VP, Financial Consultant

2 months ago

Greenwich, 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.  

In addition to the salary range, this role is also eligible for bonus or incentive opportunities. 

 

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

  • VP, Financial Consultant

    2 weeks ago

    GREENWICH, CT, United States The Charles Schwab Corporation Full time

    Your OpportunityAt 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,...

  • VP, Financial Consultant

    4 weeks ago

    TOWN OF GREENWICH, United States Charles Schwab Full time

    Position Type: RegularYour opportunityAt 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 Consultant

    5 days ago

    Greenwich, United States Fidelity TalentSource LLC Full time

    Job Description: With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of...

  • Financial Consultant

    2 days ago

    Greenwich, United States Fidelity TalentSource LLC Full time

    Job Description: With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of...

  • Financial Consultant

    1 week ago

    Greenwich, United States Fidelity TalentSource LLC Full time

    Job Description: With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace...

  • Financial Consultant

    1 week ago

    Greenwich, United States Fidelity TalentSource LLC Full time

    Job Description:With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of...

  • Financial Consultant

    2 days ago

    Greenwich, United States Fidelity TalentSource LLC Full time

    Job Description:With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of...

  • Merrill Team Financial Advisor

    1 week ago

    Greenwich, United States Bank of America Full time

    Job Description: Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education,...

  • Investment Consultant Manager

    5 days ago

    Greenwich, United States Themes ETFs Full time

    About Themes ETFs:Themes ETFs is a dynamic and innovative firm specializing in the creation and management of Exchange Traded Funds (ETFs) that focus on thematic investing. We aim to provide investors with targeted exposure to emerging market trends and sectors.Job Summary:The Investment Consultant Manager will lead a team focused on generating and managing...

  • Investment Consultant Manager

    4 days ago

    Greenwich, United States Themes ETFs Full time

    About Themes ETFs:Themes ETFs is a dynamic and innovative firm specializing in the creation and management of Exchange Traded Funds (ETFs) that focus on thematic investing. We aim to provide investors with targeted exposure to emerging market trends and sectors.Job Summary:The Investment Consultant Manager will lead a team focused on generating and managing...

  • Investment Consultant Manager

    2 days ago

    Greenwich, United States Themes ETFs Full time

    About Themes ETFs:Themes ETFs is a dynamic and innovative firm specializing in the creation and management of Exchange Traded Funds (ETFs) that focus on thematic investing. We aim to provide investors with targeted exposure to emerging market trends and sectors.Job Summary:The Investment Consultant Manager will lead a team focused on generating and managing...

  • Investment Consultant Manager

    22 hours ago

    Greenwich, United States Themes ETFs Full time

    About Themes ETFs:Themes ETFs is a dynamic and innovative firm specializing in the creation and management of Exchange Traded Funds (ETFs) that focus on thematic investing. We aim to provide investors with targeted exposure to emerging market trends and sectors.Job Summary:The Investment Consultant Manager will lead a team focused on generating and managing...

  • Investment Consultant

    2 days ago

    Greenwich, United States Fidelity TalentSource LLC Full time

    Job Description:Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower...

  • Wealth Management Consultant

    18 hours ago

    Greenwich, United States Fidelity Investments Full time

    Job Description: With your extraordinary knowledge and incomparable integrity, we know that clients invest their trust in you. Join a team that also invests in you with key product and service offerings, sophisticated technology and a premier investment platform. Here, you will build long-term, dedicated relationships with customers by bringing them peace of...

  • Branch Leader

    7 days ago

    Greenwich, United States Fidelity Investments Full time

    Job Description: If you have a passion for doing what's right for the client and you want to work in a dynamic, client-focused environment where you can grow your leadership skills while developing others, then consider joining the Fidelity branch management team. In this role, you will partner with the Vice President, Branch Leader to lead a team of...

  • Automotive Finance Manager DARCARS Greenwich

    2 weeks ago

    Greenwich, United States Darcars Full time

    DARCARS Automotive Group is now hiring for an automotive Finance Manager/Director ! Potential Earning Based on Experience from 275K+ As the Finance & Insurance Manager your responsibility is to manage the financial transaction of the vehicle buying experience for each customer of the dealership in person and virtually using our online digital retailing...

  • Automotive Finance Manager DARCARS Greenwich

    1 week ago

    Greenwich, United States Darcars Full time

    DARCARS Automotive Group is now hiring for an automotive Finance Manager/Director ! Potential Earning Based on Experience from 275K+ As the Finance & Insurance Manager your responsibility is to manage the financial transaction of the vehicle buying experience for each customer of the dealership in person and virtually using our online digital retailing...

  • Investor Relations Associate

    2 weeks ago

    Greenwich, United States Coda Search│Staffing Full time

    A global credit investing. Founded in 2002 is looking to hire an Investor Relations Associate/Product Specialist. The firm has over 300 employees and manages approximately $30 billion ininvestable assets.Role and ResponsibilitiesThe Investor Relations and Marketing team is responsible for the strategic management of theFirm's investor and prospective...

  • Automotive Finance Manager DARCARS Greenwich

    2 weeks ago

    Greenwich, United States DARCARS Automotive Group Full time

    DARCARS Automotive Group is now hiring for an automotive Finance Manager/Director! Potential Earning Based on Experience from 275K+ As the Finance & Insurance Manager your responsibility is to manage the financial transaction of the vehicle buying experience for each customer of the dealership in person and virtually using our online digital retailing...

  • Investor Relations Associate

    2 weeks ago

    Greenwich, United States Coda Search│Staffing Full time

    A global credit investing. Founded in 2002 is looking to hire an Investor Relations Associate/Product Specialist. The firm has over 300 employees and manages approximately $30 billion ininvestable assets.Role and ResponsibilitiesThe Investor Relations and Marketing team is responsible for the strategic management of theFirm’s investor and prospective...