VP, Financial Consultant
3 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 In addition to the salary range, this role is also eligible for bonus or incentive opportunities. 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
-
VP, Financial Consultant
2 weeks ago
East Chicago, 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 tohelping clients own their financial...
-
Lighting Sales Associate
1 month ago
East Amherst, United States VP Supply Corp Full timeJob DescriptionJob DescriptionDescription:VP Supply Corp is one of the nation’s largest distributors of plumbing, HVAC, and electrical supplies. We have over 350 employees with 16 locations across Western New York and Pennsylvania. For over 50 years, we have proudly served residential customers as well as contractors and municipalities across a variety of...
-
Electrical Inside Sales Associate
6 days ago
East Syracuse, United States VP Supply Corp Full timeJob DescriptionJob DescriptionDescription:VP Supply Corp is one of the nation’s largest distributors of plumbing, HVAC, and electrical supplies. We have over 350 employees with 15 locations across Western New York and Pennsylvania. For over 50 years, we have proudly served residential customers as well as contractors and municipalities across a variety of...
-
Counter Sales Associate
7 days ago
East Syracuse, United States VP Supply Corp Full timeJob DescriptionJob DescriptionDescription:VP Supply Corp is one of the nation's largest distributor of plumbing, HVAC, and electrical supplies. We have over 350 employees with 15 locations across Western New York and Pennsylvania. For over 50 years, we have proudly served residential customers as well as contractors and municipalities across a variety of...
-
Financial Analyst, Consultant
1 week ago
East Long Beach, United States Blue Shield of California Full timeYour Role The Blue Shield of California Finance team is responsible for providing Line of Business consolidation, reporting, and analysis support for the Growth Finance team. The Financial Analyst, Consultant will report to the Markets Planning and Analysis Finance Manager. In this role, you will work closely and collaborate with other stakeholders...
-
Sales Business Development
6 days ago
Red Bank, United States Throtle Full timeJob DescriptionJob DescriptionBenefits:401(k) matchingCompany partiesCompetitive salaryDental insuranceHealth insurancePaid time offParental leave VP of Business Development (Fully Remote)The VP of Business Development will be responsible for developing and executing business development strategies to drive revenue growth, expand market presence, and build...
-
Sales Business Development
20 hours ago
Red Bank, United States Throtle Full timeJob DescriptionJob DescriptionBenefits:401(k) matchingCompany partiesCompetitive salaryDental insuranceHealth insurancePaid time offParental leave VP of Business Development (Fully Remote)The VP of Business Development will be responsible for developing and executing business development strategies to drive revenue growth, expand market presence, and build...
-
Director of Budget and Financial Planning
3 weeks ago
East Orange, United States Seton Hall University Full timeDirector of Budget and Financial Planning Job no: 496313 Full time/Part time: Full-time Location: South Orange Categories: Administrator The Director for Budget & Financial Planning leads the Budget Office team responsible for the development and administration of all aspects of the University's annual budget and multi-year financial plan. Key...
-
VP of Sales Window Treatments
2 weeks ago
Red Bank, United States Window Treats Inc Full time $110,000 - $140,000We are looking for a Chief Revenue Officer to oversee company-wide revenue generation and develop an integrated approach across marketing and sales to create the best customer experience, aligning with our vision to Make People Happy Where They Live and work.You'll be responsible for revenue performance and for customer retention, customer growth, and new...
-
Analyst, Financial Planning
5 days ago
East Windsor, United States Thermo Systems LLC Full time**Who We Are**: Thermo Systems is a $100 million-dollar global, full-service control systems integration partner, providing world-class automation solutions within the District Energy, Life Sciences, Mission Critical, and Power Generation markets. From our growing number of office locations, Thermo Systems designs and deploys automation projects throughout...
-
Engagement Director
7 days ago
East Canton, United States CliftonLarsonAllen Full timeCLA Accounting Consultant (Engagement Director) CLA is a top 10 national professional services firm where our purpose is to create opportunities every day, for our clients, our people, and our communities through industry-focused wealth advisory, digital, audit, tax, consulting, and outsourcing services. Even with more than 8,500 people, 130 U.S. locations,...
-
Senior Project Manager
7 days ago
Red Bank, United States OceanFirst Financial Corp. Full timeAt OceanFirst Bank, each one of our employees plays an important role in fulfilling the mission and taking responsibility to execute daily tasks in alignment with our core values. Together we foster an environment of respect, professionalism and diversity that makes OceanFirst a great place to work and do business. Great benefits include: on-site fitness...
-
Mortgage Retail Sales Consultant
2 weeks ago
Red Bank, United States Wells Fargo Full time**About this role**: Wells Fargo is seeking a... **In this role, you will**: - Participate in soliciting residential mortgages from various sources - Produce high quality loans which are compliant and provide excellent customer service - Build relationships with realtors, builders, financial professionals, bank stores, past customers, and other...
-
Sr Solution Consultant
3 weeks ago
East Brunswick, United States ACI Worldwide Full timeJob DescriptionJob Summary: The Sr. Solution Consultant plays a key role in augmenting sales opportunities through understanding and addressing customer's key challenges, and leveraging ACI solutions and technology. This role ensures that our customers and prospects maximize their long term relationship with ACI, and is critical in conveying the needs and...
-
Associate Pricing Consultant- Remote
1 week ago
East Montpelier, United States Sharecare Full timeJob Description: Job Summary: The Pricing Consultant will focus primarily on modeling and developing financial proposals for prospective and current employer and health plan clients seeking Sharecare’s Population Health services. This role entails collaboration with Sales, Account Management, Proposal Coordinators, Operations, Product Marketing, and other...
-
East Liverpool, United States Renee Knepper - State Farm Agent Full timeJob DescriptionJob DescriptionBenefits:Bonus based on performanceCompetitive salaryPaid time offSigning bonusTraining & developmentROLE DESCRIPTION:As a financial service Representative with Knepper Ins. Agency Inc., you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your...
-
Medicaid Eligibility Specialist | KA Consulting
2 weeks ago
East Windsor Twp, United States CBIZ Full timeWith over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level. CBIZ has been honored to be the...
-
Director Organizer Operations
6 days ago
Red Bank, United States Freeman Full timeFREEMAN Director Organizer Operations Red Bank , New Jersey Apply Now Freeman is a global leader in events, on a mission to redefine live for a new era. With a data-driven approach and the industry’s largest network of experts, Freeman’s insights shape exhibitions, exhibits, and events that drive audiences to action. The integrated full-service solutions...
-
VP, RCM Operations
3 weeks ago
East Haven, United States GeBBS Healthcare Solutions Full time**MUST GO IN TO EAST HAVEN OFFICE DAILY**POSITION SUMMARY Responsible for managing all tasks related to the Billing, Follow-up and Collections functions for GeBBS/CPa Medical Billing.ESSENTIAL FUNCTIONS & RESPONSBILITIESResponsible for managing the day-to-day operations of the CPa business. Assesses and implements improved processes and collaborates with the...
-
VP, RCM Operations
4 weeks ago
East Haven, United States GeBBS Healthcare Solutions Full time**MUST GO IN TO EAST HAVEN OFFICE DAILY**POSITION SUMMARY Responsible for managing all tasks related to the Billing, Follow-up and Collections functions for GeBBS/CPa Medical Billing.ESSENTIAL FUNCTIONS & RESPONSBILITIESResponsible for managing the day-to-day operations of the CPa business. Assesses and implements improved processes and collaborates with the...