VP, Financial Consultant- West Portal, CA

4 weeks ago

San Francisco CA, 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

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

  • VP, Financial Consultant- West Portal, CA

    4 weeks ago

    San Francisco, CA, United States Charles Schwab Full time

    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...

  • VP, Financial Consultant- West Portal, CA

    4 weeks ago

    San Francisco, 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....

  • VP, Financial Consultant- West Portal, CA

    4 weeks ago

    San Francisco, 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...

  • Financial Planning Consultant

    1 day ago

    San Antonio, United States Equitable Advisors LLC Full time

    Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID, WA, CA, OR, UT, CO) Avantax Planning Partners posted 05/11/2024 More... front runner Financial Planning Consultant (Required: Series 7/66 or 63/65 combo) (Remote: Pacific NW - MT, ID, WA, CA, OR, UT, CO) Avantax Planning Partners San Antonio, TX 78208 posted...

  • VP, Financial Consultant

    4 weeks ago

    Campbell, CA, United States Charles Schwab Full time

    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...

  • VP, Financial Consultant

    4 weeks ago

    Campbell, CA, 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...

  • VP, Financial Consultant

    6 days ago

    San Mateo, CA, 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...

  • Physical Medicine and Rehabilitation Doctor- Oakland CA

    6 days ago

    San Francisco, CA, United States MRG Exams Full time

    Description MRG Exams West, a wholly owned subsidiary of MRG Exams, a leader and premier service provider of independent medical examinations is looking for Physical Medicine and Rehabilitation Provider to perform medical assessments on United States Veterans as part of the VA's disability benefits process. The Physical Medicine and Rehabilitation Provider...

  • VP, Financial Consultant

    2 days ago

    San Mateo, United States CFA Institute 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 tohelping clients own their financial futures. In this...

  • VP, Financial Consultant

    6 days ago

    San Mateo, 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...

  • VP, Financial Consultant

    4 weeks ago

    San Mateo, 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...

  • VP, Financial Consultant

    4 weeks ago

    San Mateo, 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...

  • VP of Engineering

    3 weeks ago

    San Francisco, United States Unreal Gigs Full time

    Job DescriptionJob DescriptionMissionAs the VP of Engineering, your mission is to collaborate with our CTO in building and leading a high-performing engineering team. Your focus will be on developing, recruiting, and empowering exceptional software engineers to deliver their best work.RequirementsProfile & ExperienceExtensive experience as a generalist...

  • VP of Technology, Blockchain/Crypto/NFT, Mandarin Language Required

    1 day ago

    San Francisco, United States Next Step Systems Full time

    VP of Technology, Blockchain/Crypto/NFT, Mandarin Language Required, San Francisco, CA We have an exciting VP of Technology opportunity to get in on the ground floor and help grow an international crypto company entering the U.S. market. Looking for a technology leader to build and manage a team of U.S.-based Front-End and Back-End Engineers. Fluency in the...

  • VP of Engineering

    4 weeks ago

    San Francisco, California, United States Unreal Gigs Full time

    Mission As the VP of Engineering, your mission is to collaborate with our CTO in building and leading a high-performing engineering team. Your focus will be on developing, recruiting, and empowering exceptional software engineers to deliver their best work. Requirements Profile & Experience Extensive experience as a generalist backend engineer with no...

  • Physical Medicine and Rehabilitation Doctor- Oakland CA

    6 days ago

    San Francisco, United States MRG Exams Full time

    DescriptionMRG Exams West, a wholly owned subsidiary of MRG Exams, a leader and premier service provider of independent medical examinations is looking for Physical Medicine and Rehabilitation Provider to perform medical assessments on United States Veterans as part of the VA's disability benefits process.The Physical Medicine and Rehabilitation Provider...

  • Physical Medicine and Rehabilitation Doctor- Oakland CA

    18 hours ago

    San Francisco, United States MRG Exams Full time

    DescriptionMRG Exams West, a wholly owned subsidiary of MRG Exams, a leader and premier service provider of independent medical examinations is looking for Physical Medicine and Rehabilitation Provider to perform medical assessments on United States Veterans as part of the VA's disability benefits process.The Physical Medicine and Rehabilitation Provider...

  • VP, Enterprise Sales Strategy

    2 days ago

    San Diego, CA, United States LPL Financial Full time

    Are you a team player? Are you curious to learn? Do you enjoy strategizing on how to approach large opportunities while thinking creatively about how to move them through the sales pipeline? If so, LPL Financial is the place for you!LPL Financial (Nasdaq: LPLA) was founded on the principle that the firm should work for the advisor, and not the other way...

  • Accounting Advisory

    4 weeks ago

    San Francisco, United States Regal Executive Search Full time

    Job Description Accounting Advisory – Consultant Senior Associate level financial consultants work closely with senior management of Fortune 500, mid-cap and start-up companies. Managers lead project teams and interact with clients and their Big 4 auditors on all aspects of engagements, including report writing, developing and managing relationships with...

  • Business Execution Consultant

    5 days ago

    San Francisco, United States Motion Recruitment Full time

    Outstanding long-term contract opportunity! A well-known Financial Services Company is looking for a Business Execution Consultant in San Francisco, CA (Hybrid). Work with the brightest minds at one of the largest financial institutions in the world. This is long-term contract opportunity that includes a competitive benefit package! Our client has been...