Financial Consultant

3 days ago


Chester, Virginia, United States Charles Schwab Full time
Your Opportunity

At Charles Schwab, you'll have the chance to make a meaningful impact on your career and the lives of our clients. Our innovative approach to wealth management combines creative problem-solving with a passion for helping others achieve their financial goals.

About the Role

As a Financial Consultant at Schwab, you'll work closely with existing clients to provide personalized wealth management and financial planning advice. Over time, you'll grow your practice through client asset consolidation, networking, and referrals. If you have a securities license, enjoy working in a team environment, and share our commitment to client satisfaction, this role may be the perfect fit for you.

Key Responsibilities
  • Provide financial guidance and wealth management advice to clients
  • Build and maintain strong relationships with clients to deepen their trust and loyalty
  • Stay up-to-date on market trends and industry developments to deliver exceptional client service
  • Collaborate with Schwab specialists and other teams to leverage our expertise and resources
Requirements
  • Valid and active FINRA Series 7 license
  • Ability to obtain or acquire FINRA Series 66 (63/65) license and Life & Health Insurance license
  • Strong communication and interpersonal skills
  • Passion for delivering exceptional client service and building long-term relationships
Why Work for Us?

At Charles Schwab, we're committed to helping our employees achieve their full potential and make a lasting impact on our clients' lives. Our supportive culture, diverse career opportunities, and competitive benefits package make us an ideal place to grow your career and build a brighter future.



  • Chester, Virginia, United States Call Federal Credit Union Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Member Service Consultant Teller to join our team at Call Federal Credit Union. As a Member Service Consultant Teller, you will be responsible for providing exceptional service to our members, answering their questions, and helping them with their financial needs.Key ResponsibilitiesProvide...


  • Chester, Virginia, United States Mercy Full time

    About the RoleWe are seeking a highly skilled Senior Consultant Finance to join our team at Mercy. As a key member of our Finance department, you will be responsible for providing expert data analysis and business insights to support strategic decision-making across the organization.Key ResponsibilitiesDevelop and maintain complex financial models and data...


  • Chester, Virginia, United States Mercy Full time

    Job SummaryWe are seeking a highly skilled Senior Consultant Finance to join our team at Mercy. This role will be responsible for providing data and business analysis for all aspects of Mercy Supply Chain, from sourcing and contracting to supply utilization.Key ResponsibilitiesProvide data analysis and insights to support business decisionsDevelop and...


  • Chester, Virginia, United States Mercy Full time

    About the RoleWe are seeking a highly skilled Senior Consultant Finance to join our team at Mercy. As a key member of our Finance department, you will be responsible for providing expert-level data analysis and business insights to support strategic decision-making across the organization.Key ResponsibilitiesDevelop and maintain complex financial models and...


  • Chester, Virginia, United States The Zara Group Full time

    Position OverviewBE PART OF OUR DYNAMIC TEAMFor over 160 years, we have been dedicated to assisting clients in achieving their financial goals. We are currently seeking (2) exceptional individuals to join us in this mission. No prior financial experience is necessary, as we provide comprehensive training, coaching, and mentorship through our Wealth...


  • Chester, Virginia, United States RGA Reinsurance Company Full time

    Job OverviewRGA Reinsurance Company is seeking a highly skilled Director to lead our North America Asset-Intensive team. As a key member of our Global Financial Solutions team, you will be responsible for developing and executing strategies to drive growth and profitability in the asset-intensive business.Key ResponsibilitiesDevelop and implement strategies...


  • Chester, Virginia, United States The Old Point National Bank Full time

    Job Title: Wealth AdvisorAt The Old Point National Bank, we are seeking a highly skilled and motivated Wealth Advisor to join our team. As a Wealth Advisor, you will be responsible for providing exceptional client service and delivering tailored financial solutions to our high net worth clients.Key Responsibilities:Develop and implement comprehensive...


  • Chester, Virginia, United States Call Federal Credit Union Full time

    Job SummaryWe are seeking a highly skilled and customer-focused Member Service Consultant to join our team at Call Federal Credit Union. As a Member Service Consultant, you will play a critical role in providing exceptional service to our members, ensuring their financial needs are met, and fostering a positive and supportive environment.Key...


