NewVP, Financial Consultant Charles SchwabVP, Financial ConsultantBrea, CAOpenness to manage wealth on behalf of our clientsincluding:Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. • Strong candidates will also learn toleverageour team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help yourclient’sprogress toward achieving their goals.
SEC/Technical Accounting Consultant Vaco LLCSEC/Technical Accounting ConsultantSan Diego, CA$80–$100 / hourDetermining compensation for this role (and others) at Vaco by Highspring depends upon a wide array of factors including but not limited to: the individual’s skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. With that said, as required by local law, Vaco by Highspring believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure.
Organizational Change Management Consultant TPI Global SolutionsOrganizational Change Management ConsultantAlhambra, CAThe PM determines appropriate products or services with clients or customers to define project scope, requirements and deliverables; develops, modifies or provides input to project plans; implements project plans to meet objectives; coordinates and integrates project activities; manages, leads or administers project resources; monitors project activities and resources to mitigate risk; implements or maintains quality assurance processes; makes improvements, solves problems or takes corrective action when problems arise; gives presentations or briefings on all aspects of the project; participates in phase, milestone and final project reviews; identifies project documentation requirements or procedures; and develops and implements project schedules and release plans. Skills RequiredThe PM will possess knowledge and experience in customer service; decision making; flexibility; interpersonal skills; leadership; organizational awareness; problem solving, reasoning; team building; oral communication, speaking and writing; business process reengineering; capital planning and investment assessment; contracting/procurement; cost-benefit analysis; financial management; planning and evaluating; project management; quality assurance; requirements analysis and risk management; configuration, data, and information management; information resources strategy and planning; information technology architecture; information technology performance assessment; infrastructure design; systems integration; systems life cycle; and technology awareness.
NewPortfolio Strategist Charles SchwabPortfolio StrategistSan Francisco, CAIn this role,you’llgather relevant facts, clarify transitionobjectives, evaluate portfolio scenarios, and prepare analysis that helps clients assess potential trade-offs, including estimated realized gains or losses, risk considerations, portfolio characteristics, and transition implications. As a Portfolio Strategist on the Portfolio Transition Services team,you’llhelp clients and relationship owners better understand the potential tax, risk, cost, and portfolio considerations involved in transitioning existing holdings into managed investing strategies.
NewInvestment Consultant Upland, CA The Charles Schwab CorpInvestment Consultant Upland, CAUpland, CAApply active listening and thoughtful questioning to align solutions to client goals • Build relationship management skills through timely, accurate, client-focused support • Manage priorities effectively across outreach, follow-up, and administrative work • Demonstrate resilience and motivation in achieving individual and team goals • Collaborate with Financial Consultants and branch leaders to enhance client experience • Take ownership of your learning, results, and professional growth. You'll develop core consulting skills through proactive client outreach, needs-based conversations, and solution positioning-while learning alongside experienced Financial Consultants who provide coaching, mentoring, and real-time feedback.
Investment Consultant Los Gatos, CA The Charles Schwab CorpInvestment Consultant Los Gatos, CALos Gatos, CAApply active listening and thoughtful questioning to align solutions to client goals• Build relationship management skills through timely, accurate, client-focused support• Manage priorities effectively across outreach, follow-up, and administrative work• Demonstrate resilience and motivation in achieving individual and team goals• Collaborate with Financial Consultants and branch leaders to enhance clientexperience• Take ownership of your learning, results, and professional growth. The expertise you bring: A valid and active FINRA Series 7 license required • Currently hold or obtain the FINRA Series 66 (63/65) license and Life & Health Insurance, both of which are required for this role.• Relevant experience in financial services or a similar client-facing, sales, or advisory environment preferred.
Investment Consultant II - Merrill Premium Bank of AmericaInvestment Consultant II - Merrill PremiumRiverside, CaliforniaThe registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions. This includes our commitment to being inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Investment Consultant Soquel, CA The Charles Schwab CorpInvestment Consultant Soquel, CASoquel, CAYou'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. Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing.
