VP, Financial Consultant

3 weeks ago

Farmington, 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

  • Financial Consultant

    16 hours ago

    Farmington, United States New York Life Full time

    Description We are seeking an experienced Financial Advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication skills. Apply now!...

  • Financial Consultant

    1 day ago

    Farmington, United States New York Life - Albuquerque Region Full time

    Job DescriptionJob DescriptionWe are seeking an experienced Financial Advisor to assist our clients in designing and implementing strategies to achieve their goals. The ideal candidate will have a Bachelor's degree in business or finance, a proven track record of creating successful and long-term advising relationships, and excellent communication...

  • Senior Consultant

    3 weeks ago

    Farmington, New Mexico, United States Siapartners Full time

    Senior Consultant / Manager - Private Banking Pricing Full-timeSia Partners is a next-generation management consulting firm and pioneer of Consulting 4.0.We offer a unique blend of AI and design capabilities, augmenting traditional consulting to deliver superior value to our clients.With expertise in more than 30 sectors and services, we optimize client...

  • Planning Consultant

    2 weeks ago

    Farmington, United States Fidelity Investments Full time

    Job Description: Through your integrity and adherence to Fidelity's client commitment standards, we know you will inspire client dedication with a goal of developing lifetime relationships with Fidelity. You could be just the right applicant for this job Read all associated information and make sure to apply. As a Planning Consultant, you will provide a...

  • Junior Advisor

    1 month ago

    Farmington, United States WMGNA,LLC Full time

    WMGNA, LLC, a top 20 Hartford County Registered Investment Advisory firm, employs a unique method of subscription based financial planning and builds relationships of trust and collaboration with our clients. We believe in our formula and have a nearly 30-year history of providing sound, caring financial advice to families and businesses. As our business and...

  • Junior Advisor

    4 days ago

    Farmington, United States WMGNA,LLC Full time

    WMGNA, LLC, a top 20 Hartford County Registered Investment Advisory firm, employs a unique method of subscription based financial planning and builds relationships of trust and collaboration with our clients. We believe in our formula and have a nearly 30-year history of providing sound, caring financial advice to families and businesses. As our business and...

  • Junior Advisor

    1 month ago

    Farmington, United States WMGNA,LLC Full time

    WMGNA, LLC, a top 20 Hartford County Registered Investment Advisory firm, employs a unique method of subscription based financial planning and builds relationships of trust and collaboration with our clients. We believe in our formula and have a nearly 30-year history of providing sound, caring financial advice to families and businesses. As our business and...

  • Investment Consultant

    4 weeks ago

    Farmington, United States Fidelity Investments Full time

    Job Description:Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower...

  • Senior Energy Data Science Consultant

    2 weeks ago

    Farmington, New Mexico, United States Siapartners Full time

    Sia Partners is een next generation management consultancy bureau en pionier van Consulting 4.0.We bieden een unieke mix van AI en design capabilities, om daarmee traditionele consultancy te verrijken om een nog betere waarde te leveren aan onze klanten.Met 2.200 consultants in 18 landen en expertise in meer dan 30 sectoren en diensten, optimaliseren we...

  • Financial Analyst

    5 days ago

    Farmington Hills, United States Avance Consulting Full time

    Job DescriptionJob DescriptionGeneral InformationJob Title :Financial AnalystTeam/Department: Finance ManagerReporting to: ControllerFLSA Status: ExemptPosition Summary:The Finance Manager will play a pivotal role in managing financial aspects related to construction projects. This position involves preparing loan draw requests, coordinating with...

  • Investment Consultant

    2 weeks ago

    Farmington, United States Fidelity TalentSource LLC Full time

    Job Description: Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower...

  • Investment Consultant

    4 weeks ago

    Farmington, United States Fidelity Investments Full time

    Job Description:Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower...

  • Business Analyst Consultant

    1 day ago

    Farmington, New Mexico, United States Siapartners Full time

    Sia Partners is a next-generation consulting firm dedicated to creating state-of-the-art narratives for transformation and innovation and deploying them at scale.Our goal is to deliver superior value and tangible results to our clients as they navigate the digital revolution and achieve transformations which generate a positive impact.Our global footprint...

  • Real Estate Financial Analyst

    3 weeks ago

    Farmington Hills, United States Zeal Development Full time

    Job DescriptionJob DescriptionPosition SummaryThe Real Estate Financial Analyst will play a pivotal role in managing financial aspects related to construction projects. This position involves preparing loan draw requests, coordinating with contractors, lenders, and management, maintaining a paperless office system, budget preparation, expenditure analysis,...

  • Investment Consultant

    4 weeks ago

    Farmington Hills, United States Fidelity Investments Full time

    Job Description : Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We...

  • Investment Consultant

    2 weeks ago

    Farmington Hills, United States Fidelity TalentSource LLC Full time

    Job Description: Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower...

  • Investment Consultant

    2 weeks ago

    Farmington Hills, United States Fidelity TalentSource LLC Full time

    Job Description:Investment Consultant You joined the financial services industry to make a difference in the lives of your clients. At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry leader where we focus on the importance of communicating to connect and not just communicating to transact. We empower...

  • Wellbeing/Wellness Business Development Executive, WellSpark Health

    6 days ago

    Farmington, United States EmblemHealth Full time

    Summary of JobTo disrupt the traditional wellness point-solutions model by growing the revenue and membership of WellSpark Health's products and services. This consists of increasing market awareness of WellSpark Health capabilities, as well as sourcing and adding new clients across multiple sales channels, including direct-to-employer, through brokers,...

  • Wellbeing/Wellness Business Development Executive, WellSpark Health

    7 days ago

    Farmington, United States EmblemHealth Full time

    Summary of JobTo disrupt the traditional wellness point-solutions model by growing the revenue and membership of WellSpark Health's products and services. This consists of increasing market awareness of WellSpark Health capabilities, as well as sourcing and adding new clients across multiple sales channels, including direct-to-employer, through brokers,...

  • sql dba

    2 weeks ago

    Farmington, New Mexico, United States Arthur Grand Technologies Inc Full time

    Arthur Grand (AG) is an IT services firm specializing in Digital Transformation initiatives for Federal, Commercial, State & local customers.Since 2012, AG has (been) successfully supporting and delivering IT services to our customers in the areas of enterprise modernization and transformation with a core focus on emerging technologies including Cloud...