Talent.com
VP, Financial Consultant- Reston, VA
VP, Financial Consultant- Reston, VACharles Schwab • RESTON, VA, United States
No longer accepting applications
VP, Financial Consultant- Reston, VA

VP, Financial Consultant- Reston, VA

Charles Schwab • RESTON, VA, 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.

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, we’re committed to empowering our employees’ personal and professional success. Our flexible work options, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.

    We offer a competitive benefits package that takes care of the whole you – both today and in the future :

  • Base salary
  • 401(k) with company match and Employee stock purchase plan
  • Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service
  • Paid parental leave and family building benefits
  • Tuition reimbursement
  • Health, dental, and vision insurance
  • Investment Professionals' Compensation | Charles Schwab

    Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage origina tions 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

  • In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
  • 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 • RESTON, VA, United States

    Related jobs
    VP Sales

    VP Sales

    Aspire • Reston, VA, United States
    Full-time
    Are you an experienced sales professional ready to make a meaningful impact? We're looking for a.This role combines strategic deal-making with mentoring Account Executives to become high-performing...Show more
    Last updated: 7 days ago • Promoted
    Cybersecurity Financial Services Director

    Cybersecurity Financial Services Director

    Guidehouse • McLean, VA, United States
    Full-time
    We are seeking a dynamic and experienced.This role is pivotal in shaping client engagements, leading multidisciplinary teams, and delivering transformative cybersecurity solutions to banks, insurer...Show more
    Last updated: 15 days ago • Promoted
    Life Sciences Managing Director

    Life Sciences Managing Director

    NSF International • Germantown, MD, United States
    Full-time
    Director, Life Sciences for North America (Hybrid Germantown, MD).Medical Device, Pharma, Clinical, and Training teams spanning across US and Canada - ensuring achievement of financial and business...Show more
    Last updated: 3 days ago • Promoted
    Senior Strategic Business & Financial Management Consultant

    Senior Strategic Business & Financial Management Consultant

    WISC Enterprises, LLC • Springfield, VA, US
    Full-time
    Senior Strategic Business & Financial Management Consultant.At WiSC, we prioritize integrity, collaboration, and continuous growthensuring our employees are empowered to contribute meaningfully, ad...Show more
    Last updated: 1 day ago • Promoted
    Financial Solutions Advisor - Southern Virginia Market

    Financial Solutions Advisor - Southern Virginia Market

    Bank of America • Woodbridge, VA, US
    Full-time
    This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making ...Show more
    Last updated: 30+ days ago • Promoted
    Financial Controller – US & Canada

    Financial Controller – US & Canada

    BSI Group • Herndon, Virginia, USA
    Full-time +1
    We exist to create positive change for people and the planet.Join us and make a difference too!.Financial Controller US & Canada. Herndon VA (Hybrid minimum 2 days per week in the office).Fina...Show more
    Last updated: 17 days ago • Promoted
    Director, Visa Consulting & Analytics

    Director, Visa Consulting & Analytics

    Visa • Ashburn, VA, United States
    Full-time
    Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more t...Show more
    Last updated: 6 days ago • Promoted
    Controller

    Controller

    Latitude • Montgomery Village, MD, US
    Full-time
    Germantown, MD / Rockville, MD / Bethesda, MD / Montgomery Village, MD.Client Opportunities Accounting Openings.We're seeking an experienced Controller to oversee accounting operations and provide...Show more
    Last updated: 30+ days ago • Promoted
    Senior Financial Improvement Management Consultant - Public Sector, Defense

    Senior Financial Improvement Management Consultant - Public Sector, Defense

    BDO USA • Falls Church, VA, US
    Full-time
    BDO is seeking a manager level professional to support project delivery activities for US Defense agencies.The individual in this position will provide financial improvement, transformation, and au...Show more
    Last updated: 30+ days ago • Promoted
    Cybersecurity Financial Services Director

    Cybersecurity Financial Services Director

    Dovel Technologies, Inc • Mc Lean, VA, US
    Full-time
    US - VA, McLean : US - Remote (Any location).Client Leadership & Strategy.Serve as a trusted advisor to financial services clients, including banks, investment firms, and insurance providers.L...Show more
    Last updated: 11 days ago • Promoted
    Sr. Financial Analyst

    Sr. Financial Analyst

    Thermo Fisher • Frederick, MD, US
    Full-time
    Work Schedule : Standard (Mon-Fri).Environmental Conditions : Office.Reports To : Sr Finance Manager Global Manufacturing CSD. We are seeking a highly skilled and experienced Sr.Financial Analyst to jo...Show more
    Last updated: 30+ days ago • Promoted
    Vice President of Federal Financial Services-(Consulting)

    Vice President of Federal Financial Services-(Consulting)

    MetaPhase Consulting • Reston, Virginia, USA
    Full-time
    Federal agencies tackle complex problems in pursuit of delivering their mission to taxpayers.We are individuals with different passions and strengths who take as much joy in the work we do as from ...Show more
    Last updated: 17 days ago • Promoted
    VP, LT Sales - Americas (Remote)

    VP, LT Sales - Americas (Remote)

    KLDiscovery • McLean, VA, United States
    Remote
    Full-time
    KLDiscovery offers an exciting opportunity to leverage your talents and make a meaningful impact in a dynamic, fast-growing technology and services organization. We are a global company offering tec...Show more
    Last updated: 30+ days ago • Promoted
    Senior Director Business Development

    Senior Director Business Development

    Leonardo DRS • Germantown, MD, United States
    Full-time
    DRS RADA Technologies, a subsidiary of Leonardo DRS, is focused on proprietary radar solutions and legacy avionics systems supporting the defense industry globally. The company is a global pioneer o...Show more
    Last updated: 27 days ago • Promoted
    Sr. Financial Analyst

    Sr. Financial Analyst

    CGI • Fairfax, Virginia, USA
    Full-time
    CGI Federal - Making a real impact.By playing this video you consent to Google / YouTube processing your data and using cookies. We are seeking a highly skilled Sr.Financial Analyst to provide expert ...Show more
    Last updated: 11 days ago • Promoted
    Financial Advisor RIA Firm Germantown, MD

    Financial Advisor RIA Firm Germantown, MD

    Advisor Employee Services • Germantown, Maryland, USA
    Full-time
    Are you looking to expand your career and to be part of a successful team Are you driven self-motivated and customer focused If you enjoy working closely with clients developing long-term relations...Show more
    Last updated: 22 days ago • Promoted
    Personal Financial Counselor Fort Detrick, MD

    Personal Financial Counselor Fort Detrick, MD

    Msccn • Frederick, Maryland, USA
    Full-time
    ATTENTION MILITARY AFFILIATED JOB SEEKERS.Our organization works with partner companies to source qualified talent for their open roles. The following position is available to.Veterans Transitioning...Show more
    Last updated: 18 days ago • Promoted
    Vice President of Federal Financial Services

    Vice President of Federal Financial Services

    Metaphase Consulting • Reston, VA, US
    Full-time
    Vice President Of Federal Financial Services.At MetaPhase, we work at the intersection of mission and technology, helping Federal agencies tackle complex problems in pursuit of delivering their mis...Show more
    Last updated: 25 days ago • Promoted