3,396 Advisory jobs in the United States

Company Description

Location: Location flexible, preferably Europe or North America.

ISF Advisors is the leading strategic and financial advisory group committed to mobilizing capital for a more sustainable, equitable, and productive global food system.

Building on a decade of industry research, the ISF Advisors team combines experience from top-tier strategy, investment banking, and corporate finance firms to help the public and private sector develop more practical, profitable, and sustainable financial solutions. This combination of expertise allows us to analyze problems with a systems lens and structure investment solutions that mobilize different forms of investment and philanthropic capital.

Our sector leading research on agriculture and food systems generates ideas and insights to inform investment strategy for public and private funders. In addition to issues affecting smallholder farmers and rural enterprise, we have deep experience working in adjacent areas including technology, youth, gender, nutrition, climate change, forestry, and land use.

ISF Advisors has become a trusted advisor and partner to leading institutions involved in food systems, including many of the world's largest investors, donors, companies, NGOs, and foundations. For more information, visit our website:

Job Description

As ISF deepens its work with organizations across the world that are structuring capital and designing products for sustainable food and agriculture systems, there is a need for a self-motivated Associate Director to take a strong lead on core parts of the project portfolio.

• Work with ISF Directors on transaction development and deal execution for ISF clients, including market research, design, structuring, marketing, negotiation, etc. Projects may include but are not limited to:
  • Design and launch thematic impact investment fund or financial mechanism to address an identified market gap.
  • Assess financial needs of social enterprises, agro-enterprises, or rural financial institutions and support development of pitch materials and outreach to prospective investors.
  • Project manage the development of new partnerships focused on rural financial inclusion, working with agro-enterprises, investment companies, and/or financial service providers.
  • Develop or evaluate investment pipeline for an agricultural investment fund.
  • Conduct market landscape analyses, feasibility assessment, and option prioritization for new rural financial model opportunities with ISF clients.
• Conduct in-depth due diligence, including financial, market, legal, and stakeholder analyses related to corporate advisory and specific problem-solving mandates.
• Build and oversee team members to develop financial models that cover operations, cash flow, capital structure, and macro-economic impacts and produce projections, valuations, and credit analyses.
• Draft term sheets and review legal documents in connection with project execution.
• Produce clear, concise written materials, and presentations.
• Oversee or advise on individual and team work plan, including tasks and milestones.
• Support direct intellectual input and analysis for original ISF research efforts, engage with key stakeholders to further the team's understanding, and support the production and creation of publishable content, in collaboration with ISF's communications team.
• Facilitate multi-stakeholder relationships with financial institutions, agricultural enterprises, philanthropic organizations, and other stakeholders for the benefit of ISF.
• Take a leading role with ISF Directors in origination, business development, outreach, and network-building efforts.
• Travel as needed to support implementation.

Qualifications

• 10+ years professional experience in a transactional environment: emerging markets investment banking, project finance, private equity, venture capital, equity/credit research, investment management, financial advisory, or comparable experience at a leading financial institution.
• Experience and comfort in a fast-paced, multi-tasking transactional environment.
• Significant experience in financial modeling.
• Strong analytical and conceptual skills applied towards understanding and interpreting business operations, management capabilities, and practices as they relate to market financial requirements.
• Demonstrated experience getting things done independently under ambiguous circumstances, particularly in developing countries.
• Exceptional communication skills and ability to present information in an insightful and structured manner, both written and oral.
• Professionalism and demonstrated experience working with senior executives and officials in the private and/ or public sector.
• Familiarity with innovative finance for development and common development finance tools (e.g., risk guarantees, concessional lending, blended finance, etc.).
• Passion for application of innovative financial structures towards inclusive and sustainable markets.

Additional Information

If you are interested in this position and meet the qualifications above, please submit a single PDF document containing a one-page cover letter and resume, and include your daily consulting rate.

ISF Advisors, LLC is an equal opportunity employer and we are committed to a diverse and inclusive workplace.

Opportunity Details

{dcrs_type} Strategic Advisory Financial Analyst

Downtown Los Angeles, CA

Start Date: As soon as possible

Pay: Salary $90,000 - $10,000 + Bonus (5% - 10%) + 7.5% Profit Sharing

Job Overview:

A highly respected global professional services firm seeks a Strategic Advisory Financial Analyst to join its internal Financial Information Center (FIC) in Downtown Los Angeles. This hybrid-eligible, full-time position is ideal for a finance or accounting professional with strong analytical skills, a collaborative mindset, and a desire to support senior leadership in a fast-paced, client-focused environment.