Private Wealth Management Investment Consultant Team Chief Operating Officer Morgan StanleyPrivate Wealth Management Investment Consultant Team Chief Operating OfficerBeverly Hills, CA$68,000–$120,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The Team COO will be responsible for enhancing team capacity, managing the client service model, ensuring the execution of new business initiatives and marketing, implementing client investment strategies, and monitoring FA / PWA team compensation.
Investment Consultant (External Wholesaler) City National BankInvestment Consultant (External Wholesaler)CARemote$101,231–$172,355 / yearWorking knowledge of financial planning, investment and/or HNW economic issues (aka "continual learner") and the ability to apply principal techniques of portfolio management, along with excellent communication skills to effectively interface with clients and investment colleagues. Working knowledge of portfolio management, including knowledge of investment techniques and asset allocation, investment research, capital market behaviors, and financial instruments generally acquired through years of investment and /or HNW related experience.
Investment Consultant - Relationship Manager Morgan StanleyInvestment Consultant - Relationship ManagerSan Francisco, CA$68,000–$135,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. Relationship Managers have access to a full range of wealth building, managing, and preserving services throughout the Firm that they will offer to the clients of the Financial Advisor teams they join.
NewInvestment Consultant - Portfolio Management Specialist Morgan StanleyInvestment Consultant - Portfolio Management SpecialistNewport Beach, CA$68,000–$120,000 / yearOur values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren't just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. The Portfolio Manager Specialist is a senior level position on a FA/PWA team that is responsible for the development, maintenance and oversight of the investment strategy and asset allocation for clients serviced by the team.
Investment Consultant - Fund Sponsor Consulting Group CallanInvestment Consultant - Fund Sponsor Consulting GroupSan Francisco, CaliforniaClient Responsibilities: Work as part of a consulting team on existing client relationships, developing client work plans, attending regular meetings, and marshalling resources to deliver customized, best-in-class work in asset allocation, manager structure, selection, monitoring, and ongoing education. Our goal is to identify a candidate with consulting experience and investment knowledge, intellectual curiosity, a genuine interest in capital markets, and a true appreciation for the value of building strong, trusted relationships with clients and colleagues.
Senior Investment Consultant - Fund Sponsor Consulting Group CallanSenior Investment Consultant - Fund Sponsor Consulting GroupSan Francisco, CaliforniaClient Responsibilities: Work as part of a consulting team on existing client relationships, developing client work plans, attending regular meetings, and marshalling resources to deliver customized, best-in-class work in asset allocation, manager structure, selection, monitoring, and ongoing education. Our goal is to identify a candidate with consulting experience and investment knowledge, intellectual curiosity, a genuine interest in capital markets, and a true appreciation for the value of building strong, trusted relationships with clients and colleagues.
Investment Solutions Consultant New York Life Insurance CoInvestment Solutions ConsultantCARemoteOur diverse business portfolio creates opportunities to make a difference across industries and communities-inviting bold thinking, collaborative problem-solving, and purpose-driven innovation. We provide a full package of benefits for employees - and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs.
NewInvestment M&A Finance Lead Consultant Roth Staffing CompaniesInvestment M&A Finance Lead ConsultantFoothill Ranch, California$90–$104 / hourYou will proactively analyze a wide range of business problems and financial trends to guide strategic business decisions and act as a key finance partner for ongoing financial management across the company. As a Finance Lead, you will lead and participate in efforts that provide insight and deep financial analysis to our business partners, driving cross-functional business strategy.
NewSenior Fund Accounting Consultant - Private Investments Atlantic GroupSenior Fund Accounting Consultant - Private InvestmentsLos Angeles, CAThe successful candidate will handle complex financial calculations, prepare detailed reports for clients, and coordinate with auditors and fund administrators.#J-18808-Ljbffr. Atlantic Group in Los Angeles is seeking a Manager to maintain financial records for private investments, ensuring accurate reporting and reconciliation processes.
