Team Building

Team Building Finance Jobs

172 jobs found

Senior Manager, Wealth Advisor - Schwab Wealth Advisory

Charles Schwab Chicago, IL

1mo ago

$148k - $204k/yr Full time Manager Senior Advisor

Manager Senior Advisor

Apply Now

Job Description

Overview

Schwab empowers you to make a meaningful impact on your career. We value innovative thinking and collaborative problem solving to challenge the status quo and advance the finance industry. This role requires on-site work at the designated location. Location: Chicago, IL 60695.

What you will do

As a Senior Manager, Wealth Advisor with Schwab Wealth Advisory (SWA), you will join a premier, fee-based, non-discretionary investment advisory platform that emphasizes personal relationships, tailored service, and ongoing guidance aligned with Schwab's investing approach. You will influence client outcomes as a fiduciary within a dedicated SWA team to deliver an outstanding client experience. SWA's philosophy enables you to utilize a broad suite of products, including stocks, bonds, ETFs, mutual funds, separately managed accounts, and option trading, to help clients manage more complex portfolios and achieve their goals. You will grow within an experienced, collaborative team, strengthen relationships with partners, including leading advisors, and have the opportunity to mentor junior SWA colleagues. If you seek to deepen your wealth management expertise while helping clients, this could be the right opportunity for you.

What you have

CFP® designation or CFA® designation
Bachelor's degree
Active and valid FINRA Series 7 license (may be obtained with a 120-day condition of employment)
Active and valid FINRA Series 66 license required (may be obtained with a 120-day condition of employment)
Five or more years of advisory experience, including creating and customizing financial plans and portfolios for clients

Preferred qualifications

Five or more years working directly with clients in the financial services industry, highly preferred

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

What’s in it for you

At Schwab, you have the opportunity to shape your future. We support your growth through meaningful work, ongoing learning, and a culture rooted in trust and teamwork, helping you develop the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances workplace flexibility with the value of in-person collaboration to serve clients effectively.

Benefits and compensation

We offer a comprehensive benefits package for today and the future, including:

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

View full job page →

VP, Financial Consultant - Troy, MI

Charles Schwab Troy, MI

1mo ago

$65k - $90k/yr Full time Charles Schwab Client Relationship Management Consultant

Charles Schwab Client Relationship Management Consultant

Apply Now

Job Description

Position Type: Regular

Your opportunity

In addition to the stated salary range, this position is eligible for bonus or incentive opportunities. To review the Investment Professionals’ incentive structure, please see the Compensation information here: Investment Professionals' Compensation.

At Schwab, you have the power to influence your own career trajectory. Here, innovative thinking meets practical problem solving as we challenge the status quo and drive transformation across the finance industry. Our branch team sits at the heart of helping clients secure their financial futures. In this role, you’ll provide clients with expert financial guidance while building relationships rooted in trust, respect, and shared goals. You’ll also have the opportunity to steer your professional path within a supportive, inclusive culture and a wide range of career opportunities. As a Financial Consultant at Schwab, you’ll work with existing Schwab clients to deliver wealth management and financial planning guidance. Over time, you’ll expand your practice through asset consolidation, networking, and client referrals. If you currently hold your securities license, enjoy collaborating in a team setting, 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 is required. You will be pursuing or obtaining FINRA Series 66 (63/65) and Life & Health Insurance licenses as part of your tenure.
Preferred Qualifications: Ability to build strong relationships, foster trust, and deepen client engagement by applying a focused communication strategy and consistently exceeding expectations. You’ll also learn to leverage our team of Schwab specialists, adhere to Schwab advice guidelines, apply market knowledge, and inspire action to help clients progress toward their goals. Willingness to manage wealth on behalf of clients across Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning. Adaptability to evolving market and business conditions. A passion for community involvement to discuss market conditions, sound investing principles, and long-term wealth strategies tailored to each client. A commitment to delivering an outstanding investor experience while advancing your own professional growth in Wealth Management.

