Vice President of Wealth Advisory
2 months ago
Your Opportunity
At Charles Schwab, you are empowered to influence your career trajectory. Here, innovative thinking meets creative problem-solving, enabling us to redefine the finance sector collaboratively.
The branch team at Schwab is central to our dedication to assisting clients in taking charge of their financial futures. In this dynamic position, you will provide clients with financial insights while cultivating enduring relationships grounded in trust, respect, and shared objectives. You will also have the opportunity to steer your own professional journey within our supportive and diverse environment.
As a Financial Consultant at Schwab, you will manage an established portfolio of existing clients, offering them wealth management and financial planning guidance. Over time, you will expand your practice comprehensively through client asset consolidation, networking, and obtaining client referrals. If you possess a securities license, thrive in a collaborative environment, and share our commitment to client service, this role is tailored for you.
What You Bring
Required Qualifications:
- A valid and active FINRA Series 7 license is mandatory.
- You will need to obtain or acquire the FINRA Series 66 (63/65) license and Life & Health Insurance during your employment.
Preferred Qualifications:
- Strong relationship-building skills, with the ability to foster trust and enhance client relationships through effective communication strategies and by exceeding client expectations.
- Ideal candidates will learn to utilize our team of Schwab specialists, Schwab advice guidelines, market knowledge, and their ability to motivate action to assist clients in achieving their goals.
- Willingness to manage wealth on behalf of clients, including areas such as Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning.
- Capacity to adapt and implement changes as market and business conditions evolve.
- A passion for community engagement, facilitating discussions with clients about market trends, sound investment principles, and optimal wealth and long-term investment strategies tailored to their individual circumstances.
- A desire to deliver an exceptional investor experience while advancing your own professional development in Wealth Management.
- In accordance with SAFE Act requirements, all employees involved in residential loan mortgage originations must register with the NMLS registry system and maintain good standing. Registration and compliance with the SAFE Act background check and registration process will be required.
Why Choose Us?
Our motto, Own Your Tomorrow, encapsulates our mission. We are dedicated to helping our employees unlock their potential and realize their aspirations. Our team plays a pivotal role in transforming a multi-trillion-dollar industry, creating a more modern approach to building and managing wealth.
Benefits: A competitive and flexible benefits package designed to empower you today and in the future. We offer a comprehensive benefits package to help you maximize your work-life balance and personal fulfillment.
-
Vice President of Wealth Management
2 months ago
Kansas City, Missouri, United States Charles Schwab Full timeYour Opportunity At Charles Schwab, you are empowered to influence your career trajectory. Here, innovative thinking meets creative problem-solving, enabling us to 'challenge the status quo' and reshape the finance sector collaboratively. The branch team at Schwab is central to our firm's dedication to assisting clients in securing their financial...
-
Regional Vice President of Sales
4 days ago
Kansas City, Missouri, United States Experis Full timeOur client, a leading global workforce solutions company, is seeking a seasoned Regional Vice President of Sales to lead their US East Region team. This is a unique opportunity to join Experis, a renowned brand in the industry, and drive sales growth in a dynamic and fast-paced environment.Key Responsibilities:Lead and manage a team of Regional Sales...
-
Kansas City, Missouri, United States Park University Full timePark University: A Leader in Higher EducationThe Vice President of Enrollment and Student Services plays a pivotal role in shaping the future of Park University, a private institution steeped in the liberal arts tradition. This esteemed leader will oversee a department that encompasses student marketing, enrollment, student financial services, international...
-
Kansas City, Missouri, United States North American Savings Bank Full timeJob Title: Assistant Vice President, Credit Underwriting SupervisorWe are seeking a highly skilled and experienced Assistant Vice President, Credit Underwriting Supervisor to join our Credit Administration team at North American Savings Bank (NASB). As a key member of our team, you will be responsible for overseeing the day-to-day operations of the credit...
-
Kansas City, Missouri, United States Park University Full timeAbout the RoleThe Vice President of Enrollment and Student Services is a key leadership position at Park University, responsible for providing strategic and operational guidance to a department that encompasses student marketing, enrollment, student financial services, international student admissions and services, student services, campus center operations,...
-
Vice President of Transmission Operations
2 weeks ago
Kansas City, Missouri, United States Par Electrical Contractors Full timeAbout Us:PAR Electrical Contractors, LLC is a leading provider of outside electrical infrastructure construction services. As a subsidiary of Quanta Services, Inc., we have a strong reputation for delivering high-quality projects that set a standard for excellence.Our company culture values hard work, dedication, and a commitment to safety, quality, and...
-
Executive Vice President of Project Management
1 month ago
Kansas City, Missouri, United States Par Electrical Contractors Full timeAbout UsPAR Electrical Contractors, LLC is a leading provider of outside electrical infrastructure construction services. As a subsidiary of Quanta Services, Inc., we have a strong reputation for delivering high-quality projects on time and within budget.About This RoleThe Executive Vice President of Project Management will play a critical role in shaping...
