Talent.com
VP, Financial Consultant - Phoenix, AZ (National Branch)
VP, Financial Consultant - Phoenix, AZ (National Branch)Charles Schwab • Phoenix, AZ, United States
VP, Financial Consultant - Phoenix, AZ (National Branch)

VP, Financial Consultant - Phoenix, AZ (National Branch)

Charles Schwab • Phoenix, AZ, United States
30+ days ago
Job type
  • Full-time
Job description

Position Type : Regular

Your opportunity

At Schwab, youre 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.

We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.

Schwabs branch team is at the heart of our firms commitment tohelping clients own their financial futures. In this exciting role, youllgive clients financial guidance while forming lasting relationshipsbuilt on trust, respect, and reaching a common goal. Youll alsohavethe ability totake charge of your own professional journey with oursupportive, 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, youll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a teamsetting, 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 clients 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

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

    Investment Professionals Compensation | Charles Schwab

    Whats in it for you

    At Schwab, youre 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
  • PDN-a02cfc96-65e6-434b-821b-f840235685bd

    Create a job alert for this search

    Phoenix Az Phoenix • Phoenix, AZ, United States

    Related jobs
    VP, Business Consultant

    VP, Business Consultant

    Osaic • Scottsdale, AZ, US
    Full-time
    Vice President, Business Consultant.Preferred Location(s) : 2300 Windy Ridge Parkway, Atlanta, GA 30339 877 Executive Center Drive West, St. Petersburg, FL 33702 7755 Third Street North, Oakdale, MN ...Show more
    Last updated: 21 days ago • Promoted
    Vice President, Portfolio Finance

    Vice President, Portfolio Finance

    Arevon Energy • Scottsdale, AZ, US
    Full-time
    Vice President, Portfolio Finance.America with affordable, reliable, and secure homegrown energy.Headquartered in Scottsdale, Arizona, and with a regional office in New York City, the company's exp...Show more
    Last updated: 30+ days ago • Promoted
    Remote VP Client Consulting

    Remote VP Client Consulting

    VirtualVocations • Scottsdale, AZ, US
    Remote
    Full-time
    A company is looking for a VP Client Consulting to work remotely from anywhere in the U.Understand client business objectives and conduct regular advisory meetings to ensure alignment.Execute a con...Show more
    Last updated: 4 days ago • Promoted
    Financial Consultant (Remote Eligible)

    Financial Consultant (Remote Eligible)

    RemoteWorker US • Goodyear, AZ, US
    Remote
    Full-time
    Financial Consultant (Remote Eligible).Be among the first 25 applicants.Financial Consultant (Remote Eligible).Our vision for the future is based on the idea that transforming financial lives start...Show more
    Last updated: 13 days ago • Promoted
    Assistant Vice President, Tax Overlay

    Assistant Vice President, Tax Overlay

    LPL Financial • Tempe, AZ, US
    Full-time
    Assistant Vice President of Tax Overlay.At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence.You will play a pivotal ...Show more
    Last updated: 16 days ago • Promoted
    VP, Financial Consultant - Phoenix, AZ (National Branch) (PHOENIX)

    VP, Financial Consultant - Phoenix, AZ (National Branch) (PHOENIX)

    Charles Schwab • PHOENIX, AZ, US
    Part-time
    At Schwab, youre 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....Show more
    Last updated: 13 hours ago • Promoted • New!
    VAS - Institutional Funds Consultant

    VAS - Institutional Funds Consultant

    CBRE • Phoenix, AZ, US
    Full-time
    VAS - Institutional Funds Consultant.Service line : Advisory Segment.Areas of Interest : Valuations / Appraisal.Location(s) : Atlanta - Georgia - United States of America, Baltimore - Maryland - United ...Show more
    Last updated: 10 days ago • Promoted
    Financial Consultant - Financial Solutions Branch - Phoenix, AZ

    Financial Consultant - Financial Solutions Branch - Phoenix, AZ

    Charles Schwab • Paradise Valley, AZ, United States
    Full-time
    Position Type : Regular Your opportunity 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” a...Show more
    Last updated: 19 days ago • Promoted
    Vice President, Business Solutions

