Talent.com
VP, Financial Consultant - Cincinnati, OH (Hiring Immediately)
VP, Financial Consultant - Cincinnati, OH (Hiring Immediately)Charles Schwab • CINCINNATI, OH, US
VP, Financial Consultant - Cincinnati, OH (Hiring Immediately)

VP, Financial Consultant - Cincinnati, OH (Hiring Immediately)

Charles Schwab • CINCINNATI, OH, US
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Position Type : Regular

Your opportunity

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

Investment Professionals' Compensation | Charles Schwab

At Schwab, youre 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.

Schwabs branch team is at the heart of our firms commitment tohelping clients own their financial futures. In this exciting role, youllgive clients financial guidance while forming lasting relationshipsbuilt on trust, respect, and reaching a common goal. Youll alsohavethe ability totake charge of your own professional journey with oursupportive, 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, youll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a teamsetting, 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 clients 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

    Whats in it for you

    At Schwab, youre empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaborationso you can build the skills to make a lasting impact.

    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
    • [job_alerts.create_a_job]

    Financial Consultant • CINCINNATI, OH, US

    [internal_linking.related_jobs]
    Strategic CFO - Nonprofit Financial Leadership & Growth

    Strategic CFO - Nonprofit Financial Leadership & Growth

    BLOC Ministries • Cincinnati, OH, United States
    [job_card.full_time]
    A community-focused organization in Cincinnati is seeking a Chief Financial Officer (CFO) to lead financial oversight and provide strategic direction. The ideal candidate will have over 10 years of ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Underwriting Vice President - Contract Surety

    Underwriting Vice President - Contract Surety

    Kalepa Insurance Services, LLC • Cincinnati, OH, United States
    [job_card.full_time]
    Underwriting Vice President - Contract Surety page is loaded## Underwriting Vice President - Contract Suretylocations : Cincinnati, OHtime type : Full timeposted on : Posted 30+ Days Agojob requ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Director, Financial Planning and Analysis (P3799)

    Director, Financial Planning and Analysis (P3799)

    84.51° • Cincinnati, OH, United States
    [job_card.full_time]
    Director, Financial Planning and Analysis (P3799).Powered by cutting‑edge science, we utilize first‑party retail data from more than 62 million U. Kroger Plus loyalty card program to fuel a more cus...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Director, Sell-Side Financial Diligence – Deals

    Director, Sell-Side Financial Diligence – Deals

    Ernst & Young Oman • Cincinnati, OH, United States
    [job_card.full_time]
    A leading global consulting firm is seeking a Director in Cincinnati to join its EY-Parthenon Deals – Financial Diligence team. This role involves managing complex divestitures and guiding clients t...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Underwriting Vice President - Contract Surety

    Underwriting Vice President - Contract Surety

    Core Specialty Insurance Holdings, Inc. • Cincinnati, OH, United States
    [job_card.full_time]
    Underwriting Vice President - Surety Division.Apply locations Cincinnati, OH.Reporting to the President of our Surety Division, this position will oversee all aspects of the Contract Surety and Com...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Financial Analyst - Cincinnati

    Senior Financial Analyst - Cincinnati

    Turner Construction • Cincinnati, OH, United States
    [job_card.permanent]
    If you picture yourself doing great things that make a difference in the lives of others, Turner is the place to be.Turner Construction is an industry leading commercial construction general contra...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    CAAS Chief Financial Officer (CFO) - Cincinnati, OH

    CAAS Chief Financial Officer (CFO) - Cincinnati, OH

    Barnes Dennig • Cincinnati, OH, United States
    [job_card.full_time]
    Be among the first 25 applicants.Barnes Dennig Client Accounting & Advisory Services – CAAS Chief Financial Officer.Build a Brighter Future - Together, with Barnes Dennig Client Accounting & Adviso...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Filled : : VP Sales- North America, Consumer Brands (F&B, HBHC)

    Filled : : VP Sales- North America, Consumer Brands (F&B, HBHC)

    T Squared Group • Northern, KY, United States
    [job_card.temporary]
    Compensation : Base + Bonus, Commensurate with Experience.With a rich history, Rieke was founded in 1921 by Theodore W.Rieke who introduced the flange closure. Today, as part of the multinational Tri...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Strategic VP of Finance & Operations (Education nonprofit)

    Strategic VP of Finance & Operations (Education nonprofit)

    Confidential • Cincinnati, OH, United States
    [job_card.full_time]
    A leading educational institution in Cincinnati is seeking an energetic and strategic Vice President of Finance and Operations. This role is critical in shaping financial strategies and managing bud...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Solutions Advisor - Cincinnati Market

    Financial Solutions Advisor - Cincinnati Market

    Bank of America • Cincinnati, OH, United States
    [job_card.full_time]
    At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clien...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Vice President of Sales - Financial Services

    Vice President of Sales - Financial Services

    Fisher Investments • Cincinnati, OH, US
    [job_card.full_time]
    Calling all financial professionals looking for a role 100% focused on sales! As a Regional Vice President of Sales, you will cover a territory within driving distance and manage the other parts of...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Chief Financial Officer

    Chief Financial Officer

    Cushnoc Group, LLC • Cincinnati, OH, United States
    [job_card.full_time]
    Direct message the job poster from Cushnoc Group, LLC.Cushnoc Group is a boutique advisory firm specializing in providing outsourced finance and accounting services to privately held companies in t...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    VP, Sales

    VP, Sales

    AnewHealth • Ohio, TX, United States
    [job_card.full_time]
    AnewHealth is one of the nation's leading pharmacy care management companies that specializes in caring for people with the most complex, chronic needs—wherever they call home.We enable better outc...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Sr Accounting Consultant (Salaried)

    Sr Accounting Consultant (Salaried)

    Vaco by Highspring • Fairfield, OH, US
    [job_card.permanent] +1
    Finance Transformation and ERP Advisory practice.ERP implementations, process optimization, and acquisition integration.A core focus of this position is helping clients. Excel skills and tools such ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Fractional VP of Sales - SMB Growth Leader

    Fractional VP of Sales - SMB Growth Leader

    salesQB • Cincinnati, OH, United States
    [job_card.full_time]
    A consulting services firm is seeking a fractional VP of Sales to support small to mid-size businesses in Cincinnati.This hybrid role demands 15+ years of sales leadership experience, focusing on s...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Vice President - Client Services

    Vice President - Client Services

    RevHealth • Cincinnati, OH, US
    [job_card.full_time]
    Vice President - Client Services.In a world of big-box consolidated agencies, RevHealth stands apartproudly independent and intentionally different. That's not just our ownershipit's our mindset.It ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Director of Strategic Consulting

    Director of Strategic Consulting

    Able • Cincinnati, OH, US
    [job_card.full_time]
    Director Of Strategic Consulting.Able was born as a product development and engineering hub for a family office of early stage companies. We worked across a portfolio of investment companies to acce...[show_more]
    [last_updated.last_updated_30] • [promoted]
    AVP New Business, Highland Capital Brokerage

    AVP New Business, Highland Capital Brokerage

    Osaic • Cincinnati, OH, US
    [job_card.full_time]
    AVP New Business, Highland Capital Brokerage.Remote Operations Opportunity in Insurance Industry.Location(s) : All Locations / Remote. Salary : $80,000 - $100,000 per year + Sales Incentive Compensation...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]