Client Building

Client Building Finance Jobs

170 jobs found

Sr. Specialist, Service Concierge - Schwab Wealth Advisory

Charles Schwab Westlake, TX Hybrid

2mo ago

$29 - $42/hr Full time Advisory Case Management Client Engagement

Advisory Case Management Client Engagement

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Job Description

Overview

This regular, on-site role is based in Westlake, Texas (76262) with a hybrid remote arrangement. Schwab Wealth Advisory is Schwab’s premier, fee-based, non-discretionary wealth management program dedicated to delivering exceptional service to help clients reach their financial objectives. As a Concierge for Schwab Wealth Advisory, you will provide premium operational support to Regional Wealth Advisors, Associate Wealth Advisors, and Financial Consultants through active case management across multiple workflows. The organization values integrity, open communication, solid market knowledge, and a passion for client service, and supports ongoing growth and development within Schwab Wealth Advisory.

Your role and impact

As a Concierge, you’ll be part of a fast-paced, tightly connected team of about 10–12 professionals. You’ll play a vital role in supporting advisors and other key business partners through operational requests and case management, delivering extraordinary and consistent service experiences, proactively engaging clients in line with casework, and strengthening relationships across clients and colleagues. You will leverage your financial services experience to address foundational needs related to portfolio management, financial planning, and understanding the broader markets and economy. This position offers a solid foundation in wealth-management support, with your manager focusing on your professional development through coaching and ongoing training to prepare you for future opportunities within Schwab Wealth Advisory.

Core competencies

Client Orientation: Deliver white-glove service, resolving issues and anticipating client needs.
Exceptional Oral and Written Communication: Strong ability to clearly convey processes and standards to Advisors, Financial Consultants, and other partners.
Thoroughness: High accuracy in operations and follow-up; proactively using tools and resources to solve problems with minimal errors.
Building Collaborative Relationships: Build trust and cross-departmental cooperation while maintaining broad internal connections.
Fostering Teamwork: Work effectively both independently and as part of a team, managing multiple tasks concurrently.

What you have

To uphold Schwab’s commitment to challenging the status quo, the following qualifications are required and preferred:

Required Qualifications

Active and valid FINRA Series 7 license
Active and valid FINRA Series 66 or 63/65 licenses (may be obtained with a 120-day COE)
Minimum of 1 year of experience in the financial services industry

Preferred Qualifications

Experience servicing high-net-worth clients
Experience supporting financial advisors
Experience with CRM software, such as Salesforce

Compensation and incentives

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

What’s in it for you

What’s in it for you: At Schwab, you’re empowered to shape your fu

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Financial Advisor

Confidential Rosemont, IL Hybrid

2mo ago

$175k - $295k/yr Full time Marketing Advisor Broker-Dealer

Marketing Advisor Broker-Dealer

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Job Description

Overview

Seasoned financial advisor? Elevate your career with a Fortune 500 partner. We’re seeking a Financial Advisor to join forces with a prestigious, nationally recognized financial institution. This role offers you the chance to grow your practice, broaden your client base, and unlock substantial opportunities—all while preserving the independence you value.

Why This Opportunity Stands Out

Our partner combines a nationally recognized leadership position with advanced tools and personalized support to help you thrive, creating the ideal environment to strengthen and expand your advisory practice.

What You’ll Gain

Ten tailored lead programs & national marketing support to attract new clients
Transition payments & competitive commission payouts designed to fit your business needs
Independent Broker-Dealer & RIA structure, offering the freedom to manage your practice
Business-building programs & coaching to maximize profitability
Branding & marketing expertise to boost visibility with innovative campaigns
Seamless transition support with a dedicated onboarding team for you and your clients
Succession planning to secure your legacy
Ongoing training & development to stay ahead in a fast-evolving industry

What We’re Looking For

Education: Bachelor’s Degree or relevant experience
Licenses: FINRA Series 7, Series 66
Insurance: Life, Accident, and Health licenses preferred
Skills: Strong analytical, problem-solving, and communication abilities

Compensation & Benefits

Transition Compensation
401(k) with Matching
Health, Dental, and Vision Insurance
Flexible Spending & Health Savings Accounts
Life Insurance & Employee Assistance Programs
Professional Development Opportunities
Retirement Plans

Why Join Our Client

This opportunity is more than a job—it’s a pathway to build the practice you’ve envisioned. With a supportive service model, cutting-edge tools, and a nationally recognized brand behind you, the possibilities are vast.

