VP, Financial Consultant

Found in: Careerbuilder One Red US C2 - 2 weeks ago

Greenwich CT 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 --s-p-m1-- By applying, you consent to your information being processed by SonicJobs and transmitted to the Employer. See SonicJobs Privacy Policy at https://www.sonicjobs.com/us/privacy-policy and Terms of Use at https://www.sonicjobs.com/us/terms-conditions

  • VP; Financial Consultant

    Found in: Jooble US O C2 - 2 days ago

    West Hartford, CT, United States Charles Schwab Full time

    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...

  • VP, Financial Consultant

    Found in: Careerbuilder One Red US C2 - 1 week ago

    Omaha, NE, 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, Financial Consultant

    Found in: Careerbuilder One Red US C2 - 1 week ago

    Scarsdale, NY, 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, Financial Consultant

    Found in: Careerbuilder One Red US C2 - 1 day ago

    Troy, MI, 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, Financial Consultant- Gaithersburg, MD

    Found in: Careerbuilder One Red US C2 - 7 days ago

    Spencerville, MD, 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, Financial Consultant

    Found in: Careerbuilder One Red US C2 - 7 days ago

    Melrose Park, IL, 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...

  • Chief Financial Officer

    Found in: Jooble US O C2 - 2 weeks ago

    Wallingford, CT, United States Masonicare Full time

    Chief Financial Officer / VP Finance Masonicare Corporate Services - Wallingford, CT Full Time / Salaried / Exempt Direct financial and related business support services that are fundamental to the successful achievement of Masonicare’s short term and long term financial and operational objectives. Essential Duties and Responsibilities: ...

  • VP, Financial Consultant – Richmond, VA

    Found in: Careerbuilder One Red US C2 - 7 days ago

    Richmond, VA, 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, Financial Consultant

    Found in: Jooble US O C2 - 2 days ago

    West Hartford, CT, 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 – Novi, MI

    Found in: Careerbuilder One Red US C2 - 7 days ago

    New Boston, MI, 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...

  • Strategic Business Consultant

    Found in: Careerbuilder One Red US C2 - 7 days ago

    Hartford, CT, United States MassMutual Full time

    The OpportunityAs the Strategic Business Consultant, you'll report into the Head of Advice & Financial Planning to support the organization’s strategic business initiatives and ongoing business functions from feasibility through launch, including the post-launch monitoring. You'll work across multiple initiatives and processes, driving High Net Worth...

  • VP, Financial Consultant

    Found in: Careerbuilder One Red US C2 - 6 days ago

    Roseland, IL, 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, Financial Consultant

    Found in: Careerbuilder One Red US C2 - 1 day ago

    Capitola, CA, 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, Financial Consultant

    Found in: Careerbuilder One Red US C2 - 1 week ago

    Lynnwood, WA, 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, Financial Consultant

    Found in: Careerbuilder One Red US C2 - 1 week ago

    Morgan Hill, CA, 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, Financial Consultant- New York, NY

    Found in: Careerbuilder One Red US C2 - 7 days ago

    Bogota, NJ, 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 Financial Planning

    Found in: beBee jobs US - 1 week ago

    United States of America Selby Jennings Full time

    Job Title: Vice President, Financial Planning & AnalysisLocation: Kansas City, MO About Us: One of our leading Health Insurers is seeking a Vice President of Financial Planning & Analysis to lead their division. The Vice President, of Financial Planning & Analysis will provide strategic leadership to the Financial Analysis and Planning Division. This role is...

  • Financial Consultant, Schwab Financial Solutions Branch

    Found in: Careerbuilder One Red US C2 - 1 day ago

    Indian Hills, CO, United States Charles Schwab Full time

    Position Type: RegularYour opportunityThe Specialized Relationships Group (SRG) is part of the Investor Services Branch Network organization and is primarily responsible for serving clients across various client segments and through both dedicated and team-based relationship models. The Schwab Financial Solutions Branch, within SRG, is a high-scale...

  • VP of Finance

    Found in: Careerbuilder One Red US C2 - 4 hours ago

    Homewood, IL, United States Carl Buddig & Company Full time

    VP of Finance & AccountingJob Category: AdministrativeRequisition Number: VPOFF001237Full-TimeHomewood, IL 60430, USAAbout Us:Carl Buddig and Company, is a prominent name in the food consumer packaged goods (CPG) industry, is known for its commitment to excellence and innovation. We are currently seeking a seasoned Vice President of Finance & Accounting to...

  • Chief Financial Officer

    Found in: Jooble US O C2 - 22 hours ago

    Wallingford, CT, United States Masonicare Full time

    Employee - Full-Time Exec/Sr Lvl Off&Mgrs Wallingford, CT, US 4 days ago Requisition ID: 10020 Full Time / Salaried / Exempt Direct financial and related business support services that are fundamental to the successful achievement of Masonicare’s short term and long term financial and operational objectives. Essential Duties and Responsibilities: ...