Talent.com
VP; Financial Consultant - Seattle - South Lake Union, WA (Hiring Immediately)
VP; Financial Consultant - Seattle - South Lake Union, WA (Hiring Immediately)Charles Schwab • SEATTLE, WA, United States
[error_messages.no_longer_accepting]
VP; Financial Consultant - Seattle - South Lake Union, WA (Hiring Immediately)

VP; Financial Consultant - Seattle - South Lake Union, WA (Hiring Immediately)

Charles Schwab • SEATTLE, WA, United States
[job_card.30_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. Click the link below to review our Investment Professionals incentive structure.

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.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.

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.
  • Investment Professionals' Compensation | Charles Schwab
  • 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

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

    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 • SEATTLE, WA, United States

    [internal_linking.similar_jobs]
    Vice President, Investment Banking - Renewables

    Vice President, Investment Banking - Renewables

    Agentis Capital • Seattle, WA, United States
    [job_card.full_time] +1
    Vice President, Investment Banking - Renewables.Vice President, Investment Banking - Renewables.Agentis Capital Advisors is a leading global financial advisor with a reputation for delivering unpar...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Director of Financial Planning - Lead Strategic Clients

    Director of Financial Planning - Lead Strategic Clients

    Edelman Financial Engines • Federal Way, WA, United States
    [job_card.full_time]
    A financial planning firm in Seattle is seeking a Director of Financial Planning to provide outstanding financial advice. This role involves evaluating client needs and building positive relationshi...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Vice President, Sales, Key Accounts

    Vice President, Sales, Key Accounts

    Davita Inc. • Seattle, WA, United States
    [job_card.full_time]
    Xometry (NASDAQ : XMTR) powers the industries of today and tomorrow by connecting the people with big ideas to the manufacturers who can bring them to life. Xometry’s digital marketplace gives manufa...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Consultant - Seattle, WA

    Financial Consultant - Seattle, WA

    Fidelity Investments • Seattle, WA, United States
    [job_card.full_time]
    If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industr...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    VP Business Development Consulting Cloud Suite ACS

    VP Business Development Consulting Cloud Suite ACS

    Advatix • Seattle, WA, US
    [job_card.full_time]
    VP Business Development Consulting Cloud Suite ACS.The VP Business Development Consulting Cloud Suite ACS is a strategic lead role responsible for driving the company's profitable revenue growth th...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Vice President, Financial Planning Director - Western Region

    Vice President, Financial Planning Director - Western Region

    Morgan Stanley • Seattle, WA, United States
    [job_card.full_time]
    The Financial Planning Director (FPD) partners with Financial Advisors to deliver a comprehensive and personalized planning experience for high-net-worth (HNW) and ultra-high-net-worth (UHNW) clien...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Vice President of Finance - Strategic Nonprofit Leader Hybrid

    Vice President of Finance - Strategic Nonprofit Leader Hybrid

    Scion Staffing • Seattle, WA, United States
    [job_card.full_time]
    A nonprofit organization in Seattle is seeking a Vice President of Finance to lead financial operations and strategy.This full-time, hybrid role requires extensive financial management experience i...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Vice President, Treasury

    Vice President, Treasury

    Affirm • Seattle, WA, United States
    [job_card.full_time]
    Affirm is reinventing credit to make it more honest and friendly, giving consumers the flexibility to buy now and pay later without any hidden fees or compounding interest.We’re looking for a smart...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Window Treatment Sales Consultant - $3,000 Sign-On Bonus

    Window Treatment Sales Consultant - $3,000 Sign-On Bonus

    3 Day Blinds • Everett, WA, US
    [job_card.full_time]
    Day Blinds is a national retailer and manufacturer of quality, custom-made blinds, shades, draperies, and shutters.We are proud to be part of the Hunter Douglas family of brands.Over the last 40 ye...[show_more]
    [last_updated.last_updated_30] • [promoted]
    VP, Life Insurance Sales – Seattle Territory

    VP, Life Insurance Sales – Seattle Territory

    Protective Life Corporation • Seattle, WA, United States
    [job_card.full_time]
    A leading financial services firm is seeking an External Point of Sale Life Wholesaler in Seattle.This role involves wholesaling with Edward Jones Financial Advisors, leading seminars, and providin...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior Principal (Vice President), Consulting

    Senior Principal (Vice President), Consulting

    PG Forsta • Seattle, WA, United States
    [job_card.full_time]
    PG Forsta is the leading experience measurement, data analytics, and insights provider for complex industries-a status we earned over decades of deep partnership with clients to help them understan...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    [LUS] Financial Controller

    [LUS] Financial Controller

    Nidecker Group • Seattle, Washington, United States
    [job_card.full_time]
    [filters_job_card.quick_apply]
    Global Controller (Switzerland) + General Managers of Nidecker US Inc.North American multi-subsidiary operations.Seattle, Washington), providing financial leadership and ensuring consistent practic...[show_more]
    [last_updated.last_updated_30]
    Vice President, Strategic Finance

    Vice President, Strategic Finance

    Acumatica • Bellevue, WA, US
    [job_card.full_time]
    Acumatica is a company on a mission.We are a leading innovator in cloud ERP (Enterprise Resource Planning) solutions with growing businesses worldwide. But don’t take our word for it—rea...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    VP Sales, Global Growth

    VP Sales, Global Growth

    Flywheel • Seattle, WA, United States
    [job_card.full_time]
    Flywheel's suite of digital commerce solutions accelerate growth across all major digital marketplaces for the world's leading brands. We give clients access to near real-time performance measuremen...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    VP, Treasury Management Sales Consultant

    VP, Treasury Management Sales Consultant

    Cathay Bank - Headquarters • Bellevue, WA, United States
    [job_card.full_time]
    Are you enthusiastic, highly motivated, and have a strong work ethic? If yes, come join our team! At Cathay Bank - we strive to provide a caring culture that supports your aspirations and success....[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    VP of Sales, NA : Growth & Enterprise Leadership

    VP of Sales, NA : Growth & Enterprise Leadership

    Launch Consulting Group • Seattle, WA, United States
    [job_card.full_time]
    A dynamic consulting firm in Seattle is seeking a Vice President of Sales to provide strategic leadership and drive revenue growth. This role involves developing the sales team, engaging in enterpri...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Regional VP, Wealth Sales — Pacific (Remote)

    Regional VP, Wealth Sales — Pacific (Remote)

    Fisher Investments • Seattle, WA, United States
    [filters.remote]
    [job_card.full_time]
    A global investment firm is looking for a Regional Vice President of Sales to join their team.This role focuses entirely on sales and involves presenting wealth management solutions to high-net-wor...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    VP Sales

    VP Sales

    Adaptive6 • Seattle, WA, United States
    [job_card.full_time]
    Adaptive6 is the industry’s first Cloud Cost Governance platform, helping enterprises maximize cloud efficiency by optimizing their infrastructure. The platform continuously scans multi-cloud, PaaS,...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]