  • Chester, Virginia, United States Loyalty Automotive Group Full time

    Sales Consultant Opportunity at Loyalty Automotive GroupLoyalty Automotive Group is seeking enthusiastic individuals to become part of our team as Sales Consultants. We welcome candidates from diverse backgrounds, and no prior experience in automotive sales is required, as we offer comprehensive training to ensure your success in this position. If you have...


  • Chester, Virginia, United States Old Point Full time

    Job SummaryThe Wealth Advisor is a registered representative responsible for client acquisition, growth, and servicing by providing a balanced combination of professional investment management and personalized financial advice. This role shares the organization's commitment to understanding, caring for, and guiding financial decisions involving asset...


  • Chester, Virginia, United States Foundations for Living Full time

    Join Our Team of Dedicated Healthcare ProfessionalsWe are seeking a Licensed Psychologist with expertise and a passion in the area of Reproductive Mental Health to join our team at St. Louis Behavioral Medicine Institute (SLBMI). As a full-time employee, you will have the opportunity to work with a multidisciplinary team of 70+ colleagues who are committed...


  • Chester, Virginia, United States Reinsurance Group of America Full time

    Position OverviewRGA is seeking a skilled Actuary for Pension Risk Transfer Pricing to join our team. As a key member of our Global Financial Solutions business unit, you will play a critical role in performing pricing, modeling, risk analysis, and other activities related to specific new business development and transaction opportunities for the Pension...

  • Actuary Assistant

    2 weeks ago


    Chester, Virginia, United States Reinsurance Group of America Full time

    Job SummaryThe Assistant Actuary, Pension Risk Transfer Pricing position is responsible for performing pricing, modeling, risk analysis, and other activities related to specific new business development and transaction opportunities for the Pension Risk Transfer (PRT) business in Global Financial Solutions (GFS) business unit of Reinsurance Group of America....


  • Chester, Virginia, United States Reinsurance Group of America Full time

    Position OverviewReinsurance Group of America (RGA) is a leading global provider of reinsurance solutions. We are seeking a highly skilled Actuarial Analyst to join our team in the Pension Risk Transfer (PRT) business unit of our Global Financial Solutions (GFS) business unit.Key ResponsibilitiesAs an Actuarial Analyst, you will be responsible for performing...


  • West Chester, Pennsylvania, United States Western & Southern Life Full time

    Job Title: Financial RepresentativeAbout the Role:The Financial Representative is a key member of our team at Western & Southern Life, responsible for meeting the financial needs of our clients. This role requires a strong understanding of financial products and services, as well as excellent communication and interpersonal skills.Key...

  • Insurance Consultant

    1 month ago


    West Chester, Pennsylvania, United States Element Risk Full time

    Job OverviewSalary:POSITION SUMMARY:The Insurance Consultant is tasked with cultivating and overseeing a portfolio of clients. This role requires servicing insurance clients by assessing their unique requirements, exploring options, and providing customized insurance solutions. The Consultant is expected to discover new insurance opportunities and maintain...


  • West Chester, United States Fifth Third Bank, N.A. Full time

    Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION:The Financial Center Manager will participate in a comprehensive, customized on-boarding and education program. This includes rotations in Operations, Sales & Service,...


  • Chester, United States Widener Full time

    Widener University is currently seeking an Associate Director, Financial Planning & Strategic Analysis (FP&SA). Reporting to the Director, Financial Planning & Strategic Analysis, the Associate Director will be responsible for supporting the university's long-term strategic financial planning, annual operating and capital budget processes, and analytic...


  • Chester, United States Widener University Full time

    Widener University is currently seeking an Associate Director, Financial Planning & Strategic Analysis (FP&SA). Reporting to the Director, Financial Planning & Strategic Analysis, the Associate Director will be responsible for supporting the university's long-term strategic financial planning, annual operating and capital budget processes, and analytic...


  • Chester, United States Widener Full time

    Associate Director, Financial Planning & Strategic Analysis Job no: 493204 Work type: Full-time Location: Chester Categories: Administrators Widener University is currently seeking an Associate Director, Financial Planning & Strategic Analysis (FP&SA). Reporting to the Director, Financial Planning & Strategic Analysis, the Associate Director will be...


