Talent.com
VP, Financial Consultant - Century City, CA
VP, Financial Consultant - Century City, CACharles Schwab • Maywood, CA, United States
VP, Financial Consultant - Century City, CA

VP, Financial Consultant - Century City, CA

Charles Schwab • Maywood, CA, 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, 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 • Maywood, CA, United States

    Related jobs
    VP, Financial Consultant - Encino, CA

    VP, Financial Consultant - Encino, CA

    Charles Schwab • Encino, CA, 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 more
    Last updated: 30+ days ago • Promoted
    VP, Financial Consultant- Brea, CA

    VP, Financial Consultant- Brea, CA

    Charles Schwab • Brea, CA, 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 more
    Last updated: 8 hours ago • Promoted • New!
    VP, Financial Consultant - Encino, CA (Hiring Immediately)

    VP, Financial Consultant - Encino, CA (Hiring Immediately)

    Charles Schwab • ENCINO, CA, United States
    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, help...Show more
    Last updated: 11 days ago • Promoted
    Consultant Senior- Business Banking- Vice President

    Consultant Senior- Business Banking- Vice President

    JPMorgan Chase • Santa Ana, CA, US
    Full-time
    Business Banking Consultant Senior.If you want to have a positive impact on underserved small businesses in your community and enjoy building relationships, then a role as a Business Banking Consul...Show more
    Last updated: 30+ days ago • Promoted
    Investment Consultant - Century City, CA

    Investment Consultant - Century City, CA

    Charles Schwab • Montebello, CA, US
    Full-time
    Position Type : Regular Your opportunity Our branch network is part of the broader Investor Services organization and is primarily responsible for providing advice and counsel to individuals and fam...Show more
    Last updated: 8 hours ago • Promoted • New!
    Investment Consultant - Century City, CA

    Investment Consultant - Century City, CA

    TieTalent • Los Angeles, CA, US
    Full-time
    Investment Consultant - Century City, CA.Investment Consultant - Century City, CA.Investment Consultant - Century City, CA. Be among the first 25 applicants.Investment Consultant - Century City, CA....Show more
    Last updated: 2 days ago • Promoted
    U.S. Private Bank - Private Banker - Vice President or Executive Director

    U.S. Private Bank - Private Banker - Vice President or Executive Director

    JPMorgan Chase • Westlake Village, CA, US
    Full-time
    We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J. If you have an entrepreneurial ...Show more
    Last updated: 30+ days ago • Promoted
    Valuations Vice President

    Valuations Vice President

    Regal Executive Search • Santa Monica, CA, United States
    Full-time
    Do the markets and the valuation process excite you? Look no further! We help investors build better financial futures.As a fiduciary to our clients, we provide the investment and technology soluti...Show more
    Last updated: 2 days ago • Promoted
    Citi Wealth - VP, Portfolio Consultant

    Citi Wealth - VP, Portfolio Consultant

    Citigroup • Glendale, CA, US
    Full-time
    Citi Wealth - VP, Portfolio Consultant.Working at Citi is far more than just a job.A career with us means joining a team of more than 230,000 dedicated people from around the globe.At Citi, you'll ...Show more
    Last updated: 30+ days ago • Promoted
    Financial Consultant - Thousand Oaks, CA

    Financial Consultant - Thousand Oaks, CA

    Fidelity Investments • Calabasas, CA, United States
    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 more
    Last updated: 11 days ago • Promoted
    VP of Healthcare Solutions

    VP of Healthcare Solutions

    Quake Global • Long Beach, CA, United States
    Full-time
    We are looking for a true hunter, a driven sales executive with an extensive background in selling Healthcare Technology Solutions. You will be responsible for initiating and closing new sales oppor...Show more
    Last updated: 6 days ago • Promoted
    VP, FP&A

    VP, FP&A

    TOMS • Culver City, CA, US
    Permanent
    TOMS is in business to improve lives.When you wear or work with TOMS, you help support children's education, health and well-being, giving kids everywhere the gift of better tomorrows.Reporting to ...Show more
    Last updated: 30+ days ago • Promoted
    U.S. Private Bank - Private Banker - Vice President or Executive Director

    U.S. Private Bank - Private Banker - Vice President or Executive Director

    Chase • Westlake Village, CA, US
    Full-time
    This is the job description content.It provides detailed information about the role and responsibilities.The content is formatted to be clear and concise, ensuring that all necessary details are in...Show more
    Last updated: 30+ days ago • Promoted
    VP, Financial Consultant - Century City, CA

    VP, Financial Consultant - Century City, CA

    Charles Schwab • Lynwood, CA, US
    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 more
    Last updated: 8 hours ago • Promoted • New!
    Financial Consultant- Century City, CA

    Financial Consultant- Century City, CA

    Fidelity Investments • Anaheim, CA, United States
    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 more
    Last updated: 4 days ago • Promoted
    VP Financial Consultant - Pasadena, CA

    VP Financial Consultant - Pasadena, CA

    Charles Schwab • Pasadena, CA, US
    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 more
    Last updated: 8 hours ago • Promoted • New!
    Vice President, Financial Planning Director - Western Region

    Vice President, Financial Planning Director - Western Region

    Morgan Stanley • Woodland Hills, CA, US
    Full-time
    Morgan Stanley Financial Planning Director.Morgan Stanley Wealth Management, a global leader, provides access to a wide range of products and services to individuals, businesses and institutions, i...Show more
    Last updated: 30+ days ago • Promoted
    VP, Financial Consultant- Newport Beach, CA

    VP, Financial Consultant- Newport Beach, CA

    Charles Schwab • Balboa, CA, 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 more
    Last updated: 8 hours ago • Promoted • New!
    Financial Consultant - Irvine, CA

    Financial Consultant - Irvine, CA

    Fidelity Investments • San Pedro, CA, United States
    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 more
    Last updated: 4 days ago • Promoted
    Remote Finance Director - AI Trainer

    Remote Finance Director - AI Trainer

    Data Annotation • Santa Clarita, California
    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 q...Show more
    Last updated: 30+ days ago • Promoted