VP, Financial Consultant
5 months ago
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 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.
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 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
-
Interim VP Financial Planning Analysis
1 month ago
New York, United States Warbird Consulting Partners Full timeWarbird Healthcare Advisors actively seeks experienced consultants to be considered for an Interim Vice President, Financial Planning & Analysis role with a large healthcare system in the Northeast. The Interim VP, Financial Planning & Analysis (FP&A) will be responsible for driving performance through financial planning, budgeting, forecasting, decision...
-
VP, Financial Associate
3 weeks ago
New York, New York, United States Marsh & McLennan Companies Full timeJob Title: VP, Financial AssociateWe are seeking a highly skilled and experienced VP, Financial Associate to join our team at Marsh McLennan Companies. As a key member of our financial team, you will be responsible for analyzing financial statements, assessing business and industry risks, and evaluating business strategies.Key Responsibilities:Analyze...
-
VP, Financial Associate
4 weeks ago
New York, New York, United States Marsh & McLennan Companies Full timeJob Title: VP, Financial AssociateCompany: Guy CarpenterDescription:Guy Carpenter's Rating Advisory Team is seeking an experienced professional to join our team in New York or Philadelphia. As a VP, Financial Associate, you will contribute to developing in-depth sector and financial analysis for our clients.Key Responsibilities:Analyze financial statements...
-
VP Consulting Leader
4 days ago
New York, New York, United States AECOM Full timeAECOM is seeking a visionary leader to spearhead our surface transportation strategy. As VP Consulting Leader, you will be responsible for articulating a clear vision for surface transportation within our organization, as well as with key clients and across the surface transportation community.Key responsibilities include:Thought leadership on surface...
-
VP, Alternative Product Solutions, Insurance
1 month ago
New York, New York, United States Voya Financial Full timeAbout the RoleWe are seeking a highly skilled and experienced professional to join our Alternative Product Solutions team as a VP, Alternative Product Solutions, Insurance. This role will be responsible for developing and growing Voya's private and alternatives platform, which manages over $60 billion across a suite of private credit, residential and...
-
Financial Services FP&A VP
4 weeks ago
New York, New York, United States Michael Page International Full timeAbout Our ClientOur client is a leading financial services firm providing specialized finance solutions to the legal market in NYC. They offer a collaborative and dynamic work environment with a hybrid schedule.Job DescriptionWe are seeking an experienced FP&A professional to join our team as a VP of Financial Planning & Analysis. The successful candidate...
-
New York, New York, United States Voya Financial Full timeAbout the RoleWe are seeking a highly skilled and experienced professional to join our Alternative Product Solutions team as a VP, Insurance Product Solutions. This role will be responsible for developing and growing our private and alternatives platform, which manages over $60 billion across a suite of private credit, residential and commercial mortgages,...
-
VP - Management Liability Specialist
3 weeks ago
New York, New York, United States IDEX Consulting Ltd Full timeJob Title: VP - Management LiabilityWe are seeking an experienced professional to join our team at IDEX Consulting Ltd as a VP - Management Liability. This role will involve building and developing an industry-leading portfolio in the Management Liability division.Key Responsibilities:Drive profitability and growth through effective management and...
-
Financial Consultant
2 weeks ago
new york city, United States New Start Capital Full timeAbout New Start Capital:We are a debt modification firm helping clients consolidate debt through personalized financial solutions. We pride ourselves on transparency, integrity, and providing a great customer experience.Role Overview:As a Financial Consultant with New Start Capital, you will work with prospective clients looking for debt consolidation...
-
VP Commercial Financial Analysis Manager
4 days ago
New York, New York, United States Barclays Full timeJob DescriptionJob Title: VP Commercial Financial Analysis ManagerJob Summary:We are seeking a highly skilled VP Commercial Financial Analysis Manager to join our team at Barclays. The successful candidate will be responsible for managing the bank's liquidity position, developing and implementing strategies to meet short-term and long-term obligations, and...
-
VP Change Solutions Specialist
3 weeks ago
New York, New York, United States Ashton Lane Group, Inc Full timeJob Title: VP Change Solutions SpecialistJob DescriptionAs a VP Change Solutions Specialist at Ashton Lane Group, Inc, you will be part of the Internal Strategy and Transformation team within an international investment bank. Your primary responsibility will be to support and advise Executive Management around the globe on high-level strategic projects.Key...
-
Senior Financial Services Consultant
5 days ago
New York, New York, United States Alvarez & Marsal Financial Services Industry Group, LLC Full timeJob SummaryWe are seeking a highly experienced Senior Financial Services Consultant to join our team at Alvarez & Marsal Financial Services Industry Group, LLC. As a Senior Financial Services Consultant, you will be responsible for driving transformation and growth strategies for our clients in the financial services industry.Key ResponsibilitiesDevelop and...
-
New York, New York, United States Trevose Partners Limited Full timeJob Title: VP - Relationship Manager - FIDWe are seeking a highly skilled and experienced VP - Relationship Manager to join our team at Trevose Partners Limited. As a key member of our Financial Institutions division, you will be responsible for promoting banking products and services to financial institutions within the assigned sector.Key...
-
Financial Reporting Director
2 weeks ago
New York, New York, United States Creative Financial Staffing Full timeAbout the CompanyCreative Financial Staffing is proud to partner with one of the largest non-profit organizations in the United States, located in lower Manhattan.The organization offers a range of programs for individuals with disabilities of all ages, and the Budget Director will play a critical role in managing a $300 million budget.The company offers a...
-
VP Controller
2 weeks ago
New York, New York, United States Community Preservation Corporation Full timeJob Title: VP ControllerAbout the Role:The Community Preservation Corporation is seeking a highly skilled and experienced VP Controller to join our Finance team. As a key member of our leadership team, you will be responsible for directing the accounting and finance functions of Climate Capital in coordination with CPC. You will establish and maintain...
-
Financial Consultant
4 weeks ago
New Haven, Connecticut, United States Meron Financial Agency Full timeCompany Overview:Meron Financial Agency is a leading firm dedicated 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. Our company is committed to providing a supportive environment that fosters professional...
-
FP&A VP- Financial Services- NYC
6 days ago
New York, United States Michael Page Full timeExcellent FP&A VP opportunity at a growing financial services firm based in NYC. This opportunity will include, but will not be limited to, working with leadership to create financial and strategic plans and analyzing financial and operational results.Client DetailsMy client is a growing financial services firm that provides specialized finance to the legal...
-
Senior Financial Services Consultant
1 week ago
New York, New York, United States Alvarez & Marsal Financial Services Industry Group, LLC Full timeFinancial Services Transformation LeaderAlvarez & Marsal's Financial Services Industry Group partners with financial services firms and private investors to drive results, create value, and unlock business opportunities at every stage of their growth strategies. Through deals, disruption, and distress solutions, we join forces with clients to catalyze growth...
-
Financial Reporting Executive
2 weeks ago
New York, New York, United States Creative Financial Staffing Full timeAbout the CompanyOur client is a leading non-profit organization in the United States, based in lower Manhattan. The organization offers a range of programs for individuals with disabilities of all ages.The Budget Director will oversee a $300 million budget, providing strategic financial guidance and leadership. The role offers opportunities for career...
-
Financial Markets Infrastructure Consultant
5 days ago
New York, New York, United States Alvarez & Marsal Financial Services Industry Group, LLC Full timeAlvarez & Marsal's Financial Services Industry group partners with financial services firms and private investors to drive results, create value and unlock business opportunities at every stage of their growth strategies.Through deals, disruption, and distress solutions, we join forces with clients to catalyze growth and profitability, navigate the complex...