Senior Consultant, Industry Solutions, Investment Management - Simcorp Deloitte Touche Tohmatsu LtdSenior Consultant, Industry Solutions, Investment Management - SimcorpLos Angeles, CA$128,000–$252,500 / yearOur clients include asset, wealth, and investment advisers and administrators from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds, hedge funds, private equity, alternative products, and other money managers. The ideal candidate will have demonstrated experience driving strategic business and technology transformations in the wealth management industry combined with executive relationship-building, leadership, coaching, and communication skills.
NewInvestment Operations Technology Program Coordinator Granite Solutions Groupe IncInvestment Operations Technology Program CoordinatorSan Francisco, CAThis is a hands-on, execution-focused role responsible for running recurring team and governance meetings, coordinating Agile Planning Increment (PI) logistics and artifacts, staying well-versed in JIRA to support reporting and data accuracy, and providing organized, reliable program support across delivery teams. JIRA - comfortable navigating boards, pulling reports, checking data accuracy, and building light dashboards; familiarity with tools such as Big Picture a plus.
Global Consultant Relations, Based in the West Coast Teachers Insurance and Annuity Association of America (TIAA)Global Consultant Relations, Based in the West CoastSan Francisco, CA$172,000–$250,000 / yearKey responsibilities will include: Develop and manage strategic relationships with investment consultants, client consultants, and independent advisors across key markets to identify opportunities and manage business risk, with the goal of increasing and retaining AUM across Nuveen affiliates. In addition to base salary, the competitive compensation package may include, depending on the role, participation in an incentive program linked to performance (for example, annual discretionary incentive programs, non-annual sales incentive plans, or other non-annual incentive plans).
PGIM: 2027 Real Estate, Equity Summer Investment Analyst Program Prudential Financial IncPGIM: 2027 Real Estate, Equity Summer Investment Analyst ProgramSan Francisco, CA$35–$40 / hourWithin our Equity business, opportunities exist within our Asset Management and Acquisitions teams: Acquisitions (Transactions) - Acquisitions analysts will be a part of a small team responsible for the sourcing, underwriting, financial modeling, and due diligence for new acquisitions on behalf of all PGIM Real Estate's portfolios. PGIM Real Estate's risk management approach, execution capabilities and industry insights are backed by a 50-year legacy of investing in commercial real estate, a 140-year history of real estate financing, and the local experience of professionals in 35 cities globally.
PGIM: 2027 Real Estate, Equity Investment Analyst Program Prudential Financial IncPGIM: 2027 Real Estate, Equity Investment Analyst ProgramSan Francisco, CA$85,000–$100,000 / yearWithin our Equity business, opportunities exist within our Asset Management and Acquisitions teams: Acquisitions (Transactions) - Acquisitions analysts will be a part of a small team responsible for the sourcing, underwriting, financial modeling, and due diligence for new acquisitions on behalf of all PGIM Real Estate's portfolios. PGIM Real Estate's risk management approach, execution capabilities and industry insights are backed by a 50-year legacy of investing in commercial real estate, a 140-year history of real estate financing, and the local experience of professionals in 35 cities globally.
R&D Hardware Investment Planning Manager Actalent IncR&D Hardware Investment Planning ManagerFremont, CA$175,000–$185,000 / yearThis role partners closely with Product Management, Engineering, Program Management, FP&A, and Sourcing to ensure disciplined investment, accurate forecasting, and clear visibility into R&D spend and return on investment. The work involves frequent collaboration with cross-functional teams, including Product Management, Engineering, Program Management, FP&A, and Sourcing, and offers significant exposure to Senior leadership.
Investment Analyst Pacific Hospitality Group VenturesInvestment AnalystIrvine, CaliforniaAs part of the Capital Markets & Investments team, this position will work cross-functionally with Accounting, Operations, and Legal to support asset oversight, refinances, lender and investor reporting, and new investment underwriting. This role is designed for a high-performing analyst seeking meaningful exposure to capital structuring, asset-level strategy, and investor engagement within a vertically integrated owner/operator platform.