This is a unique opportunity for individuals - including those with Big 4 audit experience - who are ready to move beyond traditional accounting and into a strategic role that directly supports business decisions at one of the most reputable firms in the industry. Known for its excellence, scale, and performance-driven culture, the firm offers the chance to work on meaningful, high-visibility financial initiatives that shape operations across global markets.

Schedule and Shift:

• Full-time
• Hybrid Position

Primary Job Responsibilities:

• Interpret finance and reporting requests from partners and senior stakeholders.
• Leverage BI tools and financial systems to gather data and build reports.
• Conduct ad hoc financial analyses, client metrics, and firm-wide financial modeling.
• Communicate findings across teams via email, video, and live presentations.
• Recommend process improvements and help automate reporting workflows.
• Maintain rigorous documentation of methods and data sources.
• Uphold confidentiality across sensitive financial and proprietary data.

Qualification:

• Bachelor's degree in Finance, Accounting, Economics, or Business Administration
• 1+ year of analytical experience in finance, accounting, or audit
• Experience in a professional services firm preferred (Big 4 is a strong fit)
• Strong communication skills and ability to collaborate across departments
• Comfortable working on ad hoc projects in a fast-paced environment
• Proficiency with Excel; exposure to financial systems or BI tools a plus
• Detail-oriented with strong critical thinking and data interpretation skills

Benefits:

• Competitive base salary ( 90K- 110K DOE)
• Bonus eligibility (5-10%) + 7.5% profit sharing
• Hybrid work flexibility
• 401(k) with employer contribution
• Full healthcare, dental, and vision coverage
• 23 days PTO (first year), 11+ paid holidays
• Mental health, wellness, and professional development programs
• Employee affinity groups and internal networks

