VP, Financial Consultant

4 months ago

Newton, 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

  • Transmission Planning Consultant

    2 days ago

    Newton, United States Burns & McDonnell Full time

    Job SummaryWe are seeking a highly skilled Transmission Planning Consultant to join our team at Burns & McDonnell. As a key member of our team, you will utilize your expertise in electrical transmission planning and grid technologies to assess grid performance and prepare the grid for future challenges.Key ResponsibilitiesPerform a broad range of...

  • Senior Director of Financial Planning and Analysis

    3 weeks ago

    Newton, United States AlerisLife Inc. Full time

    About the TeamWe’re a team of mission-driven individuals with a hunger for purposeful innovation and making a difference in the lives of others. We keep our values of People First, Trust Matters, Moving Forward and Passion for Life at the center of what we do and who it serves- our people. We welcome diversity of backgrounds, ideas and life experiences....

  • Senior Director of Financial Planning and Analysis

    3 weeks ago

    Newton, United States AlerisLife Inc. Full time

    About the TeamWe’re a team of mission-driven individuals with a hunger for purposeful innovation and making a difference in the lives of others. We keep our values of People First, Trust Matters, Moving Forward and Passion for Life at the center of what we do and who it serves- our people. We welcome diversity of backgrounds, ideas and life experiences....

  • Property Accountant

    21 hours ago

    Newton, United States Creative Financial Staffing Full time

    Creative Financial Staffing has partnered with a property management company outside of Boston to identify an Accountant III to join their team. This position is responsible for the performance and oversight of assigned staff accountants in all accounting and financial reporting for condominium, cooperative, and homeowner's association Property Management...

  • Pharmacy Consultant

    2 weeks ago

    Newton, Iowa, United States Walgreens Full time

    Job SummaryWe are seeking a highly skilled and motivated Pharmacy Intern Grad to join our team at Walgreens. As a Pharmacy Intern Grad, you will play a critical role in providing exceptional patient care and ensuring the efficient operation of our pharmacy.Key ResponsibilitiesProvide pharmacy consulting services to customers, including medication management...

  • Director of Revenue Management

    1 month ago

    Newton, United States Devonshire Recruiting & Consulting Partners Full time $160,000 - $180,000

    Job DescriptionJob DescriptionDevonshire Recruiting & Consulting Partners is seeking a highly skilled and strategic Director of Revenue Management to join our team. Reporting directly to the Chief Financial Officer, this role is responsible for defining, developing, and delivering a comprehensive revenue management program that maximizes revenue across...

  • Commercial Property Manager

    5 days ago

    Newton, United States Sapphire Solutions Full time

    We are seeking a highly skilled Commercial Property Manager to join our team at Sapphire Solutions. This is a permanent part-time position, with 30 hours per week.As a Commercial Property Manager, you will be responsible for a variety of tasks, including:General office administrationPayment transactions and financial managementPreparation of documents for...

  • Travel Nurse Position

    1 day ago

    Newton, United States TotalMed Staffing Full time

    Exciting Travel Nursing OpportunityTotalMed Staffing is seeking a skilled Medical Surgical/Telemetry Registered Nurse for a challenging travel nursing assignment in Newton, MA.About the AssignmentShift: 3x12 hour nightsDuration: 14 weeksPay: $2012.04 per weekTotalMed Staffing is a minority-owned and JCAHO certified company that offers flexible staffing...

  • Travel Nurse Position

    4 days ago

    Newton, United States TotalMed Staffing Full time

    Exciting Travel Nursing Opportunity with TotalMed StaffingWe are seeking an experienced Home Health Registered Nurse to join our team for a 13-week travel nursing assignment in Newton, MA.Shift Details:5x8 hour daysStart Date: October 2024Duration: 13 weeksPay: $2650 per weekAbout TotalMed Staffing:We are a minority-owned and JCAHO certified healthcare...

  • Capital Underwriting Director

    19 hours ago

    Newton, United States AlerisLife Full time

    Work With Purpose At AlerisLife we’re dedicated to advancing the lives of all we serve - from our residents to each and every one of our team members. With a mission-driven mindset and a desire to make a difference in the lives of others, our team members enjoy a work culture that is uniquely supportive of their professional and personal lives. A place...