NewVice President, Investment Operations (Global Reconciliations) Ares OperationsVice President, Investment Operations (Global Reconciliations)Los Angeles, New YorkAres offers a number of additional benefits including access to a world-class medical advisory team, a mental health app that includes coaching, therapy and psychiatry, a mindfulness and wellbeing app, financial wellness benefit that includes access to a financial advisor, new parent leave, reproductive and adoption assistance, emergency backup care, matching gift program, education sponsorship program, and much more. Through our recruitment, career development and employee-focused programming, we are committed to fostering a welcoming and inclusive work environment where high-performance talent of diverse backgrounds, experiences, and perspectives can build careers within this exciting and growing industry.
Investment Operations Analyst Initio CapitalInvestment Operations AnalystSan Francisco, CAAs a Investment Operations Analyst, you will support analytical, strategic, operational, and/or technical projects that help teams understand markets, evaluate opportunities, improve processes, and execute high-impact work. We work with ambitious candidates who want to be visible to recruiters reviewing active roles across strategy, consulting, finance, product, software, AI, data, operations, and business growth tracks.
2027 Commercial & Investment Bank Risk Management Full-Time Analyst Program JPMorgan Chase & Co2027 Commercial & Investment Bank Risk Management Full-Time Analyst ProgramLos Angeles, CAYou''ll sharpen your skills in areas such as valuation analytics, accounting, corporate finance, economics, equity capital markets, debt capital markets, and risk analysis through interactive learning tools and hands-on modeling supported by your colleagues, teammates, and mentors. You''ll build your technical and practical knowledge on-the-job with opportunities in one of the groups listed below: Credit Risk Team: Assess client credit strength and analyze the firm''s retained credit risk related to lending and trading activities.
Vice President, Investments Link LogisticsVice President, InvestmentsIrvine, CaliforniaWe put our people, customers, and communities first and find ways to make a conscious, positive impact where we live and work, prioritizing diversity, equity and inclusion (DEI) across our workforce to deliver an optimal employee experience. This role serves as a primary point of contact for West region dispositions while representing Link to the brokerage community and broader marketplace by showing a high degree of professionalism.
Investment Portfolio Manager, Real Estate Workplace Services Google LLCInvestment Portfolio Manager, Real Estate Workplace ServicesSunnyvale, CAWe also manage the industry-leading services that help make Google a great place to work -- from how we design healthy and collaborative workspaces, create energizing food experiences, provide convenient transportation and fitness options, to delivering environments where Google and our employees can thrive. You are responsible for defining and driving a multi-year investment and exit strategy that optimizes strategic outcomes across multiple dimensions, including financial returns, balance sheet efficiency, placemaking potential, brand value, and other dual-use objectives.
PGIM: 2027 Real Estate, Equity Investment Analyst Program PGIM Global High Yield FundPGIM: 2027 Real Estate, Equity Investment Analyst ProgramSan Francisco, CA$85,000–$100,000 / yearWithin our Equity business, opportunities exist within our Asset Management and Acquisitions teams: Acquisitions (Transactions) - Acquisitions analysts will be a part of a small team responsible for the sourcing, underwriting, financial modeling, and due diligence for new acquisitions on behalf of all PGIM Real Estate's portfolios. PGIM Real Estate's risk management approach, execution capabilities and industry insights are backed by a 50-year legacy of investing in commercial real estate, a 140-year history of real estate financing, and the local experience of professionals in 35 cities globally.
PGIM: 2027 Real Estate, Equity Summer Investment Analyst Program PGIM Global High Yield FundPGIM: 2027 Real Estate, Equity Summer Investment Analyst ProgramSan Francisco, CA$35–$40 / hourWithin our Equity business, opportunities exist within our Asset Management and Acquisitions teams: Acquisitions (Transactions) - Acquisitions analysts will be a part of a small team responsible for the sourcing, underwriting, financial modeling, and due diligence for new acquisitions on behalf of all PGIM Real Estate's portfolios. PGIM Real Estate's risk management approach, execution capabilities and industry insights are backed by a 50-year legacy of investing in commercial real estate, a 140-year history of real estate financing, and the local experience of professionals in 35 cities globally.
Financial Consultant Partner Thousand Oaks, CA The Charles Schwab CorpFinancial Consultant Partner Thousand Oaks, CAThousand Oaks, CAYou'll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management. Strong candidates will also gain experience updating and compiling client information through Schwab's internal customer relationship management (CRM) tool.
