VP, Financial Consultant- Torrey Pines, CA

6 months ago

Encinitas, United States Charles Schwab Full time
Position Type: RegularYour 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.  

     

    What’s in it for you:

     

    At Schwab, we’re committed to empowering our employees’ personal and professional success. Our flexible work options, 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:  

    • Base salary
    • 401(k) with company match and Employee stock purchase plan  
    • Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service  
    • Paid parental leave and family building benefits  
    • Tuition reimbursement  
    • Health, dental, and vision insurance

    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

  • A7 Group, Inc. | Administrative Assistant | encinitas, ca

    1 week ago

    encinitas, United States A7 Group, Inc. Full time

    Founded in 2009 by Adam Rohrbaugh, AIA, NCARB, A7 Group, Inc. is a dynamic architectural consulting firm serving an extensive clientele including business owners, homeowners, developers, architects, contractors, associations, educational institutions, property managers, insurance firms, and legal professionals. With over 20 years of experience, Adam's...

  • Travel Physical Therapist

    3 weeks ago

    Encinitas, United States Concentric Healthcare Staffing Full time

    Concentric is currently seeking candidates in Therapy profession with focus in Physical Therapist (Allied Health) for a 13 week contract in the Encinitas, CA area. Concentric is a premier staffing firm dedicated to matching outstanding talent with exceptional opportunities. Our commitment to excellence and our consultative approach has helped us become a...

  • Financial Expert, IP Dispute Resolution Specialist

    1 month ago

    Encinitas, California, United States Ocean Tomo, LLC Full time

    Job SummaryWe are seeking a highly skilled Financial Expert to join our team at Ocean Tomo, LLC. As a Senior Analyst in our Financial Expert practice area, you will work on a variety of engagements, including financial analysis, modeling, research, and report writing. Your expertise will be applied to assist in the evaluation of emerging technologies or...

  • Pharmacist II

    3 months ago

    Encinitas, United States Scripps Health Full time

    Scripps Health Administrative Services supports our five hospitals and 19 outpatient facilities, which treat half a million patients annually through 2,600 affiliated physicians. This is a Full-Time (80 hours every two week period) benefited position with varied 10-hour day shifts (anytime between 6:30am-5:45pm) Monday through Friday, floating primarily...

  • Pharmacist II

    3 weeks ago

    Encinitas, United States Scripps Health Full time

    Scripps Health Administrative Services supports our five hospitals and 19 outpatient facilities, which treat half a million patients annually through 2,600 affiliated physicians. This is a Full-Time (80 hours every two week period) benefited position with varied 10-hour day shifts (anytime between 6:30am-5:45pm) Monday through Friday, floating primarily...

  • CA-WA Private Mortgage Banker

    2 weeks ago

    Encinitas, California, United States WELLS FARGO BANK Full time

    About this RoleWe are seeking a highly skilled CA-WA Private Mortgage Banker to join our team at Wells Fargo. In this role, you will play a critical part in our Consumer Lending division, focusing on Home Lending. Your expertise will help us deliver exceptional customer experiences and drive business growth.Key ResponsibilitiesParticipate in soliciting...

  • Pharmacist II

    3 months ago

    Encinitas, United States Scripps Health Full time

    Job DescriptionScripps Health Administrative Services supports our five hospitals and 19 outpatient facilities, which treat half a million patients annually through 2,600 affiliated physicians.This is a Full-Time (80 hours every two week period) benefited position with varied 10-hour day shifts (anytime between 6:30am-5:45pm) Monday through Friday, floating...

  • Analyst/Senior Analyst, IP Dispute Resolution

    6 months ago

    Encinitas, United States Ocean Tomo, LLC Full time

    Analyst / Senior Analyst, IP Dispute Resolution (Financial Expert Practice)Ocean Tomo offers an entrepreneurial environment where you will work at the intersection of financial theory and cutting-edge technology. We value creativity, curiosity and problem solving. We require flexibility, dedication and initiative. In return, we provide exceptional...

  • Administrative Assistant

    3 months ago

    Encinitas, United States Architecture Engineering Company Full time

    Overview:We are a dynamic architectural and construction firm with over 20 years of experience, offering services in architecture, roofing and waterproofing consulting, construction management, and forensic consultation. We serve a broad range of clients, including business owners, homeowners, developers, architects, contractors, associations, educational...