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, enabling you to develop the skills that make a lasting impact.

Competitive benefits package supporting today’s well-being and future needs:
401(k) with company match and Employee Stock Purchase Plan
Paid time off for vacation and volunteering, plus a 28-day sabbatical after every five years of service for eligible positions
Paid parental leave and family-building benefits
Tuition reimbursement
Health, dental, and vision insurance

Location: Troy, MI 48099

View full job page →

VP, Financial Consultant- Buffalo, NY

Charles Schwab Amherst, NY

1mo ago

$65k - $90k/yr Full time Buffalo Charles Schwab Client Relationship Management

Buffalo Charles Schwab Client Relationship Management

Apply Now

Job Description

Overview

Position type: Regular. Compensation: In addition to the salary range, this role is eligible for bonus or incentive opportunities.

At Schwab, you have the opportunity to influence your career trajectory. Our culture blends innovative thinking with practical problem solving to challenge the status quo and transform the financial services industry. The Schwab branch team is central to helping clients secure their financial futures. In this role, you will provide financial guidance to clients and build lasting relationships founded on trust, respect, and shared goals. You’ll also have the chance to guide your own professional development within a supportive, collaborative environment that offers diverse career paths.

As a Financial Consultant at Schwab, you will work with existing Schwab clients to deliver wealth management and financial planning guidance. Over time, you’ll grow your practice through client asset consolidation, networking, and referrals. If you already hold a securities license, enjoy collaboration in a team setting, and share our commitment to servicing clients, this role is for you.

Location: Amherst, NY 14226

What you have

Required Qualifications

A valid and active FINRA Series 7 license
Anticipated requirement to obtain FINRA Series 66 (63/65) and Life & Health Insurance licenses during tenure
Pursuant to SAFE Act requirements, all employees engaged in residential mortgage originations must register with the NMLS registry and remain in good standing, including completing the required background check

Preferred Qualifications

Ability to build strong relationships, foster trust, and deepen client engagement by applying a focused client communication strategy and exceeding expectations
Willingness to leverage Schwab specialists, follow Schwab advice guidelines, apply market knowledge, and inspire clients to progress toward their goals
Openness to manage clients’ wealth across Retirement Planning, Education Planning, Investment Management, Banking & Lending, Insurance & Risk Management, and Estate Planning
Ability to adapt and implement change as market and business conditions evolve
Passion for community engagement and discussing market conditions, sound investing principles, and long-term wealth strategies with clients
Desire to deliver an outstanding investor experience while pursuing ongoing professional development in Wealth Management

What’s in it for you

At Schwab, you’re empowered to shape your future. We support your growth through meaningful work, ongoing learning, and a culture of trust and collaboration—so you can develop the skills to create a lasting impact.

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

View full job page →

VP, Financial Consultant - Annapolis, MD

Charles Schwab Annapolis, MD

1mo ago

$65k - $95k/yr Full time Annapolis Charles Schwab Client Relationship Management

Annapolis Charles Schwab Client Relationship Management

Apply Now

Job Description

Your opportunity

Position Type: Regular

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’re empowered to make an impact on your career. Here, innovative thinking meets creative problem solving, as we strive to “challenge the status quo” and transform the finance industry together. Schwab’s branch team lies at the heart of our commitment to helping clients own their financial futures. In this role, you’ll provide clients with financial guidance while building long-lasting relationships grounded in trust, respect, and shared goals. You’ll also have the opportunity to direct your own professional path within our supportive, nurturing culture and broad range of career opportunities.

As a Financial Consultant at Schwab, you will engage with existing Schwab clients, delivering 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 hold a securities license, enjoy collaborating in a team setting, and are passionate about serving clients, this role is a great fit.

Location: Annapolis, MD 21402

What you have

Required Qualifications:

A valid and active FINRA Series 7 license is 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 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 addition to furthering your own professional development in Wealth Management.

