- Charles Schwab (Newport Beach, CA)
- …with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of ... of our firm's commitment to helping clients own their financial futures. In this exciting role, you'll give clients... futures. In this exciting role, you'll give clients financial guidance while forming lasting relationships built on trust,… more
- Equitable (Irvine, CA)
- …+ **Personalized Coaching** : Benefit from the training and guidance of a local Vice President who will assist you throughout your journey, offering valuable ... designations such as CERTIFIED FINANCIAL PLANNER (TM) (CFP(R)), Chartered Financial Consultant (ChFC) and Equitable Advisors' own Credentialed Holistic … more
- Charles Schwab (Newport Beach, CA)
- …and transform the finance industry together. As a Schwab Senior Wealth Consultant at Charles Schwab you are responsible for providing high-touch service, on-going ... advice to clients in the context of a dedicated relationship. The Senior Wealth Consultant works across a wide spectrum of investment needs to help clients manage… more
- RGP (Irvine, CA)
- We are seeking a Finance Director Consultant to join a small but dynamic finance team at a local commercial bank. Reporting directly to the CFO, you will provide ... for a hands-on finance professional who can manage budgeting, reporting, and financial analysis while contributing to the bank's broader capital and strategic… more