JOB REQUISITION
Manager, Internal Audit & Financial Advisory - Business Process Audit & Advisory (Houston)
LOCATION
HOUSTON
ADDITIONAL LOCATION(S)
JOB DESCRIPTION
Protiviti Inc. seeks Manager, IAFA -Business Process Audit & Advisory in Houston, TX:
Job Duties: Manage the development and quality assurance of key internal audit deliverables, including process flows, work programs, audit reports, and control summaries. Perform all phases of Internal Audit projects (planning- reporting) for various clients with deep knowledge of the Internal Audit process as a Certified Internal Audit, executing a breadth of internal audits such as: Internal Controls over Financial Reporting, Time Reporting, Environmental Compliance, FCPA Compliance, Workforce Management, and Risk Assessments. Focus on accounting, business process, and compliance audits and also perform IT-related audits. Develop a portfolio of business through exceptional client service delivery, active involvement in proposal opportunities and business research, and serve as an ambassador of Protiviti. Develop lasting relationships with client personnel and seek to further these relationships through quality service delivery and the successful execution of projects. Communicate the results of internal audit work to both internal supervisors and client management, verbally and in writing, with a high level of competency in technical writing and professional communications. Partial telecommuting is permitted. Up to 40% U.S. domestic travel to client sites may be required, as needed.
Minimum Requirements: Bachelor's degree, or foreign equivalent, in Accounting, Finance, or a closely related field plus three years of experience in the job offered or three years of experience in the field of Accounting.
Special Skill Requirements:
+ Experience with the internal audit process including defining the scope, assessing risks (financial, operational and compliance), developing the audit plan, conducting fieldwork, developing appropriate recommendations/controls, preparing and presenting reports and consulting to gain acceptance and implementation of audit recommendations (1 year).
+ Experience with at least one of the following Audit Software: AuditBoard, CaseWare, Workiva, or BlackLine (3 years).
+ Experience with at least three of the following ERPs, Reporting, and Project Management Software: JD Edwards, SAP, Sage 50, Oracle PeopleSoft, Hubble Analytics, Oracle Hyperion Planning, Nexus, or e-Builder (3 years).
+ Experience executing the following type of IT audits: Software Implementation Project audits and IT General Controls audits (1 year).
+ Experience with developing accounting processing flows and mapping using Microsoft Visio (1 year).
+ Experience with business processes such as Accounts Payable, Accounts Receivable, Inventory, and Revenue with knowledge of accounting operations and/or financial frameworks (2 years).
+ Knowledge of Sarbanes Oxley Compliance & testing, current accounting (GAAP) and auditing (GAAS) principles and International Professional Practices Framework, including COSO and PCAOB.
+ Experience supervising teams including mentoring, oversight and review of work, and coordination across teams (2 years).
Partial telecommuting is permitted. Up to 40% U.S. domestic travel to client sites may be required, as needed. This position is eligible for our company's Employee Referral Program.
Salary: $100,000.00 - $30,000.00 per annum. 40 hours per week; M-F, 9:00 a.m. to 5:00 p.m.
To apply, please send resume with references to: Include Job ID JR-257914 with your application.
Starting salary is based on a full-time equivalent schedule. Placement in the range is dependent upon experience, skills and geographic work location. Below is the salary range for this job.
-
Our annual bonus plan provides eligible employees additional cash and/or discretionary stock compensation opportunities. Below is the bonus target opportunity for this job.
12%
The total cash range is estimated from the sum of the base salary range plus the bonus target opportunity. Below is the estimated total cash range for this job.
-
Employees are eligible for medical, dental, and vision coverages, FSA and HSA healthcare accounts, life and accident insurance, adoption and fertility assistance, paid parental leave up to 10 weeks, and short/long term disability. We offer eligible employees a company 401(k) savings and investment plan with an employer match of 50% on the first 6% of your contributions. We provide Choice Time Off (CTO) for vacation, personal needs, and sick time. The amount of (CTO) varies based on years of service. New hires receive up to 20 days of CTO per calendar year. Protiviti also recognizes up to 11 paid holidays each calendar year. Learn more about the variety of rewards we offer at Protiviti at .
Any benefits outlined are part of our reward offerings for full-time employees in the U.S. Your Open Enrollment materials, insurance contracts, plan documents and Summary Plan Descriptions together comprise the official plan document which legally governs the administration of your benefit plans. Protiviti reserves the right to terminate or amend your benefit plans in any way and at any time.
Protiviti is an Equal Opportunity Employer. M/F/Disability/Veteran
As part of Protiviti's employment process, any offer of employment is contingent upon successful completion of a background check.
Protiviti is committed to being an equal employment employer offering opportunities to all job seekers, including individuals with disabilities. If you believe you need a reasonable accommodation in order to search for a job opening or to apply for a position, please contact us by sending an email to or call 1. for assistance.
In your email please include the following:
+ The specific accommodation requested to complete the employment application.
+ The location(s) (city, state) to which you would like to apply.
For positions located in San Francisco, CA: Protiviti will consider qualified applicants with criminal histories in a manner consistent with the requirements of the San Francisco Fair Chance Ordinance.
For positions located in Los Angeles County, CA: Protiviti will consider for employment qualified applicants with arrest or conviction records in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
Protiviti is not registered to hire or employ personnel in the following states - West Virginia, Alaska.
Protiviti is not licensed or registered as a public accounting firm and does not issue opinions on financial statements or offer attestation services.
JOB LOCATION
TX PRO HOUSTON
Protiviti ( ( ) is a global consulting firm that delivers deep expertise, objective insights, a tailored approach and unparalleled collaboration to help leaders confidently face the future. Protiviti and our independent and locally owned Member Firms provide clients with consulting and managed solutions in finance, technology, operations, data, analytics, digital, legal, HR, governance, risk and internal audit through our network of more than 85 offices in over 25 countries.
Named to the 2025 Fortune 100 Best Companies to Work For® ( list, Protiviti has served more than 80 percent of Fortune 100 and nearly 80 percent of Fortune 500 companies. Protiviti is a wholly owned subsidiary of Robert Half (NYSE: RHI ( ). Founded in 1948, Robert Half is a member of the S&P 500 index.
Click HERE ( to receive insights to life at Protiviti and be among the first to hear about new career opportunities that align with your areas of interest.

Requisition Number : FINAN001197

Apply now

• Posted: April 8, 2024
• Full-Time

Locations

Showing 1 location

Michigan
5300 Patterson Ave SE
Suite 220
Grand Rapids, MI 49512, USA

California
33971 Selva Rd
Suite 220
Dana Point, CA 92629, USA

MarshBerry is growing! We have a people first, fast paced, collaborative culture with plenty of opportunity for growth. MarshBerry has been successful in achieving growth objectives because of the trust our clients place in our talented team of professionals, and all MarshBerry colleagues play a critical role in directly or indirectly cultivating those trusted relationships. MarshBerry provides an environment where employees can learn, improve, and realize their career goals. We offer competitive benefits, hybrid work schedules, new challenges, and learning experiences.