About Talent Elite Partners

Talent Elite Partners specializes in connecting top-tier financial advisors with premier companies nationwide. We protect your privacy—conversations are kept confidential throughout the process.

Take the Next Step in Your Career

If you’re an experienced financial advisor seeking a dynamic, growth-focused opportunity, we want to hear from you. Apply now to start building the future you deserve!

Job Details

Job Type: Full-time
Work Location: Hybrid remote in Rosemont, IL 60018
Projected Total Compensation: $175,000.00 - $295,000.00 per year
Job Code: IND456
Licenses: Series 7 (Required); Series 66 (Preferred)

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U.S. Private Bank - Private Banker - Executive Director

JPMorganChase New York, NY

2mo ago

$170k - $250k/yr Full time Alternative Investments Asset Allocation Asset Management

Alternative Investments Asset Allocation Asset Management

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Job Description

We are actively seeking exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level. As a Private Banker, you are responsible for advising families on building, preserving and managing their wealth. You will use your knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. You will be part of a local team and supported by an institutional platform that has the resources, specialists and intellectual capital to help you advise clients on achieving their desired goals.

Location: New York, NY 10017

Job Responsibilities

Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
Generate business results and acquire new assets, both from existing client base and new client acquisition
Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, credit and banking needs
Partner with internal specialists to provide interdisciplinary expertise to clients when needed
Connect your clients across all lines of business of J.P. Morgan Chase & Co.
Ensure that proposed solutions fulfill clients' needs and objectives in the short, medium and long term through a holistic goals based planning approach
Strictly adhere to all risk and control policies, regulatory guidelines and security measures

Required qualifications, capabilities, and skills

Six plus years of work experience in Private Banking or Financial Services
Bachelor’s Degree required
Series 7, 66 and Insurance licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
Proven sales success and strong business acumen
Strong community presence with an established network
Experience or demonstrated understanding of investments, wealth planning, credit and banking concepts
Focuses on the client experience and works tirelessly on the client’s behalf

Preferred qualifications, capabilities, and skills

MBA, JD, CFA, or CFP preferred
Proactive, takes initiative, and uses critical thinking to solve problems
Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
Experience with and in-depth knowledge of the equity and fixed income markets and alternative investments, including Hedge Funds, Private Equity and Real Estate

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

Compensation and Benefits

We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-sit

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Senior Associate, Institutional Retirement Income Solutions

New York Life Jersey City, NJ Hybrid

2mo ago

$90k - $116k/yr Full time Senior Actuarial Annuities

Senior Actuarial Annuities

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Job Description

Role Details

Requisition ID: 93406
Department: Institutional Annuities
Job Function: Institutional Annuities
Location: Jersey City, New Jersey, United States
Role Location Designation: Hybrid - 3 days per week

Role Overview

In the Institutional Retirement Income Solutions team, the Senior Associate will help drive growth across two strategic segments: Defined Contribution Retirement Income and Pension Risk Transfer. This position sits at the crossroads of product strategy, market intelligence, and business development, offering the chance to influence how retirement security is delivered to plan sponsors and participants. You will support key strategic initiatives, strengthen competitive positioning, and contribute to expanding New York Life’s footprint in the institutional retirement market. An analytical mindset and collaborative approach will be essential as you advance the team’s mission.

What You'll Do

Support Pension Risk Transfer product management activities, including pricing coordination, case support, process improvement efforts, and guiding internal and external discussions to ensure successful transaction execution.
Conduct market research and competitive analysis to inform strategic positioning and identify opportunities for growth.
Develop financial models and analytical frameworks to evaluate opportunities and support informed decision-making.
Assist in preparing materials for partnership discussions, client presentations, and internal leadership meetings.
Support outreach to advisors and consultants to raise awareness of New York Life's retirement income solutions.
Monitor industry trends, regulatory developments, and competitive dynamics across DC and PRT markets.
Collaborate with distribution, operations, legal, and actuarial teams to advance strategic priorities.
Contribute to special projects and initiatives that drive growth for the Institutional Retirement Income business.

