Talent.com
VP, Financial Consultant - Savannah, GA

VP, Financial Consultant - Savannah, GA

Charles SchwabSavannah, GA, United States
30+ days 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, youre 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.

Schwabs branch team is at the heart of our firms commitment tohelping clients own their financial futures. In this exciting role, youllgive clients financial guidance while forming lasting relationshipsbuilt on trust, respect, and reaching a common goal. Youll 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, youll 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 clients 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
  • Whats in it for you

    At Schwab, youre 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-a0017c01-0190-4a5b-a55a-b3dd036b1235

    Create a job alert for this search

    Financial Consultant • Savannah, GA, United States

    Related jobs
    • Promoted
    Tax Accountant - 2+ Yrs Paid Tax Experience Required

    Tax Accountant - 2+ Yrs Paid Tax Experience Required

    IntuitBluffton, South Carolina
    Full-time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...Show moreLast updated: 7 days ago
    • Promoted
    Tax Expert - Local

    Tax Expert - Local

    IntuitHilton Head Island, South Carolina
    Full-time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...Show moreLast updated: 8 days ago
    • Promoted
    Residential Sales Representative

    Residential Sales Representative

    ADT CareersBeaufort, SC, United States
    Full-time
    ADT has been in the business of helping save lives since 1874.As the #1 smart home security provider in the U.Our continuous innovation, advanced technology and strategic partnerships deliver produ...Show moreLast updated: 1 day ago
    • Promoted
    VP, Financial Consultant - Savannah, GA

    VP, Financial Consultant - Savannah, GA

    Charles SchwabSavannah, GA, United States
    Full-time
    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...Show moreLast updated: 30+ days ago
    • Promoted
    Tax Expert - Onsite

    Tax Expert - Onsite

    IntuitRICHMOND HILL, Georgia, United States
    Full-time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...Show moreLast updated: 7 days ago
    • Promoted
    Senior Tax Professional - 2+ Yrs Paid Tax Experience Required

    Senior Tax Professional - 2+ Yrs Paid Tax Experience Required

    IntuitHilton Head Island, South Carolina
    Full-time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...Show moreLast updated: 4 days ago
    • Promoted
    VP of Trust & Fiduciary

    VP of Trust & Fiduciary

    QNBTSavannah, GA, US
    Full-time
    Develops new trust accounts, services existing trust accounts, and performs daily functions for accounts under responsibility. Partners with third party money managers to purchase and sell various i...Show moreLast updated: 30+ days ago
    • Promoted
    Tax Expert - Onsite - 2+ Yrs Paid Tax Experience Required

    Tax Expert - Onsite - 2+ Yrs Paid Tax Experience Required

    IntuitRICHMOND HILL, Georgia, United States
    Full-time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...Show moreLast updated: 4 days ago
    • Promoted
    Neurologist Needed in Hilton Head Island, South Carolina

    Neurologist Needed in Hilton Head Island, South Carolina

    HealthEcareers - ClientHilton Head Island, SC, USA
    Full-time
    Hilton Head Island is a magical place.With one of the top 10 family beaches in the U.Hilton Head Island offers a relaxing, laid-back and welcoming vibe that makes it a perfect vacation destination....Show moreLast updated: 2 days ago
    • Promoted
    Licensed Counselor (LPC, LCSW, LMFT) - Rincon, GA

    Licensed Counselor (LPC, LCSW, LMFT) - Rincon, GA

    LifeStance HealthRincon, GA, 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
    Customs and Border Protection Officer

    Customs and Border Protection Officer

    U.S. Customs and Border ProtectionCrescent, GA, United States
    Full-time
    Customs and Border Protection (CBP) offers those interested in a career in law enforcement an exceptional opportunity to work with an elite team of highly trained professionals whose camaraderie, p...Show moreLast updated: 30+ days ago
    • Promoted
    Psychiatric Mental Health Nurse Practitioner - Riceboro, GA

    Psychiatric Mental Health Nurse Practitioner - Riceboro, GA

    LifeStance HealthRiceboro, GA, 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: 26 days ago
    • Promoted
    Psychiatric Mental Health Nurse Practitioner - Midway, GA

    Psychiatric Mental Health Nurse Practitioner - Midway, GA

    LifeStance HealthMidway, GA, 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: 26 days ago
    • Promoted
    Tax Expert

    Tax Expert

    IntuitHARDEEVILLE, South Carolina, United States
    Full-time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...Show moreLast updated: 8 days ago
    • Promoted
    Tax Expert - 2+ Yrs Paid Tax Experience Required

    Tax Expert - 2+ Yrs Paid Tax Experience Required

    IntuitBluffton, South Carolina
    Full-time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...Show moreLast updated: 7 days ago
    • Promoted
    Travel Outpatient Physical Therapist - $2,210 per week

    Travel Outpatient Physical Therapist - $2,210 per week

    Core Medical GroupRincon, GA, United States
    Full-time +2
    Core Medical Group is seeking a travel Outpatient Physical Therapist for a travel job in Rincon, Georgia.Job Description & Requirements. Outpatient PT Needed Savannah GA .CoreMedical Group has hundr...Show moreLast updated: 13 days ago
    • Promoted
    Senior Tax Accountant - 2 Yrs Paid Tax Experience Required

    Senior Tax Accountant - 2 Yrs Paid Tax Experience Required

    IntuitHardeeville, SC, United States
    Full-time
    Overview Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United Sta...Show moreLast updated: 3 days ago
    • Promoted
    Senior Tax Accountant - 2+ Yrs Paid Tax Experience Required

    Senior Tax Accountant - 2+ Yrs Paid Tax Experience Required

    IntuitHilton Head Island, South Carolina
    Full-time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Experts in one of our new TurboTax locations across the United States on a ...Show moreLast updated: 4 days ago
    • Promoted
    Tax Associate

    Tax Associate

    IntuitRichmond Hill, GA, United States
    Full-time
    Intuit is seeking highly motivated individuals to join our dynamic team as dedicated TurboTax Live Seasonal Local Service Associates in one of our new TurboTax locations across the United States on...Show moreLast updated: 19 days ago
    • Promoted
    Neurologist Needed in Hilton Head Island, South Carolina

    Neurologist Needed in Hilton Head Island, South Carolina

    CompHealthHilton Head Island, US
    Full-time
    Hilton Head Island is a magical place.With one of the top 10 family beaches in the U.Hilton Head Island offers a relaxing, laid-back and welcoming vibe that makes it a perfect vacation destination....Show moreLast updated: 3 days ago