UNKNOWN

ADAPTED_NOW

The following are helpful, but not required: • Experience distributing managed accounts, separately managed accounts, wrap programs, asset management solutions or related wealth management offerings. The Wealth & Asset Management Solutions (WAMS) team, part of Wealth & Advice Solutions (WAS), distributes and supports proprietary and selected third-party asset management products and services across multiple channels.

The Charles Schwab Corporation is a leading provider of financial services, with more than 300 offices. Through its operating subsidiaries, the company provides a full range of securities brokerage, banking, money management and financial advisory services to individual investors and independent investment advisors. Named "Highest in Investor Satisfaction with Self-Directed Services" by J.D. Power and Associates in 2009, its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member <a href="http://www.sipc.org/" target="_blank">SIPC</a>) affiliates offer a complete range of investment services and products including an extensive selection of mutual funds; financial planning and investment advice; retirement plan and equity compensation plan services; referrals to independent fee-based investment advisors; and custodial, operational and trading support for independent, fee-based investment advisors through Schwab Advisor Services. The Charles Schwab Bank (member FDIC) provides banking and mortgage services and products. To meet the needs of our clients, we are actively recruiting people with the desire, drive and creativity to find solutions that help meet our clients' needs; who want the chance to learn, grow with the company and explore their career opportunities; who will strive for excellence in achieving our clients' and our company's goals; who have the highest ethical standards - individuals who take pride in making a difference in people's lives.

Charles Schwab

Regional Director, Wealth and Asset Management

Ivy Exec

FEED

There is a different range applicable to specific work locations, within the San Francisco Bay area and New York City metropolitan area, and the base pay range for this role in those locations is USD $113,300 - $187,400 per year. Security is one of the fastest-growing segments in enterprise technology, and customers are increasingly looking for unified solutions that help them reduce risk, simplify operations, and demonstrate measurable outcomes.

YEAR

DO WHAT YOU LOVE Make your mark on the world’s most used technologies. Develop the next hit mobile application. Pioneer a startup that could be the next big thing. At Microsoft, you choose your path. Headquartered in Redmond, Washington, Microsoft is a top innovator in both the consumer and enterprise technology industry. Just a few of the many things our products do are unleash creativity, connect businesses, and make learning more fun. But our continued success is based on one thing: our employees. We hire amazing, talented people and give them the opportunities—and the tools—to succeed. WHY MICROSOFT? As a Microsoft employee, you’re surrounded by a diverse group of the smartest people in your field. This fosters new ideas, better business results, and creates a dynamic work environment. In the office, you’re constantly challenged and supported by your colleagues. Every day holds something new and exciting. We also offer unparalleled depth and breadth of career opportunities. As an industry leader in multiple fields, working for Microsoft means being able to do whatever you feel passionate about—and being able to make an impact in that field. From day one, we give our employees significant responsibility. This means that you’ll know that you directly contributed to something that has a positive impact on people worldwide. Whether you choose to work in management, dive deep into the newest technology, or explore multiple professions, you’ll find everything you need at Microsoft to drive your career—and to make a difference. WE GET IT – YOU’RE MORE THAN YOUR JOB Everyone works differently and is motivated by different things. We also understand that there’s more to you than your job. That’s why we offer competitive pay and a wide assortment of benefits-- to help you make the most of life at work and away from it. GET THE BALL ROLLING

Microsoft Corp

Business Planner

as a representative of the Department; Confers with various entities including scientists, engineers, regulators, Habitat Agency staff, etc. to plan or review projects; Collaborates with the Park Planning Division and affected staff to plan production activities; Designs and coordinates successive phases of problem analysis and solution proposals; Prepares and administers budgets and financial reports; Assists in the research and preparation of grant applications; Provides stewardship for plant or animal resources or habitats; studies land use, monitors animal populations/ resources; Completes California Environmental Quality Act (CEQA)/ National Environmental Policy Act (NEPA) permit applications from regulatory agencies; Develops and maintains databases, Geographic Information System (GIS) maps and data records related to tracking and monitoring the progress of assigned projects; Develops user manuals, checklists and internal procedural memos; May be assigned as a Disaster Service Worker, as required; Performs other related duties as assigned. Knowledge of: Basic aims, trends, concepts, principles, techniques and legal aspects of city and regional planning, zoning administration and regional habitat conservation plans; Species, natural communities, ecosystems, ecosystem processes and their conservation needs in Santa Clara County; Wildlife and vegetation monitoring/surveying techniques; Implications of physical, economic, aesthetic and social factors involved in city and regional planning including the development of urban and suburban environments; Governmental organization operations and community interrelationships; Research and statistical methods; Computer applications, such as word processing, spreadsheets, databases and geospatial software; Socioeconomic trends, land use and development patterns as they relate to natural resources; Cartographic and infographic design skills; Publishing geospatial data and maps to the Web.