  • West Chester, United States TruMark Financial Full time

    TRUMARK FINANCIAL CREDIT UNION JOB DESCRIPTION Job Title: Member Service Representative- West Chester Department: Branch Operations Reports To: Branch Manager FLSA Status: Non-Exempt Traveling required to local locations. Position Summary: Effectively educates and uncovers member needs while delivering extraordinary member service to both existing and...


  • West Chester, United States Robert Half Full time

    Job DescriptionJob DescriptionWe are looking for a Project Manager/Sr. Consultant to join our consumer products team in West Chester, Pennsylvania. This position is focused on managing multiple technical projects simultaneously and ensuring these projects align with our company's objectives. This role offers a long-term contract employment...


  • West Chester, OH, United States Fifth Third Bank Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.GENERAL FUNCTION:The Financial Center Manager will participate in a comprehensive, customized on-boarding and education program. This includes rotations in Operations, Sales & Service,...

  • RV Sales Consultant

    1 month ago


    West Chester, Pennsylvania, United States General RV Centers Full time

    About the RoleAs a Sales Representative at General RV Centers, you will play a crucial part in creating opportunities for families to make lifelong memories. You will be responsible for matching customers with their perfect RV and starting them on their journey to the RV lifestyle.Key ResponsibilitiesManage the overall purchase, delivery, and ownership...

  • Wage accountant

    2 weeks ago


    West Chester, Pennsylvania, United States Cascade Industries Full time

    About ETL Horstkötter Steuerberatungsgesellschaft mbHWe are a leading tax consulting firm that supports entrepreneurs, freelancers, and self-employed individuals in achieving economic success. Our team provides high-quality advice on tax consulting, financial accounting, payroll, and tax forecasts.Your BenefitsFlexible working hours through...

  • Relationship Manager

    1 month ago


    Chester Springs, Pennsylvania, United States Fifth Third Bank Full time

    Job Summary:Fifth Third Bank is seeking a skilled Relationship Manager to join our team. As a Relationship Manager, you will be responsible for building and maintaining relationships with our Preferred Program customers and mass affluent prospects.Key Responsibilities:Proactively contact and service customers to acquire, grow, and retain bank...


  • West Chester, United States Fifth Third Full time

    Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations...


  • Chester Springs, Pennsylvania, United States Fifth Third Bank Full time

    About the RoleWe are seeking a skilled Relationship Development Specialist to join our team at Fifth Third Bank. As a key member of our sales team, you will be responsible for building and maintaining relationships with our preferred program customers and mass affluent prospects.Key ResponsibilitiesProactively contact and service customers to acquire, grow,...


  • Chester Township, United States Mercer Advisors Full time

    Mercer Advisors is a different kind of wealth management firm. We exist so that our clients don’t have to worry about money. Our firm was founded in 1985, on the belief that families at all wealth levels would benefit from a fully unified approach to managing their money – “A family office for your family.” We connect the dots of our clients’...

  • Personal Banker II

    4 months ago


    West Chester, United States Fifth Third Full time

    Make banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker II after completing a 4-8 week on-boarding and education program that includes rotations in Operations...

  • Personal Banker II

    3 months ago


    West Chester, United States Fifth Third Full time

    Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker II after completing a 4-8 week on-boarding and education program that includes rotations in Operations...

  • Tax Professional

    2 weeks ago


    West Chester, Pennsylvania, United States gpac Full time

    Tax Senior OpportunityWe are seeking a highly skilled Tax Senior to join our team at GPAC, a leading search firm specializing in placing quality professionals within multiple industries across the United States.Key Responsibilities:Provide tax consulting services to clients, including preparation of tax returns and financial statements.Conduct financial...


  • Chester, United States The Vertex Companies LLC Full time

    Company DescriptionThe Vertex Companies, LLC (VERTEX) is a leading multidisciplinary engineering and consulting firm that provides forensic consulting, engineering design, construction management, claims & dispute resolution, and environmental solutions to insurance carriers, sureties, law firms, real estate owners, property managers, public agencies, and...


  • Chester, United States The Vertex Companies LLC Full time

    Company DescriptionThe Vertex Companies, LLC (VERTEX) is a leading multidisciplinary engineering and consulting firm that provides forensic consulting, engineering design, construction management, claims & dispute resolution, and environmental solutions to insurance carriers, sureties, law firms, real estate owners, property managers, public agencies, and...