VP, Financial Consultant

1 month ago


Savannah GA, United States Charles Schwab Full time
Position Type: Regular 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 to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, 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 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 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 additional to furthering your own professional development in Wealth Management.  
  • Investment Professionals' Compensation | Charles Schwab
  • Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations 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


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


  • Savannah, United States Charles Schwab Full time

    Position Type: Regular 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 to helping clients own their financial futures....


  • Savannah, United States Charles Schwab Full time

    Position Type: Regular 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 to helping clients own their financial...


  • Atlanta, GA, United States Segal Benz Full time

    DescriptionThe VP, Benefits Consultant will support and grow a book of business with emphasis in the Multiemployer market, the Public Sector market, or both.The Opportunity: The individual will step into a multi-faceted role that offers the opportunity to work directly with clients in contributing to the growth of our client services.The Role: The role of a...


  • Atlanta, GA, United States Cedent Consulting Inc Full time

    Title : Sr VP Data Science @ Atlanta, GA Terms of Hire: Full Time. We are seeking a Data Science Manager who will use their knowledge and experience applying statistical and data science methods (supervised learning, unsupervised learning, time series forecasting, neural networks, deep learning and natural language processing), along with programming...


  • Atlanta, GA, United States CNA Financial Full time

    You have a clear vision of where your career can go. And we have the leadership to help you get there. At CNA, we strive to create a culture in which people know they matter and are part of something important, ensuring the abilities of all employees are used to their fullest potential. CNA seeks to offer a comprehensive and competitive benefits package to...


  • Savannah, United States Meron Financial Agency Full time

    Job DescriptionJob DescriptionCompany Overview:Join Meron Financial Agency, a leading firm committed to empowering individuals and businesses to achieve their financial goals. With a dynamic team of experts and a client-centric approach, we offer unparalleled opportunities for growth and success.Are you passionate and eager to make a meaningful impact on...


  • Savannah, United States Meron Financial Agency Full time

    Job DescriptionJob DescriptionCompany Overview:Join Meron Financial Agency, a leading firm committed to empowering individuals and businesses to achieve their financial goals. With a dynamic team of experts and a client-centric approach, we offer unparalleled opportunities for growth and success.Are you passionate and eager to make a meaningful impact on...


  • Dalton, GA, United States Robert Half Full time

    DescriptionThis search is being conducted by Steve Spinello.We are in search of a VP/Director of Finance to join our team based in Dalton, Georgia. In this role, you will be responsible for managing financial and finance analysis projects, overseeing the regional forecast and budget process, and controlling regional liquidity. This is an excellent...


  • Atlanta, GA, United States Truist Financial Corporation Full time

    Primary Location : Atlanta, GA US : **VP / Director, CIB Credit Delivery Portfolio Manager** You'll be required to create an account or sign in to an existing one.** *If you have a disability and need assistance with the application, you can request a reasonable accommodation. Regular or Temporary:** Regular**Language Fluency:** English (Required) **Work...


  • Savannah, United States Lendmark Financial Services, LLC Full time

    At Lendmark Financial Services, we believe the success of our company is specifically attributable to the quality of our employees and their commitment to our customers. We value each customer and understand that people want to do business with people who care. Thats one way we differ from our competitors. We are proud of what we as a team have accomplished....


  • Savannah, United States Lendmark Financial Services, LLC Full time

    The Loan Consultant I provides exceptional customer experience while providing personal loan solutions. This position focuses on building a customer base through sales, loan extension and merchant referrals. Role success will be based on creation of Customer Service Representative, Customer Service, Consultant, Customer Experience, Representative, Retail


  • Savannah, GA, United States HCA - HBP Division (Hospital Based Physicians) Full time

    Anesthesiology HCA Healthcare Anesthesia Services is recruiting for a Division Medical Director to oversee its network of four hospitals in South Atlantic Division. Hospital-Based Physician Services (HBP) is a multi-specialty organization involved in every major aspect of HCA’s Hospital-Based physician / provider growth and operational strategies....


  • Atlanta, GA, United States B2B CFO® Full time

    Seeking An Experienced CFO Are you a driven and entrepreneurial CFO with experience in helping business owners improve their business? Would you like to guide business owners in selling or buying privately held companies? Would you like to be rewarded for your skill and experience? Are you seeking a unique opportunity to control your career while building...


  • Atlanta, GA, United States Truist Financial Corporation Full time

    The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status. ...


  • Savannah, Georgia, United States Magellan Health Full time

    This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not...


  • Savannah, Georgia, United States Magellan Health Full time

    This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not...


  • Savannah, United States Magellan Health Full time

    This position will provide personal financial services at assigned military installations. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at military installations. Services include education and counseling addressing financial services that may include, but are not...


  • Savannah, United States Westlake Financial Services Full time

    WESTLAKE FINANCIAL  Westlake Financial is the largest privately held auto finance company in the United States with demonstrated growth year over year. We continue to expand our teams and diversify our business model. This leads to cementing us as a leader in the automotive lending industry. Westlake continues to grow its market share within the Auto...


  • Savannah, United States Westlake Financial Services Full time

    WESTLAKE FINANCIAL  Westlake Financial is the largest privately held auto finance company in the United States with demonstrated growth year over year. We continue to expand our teams and diversify our business model. This leads to cementing us as a leader in the automotive lending industry. Westlake continues to grow its market share within the Auto...


  • Savannah, United States Virentes Partners Group LLC Full time

    ASSOCIATE DIRECTOR OF CORPORATE DEVELOPMENT AND FINANCIAL ANALYSIS (Remote work in your location with required travel) Position Summary: As a key member of the leadership team, the Associate Director of Corporate Development and Financial Analysis will work with the team to help define, shape, and execute the company's agenda for investments, joint...