Financial Consultant Partner San Mateo, CA The Charles Schwab CorpFinancial Consultant Partner San Mateo, CASan Mateo, CAYou'll support the growth and management of an affluent wealth management practice, providing exceptional service, advice, and relationship management. Strong candidates will also gain experience updating and compiling client information through Schwab's internal customer relationship management (CRM) tool.
Corporate Counsel, Mergers and Acquisitions and Investment Google LLCCorporate Counsel, Mergers and Acquisitions and InvestmentSan Francisco, CAExperience performing due diligence, drafting and negotiating transaction documents, coordinating cross-functional deal teams, and advising business stakeholders and senior management. Google is a global company and, in order to facilitate efficient collaboration and communication globally, English proficiency is a requirement for all roles unless stated otherwise in the job posting.
Investment Performance Analysis, Assistant Vice President State Street CorpInvestment Performance Analysis, Assistant Vice PresidentSacramento, CA$70,000–$130,000 / yearFrom core custody, accounting, fund administration and shareholder recordkeeping, to complete operations solutions and servicing for alternative assets like OTC derivatives, private equity and real estate, SSGS' tools help our clients make better investment choices and act on growth opportunities. Provide quality control checks on client performance reports including monitoring all changes (new funds, composites, benchmarks), review of custom calculations (overlay, benchmarks and alternative assets).
Asset Management - Real Estate Investments Accounting Controller Team - Vice President JPMorgan Chase Bank, N.A.Asset Management - Real Estate Investments Accounting Controller Team - Vice PresidentLos Angeles, CAFull timeWe offer a diverse range of strategies, including real estate, private equity, credit, infrastructure, transportation, liquid alternatives, and hedge funds, all designed to achieve specific client outcomes and provide uncorrelated returns to traditional asset classes. Strong understanding of complex real estate investment structures, mortgage documents, development management agreements, partnership agreements, property management and leasing agreements, and purchase and sale agreements.
NewConsultative Offerings - Investment Banking Analyst - Corporate Finance Deloitte Touche Tohmatsu LtdConsultative Offerings - Investment Banking Analyst - Corporate FinanceLos Angeles, CAThe wage range for this role takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. Our purpose comes through in our work with clients that enables impact and value in their organizations, as well as through our own investments, commitments, and actions across areas that help drive positive outcomes for our communities.
VP, Financial Consultant Pasadena, CA The Charles Schwab CorpVP, Financial Consultant Pasadena, CAPasadena, CAInvestment Strategies and Financial Planning Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. As a Financial Consultant, you'll combine planning expertise with a thoughtful approach to holistic financial guidance including investing, retirement readiness, and education goals-serving as a trusted partner who guides clients through life's financial decisions with clarity and empathy.
Director, ELS Supply Expansion Investment Plan Google LLCDirector, ELS Supply Expansion Investment PlanSan Francisco, CACollaborate with portfolio planning analytics and long-term location strategy experts to effectively communicate the investments needed for long-lead infrastructure and third-party-provided data center space and power. The Cloud and Asset Portfolio Solutions (CAPS) team sits within ELS, and we manage a complex portfolio of infrastructure projects, ensuring that Google"s services have the resources they need to operate seamlessly and reliably.
NewSenior Retirement Investment Officer - Promotional County of SonomaSenior Retirement Investment Officer - PromotionalSanta Rosa, CA$163,859.79–$199,173.86 / yearAbility to: think strategically related to the management of a public pension system investment portfolio; analyze and communicate the strategies related to complex financial investments; perform complex financial analysis; prepare and write reports or presentations; establish and maintain effective working relationships; effectively communicate verbally and in writing; make presentations to Boards and management groups; work collaboratively with an executive board; supervise, plan, organize, direct, and evaluate the work of subordinates; exercise appropriate judgment in answering questions and releasing information. Normally, this would include possession of a Bachelors or equivalent degree in finance, accounting, economics, business administration or closely related field AND five years of investment experience in a public agency or financial institution which involved investment portfolio management, formulating, recommending, and implementing investment strategies, financial analysis, economic analysis, and/or investment reporting or performance measurement; OR a Masters degree or equivalent with the emphasis in any of the above listed areas and four years of experience in the above listed areas.
