- Fidelity TalentSource LLC (Sunnyvale, CA)
- 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 ... is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry.… more
- Fidelity TalentSource LLC (Burlingame, CA)
- Job Description:Planning Consultant As a Planning Consultant , you will provide a world-class planning experience, uncover opportunities to deepen client ... and plan implementations, and develop an engagement strategy that supports each client s unique planning needs. Through your integrity and adoption of Fidelity… more
- US Bank (Half Moon Bay, CA)
- …skills and discover what you excel at-all from Day One. **Job Description** Client Relationship Consultants build relationships with customers, engaging them via ... the best possible counsel while adapting a digital first mindset. Strong client relationships are based on trust, assessing and attending to customers' banking… more
- Charles Schwab (Los Gatos, CA)
- …and deliver financial plans for practice clients in partnership with your Sr. Financial Consultant (s) + Ability to uncover and meet client needs and effectively ... Notary + Strong candidates will also gain experience updating and compiling client information through Schwab's internal customer relationship management (CRM)… more
- TIAA (Palo Alto, CA)
- …required Related Skills Accountability, Business Acumen, Business Development, Client Relationship Management, Commercial Mindset, Communication, Financial ... The Financial Consultant provides in person and virtual counseling for...Work **Career Level** 7IC **Preferred Skills and Qualifications:** + 3 + years of client service or financial… more
- Robert Half-Robert Half Corporate (San Jose, CA)
- …locally and beyond. + **TOOLS FOR SUCCESS -** We provide world-class training, client relationship management tools and advanced technology to help you succeed. ... exceptional service delivery to our clients. Responsibilities: Business Development, Client and Consultant Management: * Promote HR...with an employer match of 100% on the first 3 % of your contributions for eligible employees. Learn more… more