  • Administrative Assistant

    2 weeks ago

    encinitas, United States A7 Group, Inc. Full time

    Overview:We are a dynamic architectural and construction firm with over 20 years of experience, offering services in architecture, roofing and waterproofing consulting, construction management, and forensic consultation. We serve a broad range of clients, including business owners, homeowners, developers, architects, contractors, associations, educational...

  • Administrative Assistant

    1 week ago

    encinitas, United States A7 Group, Inc. Full time

    Overview:We are a dynamic architectural and construction firm with over 20 years of experience, offering services in architecture, roofing and waterproofing consulting, construction management, and forensic consultation. We serve a broad range of clients, including business owners, homeowners, developers, architects, contractors, associations, educational...

  • Family Practice

    1 week ago

    Encinitas, United States Weatherby Healthcare Full time

    Family Practice physician employment in California : Weatherby Healthcare is currently seeking a Family Practice Physician in CAIf this telehealth opportunity sounds right for you, give us a call today to speak with an expert Weatherby consultant for details.Must have active state licenseBC requiredWeekdays, DaysNeed commitment for at least 60 days100 - 120...

  • Family Practice

    5 days ago

    Encinitas, United States Weatherby Healthcare Full time

    Family Practice physician job in California : Weatherby Healthcare is currently seeking a Family Practice Physician in CAIf this telehealth opportunity sounds right for you, give us a call today to speak with an expert Weatherby consultant for details.Must have active state licenseBC requiredWeekdays, DaysNeed commitment for at least 60 days100 - 120 total...

  • Administrative Assistant

    1 week ago

    Encinitas, United States A7 Group, Inc. Full time

    Founded in 2009 by Adam Rohrbaugh, AIA, NCARB, A7 Group, Inc. is a dynamic architectural consulting firm serving an extensive clientele including business owners, homeowners, developers, architects, contractors, associations, educational institutions, property managers, insurance firms, and legal professionals. With over 20 years of experience, Adam's...

  • Locum Physician

    3 weeks ago

    Encinitas, United States Weatherby Healthcare Full time

    If this telehealth opportunity sounds right for you, give us a call today to speak with an expert Weatherby consultant for details. Must have active state license BC required Weekdays, Days Need commitment for at least 60 days 100 - 120 total cases per day Need 2 yrs of outpatient clinical experience post-residency or fellowship Credentialing needed DEA not...

  • Locum Physician

    3 weeks ago

    encinitas, United States Weatherby Healthcare Full time

    If this telehealth opportunity sounds right for you, give us a call today to speak with an expert Weatherby consultant for details.Must have active state licenseBC requiredWeekdays, DaysNeed commitment for at least 60 days100 - 120 total cases per dayNeed 2+ yrs of outpatient clinical experience post-residency or fellowshipCredentialing neededDEA not...

  • Customer Experience Coordinator

    6 months ago

    Encinitas, United States Veterinary Emergency Group Full time

    WHO WE ARE Veterinary Emergency Group (VEG) is a rapidly growing emergency company with hospital locations across the United States. Our mission is helping people and their pets when they need it most. We are revolutionizing emergency medicine with a "customer first" mentality and a true, employee-centric work environment. TALENT + CULTURE AT VEG At VEG, we...

  • Restaurant General Manager

    6 months ago

    Encinitas, United States Gecko Hospitality Full time

    Job Title: Restaurant General ManagerLocation: San Diego, CASalary: $75,000 base plus performance-based bonusesRecruited by: Gecko HospitalityOverview:At Gecko Hospitality, we are excited to offer an opportunity to join the management team of a leading fast-casual dining establishment renowned for its commitment to fresh, innovative, and responsibly sourced...

  • Restaurant General Manager

    6 months ago

    Encinitas, United States Gecko Hospitality Full time $75,000 - $80,000

    Job Title: Restaurant General ManagerLocation: San Diego, CASalary: $75,000 base plus performance-based bonusesRecruited by: Gecko HospitalityOverview:At Gecko Hospitality, we are excited to offer an opportunity to join the management team of a leading fast-casual dining establishment renowned for its commitment to fresh, innovative, and responsibly sourced...

  • Lead Data Analyst

    2 weeks ago

    Encinitas, United States Info Way Solutions Full time

    Role: Lead Data Analyst (W2 Only)(Looking for heavy ERWIN data modelling experience with certifications CDMP/ DAMA )Location: Encino CA - OnsiteAs a Data Analyst/Data Modelling Specialist, you will be responsible for analyzing and modelling data to support our wealth management initiatives. You will work closely with cross-functional teams to understand...