Talent.com
VP, Financial Consultant - Savannah, GA
VP, Financial Consultant - Savannah, GACharles Schwab • Savannah, GA, US
No longer accepting applications
VP, Financial Consultant - Savannah, GA

VP, Financial Consultant - Savannah, GA

Charles Schwab • Savannah, GA, US
30+ days ago
Job type
  • Full-time
Job description

Your Opportunity

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

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 is 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 addition 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

    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.
  • J-18808-Ljbffr

    Create a job alert for this search

    Financial Consultant • Savannah, GA, US

    Related jobs
    Principal CPA, Director of Tax

    Principal CPA, Director of Tax

    Revel CPA • Savannah, GA, US
    Full-time
    We work to make the world of business and taxes come alive for creative individuals and organizations! If we've done our job, these owners can breathe easy and sleep well at night knowing they're i...Show more
    Last updated: 30+ days ago • Promoted
    Warehouse Associate - Pooler, GA

    Warehouse Associate - Pooler, GA

    Plastic Express • Pooler, GA, US
    Full-time
    Come join a winning Team! Since 1970 Plastic Express has met the bulk trucking, bulk terminal, packaging, and warehousing needs of the plastics industry. Our strategic locations, modern systems, and...Show more
    Last updated: 30+ days ago • Promoted
    Residential Sales Consultant

    Residential Sales Consultant

    Service Experts • Pooler, GA, US
    Full-time +1
    Reports To : Sales Manager or General Manager Status : Full-time, Regular position Category : Sales Location Name : Coastal Air Service Experts Heating and Air Location Address : 79 Columbia Dr #105, Po...Show more
    Last updated: 18 days ago • Promoted
    Tax Director

    Tax Director

    GHI Staffing Solutions • Savannah, GA, US
    Full-time
    Hybrid remote / onsite 2-3 days per week.Undergraduate degree required, Master’s preferred.Comprehensive understanding of tax code / rules and implications. Experience preparing returns and resear...Show more
    Last updated: 30+ days ago • Promoted
    Financial Planning & Analysis Manager

    Financial Planning & Analysis Manager

    Parker Management • Savannah, GA, US
    Full-time
    Financial Planning & Analysis Manager.The Financial Planning and Analysis (FP&A) Manager is responsible for all issues related to strategic financial analysis and business analysis.They will create...Show more
    Last updated: 30+ days ago • Promoted
    VP of Trust & Fiduciary

    VP of Trust & Fiduciary

    QNBT • Savannah, GA, US
    Full-time
    Develops new trust accounts, services existing trust accounts, and performs daily functions for accounts under responsibility. Partners with third party money managers to purchase and sell various i...Show more
    Last updated: 30+ days ago • Promoted
    Regional Vice President

    Regional Vice President

    Surge • Savannah, GA, US
    Full-time
    The Regional Vice President is responsible for identifying, prospecting and securing business opportunities to support new revenue growth for a specific geographic area. This includes overall respon...Show more
    Last updated: 30+ days ago • Promoted
    Sales Representative

    Sales Representative

    LIBERTY NATIONAL • Richmond Hill, GA, US
    Full-time
    A Sales Career That Grows With You.Are you looking for a career path that gives you the freedom and flexibility to control your schedule, but also has the security and stability of a large company?...Show more
    Last updated: 30+ days ago • Promoted
    Remote Life Insurance Consultant – Full Training Provided

    Remote Life Insurance Consultant – Full Training Provided

    The Edelson Agency • Hardeeville, SC, US
    Remote
    Full-time
    Quick Apply
    Full job description Job Summary We are seeking a motivated Insurance Broker to join our team.The ideal candidate will be responsible for providing clients with tailored insurance solutions that me...Show more
    Last updated: 30+ days ago
    Sales Consultant - Bluffton / Hilton Head, SC

    Sales Consultant - Bluffton / Hilton Head, SC

    Sysco • Hilton Head Island, SC, US
    Full-time
    Company : US0137 Sysco Columbia, LLC.Sales Territory : US-SC-Bluffton, US-SC-Hilton Head.Compensation Information : The pay range provided is not indicative of Sysco's actual pay range but is merely a...Show more
    Last updated: 30+ days ago • Promoted
    Sales Consultant

