VP, Financial Consultant
2 weeks ago
Position Type: RegularYour opportunity
At Schwab, youre 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.
Schwabs branch team is at the heart of our firms commitment to helping clients own their financial futures. In this exciting role, youll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. Youll 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, youll 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 clients 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
Whats in it for you
At Schwab, were committed to empowering our employees personal and professional success. Our purpose-driven, supportive culture, and focus on your development means youll 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
by Jobble
#J-18808-Ljbffr
-
Financial Consultant Associate
3 days ago
Rowland Heights, United States East West Bank Full timeIntroduction: Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create...
-
Senior Financial Consultant Associate
3 weeks ago
Rowland Heights, California, United States East West Bank Full timeIntroduction: Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create...
-
Manager, Financial Reporting, Hybrid
2 weeks ago
Linthicum Heights, Maryland, United States University of Maryland Medical System Full timeJob Description Principal Responsibilities and Tasks The following statements are intended to describe the general nature and level of work being performed by people assigned to this classification. They are not to be construed as an exhaustive list of all job duties performed by personnel so classified. Manages and directs the operations of the General...
-
Manager, Financial Reporting, Hybrid
2 weeks ago
Linthicum Heights, United States University of Maryland Medical System Full timeJob DescriptionJob DescriptionCompany DescriptionThe University of Maryland Medical System (UMMS) serves more than one million patients and families every year. More than 29,000 employees and 4,600 providers work at UMMS. Each and every one of these individuals – from the patients we care for, the family members we reassure to our colleagues that we...
-
Cost Engineering Analyst
5 days ago
Yorktown Heights, United States Rolbay TA Linesight Full timeOverview: As a Cost Engineering Analyst at Linesight, you will work with highly experienced, culturally diverse, and passionate teams nurturing a strong social dynamic and a shared sense of achievement. You will gain vast industry experience that will open doors for you, extend your skillset and expand your perspective. We will empower, support, and enable...
-
Bilingual Financial Analyst
2 weeks ago
Berkeley Heights, United States Talascend Full timeTalascend is seeking a Bilingual Financial Analyst for an opportunity in Berkeley Heights, NJ. Monday-Thursday on site, work remotely on Fridays. This role is to support overall tasks related to managing and operating development through efficient organizational operation and finance management and, and support employees related to operation. This...
-
Sr. Financial Analyst
5 days ago
Broadview Heights, United States Sotera Health Services, LLC Full timeJob DescriptionSenior Financial Analyst The name Sotera was inspired by the Greek goddess of safety, Soteria, and reflects the Company's unwavering commitment to global health. As the global leader in mission-critical services to ensure the safety of healthcare, Sotera Health has 64 facilities in 13 countries and provides rigorous lab services, comprehensive...
-
Leasing Consultant
1 month ago
Dearborn Heights, United States LR Management Full timeJob DescriptionJob DescriptionWho We Are:LR Management is made of up a group of Talented, Driven, Goal-Focused Individuals who take immense pride in their work every day. We professionally manage multifamily housing communities, with a focus on creating value, delivering excellent customer service, and beating financial expectations. The Role:**Weekend Hours...
-
Business Analyst 1
2 weeks ago
Berkeley Heights, United States Aditi Consulting Full timeSummary: Support overall tasks related to managing and operating development through efficient organizational operation and finance management and, and support employees related to operation Responsibilities: Perform Month End Closing expense analysis in detail by GL and create Financial report to manager on a monthly basis Communicate with external point...
-
Controller (Business and Financial Operations)
3 weeks ago
Citrus Heights, United States River City Staffing Group Full timeController with experience at large non-profit organization is needed in the Sacramento area. This is a great opportunity to join a strong effort to assist others in the community and be a part of a growing organization. This is a full time, 40-hr position and long term contract with a possible temp to hire, full time opportunity with excellent...
-
Controller (Business and Financial Operations)
2 weeks ago
Citrus Heights, United States River City Staffing Full timeController with experience at large non-profit organization is needed in the Sacramento area. This is a great opportunity to join a strong effort to assist others in the community and be a part of a growing organization. This is a full time, 40-hr position and long term contract with a possible temp to hire, full time opportunity with excellent...
-
Relationship Banker II
1 week ago
Sterling Heights, United States Cornerstone Community Financial Credit Union Full timePosition Description: The Relationship Banker II will support CCF by developing and nurturing relationships with our membership working diligently to find real positive solutions for their financial needs. They will utilize their strong product knowledge to promote, educate, and cross-sell financial products and services to meet the current and future...
-
Relationship Banker II
2 weeks ago
Sterling Heights, United States CORNERSTONE COMMUNITY FINANCIAL CREDIT UNION Full timeJob DescriptionJob DescriptionPosition Description:The Relationship Banker II will support CCF by developing and nurturing relationships with our membership working diligently to find real positive solutions for their financial needs. They will utilize their strong product knowledge to promote, educate, and cross-sell financial products and services to meet...
-
Locum Physician
5 days ago
Bethel Heights, United States Adelphi Medical Staffing Full timeJob Quick Facts • Specialty: Neurosurgery• Job Type: Locum Tenens• Location: Springdale, AR• Service Setting: Inpatient/Outpatient• Reason For Need: Supplemental• Coverage Type: Call Only• Coverage Period: Apr 29, 2024 - Ongoing• Call Schedule: 24-hr Call; 7a-7a• Call Type: Beeper• Call Response Time: 20 mins• Phone Consults: 5•...
-
Leasing Consultant
3 days ago
Citrus Heights, California, United States FPI Management, Inc. Full timeJob Description The Leasing Consultant is the community's sales representative and is responsible for interacting with residents (potential and existing) on behalf of FPI to assist with viewing/touring the property, providing accurate information about each apartment home, properly process rental applications, secure lease agreements from qualified persons,...
-
Director of Transportation Safety
1 week ago
Federal Heights, United States National Transporation Safety Solutions Full timeJob Description Job Description Director of Safety NTSS. is in search of an experienced Director of Safety to work at our Denver Colorado terminal. Top applicants should have a minimum of two years’ experience in transportation safety and DOT compliance. Salary and benefits will be competitive depending on experience. This is an on-site position in Denver...
-
Investment Consultant
4 days ago
Needham Heights, United States Charles Schwab Full timePosition Type: RegularYour opportunityOur branch network is part of the broader Investor Services organization and is primarily responsible for providing advice and counsel toindividuals and families with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking, and...
-
Investment Consultant
1 day ago
Needham Heights, United States Charles Schwab Full timePosition Type: Regular Your opportunity Our branch network is part of the broader Investor Services organization and is primarily responsible for providing advice and counsel toindividuals and families with their financial needs, including retirement planning, educational planning, investment management, estate planning, active investing, managed banking,...
-
Director of Revenue
5 days ago
Needham Heights, United States Planet Professional Full timeGlobal Revenue Accounting Director Industry: PE backed Global Digital Media Company Location: Needham, MA Hybrid schedule: 2 days a week in the office/ 3 days remote Required: ASC 606 revenue accounting experience technical accounting/research skills Supervisory management experience (will oversee a team of 20 so need to have at least a staff of 5+) ...
-
Global Revenue Accounting Director
7 days ago
Needham Heights, United States Planet Professional Full timeTitle: Global Revenue Accounting Director Industry: PE backed Global Digital Media Company Location: Needham, MA Hybrid schedule: 2 days a week in the office/ 3 days remote Required: ASC 606 revenue accounting experience technical accounting/research skills Supervisory management experience (will oversee a team of 20 so need to have at least a staff of 5+)...