As a Financial Consultant Partner at Charles Schwab, you will act as a trusted partner to Senior Financial Consultants and their practice clients, deepening new and existing client relationships, uncovering business development opportunities, and supporting the growth and management of an affluent wealth management practice. This role is ideal for licensed financial professionals with a passion for wealth management, looking to grow under the mentorship of a seasoned advisor.

Financial Consultant Partner- San Mateo, CA

Financial Consultant Partner

As a Vice President, Financial Consultant at Charles Schwab, you will be responsible for providing financial guidance and wealth management advice to clients, forming lasting relationships based on trust, respect, and a common goal. This role involves growing your practice through client asset consolidation, networking, and earning referrals. If you have your securities license and enjoy working in a team setting, this position is ideal for you.

VP, Financial Consultant - San Mateo, CA

Vice President, Financial Consultant

As a Vice President, Financial Consultant at Charles Schwab, you will be responsible for providing wealth management and financial planning advice to clients, with a focus on client asset consolidation, networking, and earning referrals. This role involves working closely with clients to build trust and respect, and aligning financial strategies with their goals. The position offers a supportive culture with diverse career opportunities, requiring a valid FINRA Series 7 license and the ability to obtain or acquire FINRA Series 66 (63/65) license and Life & Health Insurance.

VP, Financial Consultant- Fremont, CA

As a Financial Consultant at Fidelity Investments, you will work in our Investor Center, engaging face-to-face with customers to offer guidance and personalized planning. This role focuses on deepening relationships and creating complex financial plans for an existing client base, supported by Fidelity's open architecture product platform and top industry resources. The position emphasizes professional growth, flexibility, and support, aiming for long-term success for both you and your clients.

FINANCIAL CONSULTANT - SAN FRANCISCO, CA

Financial Consultant

As a Financial Consultant at Fidelity Investments, you will work in our Investor Center, engaging face-to-face with customers to offer guidance and personalized planning. This role focuses on deepening relationships with an existing client base, leveraging Fidelity's open architecture product platform and top industry resources. The position emphasizes professional growth, flexibility, and support, aiming for long-term success for both you and your clients.

Financial Consultant - Sunnyvale, CA

As a Financial Consultant at Empower, you will be part of the Empower Personal Wealth sales team, providing assistance on retirement savings goals such as 401k and IRA products. This role involves over the phone assistance at key life moments for customers, discussing account options to align with their retirement savings goals, and educating them on retirement plan information. The position offers a base salary plus incentive compensation, with the opportunity for promotion to Senior Financial Consultant.

As an Investments Operations Consultant at Fidelity Investments, you will work in our Investor Center, engaging face-to-face with customers to offer guidance and personalized planning. This role focuses on deepening relationships with an existing client base, leveraging Fidelity's open architecture product platform and top industry resources. The position emphasizes professional growth, flexibility, and support, aiming for long-term success for both you and your clients.

INVESTMENTS OPERATIONS CONSULTANT

Investments Operations Consultant

As a Principal Financial Functional Consultant at Workday, you will be part of the Workday Success Plans team, focusing on the post-Go-Live journey of customers. This role involves delivering a variety of programs and services to customers, including feature demonstrations, full feature deployments, and consulting engagements to solve business needs using Workday applications. You will act as a trusted Workday advisor, sharing your expertise in Workday Financials applications, particularly in Workday Strategic Sourcing, Intake Forms, Pipeline, Sourcing, Contracts Management, Supplier Relationship Management, Procurement, Requisitions/Purchase Orders, RFX, Receipts/Receipt Accruals, Supplier Portal, Procurement Cards, EDI Transactions, Supplier Accounts, Supplier Invoices, Matching, 1099 Processing, Inventory, Stock Requests/Fulfillment Processing, Par Management, Cycle Counts, Replenishment, Expenses, Spend Authorizations, Expense Report Processing and Repayments, Credit Card Processing, Travel Booking Records, and Major Responsibilities Include: Conducting research to ensure understanding of customer questions and related Workday concepts. Delivering small scope consulting in response to customer requests; providing configuration guidance, demonstrations, considerations, tips & tricks. Troubleshooting product configuration to resolve or provide optimal product configuration to meet customer business requirements. Clearly and effectively communicating responses and value to customers. Creating and delivering customer presentations on how to use Workday features to achieve business goals (Accelerator Webinars). Providing one-on-one consulting guidance to accelerate customer feature adoption (Feature Accelerator). Reviewing customer tenants to identify adoption opportunities (Feature Adoption Tenant Reviews). Completing and maintaining product expertise and Workday Certification(s) along with familiarity with Workday roadmap. Keeping up to date with industry practices and the ability to engage with customers on those topics. Helping drive the creation of new programs to drive customer feature adoption.

PRINCIPAL FINANCIAL FUNCTIONAL CONSULTANT - WORKDAY SUCCESS PLANS - SPEND MANAGEMENT

Principal Financial Functional Consultant

As a Financial Systems Manager at The Walt Disney Company, you will support the modernization and implementation of SAP’s S/4 HANA general ledger software and other related systems critical to managing the company’s financial results. This role involves working closely with the Finance organization, Enterprise Technology, and business partners to ensure the successful implementation of SAP S/4HANA, a new consolidation application, and help lead master data governance and reporting close cycles. The position requires a strong operational understanding of accounting processes, expert functional/technical knowledge of SAP, and a customer-centric focus.

Financial Systems Manager

As an Investment Consultant at Fidelity, you will work in our Investor Center to develop customized financial plans for clients using a wide range of products and services. This role focuses on engaging with existing clients and warm leads, allowing you to provide investment solutions and grow relationships with a dedicated local advisor. You will utilize Fidelity's guidance tools, leverage technology for efficient appointments, and seek to understand clients' goals to refer them to wealth management partners as needed.

