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GoPro, Inc.
San Mateo, CA, United States
Location: Flexible (San Mateo, CA) - This role requires proximity to the San Mateo office location with flexibility to work remotely with manager approval. The Role GoPro is seeking a skilled Finance professional to join the Financial Planning & Analysis team supporting the Research & Development (R&D) business unit. This valued team member will ow
Job Source: GoPro, Inc.BigHat
San Mateo, CA, United States
VP, People Department: General and Administrative Employment Type: Full Time Location: San Mateo, CA Description The Role: The Vice President of People will report to the Chief Executive Officer and be responsible for all aspects of the people function. The Vice President of People will be a part of the Leadership team and as such will repor
Job Source: BigHatFranklin Templeton
San Mateo, CA, United States
At Franklin Templeton, everything we do is focused on one thing - delivering better client outcomes. We do that by partnering closely with our clients, assessing their strategic needs, and identifying the solution or solutions that can meet the challenge. Over 9,500 employees working in 30 countries around the world are dedicated to servicing inves
Job Source: Franklin TempletonFive Below
San Mateo, CA, United States
At Five Below our growth is a result of the people who embrace our purpose: We know life is way better when you are free to Let Go & Have Fun in an amazing experience, filled with unlimited possibilities, priced so low, you can always say yes to the newest, coolest stuff! Just ask any of our over 17,000 associates who work at Five Below and they'll
Job Source: Five BelowTeldar Group Inc
San Mateo, CA, United States
This role is responsible for the development and execution of sourcing initiatives across the IT category. It is responsible for conducting spend analysis, analyzing markets, identifying sourcing value levers, executing competitive RFIs/RFPs and leading supplier negotiations. There are many advancement opportunities and growth as well as a complete
Job Source: Teldar Group IncCharles Schwab
Los Altos, CA, United States
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. Schwab’s branch team is at the heart of our firm’s commitment tohelping clients own their financial futures. In this exciting r
Job Source: Charles SchwabFive Guys
San Mateo, CA, United States
Five Guys Burgers and Fries is one of America's most successful hamburger concepts, not just for its food, ranked the #1 burger in America by Zagat survey, but also because of its employees.We have a unique work environment where crew members and management are trained to work every position in the restaurant.From the register, to the grill, to mor
Job Source: Five GuysEdSurge
San Mateo, CA, United States
IXL Learning - San Mateo, California - Full time IXL Learning, developer of personalized learning products used by millions of people globally, is seeking an upbeat, focused, high-energy individual to join our Inside Sales team. The ideal candidate will be goal-oriented and tenacious with a natural sales instinct. You will have experien
Job Source: EdSurgeSan Mateo, CA, United States
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.
Schwab’s branch team is at the heart of our firm’s commitment tohelping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationshipsbuilt on trust, respect, and reaching a common goal. You’ll 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, you’ll 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 l everage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s 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.
What’s in it for you:
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
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What’s in it for you At Schwab, we’re committed to empowering our employees’ personal and professional success. Our purpose-driven, supportive culture, and focus on your development means you’ll 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
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Email Alert for VP, Financial Consultant - San Mateo, CA jobs in San Mateo, CA, United States
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