VP, Financial Consultant Richmond, VA

2 weeks ago


Hanover, United States Charles Schwab Full time
Position Type: Regular
Your 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 tohelping clients own their financial futures. In this exciting role, youllgive clients financial guidance while forming lasting relationshipsbuilt on trust, respect, and reaching a common goal. Youll 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, 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 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 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.

Whats in it for you:

At Schwab, were committed to empowering our employees personal and professional success. Our flexible work options, 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:

  • 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.

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

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
Required Preferred Job Industries
  • Other

  • Personal Care Aide

    3 days ago


    Hanover, United States Interim HealthCare - Richmond, VA Full time

    Job DescriptionJob DescriptionPersonal Care Aide (PCA)/CaregiverHanover County VADesign your career around your life! The beauty of being a PCA for Interim HealthCare® is the flexibility and work-life balance it offers. Whether you’re caring for your family, pursuing an education or looking to supplement your income, this caregiving role puts you in...


  • Hanover, United States Elevance Health Full time

    Elevance Health Financial Consultant Lead/Manager HANOVER , Maryland Apply Now Elevance Health supports a hybrid workplace model (virtual and in-office) with PulsePoint sites used for collaboration, community, and connection. This position will take part in the hybrid workforce strategy which includes virtual work and in office days 1-2 times per week. The...


  • Hanover, United States VA Dept of Transportation Full time

    **Title**: Construction Inspector Apprentice **State Role Title**: Engineering Technician I **Hiring Range**: $50,256 - $53,397 **Pay Band**: 2 **Agency**: VA Dept of Transportation **Location**:Ashland Residency **Recruitment Type**: General Public - G **Job Duties** Are you driven by learning new things? Do you have a passion for ensuring things...

  • Advanced Practice

    2 weeks ago


    Hanover, United States Archway Physician Recruitment Full time

    **Orthopedic Physician Assistant opening in Hanover, VA** 23 miles from Richmond, VA Full Time Virginia's largest provider of expert orthopedic and therapy care, is currently seeking a full-time, licensed Physician Assistant (PA) to join our team! Along with a collaborative, team-oriented work environment, our outstanding employment package includes:...


  • Hanover, United States Guidehouse Full time

    Job Family: Finance & Accounting Consulting Travel Required: None Clearance Required: Ability to Obtain Public Trust What You Will Do: Responsible for the design, development, implementation, and support of financial audits and review of financial guarantees, reviewing letters of credit, surety bonds, and escrow agreements Responsible for tracking...


  • HANOVER, United States Guidehouse Full time

    Job Family:Finance & Accounting ConsultingTravel Required:NoneClearance Required:Ability to Obtain Public TrustWhat You Will Do:Responsible for the design, development, implementation, and support of financial audits and review of financial guarantees, reviewing letters of credit, surety bonds, and escrow agreementsResponsible for tracking financial...


  • Hanover, United States Elevance Health Full time

    Cloud Security Advisor Location: This position will work a hybrid model (remote and office). An ideal candidate must live within 50 miles of one of our Elevance Health PulsePoint locations listed here: Atlanta, GA; Indianapolis, IN; Norfolk, VA; Richmond, VA; Houston, TX; Dallas, TX; Washington, DC; Tampa, FL or Hanover, MD. Come join a team where your...


  • Hanover, United States Watsco Full time

    Hiring for the following location(s): 7481 Coca Cola Dr, Ste 200, Hanover, Maryland 21076 2943 Oak Lake Blvd, Midlothian, Virginia 23112 9230 Gaither Road, Gaithersburg, Maryland 20877 7410 Merritt Park Drive, Manassas, Virginia 20109 2133 Smith Ave., Chesapeake, Virginia 23320 4615 Wedgewood Blvd, Frederick, Maryland 21703 2401 Dabney Road, Richmond,...