Investment Consultant - Sunnyvale, CA

Investment Consultant

As a Technical Solutions Consultant at Google, you will be responsible for the technical relationship of our largest advertising clients and/or product partners. You will lead cross-functional teams in Engineering, Sales, and Product Management to leverage emerging technologies for our external clients/partners. From concept design and testing to data analysis and support, you will oversee the technical execution and business operations of Google's online advertising platforms and/or product partnerships. This role involves balancing business and partner needs with technical constraints, developing innovative solutions, and collaborating with a diverse array of global partners to develop and integrate cutting-edge navigation solutions for their vehicles.

FORWARD DEPLOYED ENGINEER, GEO AUTO

Technical Solutions Consultant

This position involves working with a well-established Fortune 500 company and its A-rated partners in North America as a financial professional. The role includes acquiring state licensing, connecting with people to identify goals, educating, planning, and designing solutions for individuals, families, and business owners. The position offers a 100% commission-based compensation, with no ceilings or quotas, and includes opportunities for residual and passive income, as well as performance-based bonuses. The role is flexible, allowing for 100% remote work, and offers a high-income trajectory with career growth, mentorship from industry experts, and the option to build your agency.

Flexible Remote Career Opportunity

Financial Professional

The Workday Financial Integration Consultant at Diligente Technologies will focus on integrating Workday ERP with finance and supply chain functions, primarily in a lead role for financial accounting, supply chain, or adaptive planning. This role requires a deep understanding of Workday's configuration options, experience with the implementation lifecycle, and the ability to design and build financial reports. The position is based in Palo Alto, CA, offering a hybrid work setting.

Workday Financial Integration Consultant

As a Business Consultant / Virtual CFO, this position involves working directly with clients to manage their accounting and finance department, prepare financial reporting, perform financial analysis, and advise on business matters. It blends high-level strategy with tactical detail management to effectively manage financial information and solve accounting issues for clients.

VIRTUAL CFO

Business Consultant / Virtual CFO

As a Wealth Management Consultant at Fidelity Investments, you will work in our Investor Center, engaging face-to-face with customers to offer guidance and personalized planning. This role focuses on deepening relationships with an existing client base, leveraging Fidelity's open architecture product platform and top industry resources. The position emphasizes professional growth, flexibility, and support, aiming for long-term success for both you and your clients.

WEALTH MANAGEMENT CONSULTANT

Wealth Management Consultant

+bia1E/9Ura0W56PK0QRs1nb0fPaPw1LecFl73e1Zno=

0yryKyiv//5ZYlTDMV3LFPtHwym9DzfhaGKkhjLWumc=

1PbXZCkmjsWX/JPZ0zDz35M1CdhIEEhFhVTF9UZbsUw=

3eZiYdEf1GWONV+R64EHcPPvLb4v6J0JWgZreMFwQRo=

If QUICK_APPLY_SKIP_SUBMIT is set to true these providers will ignore the setting and still submit.

7UWw5juL5kSuktDEYRAJaZaaSr/dkptNWDM6YczaXvQ=

7veoecbDe4L73TGHP2ISin46xsmdddCOKtRpfQxjDN8=

8yxkMFFydubARRB/A0n8dt2+tN+s0Qba5Bm+ZhR6A74=

917BuR4psrYXtoUglgzOqK2gT6nHiFac0vaL7OlNrj4=

BTHovjnwfD7MxYTZVgYObuyOKROSVx/I0X5yo3nLGw8=

CLGiSKlyYhMQqU9L5I5y5Kcwm5S4f77Utdfa8ExP9Bw=

HRzePCbXb7ufZUWsFxKsWQyEIUrwU5VCFht/1iNmtTo=

Id0yBc3Lk10hOWDAGUFDOHeLqi73qkOki+HsqthrqY8=

MltczCjhmN0jRgow3UO+iDMtltW8AfF7hJYVp339Mbk=

NI/PueuALd9KIOo3aGPg/youiuzzXOlUegGuLsVspks=

PX9iho18hgd+if3tD3rS2RRXrbzlHq613z5WXlVZ7+k=

VUOVNO4gG3SQXJg1E5TYU50XsmIaCxqBNHZWw48U8/0=

Y1UD/mVBFR+4WXoXRwyYrTpXnLvnt4lZ1G/TbY1bWR4=

dCG5zdM4/wqhDoKFVboNOhuBLLEkQ95fHprPrsJVaxM=

fr9JCYJNVqBBC7QlJK+AFZY+8NEptSjJEpTFKNeRx4U=

h+e82EFLmuH1BOGKDTUyfliYoBDF4Tq54kkm9H1Q67M=

kF6veelbgshOJpV3Mn6vB3mb3LuydeEVDSOxtIHM8N8=

kbjXyyPP5adVqoaL7EYbdoyqDzFqF5a+VbOBN3j1bVg=

lWPMwjsh2VXkQjRFxWpjkQ/+Yx1eEx75EAWbIUFwV2Y=

mA5rgLX7i0lO6F1oJJxlP+y/1rvzscLgYBBk6pyKBWE=

p1flkibS2FOOSRZRb3dJqhHmZ8tmXXoyz3YXr0O9NUo=

pZVrGsKBFfWx3aTAH3sKk4BlHpV1jgUZyoszy851/n8=

u8Ak4aZwDDE5inqS+1aY1R2zXd+nIapHkAsGcAr3yzo=

Sharing EarnBetter with your community helps us offer our amazing service for free forever!

Financial Technology Consultant Jobs in San Mateo, CA Hiring Now