    Vice President, Business Solutions

    W.R. Berkley • Scottsdale, AZ, US
    Full-time
    Vice President, Business Solutions.Nautilus Insurance is seeking a Vice President, Business Solutions.This role will be located in our Scottsdale, AZ headquarters. The VP is a key member of the exec...Show more
    Last updated: 30+ days ago • Promoted
    VP, Investment Products

    VP, Investment Products

    LPL Financial • Tempe, AZ, US
    Full-time
    At LPL Financial, we empower professionals to shape their success while helping clients pursue their financial goals with confidence. This leader will drive continual platform enhancements to offer ...Show more
    Last updated: 16 days ago • Promoted
    VP, Financial Consultant - Phoenix, AZ (National Branch)

    VP, Financial Consultant - Phoenix, AZ (National Branch)

    Charles Schwab • Scottsdale, AZ, US
    Full-time
    Position Type : Regular Your opportunity 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” a...Show more
    Last updated: 16 hours ago • Promoted • New!
    Financial Consultant

    Financial Consultant

    Public Consulting Group • Phoenix, AZ, US
    Full-time
    Public Consulting Group LLC (PCG) is a leading public sector solutions implementation and operations improvement firm that partners with health, education, and human services agencies to improve li...Show more
    Last updated: 7 days ago • Promoted
    VP, Timeline Management

    VP, Timeline Management

    Finance of America Holdings LLC • Phoenix, AZ, US
    Full-time
    At Finance of America, we help homeowners unlock the joy that comes from realizing the full potential of their retirement. Many people have significant wealth tied up in their homes and want to use ...Show more
    Last updated: 30+ days ago • Promoted
    VP, Financial Consultant - Phoenix, AZ (National Branch) (Scottsdale)

    VP, Financial Consultant - Phoenix, AZ (National Branch) (Scottsdale)

    Charles Schwab • Scottsdale, AZ, US
    Part-time
    At Schwab, youre 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....Show more
    Last updated: 13 hours ago • Promoted • New!
    VP, Financial Consultant - Phoenix, AZ (National Branch) (Glendale)

    VP, Financial Consultant - Phoenix, AZ (National Branch) (Glendale)

    Charles Schwab • Glendale, AZ, US
    Part-time
    At Schwab, youre 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....Show more
    Last updated: 13 hours ago • Promoted • New!
    VP, Financial Consultant - Phoenix, AZ (National Branch) (Tempe)

    VP, Financial Consultant - Phoenix, AZ (National Branch) (Tempe)

    Charles Schwab • Tempe, AZ, US
    Part-time
    At Schwab, youre 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....Show more
    Last updated: 13 hours ago • Promoted • New!
    VP, Financial Consultant - Phoenix, AZ (National Branch) (Hiring Immediately)

    VP, Financial Consultant - Phoenix, AZ (National Branch) (Hiring Immediately)

    Charles Schwab • PHOENIX, AZ, US
    Full-time
    At Schwab, youre 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....Show more
    Last updated: 2 days ago • Promoted
    VP, Financial Consultant - Phoenix, AZ (National Branch) (Paradise Valley)

    VP, Financial Consultant - Phoenix, AZ (National Branch) (Paradise Valley)

    Charles Schwab • Paradise Valley, AZ, US
    Part-time
    At Schwab, youre 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....Show more
    Last updated: 13 hours ago • Promoted • New!
    Financial Consultant - Financial Solutions Branch- Phoenix, AZ

    Financial Consultant - Financial Solutions Branch- Phoenix, AZ

    Charles Schwab • Scottsdale, AZ, United States
    Full-time
    Position Type : Regular Your opportunity In addition to the salary range, this role is also eligible for branch bonus and incentive opportunities. Click the link below to review our Investment Profes...Show more
    Last updated: 19 days ago • Promoted
    Investment Consultant - Century City, CA

    Investment Consultant - Century City, CA

    TieTalent • Glendale, AZ, US
    Full-time
    Investment Consultant - Century City, CA.At Schwab, you're empowered to make an impact on your career.Here, innovative thought meets creative problem solving, helping us "challenge the status ...Show more
    Last updated: 7 days ago • Promoted