Talent.com
VP, Financial Consultant - Century City, CA
VP, Financial Consultant - Century City, CACharles Schwab • Montebello, CA, United States
VP, Financial Consultant - Century City, CA

VP, Financial Consultant - Century City, CA

Charles Schwab • Montebello, CA, 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 (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 :

  • 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 ( / summary-of-benefits) 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 • Montebello, CA, United States

    Related jobs
    VP, Financial Consultant - Century City, CA

    VP, Financial Consultant - Century City, CA

    Charles Schwab • Montebello, CA, US
    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: 1 day ago • Promoted
    VP of Enterprise Tech Strategy & Transformation

    VP of Enterprise Tech Strategy & Transformation

    Pacific Asset Management, LLC • Newport Beach, CA, United States
    Full-time
    A leading financial services firm in Newport Beach is seeking a VP, Technology Planning and Execution to shape and execute a transformative technology strategy. This role demands extensive experienc...Show more
    Last updated: 2 days ago • Promoted
    Generalists

    Generalists

    Quality Talent Group • Altadena, California, United States
    Full-time
    Quick Apply
    Our client is a leading force in advancing safer, smarter AI technology.Their work has been featured in.They've built a global community of expert contributors and have already paid out more th...Show more
    Last updated: 2 days ago
    Senior Vice President Finance

    Senior Vice President Finance

    Talent Elite Group • Newport Beach, CA, United States
    Full-time
    This range is provided by Talent Elite Group.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Recruiting Manager | Connecting Elite Talent with E...Show more
    Last updated: 9 days ago • Promoted
    District Manager - Life / Health Licensed | Build Leaders. Grow Your Business. Create Financial Freedom.

    District Manager - Life / Health Licensed | Build Leaders. Grow Your Business. Create Financial Freedom.

    InsuranceJobs.com • Los Angeles (County), California, United States
    Full-time
    At Optavise, leadership is about creating opportunities for yourself and the people you develop.As a District Manager, you’ll have the freedom to grow your business, mentor new agents, and cr...Show more
    Last updated: 16 days ago • Promoted
    Financial Consultant- Newport Beach, CA

    Financial Consultant- Newport Beach, CA

    Fidelity • Newport Coast, CA, 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: 30+ days ago • Promoted
    Vice President, Opportunistic Credit — High-Impact Investments

    Vice President, Opportunistic Credit — High-Impact Investments

    PIMCO Europe Ltd. • Newport Beach, CA, United States
    Full-time
    A leading global investment firm is seeking a Vice President for its opportunistic credit team in Newport Beach.The role involves identifying and managing special situation investments in corporate...Show more
    Last updated: 5 hours ago • Promoted • New!
    Payroll Specialist

    Payroll Specialist

    Vaco by Highspring • Altadena, California, United States
    Full-time
    Payroll Specialist who will be responsible time keeping records of employees’ hours worked as well as any deductions or withholdings required to comply with state and federal laws in all of our mar...Show more
    Last updated: 30+ days ago • Promoted
    Vice President, Private Strategies

    Vice President, Private Strategies

    PIMCO • Newport Coast, CA, US
    Full-time
    Vice President, Opportunistic Credit Team.PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients' capital across a range of fixe...Show more
    Last updated: 30+ days ago • Promoted
    SVP, Director Global Treasury Management

    SVP, Director Global Treasury Management

    Banc of California • Santa Ana, CA, United States
    Full-time
    SVP, Director Global Treasury Management.Be among the first 25 applicants.Get AI-powered advice on this job and more exclusive features. BANC OF CALIFORNIA AND YOUR CAREER.NYSE : BANC) is a bank hold...Show more
    Last updated: 10 hours ago • Promoted • New!
    Financial Analysis Consultant

    Financial Analysis Consultant

    Pacific Life • Newport Beach, CA, United States
    Full-time
    Providing for loved ones, planning rewarding retirements, saving enough for whatever lies ahead - our policyholders count on us to be there when it matters most. It's a big ask, but it's one that we...Show more
    Last updated: 18 days ago • Promoted
    Payroll Specialist (Contract)

    Payroll Specialist (Contract)

    Vaco by Highspring • Altadena, California, United States
    Full-time
    Payroll Specialist who will be responsible time keeping records of employees’ hours worked as well as any deductions or withholdings required to comply with state and federal laws in all of our mar...Show more
    Last updated: 30+ days ago • Promoted
    Vice President of Sales (Accounting SaaS / FinTech)

    Vice President of Sales (Accounting SaaS / FinTech)

    Altametrics • Costa Mesa, CA, United States
    Full-time
    Vice President of Sales (Accounting SaaS / FinTech) at Altametrics – Costa Mesa, CA.Role focuses on leading sales strategy, scaling a high-performing sales organization, refining go-to-market plans, ...Show more
    Last updated: 9 days ago • Promoted
    VP of Sales - Senior Living

    VP of Sales - Senior Living

    Clearwater Living • Newport Beach, CA, United States
    Full-time
    This range is provided by Clearwater Living.Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. If you are looking for a challenging and exciting op...Show more
    Last updated: 12 days ago • Promoted
    Vice President - Asset Management

    Vice President - Asset Management

    Bridge Homes • Newport Beach, CA, United States
    Full-time
    Vice President - Asset Management page is loaded## Vice President - Asset Managementlocations : Newport Beach, Californiatime type : Full timeposted on : Posted 3 Days Agojob requisition id : J...Show more
    Last updated: 30+ days ago • Promoted
    Vice President, Opportunistic Credit

    Vice President, Opportunistic Credit

    LGBT Great • Newport Beach, CA, United States
    Full-time
    Vice President, Opportunistic Credit • •## at### • •Description • •PIMCO is a global leader in active fixed income with deep expertise across public and private markets. We invest our clients’ capital ac...Show more
    Last updated: 23 days ago • Promoted
    Power BI Reporting Analyst

    Power BI Reporting Analyst

    Perfict Global, Inc. • Altadena, CA, United States
    Full-time
    Job Title : Power BI Reporting Analyst.Location : Pasadena, CA (remote / local - 1x a month onsite).Type : Contract - 6+ Months & CTH. Candidate expected to go into the office once a month for an in-pers...Show more
    Last updated: 15 days ago • Promoted
    SVP, Director, Financial Reporting

    SVP, Director, Financial Reporting

    Banc of California • Santa Ana, CA, United States
    Full-time
    NYSE : BANC) is a bank holding company headquartered in Los Angeles with one wholly‑owned banking subsidiary, Banc of California (the “bank”). Banc of California is one of the nation’s premier relati...Show more
    Last updated: 10 hours ago • Promoted • New!