Senior Investment Officer Northern Trust CorpSenior Investment OfficerLos Angeles, CA$236,555–$414,115 / yearKnowledge: Knowledge of investment and portfolio management theory, accounting, and financial principles, and investment strategies and instruments, acquired through formal education and work experience, is required to manage portfolios and provide oversight to Investment partners. Analyzes and plans the overall investment strategy with continuous revision as goals and objectives change and in the context of client needs working closely and proactively with the broader client service team to identify and execute on areas of opportunity.
Account Executive - Real Estate Investment Lending (Fix & Flip RLT) On Site, San Diego CA Lendsure Mortgage CorpAccount Executive - Real Estate Investment Lending (Fix & Flip RLT) On Site, San Diego CASan Diego, CAFull timeThis role is a great fit for people who have worked as: Sales Representatives, Real Estate Agents, Mortgage or Loan Officers, Property Managers, Insurance Advisors, Financial Consultants, or Business Development Specialists. Since our founding, LendSure has achieved significant success, growing the organization from a concept to one with sales teams nation-wide and operational centers in California, Rhode Island, and Georgia.
NewSr. Investment Officer Northern Trust CorpSr. Investment OfficerLos Angeles, CA$236,555–$414,115 / yearAs a global leader in innovative wealth management, asset servicing, asset management and banking services, Northern Trust (Nasdaq: NTRS) is proud to guide the world's most successful individuals, families, corporations and institutions. Analyzes and plans the overall investment strategy with continuous revision as goals and objectives change and in the context of client needs working closely and proactively with the broader client service team to identify and execute on areas of opportunity.
VP, Financial Consultant Sunnyvale, CA The Charles Schwab CorpVP, Financial Consultant Sunnyvale, CASunnyvale, CAOpenness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals.
Financial Consultant Citizens Business BankFinancial ConsultantOntario, CAParticipate in community activities to develop contacts and prospect, and to enhance the position of the Trust & Asset Management Group and Citizens Business Bank. These include developing potential prospects through the Centers and other sources to discuss Citizens Business Bank services and to acquire their business.
VP, Financial Consultant San Mateo, CA The Charles Schwab CorpVP, Financial Consultant San Mateo, CASan Mateo, CAOpenness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals.
VP, Financial Consultant Brea, CA The Charles Schwab CorpVP, Financial Consultant Brea, CABrea, CAPreferred Qualifications: • Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations • Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals. Openness to manage wealth on behalf of our clients including: • Retirement Planning • Education Planning • Investment Management • Banking & Lending Management • Insurance & Risk Management • Estate Planning.
VP, Financial Consultant Rancho Bernardo, CA The Charles Schwab CorpVP, Financial Consultant Rancho Bernardo, CASan Diego, CAOpenness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client's progress toward achieving their goals.
Investment Research Engineer Meketa Investment GroupInvestment Research EngineerCarlsbad, CaliforniaInvestment Research Engineer Introduction: Join our dynamic team as an Investment Research Engineer, where you will leverage strong engineering and analytical skills to build internal tools and workflows that support quantitative research and investment decision-making, and enable scalable innovation across our investment platform. This role is ideal for a hands-on, intellectually curious professional who enjoys experimenting with emerging technologies, especially AI-enabled tools, and translating those ideas into scalable, high impact solutions used by investment professionals.
Retirement Plan Consultant - Remote (CST or PST) OneDigital Health and Benefits, Inc.Retirement Plan Consultant - Remote (CST or PST)CARemote$65,000–$90,000 / yearWhere a formal new logo sales goal is assigned, develop and manage a pipeline of prospective clients through referrals, COI relationships, convergence leads, and other business development channels, guiding prospects through the full sales cycle and closing new business against defined targets. Provide retirement plan consulting to clients - including plan design, benchmarking, investment menu analysis, and fiduciary guidance - performing this work directly and/or coordinating delivery through Investment Consultants and other internal specialists as the team model supports.