Talent.com
VP, Financial Consultant - New York, NY (Flatiron)
VP, Financial Consultant - New York, NY (Flatiron)Charles Schwab • NEW YORK, NY, United States
VP, Financial Consultant - New York, NY (Flatiron)

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

Charles Schwab • NEW YORK, NY, United States
[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, 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

    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, United States

    [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, FIG Partnerships and Sales

    VP, FIG Partnerships and Sales

    LendingClub • Jackson Heights, NY, US
    [job_card.full_time]
    Head Of Fig Partnerships And Sales.LendingClub's Marketplace is responsible for raising highly diversified capital to fund loan products on the platform through institutional and bank sales channel...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Director, Segment Financial Controller in Enterprise Financial Control

    Director, Segment Financial Controller in Enterprise Financial Control

    Citigroup • New York, NY, US
    [job_card.full_time]
    Director, Segment Financial Controller in Enterprise Financial Control.Working at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from a...[show_more]
    [last_updated.last_updated_30] • [promoted]
    VP of Finance : SaaS Growth, FP&A & Fundraising

    VP of Finance : SaaS Growth, FP&A & Fundraising

    Tabs • New York, NY, United States
    [job_card.full_time]
    A leading AI-native revenue platform in New York is seeking a VP of Finance to lead all financial strategy and operations. This role includes managing forecasting, budgeting, and financial reporting...[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]
    Vice President of Investment (Structured Finance)

    Vice President of Investment (Structured Finance)

    Coda Search│Staffing • New York, NY, United States
    [job_card.full_time]
    Vice President of Investment (Structured Finance).Vice President of Investment (Structured Finance).Be among the first 25 applicants. Get AI-powered advice on this job and more exclusive features.Th...[show_more]
    [last_updated.last_updated_30] • [promoted]
    VP, Strategic Finance

    VP, Strategic Finance

    Flex • New York, NY, US
    [job_card.full_time]
    Flex is a growth-stage, NYC headquartered FinTech company that is creating the best rent payment experience.It's hard to believe that it's 2025 and paying rent on time is expensive, inflexible, and...[show_more]
    [last_updated.last_updated_30] • [promoted]
    Treasury Financial Planning & Analysis, Vice President

    Treasury Financial Planning & Analysis, Vice President

    JPMorgan Chase Bank, N.A. • New York, NY, United States
    [job_card.full_time]
    Join the Commercial & Investment Bank (CIB) Treasury P&A team, a critical function responsible for deliverables across Balance Sheet, FTP (Funds Transfer Pricing) / NII (Net Interest Income), Legal E...[show_more]
    [last_updated.last_updated_1_day] • [promoted]
    Consulting Group Sales, Hybrid - VP

    Consulting Group Sales, Hybrid - VP

    Morgan Stanley • New York, NY, US
    [job_card.full_time]
    Morgan Stanley is a leading global financial services firm providing a wide range of investment banking, securities, investment management and wealth management services. The Firm's employees serve ...[show_more]
    [last_updated.last_updated_30] • [promoted]
    VP, Financial Consultant - New York, NY (Flatiron)

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

    Charles Schwab • New York, NY, United States
    [job_card.full_time]
    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 (...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    VP of Finance & Growth Strategy — FP&A & M&A

    VP of Finance & Growth Strategy — FP&A & M&A

    Exponent Partners • New York, NY, United States
    [job_card.full_time]
    A growing healthcare SaaS platform in New York is seeking a VP of Finance to lead financial operations and strategic FP&A. This role involves managing the P&L, driving budgeting, and collaborating w...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Financial Consultant

    Financial Consultant

    Quantam • New York, NY, United States
    [job_card.full_time]
    Powerwell is a leading recruitment firm helping our clients discover top talent.We are recruiting for a Financial Consultant. Candidates must be located in the Buffalo, NY region and will be allowed...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    VP, Leveraged Finance – NYC Deals Leader

    VP, Leveraged Finance – NYC Deals Leader

    Santander US • New York, NY, United States
    [job_card.full_time]
    A leading financial institution is seeking an Investment Banking Vice President for the Leveraged Finance team in New York. This role involves structuring, negotiating, and executing financial solut...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    VP, FP&A

    VP, FP&A

    Rag & Bone • New York, New York, NY, US
    [job_card.full_time]
    [filters_job_card.quick_apply]
    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]
    Investment Banking Vice President, Leveraged Finance - New York

    Investment Banking Vice President, Leveraged Finance - New York

    Banco Santander SA • New York, NY, United States
    [job_card.full_time]
    Investment Banking Vice President, Leveraged Finance - New York page is loaded## Investment Banking Vice President, Leveraged Finance - New Yorklocations : Madison Ave Corptime type : Full timepo...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    VP, Financial Consultant - New York, NY (Midtown)

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

    NYC Staffing • New York, NY, US
    [job_card.full_time]
    Financial Consultant Opportunity.In addition to the salary range, this role is also eligible for bonus or incentive opportunities. At Schwab, you're empowered to make an impact on your career.Here, ...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    VP of Finance & FP&A : PE-Backed Growth Leader

    VP of Finance & FP&A : PE-Backed Growth Leader

    Exponent • New York, NY, United States
    [job_card.full_time]
    A dynamic healthcare SaaS platform in New York seeks a VP of Financial Operations to lead FP&A and finance operations.This role entails managing P&L, guiding budgeting and forecasting, and enhancin...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]
    Senior VP, Financial Institutions Group – IB

    Senior VP, Financial Institutions Group – IB

    Guggenheim Partners • New York, NY, United States
    [job_card.full_time]
    A leading investment firm in New York is seeking an experienced Vice President for its Financial Institutions Group.The ideal candidate will have 6-9 years of investment banking experience and a st...[show_more]
    [last_updated.last_updated_variable_days] • [promoted]