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Financial Consultant
1 week 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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Financial Consultant
3 days ago
TIAA Palo Alto, United States Full time· The Financial Consultant provides in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectrum of TIAA products and services. This job covers institutions aligned to regiona ...
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Financial Consultant
3 days 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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Associate Financial Consultant
1 week ago
Beacon Pointe Advisors LLC San Jose, CA, United StatesJob 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 c ...
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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
6 days ago
Fidelity TalentSource LLC Burlingame, 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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Analyst -Digital/Financial Consulting
2 weeks ago
Energize Group Los Gatos, United StatesEnergize Group is currently working with a digital transformation consultancy business that are engaged with a number of high-profile projects and investing heavily to increase it's US presence. · Analyst - Financial/Digital Consulting · Responsibilities: · Provide consulting a ...
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Analyst -Digital/Financial Consulting
2 weeks ago
Energize Group Los Gatos, United StatesEnergize Group is currently working with a digital transformation consultancy business that are engaged with a number of high-profile projects and investing heavily to increase it's US presence. · Analyst - Financial/Digital Consulting · Responsibilities: · Provide consulting a ...
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Financial Consultant Partner
6 days ago
Charles Schwab Menlo Park, United StatesYour 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. · As a Financial Consultant Partner (FCP), you are in the ...
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Analyst -Digital/Financial Consulting
2 weeks ago
Energize Group Los Gatos, United StatesEnergize Group is currently working with a digital transformation consultancy business that are engaged with a number of high-profile projects and investing heavily to increase it's US presence. · Analyst - Financial/Digital Consulting · Responsibilities: · Provide consulting ...
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Financial Consultant Partner
6 days ago
Charles Schwab Menlo Park, 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. · As a Financial Consultant Partne ...
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VP, Financial Consultant
6 days ago
Charles Schwab San Mateo, CA, United StatesHere, innovative thought meets creative problem solving, helping us "challenge the status quo" and transform the finance industry together. · Schwab's branch team is at the heart of our firm's commitment to helping clients own their financial futures. In this exciting role, you' ...
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VP, Financial Consultant
6 days ago
Charles Schwab San Mateo, 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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ServiceNow Santa Clara, United States Full timeCompany Description · At ServiceNow, our technology makes the world work for everyone, and our people make it possible. We move fast because the world can't wait, and we innovate in ways no one else can for our customers and communities. By joining ServiceNow, you are part of an ...
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Financial Services Consultant
5 days ago
Global Financial Impact Atherton, United StatesWe're transforming the financial landscape. We're building a movement of financial professionals who are passionate about making a difference. Our goal is to equip individuals with the skills, knowledge, and resources they need to succeed in the world of finance. · We believe th ...
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Approgence San Jose, United StatesTechnology transforms you. · We transform technology. · Job Title : · Senior Oracle EBS Financial Functional Consultant - R12 · Job Location : · San Jose, CA · Job Description : · Seeking candidate with 8+ years of experience as a Oracle EBS R12 Finance Functional Consultant, ...
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Oracle Student Financial Planning Consultant
2 weeks ago
VeeAR Projects Inc. Pleasanton, United StatesTitle: Oracle Student Financial Planning Consultant · Duration: 12+ Months Contract with quarterly extension · Location: Remote · Key responsibilities include: · The successful candidate will have a strong background in higher education financial aid processes, extensive knowled ...
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Collaborative Solutions Pleasanton, United StatesThe Workday Financials Integrations Principal Consultant - Global AMS (Global Application Managed Services) is a well experienced post-production Workday professional who is dynamic, fast-paced, and familiar with the managed services construct. As a Workday AMS Principal Consulta ...
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The Charles Schwab Corporation Soquel, United StatesWe are currently accepting applications for our upcoming September 23rd, 2024, Financial Consultant Academy cohort. The application period will close on May 25th, 2024. At Schwab, you're empowered to make an impact on your career. Here, innovative th Financial Consultant, Financi ...
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Infinity Technologies Encinal, United States**About Dr. von der Hardt & Partner mbB: ** · We are one of the leading auditing and tax consulting firms in Münster and the region. We are constantly evolving and developing our traditional firm. Therefore, we are always looking for new dedicated colleagues to support us in prov ...
Financial Consultant - Santa Clara, United States - Grassi Investment Management
Description
Grassi 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 knowledge to our boutique firm.
Candidates must be personable, efficient, organized, and able to work independently and in a team setting.Position Overview
In this position, the Financial Consultant would work with high-net-worth individuals and families, developing investment management strategies and coordinating with clients.
The candidate will also commit a significant allocation of their time to business development activities in order to build a base of new clients.
Job Duties·Manage, retain and grow business relationships with existing clients.·
Communicate current market strategy and portfolio updates to clients.·
Act as liaison between clients and portfolio managers.·
Build and maintain a healthy pipeline of qualified and prospective clients.·
Lead development and implementation of sales strategy, including identification and targeting new clientopportunities.·
Spearhead new business development initiatives.·
Actively manage relationships with prospects to achieve higher conversion rates.·
Responsible for client relationship management.·
Work with financial intermediaries and spheres of influence to develop a network of referrals.
Qualifications/Skills·
Bachelor's degree.·
3-5 years of investment industry or financial services experience.·
Experience managing 25-50 million in AUM.·
High level of expertise in sales, networking, and relationship building.·
Excellent communication skillsverbal, written, and group presentation.·
Efficient and excellent time management skills.·
Articulate and charismatic, interacts well with people at all levels.·
Highly professional work ethic.·
CFP a plus.
High Payout-Equity PotentialMedical401K
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