What’s in it for you

At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

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

View full job page →

VP, Financial Consultant - Tysons Corner, VA

Charles Schwab Tysons Corner, VA

1mo ago

$65k - $95k/yr Full time Charles Schwab Client Relationship Management Consultant

Charles Schwab Client Relationship Management Consultant

Apply Now

Job Description

Position Type

Regular

Your opportunity

In addition to the salary range, this role is eligible for bonus or incentive opportunities. Review our Investment Professionals’ incentive structure here: Investment Professionals' Compensation | Charles Schwab

At Schwab, you’ll have the chance to make a meaningful impact on your career. Innovative thinking meets practical problem solving as we strive to challenge the status quo and transform the finance industry together. Our branch teams lie at the heart of Schwab’s commitment to helping clients own their financial futures. In this role, you’ll provide clients with financial guidance while building lasting relationships grounded in trust, respect, and shared goals. You’ll also have the opportunity to chart your own professional path within a supportive, nurturing culture and a broad range of career opportunities. As a Financial Consultant, you’ll work with existing Schwab clients to deliver wealth management and financial planning guidance. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and referrals. If you currently hold securities licenses, enjoy teamwork, and share our dedication to client service—this role is for you.

What you have

Required Qualifications: A valid and active FINRA Series 7 license is required.
Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance will be required during tenure on the job.
Preferred Qualifications: Ability to build strong relationships, earn trust, and deepen client relationships by applying a focused client communication strategy and consistently exceeding client expectations.
Strong candidates will learn to leverage our team of Schwab specialists, Schwab advice guidelines, knowledge of the markets, and the ability to inspire action to help clients progress toward their goals.
Openness to manage wealth on behalf of clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning
Ability to adapt and implement change as market and business conditions evolve
Passion for community engagement to discuss market conditions, sound investing principles, and long-term wealth strategies tailored to a client’s personal situation
Desire to deliver an outstanding investor experience while advancing your own professional development in Wealth Management

What’s in it for you

At Schwab, you’re empowered to shape your future. We support your growth through meaningful work, ongoing learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.

We offer a competitive benefits package that supports the whole you—today and in the future:

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

Location

Tysons Corner, VA 22182

View full job page →

Associate, Sponsor Credit - Technology Finance

Wells Fargo Los Angeles, CA

1mo ago

$92k - $145k/yr Full time Associate Commercial Banking Credit

Associate Commercial Banking Credit

Apply Now

Job Description

Overview

Wells Fargo invites an Associate to join the Technology Finance team within the Commercial Bank's Sponsor Credit group, a leader in delivering innovative financing solutions. This role centers on underwriting and portfolio management for software/technology clients, primarily sponsor-backed, within a dedicated team focusing on the technology vertical.

What you'll do

Support portfolio management and credit underwriting for an assigned portfolio of technology-focused, sponsor-backed clients, performing transaction due diligence, financial analysis and modeling, credit analysis and monitoring, industry analysis, enterprise valuation, and preparation of credit memoranda.
Engage in regular client interaction and relationship management with CEOs, CFOs and private equity sponsors for the assigned portfolio. Collaborate with internal partners in commercial and investment banking to develop and execute relationship plans, and join meetings when relevant.
Review credit agreements and other loan documentation while assisting with legal diligence and negotiation. Over time, develop proficiency in structuring, negotiating, and documenting facility agreements.
Conduct and frequently present credit and financial analyses to business leadership and Independent Risk Management (IRM) in various forums, including portfolio reviews, pre-screen discussions, and credit/approval committees. Cultivate strong written and verbal presentation skills.
Participate in enterprise-wide strategic initiatives and ad-hoc projects to improve team efficiency and effectiveness.
Collaborate with peers and functional partners, building internal relationships that enhance role effectiveness. Leverage internal AI platforms to improve efficiency and apply best practices as generative AI tools proliferate.

Required Qualifications

2+ years of Mid-Corporate Portfolio Management experience, or an equivalent demonstration through a combination of work experience, training, military service, or education.

