Talent.com
VP, Financial Consultant - Fort Lauderdale, FL
VP, Financial Consultant - Fort Lauderdale, FLCharles Schwab • FORT LAUDERDALE, FL, United States
No longer accepting applications
VP, Financial Consultant - Fort Lauderdale, FL

VP, Financial Consultant - Fort Lauderdale, FL

Charles Schwab • FORT LAUDERDALE, FL, United States
30+ 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 • FORT LAUDERDALE, FL, United States

    Related jobs
    Financial Consultant I

    Financial Consultant I

    Principal Financial Group, Inc. • USA, Florida, Miami
    Full-time +1
    Retirement and Income Solutions Principal Connection team.In this role, you'll serve as our primary customer service contact, providing a high level of value and service while developing effective ...Show more
    Last updated: 3 days ago
    Leasing Consultant, Coconut Creek

    Leasing Consultant, Coconut Creek

    Forest Properties Manag • Coconut Creek, FL, US
    Full-time
    Forest Properties Management, Inc.Leasing Consultant for our Olivine property located in Coconut Creek, FL.As the first point of contact, the Leasing Consultant provides high-quality customer servi...Show more
    Last updated: 2 hours ago • Promoted • New!
    Executive Director Finance

    Executive Director Finance

    SoTalent • Fort Lauderdale, FL, US
    Full-time
    Position : Director of Financial Operations – Healthcare Services.Our client is seeking a senior finance and operations leader to oversee the full scope of business and financial activities for a pr...Show more
    Last updated: 13 days ago • Promoted
    VP / SVP Asset Management

    VP / SVP Asset Management

    Hays • Miami, FL, United States
    Full-time
    Join a dynamic and forward-thinking organization with a strong presence in the hospitality industry, committed to delivering exceptional guest experiences and maximizing the value of its resort por...Show more
    Last updated: 13 days ago • Promoted
    Financial Consultant - Coral Gables, FL

    Financial Consultant - Coral Gables, FL

    Fidelity • Miami, FL, US
    Full-time
    If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industr...Show more
    Last updated: 2 days ago • Promoted
    Clinical Director (Physical Therapist)

    Clinical Director (Physical Therapist)

    FYZICAL Therapy and Balance Centers • Coral Springs, FL, US
    Full-time
    Exponentially increase the value of your Physical Therapy degree when you join FYZICAL, the nation's leading PT company, as our Clinical Director in Coral Springs, FL!.Our independently owned p...Show more
    Last updated: 30+ days ago • Promoted
    Asst. Director, Financial Assistance

    Asst. Director, Financial Assistance

    University of Miami • Coral Gables, FL, United States
    Full-time
    Director, Financial Assistance page is loaded.Director, Financial Assistance.Apply locations Coral Gables, FL time type Full time posted on Posted 13 Days Ago job requisition id R100087838.If you a...Show more
    Last updated: 30+ days ago • Promoted
    VP, Financial Consultant - Fort Lauderdale, FL

    VP, Financial Consultant - Fort Lauderdale, FL

    Charles Schwab • Fort Lauderdale, FL, United States
    Full-time
    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
    Last updated: 30+ days ago • Promoted
    Investment Consultant - Coral Gables, FL

    Investment Consultant - Coral Gables, FL

    Fidelity • Miami, FL, US
    Full-time
    You joined the financial services industry to make a difference in the lives of your clients.At Fidelity, we have a relentless commitment to our clients. Come join a firm that is a stable industry l...Show more
    Last updated: 2 days ago • Promoted
    Director, Visa Consulting and Analytics, (VCA), S&O Finance

    Director, Visa Consulting and Analytics, (VCA), S&O Finance

    Visa • Miami, FL, US
    Full-time
    Director, Visa Consulting and Analytics, (VCA), S&O Finance.Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchant...Show more
    Last updated: 21 days ago • Promoted
    Financial Consultant - Coral Gables, FL

    Financial Consultant - Coral Gables, FL

    Fidelity Investments • Coral Gables, FL, United States
    Full-time
    If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industr...Show more
    Last updated: 30+ days ago • Promoted
    Vice President of Processing Solutions

    Vice President of Processing Solutions

    NationsBenefits • Plantation, FL, United States
    Full-time
    NationsBenefits is recognized as one of the fastest growing companies in America and a Healthcare Fintech provider of supplemental benefits, flex cards, and member engagement solutions.We partner w...Show more
    Last updated: 10 hours ago • Promoted • New!
    Vice President of Treasury

    Vice President of Treasury

    Pacifica Continental • Miami, FL, United States
    Full-time
    Design and execute short and long-term treasury strategies aligned with the company’s financial objectives and regulatory standards. Oversee the liquidity profile and ensure compliance with internal...Show more
    Last updated: 30+ days ago • Promoted
    VP, Financial Consultant - Plantation, FL

    VP, Financial Consultant - Plantation, FL

    Charles Schwab • Fort Lauderdale, FL, United States
    Full-time
    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
    Last updated: 26 days ago • Promoted
    VP, Financial Consultant - Boca Raton, FL

    VP, Financial Consultant - Boca Raton, FL

    Charles Schwab • Boca Raton, FL, United States
    Full-time
    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
    Last updated: 30+ days ago • Promoted
    Vice President of Investor Relations

    Vice President of Investor Relations

    Titan America • Boca Raton, FL, US
    Full-time
    The Vice President of Investor Relations (VP of IR) is a key leadership team member responsible for developing and leading a robust investor relations and corporate communications function that enh...Show more
    Last updated: 9 days ago • Promoted
    Financial Analyst-Miami, FL

    Financial Analyst-Miami, FL

    Staffing • Miami, FL, US
    Full-time
    Location : Miami, FL - Hybrid Duration : 6 months.Job description : The main functions of a financial analyst are to gather and analyze financial information. will typically conduct quantitative analy...Show more
    Last updated: 30+ days ago • Promoted
    Physician / Florida / Permanent / VP - Financial Reporting Job

    Physician / Florida / Permanent / VP - Financial Reporting Job

    Tandym Health • Miami, FL, US
    Permanent
    An investment services firm in Florida is currently seeking an experienced Finance professional to join their team in Miami as their newVP - Financial Reporting. The VP - Financial Reporting will : .M...Show more
    Last updated: 30+ days ago • Promoted