VP, Financial Consultant
Found in: beBee S US - 3 weeks 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
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
-
Senior Financial Analyst Consultant
1 week ago
Saint CLR SHORES, United States Vaco Financial Full timeSeeking experienced Senior Financial Analyst Consultants for clients in the Southeast Macomb, MI area to be engaged on interim basisAs a Senior Financial Analyst Consultant, specific role(s) with clients and position responsibilities will vary from engagement to engagementFor individuals with correlating experience, please reply to this Senior Financial...
-
Financial Advisor
1 week ago
Saint Paul, United States Wings Financial Credit Union Full timeJob DescriptionJob DescriptionPrimary Purpose: This position’s primary responsibility will be to work within a Senior Advisor team to service a growing book of business. In addition to servicing the demands of existing clients the position will also actively solicit new business where applicable. Essential Functions:Serve Member/ClientsServe the financial...
-
Vice President of Benefits
6 days ago
Saint Petersburg, United States Bankers Financial Corp Full timeJob DescriptionJob DescriptionDecisionHR is a Professional Employer Organization (PEO) located in St Petersburg, FL. Since our inception in 1996, we have empowered our clients with industry-leading human resource solutions they need to drive their business. We assist our clients in the areas of payroll, worker’s compensation, human resources, and benefits....
-
Tax and Financial Accountant
3 days ago
Saint Petersburg, United States Loden Fraze & Associates Full timeJob DescriptionJob DescriptionLocal CPA firm is seeking an experienced accountant to contribute in managing a portfolio of clients. This individual will be working with groups of clients and will be responsible for tax returns, monthly and quarterly accounting, sales tax returns, payroll returns, and other miscellaneous projects. We have a diverse book of...
-
VP of Government Affairs
Found in: beBee jobs US - 2 weeks ago
St. Petersburg, United States Johns Hopkins Medicine Full timeJob SummaryThe VP Government Affairs and Chief of Staff is responsible for the government relations activities on behalf of Johns Hopkins All Children's Hospital with a focus on issues involving pediatric advocacy, research, treatment, education healthcare, higher education, corporate relations and private business development in the state of Florida and...
-
VP of Government Affairs
Found in: beBee S US - 1 week ago
St. Petersburg, United States Johns Hopkins Medicine Full timeJob Summary The VP Government Affairs and Chief of Staff is responsible for the government relations activities on behalf of Johns Hopkins All Children’s Hospital with a focus on issues involving pediatric advocacy, research, treatment, education healthcare, higher education, corporate relations and private business development in the state of Florida and...
-
Engineering Project Coordinator
1 week ago
Saint Petersburg, United States GeoSonicsVibra-Tech Inc. Full timeJob DescriptionJob DescriptionGeoSonics, Inc. a seismic consulting company, is seeking an Engineering Project Coordinator to join our team located in St. Petersburg, Florida. As an Engineering Project Coordinator, you will be responsible for providing assistance with management and development for a variety of projects including existing products as well as...
-
Engineering Project Coordinator
3 weeks ago
Saint Petersburg, United States GeoSonicsVibra-Tech Inc. Full timeJob DescriptionJob DescriptionGeoSonics, Inc. a seismic consulting company, is seeking an Engineering Project Coordinator to join our team located in St. Petersburg, Florida. As an Engineering Project Coordinator, you will be responsible for providing assistance with management and development for a variety of projects including existing products as well as...
-
VP, Enterprise Technology
2 weeks ago
St Petersburg, United States Penn Foster Inc Full timeVP, Enterprise Technology - 2302106 Description Job Summary Under limited supervision, uses specialized knowledge and skills obtained through education, experience, and training to continually develop & maintain strategic enterprise architecture that aligns with the business domain and functional capabilities. Drives architecture and provides execution...
-
Manager of Financial Planning and Analysis
1 week ago
Saint Cloud, United States Jefferson Capital Systems Full timeJob DescriptionJob DescriptionABOUT THE JOB:As the manager of Financial Planning and Analysis at Jefferson Capital Systems, you will be at the forefront of our financial strategy, collaborating closely with our VP of Finance and business leaders. Your contributions will be instrumental in shaping our annual budget and forecasts, while providing valuable...
