VP, Financial Consultant

2 weeks ago

Paramus, 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.
  • 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

  • Financial Services Consultant

    2 weeks ago

    Paramus, New Jersey, United States Fletcher Financial Group Full time

    Position OverviewWe are seeking enthusiastic individuals who are interested in establishing a career in the financial services sector, starting on a flexible part-time basis. Our organization provides comprehensive support for obtaining necessary licenses and offers extensive training programs. There are no sales targets imposed, allowing you to operate at...

  • VP, Financial Consultant

    6 days ago

    paramus, United States Charles Schwab Full time

    Position Type: RegularYour 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...

  • Financial Consultant

    2 days ago

    Paramus, New Jersey, United States Fidelity Investments Full time

    About the RoleWe are seeking a highly skilled and experienced Financial Consultant to join our team at Fidelity Investments. As a Financial Consultant, you will play a critical role in helping our clients achieve their financial goals and objectives.Key ResponsibilitiesClient Relationship Management: Build and maintain strong relationships with our clients,...

  • Investment Consultant

    19 hours ago

    Paramus, New Jersey, United States Charles Schwab Full time

    About the RoleAs a Financial Consultant at Charles Schwab, you will have the opportunity to learn and grow within our Branch Network at the ground floor. This role provides the exposure and experience required to advance in the challenging space of financial consulting.Key ResponsibilitiesBuild a book of business through proactive, outbound calls to existing...

  • Senior Financial Analyst

    2 weeks ago

    Paramus, United States Veolia North America Full time

    Company DescriptionAbout Veolia North AmericaA subsidiary of Veolia Group, Veolia North America (VNA) offers a full spectrum of water, waste and energy management services, including water, and wastewater treatment, commercial and hazardous waste collection and disposal, energy consulting and resource recovery. VNA helps commercial, industrial, healthcare,...

  • Senior Financial Analyst

    1 week ago

    Paramus, United States Veolia Environnement SA Full time

    Company DescriptionAbout Veolia North America A subsidiary of Veolia Group, Veolia North America (VNA) offers a full spectrum of water, waste and energy management services, including water, and wastewater treatment, commercial and hazardous waste collection and disposal, energy consulting and resource recovery. VNA helps commercial, industrial, healthcare,...

  • Senior Financial Analyst

    7 days ago

    Paramus, United States Veolia Full time

    Job DescriptionJob DescriptionCompany DescriptionAbout Veolia North AmericaA subsidiary of Veolia Group, Veolia North America (VNA) offers a full spectrum of water, waste and energy management services, including water, and wastewater treatment, commercial and hazardous waste collection and disposal, energy consulting and resource recovery. VNA helps...

  • Investment Consultant

    4 days ago

    Paramus, New Jersey, United States Fidelity TalentSource LLC Full time

    About the RoleFidelity TalentSource LLC is seeking a highly skilled and motivated Investment Consultant to join our team. As an Investment Consultant, you will play a critical role in helping our clients achieve their financial goals by providing expert investment advice and guidance.Key ResponsibilitiesDevelop and implement customized financial plans for...

  • Investment Consultant

    4 days ago

    Paramus, New Jersey, United States Charles Schwab Full time

    About the RoleAs a Financial Services Professional at Charles Schwab, you will have the opportunity to learn and grow within our Branch Network at the ground floor. This role provides the exposure and experience required to advance in this challenging space.You will learn what it takes to build a book of business through proactive, outbound calls to existing...

  • Financial Modeling Expert

    4 days ago

    Paramus, New Jersey, United States Veolia Full time

    Job DescriptionAbout Veolia North AmericaVeolia North America is a leading provider of water, waste, and energy management services. Our company offers a comprehensive range of solutions to commercial, industrial, healthcare, higher education, and municipality customers across North America.Our MissionWe help our customers achieve their sustainability goals...

  • Investment Consultant

    7 days ago

    Paramus, United States Charles Schwab Full time

    Position Type: RegularYour 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...

  • Investment Consultant

    7 days ago

    paramus, United States Charles Schwab Full time

    Position Type: RegularYour 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...

  • Investment Consultant

    5 days ago

    Paramus, New Jersey, United States Charles Schwab Full time

    About the RoleAs a Financial Services Professional at Charles Schwab, you will have the opportunity to learn and grow within our Branch Network at the ground floor. This role provides the exposure and experience required to advance in this challenging space.You will learn what it takes to build a book of business through proactive, outbound calls to existing...

  • Vice President of Financial Advisory

    2 weeks ago

    Paramus, New Jersey, United States CFA Institute Full time

    Position Type:Regular Opportunity at CFA InstituteBecome a vital part of a thriving organization where innovative thinking and analytical skills are appreciated. Our financial advisory team is essential in guiding clients towards achieving their financial aspirations, and we are in search of a committed Financial Consultant to enhance our...

  • Salesforce Developer

    4 weeks ago

    Paramus, New Jersey, United States Longbridge Financial Full time

    Company DescriptionLongbridge Financial, LLC (LBF) is an innovative company committed to responsibly helping senior homeowners reshape their financial future to improve their retirement. Our mission is to be consistently fair, transparent, and professional at all times with our employees, customers, and partners.Recognized as an Industry Changemaker,...

  • Financial Services Professional

    5 days ago

    Paramus, New Jersey, United States Charles Schwab Full time

    About the RoleAs a Financial Services Professional at Charles Schwab, you will have the opportunity to learn and grow within our Branch Network at the ground floor. This role provides the exposure and experience required to advance in this challenging space.You will learn what it takes to build a book of business through proactive, outbound calls to existing...

  • Financial Analyst

    3 weeks ago

    Paramus, United States Veolia Full time

    Job DescriptionJob DescriptionCompany DescriptionAbout Veolia North AmericaA subsidiary of Veolia Group, Veolia North America (VNA) offers a full spectrum of water, waste and energy management services, including water, and wastewater treatment, commercial and hazardous waste collection and disposal, energy consulting and resource recovery. VNA helps...

  • Financial Analyst

    1 month ago

    Paramus, United States Veolia Full time

    Job DescriptionJob DescriptionCompany DescriptionAbout Veolia North AmericaA subsidiary of Veolia Group, Veolia North America (VNA) offers a full spectrum of water, waste and energy management services, including water, and wastewater treatment, commercial and hazardous waste collection and disposal, energy consulting and resource recovery. VNA helps...

  • Financial Analyst

    2 weeks ago

    Paramus, United States Veolia Full time

    Job DescriptionJob DescriptionCompany DescriptionAbout Veolia North AmericaA subsidiary of Veolia Group, Veolia North America (VNA) offers a full spectrum of water, waste and energy management services, including water, and wastewater treatment, commercial and hazardous waste collection and disposal, energy consulting and resource recovery. VNA helps...

  • Financial Representative

    4 weeks ago

    Paramus, United States Fidelity Investments Full time

    Job Description: Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is...