What You'll Bring

Bachelor’s degree preferred; advantageous fields include business, mathematics, economics, finance, actuarial science, or related areas with strong quantitative and analytical skills.
3+ years of professional experience, ideally within financial services, asset management, insurance, or retirement-related sectors.
Strong analytical and problem-solving capabilities with the ability to synthesize complex information.
Proficiency in Excel and PowerPoint; comfortable building models and delivering executive-ready presentations.
Excellent written and verbal communication skills.
Curiosity and a desire to learn about retirement products, markets, and competitive dynamics.
Ability to manage multiple priorities and work both independently and collaboratively.
Experience in retirement, annuities, or institutional markets is a plus but not required.
Candidates must be willing to obtain Life/Accident/Health insurer licensing credentials.

Pay Transparency and Benefits

Salary range: $90,000–$115,500

Overtime eligibility: Exempt

Discretionary bonus eligibility: Yes

Sales bonus eligibility: No

Actual base salary will be determined based on factors including experience, skills, qualifications, and job location. Employees are eligible for an annual discretionary bonus, and may participate in incentive programs in addition to base pay.

Location and Schedule

Hybrid work arrangement with in-office presence in Jersey City, New Jersey. Role location designation: Hybrid - 3 days per week.

Company Overview

At New York Life, our 180-year heritage of purpose and integrity guides our path forward. As we evolve to incorporate more technology, data, and AI into our operations, we remain grounded in the values that drive lasting impact. Our diverse business portfolio creates opportunities to make a difference across industries and communities—fostering bold thinking, collaborative problem-solving, and purpose-driven innovation. You’ll find a rare balance of enduring stability and forward momentum, supported by an inclusive team that honors tradition while embracing progress. We are a Fortune 100 mutual company.

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Licensed Financial Services Representative

Charles Schwab Phoenix, AZ Hybrid

2mo ago

$59k - $68k/yr Full time Contact Center Customer Service F&I

Contact Center Customer Service F&I

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Job Description

Your opportunity

At Schwab, you have the potential to influence your career trajectory. Here, forward-thinking ideas meet practical problem solving as we challenge the status quo and drive transformation in the finance industry. Schwab’s service team lies at the center of our commitment to helping clients secure their financial futures. In this role, you’ll deliver financial guidance to clients while building lasting relationships based on trust, respect, and shared goals. You’ll engage with clients, advocate on their behalf when answering inbound calls, take ownership of complex issues, and work toward the best possible solution. You’ll also have the chance to shape your professional journey within a supportive, nurturing culture that offers a range of career opportunities. If you already hold securities licenses, enjoy teamwork, and share our passion for serving clients, this role is for you.

Location: Hybrid remote in Phoenix, AZ 85016.

What you have

Successful candidates bring a growth mindset, a willingness to learn, and a genuine passion for serving others. We strive to make a difference in people’s lives through innovative solutions and world‑class service.

Active FINRA Series 7 & 63 licenses
Ability to work 8:00am – 4:30pm Monday through Friday during Schwab's training program, on-site
After training is complete, the ability to work the assigned shift to accommodate business needs, including evening, overnight, and weekend options
Flexibility to work any day, time, or shift to support 24/7 contact center needs

Compensation and shifts

Starting compensation for this location ranges from $59,000 to $67,500, depending on related experience, plus an annual bonus opportunity equal to 10% of base pay and other eligible earnings. Evening, overnight, and weekend shifts include up to 20% additional compensation, depending on the shift.

Your Talent Advisor will walk you through the training schedule, available shift groups, and the shift assignment process during the interview.

Example shift groups:

Weekend Day Shift (Start between 5:30am–8:30am MST, includes 1–2 weekend days): Potential to work remote after training if both weekend days are assigned
Weekday Evening Shift (Start 10am–4pm MST, Monday–Friday): In office
Weekday Overnight Shift (Start 6:30pm MST, Monday–Thursday): Potential to work fully remote after training

Preferred Qualifications

1+ years of customer service experience
1+ years of client relationship experience
Bachelor’s degree or higher in Finance, Economics, or related field from an accredited university
Ability to adapt to changes in the market and business
Robust communication, influencing, and client engagement skills
Desire to be part of a supportive and collaborative team
Proficient in Client Relationship Management (CRM) platforms
Strong candidates will also have previous experience in a Financial Representative role

What’s in it for you

At Schwab, you’re empowered to shape your future. We support your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build skills that make a lasting impact. Our Hybrid Work and Flexibility approach balances our commitment to workplace flexibility, serving clients, and the value of being together in person on a regular basis.

