Talent.com
VP Financial Consultant - Albuquerque, NM
VP Financial Consultant - Albuquerque, NMCharles Schwab • Albuquerque, NM, US
VP Financial Consultant - Albuquerque, NM

VP Financial Consultant - Albuquerque, NM

Charles Schwab • Albuquerque, NM, US
3 days ago
Job type
  • Full-time
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

Create a job alert for this search

Financial Consultant • Albuquerque, NM, US

Related jobs
RN - INPATIENT PSYCH

RN - INPATIENT PSYCH

University of New Mexico - Hospitals • Cedar Crest, NM, US
Full-time
Relocation Assistance Available.Receive 17% Weekday Nights, 26% Weekend Nights and 15% Weekend Day shift differentials.Compensation for this role is based on a number of factors, including but not ...Show more
Last updated: 30+ days ago • Promoted
RN - INPATIENT SUPERVISOR

RN - INPATIENT SUPERVISOR

University of New Mexico - Hospitals • Sandia Park, NM, US
Full-time
Sign-On Bonus Available & .Relocation Assistance Available.Receive 17% Weekday Nights, 26% Weekend Nights and 15% Weekend Day shift differentials. Compensation for this role is based on a n...Show more
Last updated: 30+ days ago • Promoted
Remote Finance Director - AI Trainer ($50-$60 / hour)

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

Data Annotation • Rio Rancho, New Mexico
Remote
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: 1 day ago • Promoted
General Assistance Advocate Worker

General Assistance Advocate Worker

Pueblo of San Felipe • Algodones, NM, US
Full-time
The position is under the supervision of the Family Services Director and Tribal Administrator.The general assistance worker is responsible for the case management of tribal General Assistance (GA)...Show more
Last updated: 30+ days ago • Promoted
Remote Senior Financial Analyst ($50-$60 / hour)

Remote Senior Financial Analyst ($50-$60 / hour)

Data Annotation • Rio Rancho, New Mexico
Remote
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: 1 day ago • Promoted
Driver

Driver

Uber • Placitas, NM, US
Full-time +1
Driving with Uber is an alternative to a part-time or full-time job and can get you earning cash on the road quickly.Driving with Uber allows you to earn quick cash while maintaining the flexibilit...Show more
Last updated: 7 days ago • Promoted
Clinical Psychologist - Albuquerque NM

Clinical Psychologist - Albuquerque NM

MRG Exams • Cedar Crest, NM, US
Part-time
Clinical Psychologist – Veteran Disability Assessments .We are seeking a dedicated Clinical Psychologist to join our team in performing medical assessments for U. Veterans as part of the VA's disabi...Show more
Last updated: 30+ days ago • Promoted
Travel LPN / LVN

Travel LPN / LVN

GLC On-The-Go • Belen, NM, US
Full-time
GLC On-The-Go is seeking a LPN / LVN for a travel job in Belen, New Mexico.Job Description & Requirements.LPN LTC / SNF - Belen, NM - 8-week contract. GLC – Named Best Nurse Agency 2024&ndas...Show more
Last updated: 30+ days ago • Promoted
Counselor Social Worker II - Behavioral Health Clinic - Part-time

Counselor Social Worker II - Behavioral Health Clinic - Part-time

UNM Medical Group, Inc. • Rio Rancho, NM, United States
Full-time
Counselor Social Worker II to join our Behavioral Health Clinic.This opportunity is a part-time (0.FTE 20 hours a week) day shift opening that is 100% on-site in Rio Rancho, New Mexico.Sign-on Bonu...Show more
Last updated: 30+ days ago • Promoted
Travel LPN / LVN - $1,194 per week - Urgently Hiring

Travel LPN / LVN - $1,194 per week - Urgently Hiring

ISC Healthcare • Belen, NM, United States
Full-time
ISC Healthcare is seeking a LPN / LVN for a travel job in Belen, New Mexico.Job Description & Requirements.ISC Healthcare Job ID #17165427. Pay package is based on 12 hour shifts and 36.Posted job t...Show more
Last updated: 30+ days ago • Promoted
Remote Investment Analyst – AI Trainer ($50-$60 / hour)

Remote Investment Analyst – AI Trainer ($50-$60 / hour)

Data Annotation • Rio Rancho, New Mexico
Remote
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: 1 day ago • Promoted
Travel Physical Therapist - $2,700 per week

Travel Physical Therapist - $2,700 per week

CompHealth Inc. • Cedar Crest, NM, United States
Permanent
Physical Therapist for a travel job in Cedar Crest, New Mexico.Job Description & Requirements.Interested in this assignment? Or maybe you still have not found what you are looking for? Contact one ...Show more
Last updated: 30+ days ago • Promoted
Travel Physical Therapist

Travel Physical Therapist

CompHealth Inc. • Los Lunas, NM, US
Permanent
Physical Therapist for a travel job in Los Lunas, New Mexico.Job Description & Requirements.CompHealth services are always free to you. Let us do the heavy lifting and handle the headache of cre...Show more
Last updated: 30+ days ago • Promoted
Director of Financial Aid

Director of Financial Aid

Unitek Learning • Albuquerque, NM, US
Full-time
As a leading healthcare education organization, Unitek Learning's family of schools helps thousands of students launch and accelerate their careers every year. As a rapidly growing and highly succes...Show more
Last updated: 30+ days ago • Promoted
Remote FP&A Manager – AI Trainer ($50-$60 / hour)

Remote FP&A Manager – AI Trainer ($50-$60 / hour)

Data Annotation • Rio Rancho, New Mexico
Remote
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: 1 day ago • Promoted
Travel LPN / LVN - $1,075 per week - Urgently Hiring

Travel LPN / LVN - $1,075 per week - Urgently Hiring

ISC Healthcare • Belen, NM, United States
Full-time
ISC Healthcare is seeking a LPN / LVN for a travel job in Belen, New Mexico.Job Description & Requirements.ISC Healthcare Job ID #17113989. Pay package is based on 12 hour shifts and 36.Posted job t...Show more
Last updated: 30+ days ago • Promoted
Remote Financial Analyst - AI Trainer ($50-$60 / hour)

Remote Financial Analyst - AI Trainer ($50-$60 / hour)

Data Annotation • Rio Rancho, New Mexico
Remote
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: 1 day ago • Promoted
Financial Analyst - Fully Remote - Must have a NM Residence

Financial Analyst - Fully Remote - Must have a NM Residence

UNM Medical Group, Inc. • Albuquerque, NM, United States
Remote
Full-time +1
This opportunity is a full-time day shift opening located in Albuquerque, New Mexico.Position-Selected candidate must have a permanent address and live in New Mexico or be willing to relocate to Ne...Show more
Last updated: 15 days ago • Promoted