Talent.com
VP, Financial Consultant- Reston, VA
VP, Financial Consultant- Reston, VACharles Schwab • Reston, VA, US
VP, Financial Consultant- Reston, VA

VP, Financial Consultant- Reston, VA

Charles Schwab • Reston, VA, US
11 hours ago
Job type
  • Full-time
Job description

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” 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. What’s in it for you : At Schwab, we’re committed to empowering our employees’ personal and professional success. Our flexible work options, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry. We offer a competitive benefits package that takes care of the whole you – both today and in the future : Base salary 401(k) with company match and Employee stock purchase plan Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service Paid parental leave and family building benefits Tuition reimbursement Health, dental, and vision insurance Investment Professionals' Compensation | Charles Schwab Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage origina tions 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. 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 • Reston, VA, US

Related jobs
Senior Financial Consultant (Montgomery Village)

Senior Financial Consultant (Montgomery Village)

Atlantic Union Bank • Montgomery Village, MD, United States
Full-time
This position is responsible for providing investment solutions to individuals and businesses, managing client goals and objectives and maintaining client relationships. The Senior Financial Consult...Show more
Last updated: 30+ days ago • Promoted
Vice President, Finance Washington, District of Columbia, United States

Vice President, Finance Washington, District of Columbia, United States

Hillel International • Washington, DC, United States
Full-time
Washington, District of Columbia, United States.Applications submitted through the Hillel International website will NOT be considered. To apply, please send your resume to Jamie Hamlin : jhamlin@tso...Show more
Last updated: 30+ days ago • Promoted
Vice President, Financial Planning & Analysis

Vice President, Financial Planning & Analysis

Truth Initiative • Washington, DC, United States
Full-time
The Vice President, Financial Planning & Analysis reports to the Senior Vice President, Grants and Contracts, and has a commitment to Truth Initiative’s mission and culture.The Vice President suppo...Show more
Last updated: 30+ days ago • Promoted
VP Underwriting

VP Underwriting

DataAnnotation • Washington, DC, United States
Full-time +1
Be among the first 25 applicants.We are looking for a VP Underwriting to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and solve problem...Show more
Last updated: 30+ days ago • Promoted
VP, Senior Wealth Consultant - Ultra High Net Worth

VP, Senior Wealth Consultant - Ultra High Net Worth

Charles Schwab • Falls Church, VA, United States
Full-time
Position Type : Regular Your opportunity •In addition to a base salary (range posted), this role is also eligible for bonus or incentive opportunities • Candidate must reside or be willing to rel...Show more
Last updated: 30+ days ago • Promoted
Investment Consultant- Potomac, MD

Investment Consultant- Potomac, MD

Charles Schwab • Potomac, Maryland, US
Full-time
Have you got the right qualifications and skills for this job Find out below, and hit apply to be considered.At Schwab, you're empowered to make an impact on your career. Here, innovative thought me...Show more
Last updated: 11 days ago • Promoted
VP Investor Relations

VP Investor Relations

DataAnnotation • Washington, DC, United States
Full-time +1
Vice President of Investor Relations.We are looking for a VP Investor Relations to join our team to train AI models.You will measure the progress of these AI chatbots, evaluate their logic, and sol...Show more
Last updated: 7 days ago • Promoted
FP&A Consultant

FP&A Consultant

Cherry Bekaert • Fairfax, Virginia, USA
Full-time
Cordia Resources by Cherry Bekaert.Cordia Resources by Cherry Bekaert is recruiting for an FP&A Consultant to join a forward-thinking finance team in Fairfax VA. This 6-month temp-to-perm role i...Show more
Last updated: 6 days ago • Promoted
Investment Consultant- Bethesda, MD

Investment Consultant- Bethesda, MD

Charles Schwab • Bethesda, MD, US
Full-time
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 togeth...Show more
Last updated: 3 hours ago • Promoted • New!
VP, Financial Consultant- Reston, VA

VP, Financial Consultant- Reston, VA

Charles Schwab • Reston, VA, 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...Show more
Last updated: 27 days ago • Promoted
VP, Finance & Controller — Remote, Mission-Driven

VP, Finance & Controller — Remote, Mission-Driven

ZERO Prostate Cancer • Alexandria, VA, United States
Remote
Full-time
A nonprofit organization is seeking a Vice President of Finance & Controller to drive financial strategy and oversight.This remote role requires extensive experience in nonprofit financial manageme...Show more
Last updated: 3 days ago • Promoted
Investment Consultant- Potomac, MD (Potomac)

Investment Consultant- Potomac, MD (Potomac)

Charles Schwab • Potomac, MD, US
Part-time
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...Show more
Last updated: 2 hours ago • Promoted • New!
Growth VP, Federal Markets (Remote)

Growth VP, Federal Markets (Remote)

BLN24 • McLean, VA, United States
Remote
Full-time
A federal contracting consulting firm seeks a Vice President of Growth to lead strategic initiatives across federal markets. This role encompasses pipeline development and proposal strategies while ...Show more
Last updated: 4 days ago • Promoted
VP Finance

VP Finance

DataAnnotation • Washington, DC, United States
Full-time +1
We are looking for a VP Finance 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 quality of each model...Show more
Last updated: 9 days ago • Promoted
Director of Financial Planning and Analysis for Consulting

Director of Financial Planning and Analysis for Consulting

JOHN STAURULAKIS INC • Greenbelt, MD, United States
Full-time
Director of Financial Planning and Analysis for Consulting.JSI invites you to join our team as a Director of Financial Planning and Analysis for Consulting on our Finance team in Greenbelt, MD wher...Show more
Last updated: 7 days ago • Promoted
Navy Financial Management Consultant

Navy Financial Management Consultant

Lynch Consultants, LLC • Arlington, VA, US
Full-time
Quick Apply
Make an impact supporting Navy financial operations!.We’re seeking a Navy Financial Improvement and Audit Readiness (FIAR) initiatives with a solid understanding of Navy Financial Manag...Show more
Last updated: 30+ days ago
Investment Consultant

Investment Consultant

Charles Schwab • Bethesda, MD, United States
Full-time
At Schwab, you have the power to shape your career and drive meaningful change in the finance industry.We believe in innovative thought and creative problem-solving to help us transform the financi...Show more
Last updated: 23 days ago • Promoted
Strategic FP&A VP - Hybrid Schedule & Mission Impact

Strategic FP&A VP - Hybrid Schedule & Mission Impact

Truth Initiative • Washington, DC, United States
Full-time
A national non-profit organization in Washington D.Vice President, Financial Planning & Analysis to manage financial forecasting and reporting. The role demands a Bachelor's degree and 10-15 years o...Show more
Last updated: 4 days ago • Promoted