Talent.com
VP, Financial Consultant- Alexandria, VA
VP, Financial Consultant- Alexandria, VACharles Schwab • Washington, DC, US
No longer accepting applications
VP, Financial Consultant- Alexandria, VA

VP, Financial Consultant- Alexandria, VA

Charles Schwab • Washington, DC, US
30+ days ago
Job type
  • Full-time
Job description

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 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.
  • 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 • Washington, DC, US

    Related jobs
    Valuation Manager

    Valuation Manager

    VirtualVocations • Alexandria, Virginia, United States
    Full-time
    A company is looking for a Valuation Manager, responsible for leading and managing business valuation engagements across various industries. Key Responsibilities Lead and manage business valuation...Show more
    Last updated: 30+ days ago • Promoted
    Financial Controller

    Financial Controller

    VirtualVocations • Rockville, Maryland, United States
    Full-time
    A company is looking for a Financial Controller to oversee global accounting operations and financial reporting.Key Responsibilities Lead global accounting operations, including general ledger an...Show more
    Last updated: 30+ days ago • Promoted
    Senior Financial Manager CBDP (Top Secret Clearance Required)

    Senior Financial Manager CBDP (Top Secret Clearance Required)

    St. Michael's Inc. • Fort Belvoir, VA, United States
    Full-time
    Do you currently hold an active Top Secret clearance (TS / SCI preferred)? Do you have extensive experience with audit, accounting, and DoD Planning, Programming, Budgeting, and Execution (PPBE)? Do ...Show more
    Last updated: 24 days ago • Promoted
    Finance Manager

    Finance Manager

    VirtualVocations • Alexandria, Virginia, United States
    Full-time
    A company is looking for a Finance Manager to lead financial control and support value reporting within the GBS team.Key Responsibilities Ensure robust financial control, accurate reporting, and ...Show more
    Last updated: 30+ days ago • Promoted
    Finance Director

    Finance Director

    VirtualVocations • Alexandria, Virginia, United States
    Full-time
    A company is looking for a Director of Finance & Accounting.Key Responsibilities Serve as lead accountant for client businesses and oversee the client team to ensure value delivery Manage client...Show more
    Last updated: 30+ days ago • Promoted
    Finance Director, US Defense

    Finance Director, US Defense

    VirtualVocations • Alexandria, Virginia, United States
    Full-time
    A company is looking for a Finance Director, US Defense FP&A (Full-time Remote).Key Responsibilities Lead financial efforts for the US Defense Segment, including cost discussions and capital stra...Show more
    Last updated: 5 days ago • Promoted
    Financial Manager

    Financial Manager

    VirtualVocations • Rockville, Maryland, United States
    Full-time
    A company is looking for a Financial Manager - Commercial.Key Responsibilities Act as a financial resource between the Commercial Sales team, Finance organization, and Business unit management P...Show more
    Last updated: 30+ days ago • Promoted
    AI Portfolio Manager

    AI Portfolio Manager

    VirtualVocations • Alexandria, Virginia, United States
    Full-time
    A company is looking for an AI Portfolio Manager.Key Responsibilities Operate the portfolio, maintaining roadmap, capacity plans, and dependency maps Co-own ROI baselines and realization; drive ...Show more
    Last updated: 6 days ago • Promoted
    Bitcoin Wealth Director

    Bitcoin Wealth Director

    VirtualVocations • Alexandria, Virginia, United States
    Full-time
    A company is looking for a Director to manage high-net-worth clients and guide them through their Bitcoin journey.Key Responsibilities Generate new leads and opportunities through various channel...Show more
    Last updated: 22 hours ago • Promoted • New!
    Director of Finance

    Director of Finance

    VirtualVocations • Alexandria, Virginia, United States
    Full-time
    A company is looking for a Director of Finance.Key Responsibilities Own P&L forecast cycles and long-range planning, building integrated financial models Manage monthly reporting, KPI analysis, ...Show more
    Last updated: 30+ days ago • Promoted
    State Licensed Actuarial Director

    State Licensed Actuarial Director

    VirtualVocations • Alexandria, Virginia, United States
    Full-time
    A company is looking for a Director, Actuarial Services.Key Responsibilities Analyze and interpret financial data to address business questions regarding financial projections Recruit, mentor, a...Show more
    Last updated: 30+ days ago • Promoted
    Texas Licensed Auto Finance Manager

    Texas Licensed Auto Finance Manager

    VirtualVocations • Alexandria, Virginia, United States
    Full-time
    A company is looking for an Auto Finance Commercial Relationship Manager to manage and deepen customer relationships in the automotive finance sector. Key Responsibilities : Develop new client rela...Show more
    Last updated: 6 days ago • Promoted
    Senior Manager, SAP Finance

    Senior Manager, SAP Finance

    VirtualVocations • Alexandria, Virginia, United States
    Full-time
    A company is looking for a Senior Manager, SAP Finance Product Lead.Key Responsibilities Lead and develop a team while supporting change management efforts during system migration Oversee the de...Show more
    Last updated: 4 days ago • Promoted
    Portfolio Manager - Impact Accelerators

    Portfolio Manager - Impact Accelerators

    VirtualVocations • Alexandria, Virginia, United States
    Full-time
    A company is looking for a Portfolio Manager - Impact Accelerators - HRSD.Key Responsibilities Create and maintain a portfolio of Impact accelerators across ServiceNow technical domains Communic...Show more
    Last updated: 5 days ago • Promoted
    State Licensed Financial Controller

    State Licensed Financial Controller

    VirtualVocations • Rockville, Maryland, United States
    Full-time
    A company is looking for a Financial Controller to manage financial operations and reporting.Key Responsibilities Manage day-to-day accounting operations in compliance with US GAAP standards Ove...Show more
    Last updated: 22 hours ago • Promoted • New!
    Lead Financial Advisor

    Lead Financial Advisor

    VirtualVocations • Alexandria, Virginia, United States
    Full-time
    A company is looking for a Lead Financial Advisor.Key Responsibilities Provide personalized financial advice, including equity compensation planning and retirement planning, to clients Develop a...Show more
    Last updated: 18 days ago • Promoted
    Finance Manager, HIPAA Compliance

    Finance Manager, HIPAA Compliance

    VirtualVocations • Rockville, Maryland, United States
    Full-time
    A company is looking for a Manager, Business Unit FP&A.Key Responsibilities Manage cross-functional projects to drive Business Unit objectives and operational efficiency Lead financial initiativ...Show more
    Last updated: 4 days ago • Promoted
    Finance AI Manager

    Finance AI Manager

    VirtualVocations • Alexandria, Virginia, United States
    Full-time
    A company is looking for a Manager, Finance AI and FP&A.Key Responsibilities Lead financial planning cycles and develop advanced financial models Implement AI tools to optimize finance processes...Show more
    Last updated: 3 days ago • Promoted