    Sales Consultant

    Spieldenner Group Inc. • Hilton Head, SC, US
    Full-time
    Quick Apply
    We are looking for coachable entry-level or experienced Sales Specialists who want to grow personally and professionally to eventually provide leadership amongst a growing team.This is a virtual or...Show more
    Last updated: 30+ days ago
    Life Insurance Specialist - South Carolina

    Life Insurance Specialist - South Carolina

    The Auto Club Group • Hilton Head, SC, United States
    Full-time
    It's a great time to join AAA The Auto Club Group!.JOIN THE TEAM COMMITTED TO DRIVING YOUR CAREER FORWARD.Payment Terms : $1000 paid after 30 days of employment, $1500 paid after 90 days of employme...Show more
    Last updated: 3 days ago • Promoted
    Financial Solutions Advisor - Savannah

    Financial Solutions Advisor - Savannah

    Bank of America • Savannah, GA, US
    Full-time
    Bank Of America Financial Advisor.At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run ou...Show more
    Last updated: 30+ days ago • Promoted
    Licensed Clinical Social Worker

    Licensed Clinical Social Worker

    Headway • Hilton Heed Island, SC, US
    Full-time
    Licensed Clinical Social Worker (LCSW).Wage : Between $95-$122 an hour.Licensed Clinical Social Worker — Are you ready to launch or expand your private practice? . Headway is here to help you start ...Show more
    Last updated: 5 days ago • Promoted
    Licensed Counselor (LPC, LCSW, LMFT) - Rincon, GA

    Licensed Counselor (LPC, LCSW, LMFT) - Rincon, GA

    LifeStance Health • Rincon, GA, US
    Full-time
    At LifeStance Health, we believe in a truly healthy society where mental and physical healthcare are unified to make lives better. Our mission is to help people lead healthier, more fulfilling lives...Show more
    Last updated: 14 hours ago • Promoted • New!
    Clinical Psychologist - Savannah GA

    Clinical Psychologist - Savannah GA

    MRG Exams • Eden, GA, US
    Full-time
    Clinical Psychologist – Veteran Disability Assessments .We are seeking a dedicated Clinical Psychologist to join our team in performing medical assessments for U. Veterans as part of the VA's disabi...Show more
    Last updated: 30+ days ago • Promoted
    President

    President

    Clean Air Lawn Care, Inc. • Savannah, GA, United States
    Full-time
    Are you a natural leader with a passion for building strong teams? Do you dream of owning a profitable business while making a meaningful impact on the health and safety of your community? It’s tim...Show more
    Last updated: 2 days ago • Promoted
    Associate Financial Analyst FP&A

    Associate Financial Analyst FP&A

    General Dynamics • Savannah, GA, US
    Full-time
    Associate Financial Analyst FP&A.At Gulfstream, our people are at the heart of everything we do.We believe in inspiring and empowering every individual to reach their fullest potential.From workfor...Show more
    Last updated: 6 days ago • Promoted
    Associate Director- Equipment Finance Capital Markets (Remote)

    Associate Director- Equipment Finance Capital Markets (Remote)

    Atlantic Union Bank • Savannah, GA, US
    Remote
    Full-time
    Associate Director- Equipment Finance Capital Markets (Remote).Requisition Number : ASSOC009098.Salary Range : $103,046 USD to $171,947 USD. Locations : Cummings, GA 30028, USA.The Associate Director a...Show more
    Last updated: 30+ days ago • Promoted
    Benefits Sales Representative - Work From Home

    Benefits Sales Representative - Work From Home

    Hire Standard Staffing • Midway, GA, US
    Remote
    Full-time
    Crafting Brighter Futures for Families.At the forefront of specialized financial services, Globe Life helps families safeguard their assets and promises a profound purpose : ensuring a brighter futu...Show more
    Last updated: 13 days ago • Promoted