VP, Financial Consultant

2 weeks ago


New York, 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 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 haveRequired 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 PlanningAbility 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.?? 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 In addition to the salary range, this role is also eligible for bonus or incentive opportunities.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 planPaid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positionsPaid parental leave and family building benefitsTuition reimbursementHealth, dental, and vision insurance


  • VP of Accounting

    1 month ago


    New York, United States Staff Financial Group Full time

    Our client, a leader in the services industry with an annual revenue of $300 million, is looking to hire a VP of Accounting to lead their financial team. This position will report directly to the CFO. They are Hybrid and located in Suwanee. The ideal candidate will have the following: *Bachelor's Degree in Accounting or Finance * CPA is a MUST * 10-15 years...


  • New York, New York, United States Aircall Full time

    Aircall is a place where voices are valued.Backed by over $220 million of investment since 2015, we create technology that fuels accessible, transparent and collaborative communication to empower our base of 18,000+ customers (and growing) to make authentic, human connections.Conversation is a cornerstone of our culture. Wherever our people find themselves...

  • vp / it

    6 days ago


    New York, New York, United States Idex Full time

    I am currently recruiting for a Permanent VP of INFORMATION TECHOLOGY based in New York. You need to be an IT Leader is responsible for the overall management and strategic direction of the technology and communications network. This position will oversee all business information systems and applications, network infrastructure, data security, disaster...

  • Vp of Finance

    2 days ago


    New York, United States Riverview Companies Full time

    **Company**: Riverview Companies **Job Title**: VP of Finance (CFO Promote) **Location**: Hybrid Remote (Metro-NY or Hudson Valley) **Position**: Full-Time **Annual Base Salary**:$150,000 to $200,000 **Add’l Compensation**: 20-30% of Salary, plus Equity **About Us**: Riverview Companies is rapidly acquiring landscaping businesses throughout the...


  • New York, United States Charles Schwab Full time

    **Your 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...


  • New London, United States Meron Financial Agency Full time

    Job DescriptionJob DescriptionCompany Overview:Join Meron Financial Agency, a leading firm committed to empowering individuals and businesses to achieve their financial goals. With a dynamic team of experts and a client-centric approach, we offer unparalleled opportunities for growth and success.Are you passionate and eager to make a meaningful impact on...


  • New London, United States Meron Financial Agency Full time

    Job DescriptionJob DescriptionCompany Overview:Join Meron Financial Agency, a leading firm committed to empowering individuals and businesses to achieve their financial goals. With a dynamic team of experts and a client-centric approach, we offer unparalleled opportunities for growth and success.Are you passionate and eager to make a meaningful impact on...


  • NEW YORK, 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...

  • VP CRE Underwriting

    3 days ago


    New York, United States Stone Management Full time

    VP UNDERWRITINGOur client, a publicly traded middle market lender that experience a 30% increase in their loan portfolio is looking for a VP in their CRE Underwriting groupWhat You’ll Be Doing:·The VP Underwriter role is a key position in their Credit team responsible for undertaking and presenting robust credit risk analysis in support of...


  • New York, United States sulekha.co.uk Full time

    Hussain Shabbir **Financial Sales Consultant** Updated 2 days ago * Financial sales Education: Pre Bachelor Experience: 10 years Financial sales: 10 years 9 / 10 Rating out of 10 **Job Experience** * 2014 to Till now Financial sales consultant **Director**


  • New York, United States H2 Talent Full time

    We're seeking passionate and experienced Cannabis Finance Consultants to collaborate with multiple clients across the US. This is an exciting opportunity to contribute your expertise to various cultivation projects and help shape the success of our industry in the rapidly evolving cannabis market.Responsibilities:Partner with cannabis clients nationwide to...

  • Senior Sales Leader

    1 month ago


    New York, United States USEReady Full time

    At USEReady,We empower people to succeed with data. USEReady is a data and analytics firm that provides the strategies, tools, capability and capacity that businesses need to turn their data into a competitive advantage. USEReady partners with cloud and data ecosystem leaders like Tableau, Salesforce, Snowflake and Amazon Web Services, and has been named...


  • New York, United States Charles Schwab Full time

    Your 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...


  • New York, United States Charles Schwab Full time

    Position Type: Regular Your 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...


  • New York, United States Popular Community Bank Full time

    At** Popular, **we offer a wide variety of services and financial solutions to serve our communities in Puerto Rico, United States & Virgin Islands. As employees, we are dedicated to making our customers dreams come true by offering financial solutions in each stage of their life. Our extensive trajectory demonstrates the resiliency and determination of our...


  • NEW YORK, 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...


  • New York, United States Lucas Kennedy Group Full time

    My global client is currently looking for a PeopleSoft Financials Consultant to join their US team, working out of either their Chicago or New York offices.Candidates will ideally have experience of working with a heavily customised version of PeopleSoft Financials and must have strong SQL skills.Experience:5+ years PeopleSoft FinancialsKnowledge of more...


  • New York, New York, United States SAE & Associates, LLC Full time

    SAE Behavioral Health Consultants (SAE) is seeking a Financial Analyst with experience in behavioral healthcare budgeting and revenue modeling. We are a behavioral health consulting firm based in Manhattan, NY that provides nationwide consulting services to non-profit organizations in the social services and health care field.Summary of ConsultationThe...


  • New York, United States Green Recruitment Company Full time

    Job title: VP of Market Fundamentals Location: United States (Remote) We are delighted to be partnering with a leading developer of utility-scale energy storage projects to support their search for a VP of Market Fundamentals to join their team. Fantastic time to join a team of industry veterans with a pipeline of 5+ GW across the US. The ideal candidate...

  • VP - Fund Accounting

    2 weeks ago


    New York, United States Tandym Group Full time

    An investment management firm is seeking a VP of fund accountant to join their team. Responsibilities: The VP, Fund Accountant will: Member of the finance team responsible for the accounting and financial reporting oversight for Neuberger Berman's Private Credit business Oversight and compliance of fund credit facilities by accurately comprehending and...