We are seeking a Financial Analyst to join our team. The Financial Analyst is responsible for analyzing client business and financial documents and preparing financial models to support merger and acquisition advisory, business valuation, due diligence, and financial consulting projects for MarshBerrys Financial Advisory Team.

Responsibilities:

• Collaborates as a key member of project teams in fulfillment of merger and acquisition advisory, valuation, due diligence, and financial consulting projects including financial analysis and models, fact finding, data gathering, analysis, report writing, and value determination.
• Responsible for researching, compiling and analyzing various metrics including statistics needed for valuation reports, and/or research needed for articles and presentations.
• Completes projects in the desired timeframe prioritizing work following guidelines and metrics provided to complete multiple projects simultaneously.
• Develops client relationships by maintaining positive rapport with clients during projects.
• Supports client business performance improvement initiatives by providing analysis and recommendations for improved business and financial performance, in keeping with proven practices industry standards.
• Support new business generation through reactive methods to introduce our products and services.
• Cultivates and maintains effective relationships with potential internal/external clients, partners, and stakeholders that can directly or indirectly lead to revenue generation for all MarshBerry services.
• Any other special projects, tasks or duties as assigned.

Selection Criteria Education & Experience:

• Bachelors Degree in Business, Finance or Accounting. Masters Degree is a plus.
• Minimum of 1-3 years of experience in investment banking, transaction advisory, corporate development, assurance services, financial consulting, or financial services.
• Proficient with technology; Microsoft Word, Excel, Power Point and Access or similar database.

Other:

• Strong analytical and problem-solving skills; techniques to identify and resolve issues in a timely manner.
• Strong communication skills; both written and verbal with demonstrated creativity regarding work.
• Exceptional organization skills; using systematic methods to perform work and creativity to recommend or create new work methods or procedures.
• Ability to multi-task; able to complete simultaneous projects and responsibilities with extreme attention to detail according to required timelines and deadlines.
• Ability to work extended hours as needed. Some travel will be required.

Base salary target for CA : $75,000 - $0,000
Base salary target for NY : 85,000 - 100,000

Working at MarshBerry Who We Are:

MarshBerry practices The Collaborative Way which encourages employees to adhere to five principles: listening generously, speaking straight, being for each other, acknowledgement & appreciation, and honoring commitments. We are committed to fostering an environment of Diversity, Equity, and Inclusion. We strive to educate our current and potential employees in these areas while continuing to promote a welcoming and inclusive environment for all.

What We Do:

MarshBerry provides consulting services in the financial services industry primarily to independent insurance agents, brokers and carriers, as well as wealth and retirement plan advisors. Our services include but are not limited to financial, operational, sales management, merger and acquisition advisory, peer-to-peer exchange and information services. We are recognized in the financial services industry for providing innovative and customized solutions to our clients, with whom we build trusted advisor relationships. At MarshBerry, our mission is to help our clients learn, improve, and realize their value. Our clients credit us for providing the vision, tools, and discipline to help them reach their strategic goals.

Its one thing to be recognized as experts in our field, it is another to be noteworthy based on the sentiment and feedback of our team. MarshBerry has recently been awarded the following:

• Crains Best Employers in Ohio
• The Nations Best and Brightest in Wellness
• North Coast 99
• Top Work Places The Plain Dealer
• Weatherhead 100
• West Michigans Best and Brightest Companies to Work for

To learn more about MarshBerry, visit

We appreciate your interest in MarshBerry. As an equal opportunity employer, your application will be considered with regard to all laws which prohibit discrimination because of race, color, sex, religion, national origin, age, disability, military status, and genetic information, and requirements to take affirmative action in the hiring of minorities, including women, veterans, and those individuals with disabilities.

#J-18808-Ljbffr

About Latham & Watkins

Latham & Watkins is a global law firm consistently ranked among the top firms in the world. The success of our firm is largely determined by our commitment to hire and develop the very best and brightest, creating a team that provides our clients with the highest quality of work and service. We are driven by our core values: respect, innovation, and collaboration.