  • Hanover, United States Chesapeake Search Partners Full time

    CSP has partnered with a rapidly growing construction company that will nearly double in year over year revenue growth between 2023 and 2024. This growth has resulted in their need to hire a strong Accounting professional to work directly under the CFO to help scall the organization. Directly reporting to the CFO, the VP Finance will be responsible for...


  • Hanover, United States Chesapeake Search Partners Full time

    CSP has partnered with a rapidly growing construction company that will nearly double in year over year revenue growth between 2023 and 2024. This growth has resulted in their need to hire a strong Accounting professional to work directly under the CFO to help scall the organization. Directly reporting to the CFO, the VP Finance will be responsible for...


  • Hanover, United States Chesapeake Search Partners Full time

    CSP has partnered with a rapidly growing construction company that will nearly double in year over year revenue growth between 2023 and 2024. This growth has resulted in their need to hire a strong Accounting professional to work directly under the CFO to help scall the organization. Directly reporting to the CFO, the VP Finance will be responsible for...


  • Hanover, United States Chesapeake Search Partners Full time

    CSP has partnered with a rapidly growing construction company that will nearly double in year over year revenue growth between 2023 and 2024. This growth has resulted in their need to hire a strong Accounting professional to work directly under the CFO to help scall the organization. Directly reporting to the CFO, the VP Finance will be responsible for...


  • Hanover, United States Johns Hopkins Medicine Full time

    Johns Hopkins Health Plans (JHHP) is the managed care and health services business of Johns Hopkins Medicine. JHHP is a $3.2B business serving nearly 500,000 members with lines of business in Medicaid, Medicare, commercial, military health, health solutions, and venture investments. JHHP is a leader in provider-sponsored health plans—backed by the clinical...


  • Hanover, United States A3 Consulting LLC Full time

    NAESOC BUSINESS ANALYSTQuantico, VA- Hybrid A3 Consulting, LLC is seeking a Business Analyst to conduct open-source research supporting the NAESOC. This person will lead a team of Analysts in preparing business assessments. In this job, you will: • Produce business assessments and source packages related to FCL eligibility, foreign ownership, control,...


  • Hanover, United States ESAB Full time

    Job Description: We have an exciting opportunity to join a global leader with the most complete portfolio of welding and cutting products in the industry. For more than 100 years, our customers have looked to us to provide innovative workflow solutions to enhance their productivity. The ESAB Territory Sales Manager will have responsibility for driving sales...


  • Hanover, United States Johns Hopkins Health Plans Full time

    Job SummaryReporting to the VP & COO, the Exec Dir Sales & Marketing leads the organization’s marketing, communications, sales, and market development functions. The leader is responsible for sales and marketing functions, such as member recruitment, member retention marketing and outreach, brand awareness campaigns, advertising, sales, sales operations...


  • Hanover, United States Johns Hopkins Health Plans Full time

    Job SummaryReporting to the VP & COO, the Exec Dir Sales & Marketing leads the organization’s marketing, communications, sales, and market development functions. The leader is responsible for sales and marketing functions, such as member recruitment, member retention marketing and outreach, brand awareness campaigns, advertising, sales, sales operations...


  • Hanover, United States Johns Hopkins Health Plans Full time

    Job SummaryReporting to the VP & COO, the Exec Dir Sales & Marketing leads the organization’s marketing, communications, sales, and market development functions. The leader is responsible for sales and marketing functions, such as member recruitment, member retention marketing and outreach, brand awareness campaigns, advertising, sales, sales operations...


  • Hanover, United States Allegis Group Full time

    Overview: Job Summary: ACS seeks a Financial Systems Analyst to join our growing Oracle EPM Support Team. The new analyst will play a key role in bridging the gap between finance and technology, ensuring the accuracy of information derived from Allegis' financial reporting applications, and identifying process improvement opportunities. Success in this...


  • Hanover, United States Amentum Full time

    Amentum is a leading provider of enduring support for the essential missions of the U.S. government, its allied partners, and international organizations. With over 60 years of experience, Amentum supports the execution of complex and critical missions by providing engineering and technical services, operations support and national security solutions to...