-
Wealth Team Supervisor with Support
4 weeks ago
Kansas City, Missouri, United States Mallett Region - Modern Woodmen of America Full timeAbout Modern Woodmen of AmericaModern Woodmen of America is a member-owned fraternal financial services organization that has been touching lives and securing futures since 1883. With a robust asset base of $17.14 billion and a surplus of $2.42 billion, we are committed to ensuring long-term financial stability for our members.Our MissionWe are dedicated to...
-
Vice Chancellor of Finance and Administration
1 month ago
Kansas City, Missouri, United States University of Missouri-Kansas City Full timeJob Title: Vice Chancellor of Finance and AdministrationThe University of Missouri-Kansas City seeks a highly skilled and experienced Vice Chancellor of Finance and Administration to lead its financial and administrative operations. This key role will be responsible for overseeing the university's budget, financial management, and administrative functions,...
-
Emergency Medicine Vice-Chair of Research
3 weeks ago
Kansas City, Missouri, United States University of Kansas Medical Center Full timeJob Title: Emergency Medicine Vice-Chair of ResearchWe are seeking a highly qualified and experienced individual to serve as the Vice-Chair of Research in our Department of Emergency Medicine. The successful candidate will be responsible for leading our research activities and providing strategic direction to grow and sustain the expansion of research in our...
-
Marketing and Communications Director
1 month ago
Kansas City, Missouri, United States Habitat for Humanity of Kansas City Full timeJob SummaryThe Marketing and Communications Director will lead the development and execution of a wide range of internal and external communications that contribute to Habitat for Humanity of Kansas City's voice, presence, and reputation in the community. This role will work closely with the Vice President of Development to produce plans that ensure annual...
-
Emergency Medicine Vice-Chair of Research
2 weeks ago
Kansas City, Missouri, United States University of Kansas Medical Center Full timeJob Title:Emergency Medicine Vice-Chair of ResearchJob Summary:The University of Kansas Medical Center is seeking a highly qualified Vice-Chair of Research to lead the Department of Emergency Medicine's research activities. The successful candidate will provide strategic direction and vision to grow and sustain the expansion of research in the department.Key...
-
Area Director
1 month ago
Kansas City, Missouri, United States Fellowship of Christian Athletes Full timeJob DescriptionThe Director is responsible for growing the ministry by praying, staffing, and funding the area through the Advancement Lanes: Ministry, Board, Donor, Talent, and International. The Director works in alignment with the Regional Vice President, staff, and board(s) to fulfill the FCA Vision, pursue the FCA Mission, and live the FCA Values by...
-
Executive Administrative Assistant
2 weeks ago
Kansas City, Missouri, United States Saint Luke's Health System Full timeJob SummarySaint Luke's Health System is seeking a highly skilled Executive Administrative Assistant to provide exceptional support to the Vice President & Administrator Crittenton Children's Center and Behavioral Health Service Line. This role offers a unique opportunity to be part of a compassionate and diverse team that values kindness and excellence in...
-
Executive Vice President/Chief Lending Officer
2 weeks ago
Kansas City, Missouri, United States North American Savings Bank Full timeJob SummaryThe Chief Lending Officer is responsible for overseeing the bank's loan portfolio, focusing on real estate collateralized lending. This role requires leadership in developing lending strategies, managing lending operations, ensuring regulatory compliance, and maintaining high credit quality.Key ResponsibilitiesDevelop and implement the bank's...
-
Tax Senior Associate
2 weeks ago
Kansas City, Missouri, United States Forvis Mazars, LLP Full timePrivate Client Tax Senior AssociateForvis Mazars' Private Client tax advisors provide sophisticated tax compliance, consulting, and planning services to individuals, multi-generational families, fiduciaries, and more. Our professionals include CPAs and JDs. Partnering with our financial planners, Wealth Strategists, and Innovation teams expands your ability...
-
Vice Chancellor, Finance and Operations
2 months ago
Kansas City, Missouri, United States University of Missouri System Full timeJob SummaryThe University of Missouri System seeks a visionary and innovative leader to serve as the Vice Chancellor for Finance and Administration. This key executive will be responsible for overseeing the university's financial management, budgeting, and administrative operations, ensuring fiscal and legal compliance, and driving improvements to the...
-
Strategic Enrollment Leader
1 week ago
Kansas City, Missouri, United States Park University Full timeThe Vice President of Enrollment and Student Services is a key leader in Park University's strategic efforts to provide a seamless and affirmative student enrollment experience. This role oversees a department that includes student marketing, enrollment, student financial services, international student admissions and services, student services, campus...
-
Director of Fund Development
3 weeks ago
Kansas City, Missouri, United States Urban Neighborhood Initiative Full time{"Responsibilities": " As the Director of Fund Development, you will be responsible for leading and implementing the overall fund development strategy and activities, including building a team as future fund development activities require. Key responsibilities include: * Researching, writing, and applying for large grants on the local, state, federal,...
-
Project Manager
2 weeks ago
Kansas City, Missouri, United States Barts Electric Full timeProject Manager Job DescriptionBart-s Electric is seeking a highly skilled Project Manager to oversee all aspects of assigned commercial electrical projects from commencement to completion. As a member of our operations and project management team, you will be responsible for ensuring that projects are completed safely, profitably, timely, and of high...