VP, Financial Consultant
4 weeks ago
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 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. 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 Why work for us?Own Your Tomorrow embodies everything we do We are committed to helping our employees ignite their potential and achieve their dreams. Our employees get to play a central role in reinventing a multi-trillion-dollar industry, creating a better, more modern way to build and manage wealth.
Benefits: A competitive and flexible package designed to empower you for today and tomorrow. We offer a competitive and flexible package designed to help you make the most of your life at work and at home—today and in the future.
-
Financial Analyst
2 weeks ago
Edina, United States Creative Financial Staffing Full timeAbout the company: Our client is approximately a $5B publicly traded global manufacturer serving customers around the world in the general industrial, consumer, commercial construction, food & beverage, and alternative energy end markets, among others. You may not know it, but our client impacts your life every day. Their products enable the fans in HVAC...
-
Financial Analyst
3 weeks ago
Edina, United States Creative Financial Staffing Full timeAbout the company: Our client is approximately a $5B publicly traded global manufacturer serving customers around the world in the general industrial, consumer, commercial construction, food & beverage, and alternative energy end markets, among others. You may not know it, but our client impacts your life every day. Their products enable the fans in HVAC...
-
Financial Analyst
7 days ago
Edina, United States Experis Full timeSenior Analyst, Risk and Internal Controls-IT St Marys Cement Canada Toronto, ON C6A posted 05/07/2024 More... front runner Health and Safety Specialist, CBM Aggregates and CDN Terminals Canada Building Materials Toronto, ON C6A posted 05/05/2024 More... front runner IT Specialist, ERP (Epicor Kinetic) ABC Technologies (Canada Region) North York, ON A0F...
-
Nurse, RN Clinical Coordinator
1 month ago
Edina, Minnesota, United States i-Health Full timeThis role will utilize the nursing process to provide optimal quality & continuity of nursing care from the initial patient consultation through the complete episode of care, develop a plan of care specific to each patients' needs based on the clinical assessment & work collaboratively as part of a multi-disciplinary team to provide patient & family...
-
Universal Banker
4 days ago
Edina, United States Knewin Full timePRIMARY PURPOSE: This position is responsible for acquiring, expanding, and enriching current and future member relationships by assisting and educating members in opening and managing their accounts and finances, building long-term relationships, and cross-selling the products and services that will help them be financially successful. Providing...
