Talent.com
VP - Financial Consultant- Denver, CO (Downtown Denver)

VP - Financial Consultant- Denver, CO (Downtown Denver)

Charles SchwabFederal Heights, CO, US
5 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. 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 • Federal Heights, CO, US

Related jobs
Financial Consultant I

Financial Consultant I

Principal Financial Group, Inc.USA, Colorado, Denver
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: 12 days ago
Financial Consultant

Financial Consultant

The Strickland GroupDenver, CO, US
Full-time +1
Quick Apply
Financial Consultant 🚀 Are you a driven, forward-thinking professional who thrives on building relationships and expanding opportunities?. Do you want to be part of a dynamic, high-growth in...Show moreLast updated: 30+ days ago
  • Promoted
Remote FP&A Manager – AI Trainer ($50-$60 / hour)

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

Data AnnotationGreeley, Colorado
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: 18 days ago
  • Promoted
Financial Consultant

Financial Consultant

Denver StaffingDenver, CO, US
Full-time
Public Consulting Group LLC (PCG) is a leading public sector solutions implementation and operations improvement firm that partners with health, education, and human services agencies to improve li...Show moreLast updated: 4 days ago
  • Promoted
Travel Physical Therapist

Travel Physical Therapist

Medical Solutions AlliedBrighton, CO, US
Full-time
Medical Solutions Allied is seeking a travel Physical Therapist for a travel job in Thornton, Colorado.Job Description & Requirements. We’re seeking talented healthcare professionals whose...Show moreLast updated: 30+ days ago
  • Promoted
Candidate Licensed Mental Health Therapist (LPCC,LSW,MFTC, SWC) - Lyons, CO

Candidate Licensed Mental Health Therapist (LPCC,LSW,MFTC, SWC) - Lyons, CO

LifeStance HealthLyons, CO, 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
Remote Financial Analyst - AI Trainer ($50-$60 / hour)

Remote Financial Analyst - AI Trainer ($50-$60 / hour)

Data AnnotationGreeley, Colorado
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: 18 days ago
  • Promoted
VP of Client Management; O500 (Hybrid; MD / DC / VA)

VP of Client Management; O500 (Hybrid; MD / DC / VA)

CignaDenver, CO, US
Full-time
Existing Business Sales Manager.The Existing Business Sales Manager is a member of the Market's Senior Executive team and reports directly to the Market Growth Leader. Responsible for attaining pers...Show moreLast updated: 1 day ago
  • Promoted
Senior Associate or Vice President, FP&A

Senior Associate or Vice President, FP&A

RCLCODenver, CO, United States
Full-time
RCLCO, is a SEC Registered Investment Advisor and leading real estate investment consulting firm that advises some of the world's largest pension funds, sovereign wealth funds, and institutional in...Show moreLast updated: 6 days ago
  • Promoted
  • New!
Consultant Engineer I - Denver

Consultant Engineer I - Denver

FMINDIAN HILLS, Colorado, United States
Full-time
FM is one of the world’s largest risk management and industrial property insurance organizations.With 76 office locations in over 60 countries worldwide, FM provides specialized property protection...Show moreLast updated: 6 hours ago
  • Promoted
Financial Consultant

Financial Consultant

Empower RetirementGreenwood Village, CO, United States
Full-time
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career...Show moreLast updated: 30+ days ago
  • Promoted
Financial Consultant

Financial Consultant

EmpowerLittleton, CO, United States
Full-time
Our vision for the future is based on the idea that transforming financial lives starts by giving our people the freedom to transform their own. We have a flexible work environment, and fluid career...Show moreLast updated: 30+ days ago
  • Promoted
  • New!
Vice President of Financial Planning & Analysis

Vice President of Financial Planning & Analysis

Denver StaffingDenver, CO, US
Full-time
Senior Finance Leadership Role.We are igniting business growth by connecting people, data and applications quickly, securely, and effortlessly. Together, we are building a culture and company from ...Show moreLast updated: 13 hours ago
  • Promoted
Financial Consultant, National Investor Center - Greenwood Village, CO

Financial Consultant, National Investor Center - Greenwood Village, CO

Fidelity InvestmentsEnglewood, CO, US
Full-time
Job Description : Phone Financial Consultant.Fidelity believes in, and is committed to, fair and consistent treatment for every associate and customer, and to creating a safe and respectful environme...Show moreLast updated: 30+ days ago
  • Promoted
VP, Partnerships & Activation - Colorado Rapids

VP, Partnerships & Activation - Colorado Rapids

AEGCommerce City, CO, United States
Full-time
In order to be considered for this role, after clicking "Apply Now" above and being redirected, you must fully complete the application process on the follow-up screen. Job Title : Vice President, Pa...Show moreLast updated: 6 days ago
  • Promoted
Vice President, Fund Management - LIHTC

Vice President, Fund Management - LIHTC

Macdonald & CompanyDenver, CO, United States
Full-time
Macdonald and Company are proudly partnered with a privately held investment manager active nationwide, providing equity financing for affordable housing communities and overseeing a large portfoli...Show moreLast updated: 4 days ago
  • Promoted
Remote Senior Financial Analyst ($50-$60 / hour)

Remote Senior Financial Analyst ($50-$60 / hour)

Data AnnotationLongmont, Colorado
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: 18 days ago
  • Promoted
Remote Finance Director - AI Trainer ($50-$60 / hour)

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

Data AnnotationGreeley, Colorado
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: 18 days ago