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Financial Consultant
2 weeks ago
Grassi Investment Management Santa Clara, United StatesGrassi Investment Management a leading top wealth management firm in the Silicon Valley with over 1B in AUM is looking for a Financial Consultant with strong marketing and sales experience.Our ideal candidate would be from a large firm looking to bring their expertise and knowled ...
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Financial Consultant
20 hours ago
Grassi Investment Management Santa Clara, United StatesGrassi Investment Management a leading top wealth management firm in the Silicon Valley with over 1B in AUM is looking for a Financial Consultant with strong marketing and sales experience. · Our ideal candidate would be from a large firm looking to bring their expertise and know ...
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VP, Financial Consultant
4 minutes ago
Charles Schwab Campbell, United States**Your opportunity** · _At Schwab,_ _youre_ _empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us challenge the status quo and transform the finance industry together._ ? · Schwabs branch team is at the heart of our fir ...
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Financial Consultant
3 days ago
Fidelity Investments Sunnyvale, United StatesJob Description: Financial Consultant · If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business mod ...
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Financial Consultant
5 minutes ago
Fidelity Investments Sunnyvale, United StatesJob Description: · Financial Consultant · If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business m ...
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Financial Consultant
3 days ago
Fidelity Investments Los Gatos, United StatesJob Description: Financial Consultant · If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business mod ...
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Financial Consultant
2 weeks ago
Fidelity TalentSource LLC Los Gatos, United StatesJob Description: · Financial Consultant · If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business ...
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Financial Consultant
4 hours ago
Fidelity TalentSource LLC Los Gatos, United States· Job Description: · Financial Consultant · If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business ...
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Financial Consultant
3 days ago
Fidelity Investments Mountain View, United StatesJob Description: Financial Consultant · If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business mod ...
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Financial Consultant
3 weeks ago
Fidelity Investments Mountain View, United StatesJob Description:Financial Consultant · If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business mode ...
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Financial Consultant
10 hours ago
Fidelity Investments Mountain View, United StatesJob Description: Financial Consultant · If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business mod ...
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Oracle Financial Functional Consultant
3 weeks ago
Vsolutions Technologies San Jose, United StatesResponsibilities: · Engage and actively participate in ongoing Oracle Cloud and integration with Vertex Tax Application implementation project. · This role will require an SME within the Tax module including everything (Tax, VAT, Withhold Tax). Experience on Global tax implementa ...
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VP, Financial Consultant
4 weeks ago
CFA Institute Campbell, United StatesPosition Type: · Regular Your opportunity · At Schwab, you're empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. · Schwab's branch team is at th ...
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Financial Consultant
1 minute ago
Fidelity Investments Stanford, United StatesJob Description: · Financial Consultant · If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business m ...
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Financial Consultant
3 days ago
Fidelity Investments Burlingame, United StatesJob Description: Financial Consultant · If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business mod ...
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Financial Consultant
3 weeks ago
Fidelity Talentsource Llc Burlingame, United StatesJob Description: · Financial Consultant · If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business ...
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Financial Consultant
2 weeks ago
Fidelity TalentSource LLC Burlingame, United StatesJob Description: · Financial Consultant · If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business ...
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Financial Consultant
3 weeks ago
Fidelity Investments Burlingame, United StatesJob Description:Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model w ...
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Financial Consultant
1 minute ago
Fidelity Investments Dublin, United StatesJob Description: Financial Consultant · If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business mod ...
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Financial Consultant
3 days ago
Fidelity Investments Dublin, United StatesJob Description: Financial Consultant · If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business mod ...
Associate Financial Consultant - San Jose, CA, United States - Beacon Pointe Advisors LLC
Description
Job Description We are currently seeking qualified candidates to join Beacon Pointe Advisors as an Associate Wealth Advisor in our San Jose, CA office.
The ideal candidate will be responsible for assisting in client advisory, investment management, and administrative aspects of client service.This individual will work directly in coordination with Senior Wealth Advisors and a talented team of wealth management professionals dedicated to servicing sophisticated, high net worth individuals and families.
This entails frequent communication with clients and internal associates - both verbally and in writingServing as liaison to firm professionals and clients services associates in the research, review and execution of sensitive and/or high priority investment related tasks
Providing direct support to Senior Wealth Advisors in daily aspects of client service, advising, and financial planning
Coordinating timely investment process of new client accounts within internal guidelines
Responsibility for client data in various internal systems including the firm's portfolio management database (Tamarac)
Developing in depth understanding of portfolio construction and risk management
Communicating with separate account managers regarding client service issues
Additional duties may entail participation in team projects and assisting with initiatives designed to streamline firm policies and procedures.
Four-year college degree (Bachelor's degree in Finance, Business or Economics preferred)
~- 2+ years of relevant experience working with high-net worth individuals a plus; preferably with a Registered Investment Advisor (RIA), investment management firm or broker/dealer
~ Ability to excel in a fast-paced, team environment
~ Proficiency in Microsoft Office applications (Word, Excel, PowerPoint, Office 365, etc.)
Beacon Pointe Advisors is a multi-billion dollar Registered Investment Advisor with headquarters in Southern California and affiliate offices nationwide.
Beacon Pointe provides clear and objective investment advice, solely advocating for our diverse group of clients including institutions (i.e., endowments, foundations), high-net-worth individuals and families.
Our advisors' extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron's and more.