Financial Consultant
2 weeks ago
At Charles Schwab, we're committed to empowering our employees' personal and professional success. As a Financial Consultant, you'll play a vital role in helping our clients achieve their financial goals. Our purpose-driven, supportive culture, and focus on your development mean 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
As a Financial Consultant, you'll have the opportunity to work with a diverse range of clients, providing them with expert financial guidance and advice. You'll be part of a dynamic team that's passionate about helping people achieve their financial goals.
Key Responsibilities:
- Provide financial guidance and advice to clients
- Develop and implement personalized financial plans
- Build and maintain strong relationships with clients
- Stay up-to-date with industry trends and developments
Requirements:
- Valid and active FINRA Series 7 license
- Ability to build strong relationships and communicate effectively with clients
- Strong analytical and problem-solving skills
- Ability to work in a fast-paced environment and meet deadlines
Preferred Qualifications:
- FINRA Series 66 (63/65) license and Life & Health Insurance
- Experience in wealth management or a related field
- Strong knowledge of financial markets and products
- Ability to adapt to changing market conditions
By joining our team, you'll have the opportunity to grow your career and make a real difference in the lives of our clients. Apply now to become a Financial Consultant at Charles Schwab and start your journey to success
-
Financial Consultant
3 weeks ago
Daytona Beach, Florida, United States Meron Financial Agency Full timeUnlock Your Potential at Meron Financial AgencyWe're a leading firm committed to empowering individuals and businesses to achieve their financial goals. Our client-centric approach, cutting-edge technology, and supportive team environment provide the tools and opportunities you need to thrive.As a financial consultant, you'll have the chance to make a...
-
Financial Consultant
3 weeks ago
Vero Beach, Florida, 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 ResponsibilitiesProvide financial guidance to clients while forming lasting...
-
Financial Consultant
1 week ago
Palm Beach, Florida, United States Wells Fargo Full timeAbout this Role:Wells Fargo is seeking a highly skilled Financial Consultant to join our Wealth and Investment Management team. As a Financial Consultant, you will play a critical role in providing exceptional client service and delivering tailored financial solutions to our clients.Key Responsibilities:Work closely with Financial Advisors to provide clients...
-
Financial Consultant
1 week ago
Palm Beach Gardens, Florida, United States Charles Schwab Full timeUnlock Your Potential as a Financial Consultant at Charles SchwabAt Charles Schwab, we're committed to empowering our employees' personal and professional success. As a Financial Consultant, you'll play a vital role in helping clients achieve their financial goals while forming lasting relationships built on trust, respect, and a shared vision for their...
-
Financial Planning Specialist
2 weeks ago
Vero Beach, Florida, United States Fidelity TalentSource LLC Full timeJob Summary: We are seeking a skilled Financial Planning Specialist to join our team at Fidelity Investments. As a key member of our financial planning team, you will work closely with clients to understand their financial goals and develop personalized plans to help them achieve success. About the Role: The Financial Planning Specialist will be responsible...
-
Financial Consultant
3 weeks ago
Palm Beach Gardens, Florida, United States Charles Schwab Full timeUnlock Your Potential as a Financial Consultant at Charles SchwabAt Charles Schwab, we're committed to empowering our employees' personal and professional success. As a Financial Consultant, you'll play a vital role in helping clients achieve their financial goals while forming lasting relationships built on trust and respect.As a member of our branch team,...
-
Financial Consultant
2 weeks ago
Palm Beach Gardens, Florida, United States Charles Schwab Full timeYour Opportunity at Charles SchwabAt Charles Schwab, we empower our employees to make a meaningful impact on their careers and the finance industry. Our innovative approach combines creative problem-solving with a passion for helping clients achieve their financial goals.Schwab's branch team is at the heart of our commitment to helping clients own their...
-
Financial Consultant
1 week ago
Palm Beach Gardens, Florida, United States Charles Schwab Full timeAbout the RoleAt Charles Schwab, we're committed to empowering our employees' personal and professional success. As a Financial Consultant, you'll play a key role in helping clients achieve their financial goals while forming lasting relationships built on trust and respect.Key ResponsibilitiesProvide clients with wealth management and financial planning...
-
Financial Consultant
2 weeks ago
Palm Beach Gardens, Florida, 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 ResponsibilitiesProvide financial guidance and wealth management advice to existing...
