VP, Financial Consultant
3 months 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 tohelping clients own their financial futures. In this exciting role, you'll give clients financial guidance while forming lasting relationshipsbuilt on trust, respect, and reaching a common goal. You'll also havethe ability to take 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 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.
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 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
5 months ago
Birmingham, United States The Charles Schwab Corporation Full timeAt 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 Financial Consultant, Financial Planning, Consultant, Financial, Client Relations, Banking, Management
-
VP, Financial Consultant
3 weeks ago
Birmingham, 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 to helping clients own their financial...
-
VP, Financial Consultant
3 months ago
Birmingham, 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 to helping clients own their financial...
-
VP, Financial Consultant
3 weeks ago
Birmingham, United States Charles Schwab Full timeYour 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...
-
Financial Consultant
3 months ago
Birmingham, United States South State Full timeAs a leading regional bank, SouthState has been providing financial solutions to individuals, families, and businesses in the Southeast for more than 100 years. SouthState team members strive to create remarkable experiences while building meaningful and lasting relationships. We are proud to be a reflection of the communities we serve, and our team members...
-
Financial Consultant
2 months ago
Birmingham, United States StoneX Group Full timeOverview: Connecting clients to markets and talent to opportunity With 4,300 employees and over 400,000 retail and institutional clients from more than 80 offices spread across five continents, were a Fortune-100, Nasdaq-listed provider, connecting clients to the global markets focusing on innovation, human connection, and providing world-class products and...
-
Associate Financial Consultant
1 month ago
Birmingham, Alabama, United States Regions Bank Full timeThank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed,...
-
Senior Financial Consultant
2 weeks ago
Birmingham, Alabama, United States Regions Bank Full timeThank you for considering a career with Regions Bank. At Regions, we are committed to providing our associates with more than just a job; we offer a platform for career growth and development. If you are results-oriented, dedicated to excellence, and possess the ambition to thrive, we invite you to explore opportunities with us. Position Overview: As a...
-
Financial Investigations Consultant
2 weeks ago
Birmingham, Alabama, United States J.S. Held Full timeBecome a Part of J.S. HeldAt J.S. Held, we pride ourselves on being a leading consulting firm offering a wide range of services to clients around the world. We are seeking a committed individual to enhance our Economic Damages & Valuations division.Position OverviewThe chosen candidate will undertake responsibilities that include performing financial...
-
VP of Client Relations
3 weeks ago
Birmingham, United States Steadmont Advisors Full timeAbout the JobSteadmont Advisors, an independent wealth management firm in Birmingham, AL, is seeking an organized, reliable, motivated professional with superior attention to detail to fulfill the role of VP Client Relations. The VP of Client Relations will work within a dynamic entrepreneurial environment to deliver seamless and integrated results for our...
-
Senior Financial Consultant at Merrill
2 weeks ago
Birmingham, Alabama, United States Bank of America Full timePosition Overview:The Senior Financial Consultant role at Merrill offers an exceptional opportunity to join a premier wealth management firm dedicated to delivering comprehensive financial solutions to individuals and institutions.About Merrill Wealth Management:Merrill Wealth Management stands as a leader in providing extensive wealth management and...
-
Lead Financial Solutions Consultant
2 weeks ago
Birmingham, Alabama, United States Workday Full timeYour workdays will be fulfilling here.At Workday, our journey began with a pivotal conversation over breakfast. Our founders envisioned a transformation in the enterprise software landscape during a casual meeting at a California diner. As we grew, our distinct culture emerged, rooted in the principle of prioritizing our people. The happiness, growth, and...
-
Corporate Financial Consultant
7 days ago
Birmingham, Alabama, United States UAB Full timeSenior Financial Analyst - Financial OversightCompany Overview: UAB Medicine stands as Alabama's premier single-site employer, dedicated to fostering education and advancing medical research. Our organization is committed to providing a wealth of benefits and resources, cultivating a supportive and inclusive environment where employees can thrive and develop...
-
Patient Financial Consultant
2 weeks ago
Birmingham, Alabama, United States Guidehouse Full timeJob Family: Admitting RepresentativeTravel Required: NoneClearance Required: NoneKey Responsibilities:Assist patients in understanding their insurance benefits, including co-pays, deductibles, out-of-pocket expenses, and covered services.Act as a liaison between patients and the Medical Centers, as well as billing departments.Evaluate patients for potential...
-
Financial Consultant
1 day ago
Birmingham, Michigan, 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 ResponsibilitiesProcure and manage existing Schwab clients, providing them with...
-
Financial Services Consultant
4 days ago
Birmingham, Alabama, United States Advisor Group Full timeAbout the RoleWe are seeking a highly skilled and experienced Insurance Sales and Operations Specialist to join our team within Advisor Group. This is a unique opportunity to work with a leading insurance brokerage firm and contribute to the growth and success of our business.Key ResponsibilitiesProspect and develop relationships with financial advisors and...
-
Birmingham, Alabama, United States Osaic Full timePosition Overview:We are looking for a Senior Insurance Consultant to join our dynamic team at Osaic Financial Services. This role is integral to our operations, focusing on the distribution of life, long-term care, disability, and annuity products to a variety of financial institutions and independent agents.Location:Remote and flexible work options...
-
IS Functional Consultant – Financial Systems
2 weeks ago
Birmingham, United States Altec Industries , Inc. Full timeWhy Join Altec? If you're considering a career with Altec, there's never been a better time to join us! Our company was founded on values that place the customer first and prioritize our people as our greatest strength. Over the years, those values and our talented associates have helped us to earn the trust and confidence of customers worldwide. Today,...
-
VP of Operations
2 months ago
Birmingham, United States Storyteller Overland Full timeJob DescriptionJob DescriptionSalary: Starting @ 150k + Profit-Sharing Bonus + RewardsOur History: The Storyteller Overland vibe started out as a drawing on a restaurant napkin in 2017 illustrating a desire to help people live more adventurous lives. Back then, very few had ever heard of an adventure van, and some at the restaurant table with CEO Jeffrey...
-
Senior Risk Program Execution Consultant
2 weeks ago
Birmingham, Alabama, United States Truist Financial Corporation Full timePosition Overview:This role is pivotal within the Governance and Controls Office (GCO), focusing on the execution and support of diverse risk management initiatives. Key responsibilities include overseeing the risk control self-assessment (RCSA), managing business and regulatory changes, and addressing various risk types such as operational, model, data, and...