Talent.com
VP, Financial Consultant - Fort Lauderdale, FL

VP, Financial Consultant - Fort Lauderdale, FL

Charles SchwabFORT LAUDERDALE, FL, US
4 hours ago
Job type
  • Full-time
Job description

Position Type : Regular

Your opportunity

I n 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 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 l everage 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, 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 • FORT LAUDERDALE, FL, US

    Related jobs
    Financial Consultant I

    Financial Consultant I

    Principal Financial Group, Inc.USA, Florida, Miami
    Full-time +1
    Retirement and Income Solutions Principal Connection team.In this role, you'll serve as our primary customer service contact, providing a high level of value and service while developing effective ...Show moreLast updated: 13 days ago
    • Promoted
    Cashier

    Cashier

    Pizza Bar Collins AveMiami Beach, FL, US
    Full-time
    The Pizza Bar on Collins Ave is looking for a dynamic and responsible cashier to join our team! As a cashier you will courteously handle all cash and credit card transactions, take phone orders and...Show moreLast updated: 30+ days ago
    • Promoted
    Director / VP of Accounting (Hospitality / Construction)

    Director / VP of Accounting (Hospitality / Construction)

    JobotHallandale Beach, FL, US
    Full-time
    Director of Accounting to join the team!.This Jobot Job is hosted by : Monica Feltz.Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume.Salary : $250,000 - $30...Show moreLast updated: 30+ days ago
    • Promoted
    • New!
    VP, Financial Consultant - Plantation, FL

    VP, Financial Consultant - Plantation, FL

    Charles SchwabPLANTATION, FL, US
    Full-time
    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...Show moreLast updated: 4 hours ago
    • Promoted
    Financial Consultant Partner - Coral Gables, FL

    Financial Consultant Partner - Coral Gables, FL

    Charles SchwabWest Miami, FL, 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 moreLast updated: 1 day ago
    • Promoted
    VP / SVP Asset Management

    VP / SVP Asset Management

    HaysMiami, FL, United States
    Full-time
    Join a dynamic and forward-thinking organization with a strong presence in the hospitality industry, committed to delivering exceptional guest experiences and maximizing the value of its resort por...Show moreLast updated: 24 days ago
    • Promoted
    VP, REENTRY BUSINESS DEVELOPMENT

    VP, REENTRY BUSINESS DEVELOPMENT

    The GEO Group, Inc.Boca Raton, FL, United States
    Full-time
    Full-time employees will enjoy a competitive benefits package with options for you and your family including : .The compensation and benefits information is accurate as of the date of this posting.Th...Show moreLast updated: 30+ days ago
    • Promoted
    VP of Tax

    VP of Tax

    JobotMiami Beach, FL, US
    Full-time
    This Jobot Job is hosted by : Christina Finster.Are you a fit? Easy Apply now by clicking the "Apply Now" button and sending us your resume. Salary : $200,000 - $220,000 per year.Our client is a bouti...Show moreLast updated: 4 days ago
    • Promoted
    Director, Visa Consulting and Analytics, (VCA), S&O Finance

    Director, Visa Consulting and Analytics, (VCA), S&O Finance

    VisaMiami, FL, US
    Full-time
    Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more t...Show moreLast updated: 26 days ago
    • Promoted
    Remote FP&A Manager – AI Trainer ($50-$60 / hour)

    Remote FP&A Manager – AI Trainer ($50-$60 / hour)

    Data AnnotationCoral Springs, Florida
    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 quality of ...Show moreLast updated: 19 days ago
    • Promoted
    Financial Controller

    Financial Controller

    JobotFort Lauderdale, FL, US
    Full-time
    If you want to work as a Financial Controller with the global authority in the Healthcare Training Industry with an amazing company culture then apply now!. This Jobot Job is hosted by : Jennifer Tho...Show moreLast updated: 30+ days ago
    • Promoted
    VP, Financial Consultant - Boca Raton, FL

    VP, Financial Consultant - Boca Raton, FL

    Charles SchwabBOCA RATON, FL, US
    Full-time
    Click the link below to review our Investment Professionals’ incentive structure.Investment Professionals' Compensation | Charles Schwab. Here, innovative thought meets creative problem solving, hel...Show moreLast updated: 30+ days ago
    • Promoted
    Controller

    Controller

    Vaco by HighspringPompano Beach, FL, US
    Permanent
    Our client, a growing and dynamic organization, is seeking an experienced.This is a hands-on leadership role that will partner closely with the. Oversee accounting and financial management across.GA...Show moreLast updated: 13 days ago
    • Promoted
    Financial Analyst

    Financial Analyst

    CFSHallandale Beach, FL, US
    Full-time
    About the Company & Financial Analyst Role : .Stable company in the entertainment, technology, and real estate development industries. Friendly leadership team that provides hands-on training.Modern o...Show moreLast updated: 19 days ago
    • Promoted
    Financial Analyst

    Financial Analyst

    Executive Avail-A-SearchFort Lauderdale, FL, US
    Full-time
    Lauderdale, FL The Opportunity Our client is a global equipment manufacturer who has hired us to seek out a Financial Analyst for their Ft. This position is responsible for supporting profitability ...Show moreLast updated: 25 days ago
    • Promoted
    Director, Americas Real Estate & Facilities

    Director, Americas Real Estate & Facilities

    VisaMiami, FL, United States
    Full-time
    Visa is a world leader in payments and technology, with over 259 billion payments transactions flowing safely between consumers, merchants, financial institutions, and government entities in more t...Show moreLast updated: 17 days ago
    • Promoted
    VP, Financial Consultant - Miami, FL

    VP, Financial Consultant - Miami, FL

    Florida StaffingMiami, FL, US
    Full-time
    Financial Consultant 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, ...Show moreLast updated: 4 days ago
    • Promoted
    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Remote Finance Director - AI Trainer ($50-$60 / hour)

    Data AnnotationSunrise, Florida
    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 quality of ...Show moreLast updated: 19 days ago