Talent.com
VP, Financial Consultant - Grand Rapid, MI
VP, Financial Consultant - Grand Rapid, MICharles Schwab • GRAND RAPIDS, MI, United States
VP, Financial Consultant - Grand Rapid, MI

VP, Financial Consultant - Grand Rapid, MI

Charles Schwab • GRAND RAPIDS, MI, United States
[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 • GRAND RAPIDS, MI, United States

    [internal_linking.similar_jobs]
    Side Income Opportunity - Work Your Own Hours

    Side Income Opportunity - Work Your Own Hours

    Finance Buzz • Grant, Michigan, US
    [job_card.part_time] +1
    We’re offering a part-time opportunity for individuals who want to earn extra cash without disrupting their main job or studies. This role gives you the freedom to work from home at your own pace, l...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Resident Service Technician

    Resident Service Technician

    Bell and Howell LLC • Caledonia, MI, US
    [job_card.full_time]
    Bell and Howell delivers technology-driven.Our Automation Services bring a dedicated team of expert mechatronic service engineers completely covering North America and backed by our Integrated 360&...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote Opinion Consultant (Hiring Immediately)

    Remote Opinion Consultant (Hiring Immediately)

    Maxion Research • Jenison, Michigan, US
    [filters.remote]
    [job_card.part_time]
    Join Our Part-Time Research Studies Today!.Are you eager to earn extra income from the comfort of your home? We are looking for motivated individuals to participate in paid research studies includi...[show_more]
    [last_updated.last_updated_30] • [promoted]
    VP of Finance

    VP of Finance

    PrimeFlight Aviation Services Inc. • Grand Rapids, MI, United States
    [job_card.full_time]
    The Vice President of Finance is responsible for the executive oversight of all financial operations, including accounting, accounts payable, accounts receivable, financial reporting, budgeting, fo...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    1st, 2nd, &3rd Shift Resident Aide

    1st, 2nd, &3rd Shift Resident Aide

    Railside Assisted Living Center • Byron Center, MI, US
    [job_card.full_time] +1
    Full Time and Part Time Availability.Based on experience and certifications hourly range $15.Compensation based on experience. You do not need a license to work at our assisted living—we can h...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Hiring Now - Work from Home - No Experience

    Hiring Now - Work from Home - No Experience

    OCPA • Solon township, Michigan, us
    [filters.remote]
    [job_card.part_time] +1
    Product Testers are wanted to work from home nationwide in the US to fulfill upcoming contracts with national and international companies. We guarantee 15-25 hours per week with an hourly pay of bet...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Strategic VP of Finance & Growth Leader

    Strategic VP of Finance & Growth Leader

    Wedgwood Christian Services • Grand Rapids, MI, United States
    [job_card.full_time]
    A community-focused organization in Grand Rapids is seeking a VP of Finance to provide operational leadership for all financial activities. This role involves managing daily finance operations, ensu...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Family Ride Driver - Make a Difference - Flexible Work

    Family Ride Driver - Make a Difference - Flexible Work

    Copilot Careers • Kent City, MI, US
    [job_card.full_time]
    Make a difference in your community while earning up to $50 per ride with HopSkipDrive’s $500 Welcome Guarantee! Terms apply. We partnered with HopSkipDrive to find responsible CareDrivers to provid...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    VP, M&A & Financial Advisory Leader

    VP, M&A & Financial Advisory Leader

    MarshBerry • Grand Rapids, MI, United States
    [job_card.full_time]
    A leading consulting firm in Grand Rapids is seeking a Vice President of Investment Banking to lead transaction teams and manage client relationships. The role involves conducting financial analysis...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Travel Psychology in Michigan

    Travel Psychology in Michigan

    AlliedTravelCareers • Grand Rapids, Michigan, US
    [job_card.full_time]
    Competitive weekly pay (inquire for details) .AlliedTravelCareers is working with LocumTenens.Job Reference Id : ORD-189070-PhD-MI. Dates Needed : June for 6 months with the option to extend.Board C...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Income Tax Professional

    Income Tax Professional

    Dematic Corp. (ILD-US) • Grand Rapids, MI, United States
    [job_card.full_time]
    Dematic is seeking an Income Tax Professional, focused on US income tax compliance and tax accounting.This role is a key member of our core tax team that is responsible for the income tax function ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Investor Reconciliations & Reporting Specialist- HYBRID

    Investor Reconciliations & Reporting Specialist- HYBRID

    Member First Mortgage LLC • Grand Rapids, MI, US
    [job_card.full_time]
    Investor Reconciliations & Reporting Specialist.Member First Mortgage is seeking an Investor Reconciliations & Reporting Specialist to join our Accounting team! If you enjoy working with la...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Drive with Doordash - No CDL license needed

    Drive with Doordash - No CDL license needed

    DoorDash • Casnovia, Michigan, United States
    [job_card.full_time]
    No CDL needed / No commercial drivers license Why Deliver with DoorDash? DoorDash is the #1 category leader in food delivery, food pickup, and convenience store delivery in the US, trusted by milli...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Work from Home

    Work from Home

    HomeJobFinder • Sand Lake, MI
    [filters.remote]
    [job_card.full_time]
    Remote Opportunity : Link Posting Marketing Rep (No Experience Needed!) Are you self-driven, reliable, and ready to earn from anywhere? We’re looking for motivated individuals to jo...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Financial Consultant

    Financial Consultant

    NYL and NYLIFE Securities • Grand Rapids, MI, US
    [job_card.full_time]
    Our mission is to provide financial security and peace of mind through our insurance, annuity, and investment solutions.We act with integrity and humanity in all our interactions with our policy ow...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Caregiver

    Caregiver

    Quality Home Care : Michigan Private Duty Aides • Kent City, MI, US
    [job_card.full_time]
    Company : Quality Home Care Michigan .The Caregiver / Home Care Aide provides non-medical, in-home support and assistance with Activities of Daily Living (ADLs) & Instrumental Activit...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Data Annotation • Wyoming, Michigan
    [filters.remote]
    [job_card.full_time] +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the quality of ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Transaction Advisory Services Senior Consultant

    Transaction Advisory Services Senior Consultant

    Plante Moran • Grand Rapids, MI, United States
    [job_card.full_time]
    Our "we-care" culture is more than just a motto; it's a promise.From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achi...[show_more]
    [last_updated.last_updated_30] • [promoted]