VP, Financial Consultant

2 weeks ago

Troy MI 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.  

 

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

    1 day ago

    Troy, MI, 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

    Troy, 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 futures....

  • VP, Financial Consultant

    1 day ago

    Troy, 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

    1 day ago

    Northbrook, IL, 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

    1 day ago

    Natick, MA, 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- Gaithersburg, MD

    1 day ago

    Gaithersburg, MD, 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

    1 day 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...

  • Chief Financial Officer Consultant

    2 weeks ago

    Livonia, MI, United States VACO Full time

    Seeking experienced Chief Financial Officer Consultants for clients in the Northeast Wayne Country, MI area to be engaged on an interim basis. As a Chief Financial Officer Consultant, specific roles with clients and position responsibilities will vary from engagement to engagement.  For individuals with correlating experience, please reply to this Chief...

  • VP, Financial Consultant

    1 day ago

    San Mateo, CA, 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...

  • Branch Manager

    1 week ago

    Columbia, MO, United States OneMain Financial Full time

    BRANCH MANAGER PUT YOUR CAREER IN MOTION AS A BRANCH MANAGER As a OneMain Branch Manager, you will create an outstanding environment—a place where people enjoy coming to work and making a positive impact in the community. You will lead by example, empowering their team to offer loan products that meet our customers’ needs. Your success will be based on...

  • Senior Financial Analyst

    2 weeks ago

    Troy, United States UHY LLP Full time

    A great UHY client is seeking a Financial Consultant and a Senior Financial Analyst to join their team. The ideal candidate will have experience with restricted fund accounting, GRANTS , solid excel skills, and experience with Power BI. The Financial Consultant role is a hybrid position with 2 days onsite each week. This is a client direct hire position. ...

  • VP of Finance

    2 weeks 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

    6 days ago

    Troy, United States Specialized Talent Solutions, LLC Full time

    Job Description Job Description Leading cannabis company seeks a Chief Financial Officer (CFO) to join its corporate team in Troy, MI! The CFO will support the company’s executive management team by performing financial planning, analysis, and reporting for the company’s various operations. This will include, but is not limited to, assisting in...

  • Financial Analyst, Consultant

    1 week ago

    United States, CA, El Dorado Hills Blue Shield of California Full time

    Your Role The Corporate Services Finance team ensures financial stewardship of the Corporate Services administrative budget and serves as the trusted financial advisor to executive leadership. Our team is looking for a Financial Analyst, Consultant to steer financial performance toward Blue Shield goals. The position will support annual planning, monthly...

  • Chief Financial Officer

    3 weeks ago

    Troy, United States Specialized Talent Solutions, LLC Full time

    Job DescriptionJob DescriptionLeading cannabis company seeks a Chief Financial Officer (CFO) to join its corporate team in Troy, MI!The CFO will support the company’s executive management team by performing financial planning, analysis, and reporting for the company’s various operations. This will include, but is not limited to, assisting in budgeting,...

  • Oracle Cloud Financials Functional Lead ERP Implementation Consultant

    2 weeks ago

    Coopersville, MI, United States Atriyo LLC Full time

    Job Title: Oracle Cloud Financials Functional Lead ERP Implementation Consultant Location: Remote Duration: 5 years Job Description: Client is doing an Oracle FIN Cloud ERP project and needs Functional Leads for each module. This is a 5 year project and will be long-term contract position. Client will be using Public Sector version of Oracle so specific...

  • Oracle Cloud Financials Functional Lead ERP Implementation Consultant

    2 weeks ago

    Coopersville, MI, United States Atriyo LLC Full time

    Job Title: Oracle Cloud Financials Functional Lead ERP Implementation Consultant Location: Remote Duration: 5 years Job Description: Client is doing an Oracle FIN Cloud ERP project and needs Functional Leads for each module. This is a 5 year project and will be long-term contract position. Client will be using Public Sector version of Oracle so specific...

  • Principal Consultant

    4 weeks ago

    Berwyn, PA, United States State Street Corporation Full time

    What we are looking for Principal Consultants serve as subject-matter experts in the implementation and upgrade of the Charles River Investment Management Solution (CRIMS). Their contributions include defining client requirements, configuring and tuning the solution to the client's business and technical needs, training clients, testing workflows and...

  • VP, Chief Privacy Officer

    5 days ago

    Washington, DC, United States Fannie Mae Full time

    Job Description The VP, Chief Privacy Officer is responsible for developing and implementing privacy policies, conducting privacy impact assessments, providing employee training on privacy matters, and collaborating with legal and IT teams to safeguard confidential information. This position reports to the Senior Vice President and Chief Compliance...

  • VP, Chief Privacy Officer

    4 days ago

    Washington, DC, United States Fannie Mae Full time

    Job Description The VP, Chief Privacy Officer is responsible for developing and implementing privacy policies, conducting privacy impact assessments, providing employee training on privacy matters, and collaborating with legal and IT teams to safeguard confidential information. This position reports to the Senior Vice President and Chief Compliance...