401(k) with company match and Employee stock purchase plan
Paid time for vacation, volunteering, and a 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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Financial Consultant Partner- Monarch Beach (Dana Point), CA

Charles Schwab Dana Point, CA

2mo ago

$29 - $48/hr Full time Beach CA Consultant

Beach CA Consultant

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Job Description

Your opportunity

At Schwab, you have the chance to influence your career trajectory. Innovative thinking meets practical problem solving as we challenge the status quo and reshape the financial industry together. As a Financial Consultant Partner (FCP) in Dana Point, you’ll operate at the center of client engagement, partnering with Senior Financial Consultants and their practice clients. With your growing expertise, you’ll deepen relationships, identify business development opportunities, and learn from mentors as you contribute to the growth and management of a high-net-worth wealth management practice. If you’re a licensed financial professional with a passion for wealth management and a desire to grow under an experienced advisor, this could be your role.

What you have

Required Qualifications:

A valid and active Series 7 license is required (license may be obtained under a condition of employment through the Branch Network Licensing Program).
A valid and active Series 66 (63/65) license is required (license(s) may be obtained under a condition of employment).

Preferred Qualifications

3+ years of Financial Services industry experience.
Strong written and verbal communication skills.
Proven ability to multitask and prioritize effectively when handling multiple duties.
Ability to identify opportunities for new relationship development.
Openness to build, refresh, and deliver financial plans for practice clients in partnership with Senior Financial Consultant(s).
Capability to identify client needs and manage expectations accordingly.
Ability to establish and maintain cross-enterprise working relationships.
Notary capability.
Willingness to manage local events as needed.
Experience updating and compiling client information through Schwab’s internal CRM tool.

What’s in it for you

Schwab empowers you to shape your future through meaningful work, ongoing learning, and a culture anchored in trust and collaboration, enabling you to develop skills that deliver lasting impact. We offer a competitive benefits package designed to support you today and in the years ahead, including:

401(k) with company match and an Employee Stock Purchase Plan.
Paid time off for vacation and volunteering, plus a 28-day sabbatical after every five years of service for eligible roles.
Paid parental leave and family-building benefits.
Tuition reimbursement.
Health, dental, and vision insurance.

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VP, Financial Consultant - New York, NY (Wall Street)

Charles Schwab New York, NY

2mo ago

$75k - $90k/yr Full time Senior Consultant Financial Planning

Senior Consultant Financial Planning

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Job Description

Your opportunity

In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure. Investment Professionals' Compensation | Charles Schwab

At Schwab, you have the ability to influence your career path. Our culture blends innovative thinking with collaborative problem solving to challenge the status quo and transform the finance industry together. The branch team sits at the core of helping clients secure their financial futures. In this role, you’ll deliver financial guidance to clients while building relationships based on trust and mutual goals. You’ll also have the chance to steer your own professional journey within a supportive, nurturing environment and a range of career opportunities.

As a Financial Consultant, you’ll work with the existing Schwab client base to provide wealth management and financial planning advice. Over time, you’ll expand your practice through client asset consolidation, networking, and referrals. If you already hold a securities license, enjoy collaboration, and share our commitment to client service—this role is for you.

What you have

Required Qualifications
- A valid and active FINRA Series 7 license is required.
- During your tenure, you will obtain or acquire FINRA Series 66 (63/65) licenses and Life & Health Insurance as required.
Preferred Qualifications
- Ability to build strong relationships, foster trust, and deepen client engagement by applying a focused communication strategy and consistently exceeding expectations.
- Willingness to leverage the team of Schwab specialists, adhere to Schwab advice guidelines, apply market knowledge, and motivate clients toward their goals.
- Openness to manage wealth for clients across Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning.
- Ability to adapt and implement changes as the market and business conditions evolve.
- Passion for community engagement, discussing market conditions, sound investing principles, and long-term wealth strategies tailored to individual situations.
- A desire to deliver an outstanding investor experience while pursuing ongoing professional development in Wealth Management.

What’s in it for you

Schwab empowers you to shape your future through meaningful work, continuous learning, and a culture built on trust and collaboration—enabling you to develop the skills that leave a lasting impact. We offer a competitive benefits package designed to support you today and in the future:

401(k) with company match and Employee Stock Purchase Plan
Paid time off for vacation, volunteering, and a 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