Desired Qualifications

Experience in sponsor finance at a commercial bank, investment bank, or finance company.
Strong proficiency in accounting and financial modeling.
Advanced analytical capabilities with meticulous attention to detail.
Excellent verbal and written communication skills.
Ability to thrive in a fast-paced, deadline-driven environment.

Job Expectations

Travel up to 10% of the time.
This position is not eligible for Visa sponsorship.
Hybrid work schedule is offered.
Specific compliance policies may apply regarding outside activities or personal investing; affected employees will be expected to provide information to the Wells Fargo Personal Account Dealing Team and adhere to policy requirements if hired. Details will be shared during recruitment.
This position is subject to FINRA background screening requirements. Candidates must successfully pass a background check prior to hire. In accordance with FINRA rules, individuals subject to statutory disqualification are not eligible to be associated with a FINRA-registered broker-dealer. Ongoing regulatory obligations, including periodic screening and mandatory incident reporting, must be met as required.

Location

1800 Century Park East - Los Angeles, California 90067

Pay Range

Pay Range: Reflected is the base pay range offered for this position. Pay may vary depending on factors including but not limited to demonstrated examples of prior performance, skills, experience, or work location. Employees may also be eligible for incentive opportunities.

$92,000.00 - $145,000.00

Benefits

Wells Fargo provides eligible employees with

View full job page →

LTAMDS DFS Finance Lead

Raytheon Tewksbury, MA

1mo ago

$132k - $252k/yr Full time Cost Control Defense DFS

Cost Control Defense DFS

Apply Now

Job Description

Overview

Raytheon is seeking a Deployment Fielding and Sustainment (DFS) Finance Lead to manage financial oversight across all DFS LTAMDS programs. In this role, you will deliver innovative, trusted solutions that optimize cost and schedule for Land and Air Defense products and services throughout their life cycle. You will collaborate with DFS program Leads, LTAMDS Program Control Account Managers, and program teams to ensure timely Earned Value Management inputs, reporting and analysis, and alignment on Budget Change Requests (BCRs). The position emphasizes effective cost control, schedule discipline, and meaningful analysis to drive predictable program outcomes. The work environment is grounded in Raytheon’s Systems Engineering and Test Capabilities (SE&TC) discipline, with Life Cycle Engineering (LCE) focusing on safe, reliable, maintainable, and timely product delivery, including support disciplines such as Logistics, Technical Manuals, Training, Reliability, Maintainability, Supportability, and Repair.

What You Will Do

Provide oversight, mentorship, and leadership to Control Account Managers (CAMs) supporting DFS on LTAMDS programs.
Assist in creating Estimates at Complete (EACs) quarterly and Latest Revised Estimates (LRE) monthly, including cost estimates, reasonableness tests, and risk/opportunity assessments at the Program/Product/Mission level.
Perform detailed earned value (EV) and financial analysis to support program decisions and reporting.
Drive cost control and schedule using APEX/SAP EV, IMS, and PMX management reporting tools; prepare analyses and reports to promote predictable cost and schedule outcomes.
Collaborate with engineering and program leads to obtain EVMS process inputs, develop EAC/LRE, produce monthly variance reports, and conduct weekly cost and labor run analyses.
Operate effectively as a self-sufficient contributor while also thriving in a team environment, supporting both Functional organizations and ensuring program financial commitments are met.

Requirements

U.S. Citizenship or U.S. Person status required; ability to obtain and maintain a U.S. government-issued security clearance.
Security Clearance Type: DoD Clearance — Secret; Security Clearance Status: Active and existing clearance required after day 1.
Location: Onsite in Tewksbury, MA (TB2 facility) with address details including ~ 50 Apple Hill Dr and ~ Sudbury Building, Tewksbury TB2 200 Sudbury.
Country: United States of America.
Program environment includes the Systems Engineering and Test Capabilities (SE&TC) discipline and the Life Cycle Engineering (LCE) focus on product support and related disciplines.