About the Role

The Strategic Advisory and Financial Analyst - Financial Information Center (FIC) is an integral part of Latham's Financial Analysis team. This role will be responsible for providing financial and analytical support for the firm by monitoring and addressing requests sent to FIC and responding to other ad hoc requests from partners and management, as well as working in a team environment to complete ad hoc financial analysis, reports, and special projects related to client statistics and firm financial metrics. This role will be located in our Global Services Office in Downtown Los Angeles. Please note that this role may be eligible for a flexible working schedule that allows for a hybrid and in-office presence.

Responsibilities & Qualifications

Other key responsibilities include:

• Utilizing analytical skills, expert knowledge of business economics, finance, and accounting, as well as financial systems and business intelligence tools to obtain data, organize the information, and build reports to facilitate effective analysis
• Accurately interpreting requests for analysis and reporting to produce appropriate and correct final work product
• Effectively communicating work product to colleagues across the firm through e-mail, phone, video conference, and in-person presentations, as well as answering questions that may arise regarding the data and/or analytical methods and assumptions used to build the work product
• Making recommendations to streamline workflow and process within the organization and utilizing new technologies to automate tasks and reporting
• Maintaining detailed records documenting procedures, methodologies, and sources of information employed while performing analytical tasks
• Protecting and maintaining any highly sensitive, confidential, privileged, financial, and/or proprietary information that Latham & Watkins retains

We'd love to hear from you if you:

• Display excellent leadership skills in organizing, planning, problem-solving, and decision-making
• Possess the ability to lead large, long-term, and complex projects from inception to completion
• Demonstrate the ability to develop alternative solutions to meet goals

And have:

• A bachelor's degree or equivalent in finance, accounting, business administration, economics, or a related field
• A minimum of one (1) year of related analytical experience in finance or accounting
• Experience at a professional services organization, preferably
• Experience working on ad hoc requests and projects in a fast-paced environment, preferably

Benefits & Additional Information

Successful candidates will not only be provided with an outstanding career opportunity and welcoming environment, but will also be provided with a generous total compensation package with bonuses awarded in recognition of both individual and firm performance. Eligible employees can participate in Latham's comprehensive benefit program which includes:

• Healthcare, life and disability insurance
• A generous 401k plan
• At least 11 paid holidays per year, and a PTO program that accrues 23 days during the first year of employment and grows with tenure
• Well-being programs (e.g. mental health services, mindfulness and resiliency, medical resources, well-being events, and more)
• Professional development programs
• Employee discounts
• Affinity groups, networks, and coalitions for lawyers and staff

Latham & Watkins is an equal opportunity employer. The Firm prohibits discrimination against any employee or applicant for employment on the basis of race (including, but not limited to, hair texture and protective hairstyles), color, religion, sex, age, national origin, sexual orientation, gender identity, veteran status (including veterans of the Vietnam era), gender expression, marital status, or any other characteristic or condition protected by applicable statute.

Latham & Watkins LLP will consider qualified applicants with criminal histories in a manner consistent with the City of Los Angeles Fair Chance Initiative for Hiring Ordinance (FCIHO). Please click the link below to review the Ordinance.

Please click here to review your rights under U.S. employment laws. #Associate #LI-LK1

Pay Range

USD $100,000.00 - USD $120,000.00 /Yr.

Position Type: Regular
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 firms commitment tohelping clients own their financial futures. In this exciting role, youllgive clients financial guidance while forming lasting relationshipsbuilt on trust, respect, and reaching a common goal. Youll alsohavethe ability totake charge of your own professional journey with oursupportive, nurturing culture and diverse set of career opportunities.

As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, youll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a teamsetting, and share our passion for serving clients - this role is for you.

What you have

Required Qualifications:

• A valid and active FINRA Series 7 license required

• Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.

Preferred Qualifications:

Analyst, Financial Advisory (Summer 2026)

*For this opening we are looking for college Seniors graduating in Winter 2025/Spring 2026*

The Financial Advisory Analyst is a critical member of the relationship management team for high net worth and ultra-high net worth clients. This role sits within ICONIQ Investment Management which strives to deliver exceptional investment portfolios by harnessing the differentiated capital and strategic strength of the ICONIQ community.

