Talent.com
VP, Financial Consultant - Bedford, NH
VP, Financial Consultant - Bedford, NHCharles Schwab • TOWN OF BEDFORD, NH, United States
VP, Financial Consultant - Bedford, NH

VP, Financial Consultant - Bedford, NH

Charles Schwab • TOWN OF BEDFORD, NH, United States
9 hours ago
Job type
  • Full-time
Job description

Position Type : Regular

Your opportunity

In addition to the salary range, this role is also eligible for bonus or incentive opportunities.

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.
  • Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations 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

    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 • TOWN OF BEDFORD, NH, United States

    Related jobs
    Director of Financial Planning & Analysis (FP&A)

    Director of Financial Planning & Analysis (FP&A)

    Bevi • Boston, New Hampshire, USA
    Full-time
    Bevi is on a mission to transform how beverages are delivered and consumed.Our smart hydration systems eliminate the need for single-use bottles and cansmaking it easy fun and sustainable to stay h...Show more
    Last updated: 12 days ago • Promoted
    Consultant

    Consultant

    Pathways 2 Solutions • Franklin, New Hampshire, USA
    Full-time
    Pathways 2 Solutions (Pathways) stands apart through our unwavering commitment to creating real impact and improving the lives of Veterans. Our diverse team includes expert leaders communicators pro...Show more
    Last updated: 21 days ago • Promoted
    Vice President (VP), Consumer HealthHealth Tech Communications

    Vice President (VP), Consumer HealthHealth Tech Communications

    Porter Novelli • Boston, New Hampshire, USA
    Full-time
    Porter Novelli is a global communication company with offices across the US and internationally in London Mexico City and a shifting landscape of audience power our global network of sharp minds l...Show more
    Last updated: 16 days ago • Promoted
    VP, Securities Finance Product

    VP, Securities Finance Product

    Fidelity • Boston, New Hampshire, USA
    Full-time
    The individual will be part of a team that oversees the product development for the Fidelity Agency Lending business units. The team is responsible for creating and executing initiatives.Partnering ...Show more
    Last updated: 16 days ago • Promoted
    Vice President, Investor Relations

    Vice President, Investor Relations

    Shine Associates • Boston, New Hampshire, USA
    Full-time
    VICE PRESIDENT of INVESTOR RELATIONS.Shine Associates LLC has been retained to search identify and recruit a Vice President of Investor Relations (VPIR) on behalf of our client (Company).This posit...Show more
    Last updated: 8 days ago • Promoted
    Investment Consultant

    Investment Consultant

    City National Bank • Concord, NH, United States
    Full-time
    INVESTMENT CONSULTANT - Remote based in CO.Expand and deepen the network of Independent Financial Advisors, CPA's & attorneys referring clients to Rochdale and to communicate and meet high net wort...Show more
    Last updated: 13 days ago • Promoted
    Vice President, Finance

    Vice President, Finance

    Haemonetics • Boston, New Hampshire, USA
    Full-time
    We are constantly looking to add to our core talent.If you are seeking a career that is challenging and rewarding a work environment that is diverse and dynamic look no further Haemonetics is your...Show more
    Last updated: 16 days ago • Promoted
    Senior Fund Controller, Alternative Funds

    Senior Fund Controller, Alternative Funds

    Wellington Management • Boston, New Hampshire, USA
    Full-time
    Our investment solutions tailored to the unique return and risk objectives of institutional clients in more than 60 countries draw on a robust body of proprietary research and a collaborative cultu...Show more
    Last updated: 9 days ago • Promoted
    VP of Strategic Projects

    VP of Strategic Projects

    Banco Santander • Boston, New Hampshire, USA
    Full-time
    Country : United States of America.Santander is a global leader and innovator in the financial services industry.We believe that our employees are our greatest asset. Our focus is on fostering an enr...Show more
    Last updated: 14 days ago • Promoted
    2026 Summer Vice President, Real Estate

    2026 Summer Vice President, Real Estate

    Bain Capital • Boston, New Hampshire, USA
    Full-time
    With approximately $185 billion of assets under management Bain Capital is one of the worlds leading private investment firms. We create lasting impact for our investors teams businesses and the com...Show more
    Last updated: 9 days ago • Promoted
    Senior AssociateVice President, Portfolio Specialist

    Senior AssociateVice President, Portfolio Specialist

    Morgan Stanley • Boston, New Hampshire, USA
    Full-time
    Morgan Stanley Investment Management (MSIM) is one of the largest global asset management organizations of any full-service securities firm with more than 40 years of history a presence in twenty-f...Show more
    Last updated: 22 days ago • Promoted
    Senior Director, Financial Services Advisory (D&E)

    Senior Director, Financial Services Advisory (D&E)

    Ankura Consulting Group • Boston, New Hampshire, USA
    Full-time
    Ankura is a team of excellence founded on innovation and growth.Ankuras Financial Services Advisory Practice is seeking highly motivated Senior Directors to join our dynamic and growing team.We ser...Show more
    Last updated: 14 days ago • Promoted
    Senior Program Financial Analyst

    Senior Program Financial Analyst

    Leonardo DRS • Fitchburg, MA, United States
    Full-time
    The Leonardo DRS Naval Power Systems business is a trusted provider of innovative naval gas and hybrid power systems, control technology and support solutions for the U. Navy and navies around the w...Show more
    Last updated: 30+ days ago • Promoted
    Financial Controller

    Financial Controller

    The Colonnade Hotel • Boston, New Hampshire, USA
    Full-time
    Bostons historic Back Bay and features 285 stylishly appointed guest rooms and luxury suites.The Colonnade Hotel is known for its attentive service and unique guest offerings including Bostons only...Show more
    Last updated: 23 days ago • Promoted
    Director, Private Markets Accounting

    Director, Private Markets Accounting

    SS&C • Boston, New Hampshire, USA
    Full-time
    As a leading financial services and healthcare technology company based on revenue SS&C is headquartered in Windsor Connecticut and has 27000 employees in 35 countries.Some 20000 financial serv...Show more
    Last updated: 6 days ago • Promoted
    VP, Operations Excellence & Innovation

    VP, Operations Excellence & Innovation

    Ensemble Health Partners • Boston, New Hampshire, USA
    Full-time
    Thank you for considering a career at Ensemble Health Partners!.Ensemble Health Partners is a leading provider of technology-enabled revenue cycle management solutions for health systems including ...Show more
    Last updated: 23 days ago • Promoted
    VP, Financial Consultant - Bedford, NH

    VP, Financial Consultant - Bedford, NH

    Charles Schwab • Bedford, NH, United States
    Full-time
    Position Type : Regular Your opportunity In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Investment Professionals' Compensation | Charles Schwab (...Show more
    Last updated: 19 days ago • Promoted
    Financial Consulting Manager Finance as a Service

    Financial Consulting Manager Finance as a Service

    RSM • Boston, New Hampshire, USA
    Full-time
    We are the leading provider of professional services to the middle market globally our purpose is to instill confidence in a world of change empowering our clients and people to realize their full ...Show more
    Last updated: 7 days ago • Promoted