VP, Financial Consultant
1 month ago
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 beprocured 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 acquiringFINRA 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.
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 weeks ago
Oklahoma City, United States CFA Institute 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 futures. In this...
-
Agricultural Financial Services Consultant
1 week ago
Kansas City, Kansas, United States FCS Financial Full timePosition Overview:At FCS Financial, a key player in the nationwide Farm Credit System, we are seeking an Agricultural Financial Services Consultant to enhance our Customer Service Team. FCS Financial stands as a prominent member of the largest agricultural lending cooperative in the United States. Ideal Candidate:We are in search of a personable, assured,...
-
Oklahoma City Financial Consultant
1 week ago
Oklahoma City, Oklahoma, United States Voya Financial Advisors Inc Full timeJoin Voya Financial Advisors, Inc. as a Financial ConsultantVoya Financial Advisors, Inc., a prominent independent broker-dealer specializing in defined contribution and defined benefit services, is actively looking for a Financial Consultant to enhance our team in the Oklahoma City region. This role focuses on developing and maintaining relationships with...
-
Financial Services Consultant
2 weeks ago
Jersey City, New Jersey, United States Citizens Financial Group, Inc. Full timeBecome a Part of Citizens Financial Group, Inc.Position Overview:At Citizens Financial Group, we are dedicated to delivering customized financial guidance, unique experiences, and innovative strategies to empower our clients in managing their evolving financial situations. As a Wealth Management Advisor, you will work alongside colleagues from various...
-
Financial Consultant
2 weeks ago
Missouri City, Texas, United States Increase Financial Full timePosition OverviewAre you a seasoned financial expert feeling overlooked in your current position?Are you in search of a role that offers enhanced earning possibilities and increased independence?Do you aspire to improve your lifestyle by taking charge of your professional path?At Increase Financial LLC, we appreciate the wisdom and expertise you contribute....
-
VP, Financial Reporting and Analytics Leader
3 days ago
Long Island City, United States Hispanic Technology Executive Council Full timeJob SummaryThe Hispanic Technology Executive Council is seeking a highly skilled and experienced VP, Financial Reporting and Analytics Leader to join our team. As a key member of our organization, you will be responsible for driving financial reporting and analytics activities across various business units.Key ResponsibilitiesLead and support the development...
-
Senior Legal Sales Consultant
2 weeks ago
Texas, United States Securian Financial Group Full timeSenior Legal Sales Consultant at Securian Financial GroupAre you a driven and collaborative professional with a strong background in consulting, training, and advising on complex estate and tax planning cases? If you possess legal or tax expertise and seek a distinctive role in a dynamic environment, this opportunity may be for you.Key...
-
VP, Financial Consultant
2 months ago
New York City, 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 futures. In this...
-
VP, Clinical Consulting
1 month ago
Oklahoma City, Oklahoma, United States Norstella Full timeVP, Clinical ConsultingCompany: NorstellaLocation: Remote, United StatesDate Posted: Aug 9, 2024Employment Type: Full TimeJob ID: R-432DescriptionWhy Norstella? Norstella unites market-leading companies that all have a shared goal of improving patient access. Each organization (Evaluate, MMIT, Panalgo, The Dedham Group and Citeline) delivers must-have...
-
VP, Clinical Consulting
1 month ago
Oklahoma City, United States Norstella Full timeVP, Clinical Consulting Company: Norstella Location: Remote, United States Date Posted: Aug 9, 2024 Employment Type: Full Time Job ID: R-432 Description Why Norstella? Norstella unites market-leading companies that all have a shared goal of improving patient access. Each organization (Evaluate, MMIT, Panalgo, The Dedham Group and...
-
Vice President of Financial Operations
2 weeks ago
Huntsville, Texas, United States Community Hospital Corporation Full timePosition Overview:The Vice President of Financial Operations will collaborate closely with the Hospital CEO and the District Board of Directors to ensure effective financial management and strategic oversight.Key Responsibilities:The VP will lead the financial planning and operational strategies for the organization, ensuring alignment with the hospital's...
-
Senior Legal Sales Consultant
1 week ago
Texas, United States Securian Financial Group Full timeSenior Legal Sales Consultant at Securian Financial GroupAre you a dedicated and collaborative professional with a strong background in consulting, training, and advising on complex estate and tax planning cases? If you possess legal or tax expertise and seek a distinctive role in a dynamic environment, this opportunity may be for you.Key...
-
Senior Legal Sales Consultant
1 week ago
Texas, United States Securian Financial Group Full timeSenior Legal Sales Consultant at Securian Financial GroupAre you a motivated and collaborative professional with a strong background in consulting, training, and advising on complex estate and tax planning cases? If you possess legal or tax expertise and seek a distinctive role in a dynamic environment, this opportunity may be for you.Key...
-
Senior Financial Consultant
1 week ago
Dallas, Texas, United States Stream Realty Full timePOSITION SUMMARYStream Realty Partners, L.P. is in search of a Senior Financial Consultant to support various functions within Stream's Development Services division. The Development Services division offers a comprehensive range of development-related solutions, from site selection to asset disposition, catering to both clients and Stream-owned projects....
-
Financial Consultant
3 days ago
Alexander City, United States augmentjobs Full timeJob Description: As a Financial Consultant you will work closely with clients to understand their financial needs goals and aspirations. You will provide expert advice on investment strategies retirement planning risk management and other financial matters to help clients make informed decisions. You will also be responsible for building and maintaining...
-
VP, Financial Consultant
1 week ago
Oklahoma City, 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...
-
VP, Financial Associate
2 months ago
New York City, United States Marsh & McLennan Companies, Inc. Full timeCompany: Guy Carpenter Description: Guy Carpenter's Rating Advisory Team consists of experienced professionals who help effectively and efficiently manage our clients' rating agency relationship. Our Rating Advisory experts work in collaboration with the rest of the client's Guy Carpenter team to provide best-in-class solutions that help achieve their...
-
Texas, United States Certinia Full timePosition OverviewWe are seeking a driven Implementation Consultant with a strong background in Software Deployment for Financial and Accounting systems. In this position, you will oversee the deployment and training of the Certinia FFA application and its associated tools in various client settings, which may involve travel across regions.Key...
-
Experienced Financial Analyst
2 weeks ago
Garden City, Michigan, United States Creative Financial Staffing Full timeNon-Profit Sector - Senior Financial ConsultantAbout the Organization:Creative Financial Staffing is collaborating with a well-established non-profit organization seeking a Senior Financial Consultant to enhance their dedicated team and report directly to the Controller.This agency has a rich history of over 50 years, focusing on providing support to...
-
Financial Consultant
2 days ago
Kansas City, Missouri, United States Charles Schwab Full timeAbout the RoleAs a Financial Consultant at Charles Schwab, you will be responsible for providing financial guidance and wealth management advice to existing clients, helping them achieve their financial goals. This role requires a strong understanding of financial markets, investment products, and client communication strategies.Key ResponsibilitiesBuild and...