County of Santa Clara

Parks Natural Resource Planner

Demand Planner goes beyond managing forecasts by connecting commercial strategy, market trends, and operational execution to drive smarter, faster decisions. This role plays a central part in the S&OP process, translating commercial strategy into an executable demand plan that supports revenue growth, inventory optimization, and service excellence.

Bradshaw Home Inc

Senior Demand Planner

US - CA - Berkeley - 2129 Shattuck Ave - BERKELEY MAIN OFFICE (CA4112), US - CA - El Cerrito - 10422 San Pablo Ave - EL CERRITO BC (CA4135), US - CA - Oakland - 303 Hegenberger Rd - OAKLAND INDUSTRIAL CENTER BC (CA4141), US - CA - Oakland - 496 Lake Park Ave - GRAND LAKE BC (CA4128), US - CA - Richmond - 4800 MACDONALD AVE - MIRA VISTA BC (CA4124). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.

Bank of America

Financial Solutions Advisor - Greater Oakland Area

US - CA - Alhambra - 160 E Main St - ALHAMBRA MAIN OFFICE (CA8108), US - CA - Alhambra - 444 E Valley Blvd - VALLEY-ALMANSOR BC (CA8156), US - CA - Altadena - 735 E Altadena Dr (CA9155), US - CA - Arcadia - 1234 S Baldwin Ave - WEST ARCADIA BC (CA9107), US - CA - El Monte - 10426 Lower Azusa Rd - MIDWAY CENTER BC (CA8147), US - CA - El Monte - 11138 Main St - EL MONTE BC (CA8110), US - CA - Monterey Park - 110 W Garvey Ave - MONTEREY PARK BC (CA8163), US - CA - Monterey Park - 300 N Atlantic Blvd - ATLANTIC-GARVEY BC (CA8201), US - CA - Pasadena - 145 W California Blvd - CALIF AND PASADENA BC (CA9183), US - CA - Pasadena - 3555 E Foothill Blvd - FOOTHILL-ROSEMEAD BC (CA8151), US - CA - Pasadena - 880 E Colorado Blvd - Lake-colorado (CA9110), US - CA - Rosemead - 8856 Valley Blvd - ROSEMEAD BC (CA8154), US - CA - San Gabriel - 102 E Las Tunas Dr - SAN GABRIEL BC (CA8132), US - CA - San Marino - 2180 Huntington Dr - SAN MARINO BC (CA8170), US - CA - South Pasadena - 929 Fair Oaks Ave - SOUTH PASADENA BC (CA9164), US - CA - Temple City - 9545 Las Tunas Dr - TEMPLE CITY BC (CA8162). Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products.

Financial Solutions Advisor - West San Gabriel Valley

Through this structured, immersive multi-month training program, participants will gain a comprehensive understanding of Pathstone's integrated wealth management platform, including Investment Research & Portfolio Construction, Financial Planning & Professional Services, Business Development & Practice Management, and Client Advisory & Relationship Management. Our services include investment advisory, as well as integrated planning and coordination across key areas such as tax strategy, risk management guidance, wealth and estate planning support, philanthropic planning, and family governance - helping clients navigate complexity and make informed decisions aligned with their goals.

Pathstone Family Office

Vice President, Client Advisory

To ensure your safety and help you navigate your job search with confidence, please keep the following critical points in mind: No Financial Requests: Anduril will never solicit payment or demand personal financial details (such as banking information, credit card numbers, or social security numbers) at any stage of our hiring process. The Demand & Supply Planning team is responsible for planning and sourcing of materials to support rapidly iterating and building of cutting-edge defense hardware, including static equipment, mobile ground equipment, and flight vehicles.

ANDURIL INDUSTRIES

Material Planner

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To ensure your safety and help you navigate your job search with confidence, please keep the following critical points in mind: No Financial Requests: Anduril will never solicit payment or demand personal financial details (such as banking information, credit card numbers, or social security numbers) at any stage of our hiring process. This third-party service provider provides risk-intelligence services that may include analysis of sanctions and watchlists, adverse media, public-record information, and other lawful open-source or commercial data sources.

