VP, Financial Consultant- New York, NY

4 weeks ago

Fort Lee, 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

  • Entry Level Financial Services Professional

    3 weeks ago

    Fort Collins, United States New York Life Full time

    Description We're looking for an ambitious individual who is motivated by financial rewards to join us in the financial services industry! Our ideal candidate will have an avid interest in finance, estate planning, business solutions, investments, minimizing taxes, and much more. If you have excellent communication skills and an enthusiasm for success, we...

  • Director Financial Planning

    1 week ago

    Fort Worth, United States First Command Financial Services Full time

    How Will Your Role Impact First Command? The Director, Financial Planning reports directly to the VP, Financial Planning and performs a critical leadership role in supporting the development and delivery of First Command’s Financial Planning strategic vision. This individual is part of the senior leadership of the Financial Planning department and shares...

  • VP, Recruiting

    3 weeks ago

    Fort Worth, United States First Command Financial Services Full time

    Job Description How Will Your Role Impact First Command? The Vice President, Recruiting and Licensing is a dynamic and transformational leader who is ultimately responsible for growing the number of Financial Advisors in our organization. First Command focuses on recruiting Financial Advisors from the military community and then place them back into their...

  • Financial Analyst

    2 weeks ago

    Fort Lauderdale, United States Acrartex Full time

    Job Summary Of The Financial Analyst The Financial Analyst will play a key role in the financial reporting and analysis process, supporting the finance team with monthly, quarterly, and annual reporting requirements. This position requires strong analytical skills, proficiency in financial modeling, and the ability to work collaboratively with various teams...

  • VP of Financial Reporting

    1 week ago

    Fort Mill, United States TalentBridge Full time

    Are you a professional seeking to advance your career in Financial Reporting within a dynamic and expanding company? Do you thrive in fast-paced environments characterized by continuous evolution? Are you a collaborative leader keen on guiding a high-performing team? If so, this opportunity may be tailor-made for you. Job Overview: The Vice President of...

  • Director, Financial Planning

    2 days ago

    Fort Worth, United States Thinkfind Corporation Full time

    The Director of Financial Planning reports directly to the VP, Financial Planning and performs a critical leadership role in supporting the development and delivery of the client’s Financial Planning strategic vision. You will be part of the senior leadership of the Financial Planning department and share responsibility for developing, maintaining and...

  • Senior Financial Analyst

    3 days ago

    Fort Lauderdale, United States Creative Financial Staffing Full time

    Senior Financial Analyst: Well-established organization located in Ft. Lauderdale. Why take a Senior Financial Analyst role with this company? Join a well-established company, well known company in the financial services industry. Enjoy a comprehensive benefits package, including medical, dental, 401k, PTO, and life insurance. Play a crucial role in...

  • Financial Planner

    4 weeks ago

    Fort Worth, United States Kestra Financial Full time

    Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping families multiply, manage and enjoy wealth. The Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance. The associate will need high attention...

  • Financial Planner

    4 weeks ago

    Fort Worth, United States Kestra Financial Full time

    Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping families multiply, manage and enjoy wealth. The Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance. The associate will need high attention...

  • Financial Planner

    4 weeks ago

    Fort Worth, United States Kestra Financial Full time

    Symonds Wealth Management, a comprehensive financial planning and investment firm located in Fort Worth, TX, is looking for a Portfolio Trader. We focus on helping families multiply, manage and enjoy wealth. The Portfolio Trader will serve in multiple roles including investment processing as well as planning assistance. The associate will need high attention...

  • Financial Advisor

    3 weeks ago

    Fort Mill, United States Bridge Financial Partners, LLC Full time

    Job DescriptionJob DescriptionWe are seeking a Financial Advisor to join our team! You will deliver personalized investment solutions to help clients work toward their long-term financial goals.Responsibilities:Advise clients on investment strategies and other financial decisionsAssess clients' assets, liabilities and overall financial...

  • VP of Financial Reporting

    6 days ago

    Fort Mill, SC, United States TalentsBridge Full time

    TypeDirect PlacementSalary$128,000-$193,000 / yearAre you a professional seeking to advance your career in Financial Reporting within a dynamic and expanding company? Do you thrive in fast-paced environments characterized by continuous evolution? Are you a collaborative leader keen on guiding a high-performing team? If so, this opportunity may be tailor-made...

  • VP of Marketing

    3 weeks ago

    Fort Worth, United States The Bridger Group Full time

    Who They Are Our client is a highly innovative, privately-held and US-based manufacturer. They have rolled out many new and useful products to the market in the last five years, and they continue to look toward new technologies that contractors will be attracted to. They need a VP of Marketing to be responsible for direct reports. We are looking for someone...

  • Business Development Manager

    3 weeks ago

    Fort Lauderdale, United States MSC CRUISES Pty Ltd Full time

    JOB PURPOSEMSC Cruises is expanding its field sales team. This is a brand new position designed to develop, maintain and service Travel Partner relationships within the New York territory, through in person sales meetings and events. Within corporate guidelines, represent MSC Cruises as the brand ambassador for that territory to create a positive perception...

  • Quality Manager

    2 days ago

    Fort Lee, United States SUSTAINABLE ENGINEERING LLC Full time

    Sustainable Engineering Services (SES) is seeking a structural engineer to work on medium to large scale transportation and transit projects in the New York City Metro area. The successful candidate will work closely with the project leadership and client liaison be responsible for reviewing and monitoring contractor’s schedule updates and prepare various...

  • VP Internal Audit

    7 days ago

    Fort Worth, United States Gilder Search Group Full time

    True Find Staffing (TFS) - Fort Worth, TX Job Summary: This position is responsible for overseeing a comprehensive internal audit program across the entire organization. The VP of Internal Audit is accountable for all internal auditing activities, including staff management, training, supervision, and performance evaluations. The role involves maintaining...

  • Associate Financial Advisor

    2 weeks ago

    Fort Mill, United States Bridge Financial Partners LLC Full time

    Company DescriptionBridge Financial Partners LLC is a full service financial services firm. Our clients include small businesses and individuals.Role DescriptionThis is a full-time role as an Associate Financial Advisor at Bridge Financial Partners LLC located in Fort Mill, SC. The industry success rate for new financial advisors is poor. We believe that...

  • Associate Financial Advisor

    2 weeks ago

    Fort Mill, United States Bridge Financial Partners LLC Full time

    Company DescriptionBridge Financial Partners LLC is a full service financial services firm. Our clients include small businesses and individuals.Role DescriptionThis is a full-time role as an Associate Financial Advisor at Bridge Financial Partners LLC located in Fort Mill, SC. The industry success rate for new financial advisors is poor. We believe that...

  • Associate Financial Advisor

    1 week ago

    Fort Mill, United States Bridge Financial Partners LLC Full time

    Company Description Bridge Financial Partners LLC is a full service financial services firm. Our clients include small businesses and individuals. Role Description This is a full-time role as an Associate Financial Advisor at Bridge Financial Partners LLC located in Fort Mill, SC. The industry success rate for new financial advisors is poor. We believe that...

  • VP Internal Audit

    5 days ago

    Fort Worth, United States True Find Staffing (TFS) Full time

    Job Summary: This position is responsible for overseeing a comprehensive internal audit program across the entire organization. The VP of Internal Audit is accountable for all internal auditing activities, including staff management, training, supervision, and performance evaluations. The role involves maintaining professional ethical standards, fostering...