- Charles Schwab (Newport Beach, CA)
- …the status quo" and transform the finance industry together. As a Schwab Senior Wealth Consultant at Charles Schwab you are responsible for providing high-touch ... in the context of a dedicated relationship. The Senior Wealth Consultant works across a wide spectrum...Wealth Management solutions, and client promoter scores + Partner with wealth specialists to offer solutions… more
- Vanguard (Scottsdale, AZ)
- As a Wealth Planning Consultant , Senior Specialist with Vanguard, you'll be part of a team within the Advice and Wealth Management (AWM) division advising ... most. This role will be within the Advice and Wealth Management division assisting our ultra -high-net-worth clients...to help them grow to the next level. 4. Partner with financial advisors as they support clients in… more
- City National Bank (San Diego County, CA)
- …Develops and manages client relationships with high- net- worth and ultra -high-net-worth individuals and families within a specific market. Provide integrated ... May serve as a segment or industry specialist acting as a technical consultant to clients and colleagues in various business segments and geographic locations. Must… more