Talent.com
VP, Financial Consultant - New York, NY (Flatiron)
VP, Financial Consultant - New York, NY (Flatiron)Charles Schwab • New York, NY, United States
[error_messages.no_longer_accepting]
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 (https : / / www.schwab.com / legal / compensation-advice / investment-professionals-compensation)

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 ( / summary-of-benefits) 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 of Finance- Global Asset Management Fund (New York)

    VP of Finance- Global Asset Management Fund (New York)

    Coda SearchStaffing • New York, NY, United States
    [job_card.full_time]
    Highly reputable global asset management firm is in search of a VP responsible for leading the corporate FP&A team and strategic finance. In this role, you will be performing various business case a...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    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_30] • [promoted]
    Vice President of Solutions, Financial Services

    Vice President of Solutions, Financial Services

    NYC Staffing • New York, NY, US
    [job_card.full_time]
    Vice President Of Solutions For Financial Services.As the Vice President of Solutions for the Financial Services (FS) vertical, you will lead the global strategy, innovation, and execution of Worki...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    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 Group is a top-tier global financial group.Headquartered in Tokyo and with a 400-year history, SMBC Group offers a diverse range of financial services, inc...[show_more]
    [last_updated.last_updated_30] • [promoted]
    VP of Finance (New York)

    VP of Finance (New York)

    Fourth Floor • New York, NY, United States
    [job_card.full_time]
    Our client, a leading CPG brand is seeking a highly experienced and motivated VP of Finance to oversee all financial operations and support ongoing growth. This senior leadership role includes respo...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    VP, Treasury (Portfolio Finance)

    VP, Treasury (Portfolio Finance)

    Coda Search│Staffing • New York, NY, US
    [job_card.full_time]
    Our firm is partnered with a midsize Credit Fund looking to expand and modernize their corporate treasury business unit.This firm is known for having a strong meritocratic and employee centric cult...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    Associate or VP, Financial Planning & Analysis (FP&A) – Credit

    Associate or VP, Financial Planning & Analysis (FP&A) – Credit

    26North • New York, NY, United States
    [job_card.full_time]
    North is a next-generation, integrated, multi-asset class investment platform, founded by Josh Harris.North provides investment advice and opportunities to its clients related to a variety of inves...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    VP, Finance & Corporate Controller (New York)

    VP, Finance & Corporate Controller (New York)

    Interparfums, Inc. • New York, NY, US
    [job_card.part_time]
    Part of the Interparfums group founded in 1982, Interparfums USA develops, manufactures and distributes prestige fragrances as the exclusive worldwide licensee for Abercrombie & Fitch, Anna Sui, DK...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    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]
    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]
    Financial Consultant (New York)

    Financial Consultant (New York)

    Equitable Advisors • New York, NY, United States
    [job_card.full_time]
    Our network of over 4,300 financial professionals across the U.In total, Equitable Advisors serves 2.Our mission is simple : to make a difference in the lives of others. If you are passionate about h...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]
    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, 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_30]
    Financial Consultant

    Financial Consultant

    TIAA • New York, NY, US
    [job_card.full_time]
    The Financial Consultant provides in person and virtual counseling for all participants, new entrants, prospects, beneficiaries and their legal and financial representatives on the complete spectru...[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]
    Investment Banking VP - Financial Sponsors

    Investment Banking VP - Financial Sponsors

    Selby Jennings • New York, NY, US
    [job_card.full_time]
    Our client, a leading global investment bank with a proven track record in sponsor coverage and complex deal execution, is seeking an accomplished Vice President to join their growing Financial Spo...[show_more]
    [last_updated.last_updated_variable_hours] • [promoted] • [new]