VP, Financial Consultant

4 months ago

Honolulu, 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 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 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




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

    4 months ago

    honolulu, 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...

  • Strategic Financial Consultant

    4 weeks ago

    Honolulu, Hawaii, United States Sagient Full time

    Sagient is seeking a highly skilled and dynamic individual to join our team in the Honolulu area as a Strategic Financial Consultant. This is an exceptional opportunity to build lasting relationships with clients, providing comprehensive financial guidance and empowering them to achieve their long-term goals.Key ResponsibilitiesThe successful candidate will...

  • Financial Freedom Consultant

    1 month ago

    Honolulu, Hawaii, United States WORLD SYSTEM BUILDER Full time

    We are seeking a highly motivated and self-disciplined Financial Freedom Consultant to join our team at WORLD SYSTEM BUILDER. As a consultant, you will play a critical role in helping families achieve financial independence through personalized guidance and support.Our ideal candidate is a working professional with a steady income, who is eager to learn and...

  • Financial Solutions Consultant

    2 weeks ago

    Honolulu, Hawaii, United States Disability Solutions Full time

    About the RoleWe are seeking a highly motivated and experienced Financial Solutions Consultant to join our team at Disability Solutions. As a Merrill Financial Solutions Advisor, you will play a critical role in helping clients achieve their financial goals by providing tailored investment advice and solutions.Job DescriptionThe successful candidate will...

  • VP, Financial Consultant- Honolulu, HI

    4 weeks ago

    Honolulu, HI, United States Charles Schwab Full time

    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...

  • VP of Finance

    3 weeks ago

    Honolulu, United States Sysco Full time

    Job SummaryThis is an executive Finance position responsible for directing and coordinating activities of department, region, administrative division, or specific function of the financial institution by performing the following duties personally or through subordinate supervisors. Interaction with other departments within the organization and coordinating...

  • VP of Finance

    3 weeks ago

    Honolulu, United States Sysco Full time

    Job SummaryThis is an executive Finance position responsible for directing and coordinating activities of department, region, administrative division, or specific function of the financial institution by performing the following duties personally or through subordinate supervisors. Interaction with other departments within the organization and coordinating...

  • Region VP, Finance

    2 weeks ago

    HONOLULU, United States US0424 Sysco Hawaii Full time

    Job Summary:This is an executive Finance position responsible for directing and coordinating activities of department, region, administrative division, or specific function of the financial institution by performing the following duties personally or through subordinate supervisors. Interaction with other departments within the organization and coordinating...

  • Region VP, Finance

    2 weeks ago

    HONOLULU, United States US0424 Sysco Hawaii Full time

    Job Summary:This is an executive Finance position responsible for directing and coordinating activities of department, region, administrative division, or specific function of the financial institution by performing the following duties personally or through subordinate supervisors. Interaction with other departments within the organization and coordinating...

  • Region VP, Finance

    2 weeks ago

    Honolulu, United States US0424 Sysco Hawaii Full time

    Job Summary:This is an executive Finance position responsible for directing and coordinating activities of department, region, administrative division, or specific function of the financial institution by performing the following duties personally or through subordinate supervisors. Interaction with other departments within the organization and coordinating...

  • Region VP, Finance

    2 weeks ago

    HONOLULU, United States US0424 Sysco Hawaii Full time

    Job Summary:This is an executive Finance position responsible for directing and coordinating activities of department, region, administrative division, or specific function of the financial institution by performing the following duties personally or through subordinate supervisors. Interaction with other departments within the organization and coordinating...

  • Region VP, Finance

    3 weeks ago

    Honolulu, United States US0424 Sysco Hawaii Full time

    Job Summary: This is an executive Finance position responsible for directing and coordinating activities of department, region, administrative division, or specific function of the financial institution by performing the following duties personally or through subordinate supervisors. Interaction with other departments within the organization and...

  • Region VP, Finance

    4 weeks ago

    Honolulu, United States Sysco Northeast Rdc Full time

    Job Summary:This is an executive Finance position responsible for directing and coordinating activities of department, region, administrative division, or specific function of the financial institution by performing the following duties personally or through subordinate supervisors. Interaction with other departments within the organization and coordinating...

  • Comprehensive Financial Consultant

    1 week ago

    Honolulu, Hawaii, United States Sagient Full time

    **Join Sagient as a Financial Advisor and Shape Tomorrow's Wealth**We're seeking a skilled financial advisor to join our team in the Honolulu area. As a key member, you'll have the opportunity to engage deeply with clients, offering holistic advice across insurance, investment management, and financial planning domains. With a strong focus on...

  • Financial Planning Consultant

    7 days ago

    Honolulu, Hawaii, United States Central Pacific Bank Full time

    Company OverviewCentral Pacific Bank is a leading financial institution in Hawaii, dedicated to providing exceptional service and solutions to our customers.

  • Associate VP Operational Risk Management

    4 weeks ago

    Honolulu, United States CLevelCrossing Full time

    Associate VP Operational Risk Management - Group & Military SegmentPosted onAug 06, 2021Apply for this jobyour email:upload resume:ProfileDescriptionAs a company whose primary focus is on the well-being of its members, Humana is dedicated to shifting perceptions of the health insurance industry. We believe our role goes beyond that of a payer to that of a...

  • Financial Project Coordinator

    2 weeks ago

    Honolulu, Hawaii, United States Eliassen Group Full time

    About the Company:Eliassen Group is a leading strategic consulting company for human-powered solutions. We have helped thousands of companies reach further and achieve more with their technology solutions, financial, risk & compliance, and advisory solutions, and clinical solutions.About the Job:We are looking for a highly skilled Business Analyst to join...

  • Business Development Manager

    7 days ago

    Honolulu, Hawaii, United States Hawaiian Telcom Full time

    Job Summary:We are seeking a highly motivated Business Development Manager to join our team at Hawaiian Telcom. As an Account Executive, you will be responsible for growing revenue from our customer base through strong relationships and consulting skills.The ideal candidate will have 6-7 years of experience in the IT industry, with a proven track record of...

  • Tax Consulting Director

    1 month ago

    Honolulu, Hawaii, United States The Saturn Group, LLC Full time

    About the Opportunity:We are seeking an experienced Tax Consulting Manager to join The Saturn Group, LLC in Honolulu, Hawaii. This leadership role bridges partners, clients, and internal teams, focusing on client service, risk management, employee development, and business growth.Key Responsibilities:Client Management: Oversee a diverse portfolio of clients...

  • Senior Financial Manager

    1 week ago

    Honolulu, Hawaii, United States Alakai Services and Poe'hana Group, Inc. Full time

    Job Title: Senior Financial ManagerAbout the Role:Alakai Services and Poe'hana Group, Inc. is seeking a highly experienced Senior Financial Manager to oversee all accounting functions for contracting, ensuring accurate and timely financial reporting, and implementing procedures to enhance efficiency with contracts.About You:We are looking for an exceptional...