VP, Financial Consultant

1 month ago

Northbrook, United States Charles Schwab Full time

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 tohelping clients own their financial futures. In this exciting role, you’llgive clients financial guidance while forming lasting relationshipsbuilt on trust, respect, and reaching a common goal. You’ll alsohavethe ability totake charge of your own professional journey with oursupportive, 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 teamsetting, 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.

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 months ago

    Northbrook, United States Charles Schwab Full time

    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...

  • VP, Financial Consultant

    2 months ago

    Northbrook, United States Charles Schwab Full time

    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...

  • VP, Financial Consultant

    2 weeks ago

    Northbrook, United States Knewin Full time

    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...

  • VP, Financial Consultant

    2 months ago

    Northbrook, IL, United States Charles Schwab Full time

    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...

  • Investment Consultant

    1 week ago

    Northbrook, United States Charles Schwab Full time

    **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._ As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the...

  • Investment Consultant

    4 days ago

    Northbrook, United States Charles Schwab Full time

    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.    As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch...

  • Hospice Director of Clinical Services RN, Hospital

    3 weeks ago

    Northbrook, United States Celtic Health Care Full time

    Job Title Hospice Director of Clinical Services RN, Hospital Location Lisle, IL, USA Additional Location(s) Northbrook, IL, USA Employee Type Employee Working Hours Per Week 40 Job Description Summary The Director of Clinical Services is to plan, execute, and finalize projects under the guidance of the Vice President of Clinical Operations. This...

  • Hospice Director of Clinical Services RN, Hospital

    1 week ago

    Northbrook, United States Celtic Health Care Full time

    Job Title Hospice Director of Clinical Services RN, Hospital Location Lisle, IL, USA Additional Location(s) Northbrook, IL, USA Employee Type Employee Working Hours Per Week 40 Job Description Summary The Director of Clinical Services is to plan, execute, and finalize projects under the guidance of the Vice President of Clinical Operations. This...

  • Senior Auditor

    2 weeks ago

    Northbrook, United States Gilder Search Group Full time

    Our client, a $4B+ global leader in agriculture, is seeking a Senior Auditor! They are the largest manufacturer in this space in the US with a huge focus on sustainability. Responsibilities: Assists in planning audits including areas to be reviewed and procedures to be performed. Reviews the relevance, reliability and integrity of financial and operating...

  • Senior Auditor

    2 days ago

    Northbrook, United States Buckingham Search Full time

    Job DescriptionJob DescriptionLooking for a Senior Auditor to join our client's growing team! Assist with the planning, execution and reporting of Operational audits for a $4 billion dollar multi-national company. This position is responsible for the coordination of Internal Audit activities at various plants, distribution facilities, vendors,...

  • Client Coordinator

    2 days ago

    Northbrook, United States Poppin Jay Inc DBA BC Worldwide Full time

    About Blue Chip We are an independent, full-service, creative marketing agency growing brands through creative commerce. At Blue Chip, we specialize in crafting strategic campaigns to captivate consumers at the critical moment of purchase. Leveraging a data-driven approach, we design tailored initiatives that seamlessly integrate with retail environments,...

  • Payroll Specialist

    2 weeks ago

    Northbrook, United States Brilliant Management Resources - IL Full time

    Job DescriptionJob DescriptionBrilliant Financial Staffing has been engaged in the search for a Payroll Specialist. Our client in the manufacturing industry is looking for a Payroll Specialist to join their team on a contract basis. They are seeking someone that has experience with Workday, Union payroll, and Canadian payroll. Qualified candidates are...

  • Payroll Specialist

    1 week ago

    Northbrook, United States Brilliant Management Resources - IL Full time

    Job DescriptionJob DescriptionBrilliant Financial Staffing has been engaged in the search for a Payroll Specialist. Our client in the manufacturing industry is looking for a Payroll Specialist to join their team on a contract basis. They are seeking someone that has experience with Workday, Union payroll, and Canadian payroll. Qualified candidates are...

  • Payroll Specialist

    3 weeks ago

    Northbrook, United States Brilliant™ Management Resources Full time

    Job Description Job Description Brilliant Financial Staffing has been engaged in the search for a Payroll Specialist. Our client in the manufacturing industry is looking for a Payroll Specialist to join their team on a contract basis. They are seeking someone that has experience with Workday, Union payroll, and Canadian payroll. Qualified candidates are...

  • Destination Program Manager

    1 week ago

    Northbrook, United States IOR Global Services Full time

    Description As a Destination Program Manager (DPM), you will ensure unparalleled satisfaction for our global mobility clients. Your role involves overseeing Destination Services programs from inception to completion, collaborating with various stakeholders to deliver exceptional experiences to relocating individuals. You will be a key liaison between...

  • Sr. Auditor, Internal Audit

    3 weeks ago

    Northbrook, Illinois, United States CF Industries Full time

    At CF Industries, our mission is to provide clean energy to feed and fuel the world sustainably. Our employees are focused on safe and reliable operations, environmental stewardship, and disciplined capital and corporate management. By joining CF, you will be part of a team that brings their varied experiences, wide-ranging knowledge and diverse talents...

  • Sr. Auditor, Internal Audit

    3 weeks ago

    Northbrook, Illinois, United States CF Industries Full time

    At CF Industries, our mission is to provide clean energy to feed and fuel the world sustainably. Our employees are focused on safe and reliable operations, environmental stewardship, and disciplined capital and corporate management. By joining CF, you will be part of a team that brings their varied experiences, wide-ranging knowledge and diverse talents...

  • Sr. Auditor, Internal Audit

    1 week ago

    Northbrook, Illinois, United States CF Industries Full time

    At CF Industries, our mission is to provide clean energy to feed and fuel the world sustainably. Our employees are focused on safe and reliable operations, environmental stewardship, and disciplined capital and corporate management. By joining CF, you will be part of a team that brings their varied experiences, wide-ranging knowledge and diverse talents...

  • Sr. Auditor, Internal Audit

    1 week ago

    Northbrook, Illinois, United States CF Industries Full time

    At CF Industries, our mission is to provide clean energy to feed and fuel the world sustainably. Our employees are focused on safe and reliable operations, environmental stewardship, and disciplined capital and corporate management. By joining CF, you will be part of a team that brings their varied experiences, wide-ranging knowledge and diverse talents...

  • /Genetic Counselor Assistant

    3 days ago

    Northbrook, United States Reproductive Genetic Innovations LL Full time

    Job DescriptionJob DescriptionWe are looking to fill the role of a full-time, on-site Genetic Counseling Assistant (GCA) - Intake/Case Coordinator. This position serves as a primary liaison between patients, their IVF clinic, and the team at RGI.As a GCA - Intake/Case Coordinator, you will be working directly with patients and their referring providers to...