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 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.
- 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.
What's in it for you:
At Schwab, we're committed to empowering our employees' personal and professional success. Our flexible work options, 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:
- Base salary
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
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
-
VP of Finance
1 month ago
Madison, United States Creative Financial Staffing Full timeVice President of FinanceAbout the Company and Opportunity Our client is experiencing rapid growth and is committed to continuous improvement Competitive compensation package including executive-level benefits and a generous 401k match Opportunity to shape financial strategy and lead a high-performing team Collaborative and innovative work environment Ideal...
-
Bilingual Financial Consultant
2 weeks ago
Madison, Wisconsin, United States UW Credit Union Full timePosition Overview:UW Credit Union is seeking dedicated Bilingual Financial Consultants to assist our members in achieving their financial aspirations. This role offers a competitive base salary along with a premium for bilingual skills.Why This Role Is Ideal for You:At UW Credit Union, we prioritize comprehensive onboarding and training for our Financial...
-
Client Support Financial Consultant
2 weeks ago
Madison, Wisconsin, United States NAPFA Consumer Group Full timeCompany: NAPFA Consumer GroupNAPFA Consumer Group is in search of a dedicated Client Support Financial Consultant to become a vital part of our globally oriented wealth management team.The primary focus of this position is to deliver outstanding service and assistance to our U.S. expat-focused financial consultants and their clientele.This role aims to...
-
Lead Financial Strategist
2 weeks ago
Madison, Wisconsin, United States Creative Financial Staffing Full timeSenior Financial AnalystAbout Creative Financial Staffing: Our organization is dedicated to fostering innovative financial solutions. We are at the forefront of providing a wide range of services, from financial consulting to comprehensive analytical support. Our vibrant team is driven by creativity, resourcefulness, and a relentless pursuit of...
-
Junior Financial Consultant
1 week ago
Madison, Wisconsin, United States Drake & Company Full timePosition OverviewDrake & Company is in search of a meticulous and dedicated Junior Financial Consultant to support our wealth management team. In this client-facing position, you will leverage your financial expertise to assist Advisors in evaluating and recommending optimal solutions for our clients while providing essential transactional support. Your...
-
Financial Analyst and Accountant
2 weeks ago
Madison, New Jersey, United States Gateway Recruiting Full timePosition Overview: The Financial Analyst and Accountant collaborates closely with the VP Controller and various business units to develop and deliver insightful financial analytics that support essential business strategies and decision-making processes. This role is crucial in ensuring adherence to finance-related policies, procedures, controls, and...
-
Manufacturing Consultant/Senior Consultant
2 months ago
Madison, United States WMEP Manufacturing Solutions Full timeJob DescriptionJob DescriptionThe Wisconsin Manufacturing Extension Partnership, Inc. (WMEP) is currently recruiting for a Manufacturing Consultant / Senior Consultant to deliver a breadth of strategic level services. The consultant is required to reside and work in the Milwaukee metro or Madison markets. Location: (Hybrid) in Madison or Milwaukee Metro,...
-
Manufacturing Consultant/Senior Consultant
2 months ago
Madison, United States WMEP Manufacturing Solutions Full timeJob DescriptionJob DescriptionThe Wisconsin Manufacturing Extension Partnership, Inc. (WMEP) is currently recruiting for a Manufacturing Consultant / Senior Consultant to deliver a breadth of strategic level services. The consultant is required to reside and work in the Milwaukee metro or Madison markets. Location: (Hybrid) in Madison or Milwaukee Metro,...
-
Financial Analyst and Accountant
2 weeks ago
Madison, New Jersey, United States Gateway Recruiting Full timePosition Overview: The Financial Analyst and Accountant collaborates closely with the VP Controller and various business units to develop and deliver financial insights that support key business strategies and decision-making processes. This role is crucial in ensuring adherence to finance-related policies, procedures, controls, and regulations, including...
