VP, Financial Consultant – Richmond, VA

3 weeks ago

Richmond VA 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.

 

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 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

    4 days ago

    Richmond, VA, 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...

  • VP, Financial Consultant

    4 weeks ago

    Richmond, VA, 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...

  • Emergency Medicine Locums Needed in Richmond VA

    1 month ago

    Richmond, VA, United States Alumni Healthcare Staffing Full time

    Requirements: ABEM; VA License and DEASchedule: FlexibleEmergency Medicine locums coverage needed at multiple sites in Richmond, VA. For additional details please see below:Annual Volume: 20k-90k depending on sitePPH: 1.59-2 depending on siteEMR: MeditechAPC CoverageAlumni Healthcare Staffing offers:Weekly Direct DepositsTravel and Lodging Provided if...

  • Richmond, VA

    2 weeks ago

    Richmond, United States NCW Full time

    Job DescriptionJob DescriptionSales EngineerRichmond, VA, USA SummaryThe products this company provides can be found in many industries, including automotive, packaging, material handling & logistics, robotics, and commercial equipment. At the company, a Territory Manager develops and maintains business relationships with decision-makers and purchasing...

  • Travel Psychology in Richmond, VA

    3 days ago

    Richmond, United States Phaxis Full time

    Job Title: School Contract Psychologist (Psych) Job JOB ID: 24-16300 City: Richmond State: VA Phaxis is seeking a skilled Contract School Based Psychologist for Schools near Richmond, VA for the upcoming School Year! At Phaxis, our focus is to establish a strong partnership with you to plan and guide your next significant career advancement. With steadfast...

  • VP, Financial Consultant

    4 weeks ago

    Richmond, 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...

  • VP, Financial Consultant

    4 weeks ago

    Richmond, 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...

  • Trauma MS, Registered Nurse

    1 week ago

    Richmond, United States Interim HealthCare - Richmond, VA Full time

    Job DescriptionJob DescriptionJob Summary:Richmond, VAInterim HealthCare of Richmond, VA is seeking a dedicated and experienced Registered Nurse (RN) to join our team as a Trauma MS Nurse. . This is a full-time, night shift contracted position with a pay rate of $44 per hour. You must have at least 2 years of recent and relevant experience.Compensation &...

  • Program Manager-Richmond, VA

    6 days ago

    Richmond, VA, United States Meritore Technologies Full time

    Role : Program Manager Location : Richmond, VA (Hybrid) Duration : Long Term Candidate must have at least 8 years of Project Management, preferably with large project experience. Active PMP cert a BIG PLUS!! Experience with Virginia state government desired. If candidate has prior VA State gov exp it MUST be clearly reflected on their...

  • Anesthesiologist - Locums - Richmond, VA

    3 days ago

    Richmond, United States MPLT Healthcare Full time

    Anesthesiologist Location: Richmond, VA MPLT Healthcare is looking for physicians who Understand the Urgency, Never Give Up, and Have the Courage to Excel in the forever changing medical industry! We have numerous opportunities for an experienced Anesthesiologist with highly competitive pay rates in Richmond, VA. Position Details: ASAP start ...

  • Geriatrics job in: Richmond, VA

    4 days ago

    Richmond, United States Archway Physician Recruitment LLC Full time

    Geriatrics openings in Richmond, VA Located in the Richmond metropolitan area Full time, permanent Employed opportunity Seeking BC/BE Geriatrics physician to join an established practice Competitive compensation and benefits package available! Physician-led and mission-driven, primary care organization, is currently one of the most successful full-risk...

  • Sailpoint Admin

    1 month ago

    Richmond, United States American Unit Inc Full time

    **Role: SailPoint Admin** **Location: Richmond, VA - Hybrid** **Duration: long term Contract** **Description**: **Identity IQ - MUST HAVE** - 4+ years of exp in IAM - Control monitoring: looking for failures in IAM tasks (such as access not being removed) - Communicate with other teams (highest is director level) - Coordination of process - SQL (basic...

  • Orthodontist needed in Richmond, VA

    4 weeks ago

    Richmond, United States Columbia Healthcare Full time

    Job DescriptionJob DescriptionABOUT THE POSITION:Looking for a full time Orthodontist in Richmond, VA4 day work week Monday - ThursdayPediatric Office with 9 ops and 4 ops already setup for OrthoTV's and Computers in each roomScanners, 3D Printers, Pan, CBCT6 years in the same location2 Ortho Assistants and 1 Ortho consultantIdeally looking for a January...

  • Geriatric Medicine job in Richmond VA

    2 weeks ago

    Richmond, United States Archway Physician Recruitment LLC Full time

    Geriatrics openings in Richmond, VA Located in the Richmond metropolitan area Full time, permanent Employed opportunity Seeking BC/BE Geriatrics physician to join an established practice Competitive compensation and benefits package available! Physician-led and mission-driven, primary care organization, is currently one of the most successful full-risk...

  • Gastroenterology Opening in Richmond, VA

    4 days ago

    Richmond, United States Summit Recruiting Group LLC Full time

    Gastroenterology Opening - Richmond, VA Immediate Need (0-120 days) Seeking General & Advanced GIs Position Details - Full-time, permanent- Employed- Competitive salary with productivity incentive- Comprehensive benefits package- CME, PTO and dues allowance About the Hospital - 466-acute bed hospital with a Level I trauma provisional accreditation- 135-bed...

  • Associate Veterinarian

    4 weeks ago

    Richmond, United States Varina Veterinary Clinic Full time

    Job DescriptionJob DescriptionVarina Veterinary Clinic – Richmond, VAVarina Veterinary Clinic is a full service veterinary hospital located near downtown Richmond, Virginia. We have proudly served our community for over 30 years and are currently seeking a confident, compassionate, team oriented Veterinarian to join our growing practice.This is a FT...

  • Program Manager-Richmond, VA

    2 weeks ago

    Richmond, United States Meritore Technologies Full time

    Role : Program Manager Location : Richmond, VA (Hybrid) Duration : Long Term Candidate must have at least 8 years of Project Management, preferably with large project experience. Active PMP cert a BIG PLUS!! Experience with Virginia state government desired. If candidate has prior VA State gov exp it MUST be clearly reflected on their resume. ...

  • PRN Pharmacist Richmond VA

    2 weeks ago

    Richmond, United States The Adecco Group Full time

    Are you a Pharmacist looking to pick up some extra hours? If so, this is the role for you! Adecco is in need of a Pharmacist in Richmond, VA. The anticipated wage for this position is between $64 and $65. Hourly wage may depend upon experience, edu Pharmacist, RN, Pharmacy Technician, Healthcare, Staffing, Benefits

  • Trailer Mechanic

    1 week ago

    Richmond, United States The Adecco Group Full time

    TRAILER MECHANIC - Richmond, VA Adecco Search is seeking qualified Trailer Mechanics for a national client weve partnered with. Our client is the leader in the truck-trailer rental industry in North America. Theyre not truckers, but theyre proud to s Trailer Mechanic, Operations Manager, Trailer, Mechanic, Transportation, High School, Staffing, Automotive

  • Full Stack Java Developer

    4 days ago

    Richmond, United States LingaTech Full time

    Job DescriptionJob DescriptionContract length: 10 monthsLocation: Richmond, VA - On-site position** Local candidates only **Our client is looking for a Senior Full Stack Java consultant to assist with design, development and support of complex Java/JEE programs.This is an onsite position in Richmond, VA. Local candidates only. Required Skills:A minimum of 5...