-
Saint Cloud, United States Jefferson Capital Systems Full timeJob DescriptionJob DescriptionABOUT THE JOB:As the manager of Financial Planning and Analysis at Jefferson Capital Systems, you will be at the forefront of our financial strategy, collaborating closely with our VP of Finance and business leaders. Your contributions will be instrumental in shaping our annual budget and forecasts, while providing valuable...
-
Business Development Representative
2 weeks ago
Saint Louis, United States CAR Financial Full timeJob DescriptionJob DescriptionResponsibilitiesHelp market and implement our financial services and solutions to our auto dealerships clients and prospective clients.Perform business development work, including prospecting, consulting, and meeting with independent auto dealers.Assist in financial modeling of our products and services for discussion with and...
-
Executive Assistant
1 day ago
Saint Petersburg, United States Raymond James Full timeJob Summary Under limited supervision, uses specialized knowledge and skills obtained through experience and/or specialized training to provide advanced, diversified, and confidential secretarial and administrative support to assigned executives at the vice president or equivalent level with responsibility for major organizational functions. Guidance is...
-
Senior Financial Analyst
Found in: beBee S US - 3 weeks ago
St. Petersburg, United States Johns Hopkins Medicine Full timePOSITION SUMMARY: The Financial Analyst III uses financial, operational, clinical, and strategic data to create models and analyses of an advanced and complex nature. Uses these models and analyses in collaboration with Institute, Finance, Clinical, and Operations leaders to improve financial performance and to achieve the strategic objectives of the...
-
Senior Financial Analyst
Found in: beBee jobs US - 3 weeks ago
St. Petersburg, United States Johns Hopkins Medicine Full timePOSITION SUMMARY:The Financial Analyst III uses financial, operational, clinical, and strategic data to create models and analyses of an advanced and complex nature. Uses these models and analyses in collaboration with Institute, Finance, Clinical, and Operations leaders to improve financial performance and to achieve the strategic objectives of the...
-
Epic Practice Director
1 week ago
Saint Petersburg, United States Healthlink Advisors Full timeJob DescriptionJob DescriptionJob Title: Epic Practice Director FLSA Status: ExemptReports To: SVP- Selections, Implementations, and ERP Date: 2024 SUMMARY The Epic...
-
Practice Management Consultant
2 weeks ago
St Petersburg, United States Raymond James Full timeJob Summary: Under limited supervision, uses specialized knowledge and skills obtained through experience, education and/or training to deliver complex specialized groups training/workshops and personalized coaching services to a diverse group of advisory teams with guidance provided by senior coaches and management. May lead defined work or projects of...
-
HR Generalist
5 days ago
Saint Petersburg, United States Bankers Financial Corp Full timeJob DescriptionJob DescriptionDecisionHR is a Professional Employer Organization (PEO) located in St Petersburg, FL. Since our inception in 1996, we have empowered our clients with industry-leading human resource solutions they need to drive their business. We assist our clients in the areas of payroll, worker’s compensation, human resources, and benefits....
-
Executive Assistant
22 hours ago
St. Petersburg, United States Raymond James Financial, Inc. Full time**Description** **Job Summary** Under limited supervision, uses specialized knowledge and skills obtained through experience and/or specialized training to provide advanced, diversified, and confidential secretarial and administrative support to assigned executives at the vice president or equivalent level with responsibility for major organizational...
-
Senior Director/VP of Business Applications
3 weeks ago
Saint Louis, United States Tech Electronics Full timeJob DescriptionJob DescriptionWho is Tech Electronics?We provide systems and services that help our customers work smarter, feel safer, and collaborate more effectively. Tech Electronics is a technology services organization headquartered in St. Louis, Missouri with seven offices across the Midwest.At Tech Electronics, we specialize in low voltage life...