Industrial Space Planner

As an ABM, you are on a direct path to become a Branch Manager, a critical leader role within our Investor Services organization, which is responsible for helping individuals and families with their financial goals, including retirement planning, charitable giving, estate planning, active investing or managing banking and lending needs. In more than 300 branch offices in 45 U.S. states, you''ll find Branch Managers leading and coaching their teams as they work directly with our clients to achieve their financial goals.

The Charles Schwab Corp

VP, Assistant Branch Manager Century City, CA

Building an increasingly robust tax practice, including growing the consulting team and instilling best practices across tax professionals, keeping abreast of new trends and best practices in the tax landscape and taking the initiative in thought leadership, innovation, and creativity. As a Senior Manager, Tax Advisory & Planning on the Advanced Planning Strategies team, you''ll play a pivotal role by helping clients with strategies that will help them reduce the impact of taxes so they can save more and accomplish their long-term financial goals.

Edelman Financial Engines LLC

Sr. Manager, Tax Advisory & Planning

We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law. Responsibilities: Educating and promoting the benefits of fee-based business, facilitating adoption of the firm's advisory technology, introducing appropriate investment managers based on the client's needs, and helping those advisors grow their overall advisory businesses.

Osaic Inc

Vice President, Regional Advisory Consultant West

VP, Assistant Branch Manager Cupertino, CA

Most of the Business Development Officer''s time will be spent engaging potential investors of the offer, internal partners, and clients of SWA as we seek to meet each investor's needs with the best-in-class services of Charles Schwab. What you are good at: The Business Development Officer, Schwab Wealth Advisory role will help promote, retain and delight clients of Schwab's premier wealth management solution, Schwab Wealth Advisory (SWA).

Business Development Officer, Schwab Wealth Advisory

The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network. The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.

Pure Financial Advisors Inc

Client Relations / Front Office Specialist

Recognized 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.

Edelman Financial Engines

Client Service Associate

Provide tax consulting for clients, including U.S. residents, businesses, and cross-border clients entering or operating in the U.S. - Develop tax-efficient strategies leveraging real estate, insurance, and financial products. This position focuses on U.S. individual and corporate tax consulting, cross-border tax planning, tax-efficient strategies using financial products, and advanced estate planning through trusts.

DHD Consulting

Senior Associate / Manager

Anduril Industries Inc

As a Senior Architect for ServiceNow SPM, EA, and ITx, you will serve as the senior architectural authority across the planning-to-execution span of the platform: Strategic Portfolio Management (SPM), Enterprise Architecture (EA), and the core IT workflow products covering IT Service Management (ITSM), IT Operations Management (ITOM), and IT Asset Management (ITAM). At least 6 full-lifecycle ServiceNow implementations in the role of technical lead, solution architect, or enterprise architect, including delivery experience in at least three of Strategic Portfolio Management, Enterprise Architecture, IT Service Management, IT Operations Management, and IT Asset Management.

Slalom Inc

Senior Architect - ServiceNow SPM EA ITx

1919 Investment Counsel has a team of portfolio managers, research analysts and client service professionals that work together to construct investment portfolios that are tailored to each client's specific needs and objectives and to deliver tailored solutions that preserve, build and manage wealth for 1919 Investment Counsel's clients. Comprehensive knowledge of wealth management industry products and services.• Ability to distill financial planning and investment strategies into an effective client presentation.•

Financial Planner Jobs in California

Regional Director, Wealth and Asset Management Charles Schwab

Business Planner Microsoft Corp

Parks Natural Resource Planner County of Santa Clara

Senior Demand Planner Bradshaw Home Inc

Financial Solutions Advisor - Greater Oakland Area Bank of America

Financial Solutions Advisor - West San Gabriel Valley Bank of America

Vice President, Client Advisory Pathstone Family Office

Material Planner ANDURIL INDUSTRIES

Industrial Space Planner ANDURIL INDUSTRIES

VP, Assistant Branch Manager Century City, CA The Charles Schwab Corp

Sr. Manager, Tax Advisory & Planning Edelman Financial Engines LLC

Vice President, Regional Advisory Consultant West Osaic Inc

VP, Assistant Branch Manager Cupertino, CA The Charles Schwab Corp

Business Development Officer, Schwab Wealth Advisory The Charles Schwab Corp

Client Relations / Front Office Specialist Pure Financial Advisors Inc

Client Service Associate Edelman Financial Engines

Senior Associate / Manager DHD Consulting

Industrial Space Planner Anduril Industries Inc

Senior Architect - ServiceNow SPM EA ITx Slalom Inc

Client Advisor Stifel Financial Corp

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