VP, Financial Consultant - Fort Lauderdale, FLCharles Schwab • Fort Lauderdale, FL, United States
VP, Financial Consultant - Fort Lauderdale, FL
Charles Schwab • Fort Lauderdale, FL, United States
30+ days ago
Job type
- Full-time
Job descriptionAbility 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. 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
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 (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 :
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 :
Create a job alert for this search
Financial Consultant • Fort Lauderdale, FL, United States
Related jobs
Korn Ferry has partnered with our client on their search for the role, Finance Manager (mostly remote, must live in Miami area).
A variety of soft skills and experience may be required for the follo...Show more
Institutional Sales – Equity Capital Markets (Associate to VP).Note : No relocation candidates; candidate must be willing to be present in the Fort Lauderdale office daily.Curvature Securities, LLC ...Show more Korn Ferry has partnered with our client on their search for Senior Financial Analyst (mostly remote, MUST live in Miami) $95-115k base.
Check out the role overview below If you are confident you ha...Show more 
Vice President of Finance - Solar will focus on the long-term success of the fast-growing Solar business Unit.The successful candidate integrates into the business by having primary responsibility ...Show more
Delaware North Sportservice is searching for a Controller to join our team at Miami Freedom Park in Miami, Florida.As Controller, you will be overseeing all financial and reporting functions for th...Show more
Shift Hours (8 Hours / 10 Hours / 12 Hours) : .Financial Analyst to join our Plant Controlling team.This role is a critical business partner to the plant management and operations teams, providing fin...Show more
Pompano Beach, FL or Sun City, FL.Our client is looking for a hands-on CFO to help spearhead the integration of a recent major acquisition and lead the business through its next stage of growth.Thi...Show more
A leading financial services firm located in Fort Lauderdale, FL, is seeking a strategic Vice President of Finance to lead financial operations and manage growth initiatives.This senior leadership ...Show more
Your Journey at Crowe Starts Here.At Crowe, you can build a meaningful and rewarding career.With real flexibility to balance work with life moments, you're trusted to deliver results and make an im...Show more
Make sure to apply quickly in order to maximise your chances of being considered for an interview Read the complete job description below.
In addition to the salary range, this role is also eligible...Show more
Lauderdale, FL The Opportunity Our client is a global equipment manufacturer who has hired us to seek out a Financial Analyst for their Ft.
This position is responsible for supporting profitability ...Show more
The Vice President of Reporting & Analytics is a strategic leader responsible for driving the company's data and analytics strategy in the healthcare (payor) industry.
This role leads a team of data...Show more A leading public accounting firm in Fort Lauderdale is seeking a strategic leader in the Capital Markets Tax practice.In this role, you will oversee a significant client portfolio, deliver advanced...Show more 
The Director of Finance with Bahia Mar Fort Lauderdale, a DoubleTree by Hilton, is responsible for overseeing, directing, and administering all financial operations of the hotel in the hotel's cont...Show more
A private investment office in Fort Lauderdale is seeking a Vice President of Finance to lead financial oversight for its portfolio companies.
This individual will develop budgeting and reporting st...Show more
A leading executive search firm is seeking a Chief Financial Officer (CFO) based in Florida.The successful candidate will guide financial strategy, oversee accounting and finance departments, ensur...Show more
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...Show more
Finance Manager (mostly remote, must live in Miami area)
Korn Ferry • Fort Lauderdale, Florida, US
Remote
Full-time
Last updated: 17 hours ago • Promoted • New!
Institutional Sales – Equity Capital Markets (Associate to VP)
Curvature Securities, LLC • Fort Lauderdale, FL, United States
Full-time
Last updated: 8 days ago • Promoted
Senior Financial Analyst (mostly remote, MUST live in Miami) $95-115k base
Korn Ferry • Fort Lauderdale, Florida, US
Remote
Full-time
Last updated: 17 hours ago • Promoted • New!
VP of Finance
Pacifica Continental • Fort Lauderdale, FL, United States
Full-time
Last updated: 10 days ago • Promoted
Controller, Miami Freedom Park
Delaware North • Hollywood, FL, US
Full-time +1
Last updated: 2 days ago • Promoted
Sr. Financial Analyst
22nd Century Technologies • Fort Lauderdale, FL, United States
Full-time
Last updated: 8 days ago • Promoted
Chief Financial Officer (CFO)
Gravity IT Resources • Fort Lauderdale, FL, United States
Full-time
Last updated: 30+ days ago • Promoted
Strategic VP of Finance & Growth Leader
Core Group Resources • Fort Lauderdale, FL, United States
Full-time
Last updated: 2 hours ago • Promoted • New!
Consultant - Sunrise, FL
Staffing • Fort Lauderdale, FL, US
Tax Managing Director, Financial Services (Capital Markets / Partnerships)
Crowe • Fort Lauderdale, FL, US
Full-time
Last updated: 7 days ago • Promoted
VP, Financial Consultant - Plantation, FL
Charles Schwab • Fort Lauderdale, Florida, US
Full-time
Last updated: 17 days ago • Promoted
Financial Analyst
Executive Avail-A-Search • Lazy Lake, FL, United States
Full-time
Last updated: 15 days ago • Promoted
Vice President, Reporting & Analytics
Convey Health Solutions • Fort Lauderdale, FL, United States
Full-time
Last updated: 30+ days ago • Promoted
Capital Markets Tax MD : Lead Growth & Strategy
Crowe • Fort Lauderdale, FL, US
Full-time
Last updated: 2 days ago • Promoted
Director of Finance - Bahia Mar Fort Lauderdale a Doubletree by Hilton
Signia by Hilton Atlanta • Fort Lauderdale, FL, US
Full-time
Last updated: 5 hours ago • Promoted • New!
Growth-Focused VP of Finance for Portfolio Companies
ICBD Holdings • Fort Lauderdale, FL, United States
Full-time
Last updated: 2 hours ago • Promoted • New!
Florida-based Strategic CFO & Growth Leader
Peskind Executive Search • Fort Lauderdale, FL, United States
Full-time
Last updated: 2 hours ago • Promoted • New!
VP, Financial Consultant - Fort Lauderdale, FL
Charles Schwab • Fort Lauderdale, FL, US
Full-time
Last updated: 1 day ago • Promoted