Talent.com
VP, Financial Consultant - Miami, FL
VP, Financial Consultant - Miami, FLCharles Schwab • Miami, FL, United States
VP, Financial Consultant - Miami, FL

VP, Financial Consultant - Miami, FL

Charles Schwab • Miami, FL, United States
21 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 insuranceaa415a4b-8b21-40fc-a65c-70d2b25ca29a

Create a job alert for this search

Financial Consultant • Miami, FL, United States

Related jobs
Vice President Client Finance FL

Vice President Client Finance FL

AKAM Associates Inc • Dania Beach, FL, United States
Full-time
Founded in 1983, AKAM provides unparalleled knowledge, industry-leading technology, cost-saving initiatives, and the best customer service in the industry to every condominium, cooperative, homeown...Show more
Last updated: 1 day ago • Promoted
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 more
Last updated: 4 days ago
VP, Financial Consultant - Miami, FL

VP, Financial Consultant - Miami, FL

Charles Schwab • Miami, 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 impac...Show more
Last updated: 8 hours ago • Promoted • New!
FINRA Licensed Financial Consultant

FINRA Licensed Financial Consultant

VirtualVocations • Fort Lauderdale, Florida, United States
Full-time
A company is looking for a Financial Consultant to join their Retirement Plan Advisory Team (RPAT).Key Responsibilities Provide over-the-phone guidance to customers regarding their employer-spons...Show more
Last updated: 30+ days ago • Promoted
Consultant Relations Vice President

Consultant Relations Vice President

VirtualVocations • Hialeah, Florida, United States
Full-time
A company is looking for a Consultant Relations VP to manage relationships with broker and consulting firms nationally.Key Responsibilities Define and execute a business development plan to estab...Show more
Last updated: 1 day ago • Promoted
Vice President Client Finance FL

Vice President Client Finance FL

Akam Associates Inc • Dania Beach, FL, US
Full-time
Founded in 1983, AKAM provides unparalleled knowledge, industry-leading technology, cost-saving initiatives, and the best customer service in the industry to every condominium, cooperative, homeown...Show more
Last updated: 4 days ago • Promoted
Director - FP&A

Director - FP&A

Virgin Voyages • Fort Lauderdale, FL, US
Full-time
Director Of Financial Planning And Analysis.Virgin Voyages is committed to building leaders and driving value.Our FP&A organization aims to bring best-in-class insight generation, data-driven decis...Show more
Last updated: 2 days ago • Promoted
VP of Business Development, LATAM - Crypto

VP of Business Development, LATAM - Crypto

Career Renew • Miami, FL, US
Full-time
Career Renew is recruiting for one of its clients a VP of Business Development, LATAM - Crypto - this is a fully remote position for candidates based in Brazil, Argentina, Mexico or Miami.Join a st...Show more
Last updated: 30+ days ago • Promoted
Vice President, Finance

Vice President, Finance

Del Monte Fresh Produce Company NA Inc • Miami, FL, US
Full-time
This position is responsible for overseeing the North America Finance and Accounting departments.This role will also provide the Management team with valuable information to make effective decision...Show more
Last updated: 30+ days ago • Promoted
Vice President FP&A, Functional and Business Performance

Vice President FP&A, Functional and Business Performance

GXO Logistics • Miami, FL, US
Full-time
At GXO, we're constantly looking for talented individuals at all levels who can deliver the caliber of service our company requires. You know that a positive work environment creates happy employees...Show more
Last updated: 3 days ago • Promoted
Business Consultant - Miami, FL

Business Consultant - Miami, FL

Vensure • Miami, FL, US
Full-time
We are a proud work-from-office company.If you're ready to work on-site in a dynamic, global company, we'd love to hear from you. Vensure Employer Solutions is the largest privately held organizatio...Show more
Last updated: 30+ days ago • Promoted
BDO Capital - Investment Banking Vice President

BDO Capital - Investment Banking Vice President

BDO USA • Miami, FL, United States
Full-time
BDO Capital - Investment Banking Vice President.Be among the first 25 applicants.Get AI-powered advice on this job and more exclusive features. The Vice President, BDO Capital Advisors is an integra...Show more
Last updated: 29 days ago • Promoted
Vice President Tax - North America

Vice President Tax - North America

SIXT • Fort Lauderdale, FL, United States
Full-time
Vice President Tax - North America.The Vice President, Tax – North America will lead all tax functions for Sixt’s growing U. Reporting to the CFO North America and functionally to the EVP Tax in Mun...Show more
Last updated: 25 days ago • Promoted
VP, Financial Consultant - Fort Lauderdale, FL

VP, Financial Consultant - Fort Lauderdale, FL

Charles Schwab • Fort Lauderdale, 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...Show more
Last updated: 30+ days ago • Promoted
VP, Strategic Partnerships

VP, Strategic Partnerships

eMed, LLC • Miami, FL, US
Full-time
National Vice President Of Partnership Development.A leading, innovative, South Florida based healthcare company is seeking a National Vice President of Partnership Development to lead the organiza...Show more
Last updated: 24 days ago • Promoted
Director, Visa Consulting and Analytics, (VCA), S&O Finance

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

Visa • Miami, 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 more
Last updated: 23 days ago • Promoted
Vice President Tax - North America

Vice President Tax - North America

SIXT USA • Fort Lauderdale, FL, US
Full-time
The Vice President, Tax – North America will lead all tax functions for Sixt’s growing U.Reporting to the CFO North America and functionally to the EVP Tax in Munich, this executive wil...Show more
Last updated: 30+ days ago • Promoted
Vice President, LBO MiamiNew York, Boston, San Francisco, Miami

Vice President, LBO MiamiNew York, Boston, San Francisco, Miami

H.I.G. Capital • Miami, FL, US
Full-time
Capital is seeking outstanding individuals to join as Vice Presidents in its Private Equity funds.With a track record that spans nearly 25 years, H. Capital is one of the largest and most active pri...Show more
Last updated: 30+ days ago • Promoted