Talent.com
VP, Financial Consultant - Orlando, FL (National B
VP, Financial Consultant - Orlando, FL (National BCharles Schwab • Sanford, FL, United States
No longer accepting applications
VP, Financial Consultant - Orlando, FL (National B

VP, Financial Consultant - Orlando, FL (National B

Charles Schwab • Sanford, FL, United States
1 day ago
Job type
  • Full-time
Job description

Position Type : Regular

Your opportunity

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. ?

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.

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.

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

Investment Professionals' Compensation | Charles Schwab

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
  • Create a job alert for this search

    Financial Consultant • Sanford, FL, United States

    Related jobs
    VP / SVP Professional ServicesNewRemote

    VP / SVP Professional ServicesNewRemote

    Enterra Solutions • Orlando, FL, US
    Full-time
    Vice President / Senior Vice President, Professional Services US Remote East Coast required / Northeast or Mid-Atlantic Regions. Enterra Solutions is introducing the world's top brands and market lea...Show more
    Last updated: 21 days ago • Promoted
    Financial Analyst / Orlando, FL (HYBRID TELEWORK)

    Financial Analyst / Orlando, FL (HYBRID TELEWORK)

    Lockheed Martin Corporation • Orlando, FL, United States
    Full-time +1
    We are committed to work life balance by promoting this HYBRID TELEWORK opportunity.These job requirements allow the employee to work at a Lockheed Martin-designated office or job site for part of ...Show more
    Last updated: 25 days ago • Promoted
    Vice President, Investor Relations

    Vice President, Investor Relations

    TTM Technologies • Orlando, FL, US
    Full-time
    Vice President of Investor Relations.We are seeking an experienced and dynamic Vice President, Investor Relations (IR) to join our team. The Vice President of Investor Relations will play a key role...Show more
    Last updated: 5 days ago • Promoted
    Vice President, Finance

    Vice President, Finance

    Klass • Orlando, FL, US
    Full-time +1
    Vice President, Finance (VP Finance).Reports to : Chief Financial Officer.Location : Open to candidates anywhere in Canada (who will work remotely), preference for GTA location (hybrid / flexible worki...Show more
    Last updated: 21 days ago • Promoted
    VP OF FINANCE

    VP OF FINANCE

    Institute of Management Accountants, Inc. • Orlando, FL, United States
    Full-time
    We’re seeking a hands‑on, strategic Vice President of Finance with a strong background in construction or manufacturing.The ideal candidate is someone who can dive deep into the numbers, understand...Show more
    Last updated: 6 hours ago • Promoted • New!
    Chief Financial Officer – Non-Profit (5208)

    Chief Financial Officer – Non-Profit (5208)

    NextPath Career Partners • Orlando, FL, United States
    Full-time
    Chief Financial Officer – Non-Profit.We are looking for an experienced financial leader to serve as the Chief Financial Officer for a nonprofit organization dedicated to mission-driven work in Orla...Show more
    Last updated: 10 days ago • Promoted
    Vice President, Fund Accounting Manager

    Vice President, Fund Accounting Manager

    BNY Mellon • Lake Mary, FL, United States
    Full-time
    At BNY, our culture allows us to run our company better and enables employees' growth and success.As a leading global financial services company at the heart of the global financial system, we infl...Show more
    Last updated: 24 days ago • Promoted
    Financial Advisor - Orlando

    Financial Advisor - Orlando

    Synovus • Winter Park, FL, United States
    Full-time
    This is a commissioned sales position providing investment consultation to the public on stock, bonds, annuities, mutual funds and other securities. Incumbent adheres to applicable laws, regulations...Show more
    Last updated: 17 days ago • Promoted
    Business Consultant - FL

    Business Consultant - FL

    Vensure • Orlando, FL, US
    Full-time
    We are a proud work-from-office company.If you're ready to work on-site in a dynamic, global company, we'd love to hear from you. Vensure Employer Solutions is the largest privately held organizatio...Show more
    Last updated: 30+ days ago • Promoted
    Financial Professional - Retirement Benefits Group - FL, Orlando (5136)

    Financial Professional - Retirement Benefits Group - FL, Orlando (5136)

    Equitable Services • Orlando, FL, United States
    Full-time
    Financial Professional - Retirement Benefits Group - FL, Orlando (5136) ( 240000K9 ).Join Equitable Advisors : A Pathway to Possibilities and Positive Impact. Are you ready to make a real difference ...Show more
    Last updated: 17 days ago • Promoted
    VP OF FINANCE

    VP OF FINANCE

    Vaco by Highspring • Maitland, FL, US
    Permanent
    We’re seeking a hands-on, strategic.The ideal candidate is someone who can.WIP reporting, and project-based accounting.Lead monthly, quarterly, and annual financial closings in accordance with GAAP...Show more
    Last updated: 30+ days ago • Promoted
    AI Finance - Senior - Tech Consulting - Location Open

    AI Finance - Senior - Tech Consulting - Location Open

    EY • Orlando, FL, United States
    Full-time
    Location : Chicago, Akron, Arlington, Atlanta, Austin, Baltimore, Birmingham, Boca Raton, Boston, Buffalo, Charleston, Charlotte, Chattanooga, Chicago, Cincinnati, Cleveland, Columbia, Columbus, Dal...Show more
    Last updated: 4 days ago • Promoted
    Vice President of Products, Financials Business

    Vice President of Products, Financials Business

    Blackbaud • Orlando, FL, US
    Full-time
    You will lead the Financials Product team for Blackbaud including direct management of product managers to define global product strategy, end-to-end product vision and roadmaps that guide all area...Show more
    Last updated: 20 days ago • Promoted
    Financial Consultant - Longwood & Winter Park area

    Financial Consultant - Longwood & Winter Park area

    DFCU Financial • Longwood, FL, United States
    Full-time
    Join the DFCU Financial team today, and discover the benefits, rewards and development opportunities from one of the largest and best managed credit unions in the country.We are seeking a successfu...Show more
    Last updated: 25 days ago • Promoted
    Public Company - VP of Finance - Path to CFO

    Public Company - VP of Finance - Path to CFO

    GJL Partners • Orlando, FL, United States
    Full-time
    Public Company - VP of Finance - Path to CFO.GJL Partners has been retained on a fantastic VP of Finance search with a publicly traded company. This role will require our incumbent to be prepared to...Show more
    Last updated: 30+ days ago • Promoted
    Regional Director - Greater Florida Financial Group

    Regional Director - Greater Florida Financial Group

    Prudential Annuities Distributors (PAD) • Orlando, FL, United States
    Part-time
    Regional Director Job Posting • • Our firm footprint is growing! We are looking for a Regional Director who will serve as a member of our executive leadership team and is responsible for market gro...Show more
    Last updated: 11 days ago • Promoted
    VP, Financial Consultant - Orlando, FL (National Branch - Southeast)

    VP, Financial Consultant - Orlando, FL (National Branch - Southeast)

    Charles Schwab • Oviedo, Florida, US
    Full-time
    All potential candidates should read through the following details of this job with care before making an application.At Schwab, you're empowered to make an impact on your career.Here, innovative t...Show more
    Last updated: 2 days ago • Promoted
    VP, Business DevelopmentNew York

    VP, Business DevelopmentNew York

    Ensemble Travel Group • Orlando, FL, US
    Full-time
    Vice President, Business Development.Ensemble Travel Group is a leading travel agency consortium of top-tier agencies throughout the U. Canada that was established in 1968.Acquired by Navigatr Group...Show more
    Last updated: 21 days ago • Promoted