicates with clarity and has exceptional presentation skills.
You will demonstrate strong organizational skills and apply a disciplined and organized approach throughout your business. You will have a strong community presence with an established network.
You will have experience or demonstrated understanding of investments, wealth planning, credit, and banking concepts. You will have experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity, and Real Estates.
Position RequirementsTo be considered for this role, you will need to have six plus years of work experience in the Private Banking or Financial Services industry. You will need to have a Bachelor's degree, with an MBA, JD, CFA, or CFP preferred. You will need to have Series 7 & 66 licenses required for the position.
", "Company": "Rival Sourcing LLC"}-
Financial Consultant Partner
4 weeks ago
Walnut Creek, California, United States Charles Schwab Full timeAbout the RoleAs a Financial Consultant Partner at Charles Schwab, you will play a key role in deepening client relationships and uncovering business development opportunities. You will work closely with Senior Financial Consultants to support the growth and management of an affluent wealth management practice.Key ResponsibilitiesDevelop and maintain strong...
-
Senior Consultant
1 week ago
Walnut Creek, California, United States CBIZ Full timeJob Title: Senior ConsultantCBIZ is seeking a highly skilled Senior Consultant to join our team. As a Senior Consultant, you will be responsible for providing expert advice and guidance to clients in the area of financial services.Key Responsibilities:Review and provide feedback on consultant work productManage all aspects of project completion, including...
-
Senior Financial Consultant
3 weeks ago
Walnut Creek, California, United States Rival Sourcing LLC Full timePrivate Wealth AdvisorRival Sourcing LLC is seeking a highly skilled and experienced Private Wealth Advisor to join our team. As a key member of our financial services team, you will be responsible for managing and maintaining relationships with clients, providing targeted advice, and delivering exceptional client experiences.Key Responsibilities:Manage and...
-
Senior Geologist Consultant
2 weeks ago
Walnut Creek, California, United States Environmental Resources Management Full timeSenior Geologist ConsultantERM is seeking a highly experienced Senior Geologist Consultant to join our Site Investigation & Remediation technical team in Walnut Creek or Sacramento, CA. In this role, you will provide project management and senior technical assistance on site investigation, remediation, and environmental construction projects for clients...
-
Senior Geologist Consultant
4 weeks ago
Walnut Creek, California, United States ERM Full timeSenior Geologist ConsultantWe are seeking a highly skilled Senior Geologist Consultant to join our Site Investigation & Remediation technical team in Walnut Creek or Sacramento, CA. As a Senior Geologist Consultant, you will provide project management and technical assistance on site investigation, remediation, and environmental construction projects for...
-
Senior Financial Analyst
3 weeks ago
Walnut Creek, California, United States The Arcticom Group Full timeSenior Financial AnalystThe Arcticom Group is a leading provider of commercial and industrial mechanical services in North America. We are committed to being an employer of choice, offering competitive compensation and benefits to our employees.Job SummaryWe are seeking a highly skilled Senior Financial Analyst to join our finance team. The successful...
-
Business Risk Consultant
5 hours ago
Walnut Creek, California, United States Factory Mutual Insurance Company Full timeJob Title: Business Risk ConsultantOverview:Factory Mutual Insurance Company is a leading provider of property insurance solutions to the world's largest businesses. Our team of experts helps clients mitigate risks and maintain business continuity through cutting-edge loss-prevention engineering, risk management skills, and tailored risk transfer...
-
Senior Geologist Consultant
1 month ago
Walnut Creek, California, United States ERM Full timeSenior Geologist ConsultantWe are seeking a highly skilled Senior Geologist Consultant to join our Site Investigation & Remediation technical team in California. As a senior-level professional, you will provide project management and technical expertise on site investigation, remediation, and environmental construction projects for clients locally and...
-
Senior Geologist Consultant
20 hours ago
Walnut Creek, California, United States Environmental Resources Management Full timeJob Title: Senior Geologist ConsultantWe are seeking a highly skilled Senior Geologist Consultant to join our team at Environmental Resources Management. As a key member of our Site Investigation & Remediation technical team, you will be responsible for providing project management and senior technical assistance on site investigation, remediation, and...
