VP, Financial Consultant
3 weeks ago
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 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
What’s in it for youAt 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
3 weeks ago
Orland Park, United States Lovin- JobBoard Full timeVP, Financial Consultant - Orland Park, IL 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...
-
VP, Financial Consultant
4 weeks ago
Orland Park, United States Charles Schwab Full timeYour 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...
-
VP, Financial Consultant
2 weeks ago
Orland Park, United States Charles Schwab Full timePosition 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. In this...
-
Sr. VP
2 weeks ago
Hot Springs National Park, United States Arkansas Bank Full timeEstablished Arkansas Bank is seeking a Sr. VP Controller to be responsible for accounting operations to include: the production of periodic regulatory reports management of a comprehensive set of internal controls and budgets designed to mitigate risk and enhance the accuracy of the financial and regulatory reports manage the financial team Base Pay...
-
Chief Financial Officer
3 weeks ago
Cedar Park, United States B2BCFO Full timeSeeking An Experienced CFO Are you a driven and entrepreneurial CFO with experience in helping business owners improve their business? Would you like to guide business owners in selling or buying privately held companies? Would you like to be rewarded for your skill and experience? Are you seeking a unique opportunity to control your career while building a...
-
Chief Financial Officer
2 weeks ago
Baldwin Park, United States B2BCFO Full timeSeeking An Experienced CFO Are you a driven and entrepreneurial CFO with experience in helping business owners improve their business? Would you like to guide business owners in selling or buying privately held companies? Would you like to be rewarded for your skill and experience? Are you seeking a unique opportunity to control your career while building a...
-
Consulting CFO
4 weeks ago
Winter Park, United States Stage 1 Financial Full timeJob DescriptionJob DescriptionJoin Atlantix Partners and CFO Alliance two influential and dynamic companies committed to making a real impact in the business world. At CFO Alliance, the work we do matters. We serve innovative companies ranging from well-funded startups to high-growth private equity-backed companies. We lead our clients through intense...
-
Consulting CFO
4 weeks ago
Winter Park, United States Stage 1 Financial Full timeJob DescriptionJob DescriptionJoin Atlantix Partners and CFO Alliance two influential and dynamic companies committed to making a real impact in the business world. At CFO Alliance, the work we do matters. We serve innovative companies ranging from well-funded startups to high-growth private equity-backed companies. We lead our clients through intense...
-
Planning Consultant
2 weeks ago
Highland Park, United States Fidelity Investments Full timeThe Planning Consultant works alongside Financial Consultants and/or Wealth Planners in a financial planning capacity. Through your knowledge and your ability to build relationships, you will effectively profile, navigate and present the output of ou Consultant, Financial Planning, Planning, Business Partner, Construction
-
Financial Planner
3 weeks ago
Overland Park, United States Keen Wealth Advisors Full timeKeen Wealth Advisors, a growing wealth management firm, is seeking a Financial Planner to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a vital role in the future success of our fast-growing organization! The Financial Planner is an integral part of the organization. They will provide financial...
-
Financial Planner
14 hours ago
Overland Park, United States Keen Wealth Advisors Full timeKeen Wealth Advisors, a growing wealth management firm, is seeking a Financial Planner to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a vital role in the future success of our fast-growing organization! The Financial Planner is an integral part of the organization. They will provide financial...
-
Financial Planner
3 weeks ago
Overland Park, United States Keen Wealth Advisors Full timeKeen Wealth Advisors, a growing wealth management firm, is seeking a Financial Planner to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a vital role in the future success of our fast-growing organization! The Financial Planner is an integral part of the organization. They will provide financial...
-
Financial Planner
3 weeks ago
Overland Park, United States Keen Wealth Advisors Full timeKeen Wealth Advisors, a growing wealth management firm, is seeking a Financial Planner to assist us in our mission of helping clients achieve their financial goals. This is your chance to play a vital role in the future success of our fast-growing organization! The Financial Planner is an integral part of the organization. They will provide financial...
-
Financial Analyst
5 days ago
Baldwin Park, United States Ready Pac Produce, Inc Full timeJob DescriptionJob DescriptionPosition: Financial Analyst Department: FinanceReports To: VP FinanceLocation: Irwindale, CASalary: 75-100K Groupe Bonduelle is a company that is making a positive impactGroupe Bonduelle is the world leader in ready-to-use plant-rich food. By joining our company you will have an opportunity to make a positive and sustainable...
-
Financial Analyst
2 weeks ago
Baldwin Park, United States Ready Pac Produce, Inc Full timeJob DescriptionJob DescriptionPosition: Financial Analyst Department: FinanceReports To: VP FinanceLocation: Irwindale, CASalary: 75-100K Groupe Bonduelle is a company that is making a positive impactGroupe Bonduelle is the world leader in ready-to-use plant-rich food. By joining our company you will have an opportunity to make a positive and sustainable...
-
VP, Finance
2 weeks ago
Cedar Park, Texas, United States CRH Full timeJob ID: 496802 Texas Materials, A CRH company, is a leading supplier of aggregates, asphalt, ready mixed concrete, and paving and construction services in Texas. Our focus is to provide quality products and reliable customer service with a safety-first mindset. We consider our employees our greatest strength and we make it our priority to invest in their...
-
Sr. Client Consultant
1 week ago
Oak Park, United States Shaker Recruitment Marketing Full timeCompany Description What we do at Shaker matters. We help to connect people with jobs. A recruitment marketing pioneer since 1951, Shaker is a full-service agency specializing in highly customized communications and strategies for attracting and retaining the right talent...in the right places, with the right messages. That takes smarts and creativity. Ideas...
-
Sr. Client Consultant
2 weeks ago
Oak Park, United States Shaker Recruitment Marketing Full timeCompany Description What we do at Shaker matters. We help to connect people with jobs. A recruitment marketing pioneer since 1951, Shaker is a full-service agency specializing in highly customized communications and strategies for attracting and retaining the right talent...in the right places, with the right messages. That takes smarts and creativity. Ideas...
-
Financial Analyst 2
1 day ago
Ridgefield Park, United States Telnet, Inc. Full timeJob DescriptionJob DescriptionJob Description:Top skills: Organization skill, Data management skill, Communication skillSummary:The main functions of a financial analyst are to gather and analyze financial information; will typically conduct quantitative analyses of information affecting investment programs of public or private institutions. A typical...
-
Financial Analyst
2 weeks ago
Pinellas Park, Florida, United States PDS Tech Commercial, Inc. Full timePDS Tech Commercial, Inc is currently hiring for a Financial Analyst position in Pinellas Park, FLJob Title: Financial AnalystJob Type: Full Time; ConsultantLocation: Pinellas Park, FL OnsiteShift: Monday - FridayPay Rate: $50.00 to $56.87 per hourJob Description: Performs one or more multiple financial activities within FP&A and Accounting. Creates and...