Talent.com
VP, Financial Consultant - Northbrook, IL

VP, Financial Consultant - Northbrook, IL

Charles SchwabNorthbrook, US
14 hours 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 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.
  • 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
  • Create a job alert for this search

    Financial Consultant • Northbrook, US

    Related jobs
    • Promoted
    VP, Financial Consultant - Northbrook, IL

    VP, Financial Consultant - Northbrook, IL

    Charles SchwabNorthbrook, IL, United States
    Full-time
    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 Professional...Show moreLast updated: 30+ days ago
    • Promoted
    Vice President, Financial Planning Director - Mid America Region

    Vice President, Financial Planning Director - Mid America Region

    Morgan StanleyOrland Park, IL, US
    Full-time
    Morgan Stanley Wealth Management Financial Planning Director.Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses a...Show moreLast updated: 30+ days ago
    • Promoted
    Vice President, Consulting Services

    Vice President, Consulting Services

    Palm Tree LLCChicago, IL, United States
    Full-time
    Consulting Services - General Employment Inquiries.Vice President – General Employment Inquiry.Don’t see an active opening that fits your background? Submit a general employment inquiry here, and w...Show moreLast updated: 30+ 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
    Ohio Licensed Financial Consultant

    Ohio Licensed Financial Consultant

    VirtualVocationsLincolnwood, Illinois, United States
    Full-time
    A company is looking for a Consultant in Technical Financial Services focused on Retirement Plans Document & Design.Key Responsibilities : Consults with wholesalers, advisors, and plan sponsors on...Show moreLast updated: 2 days ago
    • Promoted
    VP, Financial Consultant - Chicago, IL (Wacker Drive)

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

    Charles SchwabCHICAGO, IL, United States
    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
    • Promoted
    Experienced Financial Analysis Senior Consultant

    Experienced Financial Analysis Senior Consultant

    Allstate InsuranceChicago, IL, United States
    Full-time
    At Allstate, great things happen when our people work together to protect families and their belongings from life's uncertainties. And for more than 90 years our innovative drive has kept us a step ...Show moreLast updated: 18 days ago
    • Promoted
    • New!
    Vice President, Financial Planning & Analysis

    Vice President, Financial Planning & Analysis

    COLE-PARMER INSTRUMENT COMPANYVernon Hills, IL, US
    Full-time
    Vice President, Financial Planning & Analysis.Individual is responsible for driving financial planning, management reporting, and corporate analytics. This role partners across the organization ...Show moreLast updated: 21 hours ago
    Financial Controller

    Financial Controller

    1 Resource GroupChicago, IL, US
    Full-time +1
    Quick Apply
    Resource has a Direct Hire opportunity in Chicago, IL.We are looking for a Controller for a Logistics company located in Chicago. Location : (off La Salle Drive) or in Chesterfield, Missouri which is ...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: 2 days ago
    • Promoted
    Financial Consultant - Naperville, IL

    Financial Consultant - Naperville, IL

    Fidelity InvestmentsNaperville, 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: 2 days ago
    • Promoted
    VP of Finance & Business Insights

    VP of Finance & Business Insights

    RF RENOVO MANAGEMENT COMPANY LLCChicago, IL, US
    Full-time
    VP-Finance & Business Insights.Renovo Financial is a rapidly growing Chicago-based private lender serving real estate investors who acquire and renovate single and multi-family residential prop...Show moreLast updated: 30+ 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: 2 days ago
    • Promoted
    Vice President, US Financial Services Solutions

    Vice President, US Financial Services Solutions

    TransUnionChicago, IL, US
    Full-time
    At TransUnion, we strive to build an environment where our associates are in the driver's seat of their professional development, while having access to help along the way.We encourage everyone to ...Show moreLast updated: 30+ days ago
    • Promoted
    VP, StrategyNewChicago, Illinois, United States; Detroit, Michigan, United States; New York, New York, United States

    VP, StrategyNewChicago, Illinois, United States; Detroit, Michigan, United States; New York, New York, United States

    IPG MediabrandsChicago, IL, US
    Full-time
    If you are unsure, please review the list of IPG companies here.Show moreLast updated: 30+ days 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
    Financial and Management Consultant

    Financial and Management Consultant

    Greenlife Healthcare StaffingBarrington, IL, US
    Full-time
    Financial and Management Consultant – Barrington, IL (#AH1003).Ash & Harris Executive Search is seeking a.Financial and Management Consultant. This role is ideal for candidates with experi...Show moreLast updated: 30+ days ago
    • Promoted
    Vice President, Regional Bank Consulting

    Vice President, Regional Bank Consulting

    NTT DATAChicago, IL, US
    Full-time
    Vice President, Regional Bank Consulting.NTT DATA strives to hire exceptional, innovative and passionate individuals who want to grow with us. If you want to be part of an inclusive, adaptable, and ...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
    • Promoted
    VP, Business Controls

    VP, Business Controls

    Fay ServicingChicago, IL, US
    Full-time
    The Fay Group originated in 2008, is a full-scale real estate services company that offers mortgage servicing, property renovations, business purpose lending, insurance, and more to homeowners, inv...Show moreLast updated: 30+ days ago