-
Senior Business Development Consultant
2 days ago
Walnut Creek, California, United States AAA Northern California, Nevada & Utah Full timeJob Title: Senior Business Sales ConsultantWe are seeking a highly motivated and experienced Senior Business Sales Consultant to join our team at AAA Northern California, Nevada & Utah. As a Senior Business Sales Consultant, you will be responsible for identifying and pursuing new business opportunities in the small-market business segment.Key...
-
Senior Financial Analyst
18 hours ago
Walnut Creek, California, United States BASS Medical Group Full timeSenior Accountant Job DescriptionWe are seeking a highly skilled Senior Accountant to play a key role in helping BASS Medical Group make informed business decisions and provide accurate financial information to our stakeholders.Key Responsibilities:Manage the monthly/quarterly close process, review/prepare the monthly flux analysis, and ensure timely...
-
Senior Archaeological Consultant
1 day ago
Walnut Creek, California, United States Stantec Full timeAbout the RoleAt Stantec, we're committed to delivering exceptional results for our clients and communities. As a Senior Archaeological Consultant, you'll play a critical role in leading our cultural resources team and driving project success.Key ResponsibilitiesCoordinate fieldwork and compliance documents for various utilities programsPrepare and provide...
-
Senior Financial Planning Specialist
3 weeks ago
Walnut Creek, California, United States Destination Wealth Management Full timeSenior Internal Financial PlannerDestination Wealth Management is a rapidly growing Wealth Management firm seeking a Senior Internal Financial Planner to join our team.This is a unique opportunity for a seasoned financial planning professional to work in a team-based structure, interacting with a wide range of clients and contributing to the growth and...
-
Senior Underwriter
2 weeks ago
Walnut Creek, California, United States Chubb Full timeJob Title: Senior Underwriter - Financial InstitutionsChubb is seeking a highly motivated and experienced Senior Underwriter to join our team. As a Senior Underwriter, you will be responsible for managing a renewal book and generating new business in the Financial Institutions sector.Key Responsibilities:Underwrite new and renewal P&C business for Financial...
-
Senior Geologist Consultant
3 weeks ago
Walnut Creek, California, United States The ERM International Group Limited Full timeJob Title: Managing Consultant, GeologistWe are seeking a highly skilled and experienced Managing Consultant, Geologist to join our Site Investigation & Remediation technical team in Walnut Creek or Sacramento, CA. As a key member of our team, you will provide project management and senior technical assistance on site investigation, remediation, and...
-
Senior Archaeological Consultant
1 day ago
Walnut Creek, California, United States Stantec Full timeArchaeological Consultant OpportunityAt Stantec, we're committed to delivering exceptional results for our clients and the communities they serve. As an Archaeological Consultant, you'll play a critical role in shaping the future of our environment.Key Responsibilities:Coordinate fieldwork and compliance documents for various utilities programsPrepare and...
-
Senior Business Development Consultant
21 hours ago
Walnut Creek, California, United States AAA Northern California, Nevada & Utah Full timeJob SummaryWe are seeking a highly motivated and experienced Senior Business Development Consultant to join our team at AAA Northern California, Nevada & Utah. This senior-level position will focus on identifying and pursuing small-market business opportunities, assessing customer needs, and designing solutions for access control, fire, life safety,...
-
Financial Planner
4 weeks ago
Walnut Creek, California, United States Destination Wealth Management Full time{"h1": "Senior Financial Planner Position at Destination Wealth Management", "p": "We are seeking a highly skilled and experienced Senior Financial Planner to join our team at Destination Wealth Management. As a Senior Financial Planner, you will play a key role in maintaining and adding value to existing client relationships, as well as interacting with...
-
Senior Relationship Strategist
4 weeks ago
Walnut Creek, California, United States PNC Financial Services Group Full timeJob DescriptionPNC Financial Services Group is seeking a highly skilled Senior Relationship Strategist to join our team. As a key member of our organization, you will be responsible for developing and executing strategies to acquire and retain high net worth and ultra high net worth clients.Key ResponsibilitiesLead or support client management activities...
-
Senior Relationship Strategist
4 weeks ago
Walnut Creek, California, United States PNC Financial Services Group Full timeJob DescriptionPNC Financial Services Group is seeking a highly skilled Senior Relationship Strategist to join our team. As a key member of our organization, you will be responsible for developing and executing strategies to acquire and retain high net worth and ultra high net worth clients.Key ResponsibilitiesLead client management activities with clients...