Talent.com
VP, Financial Consultant - New York, NY (Midtown)
VP, Financial Consultant - New York, NY (Midtown)Charles Schwab • NEW YORK, NY, US
[error_messages.no_longer_accepting]
VP, Financial Consultant - New York, NY (Midtown)

VP, Financial Consultant - New York, NY (Midtown)

Charles Schwab • NEW YORK, NY, US
[job_card.30_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Position Type : Regular

Your opportunity

I n addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure.

Investment Professionals' Compensation | Charles Schwab

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   l everage   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.

    • What’s in it for you

    At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so 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 • NEW YORK, NY, US

    [internal_linking.similar_jobs]
    Vice President of Solutions, Financial Services

    Vice President of Solutions, Financial Services

    Workiva, Inc. • New York, NY, United States
    [job_card.full_time]
    As the Vice President of Solutions for the Financial Services (FS) vertical, you will lead the global strategy, innovation, and execution of Workiva's solutions across the Banking, Insurance, and A...[show_more]
    [last_updated.last_updated_30] • [promoted]
    VP Controller

    VP Controller

    Hoxton Circle • New York, NY, US
    [job_card.full_time]
    A $1BN+ revenue, global, publicly traded consumer product goods (CPG) corporation is seeking an accomplished.External Reporting and Corporate Controllership to join their high-visibility global fin...[show_more]
    [last_updated.last_updated_30] • [promoted]
    VP of Finance

    VP of Finance

    Pair Team • New York, NY, US
    [job_card.full_time]
    Pair Team is a public benefit company reimagining care for the safety net.As an AI-enabled medical group for Medicaid and Medicare, we deliver medical, behavioral, and social care by integrating sh...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    GBM Private, Structured Finance - Structured Credit Solutions Group, Vice President, New York

    GBM Private, Structured Finance - Structured Credit Solutions Group, Vice President, New York

    Goldman Sachs • New York, NY, US
    [job_card.full_time] +1
    GBM Private, Structured Finance - Structured Credit Solutions Group.Our division works on some of the most complex financial challenges and transactions in the market today.Whether advising on a me...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Vice President, Finance

    Vice President, Finance

    Ipsos-Insight, LLC • New York, NY, United States
    [job_card.full_time]
    What makes this role important at Ipsos?.Public Affairs, the largest US Service Line.As a strategic business partner, the successful candidate will create value by providing strategic thinking and ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    VP, Practice Management Consultant

    VP, Practice Management Consultant

    LPL Financial • New York, NY, US
    [job_card.full_time]
    Vice President Of Practice Management Consulting.What if you could build a career where ambition meets innovation? At LPL Financial, we empower professionals to shape their success while helping cl...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Debt Capital Markets Investment Banking VP

    Debt Capital Markets Investment Banking VP

    Marathon Capital LLC • New York, NY, US
    [job_card.full_time]
    Debt Capital Markets Investment Banking VP.Marathon Capital is looking for a Vice President to join their Debt Capital Markets Team. This VP would have the opportunity to get rare exposure to multip...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Reporting - Vice President

    Financial Reporting - Vice President

    Smbc Global Foundation Inc • Jersey City, NJ, US
    [job_card.full_time]
    Financial Reporting - Vice President.SMBC is seeking a Vice President position to work in the Bank Accounting Department located in Jersey City, NJ. This Vice President will help to initiate, plan, ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    VP, FP&A

    VP, FP&A

    Rag & Bone • New York, NY, US
    [job_card.full_time]
    The Vice President, FP&A will serve as a key strategic leader to the executive leadership team, leading all aspects of financial planning, forecasting, and business analytics across rag & b...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    VP, Finance

    VP, Finance

    Presence • New York, NY, US
    [job_card.full_time]
    Presence is the leading provider of teletherapy solutions for children with diverse needs.Through our award-winning technology, Presence connects speech-language pathologists, occupational therapis...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Vice President - Finance

    Vice President - Finance

    TD Bank • New York, NY, US
    [job_card.full_time]
    TD Securities US Finance is a part of the wider TD Securities Finance group, as one of the three regional finance groups for the Wholesale Banking segment of TD Bank Group it has a key role in the ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Investment Banking Vice President - Power

    Investment Banking Vice President - Power

    Citigroup • New York, NY, US
    [job_card.full_time]
    The Banker is a senior level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and ot...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Consultant Relations VP

    Consultant Relations VP

    Garner Health • New York, NY, US
    [job_card.full_time]
    Healthcare quality is declining and soaring costs are crushing American families and businesses.At Garner, we've developed a revolutionary approach to evaluating doctor performance and a unique...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Vice President, Financial Planning and Analysis

    Vice President, Financial Planning and Analysis

    Prenuvo • New York, NY, US
    [job_card.full_time]
    At Prenuvo, we are on a mission to flip the paradigm from reactive "sick-care" to proactive health care.Our award-winning whole body scan is fast (under 1 hour), safe (MRI has no ionizing...[show_more]
    [last_updated.last_updated_30] • [promoted]
    VP, Private Client Portfolio Management & Strategy

    VP, Private Client Portfolio Management & Strategy

    Citigroup Inc. • New York, NY, United States
    [job_card.full_time]
    A leading global financial services company is seeking a Portfolio Manager in New York to manage high-net-worth clients' investments. Responsibilities include daily portfolio management under senior...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Vice President of Investor Relations

    Vice President of Investor Relations

    Dexian • New York, NY, United States
    [job_card.full_time]
    VP AIS Investor Relations Specialist (Advanced 6+ Years).Duration : 8 Months (Conversion to FTE).Hours : 9AM – 5PM (Extended hours / Weekends may be required during implementation of new business or s...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    VP, Capital Markets

    VP, Capital Markets

    Redwood Trust Inc • New York, NY, US
    [job_card.full_time]
    Redwood’s Aspire platform is responsible for Alternative Credit Products which currently include Non-Qualified Mortgages (NQM) and Home Equity Investments (HEI). We are looking for a Vice Pres...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Senior Vice President - Global Benefits Consultant

    Senior Vice President - Global Benefits Consultant

    Aon • New York, NY, United States
    [job_card.full_time] +1
    Senior Vice President - Global Benefits Consultant.Are you a Global Benefits (GB) expert interested in a great career opportunity that offers diversified leadership and global project and client ex...[show_more]
    [last_updated.last_updated_30] • [promoted]