  • Executive Head Chef

    5 days ago

    Newton, United States careersatelitehotels Full time

    About the RoleWe are seeking an experienced and creative Executive Head Chef to join our team at Ashdown Park Hotel and Country Club. As a key member of our culinary team, you will be responsible for the management, running, and direction of the Kitchen Department.Key ResponsibilitiesDeliver menus that maintain a consistency of food quality and presentation...

  • Executive Head Chef

    2 weeks ago

    Newton, New Jersey, United States careersatelitehotels Full time

    About the RoleWe are seeking an experienced and creative Executive Head Chef to join our team at Ashdown Park Hotel and Country Club. As a key member of our culinary team, you will be responsible for leading the kitchen department and ensuring the delivery of high-quality food and exceptional customer service.Key ResponsibilitiesManage and direct the kitchen...

  • Executive Head Chef

    3 weeks ago

    Newton, New Jersey, United States careersatelitehotels Full time

    About the RoleWe are seeking an experienced and creative Executive Head Chef to join our team at Ashdown Park Hotel and Country Club. As a key member of our culinary team, you will be responsible for leading the kitchen department and ensuring the delivery of high-quality food and exceptional customer service.Key ResponsibilitiesManage and direct the kitchen...

  • Locum Physician

    2 weeks ago

    Newton, United States LocumTenens.com Full time

    A facility is seeking a psychiatrist for locum tenens coverage. While in Boston, Massachusetts, you have the opportunity to see one of the most historic cities in the United States. In between all the tours and famous sites, take a trip to Fenway Park or get some seafood at any of the downtown spots like the Union Oyster House that is one of the oldest...

  • Clinical Social Worker

    3 months ago

    Newton, United States MVP Recruitment, LLC Full time

    Job DescriptionJob DescriptionJob Title: Clinical Social Worker (LICSW/LCSW)Location: Newton, MA AreaReferral Reward: $500 – Who do you know?!Overview: Join one of the Boston area's premier retirement communities as a Clinical Social Worker in their Skilled Nursing Center. This unique facility, with under 90 beds, is renowned for its exceptional...

  • Construction Site Project Manager

    4 weeks ago

    Newton, United States The Vertex Companies, LLC Full time

    Job DescriptionJob DescriptionCompany DescriptionThe Vertex Companies, LLC (VERTEX) is a leading multidisciplinary engineering and consulting firm that provides forensic consulting, engineering design, construction management, claims & dispute resolution, and environmental solutions to insurance carriers, sureties, law firms, real estate owners, property...

  • Construction Site Manager

    1 month ago

    Newton, United States The Vertex Companies, LLC Full time

    Job DescriptionJob DescriptionCompany DescriptionThe Vertex Companies, LLC (VERTEX) is a leading multidisciplinary engineering and consulting firm that provides forensic consulting, engineering design, construction management, claims & dispute resolution, and environmental solutions to insurance carriers, sureties, law firms, real estate owners, property...

  • Construction Site Manager

    2 weeks ago

    Newton, United States The Vertex Companies LLC Full time

    Company DescriptionThe Vertex Companies, LLC (VERTEX) is a leading multidisciplinary engineering and consulting firm that provides forensic consulting, engineering design, construction management, claims & dispute resolution, and environmental solutions to insurance carriers, sureties, law firms, real estate owners, property managers, public agencies, and...

  • Pharmacy Professional

    7 days ago

    Newton, Iowa, United States Walgreens Full time

    Job SummaryWe are seeking a highly skilled and motivated Pharmacy Intern Grad to join our team at Walgreens. As a Pharmacy Intern Grad, you will play a critical role in providing exceptional customer service, ensuring the efficient operation of the pharmacy, and promoting the growth and development of our team.Key ResponsibilitiesProvide pharmacy consulting...

  • Residential Program Director

    2 weeks ago

    Newton, Massachusetts, United States Advocates Full time

    Job Summary:Advocates is seeking a highly motivated and experienced Residential Program Manager to oversee the administration of our residential programs. As a key member of our team, you will provide leadership, supervision, guidance, and clinical support to ensure the success and development of our programs.Responsibilities:Offer assistance and supervision...