VP, Financial Consultant
2 weeks ago
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. 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
l
everage
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 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
#J-18808-Ljbffr
-
VP Financial Consultant
2 days ago
Berkeley, United States Charles Schwab Full timePosition Type: RegularYour opportunityAt 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 tohelping clients own their financial futures.In this...
-
Senior HR Manager Consultant
7 days ago
Berkeley, United States Principal Consulting Group Full timeOur client is a publicly traded biotech company developing gene cell therapies for autoimmune diseases. We are hiring a Senior HR Manager consultant for maternity leave and 3-4 months duration. This position reports to the VP, Human Resources and requires on-site in Berkeley. Responsibilities: Provide analytical support compensation analysis, performance...
-
Senior HR Manager Consultant
5 days ago
Berkeley, United States Principal Consulting Group Full timeOur client is a publicly traded biotech company developing gene cell therapies for autoimmune diseases. We are hiring a Senior HR Manager consultant for maternity leave and 3-4 months duration. This position reports to the VP, Human Resources and requires on-site in Berkeley. Responsibilities: Provide analytical support compensation analysis, performance...
-
Senior HR Manager Consultant
1 day ago
Berkeley, United States Principal Consulting Group Full timeOur client is a publicly traded biotech company developing gene cell therapies for autoimmune diseases. We are hiring a Senior HR Manager consultant for maternity leave and 3-4 months duration. This position reports to the VP, Human Resources and requires on-site in Berkeley. Responsibilities:Provide analytical support compensation analysis, performance...
-
Senior HR Manager Consultant
1 week ago
Berkeley, United States Principal Consulting Group Full timeOur client is a publicly traded biotech company developing gene cell therapies for autoimmune diseases. We are hiring a Senior HR Manager consultant for maternity leave and 3-4 months duration. This position reports to the VP, Human Resources and requires on-site in Berkeley. Responsibilities:Provide analytical support compensation analysis, performance...
-
Senior HR Manager Consultant
1 week ago
Berkeley, United States Principal Consulting Group Full timeOur client is a publicly traded biotech company developing gene cell therapies for autoimmune diseases. We are hiring a Senior HR Manager consultant for maternity leave and 3-4 months duration. This position reports to the VP, Human Resources and requires on-site in Berkeley. Responsibilities:Provide analytical support compensation analysis, performance...
-
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...
-
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...
-
Vice President, Therapeutic Development
1 day ago
Berkeley, United States Nosis Bio Full timeVice President of Therapeutic DevelopmentNosis Bio is a well-funded biotech startup exclusively focused on cell-specific delivery of RNA therapeutics. We are an all-scientist team of biologists, chemists, and machine learning experts that believe targeted extrahepatic delivery is the only thing preventing RNA therapies from becoming the standard-of-care for...
-
Vice President, Therapeutic Development
4 weeks ago
Berkeley, United States Nosis Bio Full timeVice President of Therapeutic DevelopmentNosis Bio is a well-funded biotech startup exclusively focused on cell-specific delivery of RNA therapeutics. We are an all-scientist team of biologists, chemists, and machine learning experts that believe targeted extrahepatic delivery is the only thing preventing RNA therapies from becoming the standard-of-care for...
-
AVP/VP Underwriting Governance
4 days ago
Berkeley Heights, United States Westfield Full timeJob Description: Create, manage, and execute quality underwriting review strategies/plans across multiple lines of business, including external delegated underwriting authorities (MGAs). Design, implement, and execute critical governance controls across all Insurance lines of specialty insurance business with a focus on Financial and Professional Lines,...
-
Office Coordinator
4 weeks ago
Berkeley, United States Cheng Design & Construction, Inc. Full time**Office Coordinator** Cheng Design is seeking an Office Coordinator with full range bookkeeping experience. We’re a small, tightly knit firm in Berkeley, and we’re looking for a long term addition to our team. We specialize in modern design with custom, non-traditional details. Some items are fabricated in house, while many projects are built by outside...
-
Psychologist II
2 weeks ago
Berkeley, United States Sutter Health Full timeOrganization: ABSMC-Alta Bates Herrick Campus Position Overview: This position primary provides consultation services to patient in psychiatric crisis in the emergency department. Provides mental health services to child, adolescent and adult inpatient and outpatient clients and their families. These services require autonomous decision making,...
-
Senior Storage Engineer
2 weeks ago
Berkeley, United States Fiserv Full timeCalling all innovators – find your future at Fiserv. We’re Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day – quickly, reliably, and securely. Any time you swipe your credit...
-
Systems Engineer
2 weeks ago
Berkeley, California, United States PDS Defense, Inc. Full timePosition: Systems Engineer 4 - Job ID#204712PDS Defense, Inc. is seeking a Systems Engineer 4 in Berkeley, MO.** US Citizenship is required.**** Candidate must have the ability to obtain and maintain a Secret Security Clearance.**Applies an interdisciplinary, collaborative approach to plan, design, develop and verify complex lifecycle balanced system of...
-
Enterprise Architect
1 week ago
Berkeley Heights, United States Ztek Consulting Full time• 10+ years of experience in large-scale IT system development, design and implementation, involving demonstrated project management, resource management, business analysis and leadership skills. Familiar with functions of hardware, software, and network systems • 3+ years of experience in Front end/ UI architecture and product development with strong...
-
Enterprise Architect
1 week ago
Berkeley Heights, United States Ztek Consulting Full time• 10+ years of experience in large-scale IT system development, design and implementation, involving demonstrated project management, resource management, business analysis and leadership skills. Familiar with functions of hardware, software, and network systems • 3+ years of experience in Front end/ UI architecture and product development with strong...
-
Enterprise Architect
6 days ago
Berkeley Heights, United States Talent Software Services Full timeEnterprise Architect Job Summary: Talent Software Services is in search of an Enterprise Architect for a contract to hire position in Berkeley Heights, NJ. Position Summary: An Enterprise Architect – Digital Platform within the Global Issuer organization is laser-focused on go-to-market solution strategy for key industries, complex capture and RFP...
-
Risk Analyst
1 day ago
Berkeley Heights, United States Fiserv, Inc. Full time**Calling all innovators - find your future at Fiserv.** We’re Fiserv, a global leader in Fintech and payments, and we move money and information in a way that moves the world. We connect financial institutions, corporations, merchants, and consumers to one another millions of times a day - quickly, reliably, and securely. Any time you swipe your credit...
-
Enterprise Architect
2 weeks ago
Berkeley Heights, United States Diverse Lynx Full timeHello, Title: Enterprise Architect Location: Berkeley Heights, NJ (5 days onsite) Duration: FTE (No transfers allowed) Responsibilities: Thought leadership in the sales and hand-off to delivery of complex solutions encompassing multiple products and services, involving a clear strategy for product integration Influence product development senior...