-
Financial Analyst and Accountant
1 week ago
Madison, Wisconsin, United States Gateway Recruiting, INC. Full timeJob OverviewPosition Summary:The Finance Accountant/Analyst collaborates closely with the VP Controller and various business units to develop and deliver insightful financial analytics that support essential business strategies and decision-making processes. This role is pivotal in ensuring adherence to finance-related policies, procedures, controls, and...
-
Financial Consultant
3 days ago
Madison, Wisconsin, United States Charles Schwab Full timeAbout the RoleAt Charles Schwab, we're committed to empowering our employees to make a positive impact in the finance industry. As a Financial Consultant, you'll play a key role in helping clients achieve their financial goals and build lasting relationships with them.Key ResponsibilitiesProvide financial guidance and wealth management advice to existing...
-
Financial Analyst
1 week ago
Madison, New Jersey, United States Gateway Recruiting Full timePosition Overview: The Financial Analyst plays a pivotal role in collaborating with the VP Controller and the organization to develop and deliver insightful financial analytics that support essential business strategies and informed decision-making. This position is tasked with ensuring adherence to finance-related policies, procedures, controls, and...
-
Financial Analyst
2 weeks ago
Madison, Wisconsin, United States Gateway Recruiting, INC. Full timeJob OverviewPosition Summary:The Financial Analyst plays a crucial role in collaborating with the VP Controller and various business units to create and deliver insightful financial analytics that support essential business strategies and informed decision-making. This position is responsible for ensuring adherence to finance-related policies, procedures,...
-
Financial Analyst for Strategic Insights
1 week ago
Madison, Wisconsin, United States Gateway Recruiting, INC. Full timeJob OverviewPosition Summary:The Finance Accountant/Analyst collaborates closely with the VP Controller and various business units to develop and deliver insightful financial analytics that support key business strategies and decision-making processes. This role is pivotal in ensuring adherence to finance-related policies, procedures, controls, and...
-
Senior Vice President of Finance
2 weeks ago
Madison, Wisconsin, United States Creative Financial Staffing Full timeChief Financial OfficerAbout Creative Financial Staffing Our organization is on a trajectory of significant growth and is dedicated to ongoing enhancement. We offer a competitive salary package that includes executive-level benefits and a substantial 401k contribution. This role provides the chance to influence financial direction and lead a dynamic team. We...
-
Experienced Benefits Consultant
2 weeks ago
Madison, Wisconsin, United States PRT Financial Full timeElevate Your Career with PRT Financial Why PRT Financial? Are you seeking a role that not only transforms the lives of others but also enhances your own? If you are contemplating a shift from your current position, PRT Financial presents a fulfilling opportunity to step away from the ordinary and find personal satisfaction within the financial services...
-
Financial Consultant
4 days ago
Madison, Wisconsin, United States Charles Schwab Full timeAbout the RoleAt Charles 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.Key ResponsibilitiesAs a Financial Consultant at Schwab, you will be responsible...
-
Financial Services Consultant
2 weeks ago
Madison, Alabama, United States Brian Wiggins - State Farm Agent Full timeJob OverviewPOSITION SUMMARY:As a Financial Services Consultant at Brian Wiggins - State Farm Agent, you will effectively promote financial solutions that address everyday risks. Your expertise in financial products will enhance your consultative approach, allowing you to guide clients through their financial choices. Your analytical skills will position you...
-
Financial Services Consultant
2 weeks ago
Madison, Alabama, United States Brian Wiggins - State Farm Agent Full timeJob OverviewPOSITION SUMMARY:As a Financial Services Consultant at Brian Wiggins - State Farm Agent, you will play a crucial role in promoting financial solutions that address everyday uncertainties. Your expertise in financial products will enhance your consultative approach, allowing you to effectively guide clients through their financial choices. Your...
-
Financial Consultant-Wealth Management
3 weeks ago
Madison, United States The Ladders Full timeOverview The purpose of this job is to generate revenue through the marketing of investment products to institutional and retail customers in an effort to satisfy customer goals and objectives. ResponsibilitiesAssesses clients' financial situation by gathering information regarding investments, asset allocation, savings, tax planning, retirement planning,...