-
New Home Sales Consultant
2 weeks ago
Vero Beach, Florida, United States New Home Star Full timeAbout New Home StarNew Home Star is a leading provider of new homes in America, offering a unique opportunity for motivated and goal-oriented professionals to join our team. As a New Home Sales Associate, you will play a crucial role in guiding customers through the home building process, providing exceptional customer service, and growing brand awareness...
-
Financial Analyst
6 days ago
North Miami Beach, Florida, United States Jobot Full timeProject Accountant Consultant OpportunityJobot Consulting is seeking a highly skilled Project Accountant Consultant to join our team. As a key member of our accounting team, you will be responsible for preparing and analyzing monthly financial statements, managing journal entries, and preparing schedules to support balance sheet general ledgers for...
-
Project Management Consultant
4 days ago
Juno Beach, Florida, United States Apex Systems Full timeJob Title: Project Management ConsultantApex Systems is seeking a highly skilled Project Management Consultant to join their team in Juno Beach, Florida. This role is responsible for coordinating daily project activities, ensuring resources are focused on the right tasks at the right time to meet project schedules.Key Responsibilities:Coordinate project...
-
Financial Analyst
1 week ago
North Miami Beach, Florida, United States Jobot Full timeAccountant Consultant OpportunityThis role is a great fit for a detail-oriented and organized individual who is passionate about finance and accounting. As an Accountant Consultant, you will be responsible for preparing and analyzing financial statements, managing journal entries, and reconciling financial discrepancies.Key Responsibilities:Prepare and...
-
Financial Coordinator
2 days ago
Daytona Beach, Florida, United States Embry-Riddle Aeronautical University Full timeFinancial Coordinator Job DescriptionEmbry-Riddle Aeronautical University is seeking a skilled and self-driven individual to join the Daytona Beach Business & Budget Services Department as a Financial Coordinator. This role will provide financial support to the college faculty/administration and college Financial Analyst at the Daytona Beach campus.Key...
-
Financial Services Specialist
4 weeks ago
Holmes Beach, Florida, United States Cascade Innovations Full timeFinancial Advisor OpportunityWe are seeking a skilled Financial Advisor to join our team at Cascade Innovations. As a Financial Advisor, you will be responsible for implementing tailored investment and retirement strategies for our clients. You will have access to a high-end client base, eliminating the need to build your own portfolio.Key...
-
Controller - Treasure Coast, FL - Part-Time
3 weeks ago
Vero Beach, Florida, United States Your Part-Time Controller Full timeOverviewWe are seeking a dedicated and personable Controller to join our team at Your Part-Time Controller, LLC. As a Controller, you will have the opportunity to work with multiple nonprofit clients, providing transformative accounting services and guiding them towards their mission.Our company is a national leader in providing outsourced accounting...
-
Financial Analyst
1 week ago
North Miami Beach, Florida, United States Jobot Full timeProject Accountant ConsultantJob Summary:We are seeking a highly skilled Project Accountant Consultant with A1A billing experience to join our team at a Luxury Home Construction Company. As a key member of our accounting team, you will be responsible for preparing and analyzing monthly financial statements, managing journal entries, and preparing schedules...
-
Mortgage Advisor
3 weeks ago
Vero Beach, Florida, United States Prosperity Home Mortgage Full timeJob Summary:We are seeking a skilled Mortgage Consultant to join our team at Prosperity Home Mortgage, LLC. As a Mortgage Consultant, you will be responsible for advising clients on residential mortgage programs and promoting Prosperity Home Mortgage's products and services.Key Responsibilities:Develop and maintain a high level of visibility for Prosperity...
-
Financial Business Development Manager
3 weeks ago
Saint Augustine Beach, Florida, United States Florida Flyers Flight Academy Full timeAbout the Financial Business Development PositionWe are seeking an experienced Financial Adviser to take on a key role in developing financial strategies to drive our company's growth and success.Your key responsibilities will include identifying and securing investors and capital to support our projected expansion, as well as researching market trends and...
-
Commercial Financial Services Manager
3 weeks ago
Boynton Beach, Florida, United States Seacoast Bank Full timeJob SummaryAs a key member of the Seacoast Bank team, the Account Executive III will be responsible for managing a portfolio of clients, including relationship management and risk exposure. This role will require daily consultation with senior executives to resolve client issues and ensure compliance with regulatory requirements.Key ResponsibilitiesManage...