Talent.com
VP, Financial Consultant - Northbrook, IL

VP, Financial Consultant - Northbrook, IL

Charles SchwabNORTHBROOK, IL, United States
30+ days 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. 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 tohelping clients own their financial futures. In this exciting role, you'llgive clients financial guidance while forming lasting relationshipsbuilt on trust, respect, and reaching a common goal. You'll 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, 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 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 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
  • PDN-9ff6c2f9-a5ac-4afe-a13e-ba22cc4e8d9b

    Create a job alert for this search

    Financial Consultant • NORTHBROOK, IL, United States

    Related jobs
    • Promoted
    Financial Consultant

    Financial Consultant

    EmpowerChicago, IL, US
    Full-time
    Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career...Show moreLast updated: 30+ days ago
    • Promoted
    VP, Financial Consultant - Oak Brook, IL

    VP, Financial Consultant - Oak Brook, IL

    Charles SchwabOAK BROOK, IL, United States
    Full-time
    In 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 Professi...Show moreLast updated: 26 days ago
    • Promoted
    Remote Financial Planner - AI Trainer

    Remote Financial Planner - AI Trainer

    Data AnnotationOak Lawn, Illinois
    Remote
    Full-time +1
    We are looking for a finance professional to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problems to improve the q...Show moreLast updated: 26 days ago
    • Promoted
    Sys VP Financial Systems

    Sys VP Financial Systems

    Common Spirit HealthChicago, IL, US
    Full-time
    The posted compensation range of $104.CommonSpirit in good faith believes it might pay for this particular job, based on the circumstances at the time of posting. CommonSpirit may ultimately pay mor...Show moreLast updated: 30+ days ago
    • Promoted
    Vice President, Client Partner with Financial Services

    Vice President, Client Partner with Financial Services

    NTT DATA, Inc.Chicago, IL, United States
    Full-time
    Regional Banks & Credit Union Segment Leader - Midwest, Northeast, or Southeast US Region.NTT DATA strives to hire exceptional, innovative and passionate individuals who want to grow with us.If you...Show moreLast updated: 28 days ago
    • Promoted
    VP, Financial Consultant - Chicago, IL (Wacker Drive)

    VP, Financial Consultant - Chicago, IL (Wacker Drive)

    Charles SchwabChicago, IL, US
    Full-time
    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 impac...Show moreLast updated: 30+ days ago
    VP, Financial Planning & Analysis

    VP, Financial Planning & Analysis

    Ryan Specialty GroupUSA, Illinois, Chicago
    Full-time
    The Vice President, Financial Planning and Analysisprovides advice and guidance to leaders on future financial plans, investigates ways to improve profitability, analyzes markets for business oppor...Show moreLast updated: 30+ days ago
    • Promoted
    VP, Business Marketing, Consulting

    VP, Business Marketing, Consulting

    VizientChicago, IL, US
    Full-time
    When you're the best, we're the best.We instill an environment where employees feel engaged, satisfied and able to contribute their unique skills and talents while living and working as their authe...Show moreLast updated: 30+ days ago
    • Promoted
    Sales Account Executive - Remote

    Sales Account Executive - Remote

    Riverside PaymentsHighland Park, Illinois, US
    Remote
    Full-time
    Job Summary Riverside Payments is one of the largest and fastest growing merchant services companies in the nation.We give businesses the ability to accept debit and credit cards as a form of payme...Show moreLast updated: 30+ days ago
    • Promoted
    Financial Consultant - Orland Park, IL

    Financial Consultant - Orland Park, IL

    Fidelity InvestmentsOrland Park, IL, 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 moreLast updated: 6 days ago
    • Promoted
    Financial Consultant - North LaSalle, IL

    Financial Consultant - North LaSalle, IL

    Fidelity InvestmentsChicago, IL, 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 moreLast updated: 6 days ago
    • Promoted
    • New!
    VP, Financial Consultant - Oak Brook, IL (OAK BROOK)

    VP, Financial Consultant - Oak Brook, IL (OAK BROOK)

    Charles SchwabOAK BROOK, IL, US
    Full-time
    In 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 Professi...Show moreLast updated: 3 hours ago
    • Promoted
    Investment Banking Vice President - Financial Services, Insurance

    Investment Banking Vice President - Financial Services, Insurance

    William BlairChicago, IL, United States
    Full-time
    Solutions for Today’s Challenges.Vision for Tomorrow’s Opportunities.Join William Blair, the Premier Global Partnership.William Blair has delivered trusted advice for nine decades, and we continue ...Show moreLast updated: 30+ days ago
    • Promoted
    Psychologist- Competitive Pay - Highland Park, IL

    Psychologist- Competitive Pay - Highland Park, IL

    LifeStance HealthHighland Park, IL, 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 moreLast updated: 30+ days ago
    • Promoted
    Financial Consultant - Schaumburg, IL

    Financial Consultant - Schaumburg, IL

    Fidelity InvestmentsSchaumburg, IL, 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 moreLast updated: 6 days ago
    • Promoted
    VP, Financial Consultant - Northbrook, IL - Competitive Bonus and Incentive Structure (Hiring Immediately)

    VP, Financial Consultant - Northbrook, IL - Competitive Bonus and Incentive Structure (Hiring Immediately)

    Charles SchwabNORTHBROOK, IL, US
    Full-time
    In 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 Professio...Show moreLast updated: 7 days ago
    • Promoted
    Region VP, Finance

    Region VP, Finance

    SyscoChicago, IL, US
    Full-time
    This is an executive Finance position responsible for directing and coordinating activities of department, region, administrative division, or specific function of the financial institution by perf...Show moreLast updated: 30+ days ago
    • Promoted
    VP, Financial Planning & Analysis

    VP, Financial Planning & Analysis

    Ryan SpecialtyChicago, IL, US
    Full-time
    Vice President, Financial Planning And Analysis.The Vice President, Financial Planning and Analysis provides advice and guidance to leaders on future financial plans, investigates ways to improve p...Show moreLast updated: 30+ days ago