What Youll Do:

• Prepare client balance sheets and develop asset allocation analyses.
• Monitor client investment performance and manage quarterly portfolio reports, ensuring accuracy and consistency.
• Develop a deep understanding of portfolio construction, asset classes, investment products, macroeconomics, client customizations, and professional communication.
• Perform ad hoc analyses for clients financial and estate planning needs.
• Participate in equity and option trading activities with increasing responsibilities for investment execution.
• Gather, prepare, and coordinate client tax data and documentation.
• Be exposed to and involved in direct private investments, client interactions, and other critical family office operations.

Ideal Candidate Background:

• Bachelors degree with a minimum 3.2 GPA
• Organized and detail-oriented with ability to manage and complete multiple tasks simultaneously
• Proactively and independently solve problems while exercising sound judgment
• Demonstrated passion in high-touch client service and the utmost adherence to confidentiality
• Strong communication skills both written and verbal
• Excellent interpersonal skills, enthusiasm and a strong aptitude for learning
• Expressed interest in a career in Private Wealth Management

What We Offer:

• Comprehensive Medical, Dental and Vision Insurance.
• Life and disability insurance coverage as well as family and wellness benefits including mental health benefits, fertility benefits, and back-up child care.
• A matching 401(k) program.
• Commuter Benefits program.
• Wellness stipend, cell phone stipend, and Wi-Fi stipend.
• We support employees who wish to pursue professional designations/certifications and offer tuition reimbursement in addition to an allocation for books and other supplies needed for an individual's coursework.
• Generous referral bonus to employees if they refer someone who is hired to the firm.
• Smart-casual dress code.

Location: Applicants are expected to work onsite in our San Francisco office in accordance with our hybrid working policy.

Compensation Range: ICONIQ is required by law to include a reasonable estimate of the salary range for this role, together with other compensation being offered such as a discretionary bonus, health insurance, and other perks. There are several factors taken into consideration in making compensation decisions including but not limited to skill sets; experience and training; licensure and certifications; and other business and organizational needs. At ICONIQ, we apply a total reward philosophy where all aspects of compensation and benefits are taken into consideration in determining compensation terms. A reasonable estimate of the current salary range is $95,000 - $105,000 together with the comprehensive benefits listed above.

#J-18808-Ljbffr

Position Type: Regular
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 firms commitment tohelping clients own their financial futures. In this exciting role, youll give clients financial guidance while forming lasting relationshipsbuilt on trust, respect, and reaching a common goal. Youll also havethe ability to take charge of your own professional journey with oursupportive, nurturing culture and diverse set of career opportunities.

As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, youll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a teamsetting, and share our passion for serving clients - this role is for you.

What you have

Required Qualifications:

• A valid and active FINRA Series 7 license required

• Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.

Preferred Qualifications:

Position Type: Regular
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 firms commitment tohelping clients own their financial futures. In this exciting role, youllgive clients financial guidance while forming lasting relationshipsbuilt on trust, respect, and reaching a common goal. Youll alsohavethe ability totake charge of your own professional journey with oursupportive, nurturing culture and diverse set of career opportunities.

As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, youll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a teamsetting, and share our passion for serving clients - this role is for you.

What you have

• Required Qualifications:

  • A valid and active FINRA Series 7 license required
  • Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.

  Preferred Qualifications:

  • Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by applying a focused client communication strategy, and exceeding client expectations.
  • Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your clients progress toward achieving their goals.
  • Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning
  • Ability to adapt and implement change as the market and business conditions evolve
  • Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation
  • Desire to provide an outstanding investor experience in additional to furthering your own professional development in Wealth Management.

  Whats in it for you:

  At Schwab, were committed to empowering our employees personal and professional success. Our flexible work options, supportive culture, and focus on your development means youll get the tools you need to make a positive difference in the finance industry.

  We offer a competitive benefits package that takes care of the whole you both today and in the future:

  • Base salary
  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance

  Investment Professionals' Compensation | Charles Schwab

  Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage origina tions must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process

• In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

Whats in it for you

At Schwab, were committed to empowering our employees personal and professional success. Our purpose-driven, supportive culture, and focus on your development means youll get the tools you need to make a positive difference in the finance industry.

We offer a competitive benefits package that takes care of the whole you both today and in the future:

• 401(k) with company match and Employee stock purchase plan
• Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
• Paid parental leave and family building benefits
• Tuition reimbursement
• Health, dental, and vision insurance