VP, Financial Consultant
3 weeks ago
Position Type: RegularIncrease your chances of an interview by reading the following overview of this role before making an application.Your opportunityIn addition to the salary range, this role is also eligible for bonus or incentive opportunities. Investment Professionals' Compensation | Charles Schwab 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 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. 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 processWhat’s in it for you At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.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, Financial Consultant
1 day ago
Bedford, United States Charles Schwab Full timeVP, Financial Consultant - Bedford, NH at Charles Schwab summary: The VP, Financial Consultant at Charles Schwab provides wealth management and financial planning advice to clients, focusing on building long-term relationships and growing their practice through asset consolidation and referrals. The role requires active FINRA licenses and involves managing...
-
VP, Financial Consultant
1 week ago
Bedford, Massachusetts, United States Charles Schwab Full time $80,000 - $120,000 per yearYour opportunityIn addition to the salary range, this role is also eligible for bonus or incentive opportunities.Investment Professionals' Compensation | Charles SchwabAt 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...
-
Growth-Focused VP/GM, Company-Owned Ops
3 weeks ago
Bedford, United States Unleashed Brands Full timeA leading company in children's experiences is seeking a VP/GM of Company Owned Operations in Texas to oversee operational and financial performance. The role involves strategizing growth, optimizing profitability, and leading recruitment and development of General Managers. Candidates should have extensive experience in multi-unit management and a strong...
-
Retirement Plan Consultant
2 days ago
Bedford, NH, United States Corebridge Financial Full timeWho We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose...
-
Retirement Plan Consultant
5 days ago
Bedford, NH, United States Corebridge Financial Full timeWho We Are At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand purpose...
-
Retirement Plan Consultant
4 weeks ago
Bedford, United States Corebridge Financial, Inc. Full timeWho We Are At Corebridge Financial, we believe action is everything. That’s why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to a set of Values that are the core pillars that define our culture and help bring our brand...
-
VP/GM of COUs
3 weeks ago
Bedford, United States Unleashed Brands Full timeVP/GM of COUsUnleashed Brands is pursuing a growth strategy for its company-owned assets across the brand portfolio. The Vice President & General Manager, Company Owned Operations is responsible for the operational and financial performance of that growing portfolio of owned assets. They will lead the recruitment, selection, and development of GMs,...
-
Senior Financial Advisor
1 week ago
Bedford, United States New Hampshire Staffing Full timeSenior Financial AdvisorAn award-winning New Hampshire Bank is looking to add a Senior Financial Advisor to work with high-net-worth individuals and business owners to design customized strategies and lead innovative initiatives. Joining our Wealth Management team, you will serve as a trusted relationship manager, providing comprehensive financial planning,...
-
Bedford, United States Magellan Health Full timeThis position will provide coverage in short-term, surge and on demand situations resulting from the Military needs such as a post-deployment event or to cover an existing assignment for counselors who are absent. Primary responsibilities include the full breadth of personal financial counseling services to military service members and their families at...
-
Acoustic Consultant
2 weeks ago
Bedford, OH, United States Audimute Limited Full timeVOLUME CONTROL FOR THE REAL WORLD. Improve the acoustics in your space with Audimute. From the home to the office, from commercial settings such as restaurants and boutiques to institutional settings such as church sanctuaries and health centers, sound impacts your daily life - and creating the best environment, not just acoustically, for your needs means...
